Personiv
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People Powered Outsourcing. For more than 30 years, Personiv has been helping businesses run more efficiently through high-quality outsourcing.
Delivering more than just outsourcing, our focus is on bringing efficiency through cost-effective solutions. From customer engagement to back office and recruiting to design, our team of skilled talent stands ready to complete projects with quality and confidence, allowing you to focus on goal-reaching strategic priorities. We hire, train and retain top talent with a customized plan perfect for any brand, delivering high-quality work quickly and effectively, while our customers enjoy cost savings of up to 75%. Whether our clients are looking to build a team, increase sales or master productivity, we help them define success for years to come. A global economy requires global solutions. Finance & Accounting
Still struggling with chaotic closings, late reports and overly complex analyses? Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis. We deliver actionable insights with real-time reporting for improved decision-making. Creative Services
Our creative services will help you define your brand, build your reputation and stand out from the crowd. Regardless of your needs, be it graphic design, website or multimedia, weโll deliver dynamic results on-brand, on-time and within budget. Back Office
Our back office service team, from accounting and data entry to transaction support and business listings, offers behind the scenes assistance with functions you need to run your business more efficiently, knowing weโre here when you need us. Customer Engagement
Whether itโs via phone, email, or chat, our customer care agents will provide an attentive touch point for your business. We meet your customers where they are with both inbound customer care and outbound sales, representing your brand in your voice. Sales Solutions
Weโll provide a dedicated sales team to drive qualified prospects, keep customers engaged and up-sell products and services with a constant eye to your sales and business goals. Our sales staff thinks strategically to get the customers you want and keep them engaged.
Culture is the cornerstone of operational resilience.
Our research was featured in Forbes Business Council's latest piece on building stronger financial services organizations.
Check out the full article.
09/28/2026
Meet Our Speaker: Joe Harvey
We're excited to welcome Joe Harvey, Chief Financial Officer at KPS Global, to CFO Leadership Live: The CFO Tightrope on October 8 in Dallas.
As a seasoned finance and operations executive, Joe brings extensive experience in strategy, business transformation, operational excellence, and navigating growth in complex business environments. He has helped organizations balance financial discipline with innovation, making him uniquely positioned to share insights on the challenges today's finance leaders face.
Join us as Joe and fellow finance executives discuss how CFOs are balancing growth, risk, talent, technology, and operational demands while leading their organizations forward.
๐
October 8, 2026
๐ Westin, Stonebriar, Dallas, TX
Register today and connect with finance leaders from across the Dallas area: https://hubs.la/Q04yrsd00
Before you assume your finance function is built for growth, consider this:
โข Is your close process still taking three weeks or more, or do you have real-time visibility into where the business stands?
โข Are your operating companies still running out of a system built for a single small business, not 30-plus entities?
โข Do your operators understand their balance sheet as well as their P&L, or is it a blind spot?
โข Are your financial controls sold to the business as protection, or imposed as a mandate no one understands?
John Wise from The Armstrong Company has spent his career moving from Fortune 500 rotational programs to regional public accounting to leading finance transformation at a fourth-generation, family-held business.
The reality? You don't need a perfect system to start transforming your finance function. You need to understand your current state, prioritize by return on time invested, and bring your operators along with you.
Check out the latest CFO Weekly blog for the complete framework on transforming a middle-market finance function. ๐
Every month brings new challenges for finance leaders.
Get the insights that matter most, from AI and automation to leadership, talent, and finance transformation.
Subscribe to ๐๐ก๐ ๐๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐๐ซ๐ ๐ข๐ง. ๐
09/24/2026
๐ค Speaker Spotlight: Jaco van Rensburg
We're excited to welcome Jaco van Rensburg, CFO at Aerwave, to the panel at CFO Leadership LIVE Dallas on October 8. With more than two decades of finance leadership experience, Jaco has helped organizations scale operations, drive financial performance, and navigate complex business transformations across global markets.
As CFO, Jaco brings a practical perspective on balancing growth with financial discipline, managing risk in dynamic environments, and building finance functions that support long-term business success.
Join us as Jaco shares insights alongside fellow finance leaders in a discussion on how CFOs are navigating today's biggest challenges and opportunities.
๐ Westin Stonebriar, Dallas, TX
๐
October 8, 2026
๐ Register here: https://hubs.la/Q04ydTJz0
Where does AI stop and human judgment take over?
Megan Weis joined Forbes Finance Council to break down how to use AI for data gathering while keeping human expertise driving strategic decisions.
Check out tip #11 in the comments! ๐
From โdebits and creditsโ to โthe strategic nerve center of the business.โ
John Wise has spent his career proving that the CPA designation is a launchpad, not a ceiling.
The biggest insight? The traditional linear path from accountant to controller to CFO is being disrupted, and the finance leaders who bounce into FP&A, operations, and cross-functional roles are the ones building the broadest, most valuable skill sets.
John shares how a fourth-generation moving and storage company is centralizing its finance function, automating vendor payments, and rethinking financial controls to balance business continuity with the flexibility middle-market businesses need to grow.
But too many finance leaders still see the CPA as a ceiling instead of a starting point.
In this episode of CFO Weekly, learn how to turn the CPA designation into a platform for broader business leadership.
๐ง Listen to the full conversation now. ๐
The Armstrong Company
09/19/2026
Before you greenlight another AI pilot, consider this:
โข Can your team name the exact decision an AI investment will change, or is the pitch just โefficiencyโ and โcapabilityโ?
โข Does finance own its data in real time, or is it still waiting on IT to hand it over?
โข Are you treating operational data, like machine or fleet performance, with the same rigor as revenue and margin?
โข Is every AI initiative assigned a named owner and a measurable target?
Mark Gaudiosi from B***o has scaled finance functions through hypergrowth, acquisitions, and now an AI-native robotics business, and in every case, he's filtered the noise using one simple test.
The reality? AI isn't the hard part. Knowing exactly what decision it needs to change is.
Check out the latest CFO Weekly blog for the complete framework on evaluating AI investments like a CFO. ๐
09/17/2026
๐ค Speaker Spotlight: Kristi Allen
What if one of the CFO's greatest competitive advantages isn't technology or process... but people?
We're excited to welcome Kristi Allen, VP of Finance at The Dallas Foundation, to the CFO Leadership LIVE panel on October 8.
With more than 20 years of experience spanning Fortune 500 companies, major acquisitions, and nonprofit leadership, Kristi brings a unique perspective on building high-performing teams, developing future leaders, and applying financial discipline across diverse organizations.
Kristi will share insights on why talent has become a strategic priority for finance leaders and how CFOs can create stronger, more resilient organizations.
If you're a Dallas-area CFO, VP of Finance, Controller, or finance leader, this is a conversation you won't want to miss.
๐ The Westin Dallas Stonebriar Golf Resort & Spa
๐ October 8 | 11:30 AM to 1:30 PM
๐ Register today: https://hubs.la/Q04xN0dn0
From โcloses the books and reports on what happenedโ to โcopilot making real-time, AI-enabled decisions.โ
Mark Gaudiosi has spent twenty-five years watching the CFO role shift from historian to navigator.
The biggest insight? Before evaluating any AI investment, ask one question: what decision does this actually change? If the answer is fuzzy, it's hype, not value.
The most effective CFOs are also inheriting data ownership from IT, treating operational metrics like robot fleet utilization as seriously as revenue and margin, and using data to test their intuition instead of replacing it.
But too many companies are still chasing AI for AI's sake instead of solving a real business problem first.
In this episode of CFO Weekly, learn how to filter real AI value from the hype.
๐ง Listen to the full conversation now. ๐
B***o Robotics
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