The IOFM Podcast

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 h...

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-department...

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...

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...

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 eac...

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 filin...

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 effo...

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...

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 control...

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. Wit...

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 chang...

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 complian...

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 emp...

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...

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 h...

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 offic...

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...

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 dem...

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 certific...

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 re...

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 ins...

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 compani...

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 e...

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 knowl...

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...