Brian Kalish
Senior Advisor & Consultant, AI-Driven Transformation

Brian Kalish

Former Executive Director, Global FP&A Practice, AFP

25+ years of experience

Former Executive Director, Global FP&A Practice, AFPFounder of the FPAC designation effortExpert-in-residence, eCapital Advisors

Brian Kalish is the former Executive Director of the Global FP&A Practice at the Association for Financial Professionals (AFP), the professional society that administers the Certified Treasury Professional and Certified Corporate FP&A Professional credentials. At the association he envisioned and led the effort to launch the FP&A Professional designation.

He has more than 25 years of experience in finance, FP&A, treasury and investor relations, and before joining AFP held treasury and finance positions with FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae. He is an expert-in-residence at eCapital Advisors in Minneapolis, Minnesota.

Passionately committed to building and connecting the global FP&A community, he hosts FP&A roundtables and events in North America, Europe, Asia and South America, is a widely published writer and speaks around the world on the issues facing treasury and FP&A professionals. At AITHENTIC he advises on AI-driven transformation of the planning and analysis function.

Talk to Brian and the team.

Book a 30-minute working session. We will map the workflow, agree the metric and show you an agent running on data like yours.

The leak it closes

The four steps it runs
    Where the same capability shows up
    Primary measure

    Secondary measure

    Systems it reads and writes