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. 2 DAYS AGO

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

    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.

    51 min

  2. 11 MAY

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

    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.

    31 min

  3. 4 MAY

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

    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.

    37 min

  4. 27 APR

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

    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!

    30 min

  5. 20 APR

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

    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.

    32 min

  6. 13 APR

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

    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.

    40 min

  7. 6 APR

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

    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.

    31 min

  8. 30 MAR

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

    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.

    37 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
    393
  • Rating
    Clean
  • Copyright
    ©Copyright 2019-2024 Institute of Management Accountants. All rights reserved.
  • Show Website
    Count Me In®

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