For teams and for events
Your team does not lack AI tools. What is missing is the structure that turns an output into a decision somebody is willing to sign. That is what I teach, either as a talk or as a working session.
Speaking
The talk I am asked for most is Designing AI workflows that improve decisions, not just speed. It argues that AI is producing more output while decisions are not getting better, and shows the three structural gaps behind that: no decision logic, no financial boundaries, and no record of why a human overrode the machine.
It lands through scenes a finance or operations audience has lived: the reorder finance rejected because cash constraints were never in the model, the forecast nobody trusted, the recommendation quietly ignored. It closes on the reframe: this is not a technology failure, it is a design failure, and design failures are fixable.
Virtual speaking, workshops and coaching, worldwide. In person within Costa Rica. In English or Mandarin.
Other topics
Workshop
The same method I use 1 on 1: we put the team's real responsibilities on the page, decide what AI takes, what it assists, and what stays human, then build the guardrails around it. They work on their own numbers the whole time.
Every recurring decision the team owns, written down: who decides, on what evidence, and how long it takes today.
Each one is marked. This is the argument that never happens otherwise, and it is where the trust comes from.
What the workflow may never decide alone, what has to be traceable, and which constraint sits above the model.
The team builds one workflow live and runs it against numbers they already know are right.
They leave with the map, the guardrails, one working workflow, and a shared vocabulary for the next one. Finance, procurement and operations in the same room is the version that works best, because the disagreement about whose number is right surfaces and gets settled.
Who it is for
Three to ten people, with tools and a licence and nothing deployed that a CFO would sign.
Finance, procurement and operations, where the same report produces three different actions.
A session for members who want the practical version, not a vendor demonstration.
A keynote that gives the room one idea and the language to argue about it properly.
In their words
Not a concept. A workflow on your own data, working by the end of the session.
She has great ability in distilling complex subject into practical workflow and application.
Emily M.Senior finance and FP&A leader. CPA, PMP
She brings positive energy, strong subject matter expertise, and practical AI insights to every interaction. Her feedback was always constructive and actionable, helping participants elevate their thinking.
Saule S.CFO and management consultant. CPA, ACMA, CGMA
Sharon is knowledgeable and approaches a situation from a real-world perspective.
Michael W.CFO, manufacturing and distribution. CPA, CPIM
Guided to your own answer, so you can rebuild it next month without me.
Sharon has deep expertise in AI and she teaches it with ease, giving students tips without giving a complete solution from the start. This approach motivated me extremely to come up with my own solution.
Valeria G.International group CFO
Her coaching style encourages critical thinking, problem-solving, and genuine understanding rather than reliance on prescribed answers. She creates an engaging learning environment that consistently challenges and inspires students to reach a higher level.
Kim R.Head of finance, SaaS and fintech. CA(SA)
Sharon's guidance was exceptional. She provided thoughtful, detailed reviews of my project submissions. By expertly identifying both my strengths and specific areas for improvement, she helped me take my AI skills to the next level.
Jeannie S.Senior finance manager, FP&A
She provided thorough, insightful feedback on our projects and demonstrated deep expertise in the subject matter. Highly valuable, helping me improve both my work and my understanding of the concepts.
Rodger W.Head of finance, turnaround and transformation. ACCA, MBA
I received very thorough feedback that was an appropriate mix of positive and constructive: direct and actionable as well as completely fair and on point.
Stacey L.CEO and founder, growth advisory
Sharon is an excellent hands-on instructor. Her coaching is amazing and her AI skills are incredible.
Jimmy S.Fractional CFO. CPA, ABV
Sharon was a great coach, providing comprehensive feedback on my assignments.
Wai-Yip W.Director of fund reporting, asset management. FCA, CFA
The size, the mix of roles, and what you want them doing differently afterwards. I will tell you whether it is a talk or a working session, and what it would involve.
