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.
To companies trying to compete and thrive in 2017 and beyond, it’s becoming increasingly apparent that the traditional budgeting process is providing less and less value. It’s taking sophisticated on-the-fly modeling (OTF) to better understand how your organization may look over the next month, quarter, and year.
Budgeting is an interesting topic to discuss in the greater context of planning, forecasting, and decision-making in the 21st century. Corporate financial budgeting (as we know it) was born in the Age of Jazz, when flappers and sheiks ruled supreme.
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