Recent Blog Posts

Webinar: 2021 CFO-CHRO Sentiment Study Key Insights, Powered by Insperity

By Matt Cockayne posted 4 days ago
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#Insperity #AchieveNEXT #humancapital #benchmarking #CFO
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Power of 3 - #6

By Steven Beshears posted 5 days ago
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A weekly three-minute read highlighting takeaways and insights from conversations with members. Top 3 Quotes of the Week: "How can I make sure it sticks?” 2020 had plenty of highs and lows for organizations. Many members said they learned to be more efficient and improve their prioritization skills last year. The shift to a remote workforce made that essential. Many organizations developed new protocols and want to make sure that they stay around in a post COVID world. Have you developed any new procedures or policies that you want to make sure stick around?  “What keeps me competitive?”   This was a good one. The question ...
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Middle Market Growth Conversations: Family Office Dynamics - People Over Process

By Matt Cockayne posted 8 days ago
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Michael Beduze, managing partner of   Da Vinci Global Consulting , and Tom Stewart, Chief Knowledge Officer at   AchieveNext , discuss the family dynamics that can impact the success of a family office. Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called “soft” issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business is involved. They also point to ways that families can develop their non-financial wealth, and how to engage members of the younger generation to instill a stewardship mentality needed for multigenerational growth and ...
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Middle Market Growth Conversations: Family Office Dynamics - People Over Process

By Matt Cockayne posted 8 days ago
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Michael Beduze, managing partner of   Da Vinci Global Consulting , and Tom Stewart, Chief Knowledge Officer at   AchieveNext , discuss the family dynamics that can impact the success of a family office. Beduze and Stewart talk about why family dynamics are frequently overlooked, why advisers should delve into so-called “soft” issues to ensure a better outcome for their family office clients, and how to address family dynamics when a business is involved. They also point to ways that families can develop their non-financial wealth, and how to engage members of the younger generation to instill a stewardship mentality needed for multigenerational growth and ...
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2021 CFO-CHRO Sentiment Study Report

By Greg Wood posted 10 days ago
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Our 2021 CFO-CHRO Sentiment Study , released January 14, 2021 , captured insights and perspectives from over 300 Finance and HR leaders from across North America. Finance and HR leaders will continue to focus on rebuilding revenue, on enhancing customer and employee strategies and scenario planning as they look to emerge stronger in 2021 . They’ll keep making changes to products and services, pricing and delivery strategies and increasing customer segments to increase revenue — They will invest in data analytics and automation to help spur growth in the next year and beyond. They will apply the lessons learned during 2020 -- a year like no other -- to help ...
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AchieveNEXT Releases 11th Annual CFO-CHRO Sentiment Study

By Greg Wood posted 10 days ago
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Emerging and mid-market finance and HR leaders reveal optimism and a laser-like focus on recovery and reinvention for 2021 and beyond PHILADELPHIA, January 14, 2021 — AchieveNEXT, a leading provider of Peer Advisory Networks and Solutions for emerging and mid-market leaders and their enterprises, has released its  2021 CFO-CHRO Sentiment Study to provide peer insights into strategic planning, financial outlook, and objectives for 2021 and beyond. In December, AchieveNEXT surveyed a cross-section of US-based emerging and mid-market CFOs and CHROs about their enterprises’ current and projected financial outlook, with particular focus on business ...
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Power of 3 - #5

By Steven Beshears posted 12 days ago
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A weekly three-minute read highlighting takeaways and insights from conversations with members. Top 3 Quotes of the Week: "Professional Skepticism” Critical thinking is so broad. Knowing the next question to ask is paramount. People in finance are all about the numbers, but what do those numbers mean? How are they applicable to what your enterprise is experiencing?  "All CFOs should emphasize FP&A”  As FP&A came up in one of the Peer Advisory Group meetings, one CFO was adamant that all finance professionals should be concerned with FP&A as they look at their priorities. Intellect, capacity and technology are all areas to ...
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How to be a Responsive Leader with Del Keffer, Vice President of Sales at Kirby-Smith Machinery

By Jeremy Weisz posted 13 days ago
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Del Keffer is the Vice President of Sales at Kirby-Smith Machinery, a leading distributor of heavy equipment and cranes in the central United States. In his role at Kirby-Smith Machinery, Del believes in the value of teamwork and trust-based business relationships that drive superior results.  In the last 40 years, Del has carved out a powerful career path, transitioning from garden sales to the executive suite. Before joining Kirby-Smith Machinery, Del was the President of North American Trailer and a Vice President at Volvo Construction Equipment. His drive and leadership continue to inspire his colleagues and team members to grow and succeed. ...
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Thomas A. Stewart Named Chief Knowledge Officer at AchieveNEXT

By Matt Cockayne posted 18 days ago
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Former NCMM Executive Director and HBR Editor in Chief will lead research and benchmarking efforts for emerging and mid-market enterprises PHILADELPHIA, January 5, 2021 — AchieveNEXT, a leading provider of Peer Advisory Networks and Solutions for emerging and mid-market leaders, as well as their teams and enterprises, today announced Thomas A. Stewart has joined its executive team as Chief Knowledge Officer.   “We’re thrilled to have one of the world’s leading experts on the mid-market join our leadership team,” said AchieveNEXT CEO Nick Araco, Jr. “Tom is uniquely qualified to provide perspective on what today’s growth-focused Finance and HR leaders ...
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Leadership Distinction: Capability vs. Capacity

By Eric Herrenkohl posted 20 days ago
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Leadership Distinction: Capability vs. Capacity People who lead organizations have to be cognizant of the fact that the people with the most capability to get things done typically have the least capacity to take on more work. They are good at what they do, others trust them to get things done, and therefore their plates are full. However, as our businesses grow, these are the people we need to promote so they can shed less valuable tasks and take on more valuable ones. I was talking to a business owner friend of mine who is very creative and a great salesman and promoter. In other words, he is great at coming up with new ideas, and terrific at promoting ...
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Insights into Leadership and Financial Literacy with Cheryl Nash, CEO of Tegra118

By Jeremy Weisz posted 20 days ago
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Cheryl Nash is the CEO of Tegra118, a trusted leader in wealth and asset management technology. Prior to joining the Tegra118 team, Cheryl was the President of Fiserv Investment Services, where she was responsible for business development, product strategy, and more. She is committed to pushing the boundaries of what is expected in wealth management with future-forward technology innovation.  Cheryl's proudest professional moments include receiving the Money Management Institute's Pioneer Award, co-chairing the MMI’s Technology & Operations Committee, and sitting on MMI’s Board of Trustees’ Gateway to Leadership program dedicated to workplace diversity. ...
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Want to Know the Secret to a Diversity, Equity and Inclusion Initiative That Works? Stop Relying on Training to Fix Culture

By Robyn Pollack posted 26 days ago
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The death of George Floyd has been one of the most powerful catalysts in the diversity, equity, and inclusion world, and opened the floodgates for enterprises and their leaders to focus more intentionally on DE&I work. Enterprise leaders across industries and markets wanted to know what to do, what to say, and how to train people to be more culturally competent, socially just, and less biased. While the hope is that this deliberate focus on DE&I is a turning point for individuals, teams, and enterprises, if as a society we are going to create measurable change the default approach to begin to address the DE&I complexities personified by George Floyd ...
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Align and Inspire with Al Cini, Managing Partner at BCAT Partners

By Jeremy Weisz posted 27 days ago
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Al Cini is a Managing Partner at BCAT Partners and the influential host of “CEO Chat,” where he interviews CEOs, founders, and owners about their personal success stories. Al has spent the last 40 years of his career building stronger teams and inspiring innovative leaders across various organizations.  In addition to his work at BCAT Partners, Al is also a Senior Advisor for Lodestar Advisory Partners, a Facilitator for Onward Education, a Speaker for Vistage International, and the President and Executive Consultant for his company, Al Cini and Partners, Inc. Here’s a glimpse of what you’ll learn:  ...
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Negotiating Executive Compensation - helpful WSJ article

By Eric Herrenkohl posted 12-21-2020
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Hi Everyone,    @Todd White pointed out a very helpful WSJ article to me on negotiating executive compensation in today's edition:  How to Negotiate and Counter a Job Offer, WSJ, 12-21. If the Dow Jones firewall prevents you from reading the article, here are a few highlights: Helpful to read no matter what side of the desk you are on. Points out some negotiating fundamentals - being prepared and knowing the market is critical. Focus on Total Compensation, not just base salary -  there are lots of ways to skin a cat. Lay out all your requests at once - you don't want to be perceived as nick and diming. Negotiating jiu jitsu is important - don't ...
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Power of 3 - #4

By Steven Beshears posted 12-21-2020
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A weekly three-minute read highlighting takeaways and insights from conversations with members.   Top 3 Quotes of the Week:   “Gotta go back to basics” This came up when discussing leadership and how senior leaders’ actions impact the company from the top down. If the C-Suite isn’t aligned, then how can anyone else be expected to do so? Are you seeing a disconnect with company culture in this virtual workforce?   "I’m over Zoom” I think we all are at this point. Recently, I offered to just make a phone call instead of getting on Zoom, and the CFO on the other end was so grateful because she said she hates feeling like ...
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Progress Over Perfection with Jennifer DeMello-Johnson, Vice President of Agency Services at Amerisure Insurance.

By Jeremy Weisz posted 12-20-2020
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Jennifer DeMello-Johnson is the Vice President of Agency Services at Amerisure Insurance. She is responsible for developing and providing industry-leading solutions that accelerate the growth and profitability of Amerisure's select partner agencies. Jennifer has over 25 years of experience in leadership, HR, and resource management. Prior to joining Amerisure, Jennifer was the Global Resource Delivery Director for Dell EMC, where she developed resource management processes and innovative shared solutions in a consultative services environment. Currently, she serves as an Executive Board Member and Chairman of the Resources Development Committee for the Boys ...
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IGNITE: AchieveNEXT Releases Employee Engagement Report

By Greg Wood posted 12-18-2020
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JUST RELEASED: A special task force of CFO and CHRO Alliance members has compiled a comprehensive best practice guide for 2021 Employee Engagement. With contributions from more than 50 finance and HR leaders, the robust report covers four primary areas: People; Operations and Infrastructure; Technology; and Finance and Business Implications.         At the intersection of challenges driven by the pandemic, societal division and the current cultural crisis, ...
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AchieveNEXT Releases Employee Engagement Best Practice Report for 2021

By Matt Cockayne posted 12-17-2020
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More than 50 Finance and HR leaders from emerging and mid-market enterprises contribute to the comprehensive guide PHILADELPHIA, December 15, 2020 (Newswire.com) -   AchieveNEXT, a leading provider of Peer Advisory Networks and Solutions for emerging and mid-market leaders, their teams and enterprises, has released a best practice guide for 2021 Employee Engagement. The report, which was produced in partnership with Insperity, a leading provider of HR solutions, and Stevens and Lee, a Philadelphia-based law firm specializing in labor and employment law, includes contributions from more than 50 Finance and HR leaders from across North America. "The ...
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Best Practice Report: Employee Engagement and Productivity

By Greg Wood posted 12-14-2020
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In October 2020 , Members of AchieveNEXT’s CFO and CHRO Alliances formed a special task force devoted to Employee Engagement and Productivity. The result: A comprehensive guide of best practices, case studies and shared insights, published on December 15, 2020, designed to equip finance and HR leaders with the tools they need to succeed in 2021 and beyond.  AchieveNextBP_Report #AchieveNEXTSolutions #bestpractice #leadership
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Cultivating Resilience and Empathy in the Legal Industry with Kara Dodson, Consultant and Coach at Volta Talent Strategies

By Jeremy Weisz posted 12-14-2020
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Kara Dodson is a strategic consultant and coach at Volta Talent Strategies and an adjunct professor at Temple University's James E. Beasley School of Law. At Volta, Kara coaches lawyers of all levels in a variety of areas, including business development, time management, effective communication, stress management, leadership, and delegation.   Kara started her legal career over 20 years ago at Duane Morris LLP. Since then, she has covered employment and labor cases dealing with professional malpractice, litigation matters, human rights, and more. Today, Kara is committed to helping law firms and attorneys maximize client relationships and develop business strategies ...
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