Count Me In®

IMA® (Institute of Management Accountants)

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!

  1. 4D AGO

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

    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.

    38 min

  2. FEB 26 · BONUS

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

    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.

    32 min

  3. FEB 23

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

    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.

    31 min

  4. FEB 16

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

    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.

    30 min

  5. FEB 9

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

    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.

    32 min

  6. FEB 2

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

    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!

    33 min

  7. JAN 26

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

    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!

    33 min

  8. JAN 19

    Ep. 334: Anne DeTraglia - Embracing Feedback: Key Steps to Personal and Professional Growth

    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.

    51 min
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About

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!

Information

  • Creator
    IMA® (Institute of Management Accountants)
  • Years Active
    2019 - 2026
  • Episodes
    382
  • Rating
    Clean
  • Copyright
    ©Copyright 2019-2024 Institute of Management Accountants. All rights reserved.
  • Show Website
    Count Me In®

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