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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 ...
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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.
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The CFO Corner

Auditoria.ai

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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 ...
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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 ...
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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.
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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.
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Join 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…
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Staying 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) …
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B2B 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…
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Adding 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 …
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As 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…
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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…
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In 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…
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Join 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…
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In 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 …
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In 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…
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Anaheim 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…
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In 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…
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In 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…
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Conversation 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. …
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In 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…
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Join 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…
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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…
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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…
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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…
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Welcome 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…
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Join 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 …
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Discover 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…
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Welcome 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…
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Explore 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 …
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Follow 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…
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Although 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…
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Automation 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…
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In 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…
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Does 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…
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Benchmarking 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…
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The 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…
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In 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…
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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 …
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Welcome 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…
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In 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…
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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 …
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Are 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…
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Welcome 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…
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The 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…
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In 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, …
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Join 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!…
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Welcome 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…
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Unclaimed 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…
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When 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…
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Welcome 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 …
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