Small Business
Build a budget, understand your finances, monitor profitability and cash flow, and plan for financing.
Explore Small Business →Resources for students, entrepreneurs, and organizations to learn, plan, and make smarter financial decisions.
Plan and refine your business model.
Open the Tool →Practical finance and decision-making resources.
View Tools →Analyze profitability and drivers of returns.
Launch Tool →Budgeting and financial-planning tools for organizations.
Explore Resources →My background, current projects, and websites.
Learn More →Choose a course area to find tools, assignments and supporting resources. New material can be added here throughout the semester.
Turn ideas into business models. Explore customers, value propositions, economics, innovation and the mechanics of building a venture.
Open MNMK-355 →Practical material on using artificial intelligence as a thinking, research and productivity tool—while understanding its limits.
Open A.I. resources →Course tools and reference material for applying financial concepts, valuation logic and decision-making to real situations.
Open FIN-301 →Financial GPS is being developed for owners and community organizations without dedicated financial staff. Explore the two resource tracks and our fictional-data demonstration.
Build a budget, understand your finances, monitor profitability and cash flow, and plan for financing.
Explore Small Business →Understand financial position, contributions, reserves, budget performance, and potential building financing.
Explore Faith Organizations →Financial GPS is a developmental pilot. The demonstration is intended for fictional information only—not confidential business or congregation financial records.
From dividend-based retirement income to the remarkable bone biology of birds and hibernating bears, my independent projects begin with questions—and advance through evidence, models and testable hypotheses.
Explore Research & Working PapersI’ve spent my career at the intersection of banking, finance, technology and entrepreneurship. I have financed businesses and assets around the world, helped build specialty finance companies, led commercial lending teams and developed digital lending systems designed to make banking faster and more efficient.
My career has also given me the opportunity to build new businesses inside banks, including digital lending platforms and an eCommerce banking business. At Huntingdon Valley Bank, I helped grow the commercial loan portfolio from $13 million to more than $300 million while launching new lending, cash-management and technology initiatives.
Teaching lets me bring those experiences into the classroom. For many years I taught CEOs through the SBA Emerging Leaders program, combining academic frameworks with the practical realities of starting, financing and scaling a business. That same approach drives the materials and tools on this site.
More about my background ↗Check out my websites and other projects:
MNMK-355 students can build, save, reopen and print their own Business Model Canvas. Each student works independently on the same website; their canvas data stays in their own browser unless they download a project file.