January Margin: Latest Insights, Industry News & Impact

January Margin: Latest Insights, Industry News & Impact

Welcome to January’s Monthly Margin! ?? As we usher in the new year with fresh aspirations and bold goals, we’re here to empower you with the insights you need to navigate the ever-evolving financial landscape. This month’s edition is packed with tools, strategies, and updates designed to set the tone for a successful 2025. From industry trends to innovative approaches in finance, we’re your partner in staying ahead of the curve. So, grab your favorite cup of motivation, and let’s kick off the year with a clear focus on what’s shaping the future of finance!


INDUSTRY, EVENTS, INFO:



Feature | How CFOs Became Companies’ Storytellers

Big news: Personiv was featured in Forbes! This article explores how CFOs are stepping into the role of storytellers, shaping company narratives and driving strategic vision. Check it out to see how finance leaders are redefining their roles.

Read the article here?


Podcast | The Impact of Technology Adoption in Finance on CFO Decision-Making

Discover how CFOs are embracing finance technology to stay competitive in this CFO Weekly episode, packed with insights on innovation and strategy. Episode 226

Subscribe to CFO Weekly:? Apple Podcasts? ?|? ?Spotify



Blog | The Benefits of Outsourcing Data Entry: A Detailed Analysis

Streamline your operations with master data entry outsourcing. Learn how outsourcing can improve accuracy, save time, and enhance efficiency, allowing your team to focus on core business goals.

Discover more on our blog


CFO Leadership Live | Save the Date

Save the date for CFO Leadership LIVE — coming to Dallas on March 26, 2025! Join top finance leaders for a day of powerful insights, networking, and strategies to drive your career and company forward. Join us in Dallas


C-Suite Broadsheet: Top News & Insights?

Stay ahead of the curve! We've curated the latest finance and accounting news and insights to keep you informed. Dive into this month's hottest topics on accounting news,?market volatility, AI adoption, and outsourcing strategies.

  • Debt Ceiling Concerns: Yellen says Treasury will use 'extraordinary measures' on Jan. 21 to prevent hitting debt ceiling (Associated Press)
  • Tax Filing Season: Tax filing season for 2025 will open on Jan. 27 (Politico)
  • Investor Risks: Why investors clinging to cash could lose money in U.S. debt-ceiling fight (MarketWatch)?
  • Audit Firm Metrics Opposition: AICPA Urges SEC to Reject PCAOB’s Proposed Rules on Audit Firm Metrics and Operational Reporting (AICPA)?



In The News

90% of CFOs outsource accounting functions

?Personiv was featured in Accounting Today's most-read stories of 2024! The article explores key industry trends, including how outsourcing is tackling talent shortages.?

Read more here...


AT Think CFO roles will expand, create more value in 2025

Learn how CFOs can expand their impact in 2025 in this Accounting Today feature. Personiv shares strategies to help finance leaders adapt and lead effectively.

Read more here...

Reimagining Cost Management:? Manufacturers

See how manufacturers are rethinking cost management in this Industry Today feature. Personiv offers insights on using outsourcing to boost efficiency and growth.

Read more here...



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