Speaking & Resources
Where I’m presenting next, plus a library of publications and recorded sessions — free to explore.
Speaking Schedule
Conferences, society events, and LearnVoyage sailings.
Publications & Writing
Articles, blog postings, and peer-reviewed work.
The Next Standard: Practical AI Steps for CPAs
ASCPA Connections / FICPA Publishing. Concrete, practical steps CPAs can take to adopt AI responsibly in their practice.
View PDF →From Copilots to Agents in Your CPA Tech Stack
ASCPA / FICPA Professional Series. How the CPA technology stack is shifting from AI copilots to autonomous agents — and what it means for firms.
View PDF →When AI Touches the Workpaper: Trust, Evidence, and Defensibility
ASCPA / FICPA Professional Series. Trust, evidence, and defensibility when AI contributes to audit and accounting workpapers.
View PDF →The Metacognitive Advantage
ASCPA / FICPA Professional Series. Why the future of the profession depends on seeing what AI cannot — the human judgment that can’t be automated.
View PDF →The Anticipatory Advantage: Facing Change Before It Arrives
ASCPA / FICPA Professional Series. Building an anticipatory mindset for the profession — facing change before it arrives.
View PDF →The Stewardship Advantage: Why AI Doesn’t Lower the Professional Bar — It Raises It
ASCPA / FICPA Professional Series. Why the revised SSTSs, the FTC Safeguards Rule, and COSO’s gen-AI framework make human judgment — not the tool’s output — the real deliverable.
View PDF →Blockchain Distributed Ledger Technology: An Introduction and Focus on Smart Contracts
Journal of Corporate Accounting & Finance (Wiley). A practical introduction to distributed ledger technology, with a focus on how smart contracts work and where they apply.
View PDF →Videos
Recorded talks and walkthroughs.
Treasury Management Best Practices
Educational video series — featured presenter. 70,000+ views.
50-Minute AI Forecasting Tools
A hands-on walkthrough of AI-powered cash-forecasting tools for finance teams.
