Insider
Your Inside Track to PBO's Best Thinking
The PBO Insider is built for the people who make our best work possible: referral partners, advisors, and collaborators who sit closest to the businesses we serve. As a network partner, you get first access to our newsletters, podcasts, client stories, and market insights; the kind of intelligence that makes you sharper in your own client conversations.
You'll know which opportunities we're seeing across 300+ active clients and 12 industries, exactly what a great referral to PBO looks like. If you regularly work with growing organizations navigating finance, HR, or operational complexity, this is where you belong. Apply to become a PBO Network Partner and get the next edition.
Apply to Become a PBO Network Partner →A message from CEO Francesca San Diego on moving fast with accurate information and how organizations thriving this spring built systems for clarity under pressure.
- Curebound Case Study: Building infrastructure for mission-driven growth
- Khan Lab School: 12% benefits cost reduction over 4 years
- What's on Our Radar: IEEPA Tariff Refund opportunities for clients
- What Makes a Great Referral to PBO
Our inaugural edition: a message of gratitude from Francesca, celebrating the referral partnerships that made 2025 meaningful and a look at Q2 2026.
- A note from Francesca San Diego, CEO
- Client Stories: Curebound and Jewish Family Services
- What Makes a Great Referral to PBO
- Find Us on the Fairway: Golf Events Q2 2026
Miss a previous edition? Every issue of The PBO Insider is archived and available for partners to read at any time.
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Aligning Total Rewards with Strategic Goals | A CEO's Perspective
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Compensation as Capital Allocation | A Consulting CFO's Perspective on Total Rewards
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TARIFF REFUNDS | Navigating the IEEPA Refund Process
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Business Analytics | The Integration Advantage
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Business Analytics as a Capital Allocation Discipline
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The Financial Architecture of Succession Planning
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Succession Planning as Strategic Renewal
Read More →Browse the full PBO Advisory blog for insights on finance, HR, operations, and more.
Have a topic you'd like PBO to cover? Our team publishes new thought leadership every month across finance, HR, and operations.
Suggest a Topic →The Integration Imperative: Building Analytics That Actually Informs Decisions (Part 2)
In Episode 1, PBO Advisory CEO Fran San Diego, Consulting CFO Leena Gupta, and Senior Finance Consultant and Human Capital Advisor Kristin Pantle established why analytics is a leadership discipline. In Episode 2, they go deeper into the practical mechanics of building it.
Business Analytics as a Leadership Discipline (Part 1)
Every leadership team has more data than ever. Most are still making decisions on instinct. In this episode, CEO Fran San Diego sits down with Consulting CFO Leena Gupta and Senior Finance Consultant and Human Capital Advisor Kristin Pantle to explore why the data advantage so rarely translates into better decisions — and what it actually takes to close that gap.
Succession Planning | Authentic Insights from the C-Suite
What does succession planning look like when the leadership team does it themselves? Host Joey McCoy sits down with Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO) as they pull back the curtain on their own succession planning process.
Follow the Full PBO Perspectives Library
New episodes released regularly. Subscribe for ongoing insights on finance, HR, and operations leadership.
Subscribe to PBO Perspectives on Spotify and never miss a new episode covering finance, HR, and operational strategy for growing organizations.
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Curebound: Strategic Support, Life-Saving Impact
When this San Diego nonprofit needed financial and HR systems built to match their cancer research mission, PBO built the infrastructure and the result is an organization ready to grow with confidence.
Read the Full Story →
Khan Lab School: Building Strategic Benefits Infrastructure
A benefits restructuring that cut overall costs by 12%, reduced out-of-pocket expenses for 73% of employees, and kept annual increases below 3% for four straight years.
Read the Full Story →
Jewish Family Services: Amplifying Mission Through Operations
Building the operational infrastructure that allowed this Silicon Valley nonprofit to focus on its mission rather than back-office challenges.
Read the Full Story →
Every Partnership Tells a Story
We're proud of the work we do across 12 industries. Explore client testimonials and case studies from across the PBO website.
Read Testimonials →Every client story starts with a conversation. If you know an organization we should be talking to, we'd love a warm introduction.
Make an Introduction →
The Right Introduction Changes Everything
Our best partnerships start with a warm introduction. The organizations we serve most effectively are in the $5-50M revenue range and navigating a moment of real operational complexity.
When you spot one of these situations with a client or colleague, a quick email introduction is all it takes. We'll follow up within 24 hours.
Introduce Us to Someone →Ideal Referral Situations
Growing fast and need HR infrastructure or recruiting support
CFO recently departed or was never in place and financial reporting is suffering
Preparing for a transaction: sale, acquisition, or investment round
Experiencing employee issues and need fractional HR leadership
Board or investors demanding better financial reporting and accountability
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