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Welcome to our Resource Center. Check out our blogs, white papers, videos and more.

  • The ESOP Plan Effect: Empowering Employees and Transforming Businesses

    The ESOP Plan Effect: Empowering Employees and Transforming Businesses

    Today, we dive deep into the world of employee stock option plans, also known as ESOPs. Our guest unpacks how this unique model transforms employees into business owners, and more.

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  • Outsourced Accounting for Nonprofits: Make a Bigger Impact

    Outsourced Accounting for Nonprofits: Make a Bigger Impact

    If you work within the nonprofit space, you know how important mission-driven work can be, and how important it is to maximize the impact and reach of that work by making every dollar count. Read on.

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  • The Ultimate 30-60-90 Day Checklist for Corporate Controllers

    The Ultimate 30-60-90 Day Checklist for Corporate Controllers

    As a new financial controller, you'll need a checklist for the path forward as you settle into your latest role and steward your new company through positive change and growth. Get started here.

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  • Striking and Maintaining a Balanced Board of Directors

    Striking and Maintaining a Balanced Board of Directors

    A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board influences an organization's overall health and effectiveness. Learn more.

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  • Unlocking Business Success: Essential Steps for Every Aspiring Entrepreneur

    Unlocking Business Success: Essential Steps for Every Aspiring Entrepreneur

    For every aspiring business owner, key financial steps lay the foundation for success, such as creating a budget & managing finances effectively, and more. Read on to learn all of them.

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  • Ask the CFO: How do I Innovate Without Sacrificing Productivity?

    Ask the CFO: How do I Innovate Without Sacrificing Productivity?

    How can we offer attractive and innovative flexible work options without sacrificing even more productivity?

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  • Embracing and Fostering Diversity in Finance

    Embracing and Fostering Diversity in Finance

    Diversity plays a vital role in the finance industry carrying immense significance both ethically and as a driving force for financial achievements. Learn about promoting diversity in the workforce.

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  • The Ultimate 30-60-90 Plan for Controllers

    The Ultimate 30-60-90 Plan for Controllers

    Welcome to your new financial controller role! We designed this 30-60-90 day plan to serve as a tool as you settle into your new role and steward your new company through positive change & growth.

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  • Top 5 Accounting Hurdles for Nonprofits & How to Clear Them

    Top 5 Accounting Hurdles for Nonprofits & How to Clear Them

    If you work in a nonprofit environment, chances are high that you probably didn't get into it to deal with all sorts of financial or accounting challenges. Join us as we explore available solutions.

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  • The Intersection of Finance and Technology: Staying Agile and Modernizing Your Finance Operations

    The Intersection of Finance and Technology: Staying Agile and Modernizing Your Finance Operations

    With the rapid advancements in technology, it has become crucial for businesses to start modernizing their finance and accounting operations. Joe Chevalier joins us today to share his experience.

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  • Personiv Honored as Gold and Bronze Stevie® Award Winner in the 2023 American Business Awards®

    Personiv Honored as Gold and Bronze Stevie® Award Winner in the 2023 American Business Awards®

    Top finance and accounting outsourcing provider Personiv was named the winner of three Stevie® Awards in the 21st annual American Business Awards today, taking Gold and Bronze in different categories.

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  • Chief Everything Officer: What You Need to Know About CFO Stressors & Job Creep

    Chief Everything Officer: What You Need to Know About CFO Stressors & Job Creep

    It's no secret that the CFO role has evolved. Finance executives are doing more than ever with less resources at their disposal. See how to combat the all too real stressors affecting the role.

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  • Driving Better Business Outcomes Through Financial Management Platforms

    Driving Better Business Outcomes Through Financial Management Platforms

    Software products are the lifeblood of modern companies. A strategically built tech stack can significantly boost your business efforts and better outcomes. Learn how with the help of Kurt Shintaffer.

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  • Breaking Barriers: How Modern Women CFOs Are Tackling the Gender Pay Gap and Transforming the Workplace

    Breaking Barriers: How Modern Women CFOs Are Tackling the Gender Pay Gap and Transforming the Workplace

    Traditional working systems were unintentionally designed by men, for men, resulting in men getting paid more and women making up only 9% of CEOs. How can we tackle the gender pay gap? Let's find out.

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  • Leading Financial Transformation: Key Considerations for Modern CFOs

    Leading Financial Transformation: Key Considerations for Modern CFOs

    Financial transformation leaders are tasked with leading their organizations through periods of significant change. This responsibility can be overwhelming for some. But not if you heed these tips.

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  • Contingent Workers vs. Outsourcing: Which is Right for Your Accounting Needs?

    Contingent Workers vs. Outsourcing: Which is Right for Your Accounting Needs?

    Hiring skilled accounting talent today can feel like solving an impossible riddle. Fortunately, there are options out there, if you know where to look. Start here.

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  • Technology for Better Businesses: The Importance of Value-Driven Finance Solutions

    Technology for Better Businesses: The Importance of Value-Driven Finance Solutions

    In today's rapidly evolving business landscape, technological innovation has become critical in ensuring a company's success. Michael Tannenbaum will help us uncover the full potential of tech.

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  • Taming Payment Chaos: How Ledge is Empowering Finance Teams

    Taming Payment Chaos: How Ledge is Empowering Finance Teams

    Looking for a solution to the complex world of B2B payments? Better ways to start empowering your finance teams? Then hear the best tips from Tal Kirschenbaum in this week's episode.

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  • Ask the CFO: Help! My Team is Still Using Excel for Everything

    Ask the CFO: Help! My Team is Still Using Excel for Everything

    Can you give me some advice on how to get buy-in for a big change when I know that the idea I'm proposing will cause a lot of growing pains in the short term but pay dividends in the long run?

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  • Talent Survey Snapshot: VP of Finance & Accounting

    Talent Survey Snapshot: VP of Finance & Accounting

    What are VPs of Finance and Accounting seeing in the market today? We asked them in our most recent survey. Check out how they answered questions related to their biggest challenges.

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