Brian Kalish

Brian Kalish

About Brian Kalish

Brian Kalish is founder and principal at Kalish Consulting. As a public speaker and writer addressing many of the most topical issues facing treasury and FP&A professionals today, he is passionately committed to building and connecting the global FP&A community. He hosts FP&A Roundtable meetings in North America, Europe, Asia, and South America. Brian is former executive director of the global FP&A Practice at AFP. He has over 20 years experience in finance, FP&A, treasury, and investor relations. Before joining AFP, he held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third Bank, and Fannie Mae. Brian attended Georgia Tech in Atlanta, GA for his undergraduate studies and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

How Finance Can Use Data Visualization To Support Business Decisions

6-Feb-2018 | Brian Kalish

Part 15 in the Dynamic Planning Series In my last blog, I explored how FP&A professionals can use data visualization tools to find meaning in huge volumes of data – to quickly comprehend tho

Interactive Data Visualization: The Key To Better, Faster, Smarter Decision-Making

23-Jan-2018 | Brian Kalish

Part 14 in the "Dynamic Planning" series As access to high-quality data becomes more common, more team members across the business organization are facing the challenge and opportunity to make mor

finance, budgeting, planning

Should FP&A Look Top-Down Or Bottom-Up?

9-Jan-2018 | Brian Kalish

Part 13 in the Dynamic Planning Series While “top-down” or “bottom-up” sound like some lively toasts you might hear in an English pub, they are also two of the most common ways to prepare

Why Building Business-Model Scenarios Is The Key To Dynamic Planning

26-Sep-2017 | Brian Kalish

Part 8 in the Dynamic Planning Series A main goal of many of FP&A professionals I interact with concerns becoming a trusted business partner. Whether that's with the company as a whole, the C-s

Financial planning, analytics

School’s Back! Do You Have The Right Skill Set For Dynamic Planning?

19-Sep-2017 | Brian Kalish

Part 7 in the Dynamic Planning Series “Do I have the right skill set for FP&A in 2017 and beyond?” That is a question I am asked all the time, whether I’m in Kuala Lumpur, Montevideo, or

Dynamic Planning: Real-Time Data For Real-Time Decisions

5-Sep-2017 | Brian Kalish

Part 6 in the Dynamic Planning Series Planning is an integral part of enterprise performance management (EPM). Gartner defines EPM as “the process of monitoring performance across the enterprise

finance, digital finance

What FP&A Professionals Need To Know About Real-Time Access To Actuals

29-Aug-2017 | Brian Kalish

Part 5 in the Dynamic Planning Series A lot has changed over the past 20 years in the world of planning, forecasting, and analytics. Previously, a lack of clarity into the actual performance of an

The (Not-So) Secret Behind Real-Time Access To Actuals

8-Aug-2017 | Brian Kalish

Part 3 in the Dynamic Planning Series The whole strength of the dynamic planning concept is the ability to gain insights about the organization at a frequency greater than the annual planning cycle

Why Dynamic Planning? Because Static Planning Is History

1-Aug-2017 | Brian Kalish

Part 2 in the Dynamic Planning Series. In my first blog in this series, I described the concept of dynamic planning and how it differs from the historical static way of planning. Here, I am focusin

Dynamic Planning For A Dynamic World: Are You Ready For Change?

25-Jul-2017 | Brian Kalish

Part 1 in the Dynamic Planning Series The days of creating an annual plan and then reviewing that plan 12 months later, as the new annual planning season begins, are over. In 2017, the rate and mag