Videos

Our growing library of videos on the latest industry insights, tips & free resources

  • How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany | CFO Weekly, Ep. 6944:49

    How to Attract and Retain the Best and Brightest Talent w/ Naveed Tejany | CFO Weekly, Ep. 69

    How do you attract and retain the best and brightest talent? 💁‍♀️ Our guest, Naveed Tejany, CFO at OJO Labs, shares insights on OJO’s best practices to make sure they hire the best talent for each ro

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  • How to Become a Successful Data-Driven Organization w/ Chip Pate | Video Episode 6829:51

    How to Become a Successful Data-Driven Organization w/ Chip Pate | Video Episode 68

    How do you become a successful data-driven organization? 💁‍♀️Our guest, Chip Pate, COO & CFO at SecureLink, shares insights on how organizations can successfully apply data to improve their business.

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  • Being People-Focused in a Numbers-Oriented World w/ April Downing | Video Episode 6743:57

    Being People-Focused in a Numbers-Oriented World w/ April Downing | Video Episode 67

    Why does a CFO need to focus on a positive employee experience and delighting customers? 💁‍♀️ Our guest, April Downing, the Chief Financial Officer at Khoros, shares her thoughts.

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  • What Does a Successful IPO Process Look Like? w/ Tyler Sloat | Video Episode 6628:33

    What Does a Successful IPO Process Look Like? w/ Tyler Sloat | Video Episode 66

    How can a software company reach success in today's market without losing its core vision and principles? Our guest, Tyler Sloat, the Chief Financial Officer at Freshworks, shares his experience.

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  • Executive Leadership LIVE Event (Austin, TX)46:58

    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.

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  • The Incalculable Benefits of Servant Leadership w/ Dave Sackett | Video Episode 6520:22

    The Incalculable Benefits of Servant Leadership w/ Dave Sackett | Video Episode 65

    The term “servant leader” has been around for a long time, but it’s just finally starting to really take hold in the United States. Learn more about the concept.

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  • SPACs & The Future of the Finance Function w/ Drew Hamer | Video Episode 6432:16

    SPACs & The Future of the Finance Function w/ Drew Hamer | Video Episode 64

    SPACs provide companies with another tool to ensure liquidity and create valuable shareholder returns. But if you are considering this route over an IPO, there are some things you need to keep in mind

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  • Business Automation: Love It or Hate It, You Need to Learn It w/ Max Gray | Video Episode 6327:22

    Business Automation: Love It or Hate It, You Need to Learn It w/ Max Gray | Video Episode 63

    Automation has the power to free us up from menial repetitive tasks. The last thing you want is someone on your team spending hours pulling data that could take seconds or a minute to pull. Read more.

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  • What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz | Video Episode 6244:53

    What It Takes to Be a Sustainable Startup CFO w/ Joel Krutz | Video Episode 62

    In the corporate world, few things will produce as much culture shock as moving from a Fortune 500 company to a startup. But that’s exactly what Joel Krutz did. Read more about his journey...

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  • The Evolution of the CFO Role w/ Rick Smith | Video Episode 6145:50

    The Evolution of the CFO Role w/ Rick Smith | Video Episode 61

    The CFO role is one marked by constant evolution. Not only have the expectations for the position evolved dramatically in recent years, but to succeed as a CFO, you must be willing to evolve, too.

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  • What It Takes to Be a CFO w/ Zach Howard | Video Episode 6028:20

    What It Takes to Be a CFO w/ Zach Howard | Video Episode 60

    Becoming a CFO takes a lot of hard work and dedication. And for many, it’s the end goal of their career. But if you want to become a CFO, it’s important to focus on the mid-stage of your career.

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  • How to Sell Your Business w/ Michelle Seiler Tucker | Video Episode 5956:40

    How to Sell Your Business w/ Michelle Seiler Tucker | Video Episode 59

    80% of businesses fail to ever sell their business. For the 20% who do succeed, it takes a lot of planning. Learn how to sell your business and everything you need to know to do it successfully.

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  • The CFO Trends to Keep an Eye out For w/ Thomas Anderson | Video Episode 5831:17

    The CFO Trends to Keep an Eye out For w/ Thomas Anderson | Video Episode 58

    There’s been a lot of talk about digital transformation lately. But how do you, as a CFO, embrace digital innovation to better stay current? Watch our CFO trends video episode to learn more.

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  • Managing Tax Season in Corporate Accounting w/Charley Devaney | Video Episode 5742:44

    Managing Tax Season in Corporate Accounting w/Charley Devaney | Video Episode 57

    It takes one call. One letter. One email. And your heart starts pounding a million beats a minute. It’s the IRS. It doesn’t matter what they’re actually saying or asking. All we read and hear is d

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  • Outsourced Virtual Finance Services w/ Matt Wood | Video Episode 5629:29

    Outsourced Virtual Finance Services w/ Matt Wood | Video Episode 56

    Virtual Accounting Talent. Outsourced Accounting. Finance & Accounting Outsourcing: However you say it, this new trend in accounting efficiency deserves a second look. But what exactly is it? In a sp

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  • The Right Finance Controls Can Turn Disaster Into Victory w/ Chris Daniels | Video Episode 5532:08

    The Right Finance Controls Can Turn Disaster Into Victory w/ Chris Daniels | Video Episode 55

    Financial Controls enable innovation as much as they limit risk. We assume that controls are rigid rules that prevent us from fully applying ourselves at work. Learn more.

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  • Then and Now: How the Finance Function Has Changed0:53

    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 – strategy and working alongside other teams to fur

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  • Solve Problems, Not Symptoms w/Adam Porter | Video Episode 5431:32

    Solve Problems, Not Symptoms w/Adam Porter | Video Episode 54

    What makes a great problem-solver? Is it being highly qualified? Maybe it’s graduating from an ivy league school? Maybe. In this week's video episode, you'll learn the basics of problem-solving + more

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  • Property Accounting w/Katherine Jackson | Video Episode 5342:09

    Property Accounting w/Katherine Jackson | Video Episode 53

    Property accounting is the one door of opportunity, behind which, other doors await you and you can uncover them in this week's video episode.

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  • 1-to-1 Resource Allocation | FAO 1010:41

    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 about the difference between fractional resource

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