The IOFM Podcast
About the IOFM Podcast 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 leading provider of training, education and certification programs specifically for Accounts Payable, Procure-to-Pay, Global and Shared Services professionals as well as Controllers and their F&A teams. Learn more at www.iofm.com
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Inside the AP Fraud Bootcamp: Four Cases Worth Learning From
10/14/2026
Inside the AP Fraud Bootcamp: Four Cases Worth Learning From
In this episode, AP expert Debra Richardson joins host Grace Berube to review real, anonymous fraud cases submitted by attendees of the AP Fraud Bootcamp session and the lessons AP teams can take from them. Debra shares what the submissions revealed about the industries, systems, and vendor volumes involved, then walks through four cases: a bank change request where the confirmation call reached the wrong person, an attempted scheme built on a fake CEO message sent through WhatsApp, a $100,000 fraud avoided thanks to a successful confirmation call, and a $600,000 loss tied to a vendor self-registration portal. Along the way, Debra offers practical fixes, from scripted confirmation calls to treating portals as just another document delivery method, and reflects on what the session taught her about trust in the vendor process. WHAT YOU’LL LEARN IN THIS EPISODE What a crowd-sourced look at real fraud cases reveals about the industries, ERP systems, and company sizes being targeted, from 400 vendors to 70,000. Why a confirmation call is only as strong as the person you reach, and how a scripted call that asks for the last five digits of the existing bank account can authenticate the right contact. How a fraudster impersonating the CEO over WhatsApp tried to work through an internal team member, and why a request from the CEO is itself a red flag. Why the confirmation call is still worth the effort, illustrated by the case where it helped one team avoid a $100,000 fraud. How a vendor self-registration portal became the entry point for a $600,000 loss, and why portals should be treated as one more delivery method with the same controls in place.
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CPRS Certification Update: What to Know Before You Enroll
10/07/2026
CPRS Certification Update: What to Know Before You Enroll
In this episode, IOFM trainer Jason Dinesen rejoins host Grace Berube to give an update on the Certified Payment Reporting Specialist (CPRS) certification, which focuses on 1099 reporting. Jason explains that the program is designed to help participants understand the issues, know where to look for answers, and become the go-to person for information reporting in their organization. He describes how the course flow is refined to match an AP professional’s day-to-day experience, which topics form the core of the curriculum, and what is new for 2026, including the move from FIRE to IRIS and changes to dollar thresholds. Jason and Grace also cover the shift to an electronic exam with three attempts, and the in-person and on-demand options for earning the certification. WHAT YOU’LL LEARN IN THIS EPISODE What the CPRS certification covers, and why it is one of IOFM’s most advanced programs given how often 1099 regulations and mechanics change. How the course helps you understand the issues and know where to find answers, rather than expecting you to know every detail of 1099 reporting. Which core topics the course covers, including the W-9, which payments are reportable, specific boxes on Forms 1099-NEC and 1099-MISC, e-filing, IRS penalties and CP2100 letters, and an introduction to Form 1042-S. What is new in the 2026 content, including IRIS replacing FIRE as the filing system and the higher dollar threshold that now applies to certain payments in place of the long-standing $600. How the exam has changed from a paper-based test taken in the room to an electronic exam you can complete on site or later, with three attempts and a generally high pass rate. Where to earn the certification, including upcoming in-person sessions in Austin and Orlando and the on-demand option available year-round.
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Inside IOFM’s Vendor Management & Fraud Prevention Workshops
08/19/2026
Inside IOFM’s Vendor Management & Fraud Prevention Workshops
In this episode, AP expert Debra Richardson joins host Grace Berube to walk through the five sessions she is presenting in 2026 on vendor management and fraud prevention — four of which are new. All five connect in some way to fraud, covering everything from hands-on workshops on vendor authentication and process design, to a specialist-focused session on daily fraud prevention, a cross-departmental look at how other teams can inadvertently undermine vendor controls, and a crowd-sourced session where attendees share their own real fraud experiences and get peer and expert feedback in real time. Debra also makes the case for networking as seriously as you take formal learning, because peer connections often turn out to be just as valuable as the sessions themselves. WHAT YOU’LL LEARN IN THIS EPISODE What’s inside Debra’s flagship three-hour workshop on vendor authentication, validation, and management — including the two additions she’s made for 2026 and why she updates the framework every year. How a companion workshop lets attendees apply what they’ve learned by walking through their own vendor processes and identifying gaps in real time. Why standard cybersecurity training often misses what AP specialists actually face daily — and what a dedicated internal controls session can do to fill that gap at the user level. How other departments like IT, procurement, and treasury can unknowingly create vulnerabilities in the vendor master file, illustrated by Debra’s own experience discovering purchasing had edit access to critical vendor contact data. Why Debra’s crowd-sourced fraud session stands apart: instead of press-release case studies, participants share their own attempted and successful fraud stories — with full details and real solutions — and get live feedback from peers and experts.
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Don’t Panic! A Guide to 1099 Errors for AP Teams
08/05/2026
Don’t Panic! A Guide to 1099 Errors for AP Teams
In this episode, compliance expert Jason Dinesen joins host Grace Berube to walk through what AP teams should do when they discover an error on a filed 1099 or realize they missed filing one altogether. Jason explains how the IRS’s matching process actually works, which errors matter and which ones don’t, and how the penalty structure gives teams more breathing room than they might expect. He also covers what happens when a form should have been filed but wasn’t and closes with a brief history lesson on the 1099’s void box. WHAT YOU’LL LEARN IN THIS EPISODE Why the IRS files 1099s the way it does — and how understanding the computer matching process clarifies which errors actually need to be corrected. Which errors don’t require a correction at all — including wrong first names, outdated addresses, and small dollar discrepancies that fall under the de minimis threshold. Which errors do need to be fixed — including wrong last names, incorrect taxpayer ID numbers, significant dollar amount errors, and forms filed in the wrong box or on the wrong form type. How the August 1st correction deadline works, what it means for penalty exposure, and what to do if you discover a form that should have been filed but wasn’t. What the void box on a 1099 actually is, where it comes from, and why it’s largely a relic of the paper-filing era.
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AI-Powered Fraud: What AP Teams Are Up Against
07/22/2026
AI-Powered Fraud: What AP Teams Are Up Against
In this episode, fraud expert Paul Zikmund joins host Grace Berube to walk through four AI-driven fraud schemes that are reshaping the threat landscape for AP teams. From deepfake voice calls impersonating executives to business email compromise powered by large language models, phantom vendors with entirely fabricated online identities, and AI bots quietly submitting small invoices at scale, Paul breaks down how each scheme works, what real-world losses have looked like, and what AP professionals can do — both with traditional controls and new AI-detection tools — to stay ahead of increasingly sophisticated attacks. WHAT YOU’LL LEARN IN THIS EPISODE How deepfake voice cloning works — and how fraudsters use it to impersonate executives and pressure AP teams into authorizing wire transfers. Why AI-generated business email compromise is harder to catch than ever, with LLMs crafting contextually accurate emails that reference real projects, vendors, and relationships to request fraudulent bank changes. What phantom vendor fraud looks like when bad actors use generative AI to build a complete fake company — website, LinkedIn profiles, deep-fake employees, and all — and win legitimate contracts. How automated invoice manipulation works as a “death by a thousand cuts” scheme, with AI bots submitting hundreds of small, below-threshold invoices across multiple locations over months. What AP teams can do right now — from deepfake detection tactics on video calls, to code words for banking changes, to building a closer working relationship with cybersecurity and investing in continuous fraud training.
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Three Vendor Audits Every AP Team Should Be Running
07/08/2026
Three Vendor Audits Every AP Team Should Be Running
In this episode, AP expert Debra Richardson joins host Grace Berube to walk through three audits every vendor team should have in place to reduce fraud exposure. Using the real-world case of a Facebook diversity manager who stole nearly $5 million by exploiting gaps in vendor creation and invoice approval, Debra explains how segregation of duties, security access, and vendor process compliance each address a distinct vulnerability — and why doing only one or two of the three still leaves the door open. She also covers new NACHA fraud monitoring requirements taking effect in 2026 that make documented, auditable vendor processes not just good practice, but a compliance obligation. WHAT YOU’LL LEARN IN THIS EPISODE How a single employee at Facebook created and approved fraudulent vendors and invoices for years — and what segregation of duties controls would have prevented it. What a segregation of duties audit covers in the vendor process, and why no one team member should be able to create a vendor, approve an invoice, and release a payment. Why a security audit goes hand in hand with segregation of duties, including how access granted years ago (or during the pandemic) may still be sitting in your system unnoticed. What a vendor process audit is, why controls tend to erode over time, and how a regular audit keeps teams following the right steps even during busy periods like month-end or year-end. How new NACHA fraud monitoring rules — and potential insurance requirements — are making it necessary to not only have vendor fraud controls in place, but to document and verify that they’re actually being followed.
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Five Ways to Improve Your Information Reporting in 2026
06/24/2026
Five Ways to Improve Your Information Reporting in 2026
In this episode, compliance expert Jason Dinesen joins host Grace Berube to share five practical steps AP teams can take to strengthen their information reporting processes. With 1099 season behind them, Jason walks through foundational W-9 habits, a pair of new Treasury regulations on cloud transactions, the IRS’s plan to retire the FIRE e-filing system, the growing complexity of state 1099 filing obligations, and the value of having written procedures in place before the next reporting cycle begins. WHAT YOU’LL LEARN IN THIS EPISODE Why collecting W-9s remains the most foundational habit in information reporting — and how it addresses most common 1099 problems. What the Treasury Department’s 2025 regulations on cloud transactions mean for AP teams — including how SaaS payments, particularly to foreign providers, may factor into information reporting obligations. What AP teams using the IRS’s FIRE e-filing system should know about the planned transition to IRIS, including the differences in transmitter codes and file formats. How to stay on top of state 1099 filing obligations across the 39 states that may require some form of information return, and a simple calendar-based approach to tracking rule changes. Why written procedures matter beyond internal organization — and how documented processes can serve as evidence of reasonable cause in the event of an IRS audit.
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W-9 Collection: Five Bad Habits Putting Your Vendor Data at Risk
06/17/2026
W-9 Collection: Five Bad Habits Putting Your Vendor Data at Risk
In this episode of The IOFM Podcast, Debra Richardson joins host Grace Berube to discuss the year-round importance of W-9 collection and what a new IRS draft form could mean for AP teams. The key change in the draft: sole proprietors, who previously could supply either a Social Security Number or an EIN, would now be required to provide only an SSN — potentially triggering a mass recollection effort from existing vendors. With sensitive data like SSNs on the line, Debra walks through five common but risky habits AP teams fall into when collecting W-9s, from using unsecured email to routing documents through internal team members, and explains why each one creates real exposure to fraud and data breaches. What you'll learn in this episode When and why you need to collect a new W-9 The key difference in the draft W-9: Why the IRS's new SSN requirement for sole proprietors is a bigger deal than a typical form revision Why collecting W-9s over standard email is risky — including identity spoofing, misdirected messages, and more How a mass email outreach can go badly wrong — specifically, the CC vs. BCC mistake Why routing vendor documents through internal team members is a security risk and what to do instead For more information about topics reviewed in this episode, check out this article here:
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Not Your Parents’ Better Business Bureau: Top BBB Tools to Stop Fraud
10/07/2025
Not Your Parents’ Better Business Bureau: Top BBB Tools to Stop Fraud
When you think of the Better Business Bureau, you might picture the place your grandparents went to find a plumber. But today’s BBB is so much more: it’s a modern fraud-fighting resource for both consumers and businesses. In this episode, Grace sits down with fraud expert Debra Richardson to explore how the BBB has evolved from its 1912 roots into a critical tool for stopping scams before they hit your bottom line. From the powerful BBB Scam Tracker, a free national database of nearly 521,000 reported scams, to weekly scam alert emails, localized fraud education, and resources for validating vendors, the BBB is working on the frontlines of fraud prevention. What you’ll learn in this episode: How to use BBB Scam Tracker to identify scams by ZIP code and prevent invoice fraud in AP. Why reporting scams helps the FTC, FBI, and your community. How to sign up for free weekly scam alerts to stay ahead of fraudsters. Ways your local BBB office can provide tailored fraud prevention training for your staff. How BBB tools can even support your vendor validation process. Additional Resources: IOFM Article:
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Can You Tell Which Is Real? Deepfakes, Fraud & the Future of AP Risk
09/10/2025
Can You Tell Which Is Real? Deepfakes, Fraud & the Future of AP Risk
Deepfake fraud is no longer a futuristic fear, it’s here, and it’s targeting accounts payable teams. With AI-powered voice, video, and image manipulation getting scarily convincing, finance professionals need to be ready. In this eye-opening episode, Debra Richardson breaks down how deepfakes are being used to manipulate vendor payments, impersonate executives, and bypass traditional fraud controls. She shares real-world examples and delivers practical tips AP teams can use to stay one step ahead. Whether you're a finance leader, AP manager, or frontline processor, this is a must-listen conversation on the next frontier of fraud—and how to defend against it.
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Cryptocurrency, Treasury, and Fraud: Safeguarding Your Payments in a Digital World
09/03/2025
Cryptocurrency, Treasury, and Fraud: Safeguarding Your Payments in a Digital World
As cryptocurrency becomes a more common payment method for businesses, fraudsters are evolving faster than ever, especially through Business Email Compromise (BEC) scams. In this episode, global treasury executive Lee-Ann Perkins shares her insights on how organizations can safely navigate cryptocurrency payments, project treasury operations, and leverage strategic technology to minimize risk. With 20+ years of experience leading treasury operations across multiple industries and countries, Lee-Ann discusses real-world examples of cryptocurrency fraud, the risks tied to private keys and wallet security, and actionable strategies to safeguard your company’s digital payments. Whether you’re exploring cryptocurrency for cross-border transactions, vendor payments, or customer receipts, this episode provides essential guidance for treasury and finance professionals looking to stay ahead of cybercriminals in a rapidly evolving financial landscape. to access the article: Business Email Compromise (BEC) Has Evolved to Cryptocurrency Payments: How to Stay Safe
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Leading with Confidence: Real-World Lessons for AP Leaders
08/27/2025
Leading with Confidence: Real-World Lessons for AP Leaders
What does confidence really look like in a leadership role? Hint: It’s not about having all the answers, it’s about showing up with clarity, courage, and consistency, even in the face of chaos. In this episode, seasoned AP leader Nicole Caley shares the lessons she’s learned over two decades in the trenches of finance operations—offering real talk on confident decision-making, leading during change, and helping new managers find their footing. Whether you’re newly promoted, managing a growing team, or mentoring future leaders, this episode offers actionable takeaways you can start using right away. If you're leading (or want to lead) in AP, AR, or finance ops, this conversation will help you step into that role with confidence and authenticity.
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Building a Culture of Fraud Awareness in Finance
08/13/2025
Building a Culture of Fraud Awareness in Finance
Fraud prevention isn’t just a policy, it’s a mindset. And in Accounts Payable and Accounts Receivable, where money moves fast and pressure runs high, culture is everything. In this powerful episode, fraud expert Paul Zikmund breaks down what it really takes to build a culture of fraud awareness in finance. From real-world red flags to leadership blind spots, he explains why checklists and compliance alone won’t cut it, and how organizations can start shifting behaviors before a crisis hits. Bonus: How to overcome the most common excuses for not prioritizing fraud culture—and what’s at stake if you don’t. If you think your team is immune to fraud, this is the episode you can’t afford to miss.
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Lead From Where You Are
07/30/2025
Lead From Where You Are
What does real leadership look like in today’s finance operations? Monica Brooks isn’t here to sugarcoat it, but she will inspire you. In this energizing episode, Monica shares her journey from practitioner to powerhouse, offering candid lessons from her time in the trenches and the boardroom. From building high-performing teams to navigating nonstop change, she’s learned how to lead with both empathy and precision. Whether you’re managing a team or preparing for your first big step up, this is the episode you didn’t know you needed. Plus: Why she keeps coming back to IOFM’s Leadership Track, and what she hopes every future leader takes away from it. Listen now and unlock the kind of leadership that actually moves people, and businesses, forward.
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Tariffs, Turbulence & the Truth About AR
07/16/2025
Tariffs, Turbulence & the Truth About AR
Just before IOFM’s Spring event, news broke that the President had paused planned tariffs, seemingly good news for finance and supply chain pros. But according to our AR experts, that’s not the full story. In this timely episode, we unpack what the tariff delay really means for Accounts Receivable professionals. From empty ships returning from overseas to concerns about overstocked inventory, this conversation explores the deeper warning signs hiding behind the headlines. Is the supply chain truly stabilizing, or are we headed for a bigger reckoning? Even the best economists can’t fully predict what’s next. But for AR pros on the front lines of financial risk, staying alert to these shifts is essential. Listen in to make sense of the signals—and prepare for what’s coming.
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Behind the Numbers: The Jason Dinesen Story
07/02/2025
Behind the Numbers: The Jason Dinesen Story
What makes someone fall in love with tax law? For IOFM’s long-time speaker and compliance expert Jason Dinesen, it’s about more than numbers: it’s about people, purpose, and the power of clear, honest education. In this engaging episode, Jason pulls back the curtain on his career, from founding his own firm to becoming one of the most trusted voices in 1099 compliance. You’ll hear about what led him into the world of tax and accounting, what keeps him up at night in today’s shifting regulatory landscape, and why he keeps coming back to IOFM year after year. Whether you’re deep into tax season or just curious about the people shaping financial education today, this conversation will leave you informed, inspired, and maybe even laughing. Tune in now and meet the human side of compliance.
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Away on Business or Vacation? Tips to Keep Fraud from Happening Back at Work
06/18/2025
Away on Business or Vacation? Tips to Keep Fraud from Happening Back at Work
Summer is here, and so are vacations, long weekends, and out-of-office replies. But before you check out, it’s time for a quick check-in on something that often gets overlooked: cybersecurity. In this timely episode, Debra Richardson and Grace Chlosta revisit practical, often-forgotten cybersecurity tips that AP and AR professionals really need to know, especially when stepping away from the office. Whether you're planning your next trip or just came back from the IOFM Spring Conference, this episode is your go-to guide for staying safe on the move. Perfect for professionals headed on vacation, traveling for conferences, or just looking to up their cyber hygiene game. Whether you’re poolside or in a hotel lobby, this episode will help you protect your data and your team, no matter where work takes you.
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From Biochemistry to the Boardroom
05/28/2025
From Biochemistry to the Boardroom
Ever wonder if it’s too late to change careers? Whether you’re feeling stuck in your current role, craving more purpose, or simply curious about what else is out there, this episode is for you. Join career coach and former biochemist Madelyn Mackie as she shares her fearless journey from the lab to the stage to the boardroom. In this inspiring and practical conversation, Madelyn speaks directly to finance professionals navigating uncertainty, burnout, or big career dreams. Whether you're climbing the ladder in AP/AR, switching industries, or just figuring out your next step—this is your roadmap to a bold, authentic transition. Listen now and take the first step toward your next chapter.
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Unlocking the Secrets of Enterprise Risk Management
04/23/2025
Unlocking the Secrets of Enterprise Risk Management
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 management processes to meet escalating organizational demands. Conducting Successful Fraud Investigations: Gain insights into detecting and investigating financial statement fraud and understand the importance of professional skepticism and forensic procedures. Forensic Auditing Techniques: Explore the skill sets needed to uncover red flags of fraud using analytics procedures and data mining. Whether you're an auditor, risk manager, or simply interested in the intricacies of organizational risk, this episode offers valuable takeaways to enhance your understanding and approach. to access the IOFM white paper discussed during this episode.
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Mastering Payment Reporting: Why CPRS Certification Matters with Jason Dinesen
03/20/2025
Mastering Payment Reporting: Why CPRS Certification Matters with Jason Dinesen
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) certification. Jason breaks down why this certification is essential for finance professionals, what attendees can expect from the CPRS training at the upcoming IOFM Spring Conference & Expo, and how certification can enhance career growth and organizational compliance. Whether you're considering certification or just looking to sharpen your expertise, this episode is packed with valuable insights. Tune in now to learn how CPRS certification can help you stay ahead in the ever-evolving world of payment reporting!
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Essential Skills for Vendor Team Members To Combat Today’s B2B Payment Fraud
03/05/2025
Essential Skills for Vendor Team Members To Combat Today’s B2B Payment Fraud
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 about the latest fraud trends and why traditional red flags are disappearing, how deepfake technology, email compromise, and search engine scams are evolving, and tips for upskilling your team to meet today’s security demands. Fraudsters aren’t just sending suspicious emails anymore – they’re infiltrating vendor inboxes, altering phone records, and more. This episode is a must-listen for AP, Procurement, and Vendor Management professionals looking to strengthen their fraud defenses.
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Setting Yourself Up for Success: 1099 Compliance and E-Filing Tips for 2025
02/05/2025
Setting Yourself Up for Success: 1099 Compliance and E-Filing Tips for 2025
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 or looking to avoid costly penalties, Jason’s insights will help you streamline operations and ensure compliance. Discover practical advice to start early, stay organized, and make 2025 your smoothest tax season yet.
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AR Insights in Five: Rich Shively and Jess Scheer
01/22/2025
AR Insights in Five: Rich Shively and Jess Scheer
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 perspective, drawing on his vast experience across companies of all sizes, to discuss how AR teams can maximize cash flow and streamline credit and collections without relying on expensive automation tools. He shares best practices for managing manual processes that still make a powerful impact on cash application, credit control, and customer service, offering listeners valuable, actionable steps to improve their collections approach and strengthen customer relationships.
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AR Insights in Five: Steve Fulmer and Jess Scheer
01/17/2025
AR Insights in Five: Steve Fulmer and Jess Scheer
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 small shifts can feel significant. Drawing on his experience leading peer roundtables and facilitating team transformations, Steve reveals how to spot and address the resistance that may quietly exist within teams. He offers practical takeaways to help AR leaders support their staff through change, ensuring smoother transitions and more successful implementations.
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The Value of IOFM Certification: A Journey to Success
01/15/2025
The Value of IOFM Certification: A Journey to Success
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 the certification process, exploring how the knowledge and skills Jamie acquired can make a difference in her career. Whether you’re considering IOFM certification, or looking for motivation to further your own professional development, this episode offers an inside look at the rewards of investing in yourself and your career.
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AR Insights in Five: Les Smeyers and Jess Scheer
01/08/2025
AR Insights in Five: Les Smeyers and Jess Scheer
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 AR professionals looking to make impactful changes in their operations. Jess and Les will discuss strategies for streamlining AR workflows, emphasizing time-saving techniques and organizational tips. You’ll learn about key automation tools and how they’re transforming AR processes to improve accuracy and speed. And you’ll hear firsthand accounts of the common obstacles AR teams face and how to approach solutions with confidence.
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The Path to AP Automation: Insights from Courtney Cote
01/02/2025
The Path to AP Automation: Insights from Courtney Cote
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. Courtney shares her firsthand experiences implementing automated solutions to drive efficiency, accuracy, and compliance in AP. For AP professionals curious about the power of automation and ready to take the next step in their own careers, this episode offers a wealth of practical advice and inspiring thoughts.
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AR Insights in Five: Jeff Haller and Jess Scheer
12/18/2024
AR Insights in Five: Jeff Haller and Jess Scheer
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 offers real-world insights and actionable advice. Jeff and Jess will highlight major themes from the conference, from automation to evolving compliance standards in AR. They’ll discuss innovative solutions to common AR challenges, with a focus on improving cash flow and reducing payment delays. You’ll be inspired by their personal stories and experiences on overcoming obstacles and enhancing AR efficiencies in their roles.
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Safeguarding Your Finances: Talking AP and AR Fraud with Debra Richardson and Monica Brooks
12/04/2024
Safeguarding Your Finances: Talking AP and AR Fraud with Debra Richardson and Monica Brooks
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 for finance professionals. Debra and Monica also share their personal journey as friends who met through IOFM, highlighting the power of professional connections within the finance community. This episode is a must-listen for AP and AR professionals looking to strengthen fraud prevention measures and become certified leaders in their field.
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AR Insights in Five: George Uko and Jess Scheer
11/20/2024
AR Insights in Five: George Uko and Jess Scheer
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 impactful moments, including sessions that sparked new approaches and innovative ideas in AR. You’ll gain practical tips from their session takeaways that can help streamline AR processes and improve workflow efficiencies. You’ll also hear about the latest tools, trends, and best practices that are shaping the future of AR.
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