Brian Kalish Finance Expert

Brian is Founder and Principal at Kalish Consulting. He is Former Executive Director – Global FP&A Practice at AFP. He has over 20 years of experience in Finance, FP&A, Treasury and Investor Relations. He previously held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. He has spoken all over the world to audiences both large and small hosting FP&A Roundtable meetings in North America, Europe, Asia and soon South America. Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies in Business 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.

Finding the

Finding the "New Normal"​ for FP&A in Financial Services

Part of the ‘new normal’ for FP&A means remote work and virtual collaboration.


How a Spirits Company Reduced Stranded Inventory with Rolling Forecasts

The company was losing sales when its popular products weren't in stock so it stopped using static forecasts to anticipate demand.


The 3 Most Common Forecasting Errors Retail CFOs Make

Smart investment on the planning side can help retailers better align forecasts with actual sales.


5 CFO Trends to Watch in 2020

Greater adoption of rolling forecasts and subscription pricing models are among the trends you'll see this year.


Is Artificial Intelligence Enhancing or Destroying Financial Planning & Analysis as We Know It?

When I hear or read that artificial intelligence (AI) is “disrupting” financial planning and analysis, I tend to challenge the premise. The word “disrupt” means to me to interrupt, alter or destroy the structure of something. I look at AI (or really all technology for that matter) as having the potential to enhance and/or improve the financial planning & analysis (FP&A) function. Semantics? Maybe.