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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.

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