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Brian
Kalish
Principal
Kalish Consulting
Brian is an Expert-in-Residence (EIR) at eCapital Advisors (Thought Logic Consultancy), headquartered in Minneapolis, Minnesota. He is a Principal at Kalish Consulting. In addition to his robust consulting and advisory practice, Brian is available as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. He has spoken all over the world to audiences both large and small. He is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtables and events in North America, Europe, Asia and South America. Brian is a Senior Executive Advisor at the NeuGroup located in NYC. He is also an Adjunct Professor at Florida International University (FIU) in Miami, Florida. Brian has over 25 years’ experience in Finance, FP&A, Treasury and Investor Relations. Prior to joining AFP, he held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.
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24 June 2026 09:00 - 09:10
Chairperson opening remarks
Set the stage for a day of high-impact learning, debate, and peer collaboration. The chairperson will frame the key challenges facing CFOs today, from volatile markets and tech disruption to investor scrutiny, and highlight the themes that will drive actionable insights throughout the summit.
24 June 2026 16:55 - 17:00
Closing remarks
The chairperson wraps up the day with final insights, audience reflections, and themes to take back to your organization.
24 June 2026 13:40 - 14:25
The Four CFO Archetypes
In this hands-on, interactive experience, you’ll dive into the four core CFO archetypes, identify your dominant working style, and explore how it shapes the way you lead, influence and make decisions. You’ll move through two breakout rounds: - First, connecting with peers who share your archetype to compare strengths and patterns - Then joining a mixed group of contrasting archetypes to uncover collaboration gaps, challenge assumptions and learn from perspectives radically different from your own. The four CFO archetypes: 1. The Strategic CFO (AKA The CEO’s Strategic Partner): A future-focused business architect who blends financial rigor with enterprise strategy, helping shape markets, models and long-term direction. 2. The Transformation CFO (AKA The Change Agent): A reinvention-driven leader who modernizes systems, processes and structures while managing the people side of change to deliver sustainable evolution. 3. The Digital CFO (AKA The Tech-Forward Pioneer): A technology-enabled strategist who uses automation, AI and real-time data to accelerate insights, improve decisions and transform how finance operates. 4. The Operational CFO (AKA The Process Optimizer): A hands-on efficiency expert who relentlessly improves processes, strengthens controls and enhances daily operational performance across the business.