Displaying episodes 1 - 30 of 165 in total

Ep. 133: Hilla Sferruzza - The CFO's Four Lines of Sight

Hilla Sferruzza, MBA, CPA has been the Chief Financial Officer, Executive VP for Meritage Homes Corporation (NYSE:MTH) since 2016 and its Chief Accounting Officer, Senior Vice President, Corporate Controller since 2008. In this episode of Count Me In, Hilla joins the show to talk about the evolving role of the CFO and the four lines of sight they must possess. With experience ranging from hospitality to financial institutions and culminating in her current role in real estate and construction, she is familiar with a wide breadth of public company operational best practices. She is a subject matter expert on financial modeling, budgeting and forecasting, and process improvement opportunities. She also oversees infrastructure, application and development information technology, giving her great perspective on the topic of today's conversation. Download and listen now!

Ep. 132: James Stark - CFO Skills and Competencies

James Stark, Egon Zehnder’s Financial Officers, Industrial and Board practices, joins Count Me In to talk about the necessary skills and competencies of CFOs today. James is a seasoned finance leader and was kind enough to share his insights and views on the challenging global landscape, as well as the must-haves for finance leaders. He addresses what CFOs need to evolve and optimize in order to drive value to their careers and respective organizations. Download and listen now!

Ep. 131: Marco Otti - Budgeting Revisited

Marco Otti, Group Controller at Autoneum, joins Count Me In to talk about budgeting. Marco is a finance business partner who supports the decision-making of Autoneum’s top management and Board of Directors. He ensures transparency and visibility of financial data and he contributes to group-wide annual budgeting, monthly forecasting, and 3-year financial planning process. In this episode, he talks about some of the issues with traditional and better budgeting, the essential functions of budgets, and why now is the time for CFOs to rethink how they plan. Marco is a 2021 IMA Exemplary Young Professional and recently wrote an article published in Strategic Finance titled "Budgeting Revisited". Download and listen to the episode now!

Ep. 130: Keith Terreri - The Intersection of a CFO & CIO

Keith Terreri, Chief Financial Officer and SVP of Corporate Operations & IT at NECAM, joins Count Me In to talk about the intersection of the CFO and CIO roles. Keith is a highly motivated, personable, and versatile financial executive with over 30 years of finance experience. Keith has spent a significant amount of time in his years at NEC reducing the cost structure at NECAM where over $25 million in RHQ costs have been reduced. His current responsibilities include Accounting, FP&A, SCM, Corporate Operations and IT. In this episode, he talks about what the convergence of these various responsibilities looks like on a daily basis and how the functions blend so well together. Regardless of the size of the business, Keith believes finance and technology serve as the foundation for control, risk mitigation, and cybersecurity for any organization, so download and listen now!

Ep. 129: Denise Dettingmeijer - Women in Finance

Denise Dettingmeijer, chief financial officer of Randstad North America, joins Count Me In to talk about the importance of bringing more women into finance. in this episode, Denise explains the current status of the gender gap in the industry, what has been done over time to close that gap, and what else needs to be done to make more significant progress. In her current role, she directs the company's business control (FP&A), business services, accounting, risk, internal audit, lean, tax and legal functions. She has extensive experience aligning and enhancing business performance by delivering insight to further company growth in the market. Denise understand the importance of bringing more women into finance and shares what she believes the future of the industry looks like in terms of gender parity. Download and listen now!

Ep. 128: Laura Boyd - The "Softer" Side of Accounting

Laura Boyd, CPA, Vice President and Corporate Controller - North America at Hunter Douglas, joins Count Me In to talk about the softer skills required of finance and accounting professionals. Laura is a results-driven finance professional who, in her role, is responsible for Corporate Accounting, Internal Audit, Treasury, Payroll, and Accounts Payable for the North American Region. Prior to taking this role, she served in various progressive accounting and finance positions at Tapestry, Kate Spade, Inc and VF Corporate, in addition to several years in assurance at PricewaterhouseCoopers. She has a demonstrated history of financial and operational management. One of her many skills is relationship building and utilizing soft skills to create innovative solutions to problems. In this episode, Laura talks about how finance professionals are not (and CAN NOT) be just about "the numbers" - they must also possess a varied toolbox of other skills to be effective business partners. Download and listen now!

Ep. 127: Carmen Rene - Team Management & Multi-Disciplinary Work Groups

Carmen Rene, Vice President Finance/Corporate Controller at SOLVD Health, joins Count Me In to talk about the value of team management and establishing multi-disciplinary work groups. Carmen is a finance executive with experience in Big 4 public accounting management, manufacturing, establishing financial and operational metrics, ERP system implementation, acquisition integrations, and possesses a considerable amount of SOX and internal control knowledge. Her strengths are in creative problem solving, educating non-accountants on accounting acumen, helping others develop self-awareness, and partnering with a variety of stakeholders on "doing the right thing." In this episode, you'll hear Carmen talk about how finance and accounting professionals can be successful in cross-functional collaboration, develop trust, and upskill across the profession. Download and listen now!

Ep. 126: Bob Kolodgy - Building Organizations Ready for the Future

Bob Kolodgy, Executive Vice President and Chief Financial Officer for the Blue Cross Blue Shield Association (BCBSA), joins Count Me In to talk about the role of the CFO when building organizations ready for the future. Bob is responsible for the Blues’ Federal Employee Program (FEP), which covers more than 5.4 million members across all 50 states and abroad. He oversees the National Employee Benefits Administration, which manages $13 billion in retirement plan assets for 38 participating BCBS entities nationwide. In addition, he has overall accountability for BCBS Brand management, including brand strategy and protection, as well as the Association's finance, licensure, enterprise information technology and information security areas. In this episode, he shares his perspective and expertise when it comes to innovation across the organization and implementing change. With a particular focus on data and technology, Bob discusses how innovation creates real value for the business as it seeks to succeed into the future. Download and listen now!

Ep. 125: Steve Orpurt - Spruce Up Your Learning

Steven Orpurt, Ph.D. joins Count Me In to talk about "sprucing up your learning". Professor Orpurt is a Clinical Professor of Accounting in the School of Accountancy in the W.P. Carey School of Business at Arizona State University. At Arizona State University, he teaches corporate governance, ethics, and sustainability reporting and was previously the Associate Director of the School of Accountancy. His recent research focuses on the Statement of Cash Flows with top-tier publications and presentations to the International Accounting Standards Board. Professor Orpurt earned his MBA and Ph.D. at The University of Chicago Booth School of Business. His dissertation garnered the 2004 American Accounting Association International Section dissertation of the year award. In this episode, he talks about how individuals can learn about learning to upskill and stay relevant. Download and listen now!

Ep. 124: Andrew Warner - The Collision Between Marketing and Accounting

Andrew Warner, CEO at Marketing CFO, joins Count Me In to talk about what happens when marketing, finance, and data analytics collide. Andrew is a virtual CFO for marketing agencies and e-commerce stores. He possesses a unique mix of experience in both finance and marketing allows him to approach how he helps the companies he works with in a unique way--helping them get a better handle on their numbers while not forgetting marketing best practices. In this episode, Andrew talks about how CFOs can connect cross-functionally to be more effective and build a bridge between accounting and marketing. Download and listen now!

Ep. 123: Tracy Jackson - Training and Culture Gap

Tracy Jackson, Executive Vice President and Chief Financial Officer at CVR Energy, Inc., joins Count Me In to talk about the training and culture gaps following the global lockdown and shift to remote work. Due to the virtual environment many businesses adapted to, the hiring, onboarding, training, and cultural integration processes changed dramatically. In this episode, Tracy discusses onboarding has impacted different employees, how to overcome the challenges of creating culture in a remote environment, and what organizations can do to help their employees close the gap. Download and listen now!

Ep. 122: Arno Wakfer - Training and Upskilling for Enhanced Business Performance

Arno Wakfer CA, FMVA, CBCA, General Manager, Coach and Trainer at Educatio, joined Count Me In to talk about how the accounting and finance team and create value across the organization. With over 15 years of commercial finance and general management experience, Arno is familiar with and able to explain how F&A teams can form habits and overcome some of the challenges presented when looking to deliver value. He also talks about how the finance team can get closer to the business and become true storytellers. Download and listen now!

BONUS | International Management Accounting Day

Happy International Management Accounting Day! Each year, IMA celebrates International Management Accounting Day® on May 6. This global day of recognition commemorates the important role management accountants play within their organizations. Around the world, finance and accounting professionals work to bring insights and help their organizations realize untapped opportunities and operate more effectively. While this work happens every day of the year, on May 6 management accountants are publicly recognized by IMA. Download and listen to hear IMA's President and CEO, Jeff Thomson, discuss the value finance and accounting professionals bring to their organizations in the "race for relevance"!

Ep. 121: Ramesh Shettigar - ESG from a Finance Perspective

Ramesh Shettigar, VP, Investor Relations & Corporate Treasurer at Glatfelter, joins Count Me In to talk about ESG. In his current role, Ramesh is responsible for investor relations, global treasury, capital market financing, credit and collections, retirement plans, insurance, foreign exchange, commodities risk management, as well as supporting corporate development and strategic initiatives. This includes the management of key relationships with Glatfelter’s banks and rating agencies. In this episode, he talks how recent events have increased the importance of ESG in business, how to prioritize ESG above return objectives, how to measure ESG results, and explains what you can do to make ESG truly sustainable. Download and listen now!

Ep. 120: Jeffrey Dailey - CFO Strategist for Data and Technology

Jeffrey Dailey, Senior Vice President and Chief Financial Officer at Prometric, joins Count Me In to talk about the impact of data and technology on the role of the CFO. At Prometric, he is responsible for managerial oversight of all of Prometric’s financial, legal, corporate development and risk management practices, ensuring Prometric’s continued financial strength and our commitment to fund customer-focused strategic growth and innovation priorities. In his conversation with Adam, Jeff addresses some of the challenges that data presents, how to adapt to the challenges and develop a technology roadmap for the organization, and connects everything to the role of the CFO. Download and listen now!

Ep. 119: Mark Forsberg - 1-on-1 Leadership

Mark Forsberg, CFO at Culligan Water and Distinguished Toastmaster, joins Count Me In to talk about the value of 1-on-1 leadership. Managing with a specific emphasis on 1-on-1 conversations has a particular benefit for the employee, the manager, and the organization. Mark, a Chief Financial Officer for a franchise company, Board Director, former auditor with a Big 4 Firm, and lifelong learner and volunteer, explains how he has used and seen the benefits of 1-on-1 relationships. From nurturing an effective relationship to better growth and retention, this conversation offers great insight into how managers and organizational leaders can better communicate and lead. Download and listen now!

Ep. 118: Dr. Sean Stein Smith - Accounting for Cryptoassets

Dr. Sean Stein Smith, CMA, CPA, Assistant Professor at Lehman College (CUNY), joins Count Me In again to talk about accounting for cryptoassets. In previous episodes, Sean broke down different types of blockchain and what its implication is for accounting and finance professionals. For this episode, he focuses more specifically on his Forbes article, "Bitcoin is Hitting an All Time High", accounting standards for cryptoassets, and what organizations can do long-term with cryptoassets, among other ideas. Download and listen now!

Ep. 117: John Lemmex - Digitalization in Practice

John Lemmex, vice president, Chief Financial Officer, at Covestro LLC., joins Count Me In to talk about the impact of digital transformation on the finance function. In this episode, John shares valuable personal experiences on the value of digitalization, best practices for starting digital transformation projects, and ways to engage various stakeholders throughout the project. John is currently responsible for all aspects of financial management and controlling and has embarked on a diverse career in financial management. He uses his experience to continuously drive business strategy and business improvements. Download and listen to his perspective now!

Ep. 116: Dr. Ahmed Yamen - Is Digitalization the beginning of the end for Financial Crime?

Dr. Ahmed Yamen is an Associate Professor of Accounting at the American University of the Middle East, Kuwait. He was awarded his PhD in Accounting from Ain Shams University (Cairo, Egypt) in 2011. He has been a Certified Management Accountant (CMA) since 2012. He is a member of the committee on academic relations in the IMA. His main research interests are financial crime, culture, accounting education and managerial accounting. He has published several research papers in different international journals, such as journal of international accounting, auditing and taxation, journal of financial crime, and journal of money laundering control. With financial crimes on the rise in the Middle East and around the world, he and Count Me In's Rouba Zeidan take a look at how such digitalization is arming the fight against the practice. Together, they dive into the world of financial crime, how it is evolving and what the industry can do to limit or potential eliminate the potential risks of becoming a target. Download and listen now!

Ep. 115: David Wray - Accelerating your “Power of Potential” for Business and Personal skills

David Wray, Finance Executive in a Fortune 50 Multinational and now author, joins Count Me In again to talk about his approach towards acquiring new skills. The Harvard Business Review in October 2019 investigated where learning and development goes wrong. They found that organizations spend about U$360 Billion on training, asking the provocative question: whether or not it was worth it? In this episode, David shares his thoughts on whether organizational spending on learning and development offers a good return on investment. He also explains how his learning approach is different from others out there and goes into detail about the concepts of unconscious competence and conscious competence. For those of you interested in learning about learning, seeking advice on how to self-assess your own skills, and/or looking for more information on personal and professional development in the future, download this episode and listen to it now!

Ep. 114: Raef Lawson - The Impact of COVID-19 on the Finance Industry

Raef Lawson, PhD, CMA, CSCA, CAE, CFA, CPA, Vice President of Research and Policy at IMA, was the lead researcher for a recently released report on the impact of COVID-19 on the finance function. In this episode of Count Me in, he sits down with Rouba Zeidan to explain the actual research conducted, some notable highlights, and summarizes the findings pertaining to disruption and upskilling and reskilling. Download and listen now!

Ep. 113: Twyla Verhelst - Building Confidence in an Industry of Introverts

Twyla Verhelst, CPA, Head of FreshBooks Accountant Channel & Leader of the Accounting Professionals Program, joins Count Me In to talk about how the stereotype of the introverted accountant can be broken and what finance and accounting professionals can do to build their confidence as business partners. Many got into the profession because they’d rather dive into numbers than deal with people, and now they’re being asked to embrace new identities as confident, smooth-talking advisors. Twyla knows the struggle — she wasn’t always comfortable in her communication either. Now, she has been recognized as one of the Top 50 Women in Accounting and is known for leading the charge when it comes to advocacy, change, and community in her industry. Download and listen now to hear about the strategies that helped her overcome introversion and find her confidence as a speaker!

BONUS | International Women's Day

International Women's Day is celebrated around the world on March 8th. Created to celebrate social, economic, cultural and political achievements of women, International Women’s Day is encouraging women around the world to #choosetochallenge, because “a challenged world is an alert world”. To recognize this important day, Count Me In's Rouba Zeidan speaks with members of the IMA family’s leadership who weigh in on what it means to operate, manage and even breed an inclusive culture. You will hear from Hanadi Khalife, Senior Director Middle East and India Operations at IMA, Doreen Remmen, CFO at IMA, Alain Mulder, IMA Europe Regional Director, and Nina Michels-Kim, IMA Director of Partnerships for Japan and Korea, as they all share their thoughts and perspectives. #ChooseToChallenge #IWD2021 Download and listen now!

Ep. 112: Miguel Molina - How has Finance become an Accelerator for Change?

Miguel Molina, CFO at Avocados From Mexico, joins Count Me In to talk about how the finance function has become an accelerator for change. Miguel is a bilingual CFO/VP for accounting and finance with expertise in designing and implementing operational strategies. He is a passionate financial leader with unique marketing and sales & distribution perspective. In this episode, Miguel emphasizes the importance of leadership when it comes to change management and explains how financial professionals can seek and obtain buy-in from organizational stakeholders. Download and listen now!

Ep. 111: Serena Wolfe - How do CFO's influence ESG?

Serena Wolfe, CFO of Annaly Capital Management, joins Count Me In to talk about ESG and corporate social responsibility. Ms. Wolfe has over 20 years of experience in accounting, of which 13 years were focused solely in real estate practice. Prior to joining Annaly in December 2019, Ms. Wolfe had served as a Partner at Ernst & Young LLP (“E&Y”) since 2011. In this episode, she addresses how businesses can balance the principles of ESG with return objectives and how CFO's truly influence all 3 letters as organizational leaders. Download and listen now!

BONUS | Alia Moubayed - The Regional Economy because of and Post COVID-19

Alia Moubayed, chief economist for the MENA region at an investment bank based in London, joins Count Me In to talk about the impact of COVID-19 and how the world has changed because of it. As an experienced economist, Alia explains how her role has changed because of the pandemic, the challenges that still remain ahead in the global economy, and what it will take for an economic bounce-back. Download and listen now!

Ep. 110: Mitch Perry - Business Transformation (in the Context of Accounting & Finance)

Mitch Perry, CFO of BlueCross BlueShield of North Carolina, joins Count Me In to talk about business transformation in the context of accounting and finance. Mitch is an experienced executive with a demonstrated history of leading effectively across multiple industries, including health care, energy, and insurance. In this episode, he discusses the basic nature of a business transformation and what it takes to successfully implement, the challenges to expect and how to overcome them, and why internal controls are crucial to effective and sustainable business transformations. Download and listen now!

BONUS | Alan Johnson - Accountants Advancing Diversity, Equity, and Inclusion Across the Profession

Alan Johnson, President of the International Federation of Accountants (IFAC), joins Count Me In to talk with Loreal Jiles, IMA Director of Research, about the importance of taking action to improve diversity, equity, and inclusion (DE&I) in the accounting profession. On the heels of an IMA and CalCPA-sponsored research study supported by IFAC and 13 other organizations, Loreal shares relevant findings from the research study and Alan recounts personal experiences and offers actionable insights on steps accounting and finance professionals can take to play leading roles in DE&I improvement. Download and listen in for inspiration to act now!

Ep. 109: Brian Suthoff - Accountants Driving Data

Brian Suthoff, CEO and co-founder of Tally Street, joins Count Me In to talk about why accounting and finance professionals are well-positioned to drive data across the organization and make strategic decisions to improve the bottom line. Tally Street helps small to mid-sized businesses keep and grow customers via actionable insights automatically generated from sales transactions. Prior to co-founding Tally Street, Brian founded Hub Beverage, the first craft spirits distributor in Massachusetts, and Localytics, where he helped grow the company into the leading mobile engagement solution. In this episode, he discusses the opportunities created by Big Data for accountants, how to harness Big Data in a cost effective way, and trends accounting and finance professionals can seize for future growth. Download and listen now!

Ep. 108: Gary Piscatelli - Business Transformation for Today's Business Leaders

Gary Piscatelli, Senior VP & CFO - North America at Hunter Douglas, joins Count Me In to talk about what business transformation means for today's business leaders. Gary is a results-driven CFO who, in his role, is responsible for Finance, Supply Chain, Payroll, and Information Technology for the North American Region. Prior to taking this role, he served as chief financial officer for Timex Group, as well as 18 years at Gillette Company (now part of Proctor & Gamble) where he finished as Global Business Unit CFO. Throughout his career, he has demonstrated strategic and operational acumen, a profit focus, and a passion for winning. In this episode, Gary talks about the role of the CFO as a leader of change in the organization, the role "digital" plays, and best practices for testing, implementing, and evaluating business transformation. Download and listen now!

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