Join us on Wednesday, September 24, from 2:00 – 3:00 PM ET for our Quarterly Bank TaxWatch webcast, where we'll provide tax professionals with insights into tax controversy and key considerations for the #banking and capital markets industry. Douglas O'Donnell, former Acting IRS Commissioner and the newest member of the team at KPMG, will provide an IRS update. Register now to stay ahead of the curve in tax regulations and industry trends! https://lnkd.in/gfxijY4X
KPMG U.S. Financial Services
Financial Services
New York, NY 14,940 followers
Addressing complex business issues facing Banking and Capital Markets, Insurance, Asset Management, and Private Equity.
About us
Disruption can be a threat, or an opportunity. The KPMG Financial Services practice sees today’s challenges as a catalyst for transformation. Our mission is to help our clients grow, connect with customers, manage costs, and comply with ever-changing regulations by leveraging data, digitization, and disruption. Our team of professionals go beyond providing audit, tax, and advisory services by delivering data-driven insights to help our clients build competitive advantage. It’s time to move ahead.
- Website
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https://kpmg.com/us/en/industries/financial-services.html
External link for KPMG U.S. Financial Services
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- New York, NY
- Specialties
- blockchain, alternative investments, asset management, real estate, banking, insurance, financial services, M&A, mutual funds, innovation, cryptocurrency, artificial intelligence, fintech, capital markets, ETFs, digital assets, and private equity
Updates
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Wrap-Up from the 35th Annual Merrill Private Equity CFO Conference! KPMG's Peter Kehrli, Seth Blackman, Scott Burger and Jennifer Villa presented a main session, "Audit and Accounting Spotlight: Preparing for 2025 Year-end and a Look Ahead, Including the Impact of AI," at Merrill’s annual conference for PE CFOs, which wrapped last Friday. The KPMG team provided essential insights on year-end preparations and the transformative role of AI in audit and accounting. Thank you to all who attended! Peter Kehrli Seth Blackman Scott Burger Jennifer Villa
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KPMG U.S. Financial Services reposted this
Honored to be among the group of great presenters at KPMG’s 37th Annual Insurance Conference. Made meaningful connections with #insurance sector leaders and look forward to continuing the dialogue with them in the future on all things about the economy and interest rates. What the audience thought about inflation when I asked - thumbs down! And of course, back at my favorite Greek food truck the next day. That's a wrap on #KPMGIIC!
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A great start to the 35th Annual Merrill Private Equity CFO Conference, which opened today in Laguna Beach, CA! This morning, KPMG’s Sabrina Stimel, Tax Partner, Washington National Tax; and Vivian Wang, Tax Partner, San Francisco VC Funds Leader, discussed the new federal tax act and its implications in a panel titled “The One Big (Beautiful?) Bill Act: What Made the Cut, What Didn't and What That Means for You.” They also shared timely insights on M&A deductibility changes and the current IRS landscape. Sabrina Stimel, CPA, MST Vivian Wang Seth Blackman Scott Burger Lindsey Kloc Freeman Jennifer Villa Satiya Witzer
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That's a wrap on #KPMGIIC! Thank you for joining us as we Navigated the (un)Known in #insurance. See you next year!
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Day 2 of #KPMGIIC kicked off with a dynamic panel featuring esteemed insurance board members diving into crucial topics impacting our industry’s future, including AI strategy, data governance, talent management, and board composition. An energizing start that sets the tone for exciting discussions ahead! Thank you to our panelists Alan Colberg , Tricia Guinn, Laura J. Hay, John Howard, and Ram Menon!
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Day 2 of #KPMGIIC will begin at 8:30am this morning! Check out the highlights from our Day 1 sessions:
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KPMG U.S. Financial Services reposted this
So much to learn and discuss at the 37th Annual KPMG US Insurance Industry conference, Navigating the (un)Known. Here are some ideas that are already sticking with me on day one: - Scott Shapiro made the case that EQ is as important as IQ, and - Joan Lamm-Tennant, PhD reminded us of the importance of purpose, strategy and culture in times of accelerated transformation. For over 30 years, the #KPMGIIC has been engaging the Insurance sector in the topics and conversations that will #MaketheDifference for the industry. Heading back in to learn more! #KPMGInsurance #insurance #culture #strategy #transformation
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The afternoon begins with an exploration of "Megatrends Reshaping Risk." In this session, Lori Goltermann examines how climate disruption, workforce shifts, global trade changes, and rapid tech advancements are redefining risk and resilience strategies. Scott Shapiro enriched the conversation with an interactive dialogue and Q&A. More insights to come from the 37th Annual Insurance Industry Conference! #KPMGIIC
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KPMG U.S. Financial Services reposted this
Throughout my career, I’ve watched the insurance industry navigate constant change with new tech, shifting regulations, economic pressures, and evolving customer expectations. However, #AI is perhaps the most significant development of my career. While AI will surely be a major disruptor, it also presents tremendous opportunities. I'm excited to join fellow industry leaders at the 37th KPMG US Insurance Industry Conference, Navigating the (un)Known, for a day and a half of engaging discussions focused on driving real value and growth across Life & Retirement, Property & Casualty, and Insurance Distribution sectors. #KPMGFinancialServices #InsuranceInnovation #Leadership #IndustryTransformation