FP&A Virtual Roundtable Series – Storytelling with Data

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Communications is critical in financial planning and analysis (FP&A). Simply put, to be an effective finance professional, you must be a good storyteller. There are five guiding principles FP&A professionals should follow to be effective communicators and tell a compelling story.

  1. Know your audience.
  2. Choose the right medium.
  3. Know your business.
  4. Be efficient.
  5. Build relationships.

To be truly effective storytellers, finance people must essentially translate numbers into a language that the whole business can understand—from the board to the C-suite, and across every department.

Having a reputation as a good communicator can only increase your value and your brand.

This session is hosted by eCapital Advisors, author/thought leader Brian Kalish, and world-renowned expert, Dr. Jürgen Faisst. 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.

Dr. Jürgen Faisst, IBCS Institute 

Jürgen is on a mission to enhance the legibility of reports, presentations and dashboards by applying a consistent visual design. He is co-author of the game-changing book “SOLID | OUTLINED | HATCHED – How visual consistency helps better understand reports, presentations and dashboards”. As an experienced C-level manager, appreciated instructor, well-versed notation expert and passionate musician he serves frequently as key-note speaker at international conferences.

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