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The Balance: Financial Industry Innovation vs. Regulation

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Workiva

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Key Takeaways

  • Traditional processes can leave teams in the financial industry flat-footed during disruptions
  • At Amplify 2020, two directors in the industry, Brian Valenti and Tony Rosa, shared how they’re centralizing fund reporting in the cloud
  • Brian leads the fund reporting team at Brookfield Properties, while Tony is responsible for Talcott Resolution's GAAP and statutory reporting for separate accounts
     

The speakers represent their own views, not the views of their companies.

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