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resources

Practical tools to help you communicate clearly, tell better stories, and get to “final” faster.

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I believe resources should be more than a pretty PDF. They should actually help you work smarter, save time, and get better results.

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Below you’ll find my collection of free, ready-to-use guides and checklists designed for actuaries, analysts, and technical professionals — and the leaders who work with them.

Your go-to toolkit for building (and fixing) presentations that land.

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  • Detailed Guide: Step-by-step advice to clarify your message, structure your story, and design with impact.

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  • Final Slide Polish Checklist: Quick wins to instantly boost clarity and credibility before you send or present.

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A checklist for emails you want to get right the first time.

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  • Everyday messages: A quick scan to ensure clarity, tone, and action, including mini examples you can easily copy.

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  • High-stakes sends: Safeguards to prevent over-sharing, mistakes, or the dreaded “Reply All” regret.

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  • Recurring reports: Tips to keep weekly, monthly, or quarterly updates concise and valuable.

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