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Future Finance: Achieving a common finance data model in Banks

August 27, 2020 15.00 - August 27, 2020

Aptitude Software is proud to sponsor the Future Finance webinar discussing strategies for the creation of a common Finance data and operating model in banks.

In this webinar, Aptitude Software will take part in an interactive discussion with EY and Bank of Ireland. During the live webinar, there will be an opportunity to ask questions directly to leading finance industry experts at EY and Aptitude Software, as well as the Head of Group Finance (Finance Systems and Projects) at Bank of Ireland.

You will also hear from EY CFO Advisory on the challenges faced by CFOs and CROs and the opportunities that can be realized by banks embarking on this journey.

Key objectives

  • The opportunities/business benefits that can be realized by a common finance data model
  • Pros and cons of different approaches
  • The first steps to take on the journey to a common data model and system
  • Lessons learned from real-life examples


  • Chief Finance Officer
  • Chief Risk Officer
  • Head of Finance
  • Head of Risk
  • Head of Treasury
  • CIO
  • Chief Compliance & Risk Officer
  • Head of Finance Transformation
  • Head of IT Finance
  • Head of Finance Systems
  • Head of Transformation
  • Chief Accountant
Michael T. Dolan
Partner – Financial Services, EY

Mike is a partner in EY’s Financial Services consulting practice who leads the firm’s subledger technology offerings. In his 27 year career, Mike has worked exclusively with large financial institutions implementing new multi-basis accounting platforms for investments, debt, derivatives, loans, and insurance products. He has developed a strong working knowledge of leading subledger accounting and reporting practices for complex financial instruments portfolios.

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Jeremy Marchant
Head of Pre-sales, International, Aptitude Software

Jeremy has 25 years’ experience working in banks leading transformational change across Finance and data programs. He ran Finance Change for UBS Wealth Management UK and was the Global Head of Finance Regulatory Change for Barclays Group and subsequently Deputy CFO for Barclays Russia. He moved into Management Consulting 7 years ago at Accenture and EY and led Finance Transformation programmes at Goldman Sachs, HSBC, Barclays Capital and Lloyds Banking Group.

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Paul Daniel
Group Finance, Bank of Ireland

Paul is a finance executive with over 30 years of post-qualification experience working internationally in a multi-national environment. He is currently working on regulatory and systems projects within the Bank. Paul was previously the Director of Finance Services managing the bank’s FSSC and led the finance implementation of IFRS 9. He previously worked with Accenture as the European Accounting Director of Accenture’s European Service Centre, setting up the SSC and transitioning accounting functions. Before that he spent 7 years working with GE Capital. Paul sponsored and led major systems implementation projects at Accenture and GE Capital.

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