Our growing library of videos on the latest industry insights, tips & free resources
From NBA to Tech-Enabled Mental Health Services with Zac Makin
In this episode of CFO Weekly, Zac Makin, CFO at eLuma, joins Megan Weis to share more about his CFO role at a tech-enabled company that offers mental health services. Check out the full episode: htt
Eclerx - Hall Of Fame - Corporate Achievements
Young members of the eClerx / Personiv family have created this cover version of Hall of Fame, as a soulful tribute to their team spirit and achievements. Original song: The Script - Hall of Fame (O
Paving the Road to Become an Expert CFO w/ Steve Rosvold | Video Episode 99
Dear CFOs, it's time to begin your CFO.University course. Sounds exciting, right? We think the same as the CFO.University helps financial professionals upskill and develop their careers. Learn more.
The Transformational Role of the CFO w/ Chris Caprio | Video Episode 76
How does the role of a CEO evolve today, and where is it heading? ? Our guest, Christopher Caprio, the Chief Financial Officer at Focus Technology, shares his thoughts on the evolving role of the CFO
Leveraging Accounting Data Analytics Software W/ Benjamin Taylor | Video Episode 74
How to efficiently manage critical financial data? Our guest, Ben Taylor, CEO, and Co-Founder of SoftLedger shares information on how organizations can leverage new financial opportunities.
Executive Leadership LIVE Event (Austin, TX)
On November 3, 2021, we had the pleasure of hosting our first executive leadership event, lunch and learn in Personiv’s home city of Austin, Texas. And you can watch how it went in this video.
Then and Now: How the Finance Function Has Changed
The accounting landscape has changed over the past 10-20 years. What was once considered a mostly numbers department has evolved into something more. Learn more in this video.
1-to-1 Resource Allocation | FAO 101
This video covers the importance of 1-to-1 Resource Allocation for businesses looking to outsource one of their tasks to a BPO provider. Learn more in this video.
Outsourcing vs Offshoring | FAO 101
Outsourcing vs Offshoring, which model is the best for your specific business needs? watch this video so you can make an educated strategic decision.
Desktopping - Business Term Definition | FAO 101
Desktopping is a business term that refers to a procedure for working directly with within a client's technology stack, but how does it impact the organizations that partake in this practice?
Accounting Hacks for Painless Bookkeeping
For most small- to mid-sized businesses, accounting is a one-man show. And if that doesn’t stress you out, consider this: 21% of SMBs owners admit to not knowing enough about bookkeeping. Learn more.
The CFO Role w/ Mike dePaschalis | Video Episode 45
You might assume that a CFO has to have only an accounting background. And at one point in history, you’d have been right. But over the last several years, this has changed.
The Philippines: Ultimate Destination to Outsource Your Accounting - Video
If you're looking into hiring talent in the Philippines (especially for accounting work), you aren't alone. And in fact, there's plenty of good reasons why. Learn in this video.
Becoming an Expert in Finance Storytelling w/ Liz Barhydt | Video Episode 37
When you think of finance and accounting, storytelling probably isn't the first thing that comes to your mind. But storytelling is not only important but crucial to your success. Learn the reasons...
Quick Start Guide to Virtual Accounting - Video
If you're looking at options to staff your team, don't overlook virtual accounting offshore as a viable (and cost-saving) solution. This video gives the basic steps of where to start with outsourcing.
How Much Does It Cost to Outsource? | Interactive Savings Calculator
No matter which tasks you need to take off your plate in the New Year, your top question might be how to fit it into your 2022 budget. The good news is now you can find out your savings easily.
Breaking the Mold: Retention in the Accounting Department
Turnover in accounting is 5X the national average. That's one expensive revolving door, with younger generations changing jobs often (and fewer entering accounting). Watch the video to learn more.
Solving The Accounting Talent Problem | Video
Did you know these facts about the accounting talent problem? Watch the video to learn the facts.
Personiv's Megan Weis GOLD Winner | Best Business Leadership Podcast
Hear straight from Megan Weis, host of the Gold Stevie award-winning podcast CFO Weekly, as she shares her thanks in accepting this prestigious award by The Stevie Awards.
Lydia Adams Wins Gold Award for Marketing Mentor of The Year | Personiv
We congratulate Lydia Adams, our VP of Marketing & Communications, who recently was awarded the Gold Stevie Awards Winner for Mentor of the Year by the Stevie Awards.