Theresa Rex

  • Building Future Finance Teams: Harnessing Tech & Talent to Win

    Building Future Finance Teams: Harnessing Tech & Talent to Win

    How can CFOs and finance leaders leverage new technology and top talent to grow their teams? Tune in to the discussion and find the answer to this and more finance questions in our latest event recap.

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  • Personiv Ranks Among Top 200 Global Outsourcing Firms Worldwide

    Personiv Ranks Among Top 200 Global Outsourcing Firms Worldwide

    We're proud to announce that Personiv, a global leader in finance and accounting process outsourcing, was recently named a Top 200 outsourcing provider worldwide. Read more.

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  • Ask The CFO: Providing Meaningful Accounting Work

    Ask The CFO: Providing Meaningful Accounting Work

    How can I keep my team motivated and prevent burnout when there's so many demands on leadership's time and attention, too? Learn the answer now.

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  • 5 Accounting Automation Questions to Ask Before Implementation

    5 Accounting Automation Questions to Ask Before Implementation

    If implementing automation in accounting has topped your to-do list without budging for a few years, you're in good company. Get the answers to the most common questions we've seen.

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  • 6 Ways to Improve Your Year-End Closing Process

    6 Ways to Improve Your Year-End Closing Process

    Even the most seasoned finance teams can find themselves mired in stress as they prepare for year-end closing. Learn these important ways to ensure your year-end close goes smoother.

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  • Becoming a More Effective Controller

    Becoming a More Effective Controller

    Today's controllers are some of the hardest-working senior executives on the management team. The driving force behind financial planning & strategy. Learn these characteristics to become successful.

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  • The Evolving Role of the Controller

    The Evolving Role of the Controller

    Today, we're digging into what makes a successful financial controller today, how those competencies and characteristics have changed and what this expanding role could look like in the future.

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  • Planning for a Successful 2023: The Future of Finance & What's Next

    Planning for a Successful 2023: The Future of Finance & What's Next

    What's the future of finance, and how can finance leaders prepare for a successful 2023? That was the topic on the table during our recent CFO Leadership Live panel discussion in Dallas. See more.

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  • The Weekly Ledger No. 75: Closing the Books

    The Weekly Ledger No. 75: Closing the Books

    Welcome to The Weekly Ledger, where we've been summed up a year and half's worth of finance and accounting news, trends and insights for you. Learn the best insights as chosen by YOU.

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  • 19 Accounting Insights from the 2023 Accounting Talent Survey

    19 Accounting Insights from the 2023 Accounting Talent Survey

    This year was the second time that Personiv conducted a survey of accounting leaders to provide accounting insights and "take the temperature" on the accounting profession and labor market.

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  • The Weekly Ledger No. 73: Planning for Growth

    The Weekly Ledger No. 73: Planning for Growth

    This week, we've rounded up everything finance leaders need to know about planning for growth. Discover the new growth model & more.

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  • The Weekly Ledger No. 72: Resilience Planning

    The Weekly Ledger No. 72: Resilience Planning

    This week, we've rounded up everything finance leaders need to know about planning for resilience to mitigate risk. Read on for fresh insights on what finance leaders need to know about resilience.

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  • The Weekly Ledger No. 71: Cash Flow Strategies

    The Weekly Ledger No. 71: Cash Flow Strategies

    This week, we've rounded up everything finance leaders need to know about managing cash flow even in uncertain times along with some tried and true strategies. Learn more.

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  • The Weekly Ledger No. 70: Accounting Software & Technology

    The Weekly Ledger No. 70: Accounting Software & Technology

    We've rounded up everything finance leaders need to know about software & technology in today's accounting function. Learn how finance leaders can focus on tech to combat the talent shortage & more.

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  • The Weekly Ledger No. 68: M&A Success

    The Weekly Ledger No. 68: M&A Success

    We've rounded up everything finance leaders need to know about successful merger and acquisition dealmaking. Read on for best practices and winning strategies for every stage of your M&A deal.

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  • Five Reasons Why Choosing the Right Finance KPIs Really Matters

    Five Reasons Why Choosing the Right Finance KPIs Really Matters

    KPIs allow you to check the financial health of your business, identify opportunities to improve & track progress. This is why Measuring the appropriate KPIs is essential. Learn all you need to know.

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  • The Weekly Ledger No. 67: Accounting Key Performance Indicators

    The Weekly Ledger No. 67: Accounting Key Performance Indicators

    We've rounded up everything finance leaders need to know about key performance metrics (KPIs). Let's dive right in.

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  • The Weekly Ledger No. 66: Re-engaging Employees

    The Weekly Ledger No. 66: Re-engaging Employees

    This week, we've rounded up everything finance leaders need to know about re-engaging employees at work as we prepare to head into the final quarter of the year.

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  • Top Challenges Facing Today's CFOs: How to Overcome Your Toughest Obstacles

    Top Challenges Facing Today's CFOs: How to Overcome Your Toughest Obstacles

    What are the biggest challenges and accounting issues CFOs face, as we round out 2022 and head into 2023? Learn what a panel of 3 finance professionals had to say.

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  • The Weekly Ledger No. 64: Revamping Tech for Efficiency

    The Weekly Ledger No. 64: Revamping Tech for Efficiency

    We're diving into a topic that's on a lot of finance leaders' minds — digital transformation. Specifically, we're bringing you news, insights & strategies for revamping tech for efficiency.

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