Displaying episodes 1 - 30 of 200 in total

Ep. 166: Liv Watson and David Wray - Digitizing Sustainability Information: It Takes a Village

Liv Watson, Managing Director of Adviseers SAS, Impact Management Project, and Chair of EFRAG’s Digitization Workstream, and David Wray, President of the DFCG International Group and Finance Executive in a Fortune 50 Multinational, rejoin Count Me In to discuss digitizing sustainability information. Liv and David recently shared their perspective on A Proposal for the Digital Transformation of Sustainability Information in a COP26 sponsored side-event bringing together attendees from around the world from policy makers, standard setters, regulators to preparers, NGOs and funders to leverage the worldwide momentum for climate change and sustainable economies. In this podcast episode, they share with us their view on what the profession can do to accelerate this transformation, and more specifically how management accountants can support their organizations in managing the data lifecycle of sustainability information, from cradle to grave! Download and listen now!

Ep. 165: David Wray and Lynda Kitamura - Talent Development and Learning

David Wray, President of the DFCG International Group and Author, and Lynda Hawton Kitamura, Chief Financial Officer of Electronic Products Recycling Association (EPRA) and Chair at the Board of Governors at Wilfrid Laurier University, join Count Me In to talk about a better way to learn the critical personal and business skills accounting and finance professionals need. A Harvard Business Review study concluded that the more than $357 billion spent annually on Learning & Development did not achieve the desired return on investment as only 1 in 10 use the learned skills and 1 in 4 believe training improved their performance. David and Lynda each discuss traditional learning approaches, what they have experienced to improve on traditional learning approaches, and what skills management accountants should focus on to accelerate their learning and talent development to future themselves. Download and listen now!

Ep. 164: Gordon Van Wechel - Growth Strategies for Professional Practices

Gordon Van Wechel, Founder and President at the Alchemy Consulting Group, joins Count Me In to talk about a few key business growth strategies for a professional practice. Gordon is a Business Marketing Strategist, a Business Transitions Specialist, and Certified Value Builder who is a speaker and has authored nine books. In this episode, Gordon shares his expertise in the area of having an agency work for a professional practice and the value they can bring in terms of marketing and advertising. Download and listen now!

Ep. 163: Stacey Ashley - High-Performance Leadership

Stacey Ashley, leadership expert, speaker, author, coach, and consultant, joins Count Me In to talk about high-performance leadership. Stacey has over 30 years’ experience and has helped thousands to develop their leadership competence, confidence, and credibility. She was named to LinkedIn's Top Voices in 2018, earned Four International Stevie Awards (including Coach of the year 2019), and was nominated for Telstra Business & Womens Awards 9 times (including 2020), among many other awards and recognition. She is passionate about elevating the practice of leadership and, in this episode, talks about what it takes to develop the right mindset, resilience, and accountability. Download and listen now!

Ep. 162: James Petrossi - Organizational Consciousness (and Individual Wellness)

James Petrossi, President of PTNL, author of Know Your True Self: The Formula to Raise Human Consciousness, and advocate for humanity, joins Count Me In to discuss what he describes as "organizational consciousness" and how it leads to increased wellness and individual purpose. His insights into the human experience have been used for the past 25+ years to develop marketing, sales, and coaching strategies for Fortune 100 and emerging growth and organizations. James founded PTNL with the vision of creating a more consciously connected world. In this episode, he discusses why employees are feeling unfulfilled in today's working environment and what firms and individuals can do to help avoid this burnout. James is passionate about helping organizations realize their potential by implementing holistic, proactive approaches to improving company culture. Download and listen now!

Ep. 161: Omar Choucair - M&A Operations

Omar Choucair, CFO at Trintech, joins Count Me In to talk about why and how corporate merger and acquisition (M&A) operations are falling short in today's competitive business landscape. Omar is a senior level financial executive with broad experience in corporate finance, accounting, corporate governance, and FP&A management skills. In this episode, he is able to discuss the specific challenges firms are facing and how to overcome them. He also addresses related trends and what he expects in the future. Download and listen now!

Ep. 160: Katie Thomas - Finding, Connecting, and Developing Relationships with Key Stakeholders

Katie Thomas, CPA, Owner of Leaders Online, helps executives become thought leaders online so they can increase their influence, impact, and income. In this episode, she joins Count Me In to talk about how finance and accounting professionals can find, connect, and develop relationships with key stakeholders, inside and outside of the organization, to increase their influence and add value to their companies. Katie discusses the value of online presence, scaling their approach to stand out more, and the way individuals can identify key stakeholders. Download and listen now!

Ep. 159: Jamie Gregory - Strategic Initiative for Cost Saving and Revenue Growth

Jamie Greogy, CFO at Synovus, joins Count Me In to talk about Synovus Forward, a revenue generating and expense saving initiative that began in late 2019 with the goal of achieving top quartile performance and an annual $175 million pre-tax run-rate benefit by 2022, as well as best-in-class experience for clients, employees and shareholders. The purpose of the conversation is to highlight the importance of strategic thinking and innovative initiatives to help companies navigate tough economic environments. Leading through and adapting to change can be difficult, so Jamie discusses the value of being agile and innovative to guide teams through times of uncertainty. Download and listen now!

Ep. 158: Dawn Emling and Tjeerd Krumpelman with Shari Littan - Management Perspective on Sustainable Business Information and Reporting

Dawn Emling, Head of Sustainability Initiatives for the Lincoln Financial Group, and Tjeerd Krumpelman, Global head of advisory, reporting & engagement / Group Sustainability at ABN AMRO Bank N.V., join Count Me In with moderator Shari Littan, IMA's Director of Corporate Reporting Research & Thought-Leadership, to discuss a management perspective on sustainable business information and reporting. In this episode, our panel covers the CFO team and their role in sustainable business activities, preparer burdens around demands for ESG information, and the value of technology to streamline the process. The goal is to offer management actionability on sustainable business information and how to make ESG meaningful for nonpublic companies. Download and listen now!

Ep. 157: Wes Saber - Serving as a Co-pilot for the Business Transformation Journey

Wes Saber, CFO for HARIBO of America, joins Count Me In to talk about the popular topic of business transformation. Wes has been an international leader in innovative management philosophy and business development for more than 22 years. His expertise in developing global enterprises has led him to his current role as Executive Vice President and Chief Financial Officer for HARIBO of America, producer of the #1 gummi in the U.S. He spearheaded the development of the $242M investment to build HARIBO’s first-ever U.S. factory, projected to create hundreds of career opportunities in the first phase build-out. In this episode, Wes talks about why business transformation is such a popular topic, his experience with transformations and the specific role(s) the finance team played, and how finance leaders can manage change and promote teamwork and adaptability. Download and listen now!

Ep. 156: Dr. Sean Stein Smith - Cryptoassets, NFTs, and DeFI

Dr. Sean Stein Smitha, CMA, CPA, CGMA, CFE, Assistant Professor at Lehman College, joins Count Me In for another episode relating to blockchain technology and cryptoassets. In this episode, Sean talks about the report from President's Working Group on Financial Markets on stablecoins, the ups and downs of NFTs, and the goal of decentralized finance. Dr. Sean Stein Smith is an award winning researcher, professor, entrepreneur, and enthusiast for blockchain, cryptoassets, and the impact on emerging technologies. He is a Forbes.com Contributor on crypto and blockchain, named to Accounting Today's Top 100 Most Influential People in Accounting, and is also the Founder of the Institute for Blockchain & Cryptoasset Research. Download and listen now to hear his perspective on some of the recent newsworthy reports and information and his view on the implications these recommendations will have on the global landscape of cryptoassets.

Ep. 155: Jennifer Wolfenbarger - A Complete Look at Business Transformation

Jennifer Wolfenbarger, CMA, Vice President of Finance at Owens Corning, joins Count Me In to talk about business transformation. Business transformation is a term we often hear in finance and accounting, but there are numerous perspectives on the topic. Jennifer is a success driven, high impact and commercially astute executive that has a history of driving value creation, excelling in dynamic, fast paced and demanding environments and one who has a passion for driving continuous improvement. So, in this episode, she discusses her view on transformation, the finance function's role, various benchmarks to consider, and the value of change management. Download and listen now!

Ep. 154: Michael Burdick - The Future of Finance via the Freelance Economy

Michael Burdick, Founder, Chief Strategy Officer & Interim CFO at Paro, joins Count Me In to talk about how he is reimagining the finance and accounting industry via the freelance economy. Paro provides flexible finance and accounting solutions to businesses via their network of highly vetted freelance experts. Through a proprietary AI-powered platform, Paro precisely matches clients with the best-fit experts to solve problems and drive growth. As many discuss the "future of work" or the "future of finance", Michael highlights the value of "freedom of choice" in the freelance economy, empowering more individuals to make a greater impact and solve more problems. To learn more, download and listen now!

Ep. 153: Heather Polivka - Leading Hybrid & Remote Teams

Heather Polivka, Owner of HeatherP Solutions, is a trusted advisor, change agent, and speaker focused on working with progressive leaders of small and mid-sized businesses to accelerate revenue growth by creating work environments where people thrive. With the changing work environment over the last year and a half, remote and hybrid teams have proven to be very beneficial for many businesses, teams, and individuals. In this episode, Heather discusses what those benefits are and addresses the necessary changes leaders need to make in order to adapt their styles and overcome any lingering challenges associate with a dispersed workforce. Download and listen now!

Ep. 152: Nishant Nair - Modernizing Legacy Systems

Nishant Nair, CEO and Founder of RecVue, an enterprise-grade recurring billing and revenue management platform, joins Count Me In to talk about the value and importance of modernizing your legacy systems and streamlining your corporate structure. Nishant has spent 20+ years helping companies embrace quote-to-cash, subscription, and consumption-based processes and technologies to drive business growth. He has strong experience in leading business process and systems transformation at high growth, global companies including LinkedIn, Yelp, Pinterest, Dropbox, Lumosity, Equinix, Fujitsu, Walmart.com, Openwave, and Laserscope. Nishant is also a frequent speaker at leading industry events and a valued contributor to the Forbes Technology Council. In this episode, Nishant speaks with the IMA team about implementing new financial systems, trends in the financial services industry, and how these modernizations will ultimately lead to newer innovations. Download and listen now!

Ep. 151: Hema Vyas - Passionate and Emotional Leadership

Hema Vyas, The Omnipreneurial Psychologist™, joins Count Me In to talk about the significance of heart, passion, and emotion when it comes to leadership and building high-performance teams. Hema is a corporate wellness and life leadership mentor, a keynote speaker, a facilitator and author, a human capital strategist, a philanthropist, and a positive impact investor. As an established expert and consultant in all matters related to heart intelligence, Ayurveda, spirituality, and conscious living, she users her almost 30 years of expertise to develop concepts such as Omnipreneurship, which speaks to the heart of her approach to business development. Hema provides individual, group, and corporate services with a personal touch. Her goal is to guide clients, those from CEOs to Creatives, towards Heart Wisdom & Prosperity that is good for people and our planet. Here, she discusses matters including the heart, passion, trust, and leadership to build high-performance teams. Download and listen now!

Ep. 150: Mfon Akpan - Social Media ROI for Finance and Accounting

Mfon Akpan is an assistant professor of accounting at Methodist University. He has a passion for emerging technologies and is an expert in virtual reality technology. He researches new technologies and educational methods to offer students a current, effective, and relative teaching experience. In this episode of Count Me In, Mfon discusses the value of social media and its implications for accounting and finance professionals. Download and listen now!

Ep. 149: Kevin Au - Accounting in 2025 and Beyond

Kevin Au, Senior Director, Product Marketing at Bill.com, joins Count Me In to talk about the changes to the roles and responsibilities of accountants. Kevin currently leads a team of product and customer marketers to grow Bill.com's largest revenue-generating Accountant and Wealth Management segments and Payments products. He has over 15 years of experience working in the high-tech and financial services industries around product marketing, product development, customer experience, product/business operations, and corporate strategy. The last 18+ months have presented tremendous learning and growth opportunities for accountants and businesses, and Kevin joins us to discuss which of those changes are likely to stay as well as what else is to come by 2025 and beyond. Download and listen now!

Ep. 148: Gregory Kogan - Self-service Analytics

Gregory Kogan, CPA, joins Count Me In to talk about the value and importance of self-service analytics. Greg is a professor of practice in accounting at Long Island University focusing on teaching undergraduate and graduate courses in accounting and finance. He received his MBA from Rutgers Business School in Accounting and a Bachelors in Science in Computer Science from Rutgers University. He is also currently pursuing his Doctorate in Business Administration at the University of Scranton with the research focus of data analytics in accounting. In this episode, you will hear Greg talk about what is driving the accelerated pace of analytics adoption, how organizations can and should focus on self-service tooling for their analytics, and how data governance continues to play a role. Download and listen now!

Ep. 147: Jason Whitley - CFOs as Effective Business Partners

Jason Whitley, Chief Financial Officer at PHI Inc., joins Count Me In to talk about how CFOs can become effective business partners. Jason has served as CFO of PHI Group, Inc. a global provider of helicopter transportation and technical services for the Oil and Gas and Air Medical industries since June 2020. He has a broad and diverse background as a financial executive with over 30 years of global industry experience. Prior to joining the company, he served as Vice President of Finance with Arcosa leading the finance organization for the Energy Equipment Segment. Prior to Arcosa, he spent twelve years in multiple senior finance positions including divisional CFO at Siemens and Dresser-Rand. He began his career in finance at Procter and Gamble and later at Motorola. In this episode, Jason discusses the crucial skills finance leaders need to be effective business partners, how to develop those skills, and why CFOs are so valuable in building their organizations for sustainable success. Download and listen now!

BONUS | Global Ethics Day 2021

Russell Porter, CMA, CFM, CSCA, CFO and Senior Vice President, Strategy, Technology and Analytics at IMA, joins Count Me In as IMA celebrates Global Ethics Day. This year, October 20 is Global Ethics Day, a day created by the Carnegie Council for Ethics in International Affairs. The day is an annual moment to empower ethics through the actions of individuals and organizations. It takes place annually on the third Wednesday of every October. Ethics lies at the heart of the management accounting profession and IMA considers ethics to be foundational to its work and core values. For this special Count Me In podcast in honor of this day, we are delighted to have IMA’s CFO, Russell Porter, discuss why ethics is so important to management accounting and financial oversight of organizations. IMA’s Manager of Brand Content and Storytelling, Margaret Michaels, will ask Russ to share his experiences working in management accounting profession, some of the ethical dilemmas that can arise, and how he learned to navigate questions around ethics to steer the organizations he has worked for in the right direction. He will also provide information on IMA resources that are available to members who want to learn more about navigating ethics. Download and listen now!

Ep. 146: Patti Humble - Developing Others Starts With Me!

Patti Humble, Chief Accounting Officer of United Parcel Service (UPS) headquartered in Atlanta, Georgia, joins Count Me In to talk about the value of knowing yourself and the impact it can have as a leader seeking to develop others. Patti is the direct advisor to the Chief Financial Officer on SEC reporting, M&A, global record to report shared service center operations, and accounting transformation strategic initiatives. Her responsibilities include SEC reporting, technical accounting compliance, Audit Committee communications and investor relations support. In this episode, she talks about what it means to "know yourself" and the steps you can take to successfully gain a better understanding of who you really are as a person and a leader. In doing so, listeners can become more adaptable leaders and find ways to further develop and strengthen themselves and their teams. Download and listen now!

Ep. 145: Claire Chandler - Calculating Business Value

Claire Chandler, President and Founder of Talent Boost, joins Count Me In to discuss what accounting and finance professionals often get wrong when calculating business value. Claire is an Acquisition Integration and Onboarding Specialist She is also a "corporate survivor" who draws upon almost 30 years of business, leadership and consulting experience to advise the investment community on how to turn the biggest wildcard - people - into their safest bet. While leadership capacity and depth of talent have the greatest impact on the success or failure of any business, most investors believe that this "wildcard" is impossible to measure. Not true! In this episode, Claire discusses various aspects of M&A activities and helps listeners understand what accounting and finance professionals can do RIGHT when calculating business value. Download and listen now!

Ep. 144: Sarah Hoxie - The People Side of Business Transformation

Sarah Hoxie, Chief Accounting Officer at LSC Communications, overseas all aspects of accounting and leadership of a company-wide operational performance improvement project that is generating significant financial impact and sustainable improvements in operating effectiveness. Sarah joined Count Me In to talk about what business transformation means to her and share some of her experiences. Oftentimes, teams or individuals overlook the foundation of all business transformation projects--the people. Sarah explains how these transformations and role changes can impact the team or organizational culture. Download and listen to hear more about some of the challenges and how to overcome them!

Ep. 143: Michael Schmit - What’s the Company ‘Why’ – Value Creation thru Transformation

Michael L. Schmit, CPA, is the Corporate Controller and Chief Accounting Officer of the Schweitzer-Mauduit International Inc. (SWM), a publicly traded, multinational diversified producer of highly engineered solutions and advanced materials for a variety of industries, headquartered in Alpharetta, Georgia (NYSE: SWM). SWM has been experiencing rapid growth over the last few years and their accounting team has been going through a business transformation, which Michael has been the leader of. This transformation includes implementation of robotic process automation (RPA), improved operational analytics, and several process improvements to meet the needs of the growing business. Michael's career spans over 25 years where he has held leadership roles in financial reporting, operations and management accounting, finance, internal and external audit, as well as shared services. And, in this episode, he shares what has gone in to his current business transformation project, how it compares to previous transformations, and how technology and the future of work play a role. His main takeaway? Businesses must understand their "why" and the specific goals they hope to achieve through transformation. Download and listen to the whole episode now!

Ep. 142: Sylvana Caloni - Failure has a Purpose

Sylvana Caloni, PCC, joins Count Me In to talk about the benefits of failure and the way aspiring leaders can help grow themselves and their businesses. She is a Professional Certified Coach (PCC) accredited by the International Coach Federation and truly values professional competency, ethics, and standards. She has undertaken continuing professional development to engage her own coaches, mentors and supervisors. Sylvana recently co-authored "Humble Crumbles: Savouring the crumbs of wisdom from the rise and fall of Humble Pie". She provides insights and experiences from her dual lenses as leadership coach and financial analyst as she explores the entrepreneurial journey of Paul O'Donnell, a serial entrepreneur. In this episode, she highlights how and why failure has a purpose and failure is part of the process to success! Download and listen now.

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!

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