

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!
Episodes
Mentioned books

Oct 13, 2025 • 34min
Ep. 318: Elizabeth Lotardo - Practical Ways to Lead Yourself Through Change and Everyday Stress
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.

Oct 6, 2025 • 29min
Ep. 317: John Rubinetti - Unlocking Efficiency: AP And AR Automation For Finance Teams
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.

Sep 29, 2025 • 33min
Ep. 316: Lisa Levy - Accelerate Growth with Adaptive Transformation
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!

Sep 15, 2025 • 36min
Ep. 315: How to Stand Out in International Finance with the CMA and CSCA
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.

Sep 8, 2025 • 27min
Ep. 314: Mel Latu - Small Changes, Big Impact: Building Strong Financial Foundations
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!

Sep 1, 2025 • 30min
Ep. 313: Steve Saah - How Companies Can Attract and Retain Top Accounting Talent
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

Aug 25, 2025 • 32min
Ep 312: Douglas Boyle, Daniel Haggerty, and Dana Hermanson - Aristotle and Accounting: Building Virtue to Fight Fraud
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.

Aug 18, 2025 • 37min
Ep. 311: Mike Jones - Achieving Growth and Loyalty Through Clear Brand Differentiation
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!

Aug 11, 2025 • 26min
Ep. 310: Bill Koefoed - Unlocking AI in Finance for Better Forecasts
In this episode of the Count Me In, host Adam Larson welcomes Bill Koefoed, Chief Financial Officer at OneStream, for an engaging chat about how AI is revolutionizing finance. Bill breaks down the real-world impact of artificial intelligence and machine learning on financial forecasting, resource allocation, and everyday tasks like contract analysis and account reconciliation. He also shares why transparency matters with AI, how teams can build a culture of innovation, and what finance professionals should do to keep their skills sharp. Packed with practical advice and firsthand stories, this episode offers an accessible and exciting look at the future of finance with AI. Don’t miss Bill’s expert take on embracing the tech that’s reshaping the industry!

Jul 28, 2025 • 19min
Ep. 309: Jameson Galey - Learning and Growing with Every Career Leap
On this episode of Count Me In, Adam Larson sits down with Jameson Galey, CMA, CPA, and dynamic finance leader whose career has spanned TV production, entrepreneurship, and innovative tech startups. Jameson is also the founder of Ledgeroo, a platform designed to help bring accounting education to the world by making it affordable and accessible through bite-sized, gamified lessons. He shares how an unexpected opportunity launched him into accounting, why he fell in love with the field, and the wild ride of becoming a CFO at just 29 years old (including a “tiny” life change: getting married right before the pandemic hit!). From navigating the tricky finances behind hit shows like "Married at First Sight," to building financial systems for a solar tech startup, Jameson’s story is packed with lessons about taking risks, hustling for what you want (hint: sometimes that involves Craigslist), and keeping your passion for learning alive. Jameson gives us a candid look at what it’s like to transition between industries, build your own tools from scratch, and bravely bet on yourself when everyone says otherwise. Whether you’re an accounting pro, an aspiring entrepreneur, or just love a good real-world success story, you’ll find inspiration and maybe a few laughs in this engaging, relatable conversation.


