Best IOFM Podcasts (2024)

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

2d 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
European Banks - Ahead or Behind the Instant Payments Game? 21:50

1d ago21:50

21:50

Since our last update on instant payments, FedNow’s Instant Payments has become readily available in the US market, India and China are showing a strong upswing, and the EU’s Instant Payments Regulation mandates that any euro payments across EU member states be completed within seconds, 24/7. We chatted with Lipis Advisor’s founder, Leo Lipis, to g…

1
Operational Resilience Rules for Organizations: What You Need to Know 20:33

3d ago20:33

20:33

To ensure financial stability in the UK, banks and other financial service firms operating in the UK must be ready to handle unexpected disruptions to their services. Our guest, Richard Ransom, discusses the UK’s new legislation (SS1/21) and the responsibility firms have to mitigate any risk, minimize impact, and continue providing essential servic…

1
Securing your AP Vendor Setup & Process 30:45

3d ago30:45

30:45

In this episode, we speak with highly regarded accounts payable (AP) speaker, trainer, and consultant Debra R Richardson about avoiding fraud, potential fines, and bad vendor data in the AP vendor space. Given her extensive experience and interaction with AP professionals, Debra shares the loopholes she sees, precautions to take, and valuable advic…

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

19d 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
Business Banking Platforms: Are They Fit for Purpose? 12:42

25d ago12:42

12:42

Banks will forever consider the diverse needs of their retail and commercial customers. But does that always extend to the digital banking platform they offer? While the functional complexities of a more extensive corporate solution may deem it unsuitable for small business usage, the deficiencies of a consumer offering for a business may not deliv…

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

30d 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

2M 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

2M 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
ISO 20022: Reckoning with change in the global payments system 37:33

3M ago37:33

37:33

While ISO 20022 is not new, it will soon become the de facto standard for sending financial messages between financial institutions and businesses. The drive and industry development behind upgrading payment infrastructures, instant payments and cross-border payment capabilities make adopting ISO20022 paramount in its importance and urgency. Only w…

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

3M 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
Soft Skills for Treasury with The Finance Collective 15:24

3M ago15:24

15:24

Our guest in this episode is Ernie Humphrey, the chief evangelist of The Finance Collective, who has over 20 years of experience in treasury leadership. Ernie will discuss the importance of soft skills in treasury, such as listening, building relationships, and communication, and how improving them can lead to better productivity.…

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

4M 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
VSE manages business payments complexity with automation 12:35

4M ago12:35

12:35

VSE Corporation is a complex business with operations in multiple segments, including Aviation, Fleet, Energetics and Federal & Defense. Managing payments and cash visibility for such a diverse business can be a real challenge. Shaun Eaves, the assistant treasurer at VSE, is highly skilled in analyzing financial data, applying key accounting concep…

1
Uplifting diversity in the workplace (International Women’s Day ‘24) 42:23

4M ago42:23

42:23

We use the opportunity of International Women’s Day to speak with three of Bottomline’s executive leadership team – Eve Aretakis, Mandy Miller, and Monica Kozak – about their career journeys, leadership lessons, expertise in their current roles and their advice and guidance for young women aspiring to leadership roles in fintech or tech industries.…

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

4M 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
Tracking the changing role of the corporate treasurer 33:24

4M ago33:24

33:24

The spotlight is on the treasury department. In this episode, we speak with Guillaume Jouvencel from Corporate Treasury 101 on the significance of the treasurer's role and how that's becoming far more strategic. We consider the challenges and advantages of technology changes, obstacles to overcome, and three key areas of focus for treasury teams go…

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

5M 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
IOFM evangelist sees growth spring from AP automation 26:16

5M ago26:16

26:16

While 84% of typical accounts payable (AP) days are bogged down in administrative, manual, repetitive tasks, Mark Brousseau of Brousseau & Associates and representing IOFM, shares how the role of AP and AR leaders is undergoing significant transformation. Beyond driving efficiency and lowering costs with fully automated end-to-end AP and AR process…

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

5M 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
SPI brings construction industry into the digital age 21:45

6M ago21:45

21:45

The construction industry is a sector that has its hands full of paying suppliers, vendors, sub-contractors, and employees, all mixed in with complex and sensitive project timelines. SPI, a leader in the insulation and architectural space, has reinvented its accounts payable (AP) processes to match its considerable growth. And our guests, Karen Sin…

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

6M 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
2024 Payment Trends: User experience gets a good look into the year ahead 23:00

6M ago23:00

23:00

We chat with Kellie White, Head of User Experience at Bottomline, about the UX trends we’ll likely see in ’24 from a payment perspective. She covers why UX should matter to a CFO or bank, how AI will continue to intersect with user experience, the development of mobile interfaces in payments, why designing inclusive and accessible experiences will …

1
2024 Payment Trends: Corporate payments automation takes centre stage for 2024 19:20

7M ago19:20

19:20

In this episode, with Bottomline’s Jeff Feuerstein and Colin Swain, we talk about the urgency of B2B payment automation in 2024 and unpack Juniper’s analyst statement: “Businesses can no longer solely rely on legacy B2B payment methods and need to adapt to an ever-changing landscape very quickly, integrating newer technologies to reduce complexitie…

1
2024 Payment Trends: Intelligent money 23:28

7M ago23:28

23:28

In this episode, we get to speak to one of the industry’s most influential people in fintech and the financial markets, Mr. Chris Skinner. Voted a foremost fintech observer by the Telegraph, and one of the most influential people in financial technology by the Wall Street Journal and Thompson Reuters, his opinion counts when it comes to what’s next…

1
2024 Payment Trends for financial institutions 27:27

7M ago27:27

27:27

Cross-border transactions and financial messaging involve exchanging information, instructions, and notifications between banks and their customers. In the coming year, this area of payments will undergo significant changes. Adapting to these changes will be crucial for financial institutions looking to compete globally. Bottomline's Frederic Viard…

1
2024 Payment Trends: Insider threats dominate financial crime landscape 25:59

7M ago25:59

25:59

Despite wishing it wasn’t so, reports across the globe show insider, occupational, or employee fraud is very prevalent and, against a tough economic climate, becoming more of a challenge. We chat with Ruud Grotens on what we’re likely to see in the year ahead as financial institutions and businesses tackle insider risk in real-time.…

1
Paving the Way to Automation 20:59

7M 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
2024 Payment Trends in North American banking 14:03

7M ago14:03

14:03

For banks, it’s likely to be a year of rising interest rates, making customers pickier about where they put their money, one where technology modernization continues to drive forward. Bottomline’s CRO for Digital Banking, Kevin Pettet, dives into the details behind these statements.By Bottomline

1
ACFE brings occupational fraud out of the shadows 35:50

8M ago35:50

35:50

Joining the global effort to promote International Fraud Awareness Week, we’re joined by two industry experts from the Association of Certified Fraud Examiners: President, John Gill, and Andi McNeal, Vice President of Education. In this discussion we get a sense of the bad actors that have brought occupational fraud to the forefront and look at the…

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

8M 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
Peter Davey on The Future of Payments 23:22

8M ago23:22

23:22

Peter Davey has extensive experience in the banking and payments industry across all payment types, services and networks. After several years at The Clearing House driving product innovation and real-time payments, he’s recently teamed up with Alloy Labs to bring technology within reach of smaller financial institutions. We’re delighted to chat wi…

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

9M 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
Accounts Payable Association founder brings power to AP professionals 20:27

9M ago20:27

20:27

Chatting about the 6 Pillars of AP Automation, APA founder Jamie Radford leads the charge on transforming the Accounts Payable industry. He shares his thoughts on creating an effective payments process through people development, continuous improvement, winning technology, and best practice.By Bottomline

1
The Future of Competitive Advantage in Banking & Payments 2023 22:41

9M ago22:41

22:41

Sibos 2023 is behind us and the results of this year’s banking survey, which is all about financial institutions maintaining a competitive advantage, are now in. On the back of this, we spent time chatting with Zhenya Winter, author of the report, to get her take on key Sibos takeaways and how some of its content aligned with the 2023 survey findin…

1
How AI Will Shape Accounts Payable 18:57

9M 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

10M 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
Spanning the globe with real-time payments (with Lipis Advisors) 30:45

10M ago30:45

30:45

Joining us to discuss real-time payments, from a truly global perspective, is the founder and CEO of Lipis Advisors, Leo Lipis. With over 25 years of experience in payment systems consulting and research on all six continents, Leo shares his in-depth knowledge about how this initiative is being implemented globally.…

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

10M 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
Banking on the future with cloud-based infrastructure 25:30

10M ago25:30

25:30

At a time when traditional banking infrastructures are strained, there’s a drive for FIs to find more scalable, reliable, and efficient systems. Is cloud computing and SaaS-based service models the future for financial institutions? To address this, we chat to two experts in global banking and financial messaging from Bottomline: Edward Ireland (Lo…

1
The evolution of the corporate treasurer (with AFP) 21:25

11M ago21:25

21:25

With the Association of Finance Professionals conference approaching, it seemed the perfect time to chat with seasoned treasury professional Tom Hunt, who’s in charge of AFP’s Treasury Advisory Group. He shares his insight about how the role of corporate treasury is morphing into one that has truly elevated to embrace, initiate, and inform strategi…

1
Enterprise Liquidity Management (with Strategic Treasurer) 27:40

11M ago27:40

27:40

Managing and executing corporate liquidity throughout its entire lifecycle is a focus for every CFO and Treasury professional. In this episode, financial and treasury expert Craig Jeffery of Strategic Treasurer unpacks the world of Enterprise Liquidity Management (ELM) for us.By Bottomline

1
Corporate Payments Research: The Future Framework of B2B Payments 21:34

12M ago21:34

21:34

An overhaul of the UK's payment architecture is underway - from a more open environment, like Open Banking, to new payment rails and value-add overlay services. Industry expert Richard Ransom explores how prepared companies are for the change and what they can do to take advantage of the opportunities.…

1
Corporate Payments Research: Insights into Cash Management 33:24

12M ago33:24

33:24

While the economy is turbulent, fraud levels are rising, and the payments landscape is constantly changing, companies on both sides of the pond seem quite resilient when managing their cash. They feel optimistic about experimenting with new payment types, changing payment terms and looking for ways to better protect their business payments. Gunita …

1
Corporate Payments Research: Actions to counteract latest fraud stats 35:22

1y ago35:22

35:22

Our annual Business Payments Barometer Report offers insight into fraud statistics across Great Britain and North America. Our fraud panel discusses the findings and offers companies practical tips on how to safeguard against potential threats.By Bottomline

1
Corporate Payments Research: Navigating the headwinds of change 19:26

1y ago19:26

19:26

Having researched 1,600 corporate financial decision-makers from across the US and Great Britain, we chat through the findings from this year’s 2023 Business Payments Barometer such as what’s influencing change in payments – both present and future – such as the focus on adopting innovative technologies, new payment initiatives and tackling the rel…

1
Tracking the evolution of AP Automation (with Ardent Partners) 17:54

1y ago17:54

17:54

We chat with Bob Cohen of Ardent Partners on AP Automation and how it’s changed from a back-office function to a vital core process within a business – something the pandemic highlighted. He touches on the advances in technology, the opportunities, the challenges, what good looks like, and the journey from mere integration to ongoing evolution.…

1
Payment dynamics turn to use cases for high-speed rails (Nacha Take Aways) 27:15

1y ago27:15

27:15

Nacha, the institution that governs the ACH Network in the United States, recently hosted their annual payments conference in Las Vegas. Attended by banks and corporates from across the globe, the theme for this year’s Nacha event was Smarter, Faster Payments. In this podcast episode, Bottomline’s Michelle Pasquerillo and Brian Hall chat to us abou…

1
What’s after ISO20022? 17:48

1y ago17:48

17:48

Now all the ISO20022 deadlines and milestones are out of the way, what’s next? Payments expert, Edward Ireland, chats with us about how those that have migrated are getting on, what new services will it enable, what’s the next exciting phase for becoming ISO native and what will this enable?By Bottomline

1
Five things banks wish you knew about payment security 20:30

1y ago20:30

20:30

Just out, is this year’s Treasury Fraud and Controls Report from Strategic Treasurer. In this episode Craig Jeffery, Managing Partner at Strategic Treasurer, and Bottomline’s payment fraud expert, Chris Gerda, chat about the report findings and delves into the wish list from banks of their corporate customers when it comes to preventing fraud.…

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