Sage Intacct

APRIL 8, 2020

As the newly designed virtual Modern SaaS Finance Summit moved into its second week, Marc Linden, GM & EVP, Medium Segment Native Cloud Solutions (MSNCS) at Sage , co-led a session with David Spitz, Managing Director at KeyBanc Capital Markets. They discussed how SaaS companies should measure their position in light of today’s volatile business environment.

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AvidXchange

APRIL 23, 2020

Electronic invoicing (e-invoicing) and payments (e-payments) are shifting from the “nice-to-have” to “need-it-now” list for many companies. Because manual, paper-based accounts payable (AP) processes that rely on in-office workflows, printers, and mailing services are no longer dependable, businesses are looking for more reliable and accessible ways to handle their mission critical processes , like paying bills and receiving payments.

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Cloud Accounting Podcast

APRIL 28, 2020

Purchase Controller's Code: The Secret Formula to a Successful Career in Finance on Kindle: [link] Connect With … Mike Whitmire on Linkedin: [link] FloQast on the web: [link] Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.

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IMA's Count Me

APRIL 26, 2020

Contact Dr. Doug Boyle: [link] Dr. Boyle's Articles and Resources: [link] [link] [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In. I'm your host, Adam Larson, and today you're going to hear how emotional intelligent plays such a key role in the success of management accountants. Mitch spoke with Doug Boyle, the accounting department chair at the University of Scranton about this topic.

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Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

CloudZero

APRIL 17, 2020

We've been hearing from a lot of companies that cost is an area of focus right now. In the coming weeks, we have a series of webinars on cost optimization for you to learn more about steps you can take. The topics range from how downturns affect tech budgeting, how to create a strong tagging strategy, and a plethora of tips for saving on AWS. Check out what's coming up!

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Billah and Associates

APRIL 7, 2020

Employees of a small business organization always remain involved with the core activities of a business including production, sales and marketing and customer relationship management. This is one of the major reasons why bookkeeping activities are often overlooked in such business organizations. Here are some prominent benefits of hiring bookkeeping services for your small business.

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AvidXchange

APRIL 15, 2020

In what felt like an instant, the coronavirus pandemic forced business continuity to the forefront for American companies scrambling to enable most, if not all, of their employees to work from home. As AvidXchange moved to a widespread work-from-home setup and helped thousands of customers do the same by ensuring 24/7 remote access to their accounts payable , we wondered how many companies felt truly prepared for this kind of unforeseen scenario.

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Cloud Accounting Podcast

APRIL 7, 2020

Get to Know Heather Smith Heather Smith Cloud Stories Podcast Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser. Interested in sponsoring the Cloud Accounting Podcast?

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IMA's Count Me

APRIL 19, 2020

Contact Jose Zavala: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to Count Me In, IMA's a podcast about all things affecting the accounting and finance world. I'm Mitch Roshong and I will be your host for this episode. Today, you're going to hear Adam talk with Jose Zavala about how automation is the key to success of accounting and finance professionals.

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CloudZero

APRIL 17, 2020

We've been hearing from a lot of companies that cost is an area of focus right now. In the coming weeks, we have a series of webinars on cost optimization for you to learn more about steps you can take. The topics range from how downturns affect tech budgeting, how to create a strong tagging strategy, and a plethora of tips for saving on AWS. Check out what's coming up!

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

Sage Intacct

APRIL 22, 2020

Our software community requires new strategies to stay ahead of the curve in this rapidly changing business environment caused by Covid-19. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate managing cash, churn, expenses, and forecasting. In this session, a panel of experienced investors from private equity and venture capital shared tips for preserving cash, fundraising, and updating your board of directors in a tough business environment.

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Sage Intacct

APRIL 17, 2020

Sage Intacct’s virtual Modern SaaS Finance Summit moved into its third week with a focus on managing churn and cash flow. This panel tackled issues that are especially critical right now around customer-by-customer account evaluations, automation efficiencies and billing model adjustments. You can access the video and register for other summit sessions here.

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Sage Intacct

APRIL 3, 2020

Our software community is facing uncertain times from the COVID-19 pandemic. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate cash management, churn, expenses, and forecasting. For our first session on April 2, we gathered a panel of experts to discuss how they are staying ahead of the curve in this rapidly changing business environment caused by the Coronavirus.

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IMA's Count Me

APRIL 17, 2020

Contact Chris Clulow: [link] Cummins: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast of all things affecting the accounting and finance world. I am your host, Adam Larson, and today's episode covers a few different topics. Chris Clulow, Corporate Controller of Cummins, talked with Mitch about leadership technology trends in the industry and the combination of the two for managing challenges associated with today's crisis and its working conditions.

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

IMA's Count Me

APRIL 13, 2020

Contact Danetha: [link] hello@moneyandmimosas.com Money & Mimosas: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong. In this episode we will hear from the creator of Money and Mimosas Danetha Doe. Danetha is also a freelance writer for financial institutions, a consultant and a former accountant who now strives to help clients elevate their self-worth and thei

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AvidXchange

APRIL 13, 2020

SCM Real Estate Services provides private owners of office, retail and warehouse properties in Dallas/Fort Worth with property management services. In the face of the COVID-19 pandemic, like the majority of businesses, SCM had to close down their corporate office; but, because the team automates their AP (accounts payable) processes through AvidXchange, they were able to establish a location-independent workflow quickly and easily, and continue business as usual.

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IMA's Count Me

APRIL 5, 2020

Stephen Rivera - [link] Johnson & Johnson - [link] FEI Article: Sincerity, Authenticity and Collaboration in Finance: A Q&A with Johnson & Johnson’s Stephen Rivera - [link] FULL EPISODE TRANSCRIPT Stephen D. Rivera, CPA, CGMA, Vice President of the Global Technical Accounting Advisory Services & Policy group at Johnson & Johnson, joined Count Me In to talk about the value of authentic leadership, particularly in a time of crisis.

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Cloud Accounting Podcast

APRIL 3, 2020

Sponsors Melio Payments: [link] Jirav: [link] Show Notes [link] [link] Connect with Michael and Sabrina Michael Ly, Founder/CEO of Reconciled Website: [link] LinkedIn: [link] Twitter: [link] Facebook: [link] Sabrina Parsons, CEO of Palo Alto Software and Board Member of Oregon Pacific Bank Website: [link] LinkedIn: [link] Twitter: @mommyceo Get in Touch Thanks for listening and for the great reviews!

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Financial Statements

IMA's Count Me

APRIL 1, 2020

Message to All IMA Stakeholders: From Jeff Thomson, IMA CEO, on the Coronavirus: [link] IMA Middle East-Africa Website: [link] IMA India Website: [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back for a very special episode of Count Me In. I am your host, Adam Larson and I'm excited to announce Mitch and I will have a new cohost on the series, Rouba Zeidan.

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Sage Intacct

APRIL 15, 2020

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Cloud Accounting Podcast

APRIL 11, 2020

Sponsors Relay Finacial: [link] ClockShark: [link] BQE Core: [link] Links AICPA statements AICPA plan to use payroll processors [ press release update ] Fees on PPP loan prep [ press release ] Statements from the administration on PPP processing and/or disbursements: VP Pence on 4/7 saying 71B has been disbursed Kevin McCarthy on 4/8 on Fox News saying we got 70B out in two days and “this has been a very successful program when you look on every angle” Mnuchin said on 3/31 that “Treasury and the

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Cloud Accounting Podcast

APRIL 27, 2020

Sponsors Bill.com: [link] AccountingSuite: [link] BQE Core: [link] Links 03:45 - I’ll be right back. How to protect your energy during Zoom meetings - Fast Company 06:03 - The Best Wi-Fi Mesh-Networking Kits - The Wirecutter Google Wifi - Google 08:06 - Impact of COVID-19: State of Accountants Report - SmartVault Survey Shows Impact of COVID-19 on the Accounting Profession - CPA Practice Advisor 22:25 - Banks Gave Richest Clients ‘Concierge Treatment’ for Pandemic Aid - NYTimes 23:55 - Public Co

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Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

IMA's Count Me

APRIL 12, 2020

Talal Abu-Ghazaleh Organization(TAGORG) [link] Talal Abu-Ghazaleh: [link] Joa'an Abu Ghazaleh: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back for another bonus episode of Count Me In. For today's conversation, we're going to hear my co-host Rouba Zeidan conduct a very special interview with the godfather of Arab accounting. Let's listen in now.

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Cloud Accounting Podcast

APRIL 6, 2020

Sponsors BREX: [link] ClockShark: [link] BQE Core: [link] Show Notes 03:05 - Navigating the SBA Paycheck Protection Program [link] 04:20 - SBA Paycheck Protection Program [link] SBA issues details for Paycheck Protection Program loans [link] - Journal of Accountancy 06:28 - Fun facts about PPP loan stats from Jovita Carranza, 26th Administrator of the SBA [link] 11:01 - Some coronavirus stimulus checks may not arrive until September [link] Accounting Today 17:22 - Customers Fume as Wells Fargo,

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Cloud Accounting Podcast

APRIL 19, 2020

Sponsors SmartBooks Genie: [link] AccountingSuite: [link] BQE Core: [link] Show Notes 03:09 - SBA Paycheck Protection Program Report [link] - SBA 05:14 - Paycheck Protection Program Stats [link] COVID Loan Tracker [link] 06:17 - According to the JPMorgan Chase Institute, about half of all small businesses have a cash safety net worth less than 15 days.

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