Invest Where It Matters w/Magdalena Cleveland | Video Episode 48

What are the benefits of going public through a SPAC? 🤝 Our guest, Thomas Kramer, the Chief Financial Officer at IonQ, shares insights on the pros and cons of both SPAC IPOs and traditional IPOs. Fo

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.

How to efficiently manage a remote finance team? Our guest, Ken Kaufman, the CFO at Community Dental Partners, shares insights & tips to efficiently manage virtual teams across the globe.

How can a CFO leverage LinkedIn to increase brand awareness? Our guest, Ami Myrland, the Senior VP & CFO at the Capitol Bank, discusses her experience and the tools to use to increase brand awareness.

How to drive strategic value for business growth? Our guest, Tom Fencl, Chief Financial Officer at Pricefx, shares insights on how companies can successfully apply specific strategies to grow.

How can a business owner prepare for a successful business exit? Our guest, Marvin L. Storm, CFE, the Host of The Business Exit Stories Podcast, shares some valuable insights & tips into this topic.

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 role.

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.

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.

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.

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.

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.

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

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.

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...

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.

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.

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.

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.

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 doom.