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

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...

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 d

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

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.

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

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

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.

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

Outsourcing vs Offshoring, which model is the best for your specific business needs? watch this video so you can make an educated strategic decision. Interested in our FAO 101 Series? check out our b

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?