Displaying episodes 31 - 60 of 149 in total

BONUS | Asha Merugu - Gender Parity in Finance

Asha Merugu, Senior Manager in EY GDS, joins Count Me In to discuss her journey up the career ladder. In this episode, Asha outlines the challenges and strategies to excel as a woman in the finance sector in India and describes how she was able to overcome these obstacles and demonstrate her abilities to be an organizational leader. The finance and accounting scene in India currently consists of private and government sectors driving major business initiatives to promote gender parity, and Asha shares her perspective on everything happening. Download and listen now!

Ep. 94: Neta Meidav - Internal Ethical Reporting

Neta Meidav, co-Founder and CEO of Vault, joins Count Me In to talk about the benefits of a new internal ethical reporting platform and how it can help organizations overcome the pitfalls of their traditional reporting procedures and whistleblower policies. Trusted and transparent standards for reporting workplace misconduct makes employees 8% more likely to report such cases, and technology backed by proper research can do just that! Download our episode and listen now to hear more about ethics, reporting, and Vault, the technology which underpins today's Cultural Workplace Revolution.

BONUS | Jolene Lampton - Global Ethics Day

Jolene A. Lampton, Ph.D., CPA, CGMA, and CFE, Professor of Management/Accounting and Area Coordinator of MBA - Accounting Programs at Park University | Austin Campus School of Business, joins Count Me In to talk about the meaning of Global Ethics Day. As a member of IMA’s Committee on Ethics, Jolene has a strong belief that all organizations should have their foundations rooted in ethics. And ethical foundations start with people. Giving-voice-to-values is a powerful tool for the development of a strong ethical culture and Jolene helps listeners understand how they can align their values with their organization. Download and listen now!

Ep. 93: Loutfi Echehade - Maneuvering Business following Crisis

Family businesses are an integral part of the regional economic landscapes and stand to be impacted the most with current circumstances. In this episode of Count Me In, Loutfi Echehade, a seasoned financial advisor to family businesses in Saudi Arabia and the region discusses implications of COVID-19 and shares much needed insight on how such business owners can maneuver at such a critical time in their history.

Ep. 92: Liv Watson & David Wray - Digital Transformation: Business Reporting in the Fourth Industrial Revolution

Liv Watson, Sr. Director of Strategic Customer Initiatives at Workiva, and David Wray, Sr. Director of Accounting and Reporting at Huawei, join Count Me In to talk about the recently published paper by IMA that they co-authored, which calls for a digital transformation to solve a critical market problem of cost and risk of compliance. The International Federation of Accountants (IFAC) estimates fragmented regulations cost the financial industry sector alone $780 billion annually. IDC has predicted that worldwide data will grow 61% per year, from 33 zettabytes to 175 zettabytes by 2025. IBM estimated annual costs incurred from low-quality data in the United States alone in 2016 reached $3.1 trillion. These staggering numbers highlight the critical need for accounting and compliance professionals and processes to transform in order to overcome these challenges—and do so fast. And Liv and David discuss exactly what that all means for you and your organization! To hear more about the RegData process, the imminent data revolution, what the future holds for data and compliance or what accounting professionals need to do to remain invaluable organizational resources, download and listen to the episode now!

Ep. 91: Deepika Chawla - Women in Finance

Deepika Chawla, VP Finance in a Fortune 500 company in India, joins Count Me In to talk with Rouba Zeidan about how she has built a successful career in the finance sector over the past two decades in India. A well-known professional in the industry, Deepika shares her journey to the top and discusses the various challenges women face in the accounting and finance field in India. Download and listen now to hear her inspiring and successful journey!

Ep. 90: Andy Kettlewell - Volatility of Supply and Demand

Andy Kettlewell, VP of Inventory & Analytics at Walgreens, joins Count Me In to talk about the recent volatility of demand due to COVID-19 and the impact of volatility in supply when it comes to answering the question, "How much inventory can/should I procure?". During the last few months, many look at the consumers when exploring various demands, but it is important to recognize the effects on supply chain, too. Andy, who has over 15 years of experience working in supply chain and inventory, talks about how your accounting and finance team can shape its budget to take into consideration the various volatility factors and make better business decisions through the use of technology. Download and listen now!

Ep. 89: Mai Luu - Alternatives to Venture Capital for Small Businesses

Mai Luu, CMA, CPA, CFE, COO of Commonwealth Capital LLC, joins Count Me In to talk about the recent results small businesses have been faced with following the global pandemic and explains what funding options they have to rebuild and stay true to their vision. Mai is also the Founder and Owner at Outsourced CFO, Controller, and Back Office Accounting, and recently co-founded and serves as the CEO of White Mountain LLC, an American firm specializing in Made-in-Vietnam personal protective equipment (PPE). In this episode, she summarizes the economic impact of COVID-19 and shares her perspective on how small businesses can renew and reset their strategies to improve cash flow and liquidity. Because of the high-risk nature of small businesses and the selectiveness of venture capital firms, these small- to mid-size enterprises may need to look at alternatives to funding. Download and listen to the episode now to hear how!

Ep. 88: Karin Baggstrom - How Has COVID-19 Accelerated Business?

Karin Baggström is the co-founder and Chief Financial Officer (CFO) at STARZPLAY (www.starzplay.com), the leading subscription video on demand (SVOD) service that streams to over 20 countries across Asia, Middle East and North Africa. As the CFO, Karin has driven the development and implementation of the company’s financial strategy and operating model. She has played a key role in securing investments, from the first seed investment to the later rounds, through to its subsequent growth and expansion taking STARZPLAY to its market leading position with more than 1.7 million subscribers. Thanks to a sound financial strategy, STARZPLAY is now on the brink of profitability just over five years from its launch, a very short time frame for an SVOD service in an emerging market. Karin has spent the best part of the last two decades working with technology start-ups throughout Europe and more recently in the MENA region. Before joining STARZPLAY, she co-founded a taxi-app start-up that pioneered in Stockholm and in 2012 she joined the HBO Nordic venture, a joint venture between HBO Inc. and a Swedish technology services company. In this episode of Count Me In, Karin talks about how the digital transformation in finance and accounting has played a role in the STARZPLAY business model, explains how her company has reported an increase in the number of subscribers throughout this pandemic, and shares her thoughts on how difficult times can accelerate business. Download and listen now!

Ep. 87: Jason Pierce - Where'd the money go? Auditing, Forensic Accounting, and Business Valuation

Jason Pierce, CPA, CMA, CFM, CVA, MAFF is a partner with the firm Edelstein & Company LLP in Boston. Prior to moving to Massachusetts, he was a partner at an Alaskan CPA firm and a valuation manager for an RSM McGladrey network firm. Jason specializes in financial forensics and business valuations for dispute and transaction-related engagements. In this episode of Count Me In, he talks about how he got into this specialization and how all his accounting skills have been transferable. He also explains the importance of data and data analytics when it comes to completing his assignments. Jason is a lead instructor for NACVA’s Master Analyst in Financial Forensics (MAFF) and a regular speaker at other professional organizations. Jason is an active member of the Massachusetts Society of CPA’s (Business Valuation Committee) and the Boston Chapter of the Institute of Management Accountants (Vice President - Education). Download and listen now to hear an interesting and engaging conversation!

Ep. 86: Mitchell Powell - Financial Performance Management

Mitchell Powell, CFO at H.J. Russell & Company, is a versatile, creative, well-rounded, and hands-on CFO who brings broad functional breadth and team leadership. Throughout his career, he has a successful and demonstrable track record of putting in place scalable, best-in-class finance teams and financial infrastructure. In this episode, Mitchell shares his insight and perspective on financial performance management software. He explains the basic benefits for those who may be new to FPM and shares some use cases to illustrate how it can further improve the operations of those who do have a background with the software. For practical applications and more information on financial performance management, download and listen now!

BONUS | Sangeeta Shankaran Sumesh - Women in Finance

Sangeeta Shankaran Sumesh, CFO of Dun & Bradstreet Technologies, joins Rouba Zeidan of Count Me In to talk about women as leaders in the finance industry. Sangeeta has received recognition and numerous accolades, including “Leading Woman Chief Financial Officer in India”, “India’s most influential women in Finance” by rediff.com, "Innovator in Finance” at International Women Leaders Forum, “100 inspiring authors of India”, and was awarded the "Outstanding Professional” Award by FICCI. In this episode, Sangeeta and Rouba tackle gender equality in India, rising up the corporate ladder and leadership amid COVID-19. Sangeeta also shares her expertise on managing company finances during this pandemic as well as her advice on optimizing career opportunities for young finance professionals. Download and listen now!

Ep. 85: Russell Porter - Adapting Leadership and Management Strategies in a Crisis

Russ Porter, Vice President of Finance and Planning for IBM, joins Count Me In to talk about how he adapted his leadership and management strategies to manage his team during the global pandemic. Russ has been with the company for over 27 years in a variety of financial leadership positions, and has worked across finance disciplines and cultures around the world. Russ believes that while Accounting and Finance are often perceived to be only about numbers, our profession is really about people. When facing crises like the current pandemic, that focus on people takes on an even greater importance, as teams collaborate across organizations to help companies and institutions survive, or even thrive. In this conversation, he shares some strategies for employee engagement when nearly everyone is working out of the office. Download and listen now!

Ep. 84: Jason Krantz - Data and Analytics | Driving Business Strategy

Jason Krantz, Founder and CEO of Strategy Titan, joins Count Me In to talk about data, analytics, strategy, and risk mitigation. Jason has over 10 years of business analytics, data science, and strategic leadership experience in public and private equity owned business. With like-minded data scientists and strategists, he formed Strategy Titan, a data analytics company that helps organizations grow their top lines, bottom lines, and valuations by "weaponizing" data and transforming it into a competitive advantage. In this episode, you'll hear Jason talk about the difference between "data and analytics" and "data analytics", how these analytics strategies need to drive the overall business strategy, and how aligning your organization's strategies will help mitigate risk. Download and listen now!

Ep. 83: Sandhya Sriram - Strategic Planning, Prioritization, and Motivation

Sandhya Sriram, VP of Finance and Global Head of Audit & Risks at Wipro Enterprises, joins Count Me In to talk about planning, prioritizaiton, and motivation. With most finance professionals looking to make sense of the current economic climate, Rouba Zeidan speaks to Sandhya to find out more about where the priorities lie in business. Before her current role, Sandhya was with Wipro Technologies as the Global Head of Finance for Consumer Business Unit. Prior to joining Wipro, Sandhya worked close to a decade and a half with Unilever in various roles including Business Partnering, Controllership, Shared Services, IT, Project Management, Supply Chain Finance etc. Sandhya is One Among India’s Top 100 Women in Finance, has been awarded the CA CFO - Services Sector, an Economic Times Top 50 Young Leader, and a Public Speaker. During this podcast, she shares her expertise on strategic planning during a pandemic and how professionals can best balance organizational priorities while managing their teams--particularly remotely. Download and listen now!

Ep. 82: Ben Jackson - Do Your Company's Internal Controls Mitigate the Risk of AI?

Ben Jackson, MBA, CSOE, is a John Maxwell Certified Coach and serves as an accounting consultant for business and leadership development. He has extensive industry experience in technical accounting, system implementation, and various business processes. In this episode of Count Me In, Ben talks about internal controls and the new policies and procedures that need to be implemented in order to mitigate the risks of emerging technologies, like AI and RPA. Now, with the added risk of remote work, internal controls are more crucial than ever. And, in this conversation, Ben explains how to overcome some of these new risks and obstacles to ensure your company's communication remains open and compliant.

Ep. 81: Andrew Royer - Choosing the Right Accounting Software

Andrew Royer, CPA, CGA, is an accountant, bookkeeper, and profit first professional who aims to transform your business from a cash-eating monster to a money-making machine. Andrew spent 13 years writing accounting software before actually switching into the accounting field. He has an entrepreneurial mindset and diverse skillset, which enabled him to start his own CPA firm, Royer Accounting Ltd., CPA. In this episode, Andrew talks about the pros and cons of various accounting software and explains how to choose the best option for your business so you can work efficiently and increase profits. Download and listen now!

Ep. 80: Michael High - Digitalization and Business Transformation

Michael High, CMA, FP&A, currently leads the finance organization for Royal Dutch Shell’s Deep Water Gulf of Mexico business and is based in New Orleans, LA. He is passionate about thought and people leadership, diversity & inclusiveness, digital transformation and personal development. In this episode of Count Me In, Michael talks about finance digitalization, business transformation, and the efforts needed to strategically lead change. He is currently a member of the finance committee on the Board of the Association for Financial Professionals and was recognized by IMA as one of five Young Leaders of the Year in 2011. He is able to share his vast amounts of knowledge stemming from twenty-years of professional experience in roles spanning 4 continents with Shell and the US Army, where he served as an Intelligence Officer. Download and listen now!

BONUS | Rob Mars - The Global Passport

Rob Mars, business owner, part-time CFO and advisor, and former IMA Global Board member, joins Count Me In to talk about why he considers the CMA certification a "global passport" in business. Rob has extensive experience as a senior Finance executive in Maritime, Transportation and Offshore, with international exposure through Asia regional positions in Hong Kong, Tokyo, and Singapore. He also held global roles in London and Rotterdam. Until December 2019, he was the Executive Director for Sinokor Group (Tanker, Bulk, Container shipping) in Seoul, South Korea. Rob says the CMA designation helped him at the start of his career working in an US multinational corporation and allowed him to fulfill his desire for further education and career advancement. As we recently heard in another bonus episode, CMAs continue to create and add value to their organizations; Rob emphasizes how all this is true, and on a global scale! Download and listen now.

BONUS | Dennis Whitney (IMA) - CMA Update!

Senior Vice President of Certifications at IMA, Dennis Whitney, CMA, CAE, CFM, joins Count Me In again to give an update on everything related to the CMA exam! Following some challenges due to the global coronavirus outbreak, IMA and the CMA have remained strong and candidates are again in a position to earn their certification. Dennis covers how IMA handled the global challenges, what regions are doing as far as reopening, how candidates are performing on the exam, and why CMAs have been so valuable to their organizations through these difficult times. Download and listen now!

Ep. 79: Chris Wymbs - Innovation and Change with Strong Leadership

Chris Wymbs, Executive Vice President & Chief Accounting Officer at AMC Networks, joins Count Me In to talk about leadership, values, and trust through innovation, continuous improvement, and working in unprecedented times. Chris is a C-suite finance executive with a proven record of success at Fortune 50 companies with an extensive background in all aspects of finance. He considers himself a collaborative business partner motivated by organizational success and an inspiring leader with a focus on building strong teams, developing talent and promoting excellence. In this episode, Chris shares the story of his career, talks about what leadership characteristics are most important to him, and changes he's seen in his organization--from the changes in the profession to the changes he's implemented and the changes caused by recent events. Download and listen now!

Ep. 78: Heather Bain - Survival Strategies for Small Businesses

Heather Bain, CMA, MBA, and CPA, Committee Chair of IMA’s Small Business Committee (SBC), and Owner of Bain CPA Business Strategies, LLC. joins Count Me In to talk about what small and medium size businesses can do during this time of crisis. Heather has experience in numerous industries including oil and gas, real estate, human resources, computer technology and training. She has served Houston area entrepreneurs as a business plan adviser for the Business Plan Competition held each year by NewSpring and Houston Community College. She is well versed in various strategies businesses can follow to ensure their success in continuing operations. Listen in to hear more about business planning and continuity, emergency response and recovery plans, and structured steps to "weather the storm".

Ep. 77: Ron Guymon - The Evolution of Accounting Education

Ron Guymon, Senior Lecturer at the University of Illinois in Urbana-Champaign, focuses on teaching data analytics to accounting and business students. While most of what he teaches focuses on using Python and R, he also continues to use Excel and Google Sheets. Ron believes that because these spreadsheet tools are excellent ways for establishing a foundation in data analytics because of their visual nature, and because they're widely understood. In this episode of Count Me In, Ron discusses the changes he has already seen in accounting curricula through his time in academia, and shares what he believes to be the necessary skills for accounting students and professionals to learn to keep pace with the evolving industry. Ron's career has been a mixture of accounting academics and data science. He believes that data analytic languages, like Python and R, can benefit nearly every department and organization because they automate many of the important, but mundane tasks associated with data analysis. Download and listen now to hear why data analytics in accounting education is important, how to start, and where you can go from there!

BONUS | Nicole Hulet (CSU-Global) - The Balancing Act

Every August, IMA highlights various aspects of accounting education. Through its publication, Strategic Finance, social media and marketing communications, and, now, through its podcast, IMA covers a variety of topics including changes to accounting curricula, the right skills to develop, and the value of certification, among many others. In preparation of IMA's academic month, through this episode of Count Me In, we hear from Nicole Hulet, a graduate student in the professional accounting program at Colorado State University - Global. Nicole talks about how she goes about balancing full-time school with full-time work, full-time studying, and full-time life! She is currently studying for an accounting certification while working as an accounting professional in Boulder, CO and serving on the Board of Governors for the Colorado State University - System. Download and listen for an engaging and truly inspirational conversation!

Ep. 76: Shaila Bettadapur - Future of Work

Shaila Bettadapur, Corporate Treasurer & VP of Investor Relations at Mohawk Industries, joins Count Me In to talk about the ever-changing topic of the future of work. In this episode, Shaila shares his perspective on what further changes we will see following the existing evolution due to the global pandemic. He explains how his role has already changed and what he expects to see more of in the future. Additionally, Shaila talks about the importance of ethics in a technology-driven environment.

BONUS | Linda Devonish-Mills and Derek Fuzzell - D&I in the Workplace

Linda Devonish-Mills, IMA's Director of Diversity & Inclusion, and Derek Fuzzell, CFO at PAHO/WHO Federal Credit Union and the Chair of IMA's Diversity & Inclusion Committee, sat down with Count Me In's Adam Larson to talk about D&I in the workplace during these recent trying times. In this conversation, they all discuss current events, the feelings and emotions brought out in employees following these events, and what organizations can do to support their employees and cultivate an inclusive work environment. To conclude, Derek and Linda explain the Diversity & Inclusion Toolkit recently released by IMA.

Ep. 75: Shifra Kolsky - The Effective Roll Out of RPA Implementation

Shifra Kolsky, Vice President and Assistant Controller in Finance has been at Discover since 2009. Shifra launched the finance robotic process automation (RPA) team in 2018, the first RPA team at Discover, in an effort to eliminate manual processes and gain efficiencies by redeploying human resources to tasks that required higher levels of thinking. They partnered with teams across Discover to help launch an overall Discover RPA program which included establishing governance and key messages for promoting internal use of RPA. In this episode of Count Me In, Shifra talks about what to expect (time, investment, challenges, etc.) and the overall benefits of RPA. Download and listen now to get a great foundational understanding of what is needed to effectively roll out an RPA implementation.

Ep. 74: Karim Ghandour - The Effects of COVID-19 on Family Businesses

As companies around the world have encounter some of the toughest terrains, we explore the challenges family business are facing during the COVID-19 pandemic. In this episode of Count Me In, we gather insights from Karim Ghandour, succession strategist and founder of the Legacy Line Family Office. Karim explains what he does as a succession strategist, talks about some things companies need to be aware of today, and shares insights on best practices for business owners. Join us for this discussion that also covers cashflow, digital transformation and the importance of cybersecurity, today, more than ever. Download and listen now!

Ep. 73 - Mazars USA: CARES Act, PPP, and Business Planning

Mazars USA LLP is a global accounting, advisory, audit, tax, consulting firm assisting clients in the most competitive industries in the world. In this episode of Count Me In, three professionals from Mazars joined us to talk about the CARES Act and PPP loan, and discussed what they've been able to do to help their clients navigate through these uncertain times. John Confrey, CPA has more than 7 years of public accounting experience, providing attest and advisory services primarily in the real estate industry for both public and private companies. John’s clients include SEC Registered Investment Advisors, real estate private equity funds, separate accounts for institutional investors, Real Estate Investment Trusts, and residential building owners and managers. Ryan Vaughan, CPA has over 10 years of diversified public accounting experience providing tax and consulting experience to emerging, mid-market, and large multi-national companies. Ryan leads the Chicago Tax practice and Tax Credits & Incentives practice providing tax services to companies in a multitude of industries including manufacturing and distribution, energy, technology, real estate, retail, financial services, and health care. Alisha Jernack, CPA has more than 10 years experience servicing entrepreneur’s and small businesses. She specializes in financial reporting, tax and advisory services to family-owned and owner-operated businesses in trucking, warehousing, logistics, and heavy-haul businesses, as well as various manufacturing and distribution industries, and various service industries. John, Ryan, and Alisha talk about the proprietary analysis tool they developed, explain the kind of value their clients have realized from this model, and discuss what these events mean for business going into the future. Download and listen now!

Ep. 72: Marwan Al Suwaidi - Khalifa Fund Supporting Small- to Mid-Sized Enterprises

In this episode of Count Me In, we talk future of small- to medium-size enterprises (SMEs) in the GCC region and the role the Abu Dhabi-based Khalifa Fun is playing in supporting this fundamental segment of the economy, both in the region and beyond. Marwan Al Souwaidi is a seasoned finance specialist and the Director - Finance & Procurement Support Services Department at Khalifa Fund. During his conversation with Rouba Zeidan, Marwan also shares insights on how SMEs can sustain and reinvent their business models during and post COVID-19.

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