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Sage Intacct and Next Series Club, a top SaaS finance community group, brought together Great Lakes finance experts to talk about what’s really working for them now. They shared their insights on “what-if” scenario planning and managing investors in uncertain times. Watch the panel session here.
In a flash, we were working from home. Now, many of us are returning to offices that likely look and feel much different than they did when we left them. Whether still working from home or phasing back to the office, adjusting to new ways of working can create anxiety and stress at a time when we need less worry and more balance. Now, more than ever, it’s important that we check in with our teams.
As cloud environments grow and evolve more rapidly than ever, and with new cloud services emerging every day, achieving and maintaining a high level of organization across hundreds of resources and global teams can seem like a daunting task. However, it’s not impossible, and can be done through tagging. This post will cover the fundamentals of tags, as well as a comprehensive roadmap to developing a tagging strategy.
Contact Shifra: [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Hi, everyone. Welcome back for episode 75 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and I'm pleased to introduce you to our featured expert speaker, Shifra Kolsky. Shifra is the Vice President and Assistant Controller and Finance at Discover she is responsible for external reporting, the SOX compliance program, accounting policy, corporate accounting and finan
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
New business startups face a lot of challenges in their initial stages. One of the primary issues they deal with is bookkeeping and accounting. Without a professional bookkeeper, the financial recording is haphazard. Mismanagement of transaction data and financial records leads to losses that businesses can’t overcome. Fortunately, bookkeeping services for small businesses are now available to provide startups with the right guidance in accounting and recording transactions.
New single-family home sales in the U.S. are on the rise. According to the Census Bureau and Department of Housing and Urban Development, sales increased 16.6% in May to a seasonally adjusted annual rate of 676,000. This is better than expected as MarketWatch reported analysts predicted a rate of 650,000, and Reuters' economists forecasted sales wo.
Sponsors Bill.com: [link] Synder: [link] Relay Financial: [link] Show Notes 06:22 – U.S. Treasury, SBA to disclose names of most businesses taking PPP loans - CNBC 08:06 – Members of Congress took small-business loans — and the full extent is unknown - POLITICO 08:21 – More on Rubio's flip-flopping record from last week's episode 11:19 – Charter Schools, Some With Billionaire Benefactors, Tap Coronavirus Relief - The New York Times 12:54 – SBA and Treasury streamline PPP loan forgiveness appl
Sponsors Bill.com: [link] Synder: [link] Relay Financial: [link] Show Notes 06:22 – U.S. Treasury, SBA to disclose names of most businesses taking PPP loans - CNBC 08:06 – Members of Congress took small-business loans — and the full extent is unknown - POLITICO 08:21 – More on Rubio's flip-flopping record from last week's episode 11:19 – Charter Schools, Some With Billionaire Benefactors, Tap Coronavirus Relief - The New York Times 12:54 – SBA and Treasury streamline PPP loan forgiveness appl
As businesses continue to grasp this new normal, adapting to operating remotely has brought to light the inefficiency of many back-office processes that are easily disrupted when a quick shift is required. Among those inefficiencies is the need to make on-time payments to suppliers, an even more critical responsibility during times of uncertainty when cash flow visibility is paramount.
FULL EPISODE TRANSCRIPT Adam: (00:05) And we are back with episode 74 of Count Me In. IMA's podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and I'll be introducing you to our featured guests, Karim Ghandour. Karim is a succession strategist and the founder of Legacy Line Family Office. He joined my cohost Rouba to talk about the challenges that family businesses are facing during COVID-19 pandemic.
Mazars USA Links: [link] [link] [link] [link] [link] [link] [link] Contact Our Featured Speakers: Alisha Jernack - [link] John Confrey - [link] Ryan Vaughan - [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back for episode 73 of Count Me In, IMA’s podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and I'm happy to share this very timely conversation held by my cohost Mitch and a small panel from Mazars Business Advisory.
Contact Marwan: [link] Khalifa Fund for Enterprise Development: [link] Khalifa Fund Mission: "To raise Entrepreneurs and SMEs efficiency by building capabilities, unlocking financing and service options, integration with different stakeholders and advocating the entrepreneurial culture." FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back for episode 72 of Count Me In, IMA’s podcast about all things affecting the accounting and finance world.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Contact Jeremy: [link] FULL EPISODE TRANSCRIPT Mitch: (00:00) Welcome back for episode 71 of Count Me In IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong and I will be previewing our conversation between my cohost, Adam and Jeremy Belhar, the CFO at Sargento foods. In this episode, Jeremy discusses the importance of leadership when seeking to innovate and facilitate change.
These are trying times and scammers are upping their game to take full advantage. According to cybersecurity expert and subject of Catch Me if You Can , Frank Abagnale , we’re living in a fraudsters’ paradise. “People are home working on computers. It’s a dream come true for fraudsters,” says Abagnale. “They are always looking for weak spots and we’ve given it to them.
Credit departments' shift from paper checks to digital payment platforms was underway well before COVID-19, but according to several experts, the pandemic is accelerating this transition. Diana Eagen and Frank Cook, of document automation and order management software solutions company Esker, said the current economic climate continues to ease.
U.S. housing starts have started to rebound; however, they are still well below the data from a year ago. Housing starts increased 4.3% in May, according to this week's announcement from the Census Bureau and Department of Housing and Urban Development. Yet, this is 23.2% below May 2019. Housing starts were at a seasonally adjusted rate of 974,000.
Speaker: Jason Chester, Director, Product Management
In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.
Working hard to collect payments from customers is challenging, but credit professionals know it's important remain exactly that: professional. However, not everyone follows the rules as was the case with three companies and their owners and managers who allegedly "cheated small businesses in New York and across the country out of millions of dolla.
The construction industry featured its latest accomplishment in May, adding 464,000 net new jobs—the largest monthly increase in more than 80 years, according to Associated Builders and Contractors (ABC). Although there were fewer jobs in May compared to the prior year, nonresidential construction employment added 237,000 net new jobs last month af.
A month after their worst fall in more than five years, import prices have rebounded to their best month in over a year. U.S. imports increased 1% in May, according to a release from the Bureau of Labor Statistics. Much of the increase is due to the large jump in fuel import prices, which shot up 20.5% in May. That was the largest increase since th.
Construction input prices have yet to establish a trend over the past few months, despite a slight increase in May. Although prices rose 0.8% last month, Associated Builders and Contractors (ABC) Chief Economist Anirban Basu said U.S. construction firms should focus their attention to "broader trends" given the current economic climate.According to.
The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.
As the coronavirus pandemic continues, so do online scams. Last week, Google warned the public of the ongoing battle against phishing attacks, some often involving fraudsters stealing confidential data as well as tricking those into believing they will receive financial relief.According to Google security experts, cybercriminals have been quite act.
Construction spending is still being impacted by COVID-19; however, outlays fell slightly lower than expected in April. Despite the better-than-expected fall, April's 2.9% drop was the worst since October 2018, according to Reuters. However, spending in April was 3% higher than April 2019, according to a release from the Census Bureau. Construction.
Contact Vidal Espinosa: [link] Invictus Advisors: [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back to Count Me In , IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong and I am here with the 70th episode of our series. Our guest for today's conversation is Vidal Espinosa, the principal partner and CFO of Invictus Advisors.
Sponsors Bill.com: [link] Jirav: [link] Justworks: [link] Links COVID Recovery Tracker COUNTY-BY-COUNTY TRACKER FOR DAY-BY-DAY TRACKING [link] Show Notes 07:56 – House Passes PPP Loan Forgiveness Bill, Treasury Issues Harsh Forgiveness Regulations—What You Need To Know – Forbes 10:52 – Relief Aid Stalls With Small Businesses Returning Loans Unused – Bloomberg Tax 11:35 – Overwhelming majority of publicly traded firms have not returned small business loans: review – The Hill 12:21 – SEC Is Sc
Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.
Sponsors Liscio: [link] OnPay: [link] PayPie: [link] Show Notes 06:15 - What Impact Did the TCJA Have on Homeowners? - AccountingWEB 06:57 - Racial Disparities and the Income Tax System – Tax Policy Center 09:07 - [OC] People Killed by Police Forces (Annual rate per 10 million people) - Reddit 11:28 - Police Unions And Civilian Deaths - NPR 12:41 - The Illusion of Race-Neutral Tax Policy - ITEP 13:41 - Executive at top U.S. accounting firm details plan to combat racism, says workers 'w
Sponsors Accountant Connect: [link] Melio Payments: [link] PayPie: [link] Show Notes 05:06 – Wave expands into banking with new small business account and debit card - BetaKit Wave Money is a new no fee bookkeeping solution aimed at small business users - TechRadar 07:39 – QuickBooks Online new features and improvements - March 2020 - Firm of the Future 09:05 – Banking App Lili Raises $10M In Seed Funding - PYMNTS.com 09:29 – Challenger bank Varo, soon to become a real bank, raises $241M
Sponsors Accountant Connect: [link] Synder: [link] Smansha: [link] Show Notes 09:59 – A Message from Founder and CEO Kurt Rathmann - ScaleFactor 12:06 – Fintech Startup That Raised $100 Million From Investors Bessemer And Coatue Is Abruptly Shutting Down - Forbes 14:05 – ScaleFactor is shutting down after coronavirus craters sales – Austin Business Journal 16:58 – ScaleFactor Announces “2.020” Vision, Including Plans to Build Marketplace for On-Demand Financial Solutions – Business Wire 19:45 –
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