Speaking & Events
Finance. Systems. AI. Straight talk, real ops, zero fluff.
I speak to founders, operators, and finance teams about what actually works when scaling systems — especially when you don’t have a giant budget or full-time staff. Whether you’re at a local accelerator or a national conference, I bring grounded insight from 20+ years in the field — helping teams make better decisions about finance, ERP, and AI.
Topics I Cover:
AI for Operators – What’s real, what’s not, and how to use it without becoming an engineer
Scaling Finance Systems – From QuickBooks to ERP: how to know when it’s time and how to do it right
Fractional CFO Strategy – How lean teams can get investor-ready without hiring a full-time CFO
Bootstrapped Doesn’t Mean Blind – Planning, forecasting, and clarity for self-funded teams
How to Talk to Your CFO (or Hire One) – A non-boring session for founders and CEOs
Formats & Availability:
I'm available for:
Panels, webinars, or fireside chats
Conference sessions or private offsite workshops
Virtual sessions for accelerator cohorts or peer groups
I'm based in the DC area and available for both virtual and select in-person events.
Booking & Media Inquiries
Booking & Media Inquiries:
Use the button below to request availability, rates, or a prep call to discuss your event.
Or just reach out directly at [email protected]
