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IMA® (Institute of Management Accountants)

IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance! read less
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Episodes

Ep. 294: Michael Dion - Mastering Financial Transformation: The Strategic Power of Automation
Today
Ep. 294: Michael Dion - Mastering Financial Transformation: The Strategic Power of Automation
Join us on this exciting episode of the Count Me In Podcast, where Adam Larson sits down with Mike Dion, an expert in FP&A and automation. Mike shares his fascinating journey from finance intern to automation advocate, revealing the transformative power of streamlining processes. Get ready to learn how simple tools like Excel can save hours in your workweek, and discover actionable insights on balancing work-life with smart automation. Whether you're a finance pro or just love a good productivity hack, Mike’s insights are a game-changer. Tune in for practical tips, engaging stories, and a fresh perspective on working smarter, not harder Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 293: Siqi Chen: Breakthrough In Financial Intelligence
1w ago
Ep. 293: Siqi Chen: Breakthrough In Financial Intelligence
Join us for an insightful chat with Siqi Chen, CEO of Runway and a visionary in AI and finance, on this episode of Count Me In! Host Adam Larson sits down with Siqi to explore the incredible potential of AI in streamlining our work, making complex tasks more intuitive. Discover the fascinating world of prompt engineering and how Runway, Siqi's brainchild, is redefining tools for strategic thinking.Siqi shares his unique journey from working on Mars rovers to revolutionizing financial planning. Dive into a discussion on the democratization of data, the evolution of finance from a backward-looking to a forward-thinking strategy, and the shortcomings of traditional tools like spreadsheets. This episode is full of compelling insights on making financial models accessible and integrating context seamlessly into complex projects. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 292: Court Watson - From Balance Sheets To AI: Shaping the Future of Accounting
Dec 9 2024
Ep. 292: Court Watson - From Balance Sheets To AI: Shaping the Future of Accounting
Join host Adam Larson as he chats with Court Watson, Partner in Deloitte Advisory’s Controllership services practice. Discover the future of accounting through Court's insights on data science, generative AI, and modernizing financial practices. From tackling manual journal entry inefficiencies to exploring AI-driven dynamic account closures, this episode offers plenty of real-world takeaways. Gain practical tips on integrating innovative tech, fostering continuous learning, and upskilling for the evolving landscape. Whether you're curious about AI's potential or seeking new ways to enhance your role, this engaging conversation is packed with inspiration and actionable advice. Tune in to elevate your accounting game with invaluable insights from Court Watson. Don’t miss out! We also invite you to listen and subscribe to Deloitte’s Resilient Controller podcast featuring controllers and financial executives who put the attributes of authenticity, determination, trust and grit into action. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 291: Alexandre Louisy - The Future of B2B Payments: Embracing Revolutionary Automation and Innovation
Dec 2 2024
Ep. 291: Alexandre Louisy - The Future of B2B Payments: Embracing Revolutionary Automation and Innovation
Join us in an exciting conversation with Alexandre Louisy, the co-founder and CEO of Upflow, as he and host Adam Larson tackle the challenges of ensuring timely payments in the B2B world. Alexandre shares his insights on modernizing payment methods, stressing why online payments are crucial for both vendors and customers. Learn why manual invoices and checks are becoming outdated and how automation can save time and money. Alexandre's passion for integrating finance and customer experience shines through as he discusses the future of digital payments and what it means for your business. Plus, get practical advice on how finance teams can drive effective change and simplify the payment process. Don't miss this engaging and informative episode that promises to change how you think about B2B payments! Tune in now and stay ahead of the curve. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 290: Jeremy Earnshaw - Transformative Coaching in the Corporate World: Key Insights
Nov 25 2024
Ep. 290: Jeremy Earnshaw - Transformative Coaching in the Corporate World: Key Insights
Join us on the latest episode of Count Me In as Adam Larson sits down with Jeremy Earnshaw, a seasoned executive coach and mentor, to talk about the transformative power of continuous coaching and mentoring. Jeremy breaks down the misconceptions around coaching, explaining why it's not just a quick fix but a vital, ongoing journey. Listen as Jeremy shares his unique "no fault" policy and underscores the importance of having genuine, systemic changes within organizations. Discover how Jeremy's extensive experience as a CFO and his passion for coaching and mentoring have driven effective leadership and long-term organizational success. Whether you're in leadership, HR, or just curious about enhancing professional development, this is one conversation you won't want to miss. Tune in to understand why coaching can be a strategic game-changer for your career and your company. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 289: Katrina Nacci - Expert Strategies for Cross Border Accounting and Operations
Nov 18 2024
Ep. 289: Katrina Nacci - Expert Strategies for Cross Border Accounting and Operations
🚀 Join Adam Larson in this episode of Count Me In as he chats with Katrina Nacci, a top Cross-Border Accounting Advisor. 🎙️ From her days at PwC Boston to launching her own advisory firm in Germany, Katrina shares her inspiring career journey and insights on cross-border accounting. Learn how Katrina helps European companies break into the US market affordably and hear about the challenges and rewards of international finance. 🌍💼 From IPOs to using AI tools like ChatGPT, Katrina's approach as a fractional chief accounting officer is full of practical tips and innovative strategies. Plus, hear a fascinating case study where she saved a UK tech firm big bucks! This episode is a must-listen for finance pros and anyone curious about global business. Tune in for a candid, engaging conversation with one of the industry's brightest minds! 💡📈 Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 288: Renata Serban - Cannabis Industry Compliance and Regulation: Expert Insights
Nov 11 2024
Ep. 288: Renata Serban - Cannabis Industry Compliance and Regulation: Expert Insights
In this riveting episode of Count Me In, host Adam Larson sits down with Renata Serban, founder of Highly Elevated CPA and a powerhouse in the cannabis accounting industry. Renata's journey from Kazakhstan to the US, her academic pivot from chemical engineering to accounting, and her role as a strategic advisor in the cannabis sector promise to keep you hooked. Together, they chat about everything from the potential rescheduling of cannabis legislation to the vital medical benefits of cannabis, especially for cancer patients. You’ll also hear about the uphill battles faced in cannabis accounting, the importance of voting for transformative change, and the historical propaganda that still colors perceptions today. Whether you’re curious about the practical challenges in the weed industry or the optimistic future of cannabis reform, Renata's insights provide a compelling look into the regulatory landscape. Tune in for a candid conversation that's both enlightening and inspiring! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 287: Justin Smith - Transform Accounting with Smarter Strategies and Happy Teams
Nov 4 2024
Ep. 287: Justin Smith - Transform Accounting with Smarter Strategies and Happy Teams
Join us on Count Me In for an insightful chat with Justin Smith, CFO at FinQuery! Justin tackles pay disparities that accountants face at Big Four firms and envisions a future where salaries rise to reflect their true value. He also shares how FinQuery's robust learning budget helps employees dive into AI and product development.We explore the importance of transparency, mission-led organizations, and celebrating achievements to boost morale. Justin's advice on balancing empathy with organizational goals is a must-hear for leaders navigating post-pandemic challenges. Hosted by Adam Larson, this episode is packed with valuable insights on accounting, leadership, and employee engagement. Don't miss it! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 286: Sheila Rondeau - Master the Art of Networking: Proven Strategies for Success
Oct 28 2024
Ep. 286: Sheila Rondeau - Master the Art of Networking: Proven Strategies for Success
Join us on the latest episode of the Count Me In Podcast as host Adam Larson chats with Sheila Rondeau, the CEO of MOGXP and an introverted powerhouse who’s mastered the art of networking and personal branding. Discover Sheila’s top strategies for making networking less intimidating, including her unique plan of connecting with five quality contacts per event. She also offers invaluable tips on maintaining authenticity in personal branding, balancing social media efforts, and the crucial distinction between reputation and brand. Learn how to build genuine connections, engage thoughtfully on LinkedIn, and offer real value in your professional interactions. Whether you're an introvert or an extrovert, Sheila's insights on making networking work for you, understanding thought leadership, and respecting others' time are game-changers. Tune in and get ready to transform the way you approach networking and personal branding, one meaningful connection at a time. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 285: Rachel Kourakos - Want to Be a Better Leader? Get to Know Yourself
Oct 21 2024
Ep. 285: Rachel Kourakos - Want to Be a Better Leader? Get to Know Yourself
Join host Adam Larson as he chats with the insightful Rachel Kourakos, transition and leadership coach at Rachel Kourakos Coaching & Consulting, about the art of human interactions and mastering self-awareness. Rachel shares impactful stories and practical tips on understanding others' needs, handling feedback constructively, and managing emotions consciously. They discuss the beauty and opportunities within change, the power of self-talk, and how to approach life’s transitions with positivity. Rachel emphasizes that everyone makes choices that shape their experiences—whether we realize it or not. Tune in to learn how adopting a leadership mindset, practicing empathy, and embracing curiosity can transform both personal and professional lives. Packed with heartfelt anecdotes and engaging dialogue, this episode promises valuable takeaways for anyone looking to enhance their communication skills and emotional intelligence. Listen and get inspired to lead your life with intention and awareness!  Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 284: Daniel Paik - Reimagining the Back Office: A Profitable Shift
Oct 14 2024
Ep. 284: Daniel Paik - Reimagining the Back Office: A Profitable Shift
Join us on the Count Me In Podcast for an enlightening conversation with Daniel Paik, CEO of Curowork, as he shares powerful insights on transforming back office roles into vital growth engines. With 20 years of experience in corporate finance and accounting, Daniel discusses how enhancing efficiency, automating processes, and completing long-pending projects can supercharge your business. You'll hear practical tips on managing unplanned tasks, avoiding the pitfalls of partial task visibility, and the importance of prioritization. Discover how renaming back offices to "value centers" can shift mindsets and drive growth. Daniel's passion for elevating your team's role is both inspiring and actionable. Don't miss Adam Larson and Daniel Paik's deep dive into creating supportive, clear, and efficient work environments that lead to remarkable business outcomes. Tune in for this must-listen episode! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.
Ep. 283: Rohit Kharbanda - Finance and Accounting’s Growing Strategic Role
Oct 7 2024
Ep. 283: Rohit Kharbanda - Finance and Accounting’s Growing Strategic Role
Tune into this episode of Count Me In, where host Adam Larson sits down with Rohit Kharbanda, Head of Hotel Finance Services & Growth at IHG Hotels & Resorts. With a 20+ year career at top companies like Hewlett-Packard, General Electric, and Oracle, Rohit shares vital insights into sustainable sourcing, reducing carbon footprints, and how green practices drive customer loyalty.Get the scoop on the challenges of ESG reporting, the strategic role of finance in sustainability, and the regulatory complexities of AI and data privacy. Rohit's mix of wit and wisdom offers practical advice for anyone curious about how sustainable practices are reshaping business.Don't miss this engaging conversation packed with forward-thinking strategies to protect our planet while achieving business success! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It’s an honor to be recognized as one of the World’s Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We’ll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.