Climbing the FP&A maturity curve

With the advanced of analytics, automation, and intelligent technologies, businesses more than ever have a significant opportunity to significantly improve financial planning and analysis. But with all the choices and opportunities, the first steps and decisions often seem daunting. This session will help you:

•Understand what technologies and solutions stand to have the greatest impact on FP&A and how you need to evaluate them
•Prioritize financial planning and reporting processes that are the best candidates for applying intelligence, analytics, or automation
•Prepare for the change management challenges of applying new technology to traditional planning processes
•Know how you can measure the success and spread the learnings of initial pilot projects

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Brian Kalish Kalish Consulting
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In addition to Brian’s robust consulting and advisory practice, he is available as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. He has spoken all over the world to audiences both large and small. He also writes in a regular basis. He is an Expert-in-Residence (EIR) at eCapital Advisors, headquartered in Minneapolis, Minnesota. Brian is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtables and events in North America, Europe, Asia and South America. He is a Senior Executive Advisor at the NeuGroup located in NYC Brian is also an Adjunct Professor at Florida International University (FIU) in Miami, Florida. Former Executive Director – Global FP&A Practice at AFP He has over 25 years experience in Finance, FP&A, Treasury and Investor Relations. Prior to joining AFP, he held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.