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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. 77: Ron Guymon - The Evolution of Accounting Education

Contact Ron Guymon: https://www.linkedin.com/in/ronald-guymon-369b1710/ Ron Guymon at U of Illinois : https://giesbusiness.illinois.edu/profile/ronald-guymon IMA Data Analytics & Visualization Fundamentals Certificate®: https://bit.ly/38Iy90l U of Illinois and IMA - Beyond the Basics: Data Analytics and Visualization for Accounting Professionals: https://giesbusiness-ima.thinkific.com/courses/btb-davap Ron's Articles Published: The Effect of Task Interdependence and Type of Incentive Contrac...

Jul 13, 202019 min

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

Colorado State University - Global: https://csuglobal.edu/ CSU - Global's Online Master's Degree in Professional Accounting: https://youtu.be/mLg6UTW0axo Contact Nicole Hulet: https://www.linkedin.com/in/nicolekhulet/ 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 I'm happy to bring you another bonus episode of our series. As we focus on IMA's theme of accounting educat...

Jul 09, 202015 min

Ep. 76: Shaila Bettadapur - Future of Work

Contact Shaila Bettadapur: https://www.linkedin.com/in/bettadapur/ FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back for episode 76 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. Technology had previously changed many roles and forced management accountants to upskill and grow at a rapid rate. Then recent events have caused the accounting and finance profession to evolve even faster than ever, but that only leads us to believe that the future of work ...

Jul 06, 202013 min

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

Contact Linda Devonish-Mills: https://www.linkedin.com/in/linda-devonish-mills-cma-cpa-cae-mba-88534610/ Contact Derek Fuzzell: https://www.linkedin.com/in/derek-a-fuzzell-cpa-cma/ IMA's D&I Toolkit: https://www.imanet.org/about-ima/diversity-and-inclusion FULL EPISODE TRANSCRIPT Mitch: (00:04) 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 today we have another special bonus episode relating to diversi...

Jul 02, 202038 min

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

Contact Shifra: https://www.linkedin.com/in/shifrakolsky/ FULL EPISODE TRANSCRIPT Adam: (00:05) Hi, everyone. Welcome back for episode 75 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and I'm pleased to introduce you to our featured expert speaker, Shifra Kolsky. Shifra is the Vice President and Assistant Controller and Finance at Discover she is responsible for external reporting, the SOX compliance program, accounting pol...

Jun 29, 202019 min

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

FULL EPISODE TRANSCRIPT Adam: (00:05) And we are back with episode 74 of Count Me In. IMA's podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and I'll be introducing you to our featured guests, Karim Ghandour. Karim is a succession strategist and the founder of Legacy Line Family Office. He joined my cohost Rouba to talk about the challenges that family businesses are facing during COVID-19 pandemic. Rouba asked Karim to share some of his insights ...

Jun 25, 202012 min

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

Mazars USA Links: https://mazarsusa.com https://www.linkedin.com/company/mazars-usa/ https://mazarsusa.com/ledger/ https://mazarsusa.com/pandemic-event-preparedness/ https://mazarsusa.com/consulting/ppp-services/ https://mazarsusa.com/services/business-financial-sustainability-program/ https://mazarsusa.com/paycheck-protection-program-analysis-tool/ Contact Our Featured Speakers: Alisha Jernack - https://www.linkedin.com/in/alisha-jernack-69882350/ John Confrey - https://www.linkedin.com/in/john...

Jun 22, 202020 min

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

Contact Marwan: https://www.linkedin.com/in/marwan-al-suwaidi-01189828/ Khalifa Fund for Enterprise Development: https://www.khalifafund.ae/ Khalifa Fund Mission: "To raise Entrepreneurs and SMEs efficiency by building capabilities, unlocking financing and service options, integration with different stakeholders and advocating the entrepreneurial culture." FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back for episode 72 of Count Me In, IMA’s podcast about all things affecting the accounting an...

Jun 18, 202019 min

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

Contact Jeremy: https://www.linkedin.com/in/jeremybehler/ FULL EPISODE TRANSCRIPT Mitch: (00:00) Welcome back for episode 71 of Count Me In IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong and I will be previewing our conversation between my cohost, Adam and Jeremy Belhar, the CFO at Sargento foods. In this episode, Jeremy discusses the importance of leadership when seeking to innovate and facilitate change. He shares some of his personal exp...

Jun 15, 202018 min

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

Contact Vidal Espinosa: https://www.linkedin.com/in/vidalespinosa/ Invictus Advisors: https://invictus-advisors.com/ 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 I am here with the 70th episode of our series. Our guest for today's conversation is Vidal Espinosa, the principal partner and CFO of Invictus Advisors. In his conversation with Adam Vidal explains why he be...

Jun 08, 202015 min

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 cri...

Jun 01, 202015 min

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

Miller & Company, LLP: https://www.cpafirmnyc.com/ FULL EPISODE TRANSCRIPT Adam: (00:06) Welcome back to episode 68 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'll be listening to an important conversation about the tax implications and guidelines for individuals and small to midsize businesses following the various government loans in response to the COVID-19 crisis. Paul Miller is a CPA with over 30 year...

May 28, 202015 min

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

Contact Gordon Hofman: https://www.linkedin.com/in/grhofman/ FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back for episode 67 of Count Me In . I'm your host Mitch Roshong, and I'll be bringing you to Adam's conversation with the vice president of finance for SSA Marine, Gordon Hoffman. SSA Marine is a global transportation and trucking firm with operations across five continents. Gordon is responsible for directing the financial strategy of the company and leading people in teams to efficient...

May 25, 202015 min

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

Contact Alain: https://www.linkedin.com/in/alainmulder/ Contact Bernardin: https://www.linkedin.com/in/bgeneralao/ Coronavirus Update from IMA: https://www.imanet.org/about-ima/jeff-thomson-on-the-coronavirus FULL EPISODE TRANSCRIPT Mitch : (00:05) Hey everyone. Welcome back for another special bonus episode of Count Me In. Over the last few weeks, we have interviewed various IMA staff members from across the globe and shared their perspectives on how business in their region is being handled fo...

May 21, 202013 min

Ep. 66: John Stretch - Stakeholder Capitalism

John’s website : http://www.johnstretch.com To view a selection of blogs visit http://www.johnstretch.com/blog You can find more examples of the author’s writing at these two websites: https://cfo.co.za and https://fpa-trends.com Also visit https://cfotalks.com/podcast/29-john-stretch/ John's recent book: https://www.amazon.com/dp/B086D93NPW/ref=sr_1_1?keywords=the+hidden+balance+sheet&qid=1585295817&s=digital-text&sr=1-1 John’s YouTube channel : https://www.youtube.com/channel/UC4Mv...

May 18, 202016 min

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

About Patricia Werhane: https://giesbusiness.illinois.edu/profile/patricia-werhane Article About Patricia Werhane: https://giesbusiness.illinois.edu/news/2019/10/01/werhane-tackles-tough-ethical-issues-for-gies-students FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. We are here for you today with episode 65 of our series. As we've addressed in many recent episodes, the Coronavirus has affected variou...

May 14, 202020 min

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

Contact Rohit Thakkar: https://www.linkedin.com/in/carohitthakkar/ FULL EPISODE TRANSCRIPT: Mitch : (00:00) 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 today we're going to hear about the popular topic of business partnering. Adam spoke with Rohit Thakkar, finance business partner at Adobe to define the role of a business partner and explain how you can guide the business with strategic decisions. So now...

May 11, 202016 min

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

International Management Accounting Day: https://www.imanet.org/about-ima/international-management-accounting-day IMA's website: https://www.imanet.org/ About IMA: https://www.imanet.org/about-ima FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world and happy international management accounting day. Every year. On May 6th,, IMA celebrates this global day of recognition to commemorate the important role manag...

May 06, 202022 min

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

CyberCecurity, LLC : https://www.cybercecurity.com/ Video Training by Ray and Mitch: https://www.cybercecurity.com/media-and-speaking/ Mitch's Blog : https://cybercecurity-mitch-tanenbaum-blog.com/ & https://mtanenbaum.us/ Contact Ray Hutchins: https://www.linkedin.com/in/hutchins/ Contact Mitch Tanenbaum: https://www.linkedin.com/in/mitch-tanenbaum-2589663/ FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance ...

May 04, 202018 min

Ep. 62: Doug Boyle - The Emotionally Intelligent Accountant

Contact Dr. Doug Boyle: https://www.linkedin.com/in/dr-douglas-m-boyle-dba-cpa-cma-4004468/ Dr. Boyle's Articles and Resources: https://sfmagazine.com/post-entry/june-2019-do-you-have-emotional-intelligence/ https://sfmagazine.com/post-entry/april-2019-leadership-skills-at-every-career-level/ https://www.imanet.org/-/media/977a1a6d07d3439588094827fdb768f0.ashx FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In . I'm your host, Adam Larson, and today you're going to hear how emoti...

Apr 27, 202019 min

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

Contact Jose Zavala: https://www.linkedin.com/in/jzavala03/ 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 Mitch Roshong and I will be your host for this episode. Today, you're going to hear Adam talk with Jose Zavala about how automation is the key to success of accounting and finance professionals. Jose explains the benefits, but he also addresses the challenges and pitfalls. He regularly hel...

Apr 20, 202019 min

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

Contact Chris Clulow: https://www.linkedin.com/in/chris-clulow-3832911/ Cummins: https://www.cummins.com/ FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast of all things affecting the accounting and finance world. I am your host, Adam Larson, and today's episode covers a few different topics. Chris Clulow, Corporate Controller of Cummins, talked with Mitch about leadership technology trends in the industry and the combination of the two for managing challenges ass...

Apr 18, 202017 min

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

Contact Danetha: https://www.linkedin.com/in/danethadoe/ hello@moneyandmimosas.com Money & Mimosas: https://www.moneyandmimosas.com/ FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong. In this episode we will hear from the creator of Money and Mimosas Danetha Doe. Danetha is also a freelance writer for financial institutions, a consultant and a former accountant who now st...

Apr 14, 202016 min

BONUS | Dr. Talal Abu Ghazaleh - The Godfather of Arab Accounting (with Rouba Zeidan)

Talal Abu-Ghazaleh Organization(TAGORG) https://www.linkedin.com/company/talal-abu-ghazaleh-organization/ Talal Abu-Ghazaleh: https://www.linkedin.com/in/talal-abu-ghazaleh-95b298/ Joa'an Abu Ghazaleh: https://www.linkedin.com/in/joa-an-abu-ghazaleh-701a9788/ FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back for another bonus episode of Count Me In. For today's conversation, we're going to hear my co-host Rouba Zeidan conduct a very special interview with the godfather of Arab accounting. Let'...

Apr 13, 202050 min

Ep. 58: Stephen Rivera - Leadership in Crisis: A Frontline Perspective

Stephen Rivera - https://www.linkedin.com/in/srivera/?trk=hp-identity-name Johnson & Johnson - https://www.jnj.com/ FEI Article: Sincerity, Authenticity and Collaboration in Finance: A Q&A with Johnson & Johnson’s Stephen Rivera - https://bit.ly/342iruE FULL EPISODE TRANSCRIPT...

Apr 06, 202018 min

BONUS | Hanadi Khalife - Business Continuity in the Middle East & India (with Rouba Zeidan)

Message to All IMA Stakeholders: From Jeff Thomson, IMA CEO, on the Coronavirus: https://www.imanet.org/about-ima/news-and-media-relations/newsletters/inside-ima/2020/3/5/message-to-all-ima-stakeholders-from-jeff-thomson-on-the-coronavirus IMA Middle East-Africa Website: https://imamiddleeast.org/en/ IMA India Website: https://www.imanet.org/?SelectedRegion={9153947C-B543-4A34-AF21-8FFD7D42D81E} FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back for a very special episode of Count Me In . I am ...

Apr 02, 202018 min

Ep. 57: Richard Starkey - Digital Nomads

Contact Richard Starkey: https://www.linkedin.com/in/richardstarkeyyves/ CronosNow: https://cronosnow.com/meet-the-team/ FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and I'm happy to bring you episode 58 of our series today. We welcome back Richard Starkey, serial entrepreneur, digital nomad and one of the first guests we had on our show. He talked to Mitch again this tim...

Mar 30, 202018 min

BONUS | Wendy Tietz - Leading Online Learning

FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. As we've said in previous episodes, IMA is here to support the profession through a variety of resources to keep management accountants connected during this time and a portion of our profession that has been significantly impacted by the movement to remote work due to the Coronavirus is the accounting academics. Yesterday, as of the release of this epis...

Mar 28, 202013 min

BONUS | Heather Fletcher - Quick Tips for those New to Remote Work

Heather's article: https://www.linkedin.com/pulse/6-tips-new-remote-worker-heather-fletcher/ Heather's Linktree: https://linktr.ee/heavenhealing FULL EPISODE TRANSCRIPT Mitch : (00:05) Hey everybody. Welcome back for another bonus episode of Count Me In . I'm your host Mitch Roshong. And today I'll be bringing you right up to another conversation on how to best manage working from home. This time Adam talked to Heather Fletcher, a freelancer and candidate manager who looks to offer some quick ti...

Mar 25, 202013 min
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