Strategic Executive Advisory

Advising Business Owners and Executives Helping You Achieve Organizational Excellence – Business Expertise

An Entrepreneurial JourneyPurdue Fort Wayne

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.


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


  • 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

The finest business advisory and coaching just for you.

We take pride in customizing our advisory in our hometown in order to offer for you the latest, best practices around.