All Insights

All the latest perspectives, news, stories and resources across a range of business and industry topics

  • 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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  • How Modern Technology Solutions Uplevel the Finance and Investment Space

    How Modern Technology Solutions Uplevel the Finance and Investment Space

    Technology has created numerous opportunities for the finance & investment space, some of which include automation, online investing, etc. More on the topic will be shared by Fraser Armstrong-Watters.

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  • Recession Proof: How to Harness the Power of Outsourcing to Thrive Through Uncertainty

    Recession Proof: How to Harness the Power of Outsourcing to Thrive Through Uncertainty

    Are we in a recession? This is the question we’ve been hearing for upwards of six months now. And while no one seems to want to “call it”, we have seen the indicators. So are we there yet?

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  • A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation

    A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation

    Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your bookkeeping accounting practices.

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  • 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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