RPA and FP&A: Where’s the value

Robotic Process Automation is the one of the latest buzzword technologies to cross business and IT landscapes. It’s taken particular hold in helping to streamline core financial and operational process. Is RPA ready to add value to the FP&A process? This session will help you:

•Understand the basics of RPA and where in the Financial Planning and Analysis roadmap it makes sense to apply
•Know the skills and technologies you will have to acquire to make RPA work in your organization
•Prepare for the potential impact RPA can have on your existing workforce enabling them to focus on more strategic tasks
•Know how RPA and AI can be leveraged together to advance your planning process and create more accurate plans, and provide greater visibility into your business

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MEET THE EXPERTS

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.

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