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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…

IMA® (Institute of Management Accountants)


    • May 21, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 23m AVG DURATION
    • 387 EPISODES

    Ivy Insights

    The Count Me In podcast is an absolute gem in the accounting world. Hosted by Mitch and Adam, this podcast never fails to provide insightful and relevant conversations on all things accounting. Their ability to find unique angles with which to cover popular topics is truly commendable. As someone who appreciates podcasts that go beyond the surface level, I am always thrilled to see new episodes from Count Me In.

    One of the best aspects of this podcast is the caliber of guests they bring on. Mitch and Adam have a knack for securing top-notch experts in the field of accounting. These guests offer a wealth of knowledge and experience, making every episode a valuable learning opportunity. Whether it's discussing tax laws, auditing practices, or financial analysis techniques, the guests on Count Me In always deliver helpful insights that can be applied in real-world scenarios.

    Furthermore, the topics covered in each episode are highly relevant. Count Me In doesn't shy away from diving into complex subjects within finance and accounting. This podcast tackles issues that professionals in these fields face on a daily basis, providing listeners with practical advice and strategies to navigate their careers successfully.

    While it's hard to find any negative aspects of Count Me In, one potential downside could be that some episodes may delve into technical details that might not be suitable for listeners who are new to accounting or finance. However, this can easily be remedied by starting with episodes featuring more general discussions before progressing onto more specialized topics.

    In conclusion, I cannot recommend The Count Me In podcast enough. It consistently delivers educational content through its insightful interviews and relevant topic selection. Whether you're an accounting professional looking to stay updated on industry trends or someone looking to gain a deeper understanding of finance concepts, this podcast is definitely worth checking out. Mitch and Adam have truly created a show that stands out among other podcasts in the field of accounting.



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    Latest episodes from Count Me In®

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

    Play Episode Listen Later May 21, 2026 31:42 Transcription Available


    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 are such persistent pain points, what's really at stake when things fall through the cracks (one team nearly broke a debt covenant), and why cloud-storing your spreadsheets is just a sturdier shelf for a broken process.But this episode isn't just about commiserating. David shares how AI and automation are shifting accounting teams from reactive to proactive, with tools that loop you in the moment a contract is signed, automatically match expected payments to actuals, and give auditors a clean trail without the last-minute scramble. If you're ready to retire "we've always done it this way," tune in. _____________________________________________________________________________________________About FinQuery FinQuery, formerly LeaseQuery, is an intelligent subledger that simplifies lease accounting compliance (ASC 842, IFRS 16, GASB 87 & 96, SFFAS 54, and FRS 102) and automates accrual and prepaid accounting. Built by accountants for accountants, our AI-enabled, CPA-approved SaaS platform empowers 40,000+ professionals by abstracting source documents like leases, contracts, and invoices into a complete system of record. FinQuery integrates with and complements your ERP, simplifying complex accounting, accelerating month-end close, streamlining the audit, and enhancing internal controls.  Learn more at FinQuery.com.

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

    Play Episode Listen Later May 18, 2026 50:59 Transcription Available


    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 Theranos, and pick up practical strategies for recognizing and overcoming these vices in yourself and your organization. Daniel shares a philosopher's perspective on the roots of bad behavior, Douglas draws on his executive experience to talk about healthy versus harmful pride, and Dana connects classic wisdom to familiar fraud prevention tools. Whether you're a finance leader, student, or just curious about why fraud still happens, this is a conversation packed with insight, stories, and advice you can use right away—including a behind-the-scenes look at their award-winning article.

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

    Play Episode Listen Later May 11, 2026 30:33 Transcription Available


    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 benefits, or just want to understand what's really going on under the hood of the financial system, this episode is packed with candid insights and actionable tips from a trusted expert who's seen it all.

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

    Play Episode Listen Later May 4, 2026 36:43 Transcription Available


    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 in your workplace, moving past the fear of change, and turning your team into super adopters. Michael discusses his new book "Future Proof," explains why storytelling is your superpower in the age of AI, and gives actionable tips for leveraging tools like Claude Code in your daily workflow. Whether you're an AI skeptic or an aspiring tech disruptor, this episode offers a down-to-earth guide for thriving in today's AI-powered world.

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

    Play Episode Listen Later Apr 27, 2026 29:52 Transcription Available


    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 creative ways these groups are sparking genuine connections and professional growth for everyone—including nonmembers! From practical tips on ethics and engaging in tough workplace topics, to highlights from the small business and people & culture groups, this conversation sheds light on the real impact of joining an IMA Shared Interest Group.Whether you're looking to broaden your network, gain fresh perspectives, or simply want to know what goes on behind the scenes of these fast-growing communities, this episode is packed with honest answers and relatable moments. If you've ever wondered if there's an IMA Shared Interest Group out there for someone just like you, tune in. You'll leave feeling inspired to get involved!

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

    Play Episode Listen Later Apr 20, 2026 32:20 Transcription Available


    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 accounting and FP&A. In this conversation, Jon Morris opens up about why he bets big on technology, his approach to AI in finance, and the importance of accuracy and trust in automated systems. He talks about building tools like an AI CFO copilot, keeping customers close for the long haul, and why creating a sense of urgency in finance roles still takes a human touch, even in the age of AI. This episode is packed with honest stories, practical insights, and a little inspiration for anyone considering how to grow a business or leverage technology to stand out in a crowded market.

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

    Play Episode Listen Later Apr 13, 2026 40:01 Transcription Available


    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 operations and your life. Sharrin breaks down practical tips for balancing technology and human touch, building a winning team, and knowing when to let go even when it's tough. She gets real about hiring, firing, and the emotional side of owning a business, plus offers actionable strategies for anyone in accounting or any small business owner who wants to reclaim their time and sanity. If you're wondering how to work smarter, not harder, or just need some encouragement to try something new, this episode is packed with relatable stories, honest advice, and a dose of humor. Stick around for Sharrin's take on the future of the industry, and pick up some new ideas to level up your own firm.

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

    Play Episode Listen Later Apr 6, 2026 31:18 Transcription Available


    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 their business. She breaks down what “continuous close” really means, why explainable finance matters, and how automation doesn't just speed things up but actually makes accountants' lives easier (without replacing the crucial human touch). Whether you're curious about AI in finance, wonder why traditional monthly closes feel so outdated, or want to hear how teams can spend less time digging for answers and more time driving strategy, this episode has you covered. Tune in for stories, practical examples, and a vision of accounting that's not just faster, but smarter.

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

    Play Episode Listen Later Mar 30, 2026 36:34 Transcription Available


    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, and the pivotal moments when family support (including his wife's entire 401(k)!) made all the difference. Timothy offers practical advice for overcoming underpricing, inefficient business models, and hiring hiccups—and explains how he gained the confidence to lead with a servant mindset. Listen in as Timothy reflects candidly on what he wishes he knew starting out, and how his team leverages technology and AI to serve clients and stay efficient. If you're looking for the real story behind building a business from scratch—with all the ups and downs—don't miss this conversation. Whether you're a fellow entrepreneur or just love inspiring stories, Timothy's insights and humor will keep you listening. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Mar 23, 2026 29:26 Transcription Available


    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 how technology is shaping faster, more reliable month-end closes. Get practical insights on leveraging new ERPs and AI-driven reporting tools to simplify data chaos and boost your financial accuracy. Whether you work in accounting, finance, or operations—especially in the D2C space—this episode is packed with actionable advice and the kind of real-world examples you don't want to miss. Tune in and hear Sharoon Thomas's candid take on what healthy financial operations look like and why teaming up with your operations crew might be the smartest move you make this year. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Mar 16, 2026 31:13 Transcription Available


    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. With plenty of laughs and aha moments, this episode gives accounting and finance professionals, as well as anyone feeling stretched thin, practical tips to bring more clarity, intention, and creativity into their day-to-day. If you want energy-boosting ideas and real-world wisdom about tackling challenges and making impactful changes, you will love this conversation. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Mar 9, 2026 33:30 Transcription Available


    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 of accounting tech, you'll enjoy Joh's practical insights on prioritizing what matters, fostering innovation, and keeping up with the ever-changing landscape of AI. Hear firsthand how Campfire is rewriting the playbook for finance teams, why ruthless prioritization is John's secret weapon, and which red flags to watch for when evaluating new tech solutions for your business. Tune in for real stories, actionable advice, and a fresh perspective on leadership, tech, and the future of finance. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Mar 2, 2026 37:30 Transcription Available


    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 highs and lows: growing too fast, building a team, and learning how to course-correct. Melissa opens up about adapting to remote work during the pandemic and how that shift sparked new opportunities for her team. She also talks about launching the One Hour Bookkeeper, a project that helps stay-at-home parents and military spouses build careers on their own terms. Whether you're dreaming of starting your own business, seeking advice on managing growth, or just want to hear a real story about balancing family and ambition, this episode is for you. Grab your headphones, Melissa's story is full of motivation, practical tips, and a reminder that there is always a way forward. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Feb 26, 2026 32:19 Transcription Available


    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 finance team from scratch, navigating the complexities of SaaS billing, or keeping your organization future-ready, Sue's practical perspectives and candid advice are sure to inspire. Perfect for finance professionals and anyone interested in how a modern CFO drives growth and innovation while building trust across the business. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Feb 23, 2026 31:09 Transcription Available


    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 customers will value. Find out why understanding what customers care about and how they actually make purchase decisions can help you stand out from competitors. Learn how to confidently raise prices when needed and avoid common mistakes when communicating those changes. If you want your pricing to truly reflect the value you deliver, this episode has actionable tips, relatable examples, and fresh ideas worth hearing. Discover what happens when you combine financial know-how with a behavioral mindset, with guidance straight from Etinosa Agbonlahor. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Feb 16, 2026 30:44 Transcription Available


    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 and lasting relationships between banks and finance professionals. David also gives a behind-the-scenes look at how he leads his team with a focus on joy and purpose. Packed with actionable insights and candid advice, this episode is a must-listen for anyone curious about the future of payments, technology in banking, and how innovation really happens in finance. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Feb 9, 2026 32:39 Transcription Available


    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 narratives. She opens up about what it means to be a transformative leader, the essential role of empathy in her leadership style, and why staying adaptable is crucial with so much rapid change in tech and AI. Whether you're just starting out or dreaming of the C-suite, you'll find plenty of actionable takeaways on building soft skills, networking, and embracing lifelong learning. Dive in for an engaging chat and get a fresh take on the future of finance, leadership, and the constantly evolving world of transport and logistics. ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Feb 2, 2026 33:09 Transcription Available


    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 right-hand to the CEO. Discover why being inquisitive, building strong relationships, and developing real business acumen are essential for success. Plus, hear how staying curious and learning continuously keeps leaders ahead in a fast-moving world. Whether you're thinking about your next move or just want to hear what it's really like behind the scenes, this episode packs in thoughtful tips and inspiration for every finance professional. Don't miss it! ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Jan 26, 2026 33:32 Transcription Available


    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 prep. He shares real-world examples of how students can get sidetracked by the endless stream of AI-generated questions and why understanding foundational concepts still matters more than ever. The conversation covers common mistakes, creative ways to use AI effectively, and how human experience and quality materials really make the difference. Whether you're prepping for an upcoming exam or just curious how technology is changing education, this episode is packed with hands-on advice, relatable stories, and clever insights. Tune in for a down-to-earth chat that will help you study smarter, not just harder! ___________________________________________________________BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

    Ep. 344: Anne DeTraglia - Embracing Feedback: Key Steps to Personal and Professional Growth

    Play Episode Listen Later Jan 19, 2026 51:07 Transcription Available


    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 every level. You'll hear practical stories and advice, from embracing feedback (even when it's hard to hear) to finding the balance between authority and vulnerability. Anne discusses real leadership moments, like trusting her managers, letting go of the need to know everything, and even using AI to get creative with coaching. Whether you're leading a team, starting your career, or just want to get better at giving and receiving feedback, this episode is full of relatable, actionable insights and a good dose of humor. Tune in for a refreshing take on what it means to grow and succeed as a leader. BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Jan 12, 2026 33:36 Transcription Available


    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 world. Plus, Rich shares practical tips for protecting yourself and your organization. If you're curious about the under-the-radar crimes that really shake up people's lives, this episode is a must-listen. BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Jan 5, 2026 51:44 Transcription Available


    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 education isn't enough for today's workforce, breaks down the challenges of first-year shock, and highlights the importance of mentorship and hands-on experience. Hear how Tim is bringing creativity, energy, and storytelling into accounting education and why these skills are more essential than ever. Whether you're a seasoned pro, new to the field, or just want a peek into what it takes to keep the wild Savannah Bananas thriving, this episode is the perfect way to set an inspired tone for the new year. Dive into a conversation that will motivate, inform, and maybe even make you laugh as you start 2026! BILL is a leading financial operations platform for startups to established brands. Headquartered in San Jose, California, we're a trusted partner of leading US financial institutions, accounting firms, and accounting software providers. We empower business owners, CFOs, controllers, and accountants to save time and take control of their payables, receivables, spend, and expense management. For more information, visit bill.com.

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

    Play Episode Listen Later Dec 30, 2025 34:52 Transcription Available


    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 surprisingly simple power of a 5-minute break). If you've ever wondered about the difference between everyday stress and real burnout, how changing just a few habits can make a huge difference, or how to balance ambition with self-care, this is the episode for you. Ting brings both empathy and expertise, making complex challenges feel relatable and offering practical tips you'll actually want to try. Tune in for an honest, uplifting conversation packed with real stories, helpful strategies, and a reminder that it's okay (and important) to play, have fun, and set boundaries—even in the busiest seasons of life.

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

    Play Episode Listen Later Dec 22, 2025 34:26 Transcription Available


    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-proof their businesses and careers. Whether you're running your own company or leading a department, you'll come away with ready-to-implement tips for attracting new leads, nurturing relationships, and building a solid foundation for growth—even during a downturn. Draye Redfern's real talk on marketing, team dynamics, and building lasting customer relationships will keep you hooked from start to finish. Tune in for high-energy ideas, personal stories, and a toolkit to help you turn challenges into your next big opportunity!

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

    Play Episode Listen Later Dec 18, 2025 31:39 Transcription Available


    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 talent, to how banks are beefing up cybersecurity and adapting their budgets, this conversation is packed with practical wisdom for anyone navigating finance, technology, or even their own career. Whether you're a finance professional or just a curious listener, you'll walk away with a fresh perspective and some insider stories you won't hear anywhere else.

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

    Play Episode Listen Later Dec 15, 2025 56:28 Transcription Available


    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 chat about the real power of AI, why boldness is built one small “receipt” at a time, and how leaders can foster cultures where experimentation thrives. If you're looking for honest inspiration and tangible steps to disrupt yourself before something else does, this episode is for you.

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

    Play Episode Listen Later Dec 11, 2025 16:33 Transcription Available


    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 organizations still aren't using these powerful tools, what holds them back, and how advances in technology are making detailed cost analysis more accessible than ever. She shares practical advice on preparing your finance teams for innovation, overcoming common data challenges, and the first steps leaders should take to get started. Whether you're a finance professional, business leader, or just curious about the latest trends in cost management, this episode will deliver real-world insights and actionable tips straight from an industry thought leader. Don't miss Colleen's fresh perspective on how to transform your organization's approach to profitability!

    Ep. 326: Carol Springer Sargent - Why Every Professional Should Be Both a Mentor and a Mentee

    Play Episode Listen Later Dec 8, 2025 34:06 Transcription Available


    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. Whether you're just starting your career or looking to pay it forward, you'll find inspiration in Carol's down-to-earth approach to growing both professionally and personally. Don't miss this engaging conversation on emotional intelligence, self-awareness, and the power of genuine connection.

    Ep. 325: Naranzul Ganzorig - Building a Community of Finance Professionals in Mongolia for Lasting Growth

    Play Episode Listen Later Dec 1, 2025 30:12 Transcription Available


    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 to balance entrepreneurship, parenthood, and teaching. Hear firsthand how Zula is helping shape the future of finance in Mongolia — breaking down barriers, building community, and empowering the next generation of management accountants. Whether you're in finance, education, or just looking for an uplifting story about innovation and impact, this is a conversation you won't want to miss!

    Ep. 324: Lindsay Barnett - Stop the Burnout Cycle: Simple Steps to Regain Your Energy

    Play Episode Listen Later Nov 24, 2025 35:33 Transcription Available


    Looking for real advice on beating burnout and building a work-life that actually feels good? This episode features Lindsey 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. Lindsey 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 can try right away, like mindful moments during your day, “job crafting” to take control of your workload, and how even the simplest actions (like buying a bigger water bottle!) can help recharge your energy. No generic corporate pep talks here—just easy, actionable ideas and real stories that might finally help you bridge the gap from “working hell” to working well. Tune in for relatable insights, lively conversation, and the reminder that you deserve a work life that fits you. Check out Lindsey's bestselling book for even more of her wisdom!

    Ep. 323: Amer Al Ahbabi - Leading With Purpose: How Volunteering Fuels Professional Growth

    Play Episode Listen Later Nov 17, 2025 25:10 Transcription Available


    Get to know Ahmed Al Ahbabi in this inspiring episode of Count Me In Podcast, hosted by Adam Larson! Ahmed 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 Ahmed discuss real-world skills, building local chapters, and why being part of a global community matters for accountants and finance professionals everywhere. Whether you're thinking about joining IMA or leveling up your career, this conversation is packed with practical advice, encouragement, and stories you won't want to miss.

    Ep 322: Rob Stephens - Mastering Behavioral Finance: Unlock Better Decisions for Your Organization

    Play Episode Listen Later Nov 10, 2025 30:18 Transcription Available


    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 in corporate settings, from mergers and acquisitions to consumer psychology. Learn about the decision-making processes that can make or break a business and discover practical tools to improve communication and awareness. Whether it's understanding the group dynamics in management or navigating the tricky waters of debt and equity, Rob's insights are invaluable. Don't miss this episode if you're looking to enhance your financial decision-making with a touch of human psychology.

    Ep. 321: Todd Thornock - Creating Strong Teams with People-First Practices

    Play Episode Listen Later Nov 3, 2025 35:03 Transcription Available


    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 surprising research findings on personality traits in the workplace. Discover practical tips to build trust, curiosity, and self-awareness as a leader, and learn how understanding the individual personalities on your team can transform your workplace culture. If you're looking for thoughtful takeaways and fresh motivation to connect with your colleagues, this conversation is packed with useful insights and inspiration to help you lead with empathy and intention.

    Count Me In at SuiteWorld 25 - Featuring Brian Hogeland

    Play Episode Listen Later Oct 30, 2025 24:41 Transcription Available


    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 on automation, upskilling employees, and embracing change while keeping trust and human judgment at the heart of finance. If you're looking for real-world lessons from a forward-thinking leader, you'll enjoy this engaging episode.

    Ep. 320: Laura Paterson - Break Silos: Unlock Collaboration Between Finance and Marketing

    Play Episode Listen Later Oct 27, 2025 30:03 Transcription Available


    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 common traps like “random acts” of marketing, reveals how aligning around purpose improves performance, and gives actionable advice for CFOs and finance leaders who want to genuinely connect with their marketing counterparts. With real-world stories and plenty of energy, Laura discusses the transformative power of customer-centric strategies and outcome-based budgeting, all while highlighting the importance of using data for insight, not just information. Perfect for anyone in marketing, finance, or leadership, this episode is packed with fresh ideas and relatable anecdotes that will inspire collaboration and drive success. If you're ready to move from transaction to strategy and make a real impact. Don't miss this engaging conversation.

    Count Me In at SuiteWorld 25 - Featuring Kimberlee Duval

    Play Episode Listen Later Oct 23, 2025 21:36 Transcription Available


    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 the mold in corporate leadership, to building teams where curiosity thrives and mistakes are part of the process, Kimberlee offers candid stories and actionable advice on cultivating a culture that empowers people to grow, learn, and truly love what they do. Plus, you'll hear her insights on embracing AI and technology in accounting, ensuring that her teams spend less time crunching numbers and more time thinking strategically.Whether you're climbing the ranks in finance, leading a team, or just looking for inspiration, don't miss this conversation packed with heart, humor, and practical wisdom from Kimberlee Duval.

    Ep. 319: Kari Olsen - Breakthrough Approaches for Enhancing Collaboration and Team Synergy

    Play Episode Listen Later Oct 20, 2025 32:08 Transcription Available


    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 behavior is more relevant than ever for organizations. The two discuss everything from the surprising upsides of traits like narcissism, to how managers can use personality insights to build stronger, happier teams. Whether you're a leader or an employee, you'll pick up practical tips and fascinating stories that can help you work better with colleagues (and maybe learn a little about yourself along the way). If you're curious about how personality shapes performance and culture at work, you won't want to miss Kari's fresh take, packed with research and relatable advice!

    Count Me In at SuiteWorld 25 - Featuring Evan Goldberg

    Play Episode Listen Later Oct 16, 2025 19:01 Transcription Available


    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 tools, like NetSuite's new “Ask Oracle” feature, are changing the game for finance teams of all sizes. Whether you're leading a startup, part of a fast-moving finance department, or just excited about the future of business tech, you'll love Evan's insights on innovation, building for scale, and the skills tomorrow's leaders will need. Tune in for a friendly, down-to-earth conversation packed with wisdom and a dose of real-world inspiration.

    Ep. 318: Elizabeth Lotardo - Practical Ways to Lead Yourself Through Change and Everyday Stress

    Play Episode Listen Later Oct 13, 2025 34:18 Transcription Available


    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” when you need to, Elizabeth's insights will have you rethinking what self-leadership actually means. Whether you're leading a team or just trying to survive Monday, you'll walk away with tools to boost your mindset, improve your work relationships, and take control—even when everything feels uncertain. Don't miss this engaging chat packed with wisdom, humor, and the perfect dose of real talk.

    Ep. 317: John Rubinetti - Unlocking Efficiency: AP And AR Automation For Finance Teams

    Play Episode Listen Later Oct 6, 2025 28:59 Transcription Available


    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 look for in automation platforms, and why empowering your finance pros matters more than ever. If you're looking to save time, reduce errors, or just get your team out of endless reconciliation work, don't miss this episode—John's straightforward tips and real-world stories make automation less intimidating and a lot more achievable.

    Ep. 316: Lisa Levy - Accelerate Growth with Adaptive Transformation

    Play Episode Listen Later Sep 29, 2025 33:26 Transcription Available


    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 companies—including a smart mix of people, process, and technology. You'll hear real-world examples of process documentation, lessons from failed projects, and the critical role of innovation in keeping companies nimble and competitive. Lisa also reveals her "Innovation Engine" approach, offering actionable steps for creating a culture where anyone can contribute new ideas—without going on lengthy retreats or burning hours in meetings. If you're a leader ready to move from firefighting to future-focused, don't miss Lisa's insights, stories, and practical takeaways you can use today. Plus, she shares a special offer for Count Me In listeners at the end!

    Ep. 315: How to Stand Out in International Finance with the CMA and CSCA

    Play Episode Listen Later Sep 15, 2025 36:07 Transcription Available


    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 practical advice on building financial expertise, developing strategic and analytical skills, and navigating the ups and downs of international career moves. The conversation is packed with honest stories about adapting to new cultures, constant learning, and networking—including how to find your niche in a crowded field. Whether you're a student, a recent grad, or a finance pro thinking about your next step, this episode has plenty of actionable tips to help you chart your own path to global success. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 314: Mel Latu - Small Changes, Big Impact: Building Strong Financial Foundations

    Play Episode Listen Later Sep 8, 2025 27:01 Transcription Available


    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 years of working in turnaround consulting, she offers practical strategies that empower business owners to take control of their cash flow and plan for the future. Tune in for an engaging, down-to-earth conversation packed with real stories, actionable advice, and the inspiration you need to rethink your approach to financial management! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 313: Steve Saah - How Companies Can Attract and Retain Top Accounting Talent

    Play Episode Listen Later Sep 1, 2025 30:44 Transcription Available


    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 managers are looking for, why company culture matters more than ever, and the smartest ways job candidates can stand out (it takes more than just updating your resume!). Whether you're leading a finance team, looking for your next big opportunity, or trying to make sense of industry changes, you'll find plenty of actionable insights and fresh perspectives in this lively conversation with one of the most trusted voices in accounting and finance talent.Read more about today's topic: 2025 Finance and Accounting Job Market Outlook Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep 312: Douglas Boyle, Daniel Haggerty, and Dana Hermanson - Aristotle and Accounting: Building Virtue to Fight Fraud

    Play Episode Listen Later Aug 25, 2025 32:08 Transcription Available


    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 modern business, showing why courage, strength, and excellence matter just as much today. Doug and Dana share practical examples from their teaching and research, exploring why business education often misses the mark on building character—and how professionals at any stage can start making ethical choices that go beyond simply following rules. Tune in for a thought-provoking, accessible discussion that will have you rethinking what it truly means to lead with integrity. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 311: Mike Jones - Achieving Growth and Loyalty Through Clear Brand Differentiation

    Play Episode Listen Later Aug 18, 2025 37:15 Transcription Available


    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, from pricing flexibility to client loyalty and successful mergers and acquisitions. With insights on branding pitfalls (hint: acronyms and too much blue) and the impact of private equity on firm identities, Mike offers practical advice that's both actionable and inspiring. Whether you're in a solo practice or part of a big firm, you'll pick up fresh ideas on telling your firm's story, attracting new talent, and setting yourself apart in a crowded market. Buckle up for a unique take on accounting marketing you probably haven't heard before! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 310: Bill Koefoed - Unlocking AI in Finance for Better Forecasts

    Play Episode Listen Later Aug 11, 2025 26:37 Transcription Available


    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 professionals should do to keep their skills sharp. Packed with practical advice and firsthand stories, this episode offers an accessible and exciting look at the future of finance with AI. Don't miss Bill's expert take on embracing the tech that's reshaping the industry! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 309: Jameson Galey - Learning and Growing with Every Career Leap

    Play Episode Listen Later Jul 28, 2025 19:18 Transcription Available


    On this episode of Count Me In, Adam Larson sits down with Jameson Gale, CMA, CPA, and dynamic finance leader whose career has spanned TV production, entrepreneurship, and innovative tech startups. Jameson is also the founder of Ledgeroo, a platform designed to help bring accounting education to the world by making it affordable and accessible through bite-sized, gamified lessons. He shares how an unexpected opportunity launched him into accounting, why he fell in love with the field, and the wild ride of becoming a CFO at just 29 years old (including a “tiny” life change: getting married right before the pandemic hit!). From navigating the tricky finances behind hit shows like "Married at First Sight," to building financial systems for a solar tech startup, Jameson's story is packed with lessons about taking risks, hustling for what you want (hint: sometimes that involves Craigslist), and keeping your passion for learning alive. Jameson gives us a candid look at what it's like to transition between industries, build your own tools from scratch, and bravely bet on yourself when everyone says otherwise. Whether you're an accounting pro, an aspiring entrepreneur, or just love a good real-world success story, you'll find inspiration and maybe a few laughs in this engaging, relatable conversation. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 308: Brian Hock - Bridging the Gap Between Certification and Work

    Play Episode Listen Later Jul 7, 2025 30:54 Transcription Available


    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 starting out or eyeing that next big promotion, Brian shares plenty of practical advice: choosing the right certification for your goals, making the most of continuing education, and preparing for real-world workplace challenges. There's even some straight talk about what to do when you don't know the answer, the power of networking inside your organization, and how to set yourself up (and your team) for long-term success. Tune in for an episode packed with career wisdom, honest stories, and actionable tips—with Brian Hock's trademark straightforward approach making it all refreshingly clear. Don't miss this thoughtful take on how to turn certifications into actual career wins! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 307: La Tonya Roberts - Adopting Big Business Practices for Small Business Success

    Play Episode Listen Later Jun 23, 2025 32:04 Transcription Available


    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 to confident delegation, ways you can borrow Fortune 500 strategies without overwhelming your team, and the major impact that company culture has on your success. You'll also hear practical advice about strategic planning, using data for better decisions, and creative ways to use AI to boost your business. Whether you're a small business owner, team leader, or just curious how successful organizations operate behind the scenes, you'll find plenty of fresh insights and actionable tips. Tune in for a motivating conversation and walk away ready to make your business simpler, smarter, and more sustainable—with expert guidance from La Tonya Roberts. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

    Ep. 306: Vrinda Sasidhar - Building Strong HR and Finance Partnerships

    Play Episode Listen Later Jun 9, 2025 26:35 Transcription Available


    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 work. Tune in for Vrinda's practical tips on staying curious, continuously growing your skills, and navigating the challenges of today's rapidly evolving finance landscape. If you're interested in how modern HR and finance teams can collaborate for success—and you want advice that's as real as it is actionable—this candid conversation is worth a listen. Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

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