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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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25 September 2025 09:15 - 09:30
Welcome and opening remarks
Join this short intro to FP&A Summit from our chairperson as they share an overview of the day’s objectives and a brief introduction to the speakers and key topics.
25 September 2025 09:15 - 09:30
Welcome and opening remarks
Join this short intro to CFO Summit from our chairperson as they share an overview of the day’s objectives and a brief introduction to the speakers and key topics.
25 September 2025 16:45 - 17:00
Closing remarks
A summary of the day’s key takeaways.
25 September 2025 14:30 - 15:00
Fireside chat | Reporting with impact: Drive informed decision-making with effective financial storytelling
Financial reporting isn’t just about numbers — it’s about influence. In an era of data overload, the finance team’s ability to turn complex information into clear, compelling stories can mean the difference between reports that are skimmed and insights that shape strategy. In this fireside chat, we’ll explore how FP&A leaders are transforming reporting into a powerful decision-making tool. You’ll learn: - Practical techniques for visualizing data and highlighting what matters most. - How to adapt messaging for executives, boards, and cross-functional stakeholders. - Ways FP&A can boost its credibility and impact through narrative-driven reporting that sparks action. This session goes beyond dashboards and spreadsheets to show how financial storytelling can elevate the role of finance as a true strategic partner.
25 September 2025 16:45 - 17:00
Closing remarks
A summary of the day’s key takeaways.