Displaying episodes 1 - 30 of 174 in total

Ep. 141: Anders Liu-Lindberg - INFLUENCING as a Business Partner

Anders Liu-Lindberg, Partner, COO and CMO of the Business Partnering Institute, joins Count Me In again to share more of his insights into business partnering. In episode 45 of our series, Anders covered exactly what business partnering entails, how to get more time as a business partner, and the development process for ultimately creating an impact for your organization - insights x influence. This time around, Anders specifically discusses the key components of INFLUENCE and explains how finance and accounting professionals can increase their influence with finance leaders. For step-by-step instructions on how to gain influence and hear how it ultimately leads to impact, download and listen to this episode now!

Ep. 140: Dana Pascarella - Staff Development Strategies

Dana Pascarella, VP of Finance at WESCO International, joins Count Me In to talk about staff development. WESCO International, Inc., a publicly traded FORTUNE 500® company headquartered in Pittsburgh, Pennsylvania, is a leading provider of electrical business-to-business distribution, logistics services and supply chain solutions. Dana is a finance executive with extensive accounting, finance and treasury experience, and has expertise in various areas including mergers and acquisitions, debt financings, tax reorganizations, business growth strategy and technology upgrades. For the past year and a half she has been involved in the due diligence, financing and integration of a transformative acquisition, and now the development and execution of strategic initiatives. In this episode, she explains key areas to focus on in developing finance staff, methods and types of trainings for upskilling, and how to create a timeline and map out a plan for successful staff development. Download and listen now!

Ep. 139: Jennifer Booth - 2021 Lease Liabilities

Jennifer Booth, VP of Accounting at LeaseQuery, has nearly 20 years of experience in her field. She spent the majority of her career at EY before joining the LeaseQuery team. After joining LeaseQuery, Jennifer helped implement processes that emphasized training on the new lease accounting guidance and fostered collaboration between the Accounting team and the Product team. Jennifer is a subject matter expert when it comes to the accounting guidance and is aware of the ripple effects of the new lease accounting standards. So, in this episode of Count Me In, she discusses LeaseQuery's 2021 Lease Liabilities Index and how she suggests business companies reach lease accounting compliance. Download and listen now!

Ep. 138: Don Scherer - Leveraging AI to Tackle Tax Changes

Donald Scherer, Founder & Chief Executive Officer of CrossBorder Solutions, one of the fastest growing fintech companies in the world. The company employs AI to help multinational corporations comply with global tax regulations. In this episode, Don explains what tax changes the industry needs to be aware of and discusses exactly what differentiates CrossBorder Solutions from other companies when it comes to implementing solutions. He also addresses the importance of human knowledge, first and foremost, in addition to artificial intelligence. Download and listen now!

BONUS | Celebrating 100,000 CMAs

IMA certified CMA #100,000! Since 1972, IMA has now certified more than 100,000 management accounting professionals, helping them advance their careers and to make a difference within their organizations and communities. To celebrate this milestone, IMA has planned a month-long celebration to promote the impact the CMA has had on the accounting and finance profession. To kick-off the celebration, IMA’s Brand Content and Storytelling manager, Margaret Michaels, spoke with IMA’s Senior Vice President of Certifications, Exams, and Content Integration, Dennis Whitney, about the state of the management accounting profession and the trends impacting its future. Congratulations to all the CMAs! Congratulations to IMA! Download and listen to the milestone bonus episode now!

Ep. 137: Demetrios Frangiskatos - SPAC Market and Considerations

Demetrios Frangiskatos, CPA, Co-Leader of BDO’s SPAC (Special-Purpose Acquisition Company) Assurance practice, joins Count Me In to talk about what companies need to know when it comes to SPAC-associated risks and considerations. Demetrios specializes in mergers and acquisitions, initial public offerings, internal controls and reporting audits, and all aspects of SEC reporting. His background includes engagements both domestic and international, ranging from emerging-growth to Fortune 500 companies. In this episode, you will hear about factors that are currently driving SPAC activity, what the implications are, and the outlook for the rest of 2021 into 2022. Download and listen now!

Ep. 136: David Shar - Managing Burnout

David Shar, founder of Illuminate PMC and creator of the FTF Burnout-Proof Culture Model, joins Count Me In to talk about business culture and how to manage burnout. David has decades of leadership experience coupled with advanced degrees and research experience in Industrial / Organizational Psychology (Business Psychology) and is a keynote speaker, consultant, and trainer specializing in helping organizations improve their leadership and culture, combat burnout, and design meaningful work. In this episode, he helps define burnout, discusses how the global pandemic impacted business culture and individuals in the workplace, and offers insight into how everyone can manage burnout.

Ep. 135: James Burton - Crisis can lead to Opportunity

James Burton, Chief Growth Officer at Personal Capital, is a 30-year veteran of the financial industry. he’s held executive and C-level positions at some of the most respected financial institutions in the world. Now he’s come out of retirement to step into a role that was too exciting to resist — chief growth officer at fintech trailblazer Personal Capital. Winston Churchill once said, "“Never let a good crisis go to waste.” And James has adopted this as his mantra. In this episode, hear how he and his company helped clients navigate the COVID-19 crisis, how this wisdom applies to regular business fluctuation, and how crisis (no matter how big or small) can lead to great opportunity. Download and listen now!

Ep. 134: Karri Callahan - Preparing Finance Leaders for Success

Karri Callahan, CFO at global real estate company RE/MAX, joins Count Me In to share some tips and strategies for CFOs and Finance leaders to prepare themselves for the demands of today's business environment. Karri oversees all finance, accounting, tax, treasury, investor relations, legal, compliance and risk management functions at RE/MAX Holdings, Inc. and its affiliated companies, including RE/MAX, LLC and Motto Franchising, LLC. As part of the executive leadership team, She plays a key role in the development and execution of major strategic initiatives. In this episode, she explains how aspiring leaders can position themselves to share strategic insights, how to upskill with technology, and how to build inclusive environments. Download and listen now!

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!

©Copyright 2021 Institute of Management Accountants. All rights reserved.