With over 25 years as a senior finance and technology executive, I bring extensive career experience with industry-leading companies that can help your company to be its best as well. I’ve been a member of the executive team for operating units of public companies ranging in size from $5 million to $1.5 billion in revenues. […]
CFO's are often stretched with a wide range of responsibilities that require depth of analysis but that face critical deadlines. As a seasoned CFO with a broad range of experience, I can quickly adapt and respond to support mergers, acquisitions and sales, reporting requirements or preparation of proposals and presentations.
Clear, concise, professional presentations are essential for success, whether the setting be employee presentations, management meetings or board presentations. Meetings can often be far more engaging and interesting if they are built around a theme. Presentations are often too dry and in need of a creative and innovative approach to deliver the message effectively. This section profiles examples of past presentations that have earned rave reviews from meeting participants.
M&A, due diligence, valuation and integration Working with companies focused on profitable growth has resulted in a number of career opportunities to participate in mergers and acquisitions, and the related due diligence and integration that comes with these transactions. Ceco Door Products, where my final role was as CFO & CIO, engaged in a growth […]
Consulting services are available for any of the areas of experience and expertise listed on this site. Following are recaps of previous consulting and entrepreneurial engagements performed: Primary liaison with investment bankers on divestiture of $0.8 billion unit of public automotive company. Interim CFO in seeking funding and strategic alliances for a wireless mesh networking […]
Board Room Presentations With over a two decades of experience in developing professional presentations to corporate officers, board members, private equity firms, venture capitalists and investment bankers, I bring exceptional organizational and communication skills to make both the content and the appearance of your most important presentations highly professional and highly effective. Whether your need […]
By working over half dozen with industry-leading companies through my career, I’ve had the benefit of being trained in a variety of different tools and techniques for decision support and analysis, team facilitation, brainstorming, meeting management, quality management, process improvement and other skills. While I was at La-Z-Boy corporate office, consultants from Kepner Tregoe were […]
The Problem – Presenting Financial Data to a Non-Financial Audience As CFO, my role was often to present financial information to members of executive management who need quick insights into our financial status and who, on occasion, did not have financial backgrounds. The Solution – A unique graphical approach I developed a variety of graphical […]
The Problem – Making budget training interesting After relocating the company, many newly hired managers needed to be trained on the upcoming budgeting process. While important, this had the potential to be a very boring experience, which would minimize its effectiveness. The Solution – Integrate a fun theme into the training With the show “Survivor” […]
Need a break from the routine? Sometimes a little fun is just what the situation orders, whether it’s just a momentary relief from a serious presentation, a team-building experience in a management meeting or a good-natured roast for a valued employee leaving for the next opportunity. Examples below illustrate my sense of humor and creativity […]