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

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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Avsnitt(422)

Ep. 376: Ilyai Ilienko - Why Brand Identity Matters More Than a Great Product

Ep. 376: Ilyai Ilienko - Why Brand Identity Matters More Than a Great Product

Join Adam Larson as he sits down with Ilyai Ilienko—CFO at Halen, business scaling expert, and IMA Global Board of Directors member—for a wide-ranging conversation packed with real-world insight. Ilya...

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Ep. 375: Crisis-Proof Your Business: Insider Stories of Finance Victory over Disruption

Ep. 375: Crisis-Proof Your Business: Insider Stories of Finance Victory over Disruption

Get an inside look at how finance leaders weather storms and stay ahead of the curve—even when global markets throw curveballs. In this candid conversation, Rashid AlKhoory (oil & gas finance expert f...

5 Okt 26min

Bonus | Count Me in at IMA26: Featuring Traci Mitchell

Bonus | Count Me in at IMA26: Featuring Traci Mitchell

Get ready for an inspiring and eye-opening conversation as Adam Larson sits down with journalist and broadcaster Tracy Mitchell at IMA26 for a live recording of Count Me In! Tracy shares her fascinati...

1 Okt 32min

Ep 374: Eric Lenard - Surviving the Storm: How Courageous Leaders Inspire Action and Growth

Ep 374: Eric Lenard - Surviving the Storm: How Courageous Leaders Inspire Action and Growth

Ever had to step into a role where nothing was mapped out and the stakes were sky-high? Eric Lenard, Vice President & CFO, Innovation, Development & Quality at Medtronic, knows exactly what that’s lik...

28 Sep 36min

Count Me In | India: From Finance Leader to Global Business Leader: Lessons from a 30+ Year Journey

Count Me In | India: From Finance Leader to Global Business Leader: Lessons from a 30+ Year Journey

What does it take to move beyond functional expertise and become a leader who can navigate people, businesses, cultures and markets?In the first episode of Count Me In | India, host Arindam Ghosh sits...

25 Sep 45min

Ep. 372: Zahida Daruwala - Protect Your People: The High-Stakes Challenge of Responsible AI

Ep. 372: Zahida Daruwala - Protect Your People: The High-Stakes Challenge of Responsible AI

When automation sweeps through a company overnight, what’s really at stake? In this thought-provoking episode, Adam Larson sits down with Dr. Zahida Daruwala—an academic, researcher, and author—for a ...

21 Sep 33min

Bonus | Count Me in at IMA26: Featuring Kristie Stocker

Bonus | Count Me in at IMA26: Featuring Kristie Stocker

Step into a candid conversation at IMA26 with Kristie Stocker, whose 20 years of experience at Blue Cross Blue Shield offer a behind-the-scenes look at what it really takes to transform company cultur...

17 Sep 38min

Ep 371: Jill Eubank - Building Confidence Through Executive Presence

Ep 371: Jill Eubank - Building Confidence Through Executive Presence

Join Jill Eubank, Executive Vice President at Randstad, as she shares her journey from finance grad to leading teams that support businesses across multiple industries. In this engaging conversation, ...

14 Sep 34min

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