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.

Financial planning, iFP&A, baseball, analytics, cloud computing, Machine Learning, artificial intelligence, innovation, future technologies

Why FP&A Is A Lot Like Sabermetrics

8-Jan-2019 | Brian Kalish

Part 16 and the final blog in the “Intelligent FP&A” series I have two true passions in life: math and baseball. If you look at a Venn diagram of these two topics, the area of overlap coul

FP&A, Finance, planning, analytics

Why FP&A Is A Lot Like Baseball

26-Dec-2018 | Brian Kalish

Part 15 in the “Intelligent FP&A” series I had the good fortune to present the keynote at the 2018 AICPA FP&A Conference in Denver, Colorado. One of the messages I shared with the audi

Financial planning, analytics, cloud computing, Machine Learning, artificial intelligence, innovation, future technologies

The Future Of FP&A: Lessons From The USS Enterprise

11-Dec-2018 | Brian Kalish

Part 14 in the “Intelligent FP&A” series Two of my favorite TV shows from the 1960s that dealt with the future were The Jetsons and Star Trek. One has a much better track record of predic

Robotic process automation, RPA, financial planning & analysis, FP&A

Future Of FP&A: “So Bright, I Gotta Wear Shades”

27-Nov-2018 | Brian Kalish

Part 13 in the “Intelligent FP&A” series When discussing the future of intelligent FP&A, I am reminded of the theme song from my high school graduation, Timbuk3’s “The Future’s S

Leveraging Big Data To Drive FP&A Decisions

13-Nov-2018 | Brian Kalish

Part 12 in the “Intelligent FP&A” series Having worked with many financial planning and analysis (FP&A) teams around the world, I have witnessed how Big Data can deliver competitive ad

budgeting, finance, FP&A, financial planning, ZBB

How To Enable Zero-Based Budgeting (The Collaboration Piece): Part 2

30-Oct-2018 | Brian Kalish

Part 11 in the “Intelligent FP&A” series My work with companies around the world, paired with access to a robust collection of academic research and case studies, has enabled me to create a

How To Enable Zero-Based Budgeting (The Collaboration Piece) (Part 1)

16-Oct-2018 | Brian Kalish

Part 10 in the “Intelligent FP&A” series Who would have thought that after 50 years we would still be talking about Pete Pyhrr? Pete is considered the “father of zero-based budgeting.”

How FP&A Can Come To Terms With The Latest Technology (Part 2)

2-Oct-2018 | Brian Kalish

Part 9 in the “Intelligent FP&A” series My first blog on the topic of technology terms explained advanced analytics and robotic process automation (RPA) in the context of financial planning

finance, planning, strategy, FP&A, RPA, digital transformation

How FP&A Can Come To Terms With The Latest Technology (Part 1)

18-Sep-2018 | Brian Kalish

Part 8 in the "Intelligent FP&A" series “The science of today is the technology of tomorrow.” – Edward Teller “Never before in history has innovation offered promise of so much to so m

Consuming FP&A Data: Moving Beyond Grids To Visualization

4-Sep-2018 | Brian Kalish

Part 7 in the “Intelligent FP&A” series When we start on the topic of consuming data, that’s an area that I feel quite passionate about. I truly believe that the way data and information