The future of disclosure management: automation, AI, and regulatory change: A conversation with Janis Steinmann, Edgar Findling, Julia Sudwischer

In this episode of Finance in Flow, host Janis Steinmann sits down with Edgar Findling, Partner at FDE Consult, and Julia Sudwischer, Lead for Report Creation at Lucanet, to explore the future of disclosure management. They discuss the biggest challenges finance teams face with manual reporting processes, how regulatory changes like ESEF and CSRD are reshaping disclosure practices, and the transformative role of AI and automation in improving efficiency and accuracy. Packed with practical insights and forward-looking perspectives, this conversation is a must-listen for finance leaders navigating today’s fast-evolving reporting landscape.About the guests:Edgar Findling is a seasoned consultant with FDE Consult, specializing in strategic advisory and operational efficiency. He brings extensive expertise in guiding organizations through complex challenges, driving sustainable growth, and delivering tailoredJulia Sudwischer is the Lead for Report Creation within the Professional Services team at Lucanet. She specializes in developing and optimizing financial and business reports, helping organizations gain clear insights and streamline their reporting processes. With her expertise, Julia ensures clients receive high-quality, tailored solutions that drive better decision-making.Transcript:https://docs.google.com/document/d/1vIEHuanZP4V5PQWMD6LbJAo5hOIdflNp/edit?usp=sharing&ouid=116570385380258913857&rtpof=true&sd=trueKey Quotes“Tools don’t sleep, they don’t get sick, and they don’t miss deadlines. They free up your team to focus on what really matters.”– Edgar Findling“You can’t expect magic from automation if your data is messy — structure your data first, then build trust in the system.” – Julia Sudwischer“The European Single Access Point should be a wake-up call — soon your digital report may be the first thing everyone sees, not the PDF on your website.” – Janis SteinmannTime Stamps00:00 – Introduction02:25 – Traditional Pain Points in Disclosure Management09:03 – Impact of Regulation and Stakeholder Demands13:13 – Automation vs. Growing Teams15:41 – AI and Automation in Disclosure Management19:40 – Customer Attitudes Toward AI23:38 – Starting the AI Journey28:21 – Digital-First Reporting & the European Single Access Point (ESAP)31:39 – Challenges of Migrating to True Digital-First Reports36:34 – Rapid-Fire Round39:54 – The Next 2–3 Years of AI in Disclosure ManagementLinksConnect with Edgar on LinkedInConnect with Julia on LinkedInLearn more about Lucanet Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.