CFO THOUGHT LEADER

CFO THOUGHT LEADER
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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.

  1. 1152: Value Creation Starts with Portfolio and Capital Discipline | Manny Korakis, CFO, Presidio

    27M AGO

    1152: Value Creation Starts with Portfolio and Capital Discipline | Manny Korakis, CFO, Presidio

    In his first “60 to 90 days” as CFO of Presidio, Manny Korakis learned that preparation doesn’t cancel pressure, he tells us. “Now the buck stops here,” he tells us, and he “didn’t really appreciate the pace” required until he was living it daily, he tells us. Korakis traces his move into enterprise thinking back to the McGraw Hill companies. Early on, he was “very technical” and “pretty close” to a singular controllership focus, he tells us. Then a mentor CFO pulled him into what they called the “growth and value plan,” he tells us. He worked on the “system landscape” and “data flow,” and on portfolio decisions about which assets were core and which were “distracting,” he tells us. That work drove the separation of McGraw Hill Education from the rest of McGraw Hill and a rebranding to “S&P Global,” he tells us. It also surfaced “hidden gems of value,” he tells us. Seeing theory turn “real life” became his “aha moment,” he tells us. In a later chapter, Korakis served as CFO of S&P Dow Jones Indices, where partners were aligned “in many cases,” but “not always aligned,” he tells us, requiring balance of “different needs and expectations,” he tells us. That arc shapes how he defines finance: not just “counting the beans,” but “highlighting the key things” so others decide better, he tells us. Today, he says finance “own[s] the model” for where Presidio wants to go, he tells us, and AI starts with “bite sized pieces,” he explains.

    37 min

  2. 4D AGO

    The Quiet Origins of Finance Leaders | A New Years Release

    As one year closes and another begins, most of us are wired to look forward—to new goals, fresh plans, and the next chapter. But this special episode of CFO Thought Leader invites you to do something slightly different: look back. Not to financial milestones or career titles, but to the moments that quietly shape who we become long before anyone hands us a business card. In this episode, three CFOs take us back to the earliest chapters of their lives—stories of family, displacement, discipline, sacrifice, and unexpected kindness. You’ll hear how a father’s insistence on “trying,” a mother’s balancing act between career and family, and a landlord’s life-altering act of generosity became the invisible architecture behind leadership, resilience, and purpose. None of these moments appear on a résumé. Yet each one echoes through boardrooms, decision-making, and how these leaders show up for others. As we release this episode on New Year’s Eve, it feels like the right reminder: progress isn’t only measured by what we build next, but by what shaped us along the way. Before the spreadsheets, before the titles, before the outcomes—there were people, moments, and values that set everything in motion. We hope these stories give you pause, perspective, and perhaps a renewed appreciation for the beginnings that make all the difference.

    28 min
  3. Atoms, Not Electrons: Why Warehouses Still Win | Tim Arndt, CFO, Prologis

    12/28/2025

    Atoms, Not Electrons: Why Warehouses Still Win | Tim Arndt, CFO, Prologis

    When it came time to pick our holiday bonus episodes, Tim Arndt quickly came to mind. Few companies sit at the crossroads of as many 2025 storylines—tariffs, data centers, and AI—as Prologis. In our February conversation, Tim walked us through a “merger of equals” that reset leadership, the capital-markets discipline that followed, and why logistics is about “atoms, not electrons.” He tells us Prologis oversees roughly 1.3 billion square feet across 20 countries, with nearly 3% of global GDP touching its facilities. From post-GFC balance-sheet rigor to new rooftop energy and mobility plays, this one captured listeners’ attention—and still feels timely. Enjoy this rerelease of one of our most-played episodes of the year.

    48 min
  4. Inside the EPM Summit 2026: Asking Better Questions Before Choosing Technology

    12/26/2025

    Inside the EPM Summit 2026: Asking Better Questions Before Choosing Technology

    David Den Boer traces the origins of the EPM Summit to a pattern he kept seeing across projects. “Sometimes the error is not necessarily beginning in the project,” he tells us, “but in the way they selected the product.” Too often, he observed, finance teams were locked into technology decisions before fully understanding their requirements—or their alternatives. That realization reshaped how he thought about impact. While Den Boer says he enjoys solving customer problems through implementations, he began to focus on “slower, moving bigger problems,” including gaps in thought leadership and how organizations evaluate EPM solutions in the first place. The Summit, he tells us, was designed to address that upstream decision-making moment. He draws on experience hosting EPM-focused events beginning in 2009, after SAP acquired OutlookSoft. At large vendor conferences with “hundreds of products,” he explains, it was difficult for EPM practitioners to get focused answers, connect with peers, or evaluate options objectively. As legacy platforms declined, customers increasingly asked him where to go next—and how to choose wisely. That question has only intensified with AI. Den Boer tells us finance teams are now being asked to rethink processes “from a first principles perspective.” Without that reset, he warns, organizations risk “just bolting on AI” to workflows that haven’t fundamentally changed in decades. The EPM Summit reflects that conviction. Den Boer says he personally curates content to avoid “glossy marketing stuff,” relying instead on practitioners who have delivered dozens—or hundreds—of projects. Panels, hands-on product access, and difficult vendor questions are all designed to give finance leaders what they rarely get: clarity before commitment. In an era of expanding choice, the Summit is built around a simple idea—better decisions start earlier.

    20 min
  5. Before the Outcome Was Known | Jonathan Carr, CFO, Armis

    12/24/2025

    Before the Outcome Was Known | Jonathan Carr, CFO, Armis

    As the year comes to a close, we’re revisiting a conversation that feels newly relevant. This week, we’re re-releasing our CFO Thought Leader episode with Jonathan Carr, recorded three years ago—long before any exit was in view, but rich with insight into how he thinks about leadership, growth, and decision-making under uncertainty. That mindset was shaped early. Just 18 months after finishing college, Carr was placed in charge of a major Oracle implementation at a Stryker manufacturing plant in Puerto Rico. He had never led systems work before. The advice from his division controller was simple and direct: “find the opportunities that either get you promoted or fired,” Carr tells us. The six-month project forced him to work across manufacturing, IT, and finance to understand how transactions actually flowed through the plant. Carr describes the learning process as peeling back layers “like an onion,” where each answer revealed more complexity, he tells us. It was an early lesson in getting out of one’s comfort zone and doing work before feeling fully prepared. That approach carried forward as Carr moved through FP&A, accounts receivable, and customer-facing roles, and later joined SurveyMonkey when the company was generating less than $100 million in revenue. There, he helped build finance capabilities, supported acquisitions, and participated in capital raises totaling nearly $1 billion, with less than $100 million in primary capital, Carr tells us. Later, at Atlassian, Carr was part of the finance leadership team during the company’s transition from on-premise software to the cloud. The shift required conviction, transparency, and clear communication with employees and investors, even as near-term economics changed, Carr tells us. In the episode we’re re-releasing today, you’ll hear Carr reflect on growth, influence, and adaptability. “I reserve the right to get smarter,” he tells us—a line that neatly captures how he has approached each chapter of his career, long before the outcomes were known.

    35 min
  6. Lessons That Linger: Leadership Reflections From the CFO Seat | Karen Williams, CFO, American Express Global Business Travel

    12/21/2025

    Lessons That Linger: Leadership Reflections From the CFO Seat | Karen Williams, CFO, American Express Global Business Travel

    As we re-release this conversation with CFO Karen Williams during the holiday week, we’re opening the episode with a short preface drawn from something she shared recently on LinkedIn. In a post about books that shaped her as a leader, Williams reflected on culture, bias, and the importance of staying open to different perspectives—ideas that echo throughout this episode and frame how she’s built her career. Those themes weren’t always obvious early on. Williams traces a formative lesson back to her move from a 20-person startup into Mars, where she says she “bombed at networking.” Accustomed to a small, family-style environment, she kept what she describes as a “head down, get on with it” mentality. She didn’t yet understand the importance of relationships and networks, she tells us, and after a couple of years, she left. That experience reshaped how she approached her next chapter at American Express. The culture there was “very people focused, very relationship driven,” Williams tells us, but progress still came slowly at first. It took time to move from analyst to manager as she built credibility and learned how influence actually works inside large organizations. Once she reached that level, things accelerated quickly. A structural gap gave her direct exposure to a divisional CFO, who became her sponsor and helped unlock three to four subsequent roles, Williams tells us. Over fifteen years, she held roughly nine roles at American Express—calling the experience her “Harvard School of training years.” In the episode, listeners will also hear how Williams continued to stretch herself by moving out of finance into business leadership, leading strategy through disruption, and later stepping into CFO roles where unexpected challenges—like cleaning up a balance sheet—tested her early credibility. It’s a conversation about learning, reflection, and how experience—especially the uncomfortable kind—shapes leadership over time.

    48 min
  7. 1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk

    12/17/2025

    1151: Trust Is the Real Currency of Cross-Functional Finance | Roy Hefer, CFO, Perk

    Roy Hefer expected a quick coffee. Instead, a “30 minutes” introduction with a newly appointed Lumenis CEO stretched “more than three hours,” he tells us, as they talked through her plan to transform a flat-growth, cash-bleeding medical device company and “ultimately take it public,” he tells us. That conversation marked a shift from theory to ownership. After five years at McKinsey—based out of Tel Aviv, but spending “most of my time abroad,” he tells us—Hefer realized he was “a doer,” he tells us. He loved delivering “an amazing model” and “a very sophisticated framework,” he tells us, but not walking away before execution. At Lumenis, execution became the point. A supply-chain initiative aimed to cut costs by 30%, he tells us; the team “managed to shave, save more than 40% cost,” he tells us. As the company prepared for a NASDAQ IPO in 2014, he tells us, his CFO pulled him closer—and Hefer had what he calls an “aha moment” where he “fell in love with finance,” he tells us, seeing how finance shapes decisions across fundraising, M&A, and expansion, he tells us. Years later, after a second IPO chapter at Hippo Insurance in 2021, he tells us, Hefer chose the CFO path at Perk. There, late 2022 fundraising forced a fork: accept “highly dilutive” capital or pivot toward profitability to become “default alive,” he tells us. For Hefer, that’s the job: frame options early, build trust “brick by brick,” he tells us, and let the best decision make itself.

    48 min
  8. 1150: Making AI Practical in Finance, Not Theoretical | Matt Novick, CFO, Triplelift

    12/14/2025

    1150: Making AI Practical in Finance, Not Theoretical | Matt Novick, CFO, Triplelift

    Matthew Novick traces one of his earliest business lessons not to a boardroom, but to a furniture store in Portland, Maine. Growing up in his family’s business, he learned how to read credit reports, price products, and assess who was “credit worthy,” skills that showed him how decisions affect a business long before he ever closed a set of books, Novick tells us. That operational grounding followed him into finance. Early roles at IBM and AOL put him on both the expense and revenue sides of the P&L, including sales operations and compensation design. Those experiences shaped his belief that finance is not just about counting dollars, but understanding what the numbers actually mean, he tells us. “If you don’t understand what goes into closing those books… you’re never actually going to understand your business,” he says. Read More His path accelerated quickly. After leaving AOL, Novick joined Magnetic, where he became VP of Finance and then the company’s first CFO in his early 30s. Since then, he has moved through multiple CFO chapters across ad tech and data-driven businesses, refining how he partners with CEOs. That partnership, he explains, is central—so central that he once flew across the country to spend two days with a CEO before accepting a role, Novick tells us. A defining strategic moment came at PlaceIQ, when the company received an unexpected inbound acquisition inquiry. Preparing to assess synergies, unit economics, and whether “one plus one really equals three” reshaped how he thinks about strategy and readiness, Novick tells us. Today, as CFO of TripleLift, that mindset carries forward—pairing operational fluency with disciplined decision-making in an increasingly complex, AI-influenced finance landscape.

    58 min
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About

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.

Information

  • Channel
    CFO THOUGHT LEADER
  • Creator
    The Future of Finance is Listening
  • Years Active
    2014 - 2026
  • Episodes
    1.1K
  • Rating
    Clean
  • Copyright
    © Middle Market Media LLC, 2019
  • Show Website
    CFO THOUGHT LEADER

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