General-Purpose AI Agents Are Not Built for High-Stakes Finance
Discover why general-purpose AI agents are not built for high-stakes finance. Explore the risks of building in-house, the need for auditability, and how to treat AI as workforce augmentation.
The Rodman Paradox: Why Your Most Valuable Employee May Not Be Your Best One
Explore the Rodman Paradox with Jack McCullough. Discover why your most valuable employee may not be your best one, the hidden influence in your org chart, and how to protect irreplaceable talent.
How Finance Leaders Help Mid-Sized Businesses Scale Without Stalling
Explore how finance leaders help mid-sized businesses scale without stalling. Mike McLain shares insights on managing complexity, choosing capital, and cash flow discipline for sustainable growth.
The Finance Function & AI: How to Make Your Job Easier
Make your job as a finance leader easier with AI in the finance function. Learn about the benefits, challenges, and considerations of implementing new technology with this quick-start guide.
Building Relationships in Finance
Explore the dynamics of building lasting relationships in finance. Discover strategies and insights for businesses of all sizes and industries.
A CFO’s Perspective for Understanding Operations and Driving Value
Equip your CFO to become a strategic partner, guiding informed decisions and propelling your organization forward. Don’t miss this interesting conversation with Aaron Sallade, CFO at BiggerPockets.
Tales From the Trenches: CFO Stories & Lessons Learned
Gain insights from leading CFOs as they share their journeys, challenges, and valuable lessons learned on the front lines of financial leadership. Read our event recap now.
13 Finance Thought Leaders & Influencers to Follow This Year
Here at Personiv, we talk to a lot of finance experts, and heard a lot of great insights. From SaaS and FP&A to people management, here are the corporate finance thought leaders we’re hooked on.
Digitization of Financial Institutions
Dive into the digital wave! Learn how financial institutions globally are transforming with cutting-edge technology. Discover industry-specific insights & strategies to join the FinTech revolution.
Effective Financial Management
Feeling lost in a sea of numbers? Small business owners, this post is for YOU! Conquer financial challenges & make smart decisions with our expert guide to effective financial management.