Work with Eric

Strategic Advisor / Fractional CFO

If you’re looking for a fractional CFO and accounting team for your business, we could work together through Zenbooks. Together, we’ll implement a best‑in‑class, cloud‑based finance infrastructure, build real‑time dashboards to track cash flow and profitability, and translate your numbers into clear, actionable strategies for budgeting, forecasting and fundraising. With a monthly retainer, you get the exact level of expertise you need, when you need it, to streamline your finance function and fuel your next phase of growth.

Zenbooks Case Studies

Board Membership / Governance

Drawing on over a decade as a CPA adviser and governance professional, I bring disciplined governance, financial oversight and strategic counsel to both nonprofit boards and corporate advisory committees. I’ll work alongside your leadership team to define risk frameworks, establish KPIs, oversee audits and ensure compliance, so we can focus on setting vision, driving mission and safeguarding long‑term sustainability. I’m selective about boards, I only join where I can make an outsized difference.

Keynotes, Panels & Moderation

I speak to founders, executives, and policymakers about modern small-business finance, open finance, and how better financial visibility leads to better decisions. My talks are practical, policy-aware, and grounded in real experience working with hundreds of Canadian businesses.

Popular speaking topics

AI in finance: what’s real, what’s hype, and what founders should do now
Cash-flow clarity as a leadership advantage
Modern finance leadership for founders and CFOs
Financial systems that scale with your business, not against it

Formats

Keynotes
Fireside chats and Panels
Moderator (finance, fintech, policy, and founder panels)

Selected Appearances

(Panel) Wagefest 2025 (Oct 2025) (The AI Advantage: Redefining the Modern Firm)
(Panel) Open Banking Expo (June 2025) (Fireside Chat: Open Banking: What’s the big deal?)
(Podcasts) Various including Open Banking Expo Unplugged, Steal from the Best and Work Less Profit More
(Panel) Xero Roadshow (July 2019) fireside chat with Ottawa’s leading cloud accountants

"Eric was a standout speaker at Wagefest 2025. He brings a rare combination of deep accounting firm leadership and technology-driven, out-of-the-box thinking. His panel session, The AI Advantage: Redefining the Modern Firm, wasn't just theoretical; it delivered a clear perspective that resonated with our audience of accounting professionals. The session was engaging and insightful, providing meaningful takeaways that our audience could immediately apply—with one survey respondent noting it was, 'Helpful for understanding how AI can actually be used day-to-day.' I would highly recommend Eric to any organizer looking for a speaker who is not only wonderful to work with but can bridge the gap between high-level strategy and day-to-day practice."

Adrienne Watts Organizer of Wagefest

Booking & inquiries
For speaking, moderation, or panel invitations, please get in touch.