Writing and talks
47 essays, plus lectures and podcast conversations, on AI in finance, leadership, and career strategy. The frameworks that back the advisory work live in their own library, Frameworks & Research.
Essays
47 pieces on AI strategy, finance leadership, career growth, and living with intention. Filter by topic.
Before You Advise a Founder, Diagnose the Game
A practitioner framework for matching advice to founder context, built on the Founder Archetype Matrix and three diagnostic questions.
Founder Archetype Self-Assessment Survey
A 36-question interactive diagnostic that maps you across five dimensions and generates a tailored archetype with specific guidance. Takes 10 minutes.
I Asked 150 Finance Students What They Want From AI. They Rejected All of It.
I asked 150 finance students what they wanted from AI, and they turned all of it down. What they asked for instead, and what I built from it.
The AI Re-Org: Stop Buying Tools
Why buying AI tools without redesigning your organization is a recipe for failure. A framework for the structural changes AI actually demands.
Human-in-the-Loop AI: Why Robots Still Need Us
Why AI won't replace the human judgment layer in finance, and why your org chart is about to flip. Real case studies from enterprise AI deployments.
Leaving Google Cloud: 12 Hard-Earned Rules
After five years at Google Cloud, 12 hard-earned rules on leadership, ambition, deal-making, and building a career with purpose in Big Tech.
Your RSUs Won't Tuck Your Kids In
A CPA's guide to spotting the precise moment time outperforms money. And why smart companies should care about the human cost of compensation.
From Broke to Boardroom: Lessons from My Car
My leadership training did not come from books. It came from living in my car. What sustained pressure teaches about leading with intention.
Claude Cowork and Skill Packs for Finance
Claude Can Now Build Visuals Mid-Conversation
Your AI Strategy Is Backwards
Is the AI Boom Built on Funny Money?
Happy Holidays, Grateful for 2025, and Looking Ahead
The Hidden Accounting Risks Shaping the AI Economy
The Truth About Where You Are
The Strategic Compass for Automation
Did the EU Just Erase Your RPO? Not So Fast.
What I've Been Building Since Google
A CEO's Breakthrough Framework
Scaling Without Losing What Makes You Great
Talks, lectures, and the podcast
Finance & Valuation Lectures
University-level lectures on financial analysis, valuation frameworks, and accounting fundamentals.
Ambition Aligned Podcast
Candid interviews with senior leaders on navigating ambition, growth, and building a career with purpose.
Gaapsavvy: Applied AI in Business
Hands-on demos, tutorials, and deep dives on using AI tools in real finance and accounting workflows.
Watch AI Build a Finance App From Scratch
A live demo showing Claude build a fully functional ASC 606 revenue recognition application in real time. No templates, no shortcuts.
Want to work together?
Whether you are building an AI strategy for your finance org, navigating a complex transaction, or just exploring what is possible, let us talk.