CFO THOUGHT LEADER

By: The Future of Finance is Listening
  • Summary

  • 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.
    Middle Market Media LLC, 2019
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Episodes
  • 1,039: Driving Alignment Across Finance, Technology, and HR for Operational Success | Laura LaPeer, CFO, Plante Moran
    Oct 2 2024

    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.

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    50 mins
  • 1038: Driving Financial Agility in a Global Tech Landscape | Joey Wong, CFO, Lenovo Asia Pacific (PCSD)
    Sep 29 2024

    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.

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    57 mins
  • Simplifying the Complicated and the Complex: FP&A Strategies Across Industries - a Planning Aces Episode
    Sep 27 2024

    The discussion centers on three CFOs—Don McGuire of ADP, Scott Blackley of Oscar Health, and Patrick Fleury of Terawulf—and their approaches to financial planning and communication. Don McGuire emphasizes ADP's predictable business model, centralizing financial planning to ensure consistent forecasts. Scott Blackley restructured Oscar Health's FP&A to better support a public company, focusing on cost structure and providing actionable insights. Patrick Fleury simplifies Bitcoin mining by using unit economics and is diversifying Terawulf into high-powered compute and AI, positioning the company for future growth. Each CFO tailors their communication to investor expectations, highlighting the importance of matching professional style with organizational needs.

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    46 mins

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