Count Me In®

IMA® (Institute of Management Accountants)
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Oct 30, 2025 • 25min

Count Me In at SuiteWorld 25 - Featuring Brian Hogeland

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.
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Oct 27, 2025 • 30min

Ep. 320: Laura Paterson - Break Silos: Unlock Collaboration Between Finance and Marketing

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.
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Oct 23, 2025 • 22min

Count Me In at SuiteWorld 25 - Featuring Kimberlee Duval

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.
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Oct 20, 2025 • 32min

Ep. 319: Kari Olsen - Breakthrough Approaches for Enhancing Collaboration and Team Synergy

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!
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Oct 16, 2025 • 19min

Count Me In at SuiteWorld 25 - Featuring Evan Goldberg

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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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.
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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.
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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!
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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.
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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!

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