Attributed to Albert Einstein
AI will transform business more profoundly than most leaders realize. But the most valuable skill is not executing tasks faster. It is asking the right questions. I help leaders rethink their business processes from the ground up, combining deep financial expertise with forward-thinking technological strategy.
How I Can Help
Choose the practice area that fits where your organization is right now. Each engagement is shaped to your specific context.
Practice Area One
Senior financial leadership, sized to your stage.
For organizations that need a CFO's strategic horsepower (board reporting, forecasting, cash strategy, risk frameworks) but cannot justify a full-time hire.
Explore Fractional CFOPractice Area Two
Accountability and a predictable cadence of reporting, not a plan that sits on a shelf in a fancy binder.
Facilitated planning around pillars, priorities, initiatives, and actions, with a tracking tool the organization keeps. Built-in feedback loops, ownership, and measurement.
Explore Strategic PlanningPractice Area Three
The business office, reimagined for the AI Exponential Age.
A full reimagining of the independent school business office: process redesign, technology stack, and family experience. Lower operating cost, less friction, more transparency.
Explore School ReimaginingPractice Area Four
Reimagining processes around social outcomes, not legacy thinking.
Drawing on 15+ years inside not-for-profits, this work reduces the cost of delivering social benefit by rebuilding processes around the outcome you exist to deliver. Agile, iterative, mission-focused.
Explore NFP OptimizationPractice Area Five
Senior capacity for the work your team cannot absorb right now.
Defined scope, finite timeline, real deliverables. System implementations, audit preparation, governance projects, and the senior project work that keeps getting pushed because the team is already full.
Explore Project ExecutionWho I Help
Independent schools
Heads of school, boards, and business managers navigating sustainability, AI, and changing family expectations.
Nonprofit organizations
Executive directors and finance committees building real financial credibility with funders and government partners.
Founder-led organizations
Founders past the start-up stage who need a financial partner at the leadership table.
Education-sector leaders
Education organizations and university administrators rethinking what their organization will need to be in five years.
Boards and senior leadership teams
Boards governing through transition who need experienced financial leadership embedded for a defined period.
Typical Engagements
Five-minute strategic diagnostic
Five questions on capacity, process maturity, board visibility, AI posture, and question discipline. Get a personalized one-page report on where you sit today and where the highest-leverage move is next. No pitch, no script.
As a two-time Olympian (1996, 2000) and seasoned executive, I approach business with the same discipline, focus, and strategic foresight required for elite athletics.
My career spans complex, high-stakes environments. From serving as CFO at WinSport (a $400M Olympic legacy organization) to leading financial strategy for top-tier independent schools like St. Margaret's, I bring that institutional knowledge to organizations ready to build modern, efficient, and resilient financial operations.
Thoughts on the intersection of finance, leadership, and artificial intelligence.
AI capability is advancing on a curve that doubles every six to twelve months. AI diffusion, the rate at which organizations actually absorb that capability, moves much more slowly. That gap is the strategic window every leader should plan around.
Independent schools and education organizations are getting pressured to do something about AI. Most of what's being recommended is the wrong place to start. Here's where the real first steps are, and the order they should happen in.
Not-for-profits, independent schools, and most mission-driven organizations are running their teams at the edge of capacity. Budgets are flat, expectations are rising, and the people doing the work cannot imagine adding "redesign our entire operating model" to their week. That is exactly the moment to bring in outside capacity that does the building so the inside team can keep delivering.
A short, occasional email on financial leadership, AI transformation, and the operating questions worth asking. No fluff, unsubscribe anytime.