Expertise

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

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

The finest business advisory and coaching just for you.

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