Archetype Consulting

Archetype Consulting provides insight born of real world experience to ensure that our clients achieve measurable and sustainable success from their Business Intelligence (BI) and Enterprise Performance Management (EPM) solutions. Archetype offers a customizable set of services, sized and managed to each organizations individual circumstance. We work with our clients to develop strategic vision, improve and align processes, implement solutions, develop internal expertise, and provide on-going support services.

Our capabilities cover the full information lifecycle, from Business Intelligence, EPM, and Data Warehousing Strategy formulation, to the design, development, implementation and support of ETL and Business Intelligence solutions. Our solutions are process driven, people-centric, and leverage technology to enable business processes critical to a high-performing organization.

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Bernie Borges
CEO of Fulfilled@Work Academy

Bernie Borges is CEO of Fulfilled@Work Academy, the creator of the Fulfillment-Centric Leadership™ framework, and host of the Life Fulfilled Podcast, featuring over 260 interviews. With more than 30 years of experience in strategy, leadership, and communication, Bernie helps leaders and teams thrive by aligning personal purpose with business success. He coauthored the Thriving in Midlife report and has been a featured speaker at the University of Notre Dame’s Inspired Leadership Initiative.

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CFO.University

A Professional Community of Member-Scholars, Companies and Trusted Advisors committed to the development of Chief Financial Officers.

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Aliyyah Abdullah, CPABC
Finance Business Partner | Writer | Geek

I draw on 15 years of work experience and an umbrella of skills to solve problems within finance and accounting. This experience includes effective communication, managing cross-functional teams, board reporting, budgeting and forecasting, scenario planning, risk analysis, technical accounting, and process improvement. I have enjoyed working within small and medium-sized entities for most of my career, which has given me a more significant impact on leading and contributed to my entrepreneurial personality.

My career has also involved being outsourced at a listed fortune 500 company and working within the public sector. While enriching, this journey provides a backdrop for being unique, flexible, and contributing different perspectives.

In 2020, I decided to get serious about professional writing, so I write in my spare time. In 2021, I wrote an academic paper to help junior finance professionals improve their influence, and this was nominated for a Rubery Award in 2022.

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Peter Adams
Vice President, Business Strategy, Aldrich Technology LP

Peter Adams leads business strategy for Aldrich Technology. Prior to Aldrich, Peter founded and ran Lighthouse Information Systems, a West Coast technology consultancy focused on leading clients through technological and operational challenges in order to promote growth and facilitate successful systems. While running Lighthouse for more than 35 years, Peter served clients across countless industries, including agriculture, construction, manufacturing, medical device production and technology. Before Lighthouse, he worked as a deployment specialist in the healthcare information systems arena. His approach to IT work lies in consulting clients through complex projects to achieve their ultimate business objectives.

Peter is a graduate of UC Santa Cruz in Biology and Chemistry and of Oxford University’s Advanced Management Program (AMP). Outside of work, he is a sailor, a Coxswain in the Coast Guard Auxiliary and a Black Belt martial arts instructor.

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Christopher Argent
Editor in Chief, Generation CFO

Chris champions the “yin yang” of holistic finance business partnering enabled by digital finance transformation. He calls his work the “Digital Finance Core”. It’s a set of models and methods he has created over the last 15 years. He explains more in his upcoming book: The Good Mixer - The Digital CFO Opportunity.

Chris’s earlier career focused on business partnering, performance and growth strategy, then finance transformation and technology.

Technology is part of his expertise, but it’s not the focus, as talent and change strategy is required before successful implementation and sustained performance.

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Ashok Manthena
CFO and Chief of Finance AI

​Ashok is the CFO & Chief of Finance AI at ChatFin, author and compelling speaker on AI in finance.

He is passionate about transforming how finance teams work by using the power of AI.

He works closely with finance leaders across functions like FP&A, Treasury, Tax, and Controllers, helping them streamline processes and unlock their full potential.

His mission is to make AI a game-changer for finance professionals, helping them become 10x more impactful in their roles by:

1. Helping CFOs bring AI into their finance processes.
2. Leading ChatFin, an advanced finance AI agent built for accounting and finance teams.
3. Staying hands-on by experimenting with the latest AI models and designing intuitive user experiences for AI.
4. Sharing his journey through articles, papers, and keynote talks.

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