FP&A Virtual Roundtable Series for Financial Services

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You are invited to a virtual FP&A Roundtable for Financial Services organizations on Wednesday, June 10th. 

In the financial services space, the effort to “flatten the curve” has created unprecedented operational challenges and business risks, but also new opportunities.  There has not only been a major change in the way financial institutions conduct business, but in the way employees do their work and the way consumers manage their finances.  

Banks and credit unions must use this time of disruption to reinvent themselves from the inside out.  This includes the way they use data, AI, technology and human resources to impact marketing, innovation and the digital delivery of products and services. 

From the comfort of your home office, set up your video chat capability, have a snack and sip on your favorite drink.  This is an opportunity to discuss with your FP&A peer group how we are addressing these challenges and opportunities as it relates to People, Process, Technology and Culture. 

This session is hosted by eCapital Advisors, Adaptive Insights, and author and thought leader Brian Kalish.  Space is limited to ensure maximum networking value – register now! 

Moderated by: 

Lisa DavidLisa David, Partner, eCapital Advisors 

At eCapital Advisors, Lisa’s role and passion are connecting business expertise and data analytics to drive solutions to dramatically improve the information on which executives make decisions. Lisa and the eCapital team works with clients to go to many layers below the surface to understand them, their business model, and their goals. Crafting a cutting-edge solution road map that applies data to create a new business model and generate tangible insights and outcomes.

Brian Kalish, Principal, Kalish Consulting 

Brian is passionately committed to building and connecting the global FP&A community.  He has over 25 years of experience in Finance, FP&A, Treasury and Investor Relations. He has held several treasury and finance positions with AFP, the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.