Topic: Strategic Planning & Financial Budgets - Building Alignment through FP&A

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

Presentation:
In this discussion we will explore how Financial Planning & Analysis (FP&A) can shape firm strategy and enable strategic execution. We will discuss the links between strategy, budgets, forecasts and monthly reporting and how to design an operating rythmn that supports the execution of the firm's strategy. We will then discuss the aspects of Strategic Planning and how CFO's and Finance leaders can shift from being process owners to strategic business partners who help bring the firm's strategic vision to life.

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.