Brian Kalish Finance Guru

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.

 

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.

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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.

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Why Financial Planning & Analysis is a lot like Sabermetrics

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 could be titled “sabermetrics.” As I have often shared in my writing and presentations, I believe one of the best ways to describe what intelligent FP&A is to friends, family, and business associates is to reference Michael Lewis’s fantastic book Moneyball. I may be dating myself, but I have been a huge fan of his books since back in 1989. Liar’s Poker, Moneyball, The Blind Side, and The Big Short are my favorites of Lewis’ books, and I highly recommend them.

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Why Financial Planning and Analysis is a Lot Like Baseball

Growing up in the suburbs of Washington, D.C, I had two great passions: math and baseball. I wanted to spend every day simply studying math and playing as much baseball as a kid could fit into a day. Unfortunately for me, just like in the Clint Eastwood movie “Trouble with the Curve,” I had trouble hitting a curveball. However, despite hanging up my spikes, my passion for baseball has never dimmed. (Side note: I have actually been to all the Major League ballparks and am now working on the AAA league parks.)

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The Future of Financial Planning & Analysis: Lessons From The USS Enterprise

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 predicting how technology has evolved. While we’re not quite driving the flying cars of the Jetsons – yet – let’s look back on the fantastic technological tools the crew of the USS Enterprise had at their disposal: the communicator (smartphone); tablets (Kindles and iPads); communication earpieces (Bluetooth); and virtual assistants (Alexa and Siri). With computers that can recognize natural language commands, I find myself believing we are still closer to the beginning, rather than the middle, of where technology can take intelligent FP&A in the future.

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