Books
What I've written
Connected Planning
A Playbook for Agile Decision Making • Second Edition
The evolution of the EPM framework for the modern era. Connected Planning is about breaking down the silos between financial planning, operational planning, and strategic planning — and building an agile, integrated system that lets organizations make better decisions faster.
The second edition reflects how planning has changed in the age of cloud platforms, real-time data, and AI. It's a practical playbook for CFOs, FP&A leaders, and anyone responsible for connecting strategy to execution across the enterprise.
Enterprise Performance Management Done Right
An Operating System for Your Organization
The practitioner's guide to building a real, working performance management system — not just buying software and hoping for the best. It covers the full cycle: from gathering and understanding data, through strategic planning and tactical execution, to commitment and accountability.
Written for CFOs, CIOs, FP&A leaders, and anyone who needs to connect strategy to execution with better information. The framework in this book has been tested across dozens of organizations worldwide.
What the book covers
Selling, General, and Administrative (SG&A) Expense Performance Management
A focused guide on managing one of the most overlooked areas of enterprise spending. SG&A expenses often represent 20–30% of revenue, yet most organizations lack the frameworks and discipline to manage them as rigorously as they manage cost of goods sold or capital expenditures.
This booklet lays out a practical approach to understanding, measuring, and optimizing SG&A — turning a cost center into a source of competitive advantage.
Videos & media
EPM management cycle video
Oracle EPM interview