8 essays
CFO & AI
How the CFO function changes — and doesn't — under AI. Essays on the long arc, the practical workflows, and the leadership challenges.
Starts with: The 600-year curve: Why your "AI anxiety" is actually history repeating itself.
Topics
Where to start.
Curated entry points into the corpus. Each topic page collects the cornerstone essays plus further reading on one theme. For the full archive in date order, see /insights.
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7 essays
Capital strategy
How CFOs read public markets, IPOs, M&A, and capital structure. Essays on signal versus hype, deal-making, and treasury craft.
Starts with: Pricing the future: How CFOs should read the SpaceX, Anthropic and OpenAI IPOs
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8 essays
Leadership & teams
Leadership as the working condition under which finance actually happens. Essays on judgment, framing, team dynamics, and the CFO's role at the board.
Starts with: Leadership lessons I wish I knew earlier
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8 essays
FP&A & storytelling
Numbers don't make decisions — narratives do. Essays on FP&A craft, financial storytelling, and the discipline of saying less so more lands.
Starts with: The 10 commandments of FP&A storytelling