The IOFM Podcast is the leading on-the-go resource for the latest news, skill-sharpeners and strategies in the world of Accounts Payable and Procure-to-Pay. Tune in for interviews and insights from top AP professionals and thought leaders as they dig in to what’s new in automation, tax and regulatory compliance, and industry benchmarks, plus hear case studies and listen in on Q&A with experts helping your peers in AP solve their toughest challenges. This podcast is presented by IOFM, the lea ...
…
continue reading
Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
…
continue reading
In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
…
continue reading
Informative posts and video recaps about innovations, methods and technologies that are changing our world.
…
continue reading
Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
…
continue reading
Interarbor Solutions' Briefings Direct: Unique B2B informational podcasts that offer the value of objective perspectives from leading industry analyst Dana Gardner. Briefings Direct delivers actionable knowledge on the latest enterprise IT subjects to those who need to know the most about the business of IT now.
…
continue reading
PathQuest is a subsidiary of Pacific Accounting & Business Services (PABS). PABS is a renowned outsourced accounting firm, that has been revolutionizing the financial landscape for 15 years. Now, with PathQuest, we bridge the gap between financial operations and automation solutions. Our podcasts spill the beans on modern accounting, giving practical tips and expert insights. Say goodbye to accounting headaches and open doors to your business’s full potential.
…
continue reading

1
Unlocking the Secrets of Enterprise Risk Management
26:52
26:52
Play later
Play later
Lists
Like
Liked
26:52Join us in this insightful episode as we sit down with Paul Zikmund, a renowned expert in enterprise risk management and forensic auditing. With years of experience in auditing and risk management, Paul shares his unique perspectives on: Implementing Robust Risk Management Programs: Learn how to develop and strengthen enterprise-wide risk managemen…
…
continue reading

1
Mastering Payment Reporting: Why CPRS Certification Matters with Jason Dinesen
20:39
20:39
Play later
Play later
Lists
Like
Liked
20:39Staying compliant with payment reporting regulations is more critical than ever – so how can finance professionals ensure they have the knowledge and skills to do it right? In this episode, IOFM Content Manager Grace Chlosta sits down with returning guest and expert trainer Jason Dinesen to discuss the Certified Payment Reporting Specialist (CPRS) …
…
continue reading

1
Essential Skills for Vendor Team Members To Combat Today’s B2B Payment Fraud
44:53
44:53
Play later
Play later
Lists
Like
Liked
44:53B2B payment fraud is more sophisticated than ever, making the Vendor Setup & Maintenance function a frontline defense for organizations. In this episode, Grace Chlosta sits down with vendor and fraud expert Debra Richardson, to break down the latest fraud tactics and the essential skills every vendor team member needs to stay ahead. You’ll learn ab…
…
continue reading

1
Building an ADU in Westminster California
22:25
22:25
Play later
Play later
Lists
Like
Liked
22:25Adding an Accessory Dwelling Unit (ADU) to your property in Westminster, California is a great way to increase the value of your home, generate rental income, or create additional living space for family members. As California pushes for more housing, Westminster has enacted ADU-friendly regulations that make the process easier for homeowners. Why …
…
continue reading

1
Setting Yourself Up for Success: 1099 Compliance and E-Filing Tips for 2025
16:46
16:46
Play later
Play later
Lists
Like
Liked
16:46As we kick off 2025, we’re diving into one of the most crucial topics for financial professionals: setting yourself up for success this tax season. This episode features our compliance expert, Jason Dinesen, who shares actionable strategies to simplify your 1099 reporting and e-filing processes. Whether you’re navigating the latest IRS requirements…
…
continue reading
Details the history of engineered stone, from its invention in 1960s Italy by Marcello Toncelli to its widespread global use today. Key innovations, such as vibro-compression vacuum technology, enabled mass production. The article also discusses the different types of engineered stone, its various applications, and its environmental and health impa…
…
continue reading

1
AR Insights in Five: Rich Shively and Jess Scheer
5:28
5:28
Play later
Play later
Lists
Like
Liked
5:28In this episode, Jess Scheer talks with Rich Shively, a credit and collections expert with over 27 years of experience, recorded live at IOFM Fall. Rich shares his insights from a panel focused on the common challenges AR professionals face when customers extend credit terms, delay payments, or miss them altogether. Rich brings a practical perspect…
…
continue reading

1
AR Insights in Five: Steve Fulmer and Jess Scheer
11:26
11:26
Play later
Play later
Lists
Like
Liked
11:26Join Jess Scheer in conversation with Steve Fulmer in this live recording from the IOFM Fall Conference and Expo. Steve will share key insights from his popular session on preparing teams for transformative changes in AR processes, including automation. In this episode, Steve emphasizes that change isn’t always easy - especially in AR, where even s…
…
continue reading

1
The Value of IOFM Certification: A Journey to Success
9:22
9:22
Play later
Play later
Lists
Like
Liked
9:22In this inspiring episode, Monica Brooks interviews Jamie Umpleby, a recently certified attendee who shares her journey to achieving certification at the IOFM Fall Conference and Expo. Jamie opens up about her decision to get certified, the experience of taking the class, and the valuable insights she gained along the way. Monica and Jamie discuss …
…
continue reading

1
AR Insights in Five: Les Smeyers and Jess Scheer
9:18
9:18
Play later
Play later
Lists
Like
Liked
9:18In this episode, Jess and Les delve into effective strategies for boosting efficiency within Accounts Receivable. Recorded Live at the IOFM Fall Conference and Expo, they share insights from their experiences, offering listeners a roadmap to tackle common AR challenges, optimize processes, and embrace automation. This episode is a must-listen for A…
…
continue reading

1
Constructing an ADU in Anaheim - Highlights of ADU Express
24:05
24:05
Play later
Play later
Lists
Like
Liked
24:05Anaheim is making it easier for homeowners to build accessory dwelling units (ADUs) and junior ADUs (JADUs) as part of California's push to address the housing shortage. There are some interesting aspects of the regulations that are worth highlighting. If you own a single-family home, you can build both an ADU and a JADU on your property. The great…
…
continue reading

1
The Path to AP Automation: Insights from Courtney Cote
14:16
14:16
Play later
Play later
Lists
Like
Liked
14:16In this episode, host Monica Brooks sits down with Courtney Cote, a seasoned Accounts Payable Manager with 16 years of experience in the engineering, manufacturing, and tech sectors. Recorded live at the IOFM Fall Conference and Expo, this conversation dives deep into the journey of AP automation and how it can elevate both processes and careers. C…
…
continue reading

1
AR Insights in Five: Jeff Haller and Jess Scheer
11:55
11:55
Play later
Play later
Lists
Like
Liked
11:55In this engaging episode, join Jeff and Jess as they unpack the top trends and challenges in Accounts Receivable discussed live at IOFM’s Fall Conference and Expo. Together, they explore their innovations driving AR forward and share practical strategies to optimize AR processes. Perfect for AR professionals looking to stay ahead, this episode offe…
…
continue reading

1
Regional Artificial Intelligence Initiative for Southern Ontario
10:40
10:40
Play later
Play later
Lists
Like
Liked
10:40Conversation about the Regional Artificial Intelligence Initiative (RAII) Overview for Non-Profits The Regional Artificial Intelligence Initiative (RAII), a program offered by FedDev Ontario to support non-profit organizations in Southern Ontario. This initiative aims to accelerate the adoption of AI and promote economic growth through innovation. …
…
continue reading

1
Safeguarding Your Finances: Talking AP and AR Fraud with Debra Richardson and Monica Brooks
13:51
13:51
Play later
Play later
Lists
Like
Liked
13:51In this special episode recorded live at the IOFM Fall Conference and Expo, Debra Richardson and Monica Brooks share their expertise and insights into fraud prevention in AP and AR. With decades of combined experience in AP and AR management, Debra and Monica explore the critical importance of fraud protection and the value of IOFM certification fo…
…
continue reading

1
AR Insights in Five: George Uko and Jess Scheer
5:28
5:28
Play later
Play later
Lists
Like
Liked
5:28Join us for a quick, insightful 5-minute episode featuring George and Jess, two thought leaders in Accounts Receivable. Recorded live at the IOFM Fall Conference & Expo, this episode dives into their biggest takeaways from the event, industry lessons learned, and practical insights for AR professionals. George and Jess will share their most impactf…
…
continue reading
A conversation about how EchoVera's AP Automation for NetSuite helps companies get their payables under control. Find out more at; https://echovera.ca/ap-automation-invoice-processing-netsuite/ NetSuite Intelligent Data Capture Using Artificial Intelligence and automation, data is intuitively extracted from both paper or emailed invoices. The softw…
…
continue reading
How EchoVera's AP Automation for Sage Intacct optimizes accounts payable in organizations looking to automate manual work and reduce the time and frustration involved in processing supplier invoices. For more information visit: https://echovera.ca/ap-automation-for-sage/ Get visibility into payables with a seamless invoice capture system, invoice p…
…
continue reading
An entertaining conversation about how Garden Grove ADU Conversions work! Benefits of ADUs: The City of Garden Grove highlights the following advantages of ADUs: Affordability: ADUs are generally more affordable to construct than traditional homes due to not requiring land acquisition, extensive new infrastructure, or structured parking. Income Gen…
…
continue reading

1
TrinDocs Workflow Automation + Document Management Extends to the Shop Floor with PHTPlus
41:21
41:21
Play later
Play later
Lists
Like
Liked
41:21Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this video, discover how S+S Industries transformed its operations and boosted efficiency through its partnership with TrinSoft and TrinDocs. Join Jeremy Prichard as he is joined by Brady McClellan, Operations Manager at S+S Industries, Bobby Hagg…
…
continue reading

1
Behind the Spotlight: An Insider’s Guide to Speaking at an IOFM Conference
36:43
36:43
Play later
Play later
Lists
Like
Liked
36:43Join two of IOFM’s speakers as they take you behind the scenes of their journey to speaking at IOFM. Discover how they got started with IOFM, hear about their upcoming IOFM Fall sessions, and get their insider tips on making the most of your time at the Fall Conference. Whether you’re a first-time attendee or a seasoned pro, this episode will help …
…
continue reading

1
Save up to 50% of your Accounts Payable team's time.
11:08
11:08
Play later
Play later
Lists
Like
Liked
11:08Discover how to revolutionize your Accounts Payable operations and reclaim up to 50% of your team’s valuable time! Join us on our podcast as we delve into cutting-edge strategies and technologies that streamline processes, eliminate bottlenecks, and boost efficiency. From automated invoice processing to leveraging AI and machine learning, we uncove…
…
continue reading

1
From Direct Ships to Freight to Payables, TrinDocs Automates Manual AP Processes for Epicor P21 Users
32:15
32:15
Play later
Play later
Lists
Like
Liked
32:15Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! Join Jeremy Prichard from TrinDocs and Kim Hirdler, Assistant Controller at Productivity Inc., as they discuss the transformation of AP processes through automation. In this insightful conversation, Kim shares her experiences of moving from manual en…
…
continue reading

1
How AP Automation Transforms Cash flow for 70% of Businesses
12:12
12:12
Play later
Play later
Lists
Like
Liked
12:12Explore the transformative power of Accounts Payable Automation in our latest podcast episode! Did you know that for 70% of businesses, AP Automation significantly enhances cash flow management? Join us as we delve into how streamlined processes, reduced errors, and faster payments propel financial efficiency. Discover compelling insights into why …
…
continue reading

1
BI Tools Vital as Global Data Skyrockets by 187% Annually
15:15
15:15
Play later
Play later
Lists
Like
Liked
15:15Follow us on a journey into the heart of modern business intelligence (BI) tools, where data isn’t just numbers but the lifeblood of innovation. With a staggering 187% annual growth in global data, businesses today navigate an ocean of information to uncover insights that drive success. In this podcast, we unravel the transformative power of BI too…
…
continue reading

1
The Key to Aligning Accounts Payable and Procurement
26:40
26:40
Play later
Play later
Lists
Like
Liked
26:40Although procurement and AP are different stages of the same process, both areas tend to operate in silos, observes Katrina DeProfio-Carroll, a P2P global process owner. While the two departments’ day-to-day goals and the metrics they measure success with differ on the surface, they both have the same overarching objective — to make sure the organi…
…
continue reading

1
Embarking on a Successful Automation Journey
21:44
21:44
Play later
Play later
Lists
Like
Liked
21:44Automation is revolutionizing the way we approach AP, but implementing it successfully requires careful planning and a collaborative team. Rowena Froegel offers her expertise on how to embark on this journey, providing invaluable advice on fostering a positive attitude towards change and ensuring your team embraces automation with enthusiasm. You’l…
…
continue reading

1
67% of The Global Workforce has Access to Business Intelligence Tools, Why?
18:49
18:49
Play later
Play later
Lists
Like
Liked
18:49In this episode Amit and Joey will explore why more than 67% of businesses are using business intelligence tools to make better business decisions, boost productivity, and transform their business. They will talk about the industry wide BI tools adoption and how it uncovers the hidden opportunities, optimize operations, and drive business growth. A…
…
continue reading

1
Lack of data literacy costs the US economy more than $100 Billion a year
18:33
18:33
Play later
Play later
Lists
Like
Liked
18:33Does the lack of data literacy cost the US economy more than $100 billion annually? This is alarming, right? In this podcast, we together explore the causes, consequences, and solutions of this costly issue that arises due to the negligence of data literacy. Don’t miss out on the opportunity where our expert hosts, Amit B. and Joey Majdanski, share…
…
continue reading

1
Unlocking the Power of Accounts Payable Benchmarking
24:43
24:43
Play later
Play later
Lists
Like
Liked
24:43Benchmarking is a pivotal tool for any organization looking to stay competitive and efficient. Jennifer Huffman delves into why benchmarking is especially important in the AP industry, offering a comprehensive guide on how to measure your performance against your peers and competitors. Discover how to leverage these insights to drive meaningful cha…
…
continue reading

1
How The Open Group Portfolio of Digital Open Standards Supports Digital Business Transformation Journey
40:06
40:06
Play later
Play later
Lists
Like
Liked
40:06The next BriefingsDirect enterprise architecture (EA) discussion explores how a comprehensive portfolio of open standards and associated best practices powerfully supports digital business transformation. As companies chart a critical course to adopt agility using artificial intelligence (AI)-driven benefits, they need proven and actionable structu…
…
continue reading

1
Discovering Synergy Between Accounts Payable and Accounts Receivable
21:59
21:59
Play later
Play later
Lists
Like
Liked
21:59In many organizations, AP and AR are viewed as separate entities, each with its own set of challenges and objectives. However, Les Smeyers reveals how these two essential functions are, in fact, parts of a greater financial operation. Understanding and leveraging the synergy between AP and AR can lead to more efficient processes, improved cash flow…
…
continue reading
In March 2024, the IRS quietly released a new version of its Form W-9, “Request for Taxpayer Identification Number and Certification.” Although this revision had been pending for some time, the actual update was introduced with little fanfare. We spoke with tax expert Jason Dinesen to get a better understanding of how the form has changed and what …
…
continue reading

1
TrinDocs PO-Matching Helps eBS Vermeer Dealer Completely Automate 70% of Their Invoices - 100% Touch-Free!
41:32
41:32
Play later
Play later
Lists
Like
Liked
41:32Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! Is your accounts payable (AP) process bogged down by manual tasks and invoice headaches? In this episode, you'll see firsthand how TrinDocs' powerful AP automation solutions transformed Vermeer Wisconsin's AP operations. Learn how TrinDocs can help y…
…
continue reading

1
Reflecting on IOFM Spring with Debra Richardson: Key Takeaways and Event History
31:24
31:24
Play later
Play later
Lists
Like
Liked
31:24In this episode, we sit down with Debra Richardson, a beloved and long-time speaker at IOFM events. Known for her engaging sessions on fraud prevention, vendor master file management, and the integration of AI in accounts payable, Debra has become a crowd favorite over the years. Join us as Debra shares her journey into the world of public speaking…
…
continue reading
Jump on board folks. In this podcast ‘Dollars & Delays’, we with our expert hosts Amit B. and Joey M.; dive deep into the world of invoice exceptions – those pesky errors and inconsistencies that cause delays, discrepancies, and lost revenue. But fear not! We’re here with the key. We’ll discuss powerful AP automation solutions that streamline your …
…
continue reading

1
Elevate Your Accounts Payable Career: Securing Your Seat at the Table
22:12
22:12
Play later
Play later
Lists
Like
Liked
22:12Are you ready to take your AP career to the next level? Join us in this insightful episode as we explore essential strategies to help AP professionals stand out and secure a crucial seat at the decision-making table. We’ll delve into how you can shine in interviews by mastering practical tips and techniques that impress hiring managers and help you…
…
continue reading

1
From Microsoft Dynamics GP to Dynamics 365 Business Central, TrinDocs AP Automation Boosts Efficiencies with Seamless Integrations
30:34
30:34
Play later
Play later
Lists
Like
Liked
30:34Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this episode, host Jeremy sits down with Michael Christian, a seasoned TrinDocs user, to explore how he has used our AP automation solution to streamline accounting processes across different ERP systems and organizations. As Impreg Americas' Dire…
…
continue reading

1
Navigating the Invoice Automation Landscape
14:57
14:57
Play later
Play later
Lists
Like
Liked
14:57Explore a world where papers are less needed! Watch our new Podcast with the expert hosts Amit B. and Joey M.; In this episode, we get to learn about the game-changing AP automation solutions and the cutting-edge trends that are shaping businesses in managing their accounts payables.By John Bugh
…
continue reading

1
Make AI Adoption a Strategic, ROI-Focused, and Sustainable Transformation, Says HPE
42:34
42:34
Play later
Play later
Lists
Like
Liked
42:34The next BriefingsDirect expert interview podcast explores best practices for deploying artificial intelligence (AI) with a focus on sustainability and strategic business benefits. As AI rises as an imperative that impacts companies at nearly all levels, proper concern for efficiency around energy use and resources management has emerged as a key i…
…
continue reading

1
Raising the Profile of AP: Tips and Techniques
25:01
25:01
Play later
Play later
Lists
Like
Liked
25:01In this podcast, IOFM Managing Editor Royce Grayson Morse talks to Candace Jaramillo, certified P2P manager at Liberty Oilfield Services and brain-based coach. Jaramillo advises that the first step to creating positivity about AP within an organization is to simply listen — to employees and upper management alike. While taking on her current role, …
…
continue reading

1
From Chaos to Control Mastering AP Management
17:18
17:18
Play later
Play later
Lists
Like
Liked
17:18Join us on this podcast on “From chaos to control: Mastering AP Management”, where we unravel the art of Accounts Payable with expert insights and strategies. Join us on a journey to streamline processes, enhance efficiency, and conquer the challenges of AP management. Get ready to transform chaos into clarity and control. Let’s dive in!…
…
continue reading

1
Mastering Business Strategies with Business Intelligence
12:30
12:30
Play later
Play later
Lists
Like
Liked
12:30Welcome to the Podcast on Smart Moves, where we unravel the intricacies of mastering business strategies with Business Intelligence (BI). Join us on a journey through the data-driven landscape, where insightful decisions shape success. Whether you’re a seasoned entrepreneur or a budding professional, prepare to unlock the power of BI in this enligh…
…
continue reading

1
Unclaimed Property Strategies: More Than Simple Due Diligence
22:03
22:03
Play later
Play later
Lists
Like
Liked
22:03Unclaimed property expert Jim Sadik talks compliance with IOFM Content Manager Grace Chlosta in this interesting podcast on a topic that impacts most businesses. Organizations usually have at least some uncashed checks or credit balances that need to be managed in accordance with unclaimed property laws, but how they choose to handle them varies. S…
…
continue reading

1
Managing Change When You’re Change Averse
18:39
18:39
Play later
Play later
Lists
Like
Liked
18:39When Arecka Mather, APM, had to manage her team through a system conversion, she was particularly challenged. As a person who herself struggles with change, her leadership was essential to the success of the project, but she needed to overcome her own anxiety while getting everyone else on board as well. In this podcast, Arecka talks about her expe…
…
continue reading

1
TrinDocs Unique Leadership Approach Delivers User-Focused AP Automation Solutions
18:55
18:55
Play later
Play later
Lists
Like
Liked
18:55Welcome to TrinDocs’s podcast series, Efficiency Unleashed - Modern Solutions for Accounts Payable! In this episode, Heather Short, Director of TrinDocs, helps shed light on how the company drives core values of integrity, excellence, growth and happiness by focusing on the client and the end-users in all they do, featuring the TrinDocs Leadership …
…
continue reading

1
The Evolution of Accounts Payable | Manual to Automated
12:17
12:17
Play later
Play later
Lists
Like
Liked
12:17Our recent podcast episode explores the transformative journey of Accounts Payable (AP) from manual drudgery to seamless automation. Host Amit talks with Tom Johnson, a seasoned accounting professional, to shed light on the challenges faced in the past and the immense benefits reaped through automation.…
…
continue reading