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.
Passion is a feeling, and feelings get shaky when the ground under your profession keeps moving. What separates leaders who thrive from institutions that stall is purpose and curiosity working together. In an AI-native world, purpose has to be rewritten until it's clear enough to test against, for every decision a human or an agent makes.
The people doing the work have already picked up AI on their own, and the gains are landing before leadership has a plan. For a 10-to-75-person shop, the move isn't a six-figure full-time hire or doing nothing. It's fractional senior leadership a few days a month to set direction and put sensible controls around what your team is already doing.
Your second-best finance worker just closed the month three days early, and the only thing that changed was she started running reconciliations through Copilot. Before you write the next job ad, look at what's already happening under your own roof. Find the quiet adopter, learn exactly what they're using, and figure out what would have to be true to trust it across the team.
A short, occasional email on financial leadership, AI transformation, and the operating questions worth asking. No fluff, unsubscribe anytime.