Best Jason Dinesen Podcasts (2025)

1
Exit Planning with Herb Cogliano: Strategy, Leadership, and the Accountant’s Role 35:56

10d ago35:56

35:56

Exit planning isn’t just for business owners nearing retirement. It’s a proactive strategy that strengthens your business today, while preparing you for a successful transition in the future — whether that’s selling, passing it on, or scaling down. In this episode of the Accounting in the Wild podcast, Herb Cogliano of Aspire Growth Advisors joins …

1
Unlocking the Secrets of Enterprise Risk Management 26:52

23d ago26:52

26:52

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…

1
Mastering Payment Reporting: Why CPRS Certification Matters with Jason Dinesen 20:39

2M ago20:39

20:39

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) …

1
Mental Health During Tax Season 42:06

2M ago42:06

42:06

Life coach Andrea Millar joins us to talk about how accountants and tax pros can maintain their mental health during tax season.By Jason Dinesen

1
Essential Skills for Vendor Team Members To Combat Today’s B2B Payment Fraud 44:53

2M ago44:53

44:53

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…

1
What Exactly is "Offshoring"? 21:45

3M ago21:45

21:45

In this episode, we talk to Chris Rivera from myCPE One about offshoring. What is it? Is it something to be scared of? How can it create growth onshore and lead to more jobs being created here?By Jason Dinesen

1
Setting Yourself Up for Success: 1099 Compliance and E-Filing Tips for 2025 16:46

3M ago16:46

16:46

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…

1
Episode 2: 4 Things You Can Do Now to Make 1099 Season Better Next Year 13:56

3M ago13:56

13:56

Now that most businesses have filed their 1099s for the year, what can you do now to make next 1099 season (January of 2026) better? Jason flies solo on this episode to give 4 tips.By Jason Dinesen

1
AR Insights in Five: Rich Shively and Jess Scheer 5:28

4M ago5:28

5:28

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…

1
Episode 1: The Research and Development Credit 28:27

4M ago28:27

28:27

Our guest is Randy Eickhoff with Acena Consulting. Randy gives us a nice overview of the research and development credit: what it is, what's changing for 2025, and why a tax pro (or a business) wants to work with a specialist when making credit claims.By Jason Dinesen

1
AR Insights in Five: Steve Fulmer and Jess Scheer 11:26

4M ago11:26

11:26

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…

1
The Value of IOFM Certification: A Journey to Success 9:22

4M ago9:22

9:22

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 …

1
AR Insights in Five: Les Smeyers and Jess Scheer 9:18

4M ago9:18

9:18

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…

1
The Path to AP Automation: Insights from Courtney Cote 14:16

5M ago14:16

14:16

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…

1
AR Insights in Five: Jeff Haller and Jess Scheer 11:55

5M ago11:55

11:55

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…

1
Safeguarding Your Finances: Talking AP and AR Fraud with Debra Richardson and Monica Brooks 13:51

5M ago13:51

13:51

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…

1
AR Insights in Five: George Uko and Jess Scheer 5:28

6M ago5:28

5:28

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…

1
Behind the Spotlight: An Insider’s Guide to Speaking at an IOFM Conference 36:43

8M ago36:43

36:43

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 …

1
The Key to Aligning Accounts Payable and Procurement 26:40

9M ago26:40

26:40

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…

1
Embarking on a Successful Automation Journey 21:44

9M ago21:44

21:44

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…

1
Unlocking the Power of Accounts Payable Benchmarking 24:43

9M ago24:43

24:43

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…

1
Discovering Synergy Between Accounts Payable and Accounts Receivable 21:59

10M ago21:59

21:59

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…

1
Introduction -- Podcast Coming Soon! 0:35

10M ago0:35

0:35

Jason Dinesen describes what this podcast is about, in this brief introduction.By Jason

1
What to Know About the New IRS Form W-9 23:29

11M ago23:29

23:29

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 …

1
Reflecting on IOFM Spring with Debra Richardson: Key Takeaways and Event History 31:24

11M ago31:24

31:24

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…

1
Elevate Your Accounts Payable Career: Securing Your Seat at the Table 22:12

12M ago22:12

22:12

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…

1
Raising the Profile of AP: Tips and Techniques 25:01

1y ago25:01

25:01

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, …

1
Unclaimed Property Strategies: More Than Simple Due Diligence 22:03

1y ago22:03

22:03

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…

1
Managing Change When You’re Change Averse 18:39

1y ago18:39

18:39

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…

1
Revitalize, Optimize, Appreciate: Nurturing Morale, Efficiency, and the Value of Accounts Payable 28:41

1y ago28:41

28:41

With a team as important and hard-working as Accounts Payable, it is easy for members to feel overworked, overwhelmed, and unmotivated to come to work. As leaders, it’s important to build our teams up, help them utilize unique communication strategies, and think outside the box in order to be efficient. In this episode, we speak to Katie Noto, a Se…

1
Correcting 1099s — What You Need to Know 20:00

1y ago20:00

20:00

IOFM receives a lot of questions about the process for correcting 1099 filings, and even whether a correction is necessary in the first place. In this podcast, we speak to Jason Dinesen about the circumstances under which it might be necessary to issue one. What if the recipient’s name was spelled wrong? What if the dollar amount or a TIN number wa…

1
Is a Fraudster Romancing You? How to Know and What to Do About It! 34:34

1+ y ago34:34

34:34

It’s February, and romance is in the air! However, what you don’t want is for a scammer to woo you into doing something you shouldn’t. Unfortunately, fraudsters are always upping their game and developing new techniques to rip off unsuspecting AP professionals. Some of their latest gambits involve getting close to you on a personal level in order t…

1
Leadership vs. Management: How They Both Contribute to Workplace Success 24:27

1+ y ago24:27

24:27

While the terms leadership and management are sometimes used interchangeably, there are important differences. IOFM recently spoke with Tracy Zurcher, District Manager at FedEx Ground, to get her thoughts on how to advance both within your organization. She notes that while management tends to focus on process handling, leadership involves relation…

1
How COVID Changed AP Forever, and Where We’re Headed Now 25:16

1+ y ago25:16

25:16

When COVID hit, many Accounts Payable teams were unprepared, particularly if they relied on paper invoices and checks. Lynn Tate, APM, Accounts Payable & Expense Report Analyst for Urban Science Applications Inc., found herself in a situation that required a significant degree of creativity: In order to get her invoices approved and paid in a timel…

1
Paving the Way to Automation 20:59

1+ y ago20:59

20:59

“Upper management knows what you do … but they really don’t know what you do.” So says Patrick Kurtz, Client AP Manager for HomeRiver Group. He explains that although executives understand in principle what accounts payable involves, it’s likely that they don’t comprehend the day-to-day challenges of AP. While collecting metrics to present to the C…

1
Do You Have Foreign Vendors Hiding in Your VMF? 48:48

1+ y ago48:48

48:48

Most organizations have non-U.S. vendors lurking in their vendor master files, but may not even realize it. Worse yet, some of those vendors may appear on the watchlists published by the U.S. government. Because doing business with these entities without proper due diligence regarding withholding — or even doing business with them at all — can resu…

1
How Educational Institutions Can Leverage Automation for Improved P2P Workflows 26:51

1+ y ago26:51

26:51

In his work as an educational consultant at Unimarket, Christopher Rust helps clients improve their P2P processes to realize cost savings while freeing up staff to make a greater contribution to the institution. He recommends taking a thorough look at the impact of change management, both to the department and the institution overall. Moving contra…

1
How AI Will Shape Accounts Payable 18:57

1+ y ago18:57

18:57

Accounts payable professionals have all undoubtedly heard of artificial intelligence and how it’s likely to change the business landscape. But how is AI expected to impact AP’s functions? In this podcast with David Glass, IOFM discusses the different types of what may be considered AI — from optical character recognition and robotic process automat…

1
Compliance Alert: What to Know About Major IRS E-Filing Changes 28:52

1+ y ago28:52

28:52

The IRS is making some significant changes to e-filing requirements. While it used to be that you could choose to file 1099s in paper form as long as you didn’t have more than 250 of any one type, that is no longer the case. In fact, the threshold for 2024 reporting of 2023 amounts has been reduced to an aggregated total of 10 forms of all types, a…

1
Breaking Down Barriers Between AP and Upper Management 24:41

1+ y ago24:41

24:41

One thing that many AP professionals experience is finding themselves compartmentalized away from the organization as a whole. That’s due in part to the mistaken perception that accounts payable is a strictly clerical function. Yet the irony is that a major portion of the company’s cash moves through the hands of AP, a department that has inside kn…

1
The Importance of Relationships in Credit and Collections 24:46

3y ago24:46

24:46

Good relationships in credit and collections make all the difference to a successful strategy. Both internal relationships with sales and management, and external relationships with customers are key to creating an environment of openness, collaboration — and ultimately, receivables success — yet it’s sometimes a delicate balance. Lisa stresses com…

1
Improving Your O2C Process by Breaking Down Silos and Implementing Best Practices 28:43

3y ago28:43

28:43

In this podcast, Defays discusses the problem of siloing in the O2C process and how that can impact the business’s bottom line. He also offers suggestions for improving O2C operations by using training resources, benchmarking and best practices as tools for broadening perspective and getting out of “we’ve always done it that way” mode.…

1
Desktop Procedures, Fraud and Compliance in the VMF 31:17

3y ago31:17

31:17

Join us for a conversation between Debra Richardson and IOFM’s Executive Editor Jess Scheer as they discuss the vendor master file, fraud, compliance, keeping the VMF clean – and how desktop procedures are a big part of that effort.

1
The Benefits of Continuous Learning 30:47

3y ago30:47

30:47

Now more than ever, the world is in flux. It’s hard to keep up with this shifting landscape — not only because of the pandemic and the workplace changes it’s necessitated, but also due to staff attrition and increased automation. Staying current requires a willingness to seek out change through constant learning. Being open to new information and d…

1
Overcoming Imposter Syndrome 28:16

3+ y ago28:16

28:16

If you have a long list of professional achievements, yet you still doubt your own qualifications and worth sometimes, you may be a victim of “imposter syndrome.” According to Sherry Stroud, APM, this can prevent you from reaching your maximum potential. However, the good news is it can be overcome. In this podcast, Stroud explains what imposter sy…

1
Life After Automation 32:20

3+ y ago32:20

32:20

One problem with AP automation is that we tend to look no further than the implementation and the immediate issues it solves. But what comes after that? In many cases, the assumption held by the top of the organization all the way on down is that automation will result in big staff reductions. However, in many cases, reallocating those human resour…

1
A New Perspective on AP Leadership 30:31

3+ y ago30:31

30:31

Liberal arts graduate Michael Rochelle dreamed of working in accounts payable. Although he didn’t have any experience in the field, one day he took a chance and applied for an AP job. The hiring manager saw something in him and brought him onboard. Now, almost 20 years later, he has achieved his dream, bringing a fresh perspective to his role as Se…

1
Virtual Card Programs Can Benefit Both AP and Vendors 13:35

4y ago13:35

13:35

In this podcast, IOFM Advisory Panelist David Glass discusses virtual card programs and the benefits for both his organization and the vendors—faster payments for vendors, less time and money spent processing paper checks for his organization. Through the combined efforts of his team and his card provider, WVU Medicine continues to grow the program…

1
Leadership Tips for Managing a Successful AP Team 19:44

4y ago19:44

19:44

Accounts payable director Bethany Mezzadra offers insight into her techniques for developing a highly productive and engaged AP team. She candidly discusses her strategies for problem-solving and improvement during the pandemic, which coincided with a major system implementation earlier this year, and balancing performance with compassion during th…

1
Keys to Managing A Team Working From Home 25:33

5y ago25:33

25:33

Cameco Corporation’s AP/AR Manager Doreen Smuda offers her tips for leading a remote team. Her financial operations team began experimenting with working from home more than a year ago, giving her a head start in capturing lessons learned. Spoiler Alert: She thinks there may be some long-term good news for AP departments that come from these unpara…

Podcasts Worth a Listen

Jason Dinesen Podcasts

Podcasts Worth a Listen