• 39th Annual CSUN Assistive Technology Conference - March 18 - 22,2024 at the Anaheim Marriott

    The Premier AT Conference

38th Annual CSUN Assistive Technology Conference Has Concluded

Document Accessibility Rollout in Large Financial Services Companies

Date & Time
Wednesday, March 15, 2023 - 4:20 PM PST  
Platinum 6 (LIVESTREAM)  
Organizations of all sizes are required to provide accessible documents to their customers, but large financial services companies face unique challenges when it comes to developing and implementing an enterprise document accessibility strategy. While regulatory compliance is critical, there are a number of other factors to consider. Attendees will learn about the key elements of a robust document accessibility strategy, including staff training, security concerns, remediation tools and testing processes. In addition, This session will cover the following issues: • Defining the scope; • Prioritizing content for remediation; • Establishing a training plan; • Determining roles and responsibilities; • Developing both a short- and long-term strategy; • Understanding the difference between static and transactional material; • Addressing concerns of various teams (e.g. legal, business, IT, content creators); and • Ensuring that end users are aware of the services being offered. Generating an enterprise-wide document accessibility strategy can seem like a daunting task. This session will present an approach based on industry best practices that not only meets legal requirements but also addresses the needs of large financial services companies.

This PowerPoint Presentation Download Link is provided by the Presenter(s) and not hosted by the Center on Disabilities at CSUN. The Center on Disabilities has confirmed, as of April 14 2023, content linked is relevant to the presentation, but has not been reviewed for accessibility nor will the Center on Disabilities attempt to remediate any accessibility issues in the linked content. Please contact the Presenter(s) with any accessibility concerns.

Finance & Banking
Audience Level
Session Summary (Abstract)
In this session we’ll discuss how large financial services companies can develop and implement an enterprise document accessibility strategy. We’ll cover key issues.  
Primary Topic
Blind/Low Vision  
Secondary Topics
Information & Communications Technology (ICT)  
Session Type
Exhibitor Track  


  • Dena Wainwright
    Fidelity Investments
  • Kim Jacoby
    Fidelity Investments
  • Carl Eisenbrei
    Crawford Technologies

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