Displaying episodes 31 - 60 of 133 in total

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.

Ep. 71: Jeremy Belhar - Leading for Innovation and Change

Jeremy Behler, CFO at Sargento Foods, leads Finance, Accounting, Treasury, Tax, M&A, shareholder services/family office, and IT for the $1.4B consumer packaged goods leader. In this episode of Count Me In, Jeremy discusses the importance of trust and making connections with your team and across the organization to truly embrace change and begin innovating. While technology certainly drives a lot of innovation, it is really the new idea at the core that is the most impactful. For more leadership tips and characteristics, download and listen now!

Ep. 70: Vidal Espinosa - Everyone is Broke! They Just Don't Know it Yet...

Vidal Espinosa, Principal Partner and CFO of Invictus Advisors, joins Count Me In to talk about his theory that everyone is broke, they just don't know it yet! What he means by this is there's a lot more to business, and individuals, than just money and numbers. Vidal and Invictus Advisors help business owners manage and improve their cash flow through outsourced CFO services and strive to relieve the stress of business ownership and financial decision making. Vidal works closely with his clients to help them understand possible problems and develops strong working relationships to identify solutions. But this episode is really about more than just financials! Download and listen to hear how Vidal views various business models and also helps manage expectations to ultimately be successful.

Ep. 69: Sandra Clarke - Finance & Innovation -- The Perfect Partnership

Sandra Clarke, Senior Vice President & Chief Financial Officer at Blue Shield of California, is a proponent of finance innovation. At Blue Shield of California, she oversees the company's financial strategy, actuarial functions, and financial operations in addition to lading Enterprise Process Transformation. Most recently, under Sandra’s leadership, Blue Shield of California has made $200M in financing and support available to struggling physicians and hospitals affected by the COVID-19 crisis. The entire concept was an example of innovative thinking to ensure California can have a robust provider network after this crisis, and there is also an innovative technology element to the program as well. In this episode of Count Me In, Sandra talks about the value of crossing finance and innovation and balancing both to effectively lead your firm. Download and listen now!

Ep. 68: Paul Miller - Tax Implications and Planning due to COVID-19

Paul Miller, CPA is a driven individual and a tireless businessman with over 30 years in the accounting industry. With offices in New York, Florida, and the District of Columbia and approximately 2,000 clients internationally to his firm, Paul is a trusted and sought-after accountant. Now, due to COVID-19, there have been many changes that businesses and individuals need to be aware of. For example, the tax deadline in the US has been extended, government loans have been issued, and these happenings have certain implications. In this episode of Count Me in, Paul talks about what he has seen amidst this crisis for various businesses and helps explain the risks and opportunities associated with the money available to individuals and business owners. Download and listen now!

Ep. 67: Gordon Hofman - How Can I Improve My Organizational Culture for Better Productivity?

Gordon Hofman, VP - Finance at SSA Marine, has twenty one years of progressive experience with a multi-billion dollar privately held transportation company and its technology development subsidiary. He is a people and teams leader responsible for directing financial strategy. Gordon's role includes overseeing financial and operational development of the company, as well as driving process improvements and transforming the company into a more data driven entity. In this episode of Count Me In, he shares what can be done to improve personal productivity and employee retention by creating the appropriate organizational culture. Download and listen now!

BONUS | Alain Mulder and Bernardin Generalao - Business Continuity in Europe

Alain Mulder, Senior Director of Europe Operations for IMA, and Bernardin Generalao, Director of Regional Partner Relations for IMA, join Count Me In to talk about how IMA's European offices in Amsterdam and Zurich are coping with the business disruption due to COVID-19. They both also discuss how they have made strategic leadership decisions to ensure business continues in the region. This regionally focused bonus episode continues the series of conversations we are having to highlight the various efforts across the globe to empower the management accounting profession. This is another informative interview as Alain and Bernardin discuss timely accounting and finance issues. Download and listen now!

Ep. 66: John Stretch - Stakeholder Capitalism

John Stretch has four decades of experience as a business consultant specializing in management accounting. He has worked on projects with clients in banking, retailing, transport, logistics, manufacturing, mining, and energy. He has authored three books and many blogs and magazine articles published in CFO magazine, professional institutes, and business school journals. In this episode of Count Me In, John explains what stakeholder capitalism means and how business should account for their various types of intellectual capital. Ultimately, John helps us understand what the CFO's role is in making value-added decisions for the firm. Download and listen now!

Ep. 65: Patricia Werhane - The Ethics of Commerce During Crisis

Patricia H. Werhane, Professor Emerita, was formerly the Ruffin Professor of Business Ethics at Darden School of Business, University of Virginia. She then accepted the Wicklander Chair in Business Ethics and director of the Institute for Business and Professional Ethics at De Paul University where she is also Professor Emerita. Currently she is adjunct professor at the University of Illinois Gies College of Business and a Fellow for the Center for Professional Responsibility in Business and Society. In this episode of Count Me In, Patricia tackles the difficult question of how commerce should be handled during this time of crisis. With a perspective on local and federal businesses and governments, she shares some ideas and plans to balance this difficult ethical question. Download and listen now!

Ep. 64: Rohit Thakkar - The Business Partner as a Co-Pilot

Rohit Thakkar, Finance Business Parter at Adobe, joins Count Me In to talk about how the business partner's role is critical in connecting the dots and driving results for the organization by serving as a navigator or co-pilot of the firm. Business partnering is a term that has been around for a long time, and a role that has increased value. In this episode, Rohit explains just how you can increase your value and elevate to business partner by establishing strong KPIs and benchmarks for the organization, then navigating the finance team and rest of the firm over the bridge from short-term goals to long-term initiatives. To hear the perspective of a diversified finance professional committed to excellence in operations, team performance, and service to internal and external stakeholders, particularly from the standpoint of Adobe's finance function, download and listen to this episode now!

BONUS | Richard Li - Business Continuity in China (with Rouba Zeidan)

Richard Li, IMA's Vice President and Chief Representative of China, 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. This regionally focused bonus episode hosted by Rouba Zeidan continues the series of conversations we are having to highlight the various efforts across the globe to empower the management accounting profession. This is another informative interview as Richard discusses all of the timely accounting and finance issues. Download and listen now!

BONUS | International Management Accounting Day: Jeff Thomson - Creating Value in Critical Times (with Rouba Zeidan)

IMA® (Institute of Management Accountants) celebrates International Management Accounting Day® on May 6. This global day of recognition commemorates the important role management accountants play within their organizations. Count Me In is excited to participate in the celebration of this day by sharing another bonus episode for the series. Rouba Zeidan speaks with IMA President and CEO, Jeff Thomson, about what this day means to him and how critically important it is for management accountants to continuously create value, particularly in light of today's business circumstances. Download and listen now!

Ep. 63: Ray Hutchins & Mitch Tanenbaum - How You Can Leverage Cybersecurity to Increase Your Value to Any Organization

Ray Hutchins and Mitch Tanenbaum, owners of CyberCecurity, LLC and Turnkey Cybersecurity and Privacy Solutions, LLC share their knowledge and explain how financial service professionals can easily and quickly increase their value to any organization. Cybersecurity is a business risk issue more than it is an IT issue. Financial service professionals understand risk and they can quickly gain the knowledge they need to be able to talk cybersecurity and privacy. There is such a shortage of business professionals with these skills, so their knowledge and value will be recognized quickly. In this episode, Mitch and Ray discuss this issue in an interesting and informative way that any financial service professional will enjoy and benefit from. Download and listen now!

Ep. 62: Doug Boyle - The Emotionally Intelligent Accountant

Dr. Doug Boyle, CMA, CPA, serves as the Director of the Doctorate in Business Administration Program, the Nonprofit Leadership Program, and the High School Business Scholars Program and as the Accounting Department Chair at The University of Scranton. He has served in many faculty leadership roles including Faculty Senate President. He has over 30 years of professional experience in start-up, middle market, and Fortune 500 companies where he has held the titles of CEO, COO, and CFO. He is also an award winning researcher and teacher. National research recognitions include four Lybrand Medals (Gold in 2018 and 2016; Silver 2015; Bronze 2014) from the Institute of Management Accountants and the Michael J. Barrett Doctoral Dissertation Award from the Institute of Internal Auditors in 2011. In this episode of Count Me In, Dr. Boyle discusses his research into emotional intelligence. He shares how accounting and finance professionals who exemplify higher emotional intelligence are more likely to obtain higher organizational positions and how emotionally intelligent accountants offer value to their organizations. To learn about the various components of emotional intelligence and how they can be applied, download and listen now!

Ep. 61: Jose Zavala - Cloud Accounting: What does that mean to me?

Jose Zavala, Principle at ZTX Advisors LLC and Xero Ambassador, joins Count Me In to talk about all things relating to cloud accounting. Jose has experience working with a number of different firms in an effort to help them scale efficiently and increase cash flow while implementing cost saving strategies. He leverages technology and applications to increase efficiency, and he shares a lot of his personal insight in this episode. From RPA and machine learning to future implications of technology on finance and accounting, Jose explains what it all means and why it matters! Download and listen now.

Ep. 60: Chris Clulow - Embracing Technology to Lead in Accounting

Chris Clulow has been the Corporate Controller of Cummins Inc. since March 1, 2017. As Controller, he is responsible for Cummins’ global accounting processes, financial reporting, accounting policy, Sarbanes-Oxley compliance, and finance systems. In addition, Chris has oversight over global risk and insurance, government contract compliance and finance & accounting transformation. In this episode of Count Me In, Chris talks about how technology has changed the role of the accountant and controller, explains how strong leadership has helped him embrace technology and lead his team during the current crisis, and predicts what others will expect of the finance and accounting professionals in the future. Download and listen now!

Ep. 59: Danetha Doe - Entrepreneurial Mindset with Accounting Skills

Danetha Doe, entrepreneur, journalist, economist, manifestation teacher and the creator of Money & Mimosas, joins Count Me In to talk about how her knowledge of accounting enabled her to transition her career and shift her mindset to get to where she is today. Money & Mimosas is a financial well-being resource enjoyed by readers in over fifty countries. Danetha was named a personal finance expert by Fast Company and the Wall Street Journal. She was recognized as a millennial thought leader by the Hong Kong Institute of CPAs and a millennial entrepreneur to watch by the office of Congresswoman Barbara Lee. Danetha is the star financial expert in the TV series, Going From Broke, produced by Ashton Kutcher, which garnered over 12 million views in its first season. Her work has been featured in Entrepreneur, Elle, The Chicago Tribune, Cosmopolitan, NBC and more. Through all her endeavors and experiences, Danetha came to understand being a business owner is about a professional journey that requires you to evolve so your business can evolve. Download and listen to all the details now!

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