The IOFM Podcast

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.