Books
What I've written
Connected Planning
A Playbook for Agile Decision Making • Second Edition
The evolution of the EPM framework for the modern era. Connected Planning is about breaking down the silos between financial planning, operational planning, and strategic planning — and building an agile, integrated system that lets organizations make better decisions faster.
The second edition reflects how planning has changed in the age of cloud platforms, real-time data, and AI. It's a practical playbook for CFOs, FP&A leaders, and anyone responsible for connecting strategy to execution across the enterprise.
Enterprise Performance Management Done Right
An Operating System for Your Organization
The practitioner's guide to building a real, working performance management system — not just buying software and hoping for the best. It covers the full cycle: from gathering and understanding data, through strategic planning and tactical execution, to commitment and accountability.
Written for CFOs, CIOs, FP&A leaders, and anyone who needs to connect strategy to execution with better information. The framework in this book has been tested across dozens of organizations worldwide.
What the book covers
Selling, General, and Administrative (SG&A) Expense Performance Management
A focused guide on managing one of the most overlooked areas of enterprise spending. SG&A expenses often represent 20–30% of revenue, yet most organizations lack the frameworks and discipline to manage them as rigorously as they manage cost of goods sold or capital expenditures.
This booklet lays out a practical approach to understanding, measuring, and optimizing SG&A — turning a cost center into a source of competitive advantage.
Books I Use
The library behind the work
These are the books I return to — the ones that shaped how I think about strategy, performance, data, leadership, creativity, and life. Not a reading list; a working library.
Strategy & Systems Thinking
- The Fifth Discipline — Peter Senge
- Competitive Strategy — Michael Porter
- Competitive Advantage — Michael Porter
- Good to Great — Jim Collins
- The Goal — Eliyahu Goldratt
- Re-Imagine! — Tom Peters
- Thriving on Chaos — Tom Peters
- Leading the Revolution — Gary Hamel
- The Future of Management — Gary Hamel
- The Great Game of Business — Jack Stack
- When Giants Learn to Dance — Rosabeth Moss Kanter
- Blueprint to a Billion — David Thomson
Performance & Analytics
- Competing on Analytics — Thomas Davenport
- How to Measure Anything — Douglas Hubbard
- Performance Dashboards — Wayne Eckerson
- Key Performance Indicators — David Parmenter
- Cost & Effect — Kaplan & Cooper
- Profiles in Performance — Howard Dresner
- Driven to Perform — SAP Press
- Profit Patterns — Slywotzky & Morrison
Finance & Investing
- Financial Intelligence — Berman & Knight
- The Intelligent Investor — Benjamin Graham
- The Bogleheads' Guide to Investing — Larimore et al.
- Cracking the Value Code — Boulton et al.
- The Tao of Financial Information
Data & Visual Thinking
- The Visual Display of Quantitative Information — Edward Tufte
- Visual Explanations — Edward Tufte
- Beautiful Evidence — Edward Tufte
- Now You See It — Stephen Few
- Examples: The Making of 40 Photographs — Ansel Adams
- Chuck Close: Life
Leadership & Influence
- The Leadership Engine — Noel Tichy
- True Professionalism — David Maister
- The Ultimate Question — Fred Reichheld
- Consultative Selling — Mack Hanan
- Made to Stick — Chip & Dan Heath
- Daring Greatly — Brene Brown
- Upstanding — Frank Bhatt
Thinking & Creativity
- Serious Creativity — Edward de Bono
- A New Kind of Science — Stephen Wolfram
- Sapiens — Yuval Noah Harari
- Mastery — Robert Greene
- Story — Robert McKee
- Ignore Everybody — Hugh MacLeod
- Simplicity — Bill Jensen
Literature & Culture
- The Handmaid's Tale — Margaret Atwood
- The Glass Bead Game — Hermann Hesse
- Iron John — Robert Bly
- This Is Orson Welles — Peter Bogdanovich
- Crime and Punishment — Dostoevsky
- Robertson Davies — novels
- Michael Chabon — novels
- Cormac McCarthy — novels
- Home Game — Ken Dryden
Science & Reference
- The Way Things Work — David Macaulay
- The Lunar Men — Jenny Uglow
- Bonaparte — Corrigan
- King, Warrior, Magician, Lover — Moore & Gillette
- Behavior in Organizations — Greenberg & Baron
- Norton Anthology of English Literature