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Topics on the rotation.

All flexible · all customizable to your audience and event format

// 01

The emotional side of software adoption

Why firms aren't adopting your tech the way you expected — and what's actually going on inside the people you're trying to reach.

// 02

Why accounting firms struggle with change

Operational friction nobody talks about, the loneliness of leadership, and the systems firms build that quietly trap them.

// 03

Community as infrastructure

How real, participatory communities reshape industries — and why most "communities" companies build are just newsletters in disguise.

// 04

What fintech misunderstands about firms

An honest look at the gap between feature-complete and actually-usable — and what product teams need to know that no onboarding call will tell them.

// 05

Process, growth, and the breaking point

What happens when firms outgrow systems they built five or ten years ago — and how to rebuild without burning the place down.

// 06

Custom topic for your event

Tell me about your audience, your stage, and the conversation you actually want to have. I tailor.

How I show up.

  • Keynotes — no slides if you'll let me get away with it.
  • Panels — moderating or participating, with real questions instead of softballs.
  • Fireside chats — paired with founders, operators, or industry figures.
  • Host — small-group conversations where the audience is the show.
  • Event host — keeping the room moving, on time, and awake between and during sessions.
  • Workshops — operational deep-dives for firms or product teams.
  • Firm leadership offsites & onsites — facilitating the conversations leadership can't have with themselves in the room.
// BOOKING DETAILS
2026 SPEAKING SEASON
TravelNorth America · open to international
Lead time8+ weeks preferred
A/VLavalier · confidence monitor
RecordingEncouraged
FeeDiscussed privately
Status● Open inquiries

Audiences I show up for.

  • Accounting industry conferences and summits.
  • Vendor / fintech user conferences and partner events.
  • Firm leadership offsites, partner retreats, and strategy days.
  • Product team all-hands and sales kickoffs (building for accountants).
  • Roundtable Labs events, Tax Retreat, and other community gatherings.
  • Community leaders and the people building them.

Bring me to your stage.

Send me the event details, the audience, and what you actually want the room to feel by the end. I'll tell you whether I'm the right voice.