Finance & Treasury Series – Virtual Holiday Roundtable

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eCapital Advisors and Brian Kalish, author and thought leader, invite you to a virtual holiday roundtable on Thursday, December 17th.

Join an exclusive network of finance professionals for a thought-provoking discussion exploring emerging finance trends:

  • Building a culture of data-driven decision making
  • How successful finance teams leverage technology to create a high-performing, agile organization
  • Challenges and lessons learned in 2020

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 KalishBrian 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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