Claim OwnershipThe IOFM Podcast
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The IOFM Podcast is the leading on-the-go resource for the latest news, skill-sharpeners and strategies in the world of Accounts Payable and Procure-to-Pay. Tune in for interviews and insights from top AP professionals and thought leaders as they dig in to what’s new in automation, tax and regulatory compliance, and industry benchmarks, plus hear case studies and listen in on Q&A with experts helping your peers in AP solve their toughest challenges.
This podcast is presented by IOFM, the leading provider of training, education and certification programs specifically for Accounts Payable, Procure-to-Pay, Global and Shared Services professionals as well as Controllers and their F&A teams. Learn more at www.iofm.com
This podcast is presented by IOFM, the leading provider of training, education and certification programs specifically for Accounts Payable, Procure-to-Pay, Global and Shared Services professionals as well as Controllers and their F&A teams. Learn more at www.iofm.com
59 Episodes
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Deepfake fraud is no longer a futuristic fear, it’s here, and it’s targeting accounts payable teams. With AI-powered voice, video, and image manipulation getting scarily convincing, finance professionals need to be ready. In this eye-opening episode, Debra Richardson breaks down how deepfakes are being used to manipulate vendor payments, impersonate executives, and bypass traditional fraud controls. She shares real-world examples and delivers practical tips AP teams can use to stay one step ahead. Whether you're a finance leader, AP manager, or frontline processor, this is a must-listen conversation on the next frontier of fraud—and how to defend against it.
As cryptocurrency becomes a more common payment method for businesses, fraudsters are evolving faster than ever, especially through Business Email Compromise (BEC) scams. In this episode, global treasury executive Lee-Ann Perkins shares her insights on how organizations can safely navigate cryptocurrency payments, project treasury operations, and leverage strategic technology to minimize risk. With 20+ years of experience leading treasury operations across multiple industries and countries, Lee-Ann discusses real-world examples of cryptocurrency fraud, the risks tied to private keys and wallet security, and actionable strategies to safeguard your company’s digital payments. Whether you’re exploring cryptocurrency for cross-border transactions, vendor payments, or customer receipts, this episode provides essential guidance for treasury and finance professionals looking to stay ahead of cybercriminals in a rapidly evolving financial landscape. Click here to access the article: Business Email Compromise (BEC) Has Evolved to Cryptocurrency Payments: How to Stay Safe
What does confidence really look like in a leadership role? Hint: It’s not about having all the answers, it’s about showing up with clarity, courage, and consistency, even in the face of chaos. In this episode, seasoned AP leader Nicole Caley shares the lessons she’s learned over two decades in the trenches of finance operations—offering real talk on confident decision-making, leading during change, and helping new managers find their footing. Whether you’re newly promoted, managing a growing team, or mentoring future leaders, this episode offers actionable takeaways you can start using right away. If you're leading (or want to lead) in AP, AR, or finance ops, this conversation will help you step into that role with confidence and authenticity.
Fraud prevention isn’t just a policy, it’s a mindset. And in Accounts Payable and Accounts Receivable, where money moves fast and pressure runs high, culture is everything. In this powerful episode, fraud expert Paul Zikmund breaks down what it really takes to build a culture of fraud awareness in finance. From real-world red flags to leadership blind spots, he explains why checklists and compliance alone won’t cut it, and how organizations can start shifting behaviors before a crisis hits. Bonus: How to overcome the most common excuses for not prioritizing fraud culture—and what’s at stake if you don’t. If you think your team is immune to fraud, this is the episode you can’t afford to miss.
What does real leadership look like in today’s finance operations? Monica Brooks isn’t here to sugarcoat it, but she will inspire you. In this energizing episode, Monica shares her journey from practitioner to powerhouse, offering candid lessons from her time in the trenches and the boardroom. From building high-performing teams to navigating nonstop change, she’s learned how to lead with both empathy and precision. Whether you’re managing a team or preparing for your first big step up, this is the episode you didn’t know you needed. Plus: Why she keeps coming back to IOFM’s Leadership Track, and what she hopes every future leader takes away from it. Listen now and unlock the kind of leadership that actually moves people, and businesses, forward.
Just before IOFM’s Spring event, news broke that the President had paused planned tariffs, seemingly good news for finance and supply chain pros. But according to our AR experts, that’s not the full story. In this timely episode, we unpack what the tariff delay really means for Accounts Receivable professionals. From empty ships returning from overseas to concerns about overstocked inventory, this conversation explores the deeper warning signs hiding behind the headlines. Is the supply chain truly stabilizing, or are we headed for a bigger reckoning? Even the best economists can’t fully predict what’s next. But for AR pros on the front lines of financial risk, staying alert to these shifts is essential. Listen in to make sense of the signals—and prepare for what’s coming.
What makes someone fall in love with tax law? For IOFM’s long-time speaker and compliance expert Jason Dinesen, it’s about more than numbers: it’s about people, purpose, and the power of clear, honest education. In this engaging episode, Jason pulls back the curtain on his career, from founding his own firm to becoming one of the most trusted voices in 1099 compliance. You’ll hear about what led him into the world of tax and accounting, what keeps him up at night in today’s shifting regulatory landscape, and why he keeps coming back to IOFM year after year. Whether you’re deep into tax season or just curious about the people shaping financial education today, this conversation will leave you informed, inspired, and maybe even laughing. Tune in now and meet the human side of compliance.
Summer is here, and so are vacations, long weekends, and out-of-office replies. But before you check out, it’s time for a quick check-in on something that often gets overlooked: cybersecurity. In this timely episode, Debra Richardson and Grace Chlosta revisit practical, often-forgotten cybersecurity tips that AP and AR professionals really need to know, especially when stepping away from the office. Whether you're planning your next trip or just came back from the IOFM Spring Conference, this episode is your go-to guide for staying safe on the move. Perfect for professionals headed on vacation, traveling for conferences, or just looking to up their cyber hygiene game. Whether you’re poolside or in a hotel lobby, this episode will help you protect your data and your team, no matter where work takes you.
Ever wonder if it’s too late to change careers? Whether you’re feeling stuck in your current role, craving more purpose, or simply curious about what else is out there, this episode is for you. Join career coach and former biochemist Madelyn Mackie as she shares her fearless journey from the lab to the stage to the boardroom. In this inspiring and practical conversation, Madelyn speaks directly to finance professionals navigating uncertainty, burnout, or big career dreams. Whether you're climbing the ladder in AP/AR, switching industries, or just figuring out your next step—this is your roadmap to a bold, authentic transition. Listen now and take the first step toward your next chapter.
Join us in this insightful episode as we sit down with Paul Zikmund, a renowned expert in enterprise risk management and forensic auditing. With years of experience in auditing and risk management, Paul shares his unique perspectives on: Implementing Robust Risk Management Programs: Learn how to develop and strengthen enterprise-wide risk management processes to meet escalating organizational demands. Conducting Successful Fraud Investigations: Gain insights into detecting and investigating financial statement fraud and understand the importance of professional skepticism and forensic procedures. Forensic Auditing Techniques: Explore the skill sets needed to uncover red flags of fraud using analytics procedures and data mining. Whether you're an auditor, risk manager, or simply interested in the intricacies of organizational risk, this episode offers valuable takeaways to enhance your understanding and approach. Click here to access the IOFM white paper discussed during this episode.
Staying compliant with payment reporting regulations is more critical than ever – so how can finance professionals ensure they have the knowledge and skills to do it right? In this episode, IOFM Content Manager Grace Chlosta sits down with returning guest and expert trainer Jason Dinesen to discuss the Certified Payment Reporting Specialist (CPRS) certification. Jason breaks down why this certification is essential for finance professionals, what attendees can expect from the CPRS training at the upcoming IOFM Spring Conference & Expo, and how certification can enhance career growth and organizational compliance. Whether you're considering certification or just looking to sharpen your expertise, this episode is packed with valuable insights. Tune in now to learn how CPRS certification can help you stay ahead in the ever-evolving world of payment reporting!
B2B payment fraud is more sophisticated than ever, making the Vendor Setup & Maintenance function a frontline defense for organizations. In this episode, Grace Chlosta sits down with vendor and fraud expert Debra Richardson, to break down the latest fraud tactics and the essential skills every vendor team member needs to stay ahead. You’ll learn about the latest fraud trends and why traditional red flags are disappearing, how deepfake technology, email compromise, and search engine scams are evolving, and tips for upskilling your team to meet today’s security demands. Fraudsters aren’t just sending suspicious emails anymore – they’re infiltrating vendor inboxes, altering phone records, and more. This episode is a must-listen for AP, Procurement, and Vendor Management professionals looking to strengthen their fraud defenses.
As we kick off 2025, we’re diving into one of the most crucial topics for financial professionals: setting yourself up for success this tax season. This episode features our compliance expert, Jason Dinesen, who shares actionable strategies to simplify your 1099 reporting and e-filing processes. Whether you’re navigating the latest IRS requirements or looking to avoid costly penalties, Jason’s insights will help you streamline operations and ensure compliance. Discover practical advice to start early, stay organized, and make 2025 your smoothest tax season yet.
In this episode, Jess Scheer talks with Rich Shively, a credit and collections expert with over 27 years of experience, recorded live at IOFM Fall. Rich shares his insights from a panel focused on the common challenges AR professionals face when customers extend credit terms, delay payments, or miss them altogether. Rich brings a practical perspective, drawing on his vast experience across companies of all sizes, to discuss how AR teams can maximize cash flow and streamline credit and collections without relying on expensive automation tools. He shares best practices for managing manual processes that still make a powerful impact on cash application, credit control, and customer service, offering listeners valuable, actionable steps to improve their collections approach and strengthen customer relationships.
Join Jess Scheer in conversation with Steve Fulmer in this live recording from the IOFM Fall Conference and Expo. Steve will share key insights from his popular session on preparing teams for transformative changes in AR processes, including automation. In this episode, Steve emphasizes that change isn’t always easy - especially in AR, where even small shifts can feel significant. Drawing on his experience leading peer roundtables and facilitating team transformations, Steve reveals how to spot and address the resistance that may quietly exist within teams. He offers practical takeaways to help AR leaders support their staff through change, ensuring smoother transitions and more successful implementations.
In this inspiring episode, Monica Brooks interviews Jamie Umpleby, a recently certified attendee who shares her journey to achieving certification at the IOFM Fall Conference and Expo. Jamie opens up about her decision to get certified, the experience of taking the class, and the valuable insights she gained along the way. Monica and Jamie discuss the certification process, exploring how the knowledge and skills Jamie acquired can make a difference in her career. Whether you’re considering IOFM certification, or looking for motivation to further your own professional development, this episode offers an inside look at the rewards of investing in yourself and your career.
In this episode, Jess and Les delve into effective strategies for boosting efficiency within Accounts Receivable. Recorded Live at the IOFM Fall Conference and Expo, they share insights from their experiences, offering listeners a roadmap to tackle common AR challenges, optimize processes, and embrace automation. This episode is a must-listen for AR professionals looking to make impactful changes in their operations. Jess and Les will discuss strategies for streamlining AR workflows, emphasizing time-saving techniques and organizational tips. You’ll learn about key automation tools and how they’re transforming AR processes to improve accuracy and speed. And you’ll hear firsthand accounts of the common obstacles AR teams face and how to approach solutions with confidence.
In this episode, host Monica Brooks sits down with Courtney Cote, a seasoned Accounts Payable Manager with 16 years of experience in the engineering, manufacturing, and tech sectors. Recorded live at the IOFM Fall Conference and Expo, this conversation dives deep into the journey of AP automation and how it can elevate both processes and careers. Courtney shares her firsthand experiences implementing automated solutions to drive efficiency, accuracy, and compliance in AP. For AP professionals curious about the power of automation and ready to take the next step in their own careers, this episode offers a wealth of practical advice and inspiring thoughts.
In this engaging episode, join Jeff and Jess as they unpack the top trends and challenges in Accounts Receivable discussed live at IOFM’s Fall Conference and Expo. Together, they explore their innovations driving AR forward and share practical strategies to optimize AR processes. Perfect for AR professionals looking to stay ahead, this episode offers real-world insights and actionable advice. Jeff and Jess will highlight major themes from the conference, from automation to evolving compliance standards in AR. They’ll discuss innovative solutions to common AR challenges, with a focus on improving cash flow and reducing payment delays. You’ll be inspired by their personal stories and experiences on overcoming obstacles and enhancing AR efficiencies in their roles.
In this special episode recorded live at the IOFM Fall Conference and Expo, Debra Richardson and Monica Brooks share their expertise and insights into fraud prevention in AP and AR. With decades of combined experience in AP and AR management, Debra and Monica explore the critical importance of fraud protection and the value of IOFM certification for finance professionals. Debra and Monica also share their personal journey as friends who met through IOFM, highlighting the power of professional connections within the finance community. This episode is a must-listen for AP and AR professionals looking to strengthen fraud prevention measures and become certified leaders in their field.
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