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

Hosted by Neil Amato

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.

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