AI governance
Clear thinking for the decisions that shape your organization.
Business and AI advisory for leadership teams and boards, led by a former CFO and CAO with more than 20 years in the for-profit and not-for-profit sectors.
20+
years as CFO, CAO and finance executive
$5M
operating deficit eliminated within one fiscal year
$50M–$5B
size of organizations worked in, by revenue or budget
1st
enterprise AI strategy built for a large Ontario agency
What we help with
Two practices, one point of contact. Engage us for a single question or an ongoing relationship.
Strategy and growthPlans you can carry out and measure, new lines of business and acquisitions.
Financial managementBudgeting, forecasting, reporting and the finance function.
Turnaround and operationsDeficit recovery, process redesign, systems and corporate services.
Governance and riskBoard reporting, policy frameworks, controls design and enterprise risk.
AI strategy and governanceWhere AI is worth using, the rules for using it, and the setup.
How an engagement works
Book a first call (opens in a new tab)- 01UnderstandA first conversation about what you are trying to decide or fix.
- 02DiagnoseA clear look at the numbers, processes and people involved.
- 03RecommendOptions and a plan, written for the people who must act on it.
- 04ImplementHands-on support to put the plan in place and keep it working.
Experience across both sectors
Leadership roles in private-sector companies and publicly funded agencies mean the advice fits how your organization is governed and funded.
Child and family services
Not-for-profit
Community health care
Not-for-profit
Consumer packaged goods
Private equity backed
Automotive distribution
Multinational
Insights
Articles coming soon
Financial management
Five signs your budget process is hiding a deficit
Coming soon
Operations
When an interim CFO makes more sense than a hire
Coming soonStart with a 30-minute conversation.
No charge and no obligation. Tell us what you are trying to decide or fix.
Book a first call (opens in a new tab)