1157: From Deal Advisory to Operator: Learning the Hard Parts | Toby Driver, CFO, Ideagen
At 18, while many of his peers were heading off to university, Toby Driver made a different choice. He joined an accounting practice through an apprenticeship, a decision driven by his desire for a “q...
21 Jan 57min
1156: From Turnaround CFO to Enterprise-Scale Strategist | Kevin Rubin, CFO, Zscaler
When Kevin Rubin arrived at Zscaler in May 2025, he joined an established organization following the retirement of the company’s longtime CFO, taking responsibility for continuing the work of a financ...
19 Jan 48min
1155: Scaling Growth Without Sacrificing Outcomes | Bruce Schuman, CFO, Universal TechnicalInstitute
At Intel, Bruce Schuman remembers walking into a meeting as a controller, proud of a product change his team had worked on “for months.” Then CFO Andy Bryant asked one question—one that reframed the p...
14 Jan 51min
1154: When Finance Becomes the Company’s Storyteller | Drew Laxton, CFO, Outreach
When Drew Laxton looks back on the past year at Outreach, one moment stands out—not a transaction, but a plan. The company set its annual targets, executed against them, and then exceeded expectations...
11 Jan 41min
The New FP&A Feedback Loop - A Planning Aces Episode
In this Planning Aces special episode, CFO Thought Leader brings together three finance executives operating in very different industries—but facing remarkably similar planning challenges. David Lee o...
8 Jan 42min
1153: From Big-Company Discipline to Private-Equity Speed | Jorge Pliego, CFO, Improving
In his late 20s, Jorge Pliego found himself financing a major expansion in Mexico—not by calling corporate for cash, but by rethinking the entire structure. At Procter & Gamble, he was given the chanc...
7 Jan 45min
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 t...
4 Jan 38min
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 ...
31 Des 202528min
