Hanadi Khalife, Senior Director of Middle East-Africa & India Operations at IMA, joins Count Me In to talk about COVID-19 in the region and discusses the internal and external developments being implemented to safeguard human life and business continuity. In this episode, Adam also welcomes a new co-host to Count Me In, Rouba Zeidan! Rouba is the Communications Manager for the Middle East and India in IMA's Dubai office and she conducts an engaging and informative interview with Hanadi about all these timely issues. From addressing the challenging business decisions needing to be made to the positive advice for all business leaders, Rouba and Hanadi give great perspective and insight into how IMA and the region is handling this global crisis. Download and listen now!
Richard Starkey, Managing Partner of CronosNow, joins Count Me In again as the first returning guest of the series. In his first episode, Richard talked about his background and some of his personal experiences to explain why accounting and finance skills are so important to entrepreneurship and running a business. In this episode, Richard talks more about what he has learned over the past year and his shift in business mindset. CronosNow is now about Shopify Accountants and Richard is managing the business as a digital nomad. He tells us the benefits and challenges of this lifestyle and how this decision impacts his business and clients. Richard Starkey is someone who has interest in a number of startups, some successful and some what he refers to as "great life lessons along with some humble pie", and being a digital nomad is just the next step. Download and listen now!
Wendy Tietz, Ph.D., CMA, CSCA, CPA, is a professor in the Department of Accounting in the College of Business Administration at Kent State University, where she teaches financial accounting and managerial accounting. She teaches in a variety of formats, including large face to face, hybrid synchronous web-based, and asynchronous web-based. She authors a blog, Accounting in the Headlines, which has real-world news stories and resources for use in the introductory accounting classroom. Wendy has been published in several accounting journals and is the co-author of two accounting textbooks (Managerial Accounting, Braun & Tietz, 2017, 5th ed, Pearson Education and Financial Accounting, Thomas, Tietz & Harrison, 2018, 12th ed, Pearson Education). She has won numerous teaching awards at the college, university, and national levels and remains involved in IMA at the local, state, and global level, as well as serving as a member of AAA, AICPA, and Ohio Society of CPAs. Wendy is extremely passionate about introductory accounting education, social media, engagement, and educational technology. All these passions have been combined in today's business environment as she, like many others, has been forced to teach exclusively online and incorporate different social media and engagement strategies through educational technology to continue with her accounting curriculum. To learn from Wendy's experiences and hear some practical steps for leading online learning, download and listen to this episode now!
Heather Fletcher, GG, AJP, has a diverse background in Gemology, training, writing, creating, volunteering, and yoga. She has expertise in Colored Diamond Grading and runs a successful Etsy store of her own creations. She is currently the Candidate Manager for Mission Recruiting, LLC, where she has been working remotely since before it was necessary to do so across the globe. In this podcast, Heather joins Count Me in to share her insights into how one can stay sane and productive in this new frontier of required remote working! As IMA continues to offer various resources to help accounting and finance professionals further their careers, Count Me In further contributes with its bonus episodes focusing on excelling in this new business environment. Download and listen to Heather now so you can adapt some of her quick tips to becoming a more productive remote worker!
Peter Margaritis, CPA, CSP, is a keynote speaker, improv virtuoso, podcaster, and the author of “Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life” and “Taking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.” In this episode of Count Me In, Peter talks about why FASB needs to make changes to better enable accountants to speak the 'foreign language'. He explains how that idea and storytelling relates to 'taking the numb out of numbers', a reference to his recent book. Peter has a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. Peter has worked for companies such as Price Waterhouse, C&S National Bank, Ohio Dominican University, and Victoria Secret Catalogue, (not as a model). Peter has earned the highest credential of Certified Speaking Professional (CSP) from the National Speakers Association and he is one of only 12 CSPs & CPAs in the Association. Peter is a past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council. He talks about his public accounting experience and how the role has shifted to require new skills in today's accounting world. Want to know why accounting standards need to change? Interested in hearing how to make numbers less numbing? This is a highly engaging episode that covers it all. Download and listen now!
BONUS | Working Remotely? | Jordan Hirsch - Tips for Working Remotely from an Experienced Remote Worker
Jordan Hirsch helps people and organizations say "yes, and" to change. He is the Director of Innovation at Phase2, a digital experience agency, where he works remotely from Brooklyn, NY. As a long-time improv actor and teacher with decades of experience in web development and digital strategy, Jordan uses improv tools and concepts to infuse digital transformation projects with playful and powerful experiences that help teams unleash their potential and get excited about their future. He's been working remotely for over a decade and is excited to share what he's learned in that time to help other people say "yes, and" to this moment. We are thankful Jordan joined us on Count Me In to share his perspective on remote work and provide some practical tips for our accounting and finance professionals to be more effective. Looking to improve your productivity while working from home? Download and listen to this episode now!
Alessia Falsarone, SASB FSA is a Managing Director in the Global Fixed Income team at PineBridge Investments in New York, a private, global asset manager focused on active, high-conviction investing. As Head of Sustainable Investing and Chair of the firm’s Corporate Responsibility Steering Committee, she brings an integrated portfolio management lens to the investigation of the Environmental, Social and Governance practices of global organizations that access developed credit markets. Previously, Ms. Falsarone served as Vice President of Global Investments in the office of the CIO at Citigroup, and as a quantitative strategist on Citigroup's institutional research desk in San Francisco. She started her career as an investment banker with Credit Suisse. Additionally, Ms. Falsarone is a Governance Fellow of the National Association of Corporate Directors and an active member of several technical expert groups including the Standards Advisory Group of the Sustainability Accounting Standards Board (SASB), the Advisory Council of the Green and Social Bonds Principles, and the UN PRI Advisory Committee on ESG in Credit Risk and Ratings. With all this experience, Alessia talks to us here at Count Me In about all things relating to ESG data and integrated reporting, with a focus on how technology has influenced stakeholder decisions in this area. Upon the completion of this episode, you will certainly understand why Alessia refers to 2020 as the year of ESG data!
Efrain Rivera, Senior VP, CFO & Treasurer at Paychex, joined Adam here on Count Me In to talk about how the recent technology trends have impacted the job he and his team are required to do as an outsources service provider of human resources, payroll, and benefits. Efrain joined Paychex in June 2011 after serving as Corporate VP and CFO at Bausch & Lomb, a global eye health company. During his time at Bausch & Lomb, Rivera held several senior management positions, with responsibilities ranging from managing the company’s commercial operations in Latin America and Canada, to leading finance for Bausch & Lomb’s global vision care division, to overseeing the firm’s treasury operations, including management of a $600 million investment portfolio. Rivera holds a Doctor of Management degree, Master of Business Administration, and a Juris Doctor degree. Tune in now to hear this established executive talk about the shift in services in today's digital age!
Rachel Druckenmiller, MS, Founder & CEO of UNMUTED, is a keynote speaker who teaches high-performing leaders how to strengthen their soft skills and self care so they can be more effective. Rachel joined Count Me In to talk specifically about how individuals can invest in themselves to improve their overall well-being and enhance performance. She focuses on self-care and self-leadership, highlighting why it is important for professionals--particularly in accounting and finance--to stay true to themselves and avoid the dreaded burnout. Download and listen now!
Mike Wallace, Partner at ERM: Environmental Resources Management, joins Count Me In to talk about all things relating to ESG. Mike previously spoke with IMA around the Global Reporting Initiative (GRI) in 2011 and was able to provide insight into some changes that relate to ESG data and integrated reporting. With so much data now available, businesses and investors are very interested in particular metrics that represent an aptitude for managing their money and their firms responsibly. Mike is an internationally recognized expert in sustainability, ESG, and human capital, and brings this global knowledge to IMA once again to provide advice and insight into the development and implementation of sustainability. He has helped launch a range of sustainability programs inside existing organizations, helped create new initiatives, and helped organizations expand into new markets and, in this episode, he speaks specifically to those in accounting and finance of small and medium sized businesses. Listen now to hear about how your business can measure its reporting and performance with all the tools and resources available in today's industry!
Kelly Paxton, CFE, Principal at K Paxton LLC, is a fraud consultant and professional speaker. She spoke at IMA's Annual Conference and Expo (ACE) in June 2019. For her presentation, Kelly talked about Pink Collar Crime. Following the presentation, she agreed to speak with IMA's Manager of Brand Content and Storytelling, Margaret Michaels. Kelly Kelly Paxton is a Pink Collar crime expert, Private Investigator, and Professional Speaker . Embezzlement by trusted employees, workplace investigations, background investigations of employees, due diligence, open source intelligence, and civil matters involving litigation support are all types of cases she has experience with. In this bonus episode, we will hear Margaret's interview with Kelly and learn more about Pink Collar Crime. After listening to the episode, please visit the Show Notes for valuable resources from Kelly, as well as more information regarding IMA's 2020 Annual Conference.
Dr. Kelly Richmond Pope is an Associate Professor in the School of Accountancy and Management Information Systems at DePaul University in Chicago, Illinois where she teaches financial, managerial and forensic accounting. Kelly’s research on organizational misconduct culminated into directing and producing the award-winning documentary, All the Queen’s Horses, in 2017 which streamed on Netflix from July 2018-2019. In 2018, Pope became a TED speaker with her impactful and timely TED Talk entitled ‘How whistle-blowers shape history.’ Her research has been published in the Behavioral Research in Accounting, Auditing: A Journal of Theory & Practice, Journal of Business Ethics, The CPA Journal and WebCPA. She holds a Ph.D. in accounting from Virginia Tech and is a licensed CPA. In this episode of Count Me In, Kelly summarizes all her above experiences and shares an insightful perspective on how accounting, and accounting education, can effectively combine her passions for fraud, film, and lifelong learning. Her general curiosity and involvement in various topics enables her to peak the interest of and engage her students on a regular basis. To hear about how you may be able to weave your passions together and enhance your learning in the area of accounting, download and listen to this episode now! peak
Blake Oliver, CPA, Executive Producer and Co-host of the Cloud Accounting podcast, and Director of Marketing at Jirav, joins Count Me In to talk about technology trends in accounting. Blake is recognized by Accounting Today as one of the top 100 most influential people in the industry and has also been named "40 under 40" in the accounting profession by CPA Practice Advisor. He's an entrepreneurial accountant and writer specializing in cloud accounting technology, automation, and the future of the profession. As an example, in 2012, Blake founded Cloudsourced Accounting, an online accounting services firm with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting technology, which enabled Blake’s staff and clients to collaborate 100% remotely. There are a lot of thought provoking questions and excellent insights in this episode, so stay tuned and listen now!
BONUS | Ep. 10: Rhondalynn Korolak - It's Not About What You Know, It's About What You Can Move Your Client to Do.
Rhondalynn Korolak is the Managing Director of two different companies in Melbourne, Australia. She developed SHIFT™, a teaching methodology - a five step strategy you can use to make the SHIFT™ to advisory, quickly and easily, with Businest, a tech solution app. She also teaches accountants, through Imagineering Now, how to put strategies in place to grow their practices, deliver value and impact for their entrepreneurial clients, & ensure that their clients would never think of going elsewhere! This episode of Count Me In is continuation of her discussion with Adam. Part 1 in Episode 10 talks a lot about the skills and strategies needed to thrive in accounting and business. Part 2 here focuses a lot on what Rhondalynn did to evolve her own career during the evolution of the accounting industry. She talks a lot about here "aha" moments and how that helped her adapt and succeed. The episode concludes with Rhondalynn offering some advice to our listeners as she explains her perspective on the future of the accounting and finance industry. Listen now!
Katie Thomas, CPA, Founder and Owner of Leaders Online LLC, is a digital marketing strategist and content creation expert who helps financial services and other businesses implement the right marketing strategies to reach their target audiences. Katie is a national speaker who captivates the attention of her listeners and shares strategies so her clients can do the same to cultivate genuine relationships. In this episode of Count Me In, Katie talks about how technology has changed the landscape of the accounting industry-not just how it has changed roles, but also the way in which finance and accounting professionals collaborate, enhance the quality of their work, and increase efficiencies. She further explains "what gets measured can be fixed", and that applies to creating stronger content and sustainable brands. Katie worked for two of the largest public accounting firms in the world and graduated as valedictorian and summa cum laude from the University of Kansas with bachelor's and master's degrees in accounting. She is now using all this experience and knowledge to put forth digital marketing efforts and lead firms through their digital transformations to grow their businesses. Leave us a review and let us know your thoughts on Katie's insights!
Reed McLaurin Handley is a Senior Vice President at Bliss Integrated Communication responsible for helping financial institutions and professional services firms manage digital transformation and leverage data to tell insightful stories to B2B and B2C audiences. Reed advises C-Suite executives and marketing communications teams on thought leadership and creative communication strategies, while leading the execution of integrated programs for both incumbent brands and industry disruptors. Prior to joining Bliss in 2014, she established the communications and operations functions at Pave, a peer-to-peer start-up aimed at democratizing access to capital for millennials. Reed joined Count Me In to talk about the needs of finance and accounting professionals in today's digital age from a marketing and public relations perspective. She explains exactly how her role has changed over the years, what financial services organizations and teams expect as far as communication and data because of this evolution in the industry, and what it takes to succeed in a highly competitive business environment. Download and listen now!
MaryBeth Hyland, Founder of SparkVision, knows that extraordinary success is rooted in the vision, values, and culture crafted by purpose-driven leaders and their tribe. With over 12 years of experience, built on knowledge from a BA in Social Work and MS in Nonprofit Management, she’s known for her ability to create movements across generations. As a certified mediator, mindfulness instructor, and values expert MaryBeth engages people all over the world with her authentic style to illuminate and empower people to own their role in crafting culture every day. These messages are clearly highlighted as MaryBeth joins Count Me In to suggest various strategies for implementing and leading through desired organizational cultures. Download, listen, rate, and review now!
Lawrence Serven is an internationally recognized authority on enterprise performance management (EPM). He is the founder and former CEO of XLerant, Inc., a leading EPM software company. He is also the author of Value Planning: The New Approach to Building Value Every Day (J. Wiley & Sons) that earned the endorsement of the CEO of Pfizer, the CFO of Walmart and other industry leaders. Lawrence’s work has been profiled in the New York Times and The Harvard Business Review. Lawrence has also contributed articles to The Harvard Management Update, The Journal of Corporate Accounting & Finance, CFO Magazine, Strategic Finance, BPM Magazine and other industry leading publications. We are grateful and thankful Larry was able to join Count Me In to share his insight and expertise as it relates particularly to strategy execution and creating long-term value within the organization. This episode highlights many great explanations and a brief case study to effectively explain the importance of aligning strategy with the various functions of a business. Download and listen now!
Anders Liu-Lindberg, co-founder, COO and CMO of the Business Partnering Institute, comes to Count Me In to share his insights into business partnering. Anders has ten years of experience as a business partner at global transport and logistics company Maersk. He’s a long-time blogger and co-author of the book “Create Value as a Finance Business Partner” (link in show notes). His conversation covers 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. To learn the steps necessary to become a business partner and be better prepared for future changes in the industry, download and listen now!
Sarah Elliott, PCC, CPA, and Co-Founder of Intend2Lead, joins Count Me In to talk about her accounting background, her interest and desire to start and run her own business, and how her accounting skills enabled her to efficiently and effectively run her businesses. Sarah believes the future of the accounting profession depends on our capacity to love. Through one-to-one coaching, group learning, and innovation labs, she helps CPAs access the possibility dimension: the place where fear is no longer the enemy. Prior to founding Intend2Lead, Sarah consistently balanced client service, firm management and industry leadership throughout her 14-year career as a practicing CPA. She spent ten years at PwC, where she performed a two-year rotation in their National Office. Sarah is an author, speaker and instructor on coaching and leadership development and an advocate for women in the CPA profession. In 2019, she was recognized by Practice Ignition as one of the Top 50 Women in Accounting. In 2017, 2018 and 2019, she was recognized by AICPA and CPA Practice Advisor as one of the Most Powerful Women in Accounting. Sarah has excellent insight and perspective on the importance of leadership and communication in the accounting profession, so download, listen, rate, and review now!
Hiten Keshave, CA(SA), MBA, CFO of PRP Solutions, joins Count Me In to talk about the mindset of and opportunities available to today's finance leaders. Hiten has a broad-based background including skill sets in leadership, finance, commercials and entrepreneurship, with a proven track record of starting 3 successful businesses and implementing successful turnaround solutions and strategies at these 3 organizations, getting them to sustainable growth levels. His passion for (and implementation of) Bottom Up Leadership and Mindshift Leadership distinguishes him as an individual and disruptive leader. His guidance, mentoring and training to businesses and individuals, resonates in the success stories of individuals under his leadership. Hiten’s motto in life is “Impacting peoples lives and businesses positively for future sustainability”. This episode covers all of Hiten's perspectives and outlines the job creator capabilities of AI/RPA, who a disruptive leader is and what they do, and how to measure all this success. Download, listen, rate, and review now!
Each October, IMA offers a small group of select young professionals (under age 33) a first-hand look into the inner workings of our Global Board of Directors and committees. Winners of the Young Professional Leadership Experience have the unique opportunity to attend the Board and committee meetings, meet staff and volunteer leaders, contribute ideas, and gain valuable leadership experience. Over the last few months, we, at Count Me In, held conversations with previous YP Leadership Experience winners. We selected snippets of each conversation to tell the story about what a Young Professional's background looks like, what skills they've recognized as most valuable early in their careers, what leadership in accounting looks like, and what advice they have for future students or Young Professionals. Our guests, in order, are Jayada Samudra, CMA (Finance and Operations Coordinator), Izz Ansari, CMA (Assistant Manager, KPMG Advisory), Tiffany Larsen, CMA (Finance/Accounting Analyst), and Hari Ramasubramanian, CMA (Doctoral student at Michigan State University). Additional information about IMA's Young Professional Leadership Experience can be found in the show notes. Listen now!
Robert Koechig, President at TEG IQ, is a proven business leader, with over 10 years of executive roles in both operations and technology. He uses his skill set to solve business challenges with a combination of technology and human capital. He enables companies to unlock value from business intelligence, using real-time reporting, data visualization, and dashboard tools. Through these tools, business owners are able to view and understand their business’ performance quickly. In addition, he helps companies identify, improve, and streamline complex work processes. In this episode of Count Me In, we call on Robert's expertise and ask him to explain particular areas of emphasis when it comes to data analytics and business intelligence--especially those aspects that are often overlooked--as he and others at TEG IQ strive to assist companies in the management of data and insights. Download to listen now!
Ivailo Sokolv, CMA, MBA, Data Office Division Co-Lead at BAWAG P.S.K. in Austria, joins Count Me In to talk about data engineering and how it fits into accounting and finance. With current responsibilities pertaining to data engineering, project governance, and cloud software development, Ivo is able to explain how data flows through an organization and how the finance function can enhance their skills to better take advantage of the opportunities in front of them through data engineering. Potential impacts on forecasts and analyzing financials, this advanced skillset is highly beneficial to those in the management accounting world today. To learn more about data across an organization and why accountants should care about data engineering, download this episode and let Ivo Sokolov explain it to you!
Loreal Jiles is RPA Product Owner of BP’s Upstream Finance organization leading the Robotic Process Automation (RPA) program globally. Loreal plays a critical part in designing and executing a digital upskilling agenda, fostering ideation and leading implementation of RPA and Artificial Intelligence. Prior to this position, Loreal held a host of finance, accounting, transformation and change management roles across the Upstream, Corporate & Functions and Integrated Supply and Trading segments in nearly 15 years at BP. RPA is still a mystery to many, and today’s accountants may wonder how it will affect their roles in their organization. In today’s episode of Count Me In, Loreal shares this cross-functional expertise and discusses the practicality of RPA and robots in accounting. As part of the conversation, Loreal simplifies and explains many RPA terms while sharing her personal experiences and predictions. If you're interested in better understanding how real RPA is for accounting and finance professionals, download and listen to this episode now!
January is National Mentoring Month and IMA would like to recognize a few of our members and their contributions to their respective mentoring relationships. Olya Kovnatska, Manager of Financial Planning & Analysis at United Rentals in Stamford, CT, is an active IMA member who is passionate about mentoring. In this episode, she starts off our conversation by explaining the basic benefits of mentoring for the mentor and the mentee. Throughout the episode, Olya is joined by two finance individuals who are equally as passionate about mentoring--Anthony Sperduti, Manager of Financial Planning & Analysis at United Rentals in Stamford, CT, and Tatyana Corban, Principal Consultant from Portland, OR. This is a great high-level episode for those who may be interested in finding a mentor or simply curious about how practical it is to work with a mentor. Olya talks about the organizational benefits such a relationship can have, as well, and some general points about working with others. Download, listen, rate, and review now!