Seminars / Events

Loading Events

« Event Calendar

  • This event has passed.

e20230215 Digital transformation for Finance and Tax – How to create quick wins with self-services technologies

Programme Code:
15 February 2024 (Thursday)

Mr Henry Leung, Director, PwC Hong Kong

Mr Jeffrey Ip, Senior Manager, PwC Hong Kong

Proficiency Level:
Intermediate Level
CPD Hours:
Event Categories:
Free Preview:


Please be reminded that this is an e-seminar which can be accessed anytime to obtain the CPD hours.

With the increasing complexity in compliance regulations, reporting requirements and the pressure on talent retention, finance and tax functions are exploring how technologies can reduce “record-to-report” cycle, to create an efficient and risk-free process, and to retain knowledge. One may consider upgrading their financial and reporting systems to address such challenges. However, such implementations typically take months and even years to complete. What technology options are available for finance and tax functions to create quick wins during the transition?

In this webinar, the speakers will talk about the different technology options in the market. Through live demonstrations, you can visualize how a combination of different tools can create quick wins for your functions.The speakers will also share the trend in digital upskilling and the approach.

Topics to be covered included:

  1. Common challenges on data, compliance and reporting requirements faced by finance and tax functions today
  2. Introduction to the latest automation technologies
  3. Use cases demonstration on how a combination of automation technologies can be used to reduce “record-to-report” cycle to create quick wins
  4. Trend and approach in digital upskilling; and the support from the Government

No CPD hours will be granted if you have already attended the live webinar on 15 February 2023.

Speaker Profile

Henry Leung is a Director leading the technology practice in Tax Reporting and Strategy. He has more than 20 years of IT experiences covering software development, business analysis, solution design and project management. He helps clients in digitally transforming their business through designing technology roadmap, implementing self-services automation solution and digital upskilling program. He also leads the implementation of Pillar 2 analytics and explores ESG reporting automation for clients in Hong Kong and Singapore.

Henry specializes in project management, process improvement and solution implementation.

Henry holds a Master Degree in Business Administration and Management of Technology from Simon Fraser University. He is also a Certified Alteryx Designer Advanced, a Tableau Desktop Specialist and a Certified UiPath RPA Developer.

Jeffrey Ip is a Senior Manager in Tax Reporting and Strategy practice. Over the past few years Jeffrey has managed and delivered numerous digital transformation projects for multinational companies across various industries. His areas of expertise include corporate governance, project management, business analytics and digital upskilling.

Jeffrey holds a Bachelor Degree in Economics from The Chinese University of Hong Kong and a Bachelor of Laws Degree from the University of London. He is also a member of the Chartered Governance Institute, a Certified Alteryx Designer, a Certified RPA Developer (UiPath & Automation Anywhere) and a Tableau Desktop Specialist.