Skip to main content
Advancing banking: Modernizing HR and finance management systems
Thursday, 28 August 2025 1:00 p.m. ET

Virtual - Event

CPE credits | Event language: English

28 Aug. 2025

Thursday, 01:00 p.m. ET | 1 Hr.

Advancing banking: Modernizing HR and finance management systems

Learn more about

Banking & Capital Markets

Participants will identify how banking leaders can harness next-generation technology to improve processes, enhance workforce planning, and deliver measurable business outcomes.

Host: Dave Zager, principal, Deloitte Consulting LLP

Presenters: Sandra Smith, principal, Deloitte Consulting LLP
                       Yousuf Sattar, managing director, Deloitte Consulting LLP
                       Jim Gahagan, senior industry director, Workday

1.0 Overview CPE credit | Specialized Knowledge

Banks are reimagining HR and finance operations by leveraging cloud-based platforms to drive agility, compliance, and strategic insight. As the sector faces evolving regulatory demands and workforce challenges, integrated data and analytics are critical for informed decision-making and future-ready planning. We’ll discuss:

  • Unifying HR and finance data for broad analytics and reporting
  • Applying industry-specific frameworks to streamline compliance and controls
  • Accelerating value with agile, proof-of-concept solutions and extensible platforms
     

Get in touch

Dave Zager

Dave Zager

Deloitte - Global
Dave Zager is a Principal at Deloitte Consulting who has extensive experience of large-scale Finance Transformation programs across front, middle and back-office operations. He helps clients shape their vision and execute on their strategy though various Cloud technology solutions including system selection, business case development, implementations and change management.
Sandra Smith

Sandra Smith

Deloitte - Global
Sandra Smith is a leader within Deloitte Consulting LLP’s Human Capital practice, driving global business transformations. With extensive experience in Human Resources and large-scale transformation programs, she leads Deloitte’s Workday Human Capital team for the Financial Services industry. Sandra partners with clients to envision, design and deliver innovative, sustainable solutions that drive operational excellence and enhance the employee experience.
Jim Gahagan

Jim Gahagan

Deloitte - Global
Jim Gahagan leads Financial Services Industry Marketing for Workday. He is responsible globally for Workday’s Financial Services marketing strategy and execution for Workday’s Financial Management and Human Capital Management Solutions. With over thirty years of managerial and consulting experience in financial and information systems management, Jim is skilled in the effective use of information technology to solve complex business problems, particularly within large financial services organizations.