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!