Lisa David
Partner
eCapital Advisors
 
As a Partner at eCapital Advisors, Lisa is responsible for the go-to market strategy, marketing, business development and solution delivery for clients and prospects.  She brings her extensive finance and  technology background to help educate clients on technology that will meet their process needs.
 
Lisa has over 16 years of experience in professional consulting services and sales.  She aligns herself with thought leaders in the Financial Performance Management and Business Intelligence/Data Warehousing Industry to form strategic vendor relationships to best serve eCapital customers.  Lisa also serves on the IBM product advisory teams and supports many customer relationships and advisory groups.
 
Lisa serves as the treasurer of the board of directors for Vision Loss Resources. She is also a member of Women’s President’s Organization.
 
Prior to joining eCapital Advisors, Lisa worked as an audit manager for seven years with Arthur Andersen in the Minneapolis office. She primarily served clients in the manufacturing, high technology and consumer products industries. In addition to serving the technical and reporting needs of her attest clients, Lisa also worked on several debt and equity offerings.

Lisa graduated from the University of Northern Iowa with a B.A. in Accounting. CPA certification.
 


Matt Frederick
Partner, IBM Operations
eCapital Advisors

Matt is a Partner at eCapital Advisors and leads the eCapital Advisors IBM Practice.  He has overall responsibilities for IBM service delivery, business development and relationship management with IBM.  Matt has been working in software consulting and the IBM Cognos product line for over 15 years.
 
Matt has managed Cognos Performance Management implementations at some of the largest companies in the Midwest region, ranging in size from $200 million to $20 billion in annual revenue.  Matt has extensive experience with helping eCapital’s clients understand how they can use IBM Cognos technology to solve their business issues with managing and delivering information to their enterprise.  Matt has implementation experience with many industries including Healthcare, Retail, Consumer Goods, Higher Education and Manufacturing.
 
Prior to joining eCapital Advisors, Matt was a Manager at Accenture in their PeopleSoft Organization for five years.  During this time Matt was a part of many large and complex ERP implementations.
 
Matt is a certified IBM Cognos sales professional for Cognos BI and FPM, a mid-market solutions specialist, Cognos Planning professional and certified TM1 developer.  Matt holds B.A.’s. in Computer Science and Economics from the University of St. Thomas in St. Paul, Minnesota.



Steve Whinnery
Partner
eCapital Advisors

Steve is a Partner at eCapital Advisors and an original employee, joining the firm in 2001. Over the past 10 years at eCapital Advisors, Steve has guided numerous Fortune 500 and mid-market companies on how to make better business decisions by providing improved process and technology for performance management.  As the Oracle practice lead, Steve provides strategic consulting and is responsible for selling and delivering successful Oracle Hyperion performance management and Oracle BI solutions.
 
Steve possesses a strong IT and Finance consulting background with experience in many diverse industries including Manufacturing, Service, Retail, Healthcare and Gaming.  He has teamed with clients and prospects to create a performance management strategy, evaluate technology, gather requirements and design and implement solutions to drive value within their organization.  Steve’s clients have included:  Best Buy, Caesars Entertainment, Carlson Companies, Ecolab, Hormel Foods, Medtronic,  Pentair, Polaris, Target, United Health Group, World Wide Technology.
 
Steve has extensive design and development expertise within the Oracle Hyperion Enterprise Performance Management suite of applications.   Steve has also led and implemented several planning, business intelligence, consolidation and reporting projects utilizing other technologies. 

Prior to joining eCapital Advisors, Steve was part of the technical architecture team at Andersen Consulting which supported multiple global PeopleSoft ERP applications.

Steve holds a Bachelor of Science in Business Management, Marketing and Entrepreneurship from the University of Wisconsin-Eau Claire.