CSRD in insurance companies: how to deal with it in an orderly manner

Management Solutions organized together with Workiva a breakfast meeting in which experts in sustainability reporting and finance from the two firms shared the challenges in the implementation of the CSRD in this first year of reporting

 

During the breakfast meeting held in Madrid, experts from Management Solutions and Workiva shared with around 20 representatives of insurance companies the challenges in implementing CSRD in this first year of reporting, presenting a practical case study of how to approach reporting in an orderly, traceable and auditable manner with the Workiva tool.

Management Solutions and Workiva, a global SaaS company that provides a cloud-based platform for management and compliance reporting, signed a global partnership in 2024 under which the two firms will collaborate on financial, ESG (environmental, social and governance), audit and risk management reporting. The agreement is already in place in geographies such as Spain, Portugal, Poland, Mexico and Brazil, and will gradually be extended to the rest of the group's units.