Collaboration & connection
Partners &
community.
The teams I work alongside.
The communities I teach with.
My work in finance, applied AI, and education brings me together with specialist firms, fellow educators, and local organizations expanding opportunity.
Professional partners
Advisory & technology
Specialist expertise in financial due diligence, technical accounting, data, and applied AI.
Principal Consulting Group
FDD Partner
A trusted partner in accounting and finance consulting for CFOs and finance leaders.
- Quality of earnings
- Net working capital and net debt
- Purchase price accounting
- Carve-outs
TAbot
Deal Intelligence & Custom AI Solutions
AI technical accounting software for ASC 606 and US GAAP.
- Contract intelligence
- Term sheet review
- Audit-ready memos
- SOC 2 Type 2
LuminaData
Data Intelligence
Finds where AI moves EBITDA across finance operations, then deploys the agents that capture it.
- Lumina Discover
- Lumina Activate
- FinEdge LLM
Learning partners
Education & professional communities
Connecting classroom learning, practitioner experience, and continuing professional development.
Gaapsavvy
Technical Accounting Community
The practitioner-only community for enterprise technical accountants.
- 1,200+ senior accountants
- Peer learning
- AI in practice
Business Learning Institute
Professional Education
A training affiliate of AICPA and CIMA, and a strategic learning partner for organizations worldwide.
- On-site programs
- Webcasts
- CPA and CGMA paths
Leavey Executive Center
Executive Education
Santa Clara University’s executive education center, drawing on the expertise and innovation of Silicon Valley.
- Custom programs
- Certificates
- Global university partners
In the community
Community
organizations.
I teach financial education with these organizations, or am developing programs with them. Explore their work and consider giving your time or support where their mission speaks to you.
Silicon Valley
Pivotal (opens in a new tab)
Scholarships, coaching, and jobs for young people in foster care.
San Jose
HomeFirst (opens in a new tab)
Shelter, housing, and services for more than 5,000 people a year.
Silicon Valley
LifeMoves (opens in a new tab)
Interim housing and services that return families to stability.
San Mateo County
Samaritan House (opens in a new tab)
Food, shelter, healthcare, and financial empowerment.
The Peninsula
Peninsula Family Service (opens in a new tab)
Early learning, financial empowerment, employment, and older adult services.
Santa Clara and San Mateo Counties
SCORE Silicon Valley (opens in a new tab)
Free mentoring and workshops for small business owners.
San Jose
Sunday Friends (opens in a new tab)
Economic mobility for families through education.
Milpitas
Christ Community Church of Milpitas (opens in a new tab)
A diverse, multicultural church community, known as C3.
Community workshops
Bring financial education
to your community.
Tell me who you serve and what you would like them to learn. We can explore a workshop suited to your audience.
Discuss a workshop