Work

What I build and advise on

Three decades of building systems, teaching strategy, and helping organizations perform better.

Enterprise Performance Management

EPM is the discipline of turning strategy into results through better planning, analytics, and accountability. I've spent most of my career in this space — first as a builder at Hyperion Solutions (which became Oracle Hyperion), then as a practitioner and advisor helping organizations implement EPM as a complete management operating system.

My book, Enterprise Performance Management Done Right, lays out the full framework: from gathering data and building understanding, through strategic and tactical planning, to debate, commitment, and measurement.

The EPM journey

Hyperion Solutions → Oracle

9 years building the platforms that defined the EPM industry

Anaplan — Founders Team

Helped shape the early days of the platform and go-to-market strategy

Deloitte Consulting

Managing Director, Digital Finance Technology practice

EPM Done Right (Wiley)

Published the practitioner's guide to the full EPM lifecycle

Conference speaker & educator

ODTUG, OAUG, Ohio State, and corporate events worldwide

Creative Santa Fe

Santa Fe is one of the most creative cities in the country — a place where art, culture, and entrepreneurship intersect in unique ways. I serve on the board of Creative Santa Fe, where I help support the creative economy through strategic planning, program development, and community building.

My involvement

Business Planning

Helping creative organizations develop sustainable business models

Program & Knowledge

Developing workshops and educational programming for creative professionals

Board Member

Strategic governance and organizational direction

Videos

Organizations I've worked with

Oracle Microsoft Google Salesforce Anaplan Deloitte Spaulding Ridge Stratuum Infosys PwC Cisco Akamai Citrix SAS Cargill ADM Herman Miller Dyson Coca-Cola Goodyear Kraft GE Healthcare AbbVie Hyatt Ryder Bank of America NY Life Manulife AIG Citizens Financial GE NRG Energy US Navy US DoD US State Department UVA UVM UNM McMaster Creative Santa Fe BBBS

Areas of expertise

Enterprise Performance Management Strategic Planning Financial Systems & FP&A Business Analytics Data Strategy Scenario Planning Workshop Design Business Education AI for Business Value Selling Creative Economy Organizational Decision-Making