Services

  • INTERIM EXECUTIVE

    WHAT I DO I fill voids in senior management ranks on an as-needed basis for organizations which urgently require a seasoned interim executive to assume responsibility for a critical role on a contract basis. In these roles I seamlessly integrate myself into organizations and quickly earn the confidence of the senior management…

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  • CFO TO ENTREPRENEURS

    WHAT I DO I alleviate entrepreneurs from the headaches of dealing with finance, administration and HR. I become the experienced CFO that a business owner can trust to take care of financial and office matters while they focus on the priorities of growing their business, customers and sales. I support…

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  • CFO TO NFPS

    WHAT I DO Executive Directors/Leaders of not-for-profits typically have difficult roles with pressure to achieve the organization’s mission and objectives while faced with limited resources. In particular, they commonly have no one within the organization with the neither financial expertise to manage  its finances nor the maturity to advice the…

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  • BOARD ADVISOR

    WHAT I DO I improve the relationships between boards and management by improving the communications between them. I have observed that board/management relationships often sour because of a breakdown in communications. Boards complain that they do not receive sufficient information on a timely enough basis to make informed decisions, while…

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  • INDEPENDENT BOARD DIRECTOR

    MY BACKGROUND I am available to sit on boards and advisory panels of businesses and not-for-profits as a volunteer or in a paid position. I am a seasoned financial and business professional with proven leadership and management skills in both the business and not-for-profit sectors. I have forty years’ experience…

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  • CPA Canada – Financial Literacy

    FINANCIAL LITERACY FOR ENTREPRENEURS CPA Canada (formerly CA Canada) has developed a comprehensive program to elevate the financial literacy of Canadians in all walks of life. I am an active volunteer presenter in the Entrepreneur and Small Business Owner modules of the program. Between them, these two modules have ten…

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