Sponsored by Workday
TIME: 2:00 PM ET

Webcast Summary

As finance leaders strive to raise their value to their companies by contributing to strategic decisions, they are recognizing the need to seek nonfinancial sources of information in addition to financial metrics on which they typically depend. 

Compared with finance leaders who limit their purview only to financial information, finance leaders who rely on multiple data sources, including operational metrics, are better able to recognize opportunities to improve their companies' overall performance. 

During this Webcast, we will highlight best practices finance leaders can use to elevate their value to their companies, including how finance leaders can:

  • Broaden their finance teams' analytical capabilities to encompass nonfinancial indicators of performance,
  • Achieve company-wide alignment on financial and nonfinancial performance indicators, and
  • Foster collaboration among departments to better inform a company's analysis of its overall performance, and, as a result, better inform a company's decisions.

About the Panelists

Brian Kalish, Principal, Kalish Consulting

In addition to maintaining a robust consulting and advisory practice, Brian regularly speaks about key issues facing treasury and FP&A professionals. He has more than 20 years of experience in finance, FP&A, treasury, and investor relations. He previously served as the Executive Director of the global FP&A practice with the Association for Financial Professionals (AFP), and before then, he held a number of treasury and finance positions with companies that include J.P. Morgan, Fifth Third Bank, and Fannie Mae.
Philip Peck, Vice President, Advisory Services and Finance Transformation Practice, Peloton Consulting Group
Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment efforts; digitally-enabled business process transformation; and optimizing technology investments to enable superior performance. Prior to joining Peloton, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader in the Planning and Performance Management Group for Answerthink Consulting. Before entering consulting, Philip worked in various business planning, finance, strategy, and sales operations capacities for Chicago-area companies, including Océ-USA, Ameritech, Apollo Travel Services, and RR Donnelley & Sons.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum
In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
Complete the form below to register for this event.

Attend this webcast and earn FREE Continuing Professional Education (CPE) Credit
Webcast Inquiries: For inquiries as well as complaints concerning this webcast, you are welcome to send an email message to
Please note that only those who attend the live Webcast will have the opportunity to earn continuing professional education (CPE) credit in connection with this Webcast. Because there is no charge to register for this Webcast, there are no refunds following registration for this Webcast.

Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

CFO Publishing is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Copyright © 2019 All Rights Reserved. is a division of Argyle Executive Forum.