Speaking
Forty-one years running finance and operations, most of it spent discovering that the expensive problem was a process somebody inherited and was never given permission to question. Your members already suspect something in their business is off. I give them the questions that find it.
Rooms I have been in
Repeat
Multiple sessions for a 40-member owner group on CFO topics. They have had me back.
Panel
Expert panelist, Business Solutions from Business Experts, Darien Library, 2015. Press coverage.
800
Delivered the annual financial report from the main stage as the company's CFO.
Topics
Any chapter of the book works as a session. So does any of the lunch and learn material, which was written for exactly this format and comes with a handout for attendees.
Formats I do well: an open talk with real examples, a lunch and learn built around one narrow problem, and ask me anything, which is my favorite because owners bring the questions they are too proud to ask their own accountant.
I speak to owner groups, chambers, associations, peer advisory boards, and leadership teams. Audiences of ten and audiences of eight hundred both work.
Logistics
Book a call
If I am not, I will say so and try to point you at someone better.
Check My Availability Email me the date and the room