Small Group Dinner in Dallas

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The premium on being able to meet in-person with our peers has never been greater. To be able to break bread and discuss both the opportunities and challenges before us is so critical in this time of immense uncertainty and rapid change.

The onus of moving the Office of Finance forward falls squarely on the shoulders of today’s Finance leaders. The ability to leverage our People/Technology/Processes/Culture is the key ingredient in formulating a Modern Finance Architecture.

Please join Lisa & Brian (invite only) as they bring their Small Group Dinner format to Dallas to discuss some of the most front-of-mind topics facing FP&A and Finance Heads. As well as sharing best-in-class practices and innovative technologies.

Lisa DavidLisa David | Managing Partner, Chief Revenue Officer | 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 | Executive Leader – FP&A and Treasury | eCapital Advisors

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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