His keynote addresses, including The Love affair with EBITDA and The Secrets of Finance Revealed, are resounding successes with diverse audiences because of his unique ability to combine content with energy and humor. Recent keynote and speaking appearances include the Inc. 500, International ISM, and SHRM conferences. Audience members rave about his speaking, saying , “I was on the edge of my seat the entire time,” “Joe was ideal…given his humorous, positive approach and emphasis on demystifying the numbers,” and “refreshing presentation with ideas that could impact business performance.”
Joe facilitates numerous training programs including Finance for Non-Financial Managers and Financial Intelligence for Leaders in large and small companies both public and private, nonprofits and universities. Clients such as NBCUniversal, Electronic Arts, and GE also praise his knowledge, sytle, and sense of humor. Comments include: “we will definitely get a ROI from this program,” “the best training course I’ve ever taken” and “everyone in our organization needs to take this class.”
Joe is coauthor of the Financial Intelligence series published by Harvard Business Review. He has also been a guest on Bob Brinker’s Money Talk show on KABC ratio and CNBC’s Morning Call program.
As CFO of Setpoint Companies, he spearheaded the financial education of engineers in this automation and roller coaster company. Under his leadership, Setpoint became an Inc. 500 company and was featured in Inc. magazine and A Stake in the Outcome. Joe’s background also includes finance at Ford Motor Company, Bell & Howell, and Arrow Dynamics.
Joe received a bachelor’s degree in economics from Brigham Young University and an MBA from University of California, Berkeley.