Purdue University Faculty Expertise

Areas of Specialization

Financial strategy and management; business, CFO, and client advisory services; business and financial strategy, implementation, and performance; CPA firm practice management and strategy; leadership

Professional Interests

• Business advisory
• CFO advisory
• Client advisory services
• Executive advisory
• Executive coaching
• Executive consulting
• Executive leadership
• Executive peer advisory boards
• Financial strategy and management
• Organizational strategy
• CPA firm practice management and strategy

Notable Courses Taught

National expert and speaker on business and client advisory services. Executive-level CFO professional development for CFOs and CPAs nationally through professional organizations.

• Colorado Society of CPAs
• Connecticut Society of CPAs
• Financial Executives International-Fort Wayne
• Florida Institute of CPAs
• Indiana CPA Society
• Iowa Society of CPAs
• South Carolina Association of CPAs
• Virginia Society of CPAs
• Wisconsin Institute of CPAs

CFOs, CPA Firms, and CPA Practitioners Nationwide through Professional Organizations

• High-Performance Leadership
• Leadership versus Management
• Measuring and Driving Business Performance
• Strategic Business Advisory
• Strategy and Execution
• Transforming Your Role from Controller to CFO Business Partner

Topics

• Corporate governance and board relations
• Cross-functional leadership and broader business acumen
• Executive leadership and team collaboration
• Transforming from controller to true business partner as CFO
• Evolving and expanding role of modern CFO with business administration oversight including facilities management, human resources, information technology, and risk management
• Financial leadership and management
• Driving and measuring business performance
• Role of strategic finance in strategic planning and decision making
• Objective and evidenced-based decision making and critical thinking
• Balanced scorecards, key performance indicators (KPIs) including nonfinancial performance measures, dashboards, and value proposition
• Competitive business strategy, strategy and execution, strategy maps, strategy pyramids, strategic planning of resources, strategic vertical alignment, and SWOT analysis
• Budgeting and forecasting, financial planning and analysis (FP&A), financial modeling, financial reporting, top-line growth, cash flow management, accounting and business finance, working capital, and risk management