▪️ CFO Advisor▪️ Finance Director▪️ FP&A Inner Circle Mastermind▪️ FP&A coaching and training▪️ Cash flow forecasting▪️ Working capital optimization▪️ Turnaround and restructuring▪️ Capital raise support▪️ Board advisory▪️ Crisis management▪️ Financial/operational revitalization▪️ Learning and development (L&D)▪️ Instructional design▪️ Advanced financial modeling

https://www.linkedin.com/learning/excel-for-financial-planning-and-analysis-fp-a

https://www.linkedin.com/learning/copilot-in-excel-ai-powered-financial-planning-analysis

https://www.linkedin.com/learning/business-storytelling-for-finance

Since 2023, 450+ people have attended dozens of live cohorts for 8 courses and masterminds. These courses and masterminds are among the top-rated learning experiences in corporate finance on the Maven platform including:Cash Flow Forecasting Level 1Cash Flow Mastery Level 2: Deep Dive ModelingFP&A Technical and Strategic MasteryDynamic Excel for FinanceThe Fractional CFO Power Skills MastermindAdvanced Financial and Business ModelingData Management with Power QueryEffective Live and Virtual Financial Presentations with Executive Presence and Influence.

Since its launch in March 2023, 450+ finance and accounting professionals have grown their advisory businesses and careers through the learning and development ecosystem. In the process, they have earned more than 3,000 credits of CPE and receive ongoing support as needed.Attendees learn pure application, not academic concepts. They get to implement techniques and methods straight into their work, delivering invaluable solutions to their clients while building a business congruent with their personal values and professional goals.

Adjunct faculty for Data Analytics for Accountants

Author of:1) The Role of the FP&A Professional2) FP&A for New Analystshttps://corporatefinanceinstitute.com/certifications/financial-planning-and-analysis-program

Co-author of "AMA's 5-Day MBA".Adjunct faculty member and subject-matter expert (SME) in finance and strategy since 2010.

Presentations on:Cash Flow Forecasting Strategies in FP&AClear and Impactful Dashboards for Virtual and Live Presentations

► 1st place winner in impromptu speaking contest among over 250 clubs in the city of Chicago and surrounding suburbs.► District Conference Speaker: "Owning the Stage -- Captivate and Connect With Your Audience With Techniques That Resonate"► Earned Advanced Communicator Bronze Award► Mentor junior members in impromptu and prepared presentations and speeches

Program: "FP&A – How to Become a Better Business Partner"

Program: Product Pricing and Customer Strategy

1-day financial strategy seminar

Program: Integrating Rolling ForecastsProgram: Demystifying and Developing Millennial Careers

A conference of 350+ 1st and 2nd year MBA students, all of whom possess the shared experience of military service and a top-ranked MBA education, meeting with representatives from dozens of blue-chip corporations from Wall Street to Silicon Valley and every industry in-between. Programming includes: Company expo, networking, company breakouts, veteran-led industry panels, interview coaching, onsite interviews, and grad school expo.

Keynote on "The Future of Work"

Rolling forecasts are a popular topic among today’s financial best-practices. Companies are increasingly moving away from exclusive reliance on traditional budgeting due to its inflexibility and reactive perspective. Instead, companies are favoring dynamic, forward-looking forecasts that can incorporate flexible assumptions, contemplate various scenarios, be updated regularly, and drive business growth. As corporate financial planning & analysis (FP&A) groups become more important, static budgets and rolling forecasts will co-exist, with the latter serving as a key tool for strategic decision-making.This program will explore how rolling forecasts assist business professionals and leadership in making more educated decisions and taking more calculated risks. Using customized case studies and real-life examples, participants will be ‘implementation-ready’ and able to apply the theory and practices to their work. Gain confidence in the process for building and managing rolling financial forecasts and walk away knowing how to create an effective rolling financial forecast.

Strategic Thinking for Salespeople

Strategy, financial planning, and analysis seminar for finance and information systems professionals

Theme: UnexpecTED https://www.youtube.com/watch?v=OyahH2o9AAk

Professional Speaker Series

4 sessions on business planning on strategy at State Farm - Next Door:► Business Strategy for Start-Ups► Product and Customer Strategy► Business Model Generation and Financial Forecasting► Business Planning Crash Course

Presentation on Keys of Leadership, Employee Engagement, and Career Development

Presentation on Keys of Leadership, Employee Engagement, and Career Development

Evaluator for capstone cases in the Masters in Accounting program.

Since 2011, I have been a strategy and financial consultant for pro bono consulting projects through the Taproot Foundation. The Taproot Foundation drives social change by leading, mobilizing, and engaging professionals in pro bono service. I care deeply about giving back to the community through the donation of professional service.I have consulted with a clinical operation representing a unique partnership of hospitals, physicians, local government, human services agencies, and community groups working together locally to address the national health care crisis; a foundation providing financial relief for local U.S. military families adversely affected by the War on Terror; a community provider of vocational, residential, recreational, and health services to people with disabilities; and a vocational facilitator assisting persons affected by brain injury and stroke integrating back into life, the community and the work place.Services I have provided include: Strategic planning, advisory board coaching, Board of Directors communication, training in QuickBooks and financial management, financial due diligence, merger due diligence, budgeting and forecasting, and financial statement compilation.About Taproot Foundation:===================Taproot is a non-profit organization that makes business talent available to organizations working to improve society. The organization engages the nation's millions of business professionals in pro bono services both through award-winning programs and by partnering with companies to develop their pro bono programs. Pro bono financial consultants help non-profits evaluate their programs from a financial perspective. Consultants can give them the information that will help decide if they should expand a particular program or open a new branch. Consultants collect and synthesize data and create a financial model to represent a nonprofit's fiscal state.

Year-long mini-retirement to Dominican Republic, Chile, Argentina, Brazil, Colombia, Laos, Vietnam, Thailand, Cambodia, and Great Britain.

2-Day Seminar on Critical Thinking and Analysis for Human Resources Professionals

Single day strategy planning & analytical thinking seminar

Management Consulting:===================► Turnaround management consulting► Bankruptcy/fiduciary services► Operations consulting and interim executive management► Performance improvement► Business and IP valuation► Crisis management► Low cost country sourcing► Due diligence servicesLitigation Consulting:================► Fraud► Business interruption► Business torts ► Intellectual Property► Personal injury ► Breach of contract ► Employment disputes► Lender liability ► Professional malpractice ► Condemnation▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬About Conway MacKenzie:====================Conway MacKenzie is the premier restructuring and financial advisory firm to the middle market. Across industries, and across the country, Conway MacKenzie delivers hands-on financial, operational and strategic services that help healthy companies grow and troubled companies get back on track.

Advanced Financial Modeling Workshop for Engineers and Salespeople

iO concentrates on "long-form" improvisational structures.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

► Mentored junior members in impromptu and prepared presentations and speeches► Served annual term in incremental leadership roles including Vice President of Membership► Earned Competent Communicator and Competent Leader Awards

"Feedback -- Giving and Receiving Feedback from Employers, Customers, and Clients". Invited to give presentation 3 separate times over 3 years.

Business Analytics & Strategy:=========================Applied analytical approaches often dependent on value assessment and relative value modeling to help clients make important choices on strategic and tactical matters.► Applied valuation analysis for business decision-making► Quantitative strategy consulting► Emerging business modeling► Product/customer value assessment and modeling► Product pricingDispute Analysis & Investigations:=========================Provided advice and assistance relating to damage assessments in complex commercial litigation matters, assisted clients with early case management, quantification of exposure, trial preparation, discovery assistance, and demonstrative preparation. Often the results of my work resulted in testimony at deposition and/or trial.► Litigation support► Dispute resolution► Quantification of economic damages► Intellectual property disputes► Insurance claims services► Arbitration and mediation support► Corporate investigations► Money laundering investigations► Insolvency and bankruptcy support► Licensing consulting services

The Second City has consistently been a starting point for comedians, award winning actors, directors, and others in show business. But improv isn't just a style of comedy; it is a paradigm for breaking down communication barriers, collaborating in a team environment, thinking on your feet, and responding creatively to difficult situations. The skills learned in improv are critical for success in comedy, in business, and in life.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Performing on the Corporate Stage: How Artistic Training Enhances Professional Performance====================================================================The corporate world is increasingly demanding an imaginative, innovate, and adaptable workforce. Arts-based training is a means to help employers develop these attributes in their employees. Corporations all over the world strive to unleash the hidden creativity and teach their employees leadership and communication skills, creative thinking, and high-performance teamwork. While the individual training featuring improv techniques can be used to prepare for careers in entertainment, most students work in the corporate sector and use the training to improve presentation, creativity and team-building skills in a fun and safe environment.

Coordinated the MSU Office of Executive Development Programs' offering of two courses, Maintenance Management in the Water/Wastewater Field and Supervisory Management in the Water/Wastewater Field. Courses were designed to show participants how to plan, organize, and direct the maintenance of the water/wastewater department.Audience: Systems, maintenance, and operations managers; maintenance supervisors; crew chiefs.