Treasury Virtual Roundtable – The Year in Review and the Year Ahead

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Data Analytics, Forecasting, Scenario Planning, and RPA (Robotic Process Automation) were some of the hottest topics in 2020 and continue to be so in 2021. Hear from your peers on what they learned in 2020 and what the profession expects in 2021 & beyond.

From the comfort of your home office, set up your video chat capability – casual works for us!  This is an opportunity to review and discuss what we have learned through the trials and tribulations of 2020 and apply those lessons learned to take advantage of the opportunities and minimize the risks that 2021 may present us.

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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