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Count Me In®

IMA® (Institute of Management Accountants)podcast.imanet.org
IMA® (Institute of Management Accountants) brings you the latest perspectives and learnings on all things affecting the accounting and finance world, as told by the experts working in the field and the thought leaders shaping the profession. Listen in to gain valuable insight and be included in the future of accounting and finance!
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Episodes

Ep. 355: Katie Trowbridge - Fostering Belonging and Innovation in the Workplace

Join us for an engaging and insightful chat with Katie Trowbridge , educator-turned-CEO and author of the latest leadership book, Lead Boldly Think Deeply . Katie shares her journey from the classroom to the boardroom and reveals how experiences in both spaces are more alike than you might expect. Throughout the episode, Katie highlights ideas from her book as she talks about creating genuine connection, building trust, and encouraging creativity on your team, whether you’re working in-person or...

Jun 01, 202647 min

Ep. 354: Jennifer Pinder - Surviving Check and Wire Scams in a Digital World

Get ready for a revealing conversation as Jennifer Pinde r, Controller for Watchdog Real Estate Project Management, joins Adam Larson to share real-life stories of bank fraud in the small business world. This episode is brought to you in connection with IMA's Shared Interest Groups , a community where members explore topics that matter most to their careers and industries. From firsthand experiences with check scams and wire fraud to tips you can put to use today, Jennifer brings her unique pers...

May 28, 202632 min

Ep. 353: Dr. Christiane Schroeter - Petite Practice to Powerful Presentations: Storytelling for Finance

Looking to boost your confidence as a presenter and storyteller? In this engaging episode, Adam Larson welcomes Christiane Schroeter , Professor at Cal Poly State University, health economics doctorate, TEDx speaker , and storytelling coach. Together, they explore how taking small steps and making authentic connections can help you become a better communicator. Christiane Schroeter opens up about her journey from Germany to the U.S. and talks about her "just go for it" attitude. She introduces h...

May 25, 202629 min

Ep. 352: David Buchanan - Nobody Told Accounting. Again. How to Stop Being the Last to Know

If you've ever stared down a massive prepaid spreadsheet, chased a missing accrual on the last day of close, or found out about a new contract when the invoice showed up months later, this episode is for you. Adam Larson sits down with David Buchanan , product leader at FinQuery and former auditor, for a candid conversation about why the traditional month-end close is still a chaotic scramble for so many teams and what it actually looks like to fix it. David breaks down why accruals and prepaids...

May 21, 202632 min

Ep. 351: Why Good People Commit Fraud: The Role of Capital Vices

Join host Adam Larson as he welcomes expert guests Dana Hermanson , Daniel Haggerty , and Douglas Boyle —the authors of the 2026 Curt Verschoor Ethics Feature of the Year —for an honest, eye-opening discussion on the shadow side of professional ethics. After their award-winning article on building virtue, the trio flips the script—this time tackling the capital vices of pride, envy, and greed, and exploring why good people sometimes make bad choices. Hear real-world examples, from Enron to Thera...

May 18, 202651 min

Ep. 350: Barry Dyke - Laying a Solid Financial Foundation for Any New Business

Join Barry Dyke , veteran financial planner, author, and leader of Castle Asset Management , for an honest and eye-opening conversation on the fundamentals of building financial stability. With 40 years of experience and stories from working with everyone from families to billionaires, Barry shares practical advice on saving smart, planning for uncertainty, and why focusing on real retirement income is more important than ever. Whether you're a small business owner wondering how to set up benefi...

May 11, 202631 min

Ep. 349: Michael Housman - Thriving in the AI Era: Change, Skills, and Opportunity

In this engaging conversation, Adam Larson welcomes data science veteran, AI thought leader, and founder & CEO of AI-celerator , Michael Housman , back to the podcast. Michael shares his personal journey from data nerd to bestselling author, reflecting on his years building machine learning platforms and fintech innovations. They chat about the rapid evolution of AI—from its early "big data" days to the powerful generative tools shaping businesses now. Get practical insights on adopting AI i...

May 04, 202637 min

Ep. 348 - The Power of IMA Shared Interest Groups: Leadership, Collaboration, and Practical Insights

What exactly makes a community thrive, especially one built for professionals around the globe who are passionate about the same topics? In this lively and insightful episode, Amanda Bernard , Tala Khalifeh , and Izz Ansari —dynamic leaders of three of IMA’s Shared Interest Groups —chat with Adam about what sets these virtual communities apart. You’ll hear real stories about why these leaders got involved, how IMA Shared Interest Groups actually fit into (and improve) their busy lives, and the c...

Apr 27, 202630 min

Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success

Join Adam Larson as he sits down with entrepreneur and founder Jon Morris , the mind behind Rise Interactive and Fiscal Advocate . Jon shares the story of how he scaled a digital marketing agency from its early days and how picking the right industry can make or break a business. Hear firsthand about the unconventional talent strategies that fueled his journey—like recruiting investment bankers and traders into digital marketing—and how he now applies these lessons to the competitive world of ac...

Apr 20, 202632 min

Ep. 346: Sharrin Fuller - Letting Go and Leveling Up for Smart Firm Growth

Get ready for an eye-opening conversation with Sharrin Fuller , a serial entrepreneur, founder and strategic advisor at Glass Wallet Ventures , and a true expert on scaling accounting firms the smart way. In this episode, Sharrin shares her hard-earned lessons on building a business that doesn’t just add headcount, but actually works better with fewer people. Hear her candid stories about the challenges of leadership, the courage to own your mistakes, and how automation can transform both your o...

Apr 13, 202640 min

Ep. 345: Helen Hastings - Empowering Finance Teams with Automation and Continuous Close Technology

Ready for a fresh take on accounting and finance? In this episode of Count Me In, Adam Larson sits down with Helen Hastings —Stanford-trained software engineer turned founder of Quanta —for a conversation packed with insights, real talk, and a peek into the future of financial operations. Helen shares her journey from building in-house financial systems to creating Quanta’s AI-powered platform that’s changing how teams handle accounting, closing the books, and getting real-time answers about the...

Apr 06, 202631 min

Ep. 344 - Timothy Wingate - Leadership and Resilience: Using Family Values to Build a Strong Business

Welcome back Timothy Wingate ! In this episode of Count Me In, Adam Larson welcomes Timothy for a refreshingly honest conversation that goes far beyond accounting. Timothy shares the story of his entrepreneurial journey—from stepping away from corporate dreams to facing wild challenges like unexpected lawsuits and a wrongful arrest, all the way to founding his own company, G+F Business & Financial Consulting . He opens up about overcoming the struggles of gig work, reinventing his career, an...

Mar 30, 202637 min

Ep. 343: Sharoon Thomas - Improving Financial Accuracy with Operational and Tech Alignment

On this episode of Count Me In, Adam Larson sits down with Sharoon Thomas , founder of Fulfil , for a lively conversation about the unique accounting challenges facing direct-to-consumer (D2C) brands. Sharoon Thomas shares fascinating stories from his journey working with ERP systems and D2C brands, revealing why traditional spreadsheets just can’t keep up with today’s high-volume, multi-channel commerce. Listen as they unpack everything from GAAP compliance, revenue recognition headaches, and h...

Mar 23, 202629 min

Ep. 342: Simone Ahuja - How to Innovate and Thrive by Doing More with Less

In this engaging episode, Adam Larson chats with Dr. Simone Ahuja about her remarkable career journey from dentist to documentary filmmaker, author, and creative problem-solving champion. Simone offers refreshing insights on how to be more resourceful at work, especially when facing limited resources and high demands. She shares relatable stories and simple yet powerful strategies for letting go of what no longer serves you at work, all while finding ways to foster true innovation and focus. Wit...

Mar 16, 202631 min

Ep. 341: John Glasgow - Why the World Needs a Modern ERP and What Makes It Different

On this episode of Count Me In, Adam Larson sits down with John Glasgow , founder and CEO of Campfire , for a candid conversation about building a company and transforming finance teams with AI-driven ERPs. John opens up about the challenges of juggling parenthood and entrepreneurship, lessons learned from Y Combinator, and how his frustration with outdated financial software inspired him to create something better. Whether you’re a finance exec, startup founder, or just curious about the future...

Mar 09, 202634 min

Ep. 340: Melissa Broughton - Embracing Flexibility and Purpose in Small Business Success

Get ready for an inspiring listen with author and founder of Busy Bee Advisors , Melissa Broughton , on Count Me In! Host Adam Larson sits down with Melissa as she shares her journey from watching her grandmother and mom work in bookkeeping to carving out her own path in accounting. Melissa brings you inside her world, from falling in love with paperwork as a kid, navigating corporate life, and boldly leaping into entrepreneurship with Busy Bee Advisors. You'll hear candid stories about the high...

Mar 02, 202638 min

Bonus | Count Me In At SuiteConnect NYC: Featuring Sue Vestri

In this bonus episode of Count Me In, recorded live at Oracle NetSuite's SuiteConnect NYC, Adam Larson sits down with Sue Vestri , CFO at CRIO and a finance leader with a wealth of experience in startups, public companies, and private equity-backed businesses. Listen in as Sue shares real stories from her career, everything from wrangling accounting platforms for rapidly scaling teams to building a finance culture that embraces AI and continuous learning. Whether you’re curious about growing a f...

Feb 26, 202632 min

Ep. 339: Etinosa Agbonlahor - Secrets of Behavioral Pricing: What Every Accountant Needs to Know

Get ready for a fresh perspective on pricing in this engaging episode of Count Me In. Host Adam Larson welcomes behavioral pricing expert and Decision Alpha CEO Etinosa Agbonlahor to share how psychology, emotion, and real customer conversations can reshape the way businesses think about pricing. Forget relying only on cost-plus formulas or spreadsheets. Etinosa brings stories from the field, insights from brain science studies, and practical advice for using behavioral principles to set prices ...

Feb 23, 202631 min

Ep. 338: David Frieder - From Traditional Payments To AI-Powered Security: Transforming the Banking Experience

Join host Adam Larson as he chats with David Frieder , Head of Corporate Payment Systems at US Bank , about his unique journey from college intern to leading payment innovation. David Frieder shares real stories on how banks build new products, why real-time payments are gaining momentum (and where they’re not), and the practical challenges of bringing new tech to traditional finance teams. They cover everything from instant payments and AI-driven fraud prevention to what it takes to build trust...

Feb 16, 202631 min

Ep. 337: Isabelle Massaad - The Future of Finance: Automation, AI, and Advice for Next-Gen Leaders

Ready for an inspiring career boost? In this episode of Count Me In, Adam Larson sits down with Isabelle Massaad , CFO at DSV , a global leader in transport and logistics. Isabelle’s story is anything but ordinary: she began her professional journey at just 17, driven by curiosity, grit, and a knack for finding patterns in chaos. This conversation is full of practical advice and real stories—how Isabelle earned respect, led diverse teams, and transformed financial data into compelling business n...

Feb 09, 202633 min

Ep. 336: Steve McNally - Navigating Successful Career Transitions in Finance and Accounting

Ready for a fresh take on career transitions in finance? Tune into this engaging conversation with Steve McNally , a seasoned CFO and former global chair, as he sits down with Adam Larson to share real-world insights on what it takes to navigate change and earn your seat at the table. From jumping between Fortune 500 giants and small businesses to adapting to new roles and industries, Steve brings practical advice and lively stories—think learning operations on the factory floor and being the ri...

Feb 02, 202633 min

Ep. 335: Brian Hock - How AI Is Transforming the Way We Prepare for Exams

Get ready for an insightful and practical conversation on AI in exam prep with special guest Brian Hock , renowned exam prep expert and founder of Hock International . In this episode of Count Me In, Brian sits down with host Adam Larson to talk candidly about how artificial intelligence is shaking up the study process for professional certifications like the CMA and CSCA. Bringing both his straightforward wisdom and a bit of humor, Brian breaks down the dos and don’ts of using AI tools for exam...

Jan 26, 202634 min

Ep. 334: Anne DeTraglia - Embracing Feedback: Key Steps to Personal and Professional Growth

On this episode of Count Me In, Anne DeTraglia , Chief Auditor at Sabre Corporation, sits down with Adam Larson for an engaging and honest conversation about leadership, career growth, and the art of feedback. Anne opens up about her unique career path, how she found her way into auditing, and what it really means to be a “united leader.” She candidly shares the challenges and lessons learned as she moved up the ranks, highlighting the importance of collaboration and building strong teams at eve...

Jan 19, 202651 min

Ep. 333: Rich Brody - The Myths And Realities Of Fraud In Modern Society

In this eye-opening episode of Count Me In, host Adam Larson sits down with fraud expert Rich Brody for a candid conversation about white collar and red collar crimes—no jargon, just real talk. Rich breaks down what actually counts as white collar crime, why society often overlooks its victims, and what happens when these crimes turn violent. From legendary cases like Madoff and Murdoch to the surprising ways technology has changed the game, this episode covers the impact of fraud in today’s wor...

Jan 12, 202634 min

Ep. 332: Tim Naddy - Unleashing Hidden Talents: Why Modern Accountants Need More Than Numbers

Kick off 2026 the right way with the first Count Me In episode of the year! Adam Larson sits down with Tim Naddy , VP of Finance for the famous Savannah Bananas, professor, and passionate accounting advocate, for a lively conversation that blends humor, real talk, and fresh perspective on what it means to build a career in accounting. From stories about melting copy machines during internships to reimagining how the next generation of accountants should be prepared, Tim shares why traditional ed...

Jan 05, 202652 min

Ep. 331: Ting Song - Navigating Burnout: Small Habits and Big Mindset Shifts

Feeling burned out or just running on empty during this Holiday season? In this episode of Count Me In, host Adam Larson sits down with special guest Ting Song , Executive Director for JPMorgan Chase & Co, to talk all things burnout—what it really is, how to spot it early, and what you can do to take back your energy and well-being. Ting shares her personal journey through burnout, the turning points that helped her recover, and actionable advice you can start using right away (including the...

Dec 30, 202535 min

Ep. 330: Draye Redfern - Commanding Success: Build Teams That Excel in Any Economic Crisis

Get ready for a lively and insightful conversation on this episode of Count Me In! Host Adam Larson welcomes author, strategist, and founder of FractionalCMO.com and Redfern Media, Draye Redfern , as he shares his bold approach to staying resilient and thriving in uncertain times. Drawing on advice from his "Recession Survival Guide" and giving a sneak peek into his upcoming "Anchor Marketing" framework, Draye Redfern delivers practical strategies for teams and individuals who want to future-pro...

Dec 22, 202534 min

Ep. 329: Chandelle Fastiggi - Staying Ahead In Finance: Talent, Technology, And Transformation

Curious about the real changes happening in financial services right now? In this episode, Adam Larson sits down with Chandelle Fastiggi , Head of Financial Services Vertical at ManpowerGroup , who brings over 25 years of insight and industry experience to the table. Chandelle shares her take on today's economic and political pressures, how institutions are transforming with AI and automation, and why upskilling and reskilling employees matter more than ever. From smart strategies to retain top ...

Dec 18, 202532 min

Ep. 328: Shawn Kanungo - Unlocking Career Growth by Disrupting Yourself and Leveraging AI

Ready to shake up your thinking about disruption? In this episode, Adam Larson sits down with keynote speaker and bestselling author Shawn Kanungo for a refreshingly candid conversation about why disruption isn’t a dirty word and how it can actually spark growth in your career and life. Shawn Kanungo shares personal stories, practical tactics, and bold advice on embracing change, overcoming imposter syndrome, and even learning from the jazz-like improvisation of life’s unexpected moments. They c...

Dec 15, 202556 min

Ep. 327: Colleen Whitmore: How Cost To Serve Analysis Transforms Business Decision Making

Looking to boost your organization’s profitability with smarter cost analysis? In this engaging episode of Count Me In, host Adam Larson sits down with Colleen Whitmore , Partner at Deloitte & Touche LLP and co-author of the Deloitte and IMA article " Unlocking Profitability Insights ." Colleen breaks down the ins and outs of cost to serve analysis, sharing why it's a game changer for companies seeking hidden profit opportunities and better decision-making. Hear Colleen’s take on why most or...

Dec 11, 202517 min
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