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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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18 November 2025 11:00 - 11:45
Hosted roundtable discussions: Choose your topic and collaborate
In this session five unique discussions are happening concurrently. Find the table discussing your biggest pain point or opportunity and join the conversation. Every table will be hosted by an industry expert so come prepared to discuss, learn, network, and share. Discussion topics will include: - AI pilots in finance: Lessons learned - A candid discussion on what’s been tested, what’s delivered ROI, and what to avoid when introducing AI tools. - Cross-functional budgeting: How do you get sales, ops, and finance on the same page? - Share challenges and techniques for aligning priorities and managing budget negotiations across teams. - From static plans to living budgets: Rebalancing in real time - Explore how CFOs are adapting planning processes to deal with rapid change and unpredictability. - KPI overload: Choosing the right metrics for decision-making - An open conversation on selecting, refining, and communicating KPIs that actually drive performance. - Is It time to upgrade your ERP? Signals, costs & internal buy-in - Share experiences around when and how to justify a new ERP - balancing operational needs with executive and board expectations.