FP&A Virtual Roundtable Series – Global Impact

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Given the global nature of FP&A and how the challenges we face are universal, it is important to reach out and support the world as much as possible.  FP&A teams are now being called upon to forecast multiple scenarios in compressed timeframes, allowing leadership to make necessary macro- and micro-adjustments to the business. These faster turnaround times further highlight the need for ease of access to, modeling of, and visualization of the data. Data insight is no longer a luxury. It’s now a requirement in order to respond quickly to changing environments. If you want to outperform your competition, you need both agility and analytics.

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 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!


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.