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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Kick back with the Count Me In Podcast as Adam Larson chats with Carol Sargent , Associate Professor of Accounting at Mercer University, about her journey as both mentor and mentee in academia and industry. Carol shares candid stories, practical advice, and a few humorous moments from her decades of mentoring professionals and students. From building trust in mentor-mentee relationships to handling ethical dilemmas in high-pressure environments, Carol offers real-world wisdom and actionable tips...
On this episode of Count Me In, Adam Larson sits down with Naranzul Ganzoring , a passionate entrepreneur and management accounting advocate from Mongolia. Zula shares her inspiring journey from falling in love with accounting as a student, to launching her own Finsight Academy and bringing international finance certifications to her home country. She opens up about the challenges she’s faced as a young business owner, her drive to unite Mongolian accounting professionals, and what motivates her...
Looking for real advice on beating burnout and building a work-life that actually feels good? This episode features Lindsay Barnett , executive coach and bestselling author of "Working Hell to Working Well," joining host Adam Larson for a refreshingly honest chat about rethinking your relationship with work. Lindsay opens up about her leap from the corporate HR grind to flexible part-time—and what she’s learned about balancing ambition, burnout, and everyday life. Expect practical strategies you...
Get to know Amer Al Ahbabi in this inspiring episode of Count Me In Podcast, hosted by Adam Larson! Amer shares his journey from discovering a passion for accounting and numbers in university, to earning his CMA certification and becoming the first Emirati on the IMA Global Board. He talks about the power of professional communities, the value of connecting with IMA chapters around the world, and how volunteering opens doors for learning, networking, and personal growth. Hear Amer discuss real-w...
Tune in to this engaging episode of the Count Me In Podcast, where we sit down with Rob Stephens , founder of CFO Perspective and an expert who brings a refreshing perspective to the often complex topic of behavioral finance. Rob sheds light on how this field not only intertwines with traditional finance but actually builds upon it, introducing the human elements behind financial decisions. Perfect for CFOs, controllers, and finance teams, Rob shares real-world applications of behavioral finance...
Join host Adam Larson for an insightful and refreshingly human conversation with Todd Thornock , Associate Professor at University of Nebraska-Lincoln and Academic Research Fellow at the Institute of Management Accountants. Todd brings a unique blend of academic research and real-world perspective to the art of understanding and motivating your team. In this episode, he explains why being “people first” matters even in a numbers-driven field like accounting and shares personal stories and surpri...
Join host Adam Larson as he sits down with Brian Hogeland , CFO of Packer Fasteners , in this SuiteWorld edition of Count Me In. Brian shares his journey from high school accounting classes to leading a fast-growing finance team, offering insights on how to manage rapid growth, adopt new technology, and foster a culture of curiosity and empowerment. He talks candidly about taking a company through an IPO, implementing ERP systems, and exploring AI with his team. Brian also gives practical advice...
Join host Adam Larson for a lively conversation with entrepreneur, speaker, author, and president of VisionEdge Marketing , Laura Paterson . Drawing on decades of experience, Laura shares her practical wisdom on building stronger partnerships between marketing and finance in today’s data-driven organizations. Discover why learning to speak each other’s language and focusing on real business outcomes rather than budget line items leads to smarter decisions and meaningful growth. Laura breaks down...
Get ready for another exciting bonus episode from SuiteWorld 25! Host Adam Larson sits down with Kimberlee Duval , CFO of Cymbiotika , an inspiring leader whose unconventional journey in accounting will resonate with anyone passionate about growth and purpose. Kimberlee shares how her early experiences shaped her career, the key lessons she learned while scaling startups, and why her mantra of “measure twice, cut once” is her guide for success. From working with supportive mentors and breaking t...
What happens when you mix a lifelong fascination with business, a love of personality quizzes, and a career in academic research? You get Kari Olsen , Department Chair at Utah Valley University and this episode’s featured guest! Join host Adam Larson as he chats with Kari about how our unique personality traits shape the way we work, especially in the world of accounting. Kari shares his journey from delivering newspapers as a kid to leading academic teams, revealing why understanding human beha...
Get ready for an inspiring chat with Evan Goldberg , co-founder and EVP at Oracle NetSuite , as he sits down with host Adam Larson at SuiteWorld 25. In this special bonus episode, Evan looks back on over 27 years of building the world’s #1 cloud ERP and shares honest stories about his entrepreneurial journey—successes, setbacks, and all the learning in between. Evan opens up about what sparked the idea for NetSuite, how seeing his own company grow helped shape the product, and how today’s AI too...
In this episode of Count Me In, host Adam Larson sits down with Elizabeth Lotardo , author of " Leading Yourself ," for a candid and refreshing conversation about finding purpose, battling burnout, and navigating real-life work challenges. Elizabeth shares relatable stories and actionable advice for anyone who’s ever wondered how to stay motivated in a less-than-dream job, or how to handle difficult coworkers and demanding bosses. From debunking hustle culture to practical tips on “phoning it in...
In this episode of Count Me In, host Adam Larson chats with John Rubinetti , President of B2B Payments at Deluxe , about what it really takes for mid-market companies to move from manual accounts payable and receivable processes to smart automation. John shares eye-opening stats (like 71% of firms still juggling AP/AR manually) and practical insights on making the switch, from overcoming resistance to integrating multiple payment systems. You'll get honest advice on preparing your team, what to ...
Get ready for a practical and energizing conversation with Lisa Levy , founder of Lcubed Consulting and author of " Future Proofing Cubed ." In this episode of Count Me In, host Adam Larson sits down with Lisa to talk all things adaptive transformation—what it is, why it matters, and how any organization (big or small) can break down silos, empower teams, and actually make change stick. Lisa shares her proven framework that borrows from the best of big business but is tailored for smaller, agile...
Thinking about starting—or leveling up—a global finance career? In this episode of Count Me In, host Adam Larson sits down with Unnamalai (Unzi) Ramanathan and Charu Solanki , two dynamic finance professionals who’ve taken their careers across India, Dubai, Hong Kong, and the US. Unzi and Charu get real about why finance skills are more in demand than ever, what sets certifications like CMA and CSCA apart, and how these credentials have helped them stand out in a changing industry. Listen in for...
In this episode of Count Me In, host Adam Larson chats with Mel Latu , author , founder and CEO of The Cash Flow Boss . Mel shares how her personal journey—balancing finances for two households during a family crisis—inspired her passion for cash flow forecasting and reshaped the way she approaches business. Mel breaks down common pitfalls small businesses face with their finances, and explains how real-time accounting, modern tools, and great habits can make a massive difference. With tips from...
In this episode, Adam Larson sits down with Steve Saah , Executive Director of Permanent Placement Operations at Robert Half , for a candid and practical chat about today’s challenging job market. Steve brings his extensive experience to the table, sharing real-world advice for both employers and job seekers—from how to attract and keep top finance professionals to how technology, remote work, and upskilling are shaking up traditional hiring trends. You’ll hear tips on what soft skills hiring ma...
Looking for a fresh take on ethics in the business world? In this insightful episode of Count Me In, host Adam Larson sits down with acclaimed professors and Curt Verschoor Feature of the Year authors Douglas Boyle , Daniel Haggerty , and Dana Hermanson . The trio brings their unique expertise—and plenty of real-world wisdom—to a lively conversation about what “virtue” really means in accounting, finance, and leadership. Daniel traces the roots of virtue all the way from Greek philosophy to mode...
On this episode of Count Me In, host Adam Larson sits down with Mike Jones , CEO and Managing Partner at Resound , for an eye-opening conversation about branding in the accounting industry. Mike shares his journey from helping his first accounting firm client rebrand to building the Remarkabrand index that tracks how firms stand out—or don’t. The two get into why brand differentiation matters way beyond just picking a nice logo or color scheme, and Mike breaks down the real business impacts, fro...
In this episode of the Count Me In, host Adam Larson welcomes Bill Koefoed , Chief Financial Officer at OneStream , for an engaging chat about how AI is revolutionizing finance. Bill breaks down the real-world impact of artificial intelligence and machine learning on financial forecasting, resource allocation, and everyday tasks like contract analysis and account reconciliation. He also shares why transparency matters with AI, how teams can build a culture of innovation, and what finance profess...
Jameson Galey, a dynamic finance leader, recounts his unconventional career, from stumbling into accounting and rapidly rising to CFO at 29, even amidst personal life changes and the pandemic. He shares insights from managing finances for hit TV shows like 'Married at First Sight' and building systems for a solar tech startup, emphasizing the importance of taking risks and continuous learning. His journey culminates in Ledgeroo, a gamified platform aiming to make accounting universally understood and enjoyable.
Ready to take your career to the next level? Join host Adam Larson as he chats with Brian Hock , Founder and CEO of HOCK International and expert in accounting and finance education, about what really matters when it comes to professional certifications like the CMA. Brian breaks down why earning the certificate is just the start—and why actually applying your knowledge, building communication skills, and getting involved at work are the keys to standing out (and moving up). Whether you’re just ...
Ready to level up your business operations? In this episode of Count Me In, host Adam Larson sits down with La Tonya Roberts , CEO of Harmony Consulting Group . La Tonya shares her journey from corporate consulting to helping small businesses thrive, opening up about real-world challenges and her favorite strategies for building sustainable growth, strong teams, and systems that actually work (without the burnout). Adam and La Tonya dig into how to make the switch from doing everything yourself ...
Curious about how HR and finance teams can work together to drive real change in the workplace? In this episode of Count Me In, host Adam Larson sits down with Vrinda Sasidhar , Vice President - HR Consulting at HSBC and a seasoned HR leader with 15 years of experience across banking, tech, and process outsourcing. Vrinda shares what she’s learned about building bridges between people and numbers—from using psychology to engage employees, to staying ahead in a world where AI handles the grunt wo...
Curious about becoming a thought leader or author? In this episode of Count Me In, host Adam Larson chats with Ben Cena, Co-founder at High Value Author , about how to turn your expertise into a nonfiction book that actually gets noticed. Ben shares his own story—starting with hating books—and explains how he now helps professionals use books as powerful tools for building brands, attracting clients, and opening doors. You’ll hear honest advice about why most books fail, what makes a book succee...
Ever wondered how a chemical engineering mindset can supercharge financial leadership? Join host Adam Larson as he sits down with Kingsley Afemikhe , CFO of Shield AI , for a refreshingly candid conversation about bringing engineering problem-solving to the finance table. Kingsley shares his unique journey from a family of chartered accountants in the UK to leading finance at one of the most innovative defense tech companies in the U.S. Listen in as Kingsley breaks down how first-principles thin...
Join host Adam Larson in this engaging of the Count Me In, as he sits down with Deirdre Ryan , the Global Finance Transformation Leader at EY , for an insightful conversation on the evolving role of CFOs in the digital age. With over 30 years of experience advising financial executives, Deirdre shares the pivotal challenges CFOs face today—balancing short-term value with long-term investment, driving innovation while mitigating risk, and building future-ready finance teams. Discover Deirdre's ex...
Join host Adam Larson on today's episode of Count Me In, where he welcomes Kris Russell , the Leadership Coach at Conscious Public Accountants . Kris, a seasoned leader in accounting and finance, shares his expertise on harnessing vulnerability as a strength in leadership. This engaging conversation explores how embracing vulnerability can transform personal well-being, enhance company culture, and even drive profitability. With personal anecdotes and practical advice, Kris emphasizes the courag...
Get ready for an enlightening chat with Alissa Vickery , the newly appointed interim CFO and the Chief Accounting Officer, SVP Accounting and Controls at Corpay , on Count Me In! In this episode, Alissa, who's appeared with us twice before, sits down with host Adam Larson to tackle the complex world of ESG reporting challenges and operations. At Corpay, Alissa's been knee-deep in this evolving landscape, and she's here to shed light on the hurdles finance teams face in adapting to new SEC regula...
Join host Adam Larson in an engaging conversation with John Hewitt , a remarkable figure in the accounting world. Despite never taking an accounting course, John has built multi-million dollar companies like Jackson Hewitt and Liberty Tax. In this episode, he shares how his father inspired his entrepreneurial journey and offers insights into franchising and self-employment. Whether you're considering entrepreneurship or curious about building a billion-dollar business, John provides valuable adv...
