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.

 

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.

Read More...

The 3 Most Common Forecasting Errors Retail CFOs Make

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

Read More...

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.

Read More...

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.

Read More...

FP&A Trends for 2019: The Year of Digital Finance Transformation

I always enjoy addressing the question, “What do you think will be the biggest/most important/most impactful trends in fp&a of the coming year”? It gives me a chance to pause and review all the places I’ve been, all the CFOs I spoken with, and all the companies I’ve worked with over the past twelve months, to refine and distill what I believe are the top technological trends for financial planning & analysis in 2019.

Read More...