Event Description:
In today’s ever-changing economic landscape, companies face immense pressure to optimize their workforce, streamline processes, and adopt digital solutions. However, the real challenge lies in measuring the success of these initiatives. How can you effectively assess their impact? How do you identify areas for further improvement while ensuring that both your shareholders and your workforce feel valued? We invite you to join Sapling Financial Consultants for an engaging webinar where we’ll delve into the transformative power of Business Intelligence (BI).
Our guest speaker, Jamie Lukaszewski, CPA, and Director of Financial Operations at Trivest, overseeing 52 portfolio companies in the Office of the CFO, will also share his expertise. Prior to joining Trivest, Jame spent 5 years at a middle market Private Equity fund overseeing investments in insurance (Meyers Glaros Group acquired by HUB Insurance), Unity Physicians Hospital (healthcare) and BMI Audit Services (insurance). Jamie also spent time as an operator / CFO leading to two successful exits – The Onion and RocketJump. Jamie started his career at KPMG in their financial due diligence and investment banking groups. Jamie attended Indiana University where double majored in Finance & Accounting and played varsity football (class of 2010).
At Sapling, we specialize in helping businesses transform their data into actionable insights. Our BI services empower you to go beyond mere data collection to making informed decisions that enhance performance and drive growth. For a sneak peek at what we can offer, check out our Demo Dashboard.
Don’t miss out on this opportunity to learn how BI can elevate your organization. Join us for valuable insights and strategies for effective due diligence in the current financial climate. Our webinars will invite guest speaker(s) and feature a Q&A session, providing an opportunity to share your insights and engage with industry professionals.
