FP&A Virtual Roundtable Series for Retailers

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You are invited to a virtual FP&A Roundtable for Retail organizations on Wednesday, June 24th.

As entire countries are under quarantine orders and consumers around the world are restricting human contact, retailers are scrambling to adapt.  For retailers, the COVID-19 virus has had a significant impact on every business function, with the situation changing daily.

Retailers are looking at how to manage the fluctuations in demand along with long-term supply chain challenges. Those with physical footprints are preserving and seeking cash while trying to protect their employees’ health and safety.  Our business partners are asking new questions and seeking urgent insight and guidance from their FP&A teams.

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 many others) as it relates to People, Process, Technology and Culture.

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.