Best Susan Holmes and Natasha Castelli Podcasts (2024)

1
EP30 Series of Distinct Performance Obligations 20:32

1d ago20:32

20:32

Listen in as we discuss the series of distinct performance obligation guidance. This topic covers how it's defined, circumstances which may impact the timing of recognition, and methods of recognition.By Susan Holmes and Natasha Castelli

1
EP29 Key Metrics 23:17

22d ago23:17

23:17

Join us for a discussion on Key Metrics where we talk about challenges to defining and compiling the data.By Susan Holmes and Natasha Castelli

1
EP28 Costs to Obtain a Contract 25:58

2M ago25:58

25:58

Join us for a conversation regarding Costs to Obtain a Contract in which we discuss criteria for identifying costs, recording costs, and practical expedients.By Susan Holmes and Natasha Castelli

1
EP27 Credit Memos 18:01

2M ago18:01

18:01

We are back discussing the topic of Credit Memos. In this episode, we discuss the different types of credit memos and treatments as well as best practices we've seen for handling high volumes.By Susan Holmes and Natasha Castelli

1
EP26 Collectibility and whether a Revenue Contract Exists 22:39

3M ago22:39

22:39

Listen in on our discussion around the topic of Collectibility, what factors may contribute to the assessment, and what to do when it's deemed a Revenue Contract doe not exist.By Susan Holmes and Natasha Castelli

1
EP25 Material Rights 25:10

4M ago25:10

25:10

Join us for a discussion on material rights in which we talk how they may be presented and the challenges of determining their value.By Susan Holmes and Natasha Castelli

1
EP24 Guest Em Daigle, host of The Closers podcast 36:10

5M ago36:10

36:10

Join us for a conversation with Em Diagle, host of The Closers podcast as we discuss the state of Revenue Accounting, the latest trends, working with other teams, and ways to advocate for more automation.By Susan Holmes and Natasha Castelli

1
EP23 Principal vs Agent 27:16

5M ago27:16

27:16

Join us for a discussion on Principal vs Agent and when revenue can be recognized on a gross versus net basis.By Susan Holmes and Natasha Castelli

1
EP22 Month End Close 23:16

6M ago23:16

23:16

Join us as we discuss best practices and suggestions to streamline the month end close.By Susan Holmes and Natasha Castelli

1
EP21 Guest Sharon Ng, Revenue Consultant 44:18

6M ago44:18

44:18

Join us for a discussion with fellow Revenue consultant, Sharon Ng, who provides her experiences with contract modifications.By Susan Holmes and Natasha Castelli

1
EP20 Contract Modifications 21:32

7M ago21:32

21:32

Join us as we discuss how to identify and account for contract modifications.By Susan Holmes and Natasha Castelli

1
EP19 Guest Rakesh Gorenta, Product Manager, Zuora 38:05

7M ago38:05

38:05

Join us as we welcome Rakesh Gorenta, Product Manager at Zuora, on the show to get his perspective on how to prepare for a successful implementation of a revenue application.By Susan Holmes and Natasha Castelli

1
EP18 Revenue System Configurations 22:43

8M ago22:43

22:43

We've talked about the systems that feed data into Revenue Engines and the data required for the Revenue Engine. Now it's time to talk about some of the configuration considerations when setting up the application.By Susan Holmes and Natasha Castelli

1
EP17 Guest Chris Gomez, Sr Revenue Manager, Zoom 33:13

8M ago33:13

33:13

Join us for a conversation with Chris Gomez, a Senior Revenue Manager at Zoom, as we discussion system and reporting support for the revenue team as well as the pros and cons of building a revenue system versus purchasing third-party software.By Susan Holmes and Natasha Castelli

1
EP16 Revenue Systems Data 36:20

9M ago36:20

36:20

Join us for a discussion on the data needed to populate the revenue systems and hear about some of the challenges of acquiring it.By Susan Holmes and Natasha Castelli

1
EP15 Guest Jill Hauck, Revenue Operations Consultant 30:33

9M ago30:33

30:33

Join us for a conversation with Jill to hear about her experiences working with the revenue process and related systems.By Susan Holmes and Natasha Castelli

1
EP14 Revenue Impacting Systems 34:45

10M ago34:45

34:45

Join us in a conversation about all the systems which impact revenue recognition from the Customer Relationship Management (CRM) to the general ledger (GL).By Susan Holmes and Natasha Castelli

1
EP13 Revenue Timing 19:25

10M ago19:25

19:25

Join us for a review of Step 5 of ASC606, recognition timing, where we discuss some of the more complex situations for determining when delivery has occurred.By Susan Holmes and Natasha Castelli

1
EP12 Relative Allocation 26:49

11M ago26:49

26:49

To allocate or not to allocate? In this episode, we cover revenue allocation options, methods of applying SSP, and alternatives for booking the adjusting entries.By Susan Holmes and Natasha Castelli

1
EP11 SSP Methodology 20:22

11M ago20:22

20:22

Join us as we continue discussing SSP analysis. In this episode, we look into options for performing the analysis such as measurement, ranges, compliance, and what the bell curve is telling you.By Susan Holmes and Natasha Castelli

1
EP10 SSP Stratifications 14:36

11M ago14:36

14:36

Welcome back as we continue our discussion on SSP. This episode focuses on stratifications.By Susan Holmes and Natasha Castelli

1
EP9 SSP Analysis Data Gathering 20:45

12M ago20:45

20:45

Join us as we begin a discussion on performing an SSP Analysis. This episode is focused on gathering and cleaning the data.By Susan Holmes and Natasha Castelli

1
EP8 POB valuation options 15:16

1y ago15:16

15:16

This episode begins our discussion on how to determine a value for each performance obligation (POB). We talk about the valuation methods of stand-alone selling price (SSP), market pricing, third party evidence, cost-plus, and residual.By Susan Holmes and Natasha Castelli

1
E7 Variable Consideration 21:37

1y ago21:37

21:37

This episode is all about variable consideration: how it impacts the transaction price and what factors play into its valuation.By Susan Holmes and Natasha Castelli

1
EP6 Transaction Price 33:35

1y ago33:35

33:35

Join us for a conversation about transaction price where we discuss the impact of termination for convenience clauses, multi-year contracts, significant financing, non-cash consideration, and principle vs agent.By Susan Holmes and Natasha Castelli

1
EP5 Other Performance Obligations 33:52

1y ago33:52

33:52

Join us for a discussion about non-software performance obligations including services, hardware, and contractual requirements that do not impact revenue.By Susan Holmes and Natasha Castelli

1
EP4 Software Performance Obligations 29:38

1y ago29:38

29:38

Discussion around the types of software performance obligations (POBs) and what differentiates them.By Susan Holmes and Natasha Castelli

1
EP3 Contract review and checklists 23:29

1y ago23:29

23:29

Discussions around the process of reviewing contracts and what clauses can impact revenue accounting allocations and timing.By Susan Holmes and Natasha Castelli

1
EP1 How we got into Revenue Recognition Accounting 13:38

1y ago13:38

13:38

Two consultants with over 30 years experience discuss the different journeys which lead to Revenue Accounting and what you can do to build your skills in this area.By Susan Holmes, Natasha Castelli

1
EP2 The Revenue Contract: Governing terms and conditions and Contract combinations 27:58

1y ago27:58

27:58

DIscussion around what is the revenue contract and it's role in revenue accounting. Identifying which documents make up the agreement and what terms and conditions govern the transaction. Contract combinations considersations are also discussed.By Susan Holmes, Natasha Castelli

Podcasts Worth a Listen

Susan Holmes And Natasha Castelli Podcasts

Podcasts Worth a Listen

1
RevRecGals

Susan Holmes and Natasha Castelli

1
EP30 Series of Distinct Performance Obligations 20:32

1
EP29 Key Metrics 23:17

1
EP28 Costs to Obtain a Contract 25:58

1
EP27 Credit Memos 18:01

1
EP26 Collectibility and whether a Revenue Contract Exists 22:39

1
EP25 Material Rights 25:10

1
EP24 Guest Em Daigle, host of The Closers podcast 36:10

1
EP23 Principal vs Agent 27:16

1
EP22 Month End Close 23:16

1
EP21 Guest Sharon Ng, Revenue Consultant 44:18

1
EP20 Contract Modifications 21:32

1
EP19 Guest Rakesh Gorenta, Product Manager, Zuora 38:05

1
EP18 Revenue System Configurations 22:43

1
EP17 Guest Chris Gomez, Sr Revenue Manager, Zoom 33:13

1
EP16 Revenue Systems Data 36:20

1
EP15 Guest Jill Hauck, Revenue Operations Consultant 30:33

1
EP14 Revenue Impacting Systems 34:45

1
EP13 Revenue Timing 19:25

1
EP12 Relative Allocation 26:49

1
EP11 SSP Methodology 20:22

1
EP10 SSP Stratifications 14:36

1
EP9 SSP Analysis Data Gathering 20:45

1
EP8 POB valuation options 15:16

1
E7 Variable Consideration 21:37

1
EP6 Transaction Price 33:35

1
EP5 Other Performance Obligations 33:52

1
EP4 Software Performance Obligations 29:38

1
EP3 Contract review and checklists 23:29

1
EP1 How we got into Revenue Recognition Accounting 13:38

1
EP2 The Revenue Contract: Governing terms and conditions and Contract combinations 27:58

Quick Reference Guide