Videos

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

  • Eclerx  - Hall Of Fame - Corporate Achievements3:32

    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

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  • Paving the Road to Become an Expert CFO w/ Steve Rosvold | Video Episode 9936:27

    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.

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  • The Transformational Role of the CFO w/ Chris Caprio | Video Episode 7624:32

    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

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  • Leveraging Accounting Data Analytics Software W/ Benjamin Taylor | Video Episode 7422:02

    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.

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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. And you can watch how it went in this video.

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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. Learn more in this video.

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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 more in this video.

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  • Outsourcing vs Offshoring | FAO 1010:38

    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.

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  • Desktopping - Business Term Definition | FAO 1010:33

    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?

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  • Accounting Hacks for Painless Bookkeeping0:47

    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.

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  • The CFO Role w/ Mike dePaschalis | Video Episode 4513:55

    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.

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  • The Philippines: Ultimate Destination to Outsource Your Accounting - Video0:55

    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.

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  • Becoming an Expert in Finance Storytelling w/ Liz Barhydt | Video Episode 3728:28

    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...

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  • Quick Start Guide to Virtual Accounting - Video0:56

    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.

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  • How Much Does It Cost to Outsource? | Interactive Savings Calculator1:00

    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.

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  • Breaking the Mold: Retention in the Accounting Department0:48

    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.

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  • Solving The Accounting Talent Problem | Video0:54

    Solving The Accounting Talent Problem | Video

    Did you know these facts about the accounting talent problem? Watch the video to learn the facts.

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  • Personiv's Megan Weis GOLD Winner | Best Business Leadership Podcast1:14

    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.

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  • Lydia Adams Wins Gold Award for Marketing Mentor of The Year | Personiv1:08

    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.

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  • Client Testimonial: Personiv + Localsearch - Best Australia Outsourcer1:03

    Client Testimonial: Personiv + Localsearch - Best Australia Outsourcer

    Find out why shared values like customer experience and doing the right thing make Australia-based LocalSearch and Personiv a perfect partnership.

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