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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 future of accounting and finance!
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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.
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.
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.
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.
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.
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!
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.
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.
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!
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.
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!
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!
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.
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.
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.
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.
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.
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.
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!
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.
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