The Closers: Modern Revenue Accounting Podcast

Zuora

Welcome to The Closers: Modern Revenue Accounting Podcast. This is the show for accountants by accountants, where we have unfiltered conversations with the world’s most innovative CAOs, controllers, revenue accounting leaders and industry experts. Join host, Em Daigle, General Manager of Zuora Revenue, as we dive deep into strategic and tactical insights that will help you elevate the role of accounting in your organization, be a more impactful partner to the business and grow in your career. If you want to hear what modern revenue accounting looks like today and what’s coming next, tune into The Closers and join the conversation. Brought to you by Zuora Revenue.

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Top 10 The Closers: Modern Revenue Accounting Podcast Episodes

Goodpods has curated a list of the 10 best The Closers: Modern Revenue Accounting Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Closers: Modern Revenue Accounting Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Closers: Modern Revenue Accounting Podcast episode by adding your comments to the episode page.

TRAILER - Welcome to The Closers: Modern Revenue Accounting Podcast

The Closers: Modern Revenue Accounting Podcast

07/18/23 • 1 min

Welcome to “The Closers: Modern Revenue Accounting Podcast”. This is the show for accountants by accountants, where we have unfiltered conversations with the world’s most innovative CAOs, controllers, revenue accounting leaders and industry experts.

We’ll dive deep into strategic and tactical insights that will help you elevate the role of accounting in your organization, be a more impactful partner to the business and grow in your career.

If you want to hear what modern revenue accounting looks like today and what’s coming next, tune into “The Closers” and join the conversation. Brought to you by Zuora Revenue.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

The Power of Clean Data, Automation, and Collaboration

The Closers: Modern Revenue Accounting Podcast

02/22/24 • 41 min

In this episode, Roxanne Brady and Jesse Fillerup from the Connor Group discuss the transformative impact of accounting automation on businesses. They delve into the evolution of technology and its incorporation into various industries. Roxanne emphasizes the necessity for a mix of traditional and innovative tools to ensure business efficiency. Jesse further elaborates on the importance of cross-functional team collaborations and the need for a dynamic approach in revenue accounting. They both advocate for automating repetitive tasks, discussing the return on investment that comes from more reliable and efficient systems and processes.

Em’s Takeaways :

The top three areas of focus to work on with clients:
- Embrace the power of clean data: Roxanne shares why squeaky-clean data is your secret weapon for smooth system operations.
- Teamwork makes the dream work: It's all about teamwork! The accounting department collaborates with sales, legal, and operations to make smart decisions together. Everyone needs to grasp revenue recognition principles for smooth sailing.
- Train your team cross-functionally: Let's get everyone on the same page. Training can minimize confusion and maximize efficiency.
Prioritize automation and system integration for high-growth companies: Roxanne and Jesse stressed the significant ROI of automation, enabling swift scaling alongside company growth. Their advice? Opt for a customized tech stack that suits your needs, ensuring robust inter-system connections for efficiency and accuracy.

Episode Timestamps :

*(00:08) - Off the Ledger

*(09:27) - General Ledger

*(38:49) - The Future of Revenue Accounting

Links:

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Standing Up Revenue Operations for a Multi-Billion Dollar Business

The Closers: Modern Revenue Accounting Podcast

08/31/23 • 34 min

This episode features an interview with Jackie Meer, VP of Revenue Operations at Genesys.

In this episode, Jackie shares with us her Rubik’s Cube approach to solving problems, how Genesys is utilizing automation, robotics and AI to transform their end-to-end process, and why it’s important to be an empathetic leader and bring your employees along for the ride.

Em’s Key takeaways:

Embracing “Opportunity to Renewal”: The amount of data upstream isn’t always captured through “Quote to Revenue”; it really is a holistic process. Making sure that we’re capturing all the data and that we have higher retention rates and lower churn rates.
Leveraging AI puts us ahead of the curve: We need to all be thinking about how we can utilize AI for all kinds of use cases to make us more effective accounting professionals and leaders.
Leading a team with empathy instead of fear: We’re all moving so quickly, but providing our teams with even a little bit of context will ultimately lead to something better in the future for everyone.
Overcoming complacency through dynamic leadership Building out successful accounting teams starts with shaking things up, having an empathetic leadership approach, providing context into the “why” of what we’re doing, and bringing your people along for the ride.
Empowering cross-functional teams through divide and conquer: When it comes to initiatives, we as leaders feel like we need to be a part of every decision, every meeting, and that doesn’t need to be the case if we trust cross-functional teams and leaders to do their part to make things happen.

Segment Timestamps:

*(01:36) - Off the Ledger

*(15:05) - General Ledger

*(27:17) - The Future of Revenue Accounting

Links:

Sponsor:

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

Join us live to hear from modern CAOs and controllers, as well as the top experts from EY, PwC, and Deloitte. Together, we’ll explore what modern accounting looks like today and where it’s headed in the future. If you are unable to attend live, you can watch the event on-demand using the link below.

When: September 12 2023 at 09:00 AM – 11:00 AM PDT

Where: Learn more, register, or watch on-demand here.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Stepping Outside of Traditional Revenue Accounting Roles

The Closers: Modern Revenue Accounting Podcast

07/20/23 • 34 min

This episode features an interview with Adam Greenson, Sr. Revenue Manager at Biscom.

In this episode, Adam shares about his experience moving out of public work and into the private sector, what it means to step out of a traditional accounting role to partner with a business, and what he sees as the key qualities and skills for a successful revenue team.

Key Takeaways:

Understanding how your data is collected and used is the first step in creating effective financial strategies for long-term growth.
Taking the time to work through individual problems intentionally instead of rushing through them helps to avoid wasting company time and money.
Foster a relational, exploratory culture among team members to be partners and collaborate on whatever is needed to maximize revenue within the business and achieve shared initiatives.

Segment Timestamps:

*(03:17) - Off the Ledger

*(17:27) - General Ledger

*(32:46) - The Future of RA

Links:

Sponsor:

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

When: September 12 2023 at 09:00 AM – 11:00 AM PDT

Where: Learn more, register, or watch on-demand here.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Revenue Automation Masterclass with PwC

The Closers: Modern Revenue Accounting Podcast

09/14/23 • 41 min

This episode features an interview with Pete Schraeder, Partner at PwC.

In this episode, Pete shares about how business models are evolving from ownership to usership, how automation augmentation is no longer just for the tech industry, and how he’s approaching right-sizing client solutions holistically. Pete also talks about grouping use cases and how it’s all about optimizing for business functionality.

Em's Takeaways:

Business models are changing from ownership to usership: There has been a trend in moving from ownership to usership and that changes the game of how businesses run. With that in mind, we need to be able to look at our current models and see where we can elevate our products or services so they can evolve to fit the current marketplace.
Solutions should fit individual client needs: When right-sizing solutions, it’s important to remember there’s no “one size fits all” approach. Each client is different, they have different needs and they need to be treated and sized accordingly.
Group use cases for right-sizing solutions: While we can’t forget all of the different use cases we encounter in revenue automation, three can be endless use cases. So, it’s important to ask, what use cases will provide the best functionality for what the business is trying to do? This will help create better, more efficient solutions as well as ensure the business’ ability to scale in the future.
Looking at the end to end cycle holistically is crucial: When solutions are put in place in a silo, so many things get missed. A comprehensive approach is important at every transaction and triggered event upstream to create an optimized process. It’s much more difficult to fix things upstream retroactively.

Segment Timestamps:

*(01:56) - Off the Ledger

*(10:21) - General Ledger

*(36:13) - The Future of Revenue Accounting

Links:

Sponsor:

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

Watch on demand and earn CPE credits here.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Empowering Finance Teams with Automation

The Closers: Modern Revenue Accounting Podcast

02/29/24 • 32 min

In this episode, Julio Martinez, Co-Founder and CEO of Abacum, discusses the role of modern financial technology. He explores the many responsibilities of finance professionals today, the crucial role of efficient automation systems, and the importance of having processes alignment for operational efficiency. He shares that finance teams are being increasingly expected to drive efficiency and effectiveness in the business environment. Julio further sheds light on how AI fits into the finance world and warns against overestimating the immediate impact of AI on the industry, given many organizations still need to fix foundational issues before leveraging advanced technologies.

Em’s Takeaways:

The top three areas of focus to work on with clients:
Adopt a holistic revenue approach: Make sure to collect cash before counting revenue, covering all bases from generating leads to recognizing income.
Strengthen your finance tech toolkit: Boost your ERP system with modern tools for recognizing revenue and automating financial planning, helping growth and smart decisions.
Tap into data automation: Simplify data processes for quick access to operational stats and financial insights, leading to clearer business talks and better decisions.
Prioritize process alignment: Julio underscores the critical role of aligning technology with your operational workflows to fully leverage automation. He recommends investing in a customized tech setup that suits your unique requirements, ensuring seamless integration across systems for improved reporting accuracy and streamlined processes.

Episode Timestamps:

*(00:08) - Off the Ledger

*(09:27) - General Ledger

*(38:49) - The Future of Revenue Accounting

Links:

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Navigating the Niche of Revenue Accounting

The Closers: Modern Revenue Accounting Podcast

02/29/24 • 33 min

This episode features an interview with the hosts of the RevRec Gals Podcast, Natasha Castelli, Revenue Recognition Consultant at Apta Consulting Group, and Susan Holmes, Revenue Recognition Consultant at S. Holmes Consulting.

In this episode, Natasha and Susan discuss how to foster a community that supports and educates its members while embracing the "revenue curious". You’ll hear from Natasha and Susan about the RevDesk initiative focusing on revenue accountants and the great work it’s accomplishing. The episode also touches on collaboration, learning from peers, and the evolving nature of an accountant’s career journey.

Em’s Takeaways :

Passion for RevDesk: I love the RevDesk initiative, especially in the niche community of revenue accountants. It's a needed space where we can support each other and contribute to the growth and knowledge of this unique community.
Proactive Business Partnership: Our conversation underscores the recurring theme of being a proactive business partner, emphasizing the importance of early involvement to build bridges and contribute to the success of business goals.
Podcasts and Professional Networks: The discussion on podcasts like RevDesk highlights the value of professionals learning from each other, broadening networks within specific industries, and creating a platform for insights that can be directly applicable to one's own business or profession.

Timestamps:

*(02:29) - Off the Ledger

*(06:52) - General Ledger

*(24:24) - The Future of Revenue Accounting

Links:

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Listen, Learn, Lead: Mastering the Dynamics of Business Relationships

The Closers: Modern Revenue Accounting Podcast

02/29/24 • 37 min

This episode features an interview with Jaime Dreikosen, CAO, Icertis.

In this episode, Jamie talks about the importance of effective communication and strategic messaging within business partnerships. Em and Jamie delve into the crucial role of empathy in fostering successful business relationships, challenging stereotypes about its perceived absence in the workplace.

Em’s Takeaways:

Effective Communication and Strategic Messaging: The importance of clear communication and strategic messaging in business partnerships was underscored, emphasizing the need to articulate technology initiatives in a way that aligns with broader business objectives, particularly when seeking buy-in from CFOs or securing investment.
Active Listening and Relationship Building: The significance of active listening was highlighted as a means to not only build relationships and gain trust but also to extract valuable insights. The takeaway emphasized the critical role of understanding the CFO's perspective and tying messages to specific business outcomes to demonstrate the direct value of technology initiatives.
Balancing Compliance and Business Assistance: A key insight revolved around finding a nuanced balance between compliance and aiding the business. The speaker suggested acknowledging the gray area in business partnerships, especially in roles like being a business partner, where flexibility and adaptability in navigating the complexities of controls and support are essential.

Timestamps:

*(01:04) - Off the Ledger

*(07:36) - General Ledger

*(32:42) - The Future of Revenue Accounting

Links:

Sponsor:

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

Learn more, register, or watch on-demand here.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Sustainability Beyond ESG Reporting

The Closers: Modern Revenue Accounting Podcast

07/20/23 • 36 min

This episode features an interview with David Wray, President of DFCG International Group.

In this episode, David shares with us the work that needs to be done with sustainability reporting and how it’s connected to financial reporting, how to keep businesses and CFO’s responsible for monitoring modern slavery in the supply chain, and how we all have a part to play in making a difference for the next generation.

Key Takeaways:

It’s important to take into context how different cultures and parts of the world view and define “child labor” or “slavery” in order to have thoughtful conversations that can lead to solutions for these problems.
Collecting data with due diligence is key, and in order to make sure the data is accurate, there needs to be more regulation and controls on how particular data is collected, what kind of data is collected, and what’s being done with that data.
Seizing the moment as a leader is looking forward, allowing for exploration, adapting, learning, being agile and looking at how to be part of the solution.

Segment Timestamps:

*(03:01) - Off the Ledger

*(17:22) - General Ledger

*(29:21) - The Future of RA

Links:

Sponsor:

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

When: September 12 2023 at 09:00 AM – 11:00 AM PDT

Where: Learn more, register, or watch on-demand here.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

Accountants Need to Be Assertive When It Comes to Technology

The Closers: Modern Revenue Accounting Podcast

07/20/23 • 29 min

This episode features an interview with Jotham Ty, a proud accountant and the CEO of Gappify.

In this episode, Jotham helps us understand how accountants can be the value center for businesses, how automation technology can help the field to eliminate mechanical tasks, and what the industry can do to support and nurture the new generation of accountants.

Key Takeaways:

Automation opportunities help to reduce the mechanical workload accountants are currently bogged down with.
AI cannot be strategic. Based on the nature of how accountants have to apply roles and understand business context, AI can support the data gathering process, but it cannot provide the human element that's needed to make all the moving pieces work.
The accounting profession should not be limiting. There are a multitude of options for someone in the field looking for their next career move.

Segment Timestamps:

*(03:19) - Off the Ledger

*(14:54) - General Ledger

*(22:42) - The Future of RA

Links:

Sponsor:

Zuora’s Modern Accounting Summit: If you are an accounting or finance leader looking to learn from the best and elevate your role in the organization, this virtual Summit is for you!

When: September 12 2023 at 09:00 AM – 11:00 AM PDT

Where: Learn more, register, or watch on-demand here.

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn

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FAQ

How many episodes does The Closers: Modern Revenue Accounting Podcast have?

The Closers: Modern Revenue Accounting Podcast currently has 20 episodes available.

What topics does The Closers: Modern Revenue Accounting Podcast cover?

The podcast is about Fintech, Accounting, Saas, Podcasts, Finance and Business.

What is the most popular episode on The Closers: Modern Revenue Accounting Podcast?

The episode title 'Sustainability Beyond ESG Reporting' is the most popular.

What is the average episode length on The Closers: Modern Revenue Accounting Podcast?

The average episode length on The Closers: Modern Revenue Accounting Podcast is 33 minutes.

How often are episodes of The Closers: Modern Revenue Accounting Podcast released?

Episodes of The Closers: Modern Revenue Accounting Podcast are typically released every 14 days.

When was the first episode of The Closers: Modern Revenue Accounting Podcast?

The first episode of The Closers: Modern Revenue Accounting Podcast was released on Jul 18, 2023.

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The Closers: Modern Revenue Accounting Podcast

Zuora

Top 10 The Closers: Modern Revenue Accounting Podcast Episodes

FAQ

How many episodes does The Closers: Modern Revenue Accounting Podcast have?

What topics does The Closers: Modern Revenue Accounting Podcast cover?

What is the most popular episode on The Closers: Modern Revenue Accounting Podcast?

What is the average episode length on The Closers: Modern Revenue Accounting Podcast?

How often are episodes of The Closers: Modern Revenue Accounting Podcast released?

When was the first episode of The Closers: Modern Revenue Accounting Podcast?

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