Leadership Goes Beyond the Job Title

This fall, I will facilitate an executive leadership program through Purdue University Fort Wayne's Office of Continuing Studies. The noncredit program is designed for senior managers motivated to take their careers to the next level. Participants will be guided...

Leading through the Lens of Data Analytics

Accounting is a practice of helping business leaders make informed business decisions. As quoted in a Business Insider article, “The CFO of the future will need to be the connector between the business and data scientists." Peter Sondergaard, Gartner: “Data is the...

Strategic Vertical Alignment

What steps do you and your organization take to align vertically? A strategy pyramid is a visual tool to help guide your organization execute its plans. Elements include: Mission - Why We Exist Values - What’s Important to Us Vision - What We Want to Be Strategy -...

Strategic Tools for Management

To make informed business decisions, a couple of my favorite tools available to management are segmented reporting and the balanced scorecard. A segment is any part or activity of an organization about which a manager seeks cost, revenue, or profit data. This can be...

Professional Membership Associations

Frequently, I am asked about my experiences as colleagues explore their own paths. Just this past week, I met with an individual considering two avenues: (1) Business and (2) university. They generally ask which one that I prefer. I smile and respond, “Both!” As...

Business is, Well, Business

Not exactly groundbreaking material: Business is, well, business. Whether for profit or nonprofit, every organization in the world has customers, vendors, etc. It is a common thread across the sectors of our economy. Sure, with manufacturing, we look at cost concepts...

Strategic Business and Financial Management

This year, I was invited to serve Purdue University Fort Wayne. What a fantastic opportunity to facilitate discussions with colleagues and help develop current and emerging business leaders. I have 50 MBA students enrolled in two sections of strategic cost management...

Information Systems and Data Analytics

With interests in business and technology, one of my favorite courses in college was accounting information systems. I was drawn to the overlapping content areas (i.e., business, computer science) emphasizing both big picture and detail. I grew up at the cusp of...


As a profession, we continuously strive to offer value-added services for our clients and customers. Innovative and entrepreneurial minds identify opportunities to provide services and solutions needed in the community. Visionary service providers recognize the shift...

Celebrating Community

Born and raised in Fort Wayne, I am thrilled to see the momentum of our strong, growing and vibrant community. Our leaders have shared and continue to collaborate on a vision that will benefit generations well into the future. They actively...

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As a profession, we continuously strive to offer value-added services for our clients and customers. Innovative and...

It’s Time to Start Growing Your Business

Nam libero tempore, cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime. Nam libero tempore, cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime.


Thinking Creatively while Executing on Objective Evidence and Insight

We value ingenuity while taking an evidence-based approach.

Business Analytics

Business Intelligence

Descriptive Analytics

Diagnostic Analytics

Predictive Analytics

Prescriptive Analytics


Enabling High-Performance Leadership through Strategic Alignment and Optimization

Are your goals SMART? Do you know your desired outcomes? We start with the why. Performance management tools such as the balanced scorecard and SWOT analysis help you achieve.

Executive Assessment

Executive Coaching

Executive Leadership

Executive Strategy

Governance, Risk & Compliance


Revealing the Story to Paint a Picture

With nearly 20 years of experience, we’ve seen a thing or two. Lost in the numbers? We can help!

Financial Analysis

Financial Coaching

Financial Leadership

Financial Management

Financial Strategy


Recommending Solutions to Improve Outcomes

Effective and efficient. That’s how we do business. Policies and procedures. Let us be your resource.

Integrated Reporting

Knowledge Management

Management Coaching

Management Disruption

Management EOS

Management Innovation

Management Strategy


Transforming Information into Knowledge to Lead Success

You have the data. What if you could change it into knowledge? Our process will help you move from just data to insightful information.

Business Analytics

Information Management

Information Systems

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260.702.9012 – Cell

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