Peter's website: www.petermargaritis.com Peter's books (Both books can be found on Amazon in paperback and Kindle. Improv Is No Joke can be found on Audible)" www.TakingTheNumbOutOfNumbersBook.com http://petermargaritis.com/improv-is-no-joke-book/ Change Your Mindset Podcast (Can be found on Apple Podcasts, C-Suite Radio, Spotify, iHeartRadio, and many other podcast platforms) Apple Podcasts: https://podcasts.apple.com/us/podcast/change-your-mindset/id1127514117 C-Suite Radio: https://c-suitenet...
Mar 23, 2020•20 min
Jordan's Resources: "So you're suddenly working remotely" https://www.linkedin.com/pulse/so-youre-suddenly-working-remotely-jordan-hirsch / MURAL's "suddenly remote" webinar series recap: https://blog.mural.co/suddenly-remote-recap Phase2's WFH "How-to" Packet: https://phase2.gitbook.io/phase2-remote-work-playbook / FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back to Count Me In , IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong and knowi...
Mar 20, 2020•18 min
Alessia's Suggested Resources: PwC’s 2019 Annual Corporate Directors Survey: https://www.pwc.com/us/en/services/governance-insights-center/library/annual-corporate-directors-survey.html SASB’s Materiality Map: https://materiality.sasb.org/ EY, What investors expect from the 2020 proxy season: https://www.ey.com/en_us/board-matters/what-investors-expect-from-the-2020-proxy-season Alliance for Corporate Transparency 2019 Report: Analysis of Sustainability Reports of 1,000 Companies Pursuant to the...
Mar 16, 2020•21 min
Contact Efrain Rivera: https://www.paychex.com/newsroom/executive-bios/efrain-rivera https://www.linkedin.com/in/efrain-rivera-75b4b15/ FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to Count Me In . I'm your host Mitch Roshong and I will be bringing you episode 54 of IMA's podcast. Today's expert guests is CFO and treasurer of Paychex. Efrain Rivera. He joined my cohost, Adam to explain how technology trends have impacted paychecks and the services they provide for their clients. He also ...
Mar 09, 2020•18 min
Contact Rachel: https://www.linkedin.com/in/rachelbdruckenmiller/ UNMUTED: www.UnmutedLife.com FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and this is episode 53 of our series. Our featured expert guests who joined Mitch for this conversation is Rachel Druckenmiller the founder and CEO of un-muted Rachel is a keynote speaker who uses her compelling speaking engagements ...
Mar 05, 2020•16 min
Mike Wallace , Partner at ERM: Environmental Resources Management, joins Count Me In to talk about all things relating to ESG. Mike previously spoke with IMA around the Global Reporting Initiative (GRI) in 2011 and was able to provide insight into some changes that relate to ESG data and integrated reporting. With so much data now available, businesses and investors are very interested in particular metrics that represent an aptitude for managing their money and their firms responsibly. Mike is ...
Mar 02, 2020•15 min
Contact Kelly: https://www.linkedin.com/in/kellypaxton/ Pink Collar Crime site: https://pinkcollarcrime.com/ IMA's Annual Conference & Expo 2020: https://bit.ly/2HXTN42 IMA's website: https://www.imanet.org/ FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. In the past we've included some IMA focus bonus episodes where we spoke to Ima, staff members where I am a volunteers and young professionals. T...
Feb 29, 2020•13 min
Dr. Kelly Richmond Pope is an Associate Professor in the School of Accountancy and Management Information Systems at DePaul University in Chicago, Illinois where she teaches financial, managerial and forensic accounting. Kelly’s research on organizational misconduct culminated into directing and producing the award-winning documentary, All the Queen’s Horses, in 2017 which streamed on Netflix from July 2018-2019. In 2018, Pope became a TED speaker with her impactful and timely TED Talk entitled ...
Feb 27, 2020•13 min
Jirav: https://www.jirav.com/ Cloud Accounting podcast: https://www.cloudaccountingpodcast.com/ Blake's website: https://www.blakeoliver.com/ More About Blake: 1) https://www.cloudaccountingpodcast.com/about 2) https://www.blakeoliver.com/bio Contact Blake: LinkedIn - https://www.linkedin.com/in/blaketoliver Twitter - https://twitter.com/blaketoliver/ FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I ...
Feb 24, 2020•19 min
Count Me In Episode 10 (Part 1) with Rhondalynn Korolak: https://podcast.imanet.org/10 Contact Rhondalynn: LinkedIn - https://www.linkedin.com/in/imagineering/ Rhondalynn's Work & Recognition: http://www.prweb.com/releases/2016/11/prweb13878827.htm https://www.youtube.com/watch?v=jb2rqTL4QW8&feature=youtu.be https://www.youtube.com/watch?v=J3rRoQUxb5g&feature=youtu.be Finalist - Best Digital Start Up - 23rd annual AMY Awards Top 3 Finalist - Female Fintech Leader of the Year, Excelle...
Feb 20, 2020•15 min
Contact Katie : https://leaders-online.com/contact/ Katie's recent content : https://www.linkedin.com/in/katiethomascpa/detail/recent-activity/shares/ FULL EPISODE TRANSCRIPT (Foreword) Adam : (00:00) Hey everyone. Adam here. Before we get started with today's episode, I want to thank you all for joining us each week and taking part of these great conversations we are having, but I have to ask you a favor. If you listen each week and you enjoy this podcast, please go on iTunes and rate us and le...
Feb 17, 2020•14 min
Reed's Contact Details: Bliss Profile: http://www.blissintegrated.com/people/reed-handley/ LinkedIn: https://www.linkedin.com/in/reed-handley-08738254/ Additional Relevant Content from Reed: Bliss Blog: “ What’s Driving Digital Transformation in Financial Services? ” by Reed Handley, December 8, 2019. “Fresh-Brewed News” Podcast: “ Episode 90: Data Difference ,” by Reed Handley, March 19, 2019. FULL EPISODE TRANSCRIPT Adam : (00:04) Hey everyone, thanks for coming back and listening to episode 4...
Feb 10, 2020•14 min
MaryBeth's Links: Website: http://www.sparkvisionnow.com LinkedIn: https://www.linkedin.com/in/marybethhyland/ Events: http://www.sparkvisionnow.com/events/ FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back for episode 47 of Count Me In . I'm your host, Adam Larson and today's conversation features Mary Beth Hyland the founder and chief visionary for spark vision. Mary Beth talks to Mitch about the different strategies she implements to help organizations identify and close the gap between the...
Feb 06, 2020•13 min
Larry's Resources: Key Principles of Effective Financial Planning and Analysis : https://www.imanet.org/insights-and-trends/planning-and-analysis/key-principles-of-effective-financial-planning-and-analysis The 12 Principles of Best Practice FP&A : https://sfmagazine.com/post-entry/november-2017-12-principles-of-best-practice-fpa/ The People Side of FP&A: https://sfmagazine.com/post-entry/july-2019-the-people-side-of-fpa/ FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back to Count Me In...
Feb 03, 2020•19 min
Contact Anders: https://www.linkedin.com/in/andersliulindberg/ Additional Resources from Anders: Link to book: https://www.amazon.co.uk/Create-value-Finance-Business-Partner/dp/1724850741 Link to the ebook: http://businesspartneringinstitute.org/sign-up-to-our-newsletter/ Link to blog: https://www.linkedin.com/in/andersliulindberg/detail/recent-activity/posts/ FULL EPISODE TRANSCRIPT Adam : (00:05) Hey everyone, thanks for coming back for episode 45 of Count Me In . Our featured guests for today...
Jan 27, 2020•13 min
Contact Sarah: https://www.linkedin.com/in/sarahelliottcpaacc/ https://twitter.com/selliott99 About Sarah: https://www.intend2lead.com/sarah-elliott/ Intend2Lead: https://www.intend2lead.com/ Sarah's favorite quote: “As we let our own light shine, we unconsciously give other people permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” – Marianne Williamson FULL EPISODE TRANSCRIPT Mitch : (00:05) We are back with Episode 44 of Count Me In ...
Jan 23, 2020•14 min
Contact Hiten: https://www.linkedin.com/in/hitenkeshave/ "Defining a Successful Disruptive Leader" : https://www.linkedin.com/pulse/defining-successful-disruptive-leader-hiten-keshave-ca-sa-mba/ For more information , visit his website at www.theunconventionalca.com and subscribe to his newsletter. FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Our guest for episode 43 is Hiten Keshave CFO, entreprene...
Jan 20, 2020•14 min
IMA's Young Professional Leadership Experience : https://www.imanet.org/career-resources/volunteering-with-ima/young-professional-leadership-experience FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back to Count Me In, IMA’s podcast about all things affecting the accounting and finance world. Today's episode will be another bonus episode of our IMA focused mini-series. Over the last few months. We've interviewed former IMA, young professional award winners and ask them specific questions about ...
Jan 16, 2020•13 min
Robert's Resources: LinkedIn: https://www.linkedin.com/in/bobkoechig/ Data Analytics: http://www.troutcpa.com/data-analytics Data Analytics Demo: http://www.troutcpa.com/data-analytics-demo FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for episode 42 of Count Me In. As we strive to provide you with the information most important to your role as an accounting and finance professional. No topic may be more relevant than that of data analytics. Robert Koechig, president at TEG IQ talked with...
Jan 13, 2020•20 min
FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back for episode 41 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. Our featured guests for this episode is Ivo Sokolov,, a data office division co-leader at one of the most profitable and best capitalized banks in Austria where he specializes in data engineering, regulatory tech and project governance Ivo joined Mitch to talk about how data engineering fits into today's accounting and finance function and ...
Jan 09, 2020•14 min
"Govern Your Bots!" by Loreal Jiles ( Strategic Finance, January 1, 2020): https://sfmagazine.com/post-entry/january-2020-govern-your-bots/ Links to learn RPA Development or other things about RPA Tools for Free UiPath: https://www.uipath.com/rpa/academy (The name of the RPA tool is UiPath and this site is to UiPath Academy). Automation Anywhere: https://university.automationanywhere.com/ (The name of the RPA tool is Automation Anywhere and this site is to Automation Anywhere University) FULL EP...
Jan 06, 2020•22 min
IMA's website: https://www.imanet.org/ IMA's Leadership Academy: https://www.imanet.org/career-resources/leadership-academy Mentoring with IMA: https://mynetwork.imanet.org/mentoring/mentoring FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to count me in. IMA's a podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong with me is my co host Adam Larson and we are happy to bring you episode 39 of our podcast series. Most management accountants can rel...
Jan 02, 2020•11 min
Steve's Articles: https://sfmagazine.com/post-entry/november-2018-business-transformation-no-pain-no-gain/ https://sfmagazine.com/post-entry/october-2018-catalyst-for-change/ FULL EPISODE TRANSCRIPT Adam : (00:00) Hey everyone, this is Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson and I'd like to welcome you back to another episode filled with valuable insight from an industry leader. Steve McNally is a CFO, board director and ...
Dec 30, 2019•23 min
IMA: https://www.imanet.org/ CMA: https://www.imanet.org/cma-certification Exam Changes: https://www.imanet.org/cma-certification/getting-started/cma-2020-exam-changes FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. A major consideration for accounting and finance professionals today is certification and continuing education related to their jobs and responsibilities. An...
Dec 27, 2019•14 min
FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back to Count Me In . I'm your host Mitch Roshong and this is IMA's podcast about all things affecting the accounting and finance world. For today's episode, we're going to take a look at the education that is impacted by our changing industry. As we hear Adam talk with Luke Harris, associate at PWC as he explains his recent accounting studies and the experiences he's found most helpful in entering the profession. Let's listen to their conversation...
Dec 23, 2019•12 min
WBCSD resources: WBCSD COSO Applying Enterprise Risk Management to Environmental, Social and Governance-related Risks Guidance on improving the quality of ESG info Enhancing the credibility of non-financial information: the investor perspective How to respond to assurance needs on non-financial information IMA resources: https://www.imanet.org/insights-and-trends/external-reporting-and-disclosure-management/coso-framework-and-sustainability https://www.cpajournal.com/2019/07/29/the-coso-internal...
Dec 19, 2019•27 min
Keith E. Lewis, CMA, a Project Manager at SEI Investments has over 13 years of experience in the field of finance and accounting. Keith is a "Big Picture" thinker with experience that spans multiple industries including education, non-profit, hospitality and financial services. His scope includes management accounting, strategic decision making, accounting systems implementation, internal controls, process improvement, budgeting, financial planning, financial reporting, forecasting, month end cl...
Dec 16, 2019•10 min
Brian Kush: https://www.intend2lead.com/brian-kush/ Top 10 Books for Accountants: https://www.intend2lead.com/top-ten-books/ Intend2Lead: www.intend2lead.com FULL EPISODE TRANSCRIPT Adam : (00:00) This is episode 34 of Count me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and I'd like to welcome you back for another great perspective on the skills needed to succeed in today's accounting industry. For this episode, Mitch spoke to Brian...
Dec 12, 2019•18 min
FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to episode 33 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson. And today we are going to hear from Jordan Savage, a successful CFO who quickly climbed the traditional corporate ladder to get where he is today. And his conversation with Mitch, he explains the risks he took and the opportunities he recognized to overcome some challenges and obtain the skills needed to progress ...
Dec 09, 2019•24 min
Contact Robert: https://www.linkedin.com/in/rwleonard/ The Investors Network Podcast: www.theinvestorspodcast.com IMA Life-Robert Leonard: https://sfmagazine.com/post-entry/july-2019-ima-life-adding-impact/ FULL EPISODE TRANSCRIPT Mitch : (00:00) This is Count Me In , IMA's podcast about all things affecting the accounting and finance world. I am Mitch Roshong and I'd like to welcome you back for episode 32 with corporate finance manager Robert Leonard. In this episode, Robert talks to us about ...
Dec 05, 2019•20 min
