PlanSource’s Post

By merging #PeopleCentric values with #DataDriven insights, our consultants are helping businesses from all industries in the #Phoenix area tackle their toughest challenges. Discover what our team can do to help you:

We at PartnerReady are thrilled and deeply honored to announce our inclusion in the Canalys "Top 117 Consultants and Agencies" list for 2024. This accolade reflects the relentless effort, dedication, and forward-thinking approach our team has dedicated to fostering the growth and success of our clients' businesses. Canalys, a leading global technology market analyst firm, compiles this list to spotlight consultants and agencies that have significantly contributed to the technology sector. Honorees are lauded for their deep expertise, objective perspectives, client guidance, thought leadership, and beneficial partnerships. The role of channel and partnership-focused consultants and agencies cannot be overstated in an industry where the proper guidance and partnerships can catapult a technology company to new heights. Our inclusion in this list is not just a badge of honor but our commitment to our client's success. It highlights our ability to deliver tailored, impactful strategies that not only navigate the complexities of the technology landscape but also propel our clients to new heights of growth and efficiency. On behalf of our team of PartnerReady Partner Professionals from around the globe, we wish to express our sincerest thanks to Canalys for this honor. We extend our heartfelt gratitude to Jay McBain, Noah Dantes, and Patricia Rush for recognizing our efforts and including PartnerReady in this prestigious list. This recognition reaffirms our team's dedication and motivates us to provide exceptional service and support. We also want to thank our clients, partners, and everyone who has been part of our journey thus far. Your trust, support, and collaboration have been pivotal in reaching this milestone. #ecosystem #partnerships #cro #saasgrowth #startupecosystem #alliances #strategicpartnerships #agencygrowth

It’s no secret — #Phoenix is growing fast, and SEI is here to help companies maintain that growth from day one. Learn about our team and what we can do to help you execute a #BusinessStrategy that works: #Consulting

It’s no secret — #Phoenix is growing fast, and SEI is here to help companies maintain that growth from day one. Learn about our team and what we can do to help you execute a #BusinessStrategy that works: #Consulting

According to Emily McCrary-Ruiz-Esparza at the BBC, the executive suite is expanding far beyond its traditional limits, incorporating roles like chief data officer, chief diversity officer, and even chief wellness officer. This evolution reflects the increasing complexity and global reach of modern businesses, but it also raises questions about decision-making efficiency and risk management. With such specialized positions becoming integral to strategic planning and day-to-day operations, the nature of leadership and corporate culture is undoubtedly transforming. What do you think the impact of these new executive roles is on a company's ability to innovate and adapt? https://lnkd.in/eprKjUQ9 #CSuite #Leadership #Executive

Please join me for our 2nd annual panel discussion with executive leaders across sectors as we explore “Pioneering Paths to the C-Suite”. It is sure to be a great discussion.

Board effectiveness is in the spotlight, including #ipo candidates. According to our recent survey of C-suite executives: - 48% think their boards lack encouragement for innovation - 92% believe one or more directors should be replaced - 28% feel their boards are armed with the right combination of skills and expertise Learn more and see how your board measures up. #pwcdeals #iporeadiness

Board Backlash—C-Suite Executives Are More Eager to Replace Board Members: As boards struggle with conflicting priorities, more board positions could be at risk. Ninety-two percent of C-Suite executives endorse replacing at least one board member. Reasons include dissident investing, missed expectations, overboarding, and inadequate attention to issues like AI and sustainability. The content raises these issues: How should C-suite executives articulate expectations for board members? How could executives use evaluations to surface board member gaps and inadequacies? How could C-suite executives re-engineer board member recruitment, onboarding, and training? https://lnkd.in/gsQ92rzE See also https://lnkd.in/ggSJG5gw #boards #boardmembers #CEO #csuite #csuiteexecutives #governance #fastcompany #boardsofdirectors #JoyceFlory #ghostwriter #ConferenceBoard #PWC 

Mahesh Ganesan, Senior Director - M&A Integration at UKG has been appointed to the speaking faculty for the upcoming M&A Conference at Cornell Tech New York City, which is hosted by the Transaction Advisors Institute. A few of the questions he will be addressing: - What’s the optimal level of engagement with the target in developing the integration thesis? - How do you enhance visibility on sources of value across revenue, costs, talent, and technology? - What positive and negative synergies are often missed in deal models and discovered during integration? - How do you uncover unrealistic integration costs and timing? - What fault lines need to be tackled before divisions become too great? - Are there fundamental best practices that have stood the test of time, or, is each deal unique? - Are there varied approaches for synergy sequencing? We're going to talk about what's new, what's different, and what's clever so we can help our members improve their M&A process and the performance of future acquisitions. 🔗See the full agenda: https://hubs.li/Q02HHy9p0 #mergersacquisitionsdivestitures #mergersandacquisitions #corporatedevelopment

Workiva leverages a network of advisory and implementation partners who not only bring Workiva specific expertise, but also expertise around finance and organizational transformation. Embark is one of those partners who I have experienced this expertise with personally. Check out the comments section for a great article titled, “The IT Factor: An IT Due Diligence Checklist and Guide for M&A Deals”. The article does a great job highlighting key areas of focus related to IT when during an M&A deal. #embark #partner #mergersandacquisitions