Speaking Engagements

Real-world lessons and insights from real-world experience.

I’ve spoken to leadership teams, boards, small groups, and large organizations about my BREAK THE MOLD™ principles and the tools organizations need to achieve differentiated outcomes. I share practical stories and advice from my experience serving nearly a decade as CEO of Baker Tilly US and the many successes I’ve had with firms I support in an advisory capacity.


Speaking Topics

How to BREAK THE MOLD™: Building a Culture of Constant Innovation

The most relevant and sustainable companies are built on a willingness to BREAK THE MOLD™ of long-time operating principles and conventions. In this talk, I’ll share the keys to developing a culture of innovation within your organization so that new ideas are not only brought to the table on a consistent basis, but executed with intention.

Grow on Your Terms: The Keys to Thriving as a Relevant and Sustainable Organization

Companies either grow or are on the path to becoming less relevant. The ability to thrive on your own terms is a result of building and executing intentional strategies that lead to consistent growth. In this session, I’ll share the foundational principles related to strategy, innovation, and people development that fuel organizations to sustainable growth.

Building the Firm of The Future: Insights Into the Future of The CPA Profession

The CPA profession is built on many long-time operating principles and conventional ways of thinking that have become out of date. In this talk, I’ll share my perspectives on how to build the firm of the future and the trends I see across the CPA profession from the advisory work I perform across organizations of all sizes.

Inquire about speaking opportunities.