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 an
08/10/2026
That’s a wrap on an incredible Future of Finance Summit!
A huge thank you to the Business Learning Institute and AICPA & CIMA for hosting such a fantastic event in National Harbor. We had some amazing conversations on the show floor about how modern finance organizations are driving real strategic value and overcoming operational bottlenecks.
If we didn't get a chance to connect in person, or if you’d like to continue the conversation about optimizing your finance operations, send us a message. We’d love to help your enterprise stay ahead of the curve.
08/08/2026
Before you assume your finance team is ready for the CFO seat, consider this:
Have you gotten reps outside of finance, whether on a board, in a committee, or through a mentor?
Are you still diving into the weeds under pressure, or are you learning to rise above the details?
Do you have a personal board of directors made up of people outside your own field?
Are you building cross-functional relationships now, or waiting until the title changes how people treat you?
Wassia Kamon from ACE | Access to Capital for Entrepreneurs has scaled her career from controller to CFO by building the habits and relationships the role actually requires.
The reality? You don't need the title to start acting like a CFO. You need judgment, relationships, and the discipline to lead through people.
Check out the latest CFO Weekly blog for the complete framework on preparing for the modern CFO role. 👇
08/06/2026
Ready to unwind after today's sessions?
Join Austin Rain and Neil Stewart tonight for some well-deserved networking and refreshments!
Space is limited, so be sure to secure your spot before we hit capacity!
👇
08/05/2026
The Future of Finance Summit is officially underway!
We are live in National Harbor and excited to join finance leaders in co-creating the future of the profession.
If you are on the floor today, make sure to find Austin Rain and Neil Stewart. Let’s talk about how the right partnership can help you scale efficiently, unlock sustainable growth, and free up your team to focus on shaping true organizational value.
AICPA CIMA
From "controller in the weeds" to "CFO at the strategy table."
Wassia Kamon has spent her career proving that the path to CFO runs through mindset, not just technical skill.
The biggest insight? Whether you come up through controllership or FP&A, your greatest strength can become your biggest blind spot once you sit in the CFO seat.
The most effective finance leaders are building a personal board of directors, starting cross-functional relationships on day one, and treating AI as a tool that empowers their people rather than replaces them.
But too many finance professionals wait for the title before they start building the relationships and habits the role actually requires.
In this episode of CFO Weekly, learn what it really takes to rise from controller or FP&A leader into the modern CFO seat.
🎧 Listen to the full conversation now. 👇
ACE Access to Capital for Entrepreneurs
Before you assume your organization is ready to deploy AI agents, consider this:
Are you treating AI agents like new employees who need training, context, and oversight, or like plug-and-play software?
Can you produce a full audit trail for every agent, including what data it accessed and whether it was authorized?
Is every AI deployment tied to a measurable business outcome, or is it AI for AI's sake?
Are your finance leaders learning to steer teams of agents, or still trying to do the work themselves?
Jeremy Ung from BlackLine has spent more than two decades building the technology behind the office of the CFO, and he's clear that general-purpose AI agents are not automatically safe for high-stakes financial operations.
The reality? Accountability doesn't disappear with AI, it just scales. Organizations that build governance and explainability from the start are the ones seeing real ROI.
Check out the latest CFO Weekly blog for the complete framework on deploying AI agents safely in finance. 👇
The finance landscape doesn't stand still.
Neither should the insights you rely on.
Subscribe to The Monthly Margin for monthly perspectives on finance leadership, AI, outsourcing, and the trends shaping the office of the CFO.
Subscribe today. 👇
07/29/2026
What's the biggest challenge facing finance leaders today?
According to our survey, talent shortages and hiring challenges remain the clear frontrunner.
But the most interesting finding isn't the challenge itself. It's how leaders are responding to it.
See the full results. 👇
07/29/2026
Next week, Personiv is heading to National Harbor, MD for the Future of Finance Summit!
We are thrilled to sponsor this event, powered by the Business Learning Institute and AICPA & CIMA, to explore what is next for financial leadership.
Our very own Austin Rain and Neil Stewart will be on the ground connecting with finance leaders. If you are attending, be sure to connect with them to discuss how to build leaner, more resilient finance teams.
Learn more. 👇
Will we see you there August 5-7?
From "just another piece of software" to "a new member of the workforce."
Jeremy Ung has spent his career building the technology that powers the office of the CFO, and he says most companies are thinking about AI agents all wrong.
The biggest insight? AI agents need the same training, guardrails, and oversight you'd give a new employee, not the deployment playbook you'd use for traditional software.
The most effective finance leaders are demanding full audit trails, tying every AI deployment to measurable business value, and learning to steer teams of agents instead of doing the work themselves.
But too many organizations are rushing to build their own agents without the governance to back them up, and it's putting their business at risk.
In this episode of CFO Weekly, learn what it actually takes to make AI safe for high-stakes financial operations.
🎧 Listen to the full conversation now. 👇
BlackLine
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