FP&A Virtual Roundtable Series – South Central U.S.

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Over the years, we have visited many cities in the South Central U.S., spent time connecting over a meal and learning from each other. While we can’t be physically together in the current environment, we want to come back collectively as a region and continue the discussions related to: budget and planning efficiency, influence of technology on process improvement, increased analytics needs across the business, and the ever-changing role of FP&A.

From the comfort of your home office, set up your video chat capability – casual works for us! This is an opportunity to discuss with your South Central USA FP&A peer group how we are addressing today’s challenges and opportunities as they relate to People, Process, Technology and Culture.

This session is hosted by eCapital Advisors and author/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.

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