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

2025 Schedule

Financial Goal Setting That Actually Drives Behavior

Dave Fabian  (Chief Financial Officer, 24 Carrots)
Andrew Gerstel  (CEO, Gerstel Advisory)
Location: Beethoven
Date: Monday, November 10
Time: 3:50 pm - 5:00 pm
Track: Financial Insight Group (FIG)
Vault Recording: TBD

We set financial goals every year, but do they really guide action? This workshop digs into how to build strategic, company-wide goals that don’t sit in a spreadsheet. Learn how to reverse-engineer annual targets into monthly and departmental benchmarks, build team buy-in, and course-correct when you’re off track.

Includes:
• Goal breakdown templates
• Real examples from LCA companies
• Collaborative discussion on accountability across teams