Best Practices For Your ESMA ESEF Project Implementation

Presented by Certent and Donnelley Financial Solutions


With change being a constant challenge and opportunity for Finance teams, the introduction of the ESMA ESEF reporting mandate must seem like just another set of regulatory reporting which will add little value to the business but require a fair amount of finance management time to ensure compliance. The good news is that both of the above assumptions are not necessarily correct! 

The introduction of the mandate can be seen as an opportunity to improve reporting and potentially refresh outdated manual processes with automation to improve efficiency and remove what might well be one of the last manual process systems within the Finance team. A mini digital transformation project perhaps?

From a time management perspective, this is where DFIN and Certent can provide guidance and help to minimise disruption and provide best practice advice. The lively thought leadership panel discusses several topics including the following:

    • An introduction to ESEF regulation
    • Enabling compliance for the ESMA ESEF mandate
    • Internal controls
    • Audit considerations
    • Disclosure requirements

Watch now for insight into best practices to manage your ESMA ESEF project.



Phil Fitz-Gerald

Phillip Fitz-Gerald

Director, Financial Reporting Council
Phil became Director of the Financial Reporting Lab in 2017.  He is a Chartered Accountant in the UK with over 20 years of experience in accounting and audit, focusing on improving the quality of company reporting.  He has worked for the Financial Reporting Council since 2009 and was previously the Head of Case Examination and Enquiries  
Phil started his career in the audit practice of KPMG where he spent ten years, the latter half of which he worked as a senior manager in the firm’s professional practice department. After leaving practice, he spent five years as a training consultant helping companies with their corporate reporting requirements before joining the FRC. 
Phil is also a board member of XBRL International.   
Thomas Toomse-Smith

Thomas Toomse-Smith

Project Director, Financial Reporting Council
Thomas is the Project Director of the Financial Reporting Council’s Financial Reporting Lab. The Lab brings together Companies and Investors to think about how to improve corporate reporting. Thomas has been in the Lab since 2013 and leads the Labs’ work on the digital future; looking at how the use of technology such as XBRL, Blockchain, AI and Augmented reality will impact corporate reporting. Before joining the Lab, Thomas worked in the Corporate Reporting team at a listed insurance company and before that as an auditor for ten years both in the UK and the US.  


Patricia Myles DFS

Patricia Myles

Global Regulatory Compliance Consultant, Donnelly Financial Solutions

Patricia Myles is the Global IFRS XBRL Consultant at Donnelley Financial Solutions (DFIN) within the Capital Markets division. Her main focus within this role lies with the SEC and ESMA mandate for IFRS XBRL reporting. She is responsible for leading the company's initiative on the provision of software solutions and consultative services to an international client base.
Patricia also formed part of the IFRS Taxonomy Consultative Group which involves monitoring events closely as it relates to the IFRS taxonomy development. She is originally from Ireland, where she is a member of the Institute of Certified Public Accountants in Ireland and holds a diploma in International Financial Reporting Standards issued by the Institute of Chartered Accountants, England, and Wales. 
Wayne Isaac

Wayne Isaac

FCCA, Disclosure Management Solution Engineer, Certent

Wayne Isaac, Disclosure Management Solution Engineer at Certent, is a qualified accountant with over 20 years of deep experience working across a variety of finance roles and industries. Prior to Certent, Wayne held the position of European Financial Controller as well as various technical consulting roles at Clarity Systems and IBM with a focus on narrative reporting, consolidation, and business analytics solutions.

Passionate about helping the Office of Finance mitigate risk and uncover process efficiency, Wayne has a unique ability to combine his real-world experience and his deep technical expertise to deliver comprehensive solutions and strategic advice that helps companies streamline their internal, external and regulatory reporting processes.


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About Certent

Certent, Inc., founded in 2002, helps customers elevate their business with smart, intuitive solutions for modern finance. Our advanced solutions for equity management, disclosure management, and narrative reporting help business and finance leaders improve accuracy, save time, and get more done. Redefine your approach to governance, risk, and compliance with Certent. The company operates in seven countries and serves over 2,400 public, private, and pre-IPO companies around the world.

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