En iyi Joey Schwartz podcastleri (2024)

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1046: Transforming Finance from Reactive to Proactive Leadership | David Eckstein, CFO, Vanta 44:50

25m ago44:50

44:50

When David Eckstein inherited a struggling business unit earlier in his career, he faced an uphill battle. The unit wasn’t one he had built, nor had he developed the frameworks or discounting policies in place. Yet, it was hemorrhaging money, and Eckstein quickly realized he had to act. “Just because you inherited the business doesn’t mean it’s not…

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1045: Cash Flow Focus: Building a Sustainable Growth Strategy | Brian Hogeland, CFO Packer Fastener 46:04

4d ago46:04

46:04

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 cult…

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1044: Driving Sustainable Growth: Aligning Business Goals with Profitability | Isabelle Winkles, CFO, Braze 54:28

7d ago54:28

54:28

In January 2020, most finance leaders saw ASC 606 as a closed chapter. However, for Braze’s newly appointed CFO, Isabelle Winkles, the revenue recognition standard became front and center. While ASC 606 was merely a speedbump for seasoned professionals—especially for a 25-year finance veteran like Winkles—it posed a notable challenge within Braze. …

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1043: Redefining Success: A Journey from Corporate to Startup Leadership 48:10

11d ago48:10

48:10

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…

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1,042: From the Diamond to the Boardroom: A CFO’s Journey | Max Krakowiak, CFO, Revvity 48:07

14d ago48:07

48:07

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 leag…

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Controllers Classified: Host Erik Zhou welcomes Matt Didden, Controller at NexHealth. 46:50

16d ago46:50

46:50

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/a…

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1,041: Rethinking Metrics to Align with Business Evolution | Josh Schwartz, CFO, Medidata 48:07

18d ago48:07

48:07

When Josh Schwartz arrived at Medidata, the life sciences innovation company was entering unfamiliar waters. Having just gone public, Medidata was shifting from a fast-growing startup to a more structured, scalable organization. For Schwartz, who initially led revenue recognition, this was the beginning of both a personal and professional evolution…

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1,040: Leadership Partnership: How the CFO, CEO, and CIO Shape the Future | Mark Partin, CFO, Blackline 1:03:48

21d ago1:03:48

1:03:48

Twenty-seven years ago, while in his late twenties, Mark Partin arrived inside the C-suite largely unprepared for the flood of challenges that would quickly breach his desk. Or so Partin tells us as he recounts the circumstances surrounding the first of five CFO appointments that have thus far punctuated his finance leadership career. “I can and do…

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1,039: Driving Alignment Across Finance, Technology, and HR for Operational Success | Laura LaPeer, CFO, Plante Moran 50:20

25d ago50:20

50:20

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 th…

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1038: Driving Financial Agility in a Global Tech Landscape | Joey Wong, CFO, Lenovo Asia Pacific (PCSD) 56:39

28d ago56:39

56:39

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…

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Beneath the Surface: How to Manage Complexity and Achieve Greater Clarity - a Planning Aces Episode 45:41

30d ago45:41

45:41

In this episode of Planning Episodes hosted by Jack Sweeney and Brett Knowles, three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of TeraWulf—share their insights on financial planning and analysis (FP&A), with a focus on navigating complex business environments. Through their stories, listeners will gain a deeper und…

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1,037: Optimizing Growth and Margins: A CFO’s Strategic Playbook | Regi Vengalil, CFO, Trax Retail 36:11

1M ago36:11

36:11

When the opportunity to help lead the corporate travel business at Expedia arose, Regi Vengalil knew it was exactly the role he had been seeking to put his CFO role in gear. Stepping into the CFO position meant overseeing a business unit with $600 million in revenue and $120 million in EBITDA, and Vengalil was eager to take on the challenge. Prior …

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1,036: The Power of AI in Shaping Strategic Finance Leadership | Zane Rowe, CFO, Workday 37:59

1M ago37:59

37:59

In 2012, after nearly two decades in the airline industry, Zane Rowe made a bold career pivot. Leaving behind his role as CFO at United Airlines, Rowe stepped into the tech world, joining Apple in a sales role—a move many saw as risky but one that would ultimately shape his perspective on finance leadership in the digital age. This decision marked …

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1035: Balancing Growth and Sustainability: The Financial Strategy Behind Health Innovation | Daniel Welch, CFO, Kate Farms 59:46

1M ago59:46

59:46

In 2018, Daniel Welch made a life-altering decision. After a decade in investment banking, working on high-profile IPOs and M&A deals at Morgan Stanley, Welch found himself at a crossroads. The birth of his daughter and a health scare involving his father led him to question the career path he was on. “I was mentally stimulated by the work, but it …

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1,034: From Earnings Growth to Long-Term Success: A CFO’s Strategic Shift | Deanna Strable, COO & president (CFO emerita), Principal Financial Group 48:03

1M ago48:03

48:03

When Deanna Strable was approached to take on the role of CFO at Principal Financial Group, she was taken by surprise. Having spent most of her 30-year career in leading business units rather than focusing on finance, Strable initially questioned whether she was the right fit for a position traditionally held by financial experts. “Ultimately,” she…

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1033: The ‘Buy or Build’ Moment: Preserving Your Firm's Entrepreneurial Spirit | Ben Averis, CFO, Yoto 34:16

1M ago34:16

34:16

Ben Averis’s journey to CFO of Yoto was shaped by diverse experiences in finance, ranging from his early days at PwC in mergers and acquisitions (M&A) to leading roles in private equity-backed businesses. His exposure to the "buy and build" strategy during M&A transactions taught him the challenges of scaling businesses while maintaining their core…

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1,032: From Bitcoin to AI: How Financial Strategy Can Drive a Company’s Evolution | Patrick Fleury, CFO, TeraWulf 55:59

2M ago55:59

55:59

It was during the first half of 2024 that press reports first surfaced to suggest that Bitcoin pioneer TeraWulf was seeking to make a bold strategic pivot into AI and high-power compute. Along the front lines of this move stood Patrick Fleury, TeraWulf’s action-oriented CFO, whose short tenure at the firm thus far has been notable for its aggressiv…

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1,031: Unlocking Operational Scale in Health Insurance Through AI and Data | Scott Blackley, CFO, Oscar Health 48:22

2M ago48:22

48:22

When Scott Blackley was asked in kindergarten what he wanted to be when he grew up, his answer was surprisingly clear: “I want to be an auditor.” This early ambition was no coincidence; his father was a partner at KPMG, and young Blackley grew up around the firm’s offices, imagining himself one day sitting at a big desk, overseeing important work. …

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1,030: Leveraging Global Expertise to Shape ADP’s Financial Future | Don McGuire, CFO, ADP 58:38

2M ago58:38

58:38

In 2021, Don McGuire received an unexpected call from ADP's HR leader, offering him the In 2021, ADP’s HR leader reached out to Don McGuire, then the company’s globe-trotting EMEA In 2021, ADP’s HR leader reached out to Don McGuire, then the company’s globe-trotting EMEA president, to gauge his interest in stepping into the firm’s CFO role. McGuire…

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Bonus Episode: Early Beginnings 24:49

2M ago24:49

24:49

In this bonus episode of CFO Thought Leader, host Jack Sweeney shares insightful stories from three finance leaders, focusing on their early beginnings and how those experiences shaped their careers. Scott Healy reflects on the influence of his father, an Air Force colonel, and his deaf brother, both of whom instilled a strong work ethic and a spir…

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Strategic Relationship Building in FP&A- A Planning Aces Episode 43:55

2M ago43:55

43:55

In this episode of Planning Aces, Jack Sweeney and Brett Knowles discuss the evolving role of FP&A professionals, emphasizing the importance of relationship-building and strategic collaboration within organizations. As summer ends and fall approaches, Brett predicts a surge in business activity, particularly as companies rush to meet year-end objec…

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1,029: A Unique Advantage: When CEO Experience Informs CFO Leadership | Matt Steinfort, CFO, DigitalOcean 52:38

2M ago52:38

52:38

While most CFOs climb the ranks through finance-related roles, Steinfort’s path took a significant detour—one that saw him leading a company as CEO before unexpectedly stepping into the CFO role. Steinfort’s transition from CEO to CFO occurred when he was approached by Dan Caruso, a long-time mentor and successful entrepreneur. The two had a histor…

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1,028: Shaping Finance Operations to Support Global Growth | Clemente Cohen, CFO, PG Forsta 57:41

2M ago57:41

57:41

Clemente Cohen’s finance career began in the early 1990s inside the Munich offices of Silicon Graphics, approximately 6,500 miles from the Silicon Valley company’s headquarters and 7,500 miles from his birthplace in Argentina. This transcontinental start marked the beginning of a career defined by global problem solving , adaptability and generous …

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1,027: Strategic Finance in the Digital Asset Industry: Lessons from a Bitcoin Mining Leader | Salman Khan, CFO, Marathon Digital Holdings 49:38

2M ago49:38

49:38

When Salman Khan arrived in Dubai from the U.S. in the early 2000s, he was a seasoned auditor with PricewaterhouseCoopers, ready to narrow his focus on the oil and gas industry. If someone had told him then that he would one day be the CFO of the world’s largest Bitcoin mining company, Khan would have undoubtedly replied, “What mining company?” At …

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1,026: Partnering for Growth in the Age of AI | Kabir Ahmed Shakir, CFO, Tata Communications 55:11

2M ago55:11

55:11

According to CFO Kabir Shakir, when AI giant Nvidia sought to expand its alliances in India, it knew exactly with whom to partner: “They did their homework, and they tapped on Tata’s door.” This partnership, Shakir tells us, has proven to be but one of a number of alliances in Tata’s journey toward becoming “the national AI champion for all of Indi…

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1,025: Cost Management to Strategic Investment | Chikako Tyler, CFO, California Bank & Trust 36:53

2M ago36:53

36:53

In her role as CFO of California Bank & Trust, Chikako Tyler faced the collapse of Silicon Valley Bank—the second financial crisis of her career. Unlike the first crisis, the Great Recession, which forced her to leave a rewarding career in commercial real estate, this time, Tyler was prepared to take charge. In 2009, as the economic downturn decima…

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1,024: From Overdrive to Insight: Lessons Learned in the Pursuit of Success | Tom Bock, CFO, SmartFinancial 53:14

3M ago53:14

53:14

In 2005, fresh into his first banking job at Citigroup, Tom Bock found himself working 63 hours straight to prepare for a critical pitch. Fueled by a desire to prove his worth, he pushed his limits, refusing to rest until the task was completed. However, this grueling experience came at a cost—his nose began bleeding, a stark sign of physical exhau…

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1,023: How Finance Propelled a Tech Enthusiast into the C-suite | Doug Potvin, CFO, Trinity Logistics 1:07:02

3M ago1:07:02

1:07:02

Doug Potvin’s journey to becoming the CFO of Trinity Logistics reveals the power of adaptability and continuous learning. Initially captivated by technology in high school, Doug pursued a degree in computer science, only to discover a passion for finance during a college course. This pivot led him to the National Marine Fishery Service (NMFS), wher…

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1,022: The Power of Lean Thinking | Todd Patriacca, CFO, BVI Medical 1:01:59

3M ago1:01:59

1:01:59

Todd Patriacca was more than a dozen years into his finance career when two things happened that accelerated its trajectory. The first was that he found a mentor—or, rather, that his future mentor found him. The second was that he became immersed in Lean culture. Starting his career at Arthur Andersen, Patriacca spent nearly 10 years in public acco…

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1,021: A Taste for Professional Growth: How the U.S. Coast Guard Granted Larry White an Expansive Finance Career 51:25

3M ago51:25

51:25

The year 1986 was a pivotal one for Larry White’s career in the U.S. Coast Guard. After entering the Coast Guard Academy in 1976 and graduating in 1980, White subsequently advanced through a series of intriguing roles including commanding an 82-foot patrol boat before deciding to pursue an MBA. The Coast Guard agreed to underwrite this move, enhanc…

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1,020: A Savvy Investor Cracks the Operator’s Code | Seth Wunder, CFO, Acorns 46:25

3M ago46:25

46:25

t a recent executive team dinner, several Acorns executives were reminiscing about their childhood professional aspirations. While many had had career dreams that had long ago lost their luster—Seth Wunder told his colleagues that he never gave much thought to being anything other than an investor. “I grew up in a household and family that was focu…

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Navigating Communication Challenges - A Planning Aces Episode 52:55

3M ago52:55

52:55

Brett & Jack discuss the commentary and insights of three accomplished CFOs (Sandeep Aujla from Intuit, Shelagh Glaser from Synopsys, and Seth Wunder from Acorns), while highlighting their distinct approaches to strategic finance, organizational structure, communication, and business growth. While all three Planning Aces highlight the importance of…

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1,019: The Rewards of Making an Early Exit | Josh Schenker, CFO, Aditude, Inc. 43:10

3M ago43:10

43:10

Josh Schenker may well be the only CFO we’ve interviewed who claims to have dropped out of high school—which he actually did, in order to accelerate his academic ascendance by passing the General Educational Development (GED) test, which in turn allowed him to enroll at college ahead of schedule. “I never received a diploma from my high school, so,…

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1,018: From Complexity to Clarity: Simplifying Business Segments for Investor Insight | Shelagh Glaser, CFO, Synopsys 55:20

3M ago55:20

55:20

When asked to share a single career chapter that has influenced her strategic mind-set as a finance leader, Synopsys CFO Shelagh Glaser knew exactly what to cite. She described a period that had unfolded during her 29 years at Intel Corp., when—seemingly overnight—consumer appetite for tablets had begun to upend Intel's enduring PC chips business. …

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An Entrepreneur Leverages AI to Revolutionize Finance Operations 36:07

3M ago36:07

36:07

In a special Trouble Shooter episode of CFO Thought Leader, we speak with Tal Kirschenbaum, CEO and founder of Ledge. Together, we delve into his career journey and the foresight that led him to identify a significant opportunity in finance automation. Tal's path, starting from his finance education at the University of Chicago and Tel Aviv Univers…

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1,017: Two Hands, One Vision: A Balanced Approach to Finance | Eric Emans, CFO, Nintex 42:45

3M ago42:45

42:45

“I see the fear of failure as being so detrimental to so many people early in their career. In people’s minds, failing is often outsized, but most of the time, the things you’re dealing with when you’re up and coming are expected to involve some failure. That’s how you learn,” reflects Eric Emans, the CFO of Nintex. Emans tell us his career was bui…

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1,016: When Career Years Are Investment Years | Sandeep Aujla, CFO, Intuit 46:18

3M ago46:18

46:18

By the time Sandeep Aujla arrived at Intuit in 2015, he had already invested 7 career-building years as a senior finance executive at Visa, so his path to the CFO office was presumably getting shorter and shorter. Still, it would be another 8 years before he would be appointed Intuit CFO. While there’s little question that during those 8 years Aujl…

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1,015: Aligning Investor Narratives with Operational Strategy | Mark Khavkin, CFO, MinIO 40:05

4M ago40:05

40:05

Mark Khavkin tells us that from the very beginning of his career journey—a 2008 role as an investment professional with a European private equity firm—he was able to gain experience in board strategy, investor relations, and entrepreneurial exploration. This foundation allowed him to read boardroom dynamics from very early on and prepared him to an…

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1,014: Passion and Purpose: Building a Vibrant Finance Culture | Karen Williams, CFO, American Express Global Business Travel 46:58

4M ago46:58

46:58

Karen Williams’s journey to becoming a successful CFO began with a crucial lesson learned early in her career at the UK headquarters of candy giant Mars. As a young professional, she tells us, she had failed to grasp the importance of relationship-building and expressing her passion for the business. At times, this void had kept her sidelined and s…

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Standardize, Streamline & Scale - A Planning Aces Episode 36:34

4M ago36:34

36:34

On the latest episode of Planning Aces three dynamic CFOs—Robert Cornella (RNDC), Karen Williams (American Express Global Business Travel), and Tony Querciagrossa (Pinstripes)—share a menu of FP&A insights and experiences. Robert Cornella emphasized the importance of understanding value chain economics and achieving operational harmony within compl…

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1,013: The Curious CFO: Crafting the Future of Space | Muhammad Shahzad, CFO, Relativity Space 50:13

4M ago50:13

50:13

Mo Shahzad is not one for trivial conversations. At Relativity Space, he’s known for his deep curiosity, often engaging team members in discussions about their interests and passions. This intellectual curiosity is not just a personal trait—it’s a vital tool for his role as CFO. Mo’s ability to connect on a personal level mirrors his professional m…

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Controllers Classified: A VC’s perspective on what financial data matters most 43:28

4M ago43:28

43:28

In the season 1 finale of Controllers Classified, host Erik Zhou is joined by Sarah Hinkfuss from Bain Capital Ventures for an overview of the VC investment landscape and a deep dive into her investment due diligence approach for growth stage companies. The episode begins with Sarah highlighting milestones from her career, including her time conduc…

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1,012: The Last Unlock: Empowering Teams | John Lutz, CFO, Sellars 46:12

4M ago46:12

46:12

Looking back, John Lutz doesn't hesitate to recall a strategic turn along his career journey when, during his tenure as director of finance at Charter Steel, he transitioned a cumbersome, error-prone Excel model into an advanced, activity-based costing system. By involving stakeholders from across the company, Lutz tells us he not only gained buy-i…

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1,011: Balancing Agility and Structure for Strategic Growth | Carol Lee, CFO, LogicMonitor 40:36

4M ago40:36

40:36

Beginning her career as an analyst, Carol Lee honed her technical skills both in pre-revenue start-ups and a multinational corporation with over $10 billion in revenue. These contrasting environments, she tells us, equipped her with a unique perspective on what it takes to be both scrappy and scalable. Early in her career, Lee immersed herself in M…

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Special Episode: The 20 Leading CFOs of AI 38:05

4M ago38:05

38:05

CFO Thought Leader host Jack Sweeney and performance management guru Brett Knowles explore and highlight the takeaways from The 20 Leading CFOs of AI report, recently published by CFO Thought Leader. The conversation underscores the ethical challenges posed by AI and the critical role CFOs play in ensuring responsible governance. Notable examples l…

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1,010: When SaaS Became His Native Language | Michael O'Grady, CFO, Permutive 1:00:39

4M ago1:00:39

1:00:39

Michael O’Grady’s finance strategic moment occurred in 2014 at higher-ed tech company Ellucian. Faced with transitioning from a traditional perpetual license model to a SaaS one, he identified the need for a unified approach across all business functions. Recognizing that the company’s executives had differing visions, he proposed skipping the annu…

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1,009: From GE Conference Rooms to Pinstripes’ Boardroom | Tony Querciagrossa, CFO, Pinstripes 45:04

4M ago45:04

45:04

Two-and-a-half years ago, CFO Tony Querciagrossa began a discussion with Dale Schwartz, founder of Pinstripes, that would eventually lead to Querciagrossa joining the experiential dining up-and-comer as CFO. Turn back the clock a little, and you would see that Pinstripes, aiming for a traditional IPO, had engaged Goldman Sachs to solidify its path …

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ON LOCATION: IMA24 Uncovering New Educational Pathways 42:41

4M ago42:41

42:41

On Location IMA24 (San Antonio, TX) the annual America's conference for the Institute of Management Accountants (IMA) CFO Thought Leader Host Jack Sweeney speaks to Mike DePrisco, IMA President and CEO, about the evolving importance of certifications like the CMA (Certified Management Accountant) and the newly established FMAA (Financial and Manage…

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1,008: Managing Change and Ensuring Stability | Erica Gessert, CFO, Upwork 42:11

5M ago42:11

42:11

In the throes of the Great Recession, Erica Gessert faced one of her first tests of leadership. As the head of Investor Relations for Virgin Mobile, she found herself navigating the collapsing financial sector. Key banks that were integral to the company's operations began to crumble, and the economic landscape was fraught with uncertainty. Keeping…

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1,007: The Art of Financial Storytelling: A CFO’s Perspective | Ashley Johnson, CFO, Planet 57:57

5M ago57:57

57:57

When she was an international studies major living abroad, Ashley Johnson tells us she met a U.S. ambassador whose unvarnished career advice subsequently led her to divert her career path away from the diplomatic corps of the U.S. foreign service. Johnson reflects, "I thought I was going into the State Department." However, a weekend spent with Amb…

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