Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success
Count Me In®20 Huhti

Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success

Join Adam Larson as he sits down with entrepreneur and founder Jon Morris, the mind behind Rise Interactive and Fiscal Advocate. Jon shares the story of how he scaled a digital marketing agency from its early days and how picking the right industry can make or break a business. Hear firsthand about the unconventional talent strategies that fueled his journey—like recruiting investment bankers and traders into digital marketing—and how he now applies these lessons to the competitive world of accounting and FP&A.

In this conversation, Jon Morris opens up about why he bets big on technology, his approach to AI in finance, and the importance of accuracy and trust in automated systems. He talks about building tools like an AI CFO copilot, keeping customers close for the long haul, and why creating a sense of urgency in finance roles still takes a human touch, even in the age of AI.

This episode is packed with honest stories, practical insights, and a little inspiration for anyone considering how to grow a business or leverage technology to stand out in a crowded market.

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Ep. 367: Ted Bozarth - Why Every Young Professional Needs a Mentor

Ep. 367: Ted Bozarth - Why Every Young Professional Needs a Mentor

Get inspired by Ted Bozarth, founder of the SetFire Foundation, as he shares his journey from IT whiz kid and supply chain veteran to retirement, where his passion turns towards helping the next gener...

17 Elo 28min

Ep. 366: James Vanreusel - Navigating the Future of Finance with AI and Strong Foundations

Ep. 366: James Vanreusel - Navigating the Future of Finance with AI and Strong Foundations

Join us for a lively conversation with James Vanreusel, founder of Vanreusel Ventures, as he shares his unique journey from stock market enthusiast to math major to Wall Street and microfinance leader...

10 Elo 30min

Ep. 365: Cassandra Worthy - Moving From Resistance to Growth in Times of Change

Ep. 365: Cassandra Worthy - Moving From Resistance to Growth in Times of Change

Join Adam Larson for an energizing and thoughtful conversation with Cassandra Worthy, founder of Change Enthusiasm Global and author of the book “Change Enthusiasm.” In this episode, Cassandra gets re...

3 Elo 34min

Ep. 364: Laura Nespoli - From Burnout to Breakthrough: Transform Your Life Without Tearing It Down

Ep. 364: Laura Nespoli - From Burnout to Breakthrough: Transform Your Life Without Tearing It Down

Join us for a candid, inspiring chat with Laura Nespoli, brand strategist and author of Threads of Me and You, who knows what it’s like to chase meaning, connection, and authenticity both at work and ...

27 Heinä 41min

Ep 363: Pete Leibman - Outperform, Don’t Outwork: Secrets to Unlocking Your Best

Ep 363: Pete Leibman - Outperform, Don’t Outwork: Secrets to Unlocking Your Best

Join us for an engaging conversation with Pete Leibman, speaker and author of Stronger Advisor: High-Performance Habits for Consultants, Lawyers, and Advisors. Pete shares his journey from competitive...

20 Heinä 29min

Ep. 362: Clyde Calhoun - The Reckoning: When Gut Instinct Meets AI Recommendations

Ep. 362: Clyde Calhoun - The Reckoning: When Gut Instinct Meets AI Recommendations

Join us for a must-hear conversation with Clyde Calhoun, Founder & CEO of Root Idea, an AI advisory firm. With a career that’s taken him from nuclear weapons R&D to AI governance, Clyde shares how his...

13 Heinä 29min

Ep. 361: Connecting Members Around the World: A Conversation with IMA’s New Board Chair Brigitte de Graaff

Ep. 361: Connecting Members Around the World: A Conversation with IMA’s New Board Chair Brigitte de Graaff

In this special edition of Count Me In, Adam Larson sits down with Dr. Brigitte de Graaff, IMA's new Board Chair and Assistant Professor at Vrije University in the Netherlands. Brigitte shares how a s...

6 Heinä 29min

Ep. 360: Soufyan Hamid - After the AI Wave: Why Human Storytelling Is the New Finance Superpower

Ep. 360: Soufyan Hamid - After the AI Wave: Why Human Storytelling Is the New Finance Superpower

Soufyan Hamid, founder of The Finance Circle, returns to Count Me In to share fresh insights on the evolving role of finance teams. His company specializes in training FP&A leaders and finance profess...

29 Kesä 32min

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