Topic: Creating a Learning Organization – How to Define FP&A Success

Speaker: Jeffrey Kishner, President & CEO, Epoche Insights Inc.

Presentation:
What makes an effective Financial Planning & Analysis (FP&A) team? In this discussion we will explore how FP&A can become a critical engine that drives firm performance by enabling and driving alignment across the organization. By examining the reason why companies create budgets, we will discuss the ways in which an FP&A can create firm value by engaging with employees to foster an environment focused on the collaborative creation and execution of the firm's strategy. We then will discuss how the Budget fits into the typical FP&A cycle and how creating and nurturing a Learning Organization is the ultimate achievement for FP&A. 

Speaker's bio:

Jeffrey has a demonstrated track-record of injecting a winning mentality into companies and driving initiatives that have resulted in “step-change” improvements to productivity and bottom-line profit.  With expertise in Finance, Strategy & Operations and a career spanning diverse industries, Jeffrey has built and led finance and operations teams which have partnered with executives to identify and harness organizations’ untapped potential.

At Epoche Insights, Jeffrey focuses on building and enhancing clients’ Financial Planning & Analysis (FP&A) teams, which he positions to be the analytical engine of the organization that turns financial and operational data into insightful and action-oriented management information. He has also advised on and led large-scale reorganizations, business transformations, salesforce effectiveness initiatives, cost management and Budget system implementations.

Jeffrey holds an MBA degree from the University of Rochester (Simon) and an honors BA in Philosophy from McGill University.