Work Anywhere executive forum: An imperative for financial services

Virtual forum overview

The work from home revolution will morph into a hybrid model as new ways of working change for good across Financial Services institutions. COVID accelerated existing trends and pressures including digitization across the enterprise, talent management, and delivering better customer and employee experiences. Financial Services institutions generally managed the mass transition effectively, but a sustainable, thriving model will require rethinking ways of work.

Join us on Tuesday, December 8 at 1:00 pm ET/10:00 am PT for an immersive session where we will guide you through a business school style case study based on learnings gathered from early movers in the industry.

Choose your path from a selection of issue focused breakouts to explore this real-world scenario, problem solve with subject matter experts and  peers, and walk away with key actions to drive your teams forward. 


  • Workforce
  • Technology
  • Cost takeout
  • Global mobility


Now that you’ve mobilized a hybrid workforce, how do you create flexibility, access and engage talent and sustain productivity?

The world has changed. We are not going back to our lives as they were pre-COVID. The expectations of workplace flexibility have fundamentally changed as well as our assessment of our real needs as a workforce to collaborate, create and execute. This breakout will focus on the planning to bring people back to the office in a new model that is built around employee experience, talent re-skilling and resilience to anticipate the next wave of disruption - be it automation or something unforeseen. 


  • Evan Metter – Principal, Human Capital Advisory
  • Mike DiClaudio, Principal, Human Capital Advisory 

 Suggested attendee titles: CHRO/VP HR, CEOs, Department leadership


Now that you’ve enabled a remote workforce at scale, how do you enhance security, facilitate collaboration, promote comprehensive technology integration?  

The discussion around employee experience and digital tools, has rapidly intensified; moving beyond attracting and retaining talent to enabling and supporting a fully remote workforce with capabilities and technologies which are now deemed mission critical. To succeed in the new remote workplace, organizations need to implement an entire workplace technology ecosystem that equips employees to do their jobs as well as supports critical business operations both effectively and securely. The discussion will focus on practical solutions to keep your workers connected, considerations for a remote worker support model, critical security components and more.


  • Chris Panneck – Managing Director, CIO Advisory
  • Matt Miller – Principal, Cyber Security Services
  • Justin Cravalho – Director, Transformation Delivery

Suggested attendee titles: CIOs/heads of IT, CISO, CTO, Heads of Digital, head of end user/workplace technology 

Cost takeout

Now that you know remote work works, how do you make smart operating changes and reduce costs?

COVID-19 powerfully underlined that operational resilience is paramount. Shifts in cost and operating dynamics, post-pandemic, have resulted in both challenges and opportunities for financial services organizations. The discussion will focus on practical solutions for transforming operational efficiency to provide a more productive business and identifying areas for cost reduction.  


  • David Kane – Principal, Procurement & Business Services
  • Doug Burr – Director, Procurement & Business Services

Suggested attendee titles:  VPs and heads of Operations, Supply Chain, Shared Services, Head of Real Estate

Global mobility

Now that you have many workers working in different locations, how do you create a Tax strategy that addresses compliance and supports the workforce of the future?

We’re witnessing an accelerated evolution…from global mobility — to global immobility — to the new reality of “Work Anywhere.” Join this session to hear KPMG’s perspective on how organizations are addressing the potential tax implications of global remote work arrangements. The discussion will focus on the key considerations and issues including employment, state and local, and international corporate tax as well as program shaping to connect all of the dots. 


  • David Mayes – Principal, Global Mobility
  • Kshipra Thareja – Managing Director, Global Mobility

Suggested attendee titles: Head of Tax, CHROs/VP HR, CFOs, CPAs, corporate tax staff, and other business and service provider executives with significant interest to payroll and global mobility.


Joseph Parente

Joseph Parente

Principal, Advisory, KPMG US

Chris Panneck

Chris Panneck

Managing Director, CIO Advisory, KPMG US