About Brian Kalish

Brian Kalish is a former Executive Director with 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. In 2014, Brian Kalish was awarded the Global Certified Corporate FP&A Professional designation.
13 03, 2019

From Strategy to Execution

By |March 13th, 2019|Categories: Thought Leadership|Tags: , , , |

Unleash Your Sales Teams' Potential Through Seamless Planning & Performance Management As long as there have been Sales and Finance functions at organizations (which is a long way of saying “forever”), there has been a natural and real tension between the two groups. For way too long, there has been a long-running cold (and sometimes warm, or even hot) ...

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13 02, 2019

Is AI Enhancing or Disrupting FP&A as We Know It?

By |February 13th, 2019|Categories: Thought Leadership|Tags: , , |

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 FP&A function. Semantics? Maybe. ...

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16 01, 2019

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

By |January 16th, 2019|Categories: Thought Leadership|Tags: , , , |

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 ...

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