CX

🔥 𝗜 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗯𝗲 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘆𝗼𝘂 𝗰𝗮𝗹𝗹 𝘄𝗵𝗲𝗻 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝘀 𝗼𝗻 𝗳𝗶𝗿𝗲 🔥 Not the one who panics. Not the one who flags problems with no plan. The one who says: “I looked into it—here are three options. Here’s what I’d do.” That’s how you become irreplaceable in today’s accounting world. There’s no playbook for what’s coming—AI, faster closes, stricter audits, new tools every quarter. But the people who thrive? They don’t wait for directions—they build the path. 🧠 Master the art of finding answers. Fast. ✅ Stuck reconciling numbers in a broken spreadsheet? Automate it. ✅ Behind on budget season? Draft a plan your CFO didn’t see coming. ✅ Don’t know how to use AI? YouTube it. ChatGPT it. Figure it out. 📎 Your team doesn’t need someone to manage a checklist. They need a resourceful operator. A self-starter. A problem-solver 𝘸𝘪𝘵𝘩 𝘈𝘐 𝘢𝘵 𝘵𝘩𝘦𝘪𝘳 𝘧𝘪𝘯𝘨𝘦𝘳𝘵𝘪𝘱𝘴. Because at this pace of change, the ones who sit still are the first to get left behind. 👋BYEEEEEE — ⚙️ We’re putting AI in the hands of our team, embedding tech into workflows, and surrounding ourselves with peers who figure things out. We are not the ones who throw up our hands when it gets hard. We are the ones who get you answers, fast—and make you wonder how you ever worked without us. 💬 Is this missing on your team? 𝘓𝘦𝘵’𝘴 𝘵𝘢𝘭𝘬.

👀 𝗜 𝘄𝗮𝘀 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗶𝗺𝗽𝗿𝗲𝘀𝘀𝗲𝗱... 𝗮𝗻𝗱 𝘁𝗵𝗲𝗻 𝗜 𝘀𝗮𝘁 𝗶𝗻 𝘁𝗵𝗮𝘁 𝗺𝗲𝗲𝘁𝗶𝗻𝗴. When I joined CX, I knew I was stepping into something special. But today? I saw how 𝘳𝘦𝘢𝘭 the innovation is. We’re not just throwing buzzwords around—AI is happening 𝘳𝘪𝘨𝘩𝘵 𝘩𝘦𝘳𝘦, 𝘳𝘪𝘨𝘩𝘵 𝘯𝘰𝘸. 🧠 AI bots automating manual tasks 📚  Research engines drafting disclosures using Big 4 guidance + peer SEC filings 🕛  Hours of research—done in moments 📃 Contract reviews done in a fraction of the time It’s wild. And it’s not hypothetical. These tools are already available to our team. As a recruiter, I get to talk to YOU about it all. This is what the future of accounting and finance looks like—tech-forward, efficient, and smarter than ever. ⚡Want to be part of it? Let’s talk.

🗓️ 𝗜𝗳 𝗶𝘁’𝘀 𝗻𝗼𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗯𝘂𝗱𝗴𝗲𝘁, 𝗶𝘁’𝘀 𝗻𝗼𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴. 𝘙𝘦𝘢𝘥 𝘵𝘩𝘢𝘵 𝘢𝘨𝘢𝘪𝘯. Every year, great ideas die in Q1… not because they weren’t smart — but because no one made the case in Q4. Right now, during planning season, is your window to: • Advocate for automation or AI investment • Build momentum for long-overdue process improvements • Get resourcing for talent gaps or systems upgrades • Align projects with what actually matters to leadership 💡 Want your initiative to survive past January? Start framing it in terms of 𝘃𝗮𝗹𝘂𝗲 — not just cost. 👉 Who does it impact? 👉 How does it move the business forward? 👉 Can you measure success in stakeholder terms? Budgeting isn’t just about dollars — it’s about direction. Don’t wait for “maybe next year.” 𝗡𝗲𝗲𝗱 𝗵𝗲𝗹𝗽 𝗺𝗮𝗸𝗶𝗻𝗴 𝘁𝗵𝗲 𝗰𝗮𝘀𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝘁𝗲𝗮𝗺? 𝗦𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗗𝗠.

Only a few days until our 50/50 Women on Boards Phoenix Conversation on Board Leadership takes place! As we count down, we want to thank our Community Partners for their support! Benchmark CopperPoint Insurance Companies CX Duffy Group, Inc #sponsor #sponsorship #communitysupport #boardleadership #5050WOB

📈 𝗪𝗵𝘆 𝗱𝗼𝗲𝘀 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗳𝗲𝗲𝗹 𝘀𝗼 𝗯𝘂𝘀𝘆 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄? Compared to this time last year, the market has definitely shifted. Clients who were holding off are now ready to act. Finance teams are facing pressure to catch up, clean up, and gear up for what's ahead. Year-end is around the corner — and suddenly it’s not “𝘭𝘢𝘵𝘦𝘳’𝘴 𝘱𝘳𝘰𝘣𝘭𝘦𝘮” anymore. We’re seeing👀: • M&A and IPO activity picking up • Systems upgrades finally getting greenlit • Auditors circling earlier than usual • Boards asking sharper questions • Burnout showing up across overextended teams ⚠️ Here’s the kicker: what feels like a wave is just the start of the tide rolling back in. If you waited out the first half of the year hoping things would slow down — this is your cue to prepare for what’s coming. ✅ Align your resources. ✅ Look at your gaps. ✅ Ask where you need better talent, better systems, or just… better breathing room. We’ve seen this story before — the companies who prep early, win later. 💬 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗱𝗼𝗶𝗻𝗴 𝗻𝗼𝘄 𝘁𝗼 𝘀𝘁𝗮𝘆 𝗮𝗵𝗲𝗮𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗰𝗵𝗮𝗼𝘀 𝗰𝘂𝗿𝘃𝗲?

Quarterly reporting from U.S. public companies is back in the spotlight. Not because someone messed up. Because it's there at all. President Trump has reignited a push to eliminate quarterly reporting for U.S. public companies, calling for a shift to semi-annual (6-month) reporting instead. The Two Sides of the Coin Pres. Trump isn't along in this thinking. There have been discussions and surveys around this topic for a while now. The thought around the move is that too many companies are focused on short term growth, so they can hit their quarterly projections. As you can imagine, the opposition is strong on this one. Institutional investors and financial professionals oppose this by significant margins in surveys, with their primary reason being a loss in transparency since you'd only hear from companies twice a year. The Global Context Here's the interesting twist: if implemented, the US would align with UK and EU practices (semiannual reporting), while moving away from our traditionally more transparent approach. How Difficult Would it be to Make this Change? The surprising thing about all of this is that it's a pretty "easy" change to make. There's no Congressional approval needed, just an SEC vote. And if you haven't checked in a while, Republicans currently hold a 3-1 advantage (with one open seat) in the SEC. It could be done in as little as 6-12 months. (But you can rest assured that there will be a LOT of regulatory debate on this topic. As of yet, the SEC has not weighed in.) The Professional Reality As someone who's been a part of the reporting process for two decades, I see the complexity here. Yes, quarterly pressure can drive companies to make decisions because of an upcoming earnings call. But I also know how that regular disclosure rhythm maintains market confidence and investor protection. The decline in public listings over recent decades is real. But is quarterly reporting the culprit behind short-term thinking and the decreasing number of public companies? My Take I don't know if I'm in the minority here or not, but I'm not opposed to semi-annual reporting. I'm on the "quality over quantity" side of the bus. There is definitely value in companies publishing updates to their investors, but much of what is disclosed is boiler plate disclosures unless something is really bad. I would rather focus on creating more meaningful disclosures. And this is coming from someone who has written these disclosures for a long time. What's your take? For companies: Would semi-annual reporting truly free up management's focus? Would it create different problems? For investors: Would you be comfortable with longer information gaps if it meant companies could think more strategically? This could be the biggest shift in financial reporting in over 50 years. Let's chat 👇. -------------------------------------------- Follow me, Willie, for more insights into accounting and finance topics.

💡 We’ve arrived at Workiva Amplify! Excited to kick off Day One and connect with finance, accounting, and tech leaders from around the world who are revolutionizing the way work gets done. If you’re here, let’s connect! Whether it’s over coffee or chatting about the latest innovations in tech-enabled finance, I’d love to hear what’s happening in your world! Thrilled to be alongside amazing professionals like Chelé Cary, CPA, Willie Mullin, CPA, Brandon Taylor, CPA, and Cameron Anderson as we dive into an inspiring week of learning and collaboration. Looking forward to what’s ahead! 🚀