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Governance | Finance | Strategy

Kimberley Vogel

Kim Vogel is a public company board director, Audit Committee Chair, SEC Audit Committee Financial Expert, active California CPA, and Harvard MBA with deep expertise in banking, financial services, capital markets, and corporate governance. She currently chairs the audit committees of two publicly traded companies. She is known for distilling complex financial and technological matters into strategic insights that help boards and leadership teams drive transformation, strengthen governance, and modernize operations.
Kimberley Vogel

Areas of Expertise

  • Board Governance & Effectiveness
    Building stronger board practices, decision-making processes, committee structures, and governance cadence.
  • Audit Committee Leadership
    Financial reporting, internal controls, enterprise risk, regulatory oversight, auditor relationships, and emerging audit committee priorities.
  • IPO & Public Company Readiness
    Preparing management teams and boards for public-company governance, financial controls, investor expectations, and operating discipline.
  • AI, Data & Finance Transformation
    Applying artificial intelligence, automation, and data to modernize finance while establishing appropriate governance and oversight.
  • CFO and CEO Strategic Advisory
    Serving as a trusted sounding board on growth, transformation, leadership challenges, capital allocation, and high-stakes decisions.
  • M&A and Strategic Transactions
    Navigating acquisitions, sales, valuation, due diligence, transaction risk, stakeholder considerations, and board oversight.
  • C-Suite and Board Career Strategy
    Helping executives position themselves for senior leadership and board opportunities by building visibility, credibility, and an intentional career narrative.

$300-500 /HR

depending on scope

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More About the Expert:

Kim Vogel is a public company board director, Audit Committee Chair, SEC Audit Committee Financial Expert, active California CPA, and Harvard MBA with deep expertise in banking, financial services, capital markets, and corporate governance. She currently chairs the audit committees of two publicly traded companies. She is known for distilling complex financial and technological matters into strategic insights that help boards and leadership teams drive transformation, strengthen governance, and modernize operations.

At Forge Global, she served as Audit Committee Chair and Compensation Committee Chair during its acquisition by Charles Schwab, which delivered an approximately 170% premium to the company’s pre-announcement trading price. She joined Forge’s board before its IPO and helped oversee its transition to the public markets. She currently serves as Audit Committee Chair of Tri Counties Bank during its announced and pending acquisition by First Hawaiian.

A former CFO, President, and fintech founder, Ms. Vogel helped build one of North America’s largest mobile banking providers. She teaches “Leading the Future of Finance” at Stanford Continuing Studies and is the author of The Only Gatekeeper Is You: The Seven Mindsets to the C-Suite and into the Boardroom, forthcoming from Forbes Books in 2027.

“Transformation begins when leaders are curious enough to challenge what works today and courageous enough to build what comes next.”
Kimberley Vogel
Governance | Finance | Strategy