Speaking & Workshops
Practical, CFO-grade content on forecasting, cash governance, and finance automation. Your audience leaves with playbooks, not platitudes.
40% faster close/reporting
automation & cadence
22% forecast accuracy lift
rolling models
$3.2M cost opportunities
multi-dimensional P&L
“Luis turns data into decisions — he bridges finance and strategy with uncommon clarity.”
Signature Topics
Book a keynote as-is, or combine with a workshop for immediate implementation.
Finance That Decides: Rolling Forecasts, Not Rear-View Reports
How to install a forecasting OS (rolling models + variance guardrails) that speeds decisions and stabilizes owner income.
Audience Fit
CEOs, CFOs, FP&A, Ops leaders
Outcomes
- Rolling 13-week + 12–18 month model blueprint
- Variance discipline people actually follow
- Executive pack that drives decisions
Cash Before Optics: Rules-Based Owner Draws and Liquidity Buffers
Turn income anxiety into a rules-based draw policy backed by buffers, scenarios, and early-warning signals.
Audience Fit
Founders, CFOs, PE/Investor ops
Outcomes
- Safe draw formula and buffer math
- Base/Bear/Bull scenario cadence
- Runway and covenant early-warning
Automate the Grind: BI & AI for a 40% Faster Close
Where automation actually pays in Finance: data hygiene, pipelines, anomaly alerts, and exec-grade dashboards.
Audience Fit
Finance leaders, Controllers, FP&A
Outcomes
- Close/reporting automation playbook
- Power BI pack structure & governance
- Anomaly detection and exceptions loop
Formats & Delivery
Choose the format that fits your event — every option comes with plug-and-play assets.
Keynotes
High-energy, practical talks tailored to your audience and event theme. Zero fluff, all signal.
- 30–60 minutes
- Customizable to industry
- Q&A optional
Executive Workshops
Hands-on working sessions that leave leaders with templates and an execution cadence.
- 90–180 minutes
- Templates & checklists
- Live model walkthroughs
Team Enablement
Deep-dive labs for FP&A/Accounting/BI teams to implement dashboards, guardrails, and workflows.
- Half-day to 2 days
- Real datasets (optional)
- Office hours add-on
Organizer Toolkit
Make it easy on your team. You’ll receive everything needed for smooth promotion & delivery.
Briefing & Alignment
30-min pre-call to tailor examples, metrics, and takeaways.
Promo Assets
Short bio, headshot, session abstract, social copy.
Slide Deck
Clean, high-contrast slides with space for your event branding.
Templates
Checklists and worksheets attendees can use the next day.
Tech & AV
HDMI/USB-C, handheld or lav mic, confidence monitor preferred.
Follow-ups
Optional post-event Q&A or office hours.
Book Luis for Your Event
Share your date, audience, and goals. We’ll tailor a keynote or workshop that delivers practical outcomes for your leaders.