

CFO THOUGHT LEADER
The Future of Finance is Listening
CFO THOUGHT LEADER is a podcast featuring firsthand accounts of finance leaders who are driving change within their organizations.
We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.
We share the career journey of our spotlighted CFO guest: What do they struggle with? How do they persevere? What makes them successful CFOs? CFO THOUGHT LEADER is all about inspiring finance professionals to take a leadership leap. We know that by hearing about the successes — (and yes, also the failures) — of others, today’s CFOs can more confidently chart their own leadership paths across the enterprise and take inspired action.
Episodes
Mentioned books

Oct 23, 2024 • 44min
1045: Cash Flow Focus: Building a Sustainable Growth Strategy | Brian Hogeland, CFO Packer Fastener
In his three years as CFO of Packer Fastener, Brian Hogeland has led a milestone transformation of the company’s financial operations. Joining in 2021 during a period of rapid growth, Hogeland quickly identified opportunities to streamline processes, align business goals, and introduce technology-driven solutions. With Packer Fastener’s quirky culture—known for slogans like “We’ve got the biggest nuts in town”—Hogeland’s mission was to bring structure without losing the fun spirit at the company’s core.Hogeland’s strategic mindset reflects his career-long blend of finance and technology expertise. Early in his tenure, he introduced NetSuite as the company’s ERP system, replacing manual processes that once took weeks with real-time data and automation. This shift provided leadership with instant visibility into revenue, helping drive smarter, faster decisions across Packer Fastener’s growing network.Hogeland also emphasized data-driven planning. His approach aligns financial metrics with operational indicators like employee productivity and vehicle profitability. This framework enables intentional, forward-thinking strategies, ensuring the company scales efficiently without wasting resources.Throughout his career, Hogeland has championed innovation—whether through cloud-based tools or AI modeling—making finance a proactive force for growth. His ability to blend financial discipline with technology has better positioned Packer Fastener for sustainable growth in the years ahead.

4 snips
Oct 20, 2024 • 53min
1044: Driving Sustainable Growth: Aligning Business Goals with Profitability | Isabelle Winkles, CFO, Braze
Isabelle Winkles, CFO of Braze and seasoned finance professional with over 25 years of experience, tackles the complexities of ASC 606 while adapting to a changing environment. She emphasizes the importance of clear communication, linking financial implications to tangible outcomes that resonate with the sales team. Winkles also shares her insights on balancing profitability with sustainable growth amidst the dynamic tech landscape. Additionally, she offers a glimpse into her personal life, including her passion for competitive skiing as both parent and coach.

Oct 16, 2024 • 46min
1043: Redefining Success: A Journey from Corporate to Startup Leadership
As Aira Pineda stared out from her new office at a seemingly endless rice field, a voice inside her asked, 'What are you doing here?" Only a year or two earlier, Pineda had been among the young urban professionals populating the bustling Philippine offices of KPMG. She had excelled quickly, so much so that she was assigned to a leadership role in a major audit project just 2 years into her career. Groomed for partnership, she was part of KPMG’s "up-and-coming" class, with her sights set firmly on the top.But life had other plans. The birth of her son made Pineda reconsider the long hours and intense lifestyle required of a Big Four partner. Prioritizing family, she made the unexpected decision to leave the city and relocate to the countryside, where her son could be raised near his grandparents. This move led her to a small start-up called Scrubbed, a company with just 50 employees at the time. Her mentors thought that she was throwing her career away.What Pineda didn’t realize at the time was that this decision would not derail her career but instead redefine it. At Scrubbed, she gained broader experience in finance, and, as the company grew exponentially, so did her responsibilities. From consulting with clients to eventually becoming the company’s CFO, Pineda found her career full of unexpected turns. Her leap for personal reasons ultimately led her to a leadership role that she hadn’t anticipated—a twist in her journey that eventually set her on the path to becoming a CFO.

Oct 13, 2024 • 48min
1,042: From the Diamond to the Boardroom: A CFO’s Journey | Max Krakowiak, CFO, Revvity
Max Krakowiak stood on the pitcher’s mound, ignoring the first drops of a Seattle rain. A shout from a less-than-faithful fan filled his ears as he prepared to throw his next pitch. In this moment, he had no idea that his baseball career was about to take an unexpected turn, as a random off-the-field injury would soon end his time in the minor leagues and force him to hang up his cleats. However, what Krakowiak didn’t realize then was that his days on the mound would end up providing him with lessons that would last for years to come.As he transitioned into the world of finance—initially, through GE’s Financial Leadership Program—Krakowiak began to understand that the high-pressure moments in his baseball career had indeed been not very different from those encountered in corporate finance. “In baseball, you can get the best hitters to fail seven out of 10 times,” he reflected. “You have to focus on what’s in your control—your preparation, your mind-set, and how you engage with your team.”Such is the frame of mind that has proven invaluable to Krakowiak in finance, where uncontrollable market forces can instantly and otherwise dictate outcomes.Whether he was on the mound or handling investor calls, Max honed his ability to perform under pressure. “I’ve had some bad pitching performances in front of large crowds, and it made me a little numb to that anxiety,” he shared. That resilience, combined with his experience navigating tough conversations at GE, gave him the confidence to lead. Today, as CFO of Revvity, Max tells us he still brings that same focus and poise to every decision, balancing pressure with preparation—on the mound and in the boardroom.

Oct 11, 2024 • 47min
Controllers Classified: Host Erik Zhou welcomes Matt Didden, Controller at NexHealth.
In the season two premiere of Controllers Classified, host Erik Zhou welcomes Matt Didden, Controller at NexHealth. The conversation begins with a recount of how Matt landed in accounting after graduating in the 2007-2008 financial crisis and realizing that the world would always need accountants. It then highlights his transition from consulting/audit to client side, and the broadening of his scope from pure financial reporting to handling a myriad of complex business challenges.The episode then turns to its primary focus: accounting considerations in highly regulated industries. Matt points to specific examples - like the anonymization of patient information in line with HIPAA before bringing it into an ERP system - where he’s had to marry accounting best practices and standards with broader industry regulation and requirements.

Oct 9, 2024 • 47min
1,041: Rethinking Metrics to Align with Business Evolution | Josh Schwartz, CFO, Medidata
Josh Schwartz, CFO of Medidata, shares his journey from revenue recognition to CFO, mirroring the company’s shift from a startup to a structured organization. He discusses how evolving metrics reflect this transition, moving from product usage to data throughput on their platform. Schwartz highlights the importance of a troubleshooting mindset and adaptability in finance, as well as the need for finance to align closely with business goals. He also touches on his passion for boxing, revealing how it provides competition and stress relief in his life.

Oct 6, 2024 • 1h 2min
1,040: Leadership Partnership: How the CFO, CEO, and CIO Shape the Future | Mark Partin, CFO, Blackline
Mark Partin, CFO of Blackline and a veteran in finance leadership, shares his journey from being an unprepared newcomer in the C-suite to mastering the CEO-CFO partnership. He emphasizes the crucial role of trust and collaboration in shaping a company's future. Partin discusses the evolution of Blackline into a sophisticated accounting solution and highlights how CFOs and CIOs work together in modernizing financial systems. He also reflects on the power of empathy in leadership, underscoring its impact on achieving organizational goals.

Oct 2, 2024 • 49min
1,039: Driving Alignment Across Finance, Technology, and HR for Operational Success | Laura LaPeer, CFO, Plante Moran
It wasn’t long after Laura LaPeer left public accounting to climb the corporate career ladder that she encountered her first delicate challenge as a corporate controller. Just a year into her new role, her employer was acquired, and LaPeer was unexpectedly asked to explain complex working capital issues to the new owners. The head of finance for the acquired firm struggled to present the information clearly, and the new owners were becoming frustrated. LaPeer instinctively stepped in, simplifying the complex details and demonstrating her ability to distill intricate financial data while effectively reading the room.This experience, though it occurred prior to her joining Plante Moran, laid the foundation for her approach to leadership. By the time she was recruited as the controller at Plante Moran, LaPeer had already honed her ability to navigate complex situations and build relationships. The firm’s collaborative culture and the promise of a CFO role within a few years aligned perfectly with her leadership ethos. Her early experience not only solidified her decision-making and communication abilities but also prepared her for the strategic demands of Plante Moran’s finance function.

Sep 29, 2024 • 55min
1038: Driving Financial Agility in a Global Tech Landscape | Joey Wong, CFO, Lenovo Asia Pacific (PCSD)
In the mid-2000s, the world’s attention increasingly turned toward Asia, driven by the region’s rapid economic growth – not to mention the 2008 Beijing Olympics. It was within this atmosphere of excitement and potential that Joey Wong made a pivotal career decision. Having grown up in Los Angeles after her family immigrated from Hong Kong, Wong had always been drawn to math and science, a passion that led her to MIT, where she studied economics and business. Initially, Wong’s goal was to pursue a career in government economic policy, but the lengthy academic path it required made her rethink her future. “I realized that would mean many more years of studying before I had the credentials,” she recalls. Determined to put her skills into practice, Wong set her sights on business instead. Feeling a deep connection to Asia and recognizing that her Chinese language skills could provide a competitive edge, she took a bold step and accepted an internship with Morgan Stanley in Hong Kong.Immersed in the vibrant financial markets of Asia, she initially focused on media and telecommunications companies—two sectors experiencing significant growth in the region.Today, as CFO of Lenovo’s Asia Pacific PCSD division, Wong continues to leverage her deep expertise in regional markets, utilizing the financial and strategic acumen she developed early on. Her understanding of the business landscape in Asia has made her a key player in Lenovo’s growth story, driving initiatives that capitalize on the region’s evolving opportunities.In an interesting twist, the same Beijing Olympics that helped attract Wong back to Asia also played a significant role in shaping Lenovo’s global brand image. As an official sponsor of the 2008 Games, Lenovo provided over 30,000 pieces of equipment, including PCs and servers, showcasing its technological prowess on the world stage. It’s fitting, then, that the event which in part first sparked Wong’s desire to return to Asia also foreshadowed her future at Lenovo, where she now contributes to the same brand that made headlines during the Games. In some ways, that excitement of the games not only marked the start of an era for Asia but also the beginning of Wong’s career.

Sep 27, 2024 • 44min
Beneath the Surface: How to Manage Complexity and Achieve Greater Clarity - a Planning Aces Episode
Patrick Fleury, CFO of TeraWulf, brings his expertise in navigating complex industries, particularly Bitcoin mining. He discusses the importance of simplifying financial models to achieve clarity. The conversation explores the challenges of clear communication in chaotic environments and how finance leaders can enhance transparency. Fleury also delves into the economic aspects of Bitcoin mining, offering insights on profitability and the industry's need for transparency. He shares thoughts on evolving infrastructure, transitioning from Bitcoin mining to AI-driven solutions.