Request to partner

Request your invite

Call to action
Your text goes here. Insert your content, thoughts, or information in this space.
Button

Back to speakers

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.
Button
17 November 2026 16:00 - 16:45
Interactive workshop: Break your own plan, a live stress test of your 2027 numbers
Bring the plan you just got signed off. In small groups, you'll get hit with a sequence of curveballs in real time, a new round of tariffs announced in February, a CEO who quits in March and wants the entire sales model changed, a key customer that walks, an AI vendor contract that blows up, and you'll have minutes, not weeks, to decide what actually changes. No slides, no theory, just the plan in your hand and the reality nobody accounted for when it was approved. This is the whole premise of the day made physical: not whether your 2027 plan is well-built on paper, but whether you can actually move when it stops being true. Format: 45 minutes. Groups of 4–6, working from a real or template finance plan. A facilitator reveals a new curveball at set intervals, each group has a short, timed window to react before the next one lands. A few groups present their calls at the end for reaction from the room. Key takeaways: - Where your own plan is actually brittle versus genuinely built to flex, tested against scenarios you didn't pick yourself. - How fast a room of peers can actually reprioritize capital and headcount when the ground shifts mid-plan. - What it feels like to defend a changed call to peers on the spot, the same pressure you'll face with your own board.