Speaking

A useful talk should guide the next decision

Practical sessions on CRM, retention, customer analytics, experimentation, and applied AI. The material draws on 20 years across Amazon, Ancestry, Stanley Black & Decker, and the Bed Bath & Beyond portfolio, plus two Braze Forge panels, an eTail Palm Springs panel, and university guest lectures including Northwestern Medill. Each session is built around a decision the audience needs to make.

Invite me to speak Read the arguments first

CONFERENCE PANELS · TEAM SESSIONS · UNIVERSITY GUEST LECTURES · WORKSHOPS

Talks

What I speak about

01 · OPERATING MODEL

Turn retention strategy into an operating mechanism

How to define customer states, assign owners, set contact constraints, establish measurement, and review the system often enough to correct it.

FOR: CRM & RETENTION LEADERS, GROWTH ORGS

02 · APPLIED AI

Put AI inside a measurable workflow

Where AI can shorten analysis, drafting, and experimentation, where human judgment stays accountable, and how to test the workflow against a baseline.

FOR: MARKETING LEADERSHIP, EXEC TEAMS

03 · MEASUREMENT

Measure retention before claiming it

Cohorts, customer lifetime value, holdouts, and direct-versus-influenced revenue. A practical session on choosing evidence that can support the decision.

FOR: EXECUTIVES, FINANCE-ADJACENT MARKETERS

04 · CLASSROOM

The Growth Operating System

A classroom session on diagnosing organizational chaos, designing closed-loop mechanisms, separating attribution from causal lift, and placing AI only where it reduces measurable friction. Students leave with a framework they can apply to one operating problem.

Diagnose chaos and systemic entropy
Design the loop: diagnose → build → scale → audit
Separate attributed results from causal lift
Map friction before applying AI

FOR: UNIVERSITIES, MBA PROGRAMS, LEADERSHIP COURSES

FreeClassroom appearances are always free.

Recent

Recent appearances and field notes

Two sessions at Braze Forge, an eTail Palm Springs panel, university and MBA guest lectures including Northwestern Medill, and field notes from events where I attended rather than spoke.

2025-10
LAS VEGAS

Braze Forge 2025 · panelist, two sessions

On building an AI-forward experimentation culture, and the economics of deliverability. Read the reflections

2026-01
UNIVERSITY OF UTAH

FIELD NOTES

Applied AI for Entrepreneurs Summit

Field notes on judgment, systems, and responsibility over tools and demos. Read the notes

2026-02
PALM SPRINGS

eTail Palm Springs · panelist

Panel discussion: “The Holy Grail of Personalization.”

ONGOING

University guest lectures

Marketing, CRM, and career sessions for university and MBA classrooms. Classroom appearances are always free.

Experience, with boundaries

Examples draw on 20 years across retail, subscriptions, consumer brands, and ecommerce. I separate operating experience, measured evidence, and recommendation.

Built for the audience

A 30-minute preparation call identifies the audience, the operating context, and the decision the session needs to support.

A usable next step

Each session protects time for questions and closes with a decision, test, or operating mechanism the audience can use.

Booking for conferences, teams, and classrooms

Send the event, the audience, and the decision you want them to leave ready to make. I will tell you honestly whether I am the right speaker for it.

Get in Touch