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November 9-11, 2025
Renaissance Providence Downtown HotelProvidence, RI

2025 Schedule

Beyond the P&L | Strategy, Accountability, and Metrics That Matter

Dave Fabian  (Chief Financial Officer, 24 Carrots)
Andrew Gerstel  (CEO, Gerstel Advisory)
Location: Beethoven
Date: Monday, November 10
Time: 11:00 am - 12:00 pm
Track: Financial Insight Group (FIG)
Vault Recording: TBD

A smart, focused dive into the numbers that drive decision-making. We’ll look at how companies structure their P&Ls, what ideal targets look like across departments, and how finance leaders are reporting those numbers to owners and teams.

We’ll also explore how to turn financials into tools, not just reports. What do you share? With who? And how do you make it digestible without dumbing it down?

Includes:
• Sample report structures and formatting tips
• Live discussion on department-level P&Ls
• Metrics that help leadership actually steer the company