CFO Forum: Using Outsourcing as a Strategic Lever

Beyond Cost Savings: Unlocking Advantages of Finance and Accounting Outsourcing

A 60-minute live webinar on how finance and accounting leaders reduce operational constraints, expand FP&A capacity, and maintain control by structuring outsourcing for success the right way.

You’ll leave with:

  • Ways that CFOs achieve tight cycles and improve reporting qualities.
  • Lessons finance leaders learned to execute outsourcing success.
  • Frameworks to unlock leadership time for strategic initiatives.
Secure Your Seat for this live finance leadership discussion

60-minute Live Webinar

March 18, 2026

10:00 AM PT / 1:00 PM ET

Panel discussion

For finance & accounting leaders

Our Discussion Insight Leaders

Practical perspectives from finance leaders who have led growth, scale, and operational refinement across complex organizations.

Angel Morales

Corporate Controller & CPA Health Admins

Angel Morales is a Corporate Controller & CPA at Health Admins, a specialist in healthcare administration (HCA) solutions. He has extensive experience leading and scaling finance organizations, with responsibility across FP&A and a broad range of related functions. He has led multiple M&A transactions and is known for building scalable financial infrastructure that aligns systems, controls, and strategy to support sustainable growth.Read More

Neda Remo

Chief Financial Officer
BigRentz

Neda Remo is Chief Financial Officer (CFO) of BigRentz, a leading national construction procurement software platform. She brings deep expertise across accounting, audit, and operational finance, having advanced through multiple leadership roles within the organization. Neda leads capital planning, cost optimization, and financial strategy, helping scale the company with disciplined financial management and data-driven decision-making.Read More

Ted Bernard

Managing Principal of Invantage Group

Ted Bernard is the Managing Principal of Invantage Group, a customer engagement and growth strategy consulting firm. He brings 30+ years of leadership in customer experience, tech innovation, and operations. He has helped drive successful exits, led due diligence and funding decisions (>$400 MM in VC, PE, angel investments), and advises companies from startups to mid-market firms on uncovering opportunities, shaping solutions, and scaling growth.Read More

David Shapiro

Chief Operating Officer, Premier NX

With extensive leadership in global BPO strategy and operations, David has built and scaled delivery centers across North America, Latin America, Asia, and Europe. As Premier’s Chief Operating Officer, he draws on deep operational expertise from roles at Minacs, Dialog Marketing, and as founder of Source One Communications. His track record spans customer experience, back-office transformation, and global outsourcing models that deliver both efficiency and enterprise value.Read More

What Finance Leaders Will Explore

A practical journey from hesitation → inflection point → structure → outcomes.

Initial Skepticism and Resistance

Common hesitations, internal debate, and how leaders reframe risk into governance design.

The Inflection Point

What triggers exploration, and how finance leaders define what’s really important before making a change.

Structuring for Success

What to outsource (and what not to), how governance evolves, and what separates success from disappointment.

Outcomes That Matter

The measurable outcomes leaders care about: leadership capacity, close cycle improvement, and reduced operational risk.

Initial Skepticism and Resistance

Common hesitations, internal debate, and how leaders reframe risk into governance design.

The Inflection Point

What triggers exploration, and how finance leaders define what’s really important before making a change.

Structuring for Success

What to outsource (and what not to), how governance evolves, and what separates success from disappointment.

Outcomes That Matter

The measurable outcomes leaders care about: leadership capacity, close cycle improvement, and reduced operational risk.

Who This Session Is For

Most useful for leaders responsible for finance operations, close performance, and capacity planning.

CFOs and heads of finance

Controllers and accounting leaders

Finance directors/finance ops owners

Teams evaluating outsourcing for the first time

Teams refining an existing model

About Premier NX

Premier NX helps mid-market finance teams modernize operations and strengthen performance. Through a blend of co-sourcing, process optimization, and data-driven insight, we enable CFOs to bridge talent gaps, improve control, and deliver greater efficiency, without adding headcount or disrupting internal teams.

Secure Your Seat — 60-Minute Live CFO Forum

Join a finance leadership discussion on reducing fragility, expanding FP&A capacity, and maintaining control—beyond cost savings.