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The link between rowing, the Super Bowl, and FP&A

Hosted by Neil Amato

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function.

Brian Kalish has traveled the world as a financial planning and analysis (FP&A) leader and consultant, and he shares insights that can help FP&A professionals think about their roles in a different light. Learn more in this episode about why he uses several sports examples, including a quote from Hall of Fame baseball player Wade Boggs, to educate others.

What you’ll learn from this episode:

  • Why Kalish came to embrace math early in life (1:32).
  • What team sports such as rowing have to do with FP&A (5:05).
  • Why FP&A is “not about being perfect; it’s about being good” (6:55).
  • Why a much-debated Super Bowl play call is included in Kalish’s FP&A presentations (8:23).
  • How Kalish tailors examples when traveling internationally (11:10).
  • The value of storytelling in FP&A (15:32).

Play the episode below:


To comment on this podcast or to suggest an idea for another podcast, contact Neil Amato, a JofA senior editor, at neil.amato@aicpa-cima.com.