Theresa Rex

  • 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 2022 Accounting Talent Survey

    19 Accounting Insights from the 2022 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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  • The Weekly Ledger No. 63: Providing Education Benefits to Employees

    The Weekly Ledger No. 63: Providing Education Benefits to Employees

    We're diving into one of the most overlooked perks you can offer your team: reimbursing them for the education, upskilling and professional development experiences that interest them.

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  • Personiv Honors Giving Back Tradition with Donation of Solar Panels to Aravindam Foundation

    Personiv Honors Giving Back Tradition with Donation of Solar Panels to Aravindam Foundation

    Recently, volunteers from Personiv’s Gurugram site came together to install solar panels, streetlights and water purification equipment as part of this quarter's Giving Back initiative.

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  • The Ledger No. 62: Managing a Multi-Generational Workforce

    The Ledger No. 62: Managing a Multi-Generational Workforce

    In this week's entry, we're exploring how a multigenerational accounting team can be a powerful and effective asset — if you know how to manage across generation gaps. Learn more.

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  • The Ledger No. 61: Identifying Potential Leaders on Your Team

    The Ledger No. 61: Identifying Potential Leaders on Your Team

    On this week’s entry, we’re exploring how to identify and nurture the potential leaders on your team – future changemakers hiding in plain sight.

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  • [Infographic] Leading Gen Z in the Workplace

    [Infographic] Leading Gen Z in the Workplace

    Did you know that generation Z is entering the workplace now? This infographic details everything you need to know to manage the newest generation.

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  • Productivity Tips for Managers: Get More Out of Your Time

    Productivity Tips for Managers: Get More Out of Your Time

    We’ve all been there. Call it a distraction, writer’s block or frankly, boredom, and 30 minutes has flown by with nothing to show for it. Learn how to stay productive.

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