Speaking
Sharing insights
from the trenches
I speak at conferences, corporate events, and podcasts about entrepreneurship, financial strategy, and the lessons learned from building businesses. My goal is always the same: deliver practical value with energy and authenticity.
Book Me to Speak
Speaking Topics
I tailor each presentation to your audience, but these are the areas where I bring the most expertise and energy.
Building & Exiting a Business
The entrepreneurial journey from founding to exit, with practical insights on valuation, negotiation, and life after sale.
Financial Planning for Founders
How entrepreneurs can protect their wealth while building their companies, including equity compensation and liquidity events.
The Future of Fintech
Trends shaping financial technology, from AI-powered advice to the democratization of financial services.
Leadership & Team Building
Lessons learned from scaling a company, building culture, and developing leaders within your organization.
On Stage
What Organizers Say
"Shane's talk was the highlight of our conference. His ability to make complex financial concepts accessible while keeping the audience engaged is remarkable."
"Practical, insightful, and genuinely entertaining. Our members are still talking about his presentation months later."
Upcoming Events
Catch me at one of these upcoming speaking engagements.
March 9, 2026
AttendingAttending T3 2026
T3 Technology Conference
New Orleans, LA
Event Details →May 26, 2026
Gemifi BoothGemifi Booth at FPA NorCal
FPA NorCal Conference
San Francisco, CA
Event Details →June 8, 2026
Gemifi BoothGemifi Booth at AICPA Engage
AICPA & CIMA ENGAGE 2026
Las Vegas, NV
Event Details →September 29, 2026
Gemifi BoothGemifi Booth at XYPN LIVE
XYPN LIVE 2026
San Diego, CA
Event Details →Past Events
A selection of previous speaking engagements.
January 2026
AI Tools Rapid-Fire Showcase
AICPA PFP Symposium
October 2025
Financial Planning For The Big Exit: IPO, M&A, Or Tender Offer
MyStockOptions.com Webinar
September 2025
Strategies For Concentrated Stock Wealth
MyStockOptions.com Webinar
September 2025
Strategies For Concentrated Stock Wealth
NAPFA New Hampshire Study Group
March 2025
Bots, Books, and Bottom Lines: How Accountants Can Outsmart AI and Stay Ahead
Intuit Innovation Showcase
December 2024
Bots, Books, and Bottom Lines: How Accountants Can Outsmart AI and Stay Ahead
Digital CPA 2024
October 2024
Strategies For Concentrated Stock Wealth
Intuit Connect 2024
October 2024
Outsourcing Accounting Offshore
Intuit Connect 2024
October 2024
Technology Stacks
Intuit Connect 2024
March 2024
The Entrepreneur's Exit Playbook
Fintech Summit 2024
January 2024
Customizing A.I. at Scale
AICPA PFP
November 2023
State of the Profession
QuickBooks Connect 2023
November 2023
Customizing A.I. at Scale
QuickBooks Connect 2023
February 2023
Executive Compensation Planning
AICPA & CIMA Engage 2023
February 2023
How to Create & Profitably Operate a Next Gen Practice
AICPA & CIMA Engage 2023
February 2023
A.I. and Investments
AICPA & CIMA Engage 2023
October 2022
Successfully Scaling a Multi-Advisor Firm
XYPN 2022
September 2020
Creating a Lean Advisory Practice
AICPA Engage 2020
September 2019
Stock Options 101
XYPN 2019
Interested in Having Me Speak?
I'm always open to discussing speaking opportunities. Whether it's a keynote, panel discussion, or workshop, let's talk about how I can add value to your event.