Robert Kugel

Executive Director, Business Research

Book Robert Kugel
  • AI for Business
  • Integrated Business Planning
  • Office of Finance
  • Research & Insights

US

Available for In-Person and Virtual events.

Sample Keynote Topics:

  1. AI-Enabled Finance: From Close to Forecast
    Where finance teams can improve speed, control and insight with practical AI.
  2. Planning for Uncertainty With Better Data
    How finance and operations leaders can improve agility through connected planning.
  3. Reimagining Procure-to-Pay and Working Capital
    Using software and automation to improve visibility, cash flow and resilience.

About Robert Kugel

Rob leads and manages the business software research and advisory team focusing on the intersection of information technology and applications across the front- and back-office areas of enterprises. Rob leads the Office of Finance practice and the AI for Business efforts and is a book author and thought leader on integrated business planning (IBP). Prior to ISG and two decades at Ventana Research, he was an equity research analyst at several firms including Credit Suisse, Morgan Stanley and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University and is a CFA charter holder.