Finance Roundtable Series – Seattle

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One of the most daunting topics for the finance leaders we work with is how to be more data driven in their decisions.  We’re not just talking just spreadsheets and charts.  We’re talking how to achieve truly predictive data insights in the most critical elements of your organization.  We’re talking about how to recognize trends in your data before it ever impacts your business.

On November 10th, eCapital Advisors is bringing our most popular finance roundtable to Seattle to examine these exact challenges.  Join your local peers and other finance leaders as author, thought-leader and FP&A consultant, Brian Kalish and eCapital Advisors Partner, Lisa David, moderate a lively discussion.

If you haven’t seen these two in action, you don’t want to miss this.  Between humorous anecdotes, profound insights, and thought-provoking questions, they quickly ramp up this energetic conversation.

Key discussion points will include, but are not limited to:

  • Building a culture of data-driven decision making
  • How xP&A’s connected planning breaks down silos between Finance and Operations
  • Technology that blends transaction-level detail and predictive algorithms for unprecedented insights

Space is limited for this roundtable to facilitate a more intimate discussion, reserve your space soon.

Beginning October 25, people ages 12 and older will be required to show proof of full COVID-19 vaccination or a negative test result to enter restaurants in King County.

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.

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