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    Business

    Count Me In®

    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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    Copyright: ©2019, Institute of Management Accountants, Inc.

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    Latest Episodes:
    Ep. 319: Kari Olsen - Breakthrough Approaches for Enhancing Collaboration and Team Synergy Oct 20, 2025
    Show notes

    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 Oct 16, 2025
    Show notes

    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 Oct 13, 2025
    Show notes

    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 Oct 06, 2025
    Show notes

    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 Sep 29, 2025
    Show notes

    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!


    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. 315: How to Stand Out in International Finance with the CMA and CSCA Sep 15, 2025
    Show notes

    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 Sep 08, 2025
    Show notes

    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 Sep 01, 2025
    Show notes

    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 Aug 25, 2025
    Show notes

    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 Aug 18, 2025
    Show notes

    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.


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