Sage Thought Leadership Podcast: Recent Episodes
Sage
The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.
Steve Hearsum discussed the limitations of quick fixes and the importance of functional collaboration in a complex world. They also explored the link between anxiety and creativity, and the need for leaders to acknowledge their limitations and learn. Lastly, they examined the persistence of the heroic leadership concept and the need for a shift in organizational mentality. Steve is the author of No Silver Bullet: Bursting the bubble of the organizational quick fix.
Steve is the founder of Edge and Stretch, working with brands and organisations to increase their capacity for collaboration and experimentation, including the NHS, a global fast moving consumer goods company, international financial institutions and many others. He is an experienced developer of change practitioners and consultants and a qualified Consulting and Coaching Supervisor. Steve is a trustee and Council Member for the Tavistock Institute of Human Relations and previously served as Co-chair of the Organisation Development Network Europe. He also holds a Masters in Change Agent Skills & Strategies from the University of Surrey.
Domenic Colasante discussed the potential benefits and challenges of integrating artificial intelligence in marketing, emphasizing the importance of human expertise and the need for more personalized and impactful content. The concept of heroism was also explored in relation to professional life, with Domenic identifying CMOs as heroes due to their commitment to business growth. The discussion concluded with Ed thanking Domenic for his insights and offering to continue the conversation on LinkedIn.
Domenic is CEO at 2X, the category creator and fastest growing marketing-as-a-service firm. Domenic is a thought leader on marketing organizational models and operating model transformation. Previously, Domenic was CMO at WGroup and has held demand creation, marketing ops, analytics, and account based marketing roles at Siemens and SAP.
Summary
David G. Ewing emphasized the importance of mapping individual customer journeys, utilizing a systematic approach encompassing systems, processes, culture, and incentives to deliver exceptional customer experiences. He highlighted examples that exemplified the power of empathy and cultural values in providing meaningful customer service. Finally, David promoted his newsletter focused on sharing exceptional customer experience stories.
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David G. Ewing , CEO of Motiv, is a trailblazer in customer experience innovation. With over 25 years in the industry, he's transformed insights into substantial revenue for 500+ clients. A Harvard cum laude engineering graduate, David's leadership has earned motive a spot on the Inc 5000 list. As president of the entrepreneurs association in Austin, he's dedicated to empowering fellow entrepreneurs. Beyond business, he's a devoted husband of 19 years and a passionate coach for his son’s robotics team.
Summary
Anton Skornyakov, the co-founder and managing director of Agile.Coach, discussed his role in coaching organizations and individuals on agile project management methodologies. He emphasized the importance of delivering small, useful pieces of a project to customers for feedback and the challenges encountered when implementing new ERP systems. Anton also shared his admiration for Russian political activist Alexei Navalny, calling him a hero due to his successful and agile campaigning. Lastly, Anton provided information about how one could contact him through his website, Slicingwork.com.
About Anton
Passionate about Agile methodologies, Anton Skornyakov holds the esteemed Certified Scrum Trainer certification, a distinction shared by only 250 individuals globally, awarded by the Scrum Alliance®. Anton's dedication to organizational collaboration and Agile principles in the public and nonprofit sectors led him to his current role as co-founder and managing director of Agile.Coach. In this capacity, he has coached nearly a hundred organizations and thousands of individuals in the art of slicing work. Anton is also the author of the upcoming book The Art of Slicing Work: How to Navigate Unpredictable Projects, which is the subject of our conversation today.
Scott Tillema discussed the importance of negotiation skills in various fields, particularly business, and how techniques used in crisis negotiations can be applied to business situations. Scott emphasized the need for emotional intelligence, self-regulation, and effective communication in difficult conversations. He also discussed the importance of authenticity, practice, and persistence in maintaining genuine connections and achieving desired results. Lastly, Scott shared his role models and invited listeners to connect with him for speaking or corporate negotiation inquiries.
Scott Tillema is a retired SWAT hostage negotiator with over 20 years of law enforcement experience in the Chicago area. Educationally, Scott holds a bachelor’s degree in behavioral science, and a master’s degree in psychology, and he was trained in negotiation by the FBI and at Harvard University. Today, he is a Partner at The Negotiations Collective, an international negotiations and conflict resolution training firm. As a global keynote speaker and corporate trainer, Scott inspires audiences to use techniques of verbal influence to be powerful negotiators, effective conflict resolvers, and influential leaders.
Kendyl Campbell , a director of strategic partnerships, emphasized the importance of bridging the information gap between companies, field operations, and financials. She highlighted the potential for cost savings by integrating systems to eliminate the information gap and shared her role in creating the "Dirty Boot Show" podcast, aiming to connect the construction industry and share insights. Kendyl also expressed professional admiration for Sarah Blakely, founder of Spanx.
Kendall Campbell spent many years in and around the construction industry before joining Assignar in 2020, implementing dozens of strategic enterprise accounts with complex integrations. She quickly rose through the ranks to lead the Customer Success Team in 2022 before becoming Director of Strategic Partnerships. Currently, Kendy is helping sell value across complex software ecosystems, ultimately solving the information gap between companies’ field operations and financials-- selling some of our largest deals globally. Kendyl was awarded the 2022 Customer Custodian Award in North America, and she can now be heard as one of our hosts on Assignar’s The Dirty Boots Show.
In this episode Gary Feldman, CEO of I-Business Network and board member of 90 Minds, discusses his transition from helping companies to exploring the potential of AI in enhancing ERP systems. He shares insights from his session on "How AI Will Supercharge ERP," emphasizing the rapid advancement and integration of AI technologies in business management software. Gary highlights the existing and upcoming applications of AI in ERP, like copilots and chatbots, predicting significant improvements in efficiency, accuracy, and cost-effectiveness. He addresses concerns about AI's future impact, advocating for responsible development and implementation. Gary concludes by sharing a personal story about a mentor who significantly influenced his career, underscoring the importance of continual learning and adaptability in the evolving landscape of technology and consulting.
Vik Pothnis discussed the significance of partnerships and alliances at Fyle, where Vik serves as a leader. They also explored the difficulties in expense management, such as manual reconciliation of credit card statements, broken bank feeds, and errors in reconciliation. Vik noted the lack of visibility into spend data, which hinders controllers and CFOs from understanding how and where money is being spent within the organization. He also criticized existing solutions that require switching cards. They also discussed the "bring your own card" feature offered by Fyle, which allows real-time transaction feeds from any bank a customer uses.
Vik Pothnis leads Partnerships and Alliances at Fyle. Vik and the team work with partners to reduce the time and effort required from the process of expense management for both the partners and their clients. He has an extensive background of working in high-impact roles in partnerships, business development, and solution sales in companies like Dell, Hitachi and Capgemini. He is a coffee lover with a liking for music and gardening.
In this episode Ed Kless interviews Chuck Peddy, VP of 90 Minds and Senior Consultant at Smartbridge, live from Palm Springs. Chuck discusses his drive to improve people's lives through efficiency and delves into AI's significant impact on various industries, including its rapid integration into ERP systems like Sage Intact. He humorously acknowledges AI's growing role in daily life and speculates on its future applications. The conversation also explores the robustness of Sage 100 and its cloud adaptability. Chuck highlights George Washington as a personal hero, emphasizing the importance of political decorum. This episode offers a thoughtful examination of AI's evolving influence on business and personal values.
In the podcast, Cody Manning discusses his professional journey and current role as the Chief Sales Officer. He shares his passion for helping individuals reach their full potential and highlights the potential for extreme efficiencies in AP automation. Cody also discusses a project with a small customer, illustrating how automation can improve work-life balance. He then shares his personal experience with implementing new business strategies, which has led to more efficient contract negotiations and bill payments. Finally, Cody talks about his father, who he considers his hero, and offers contact information for those interested in reaching out.
Cody Manning is the Chief Sales Officer of Yooz. He attended New Mexico State University and Collin County Community College before joining the Symantec and McAfee inside sales departments. Cody joined Yooz in 2020 as VP of Sales – North America and in 2022 was promoted to Chief Sales Officer for North American sales with plans to expand into Latin America.
Meg Higgins discussed the challenges small businesses face in navigating technology, with Meg emphasizing the need for assistance. Meg shared her experience in business development and strategy. The conversation shifted to Meg's admiration for Ray Dalio, a hedge fund investor and author, and the increasing complexity of tax compliance for businesses due to their digital and global expansion. Meg highlighted the need for digital tax management and the benefits of technology solutions.
Meg is the Senior VP of Global Partners at Avalara and leads their global partner organization, which focuses on growing the company’s channel business and delivering a best-in-class partner experience. She previously served as Vice President of Global Partner Business Development and Strategy as well as Vice President and General Manager for the company’s ecommerce and marketplace business unit. Prior industry experience includes leading client and partner management and business development, as well as cofounding the global ecommerce business unit at Pitney Bowes.
Anthony Sanchez, a seasoned software industry professional, shared his passion for his work and the satisfaction he gets from making people's lives easier through the solutions he helps develop. He discussed the Tax Relief for American Families and Workers Act of 2024, highlighting a key provision favorable to businesses, and the potential challenges in the Senate. Anthony also mentioned that he can be contacted at anthony.sanchez@sage.com or on Twitter.
Anthony Sanchez has been working in the Software industry for almost 30 years and has worked on many different software applications. He did his undergraduate work at U.C. Santa Barbara and his Post Graduate studies at the University of Dallas. With deep experience in both desktop and cloud solutions, Anthony has worked on Tax, Accounting, and payment solutions with Intuit, Wolters Kluwer, and JP Morgan Chase. He is presently the Product Manager for Sage Fixed Assets.
Apryl discussed her experiences and strategies in marketing and customer relations. Apryl shared her career journey and her current focus on helping businesses grow. She also talked about the use of marketing personas, with Apryl emphasizing the importance of regularly updating and utilizing these personas to better understand and connect with customers.
With a diverse background spanning leadership roles at Sage, Blytheco, and Bloomreach, Apryl Syed has honed her expertise in driving success across technology, marketing, and sales domains. Now in her own consulting practice, her team specializes in landing page conversion optimization, driving revenue generation for businesses. From crafting compelling funnels to boosting sales and ensuring customer success, they help organizations create and execute winning strategies.
We will be offering a free landing page funnel review. You can select the landing page and book an appointment for a review. www.conversionsg.com/sage
Ann Donie explored the potential of their product to enhance customer productivity and offer advice on best practices. They also discussed anonymizing customer data and implementing appropriate security measures to improve the product. Ed suggested the product could suggest trade methods based on asset descriptions, which Ann agreed to, noting the potential for error-checking and data consistency. Ann shared her experiences with entrepreneurship and her inspiration from her father's small business.
Ann Donie's career trajectory from CPA to financial software development professional at Sage has been driven by a commitment to enhancing fixed asset management solutions. With a background spanning domain compliance, product design, and quality assurance, Ann currently serves as the Product Owner and Engineering Manager for Sage Fixed Assets. Her focus on incremental improvements has been instrumental in optimizing workflows for accounting professionals, enabling them to better manage their assets with less effort. Ann is enthusiastic about the potential of generative AI in the latest release of Sage Fixed Asset's suite of solutions.
Sage Fixed Assets Ally demo on YouTube: Sage Fixed Assets Ally (youtube.com) It is about 6 minutes long.
Home page for Sage Fixed Assets on Sage.com: Sage Fixed Assets Management Software | Sage US
Hitendra Patil discussed the evolving role of accounting firms, emphasizing the shift from output to outcome. He highlighted the challenges of defining and demonstrating this difference to clients. Hitendra also noted changes in the business model of accounting firms, with a decrease in hourly fees and an increase in fixed fees. He suggested that accounting firms need to adapt to provide more than just numerical data to clients. Furthermore, he mentioned the impact of the pandemic and global economic challenges on clients' attitudes towards spending. Finally, he shared his personal hero, his father, and discussed his contact details.
Hitendra R. Patil is the President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, a strategic business of the Datamatics Group. Hitendra’s new book, “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence for Accountants,” has been bought by accountants from nine countries across four continents.
For an exclusive special offer only for Sage Advice Podcast listeners, click on this link -> Ed Sent Me. In the web form, please mention the words ED SENT ME.
Inder Seth, the CEO of Limelight Software, discussed her journey in the tech industry. Inder shared her passion for problem-solving, innovation, and collaboration. She also explained how her company's automation software has transformed the way finance teams operate. Inder mentioned that her son, who has special needs, is her hero due to his selflessness, hard work, and pure nature.
Inder Seth, CEO of Limelight Software, isn't just a leader - she's a visionary. Her decades of experience at Dell, IBM, and Clarity Systems shaped her sharp business acumen and honed her ability to innovate, navigate markets, and find new opportunities. Today, she drives Limelight's vision for empowering businesses with transformative financial solutions. Inder's passion for customer success, product excellence, and collaboration inspires her team to push boundaries and make a lasting impact.
Colette Markham shared her insights about the Nuvei's marketing approach, which involves understanding the needs of their partners and tailoring strategies accordingly. She mentioned that about 20% of their top Partners are broken down into tiers, and each partner's needs are addressed individually. She also highlighted the shift towards virtual marketing, particularly webinars and podcasts, due to Covid-19, which now constitutes about 60 to 70% of their marketing efforts. Colette acknowledged the challenges of partners being stuck on their own ideas and the need to adapt and learn from trial and error. The conversation ended with an exit question from Ed, asking about Colette's hero.
With over 20 years of experience in partner management, channel development, and strategic alliances, Colette Markham is a seasoned executive who delivers strategies that drive growth, profitability, and competitive success. As the Director of Channel Partnerships at Nuvei, Colette oversees the domestic portfolio of B2B strategic partners, aligning with ERP product integrators and leading initiatives to increase year over year revenue, promote product enhancements, and foster organic growth within the channel. Her mission is to add value to the organization and the partners by understanding their different needs, guiding and mentoring them with solid leadership skills, and resolving conflicts that arise on a daily basis.
Brett Michalson shared about the company's focus on enhancing the Sage Intacct ecosystem with integrations, automations, and intelligence products. He also reflected on his professional journey and the importance of fully leveraging a new finance and accounting system. Furthermore, Brett emphasized the importance of actionable insights for decision-making and shared his admiration for Alan Turing.
Brett has more than 20+ years of accounting and technology experience. Brett is an experienced executive leader with an extensive background in solution design, product management, product development, professional services, information technology, and enterprise risk management. He was a founding employee of AcctTwo, and since the firm’s combination with Baker Tilly, leads Baker Tilly’s finance as a service solution designer and software developer. Brett started his career in the advisory practice at a Big Four public accounting firm and spent seven years in public accounting advisory before becoming the implementation practice leader and CTO of AcctTwo.
Jeremy Almond discussed the limitations of traditional financial services and how his company, Paystand, is using blockchain technology to improve the industry. He emphasized the benefits of Paystand’s service, such as faster money transfers, automated processes, and eliminating fees. Ed Kless brought up the emergence of blockchain technology, which Jeremy responded can improve financial efficiency and automation for businesses. Jeremy also highlighted the security benefits of blockchain technology and shared his personal goal of creating a lasting legacy through his involvement in the blockchain industry.
Jeremy Almond, CEO and Co-Founder of Paystand. Jeremy has spent the last 15 years in the tech-industry as a serial entrepreneur, startup adviser, and occasional investor. Jeremy has helped dozens of B2B companies drive adoption of digital commerce, and is still an active board member at a number of fintech companies. He's been thinking about how to use technology to innovate in B2B financial services ever since.
Scott Hollrah discussed the mission and culture of Scott's company, Venn Technology. Scott emphasized the importance of freeing small and medium-sized businesses from time-consuming tasks through integrations between cloud accounting and CRM solutions. He also underscored the significance of company culture, noting that their relaxed and fun culture is reflected in their unique branding. Furthermore, Scott highlighted the importance of hiring employees who share their core values and creating a strong company culture. Ed agreed, suggesting that this approach is key to preserving the team's culture. Scott also shared his personal motivation for building the kind of company he would like to work for, aligning with the Golden Rule taught by his father.
Scott Hollrah is the founder and CEO of Venn Technology. He has more than 17 years of experience in the business technology industry, and more specifically in CRM and accounting software solutions. Scott founded Venn Technology in 2015 to help small and medium-sized businesses get their time and sanity back by building integrations between cloud accounting and CRM solutions to just about anything with an API. Venn’s top priority: build solutions that free people to focus on what they’re best at.
Ben Parker shared his professional journey and insights on the evolution of expense management, emphasizing the need to balance controlling and insight into spend. Ben also revealed that his father, a successful salesman, was his hero due to his dedication and integrity. Ed concluded the interview by providing contact details for Ben.
Ben Parker is the Director of Strategic Alliances at Emburse. Ben leads the strategic direction for all referrals and bookings growth for ERP & VAR Partners. Ben has more than 20 years of experience in the ERP, risk management, and spend management technology industries. He joined Emburse in 2013 and led the business development efforts for Travel before becoming ERP Strategic Alliances Manager in 2020. Prior to Emburse, Ben worked in the Government Sector for Tyler Technologies and prior to that focused on Risk Management efforts at Pulte Homes in Scottsdale, AZ.
Andy Nunez is an industry leader with extensive expertise in operational and sales domains, specializes in ERP consulting and ISVs. His M&A career started in 1997 with ePartners, eventually leading to the co-founding of NexTec Group. As SWK Technologies' CRO, he increased revenue from $7M to $50M, was pivotal in 17 acquisitions, and aided SWK's NASDAQ listing and Mapadoc's sale. Currently, as President & CEO of Scanco, he guided its sale to Firmament Partners, a PE firm. He continues to focus on driving Scanco's organic growth and strategic acquisitions in collaboration with Firmament.
Summary
- Operational and sales expertise in ERP consulting and acquisitions.
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Andy Nunez, industry leader in ERP consulting and ISVs, shares insights on growth and acquisitions.
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Career path from archaeology to ERP software sales.
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Ex-archaeology major finds excitement in ERP software industry's daily variety.
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The impact of a company acquisition on the team and culture.
- Andy: Acquisition was transparent, resulting in team's readiness to "hit the ground running" after six months.
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Organization hires new team members to fill gaps and change culture.
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Growth strategy and acquisitions in a business.
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Andy highlights the importance of hiring the right people to build a successful business, citing their experience with Firmaments and acquisition in December.
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Living life without regrets with a 96-year-old activist.
- Andy shares their admiration for a 96-year-old neighbor who is a retired professor and social activist, inspiring them with her fearlessness and lack of regrets about her life.
- Andy believes that making small decisions over a lifetime and living with no regrets takes more character than making one heroic decision in a moment of crisis.
Zack Manning shared his career journey and his passion for sales and customer success. He emphasized the importance of building high-performing teams and his instrumental role in FISPAN’s growth. Zack also discussed his approach to sales, adding value for the customer, and the importance of technology in streamlining financial transactions and allowing employees to focus on more strategic tasks. He highlighted examples of success, such as integrating a business's ERP system and its bank. Zack also revealed his admiration for Nicola Tesla's work, believing it to be the cornerstone of modern technology.
Zack Manning, SVP of Revenue at FISPAN, is a seasoned sales leader in the financial technology industry with a holistic approach, guiding Sales, Marketing, Business Development, and Solutions teams. Having worked at companies like Hyperwallet and SAP before FISPAN, Zack has built expertise in developing and executing go-to-market strategies that involve complex distribution channels. His focus on customer success and his ability to build high-performing teams has been instrumental in driving FISPAN's growth and expanding the company's presence in the market to service not only banks, but ERP and consultant partners alike.
Daniel Cuthew discussed the importance of data-driven decision-making and the role of technology in facilitating this process. Daniel, the global partnership executive at Phocas Software, shared his mission to create value for Phocas and their partners through innovative and customer-centric solutions. He emphasized the need for technology that is easy to use and intuitive, enabling organizations to identify areas of growth and make informed decisions. Daniel also highlighted the importance of collaboration with partners and the right fit for both individuals and companies. He shared a success story from a company called Quality Bearings Online, which has benefited from using Phocas Software's platform. The conversation ended with Daniel providing details on how to contact him and his admiration for authors Patrick Lecioni and Geoffrey Moore.
Daniel Cuthew is the Global Partnership Executive at Phocas Software, responsible for developing and managing channel and alliance partnerships that generate revenue and growth for Phocas across Sage globally. He has over 12 years of experience in the software sector, with a focus on B2B SaaS solutions. Daniel has a strong background in sales and financial management, and business development and he’s a member of Partnership Leaders, the industry association for partnership professionals. His mission is to create value for Phocas and their partners by leveraging his go-to-market skills and industry knowledge together with his passion for delivering innovative and customer-centric solutions that solve complex business challenges and drive positive outcomes.
Geof Brown is Illinois CPA Society President and CEO, role he took over in 2023 and has quickly moved to maintain the society’s position as a thought leader in the profession while stepping up as one himself. In fact, Geof was named as one of Accounting Today’s most influential people in the profession! In December 2023, the ICPA released the society’s latest Insight Special Feature, “Righting Retention,” which addresses the leading factors driving perpetually high turnover in the accounting profession based on the personal responses of both employees and employers.
Summary
- Accounting profession turnover with Illinois CPA Society president.
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Geof Brown, Illinois CPA Society president and CEO, discusses the society's latest insights on writing retention in the accounting profession.
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Talent retention in the accounting profession.
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Retention is a growing concern in the profession, with high turnover rates and associated costs impacting businesses.
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Employee retention in accounting and finance industries.
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Valued feeling and career advancement opportunities drive retention in public accounting, while burnout and lack of recognition affect industry professionals.
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Retaining employees in the workplace.
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Geof suggests connecting people to the mission and culture of organizations to improve retention.
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The impact of a dedicated public educator and the importance of retention in the finance and accounting profession.
- Geof Brown praises his mother as a hero for her dedication to public education and her unwavering support.
Thejo Kote discussed the challenges and solutions in expense management for small and medium-sized companies. Thejo Kote, founder and CEO of Airbase, a spend management platform, explained the difficulties of bringing together disparate systems to properly understand expense management. He highlighted the benefits of consolidating all non-payroll expenses into one platform, which Airbase offers, and the positive impact this can have on various stakeholders such as employees, managers, budget owners, and finance and accounting professionals. Thejo Kote also shared an example of how Airbase has helped a public company, Proximity, streamline its expense management processes.
Thejo Kote shared his personal hero, his grandfather, who despite facing significant challenges and poverty, became a leading scholar and author in India. He admired his grandfather's hard work and persistence, which have influenced his own life and career path. Thejo Kote also mentioned that he can be easily contacted through LinkedIn, and encouraged potential customers to explore the integration between Airbase and Sage.
Thejo Kote is the Founder and CEO of Airbase, the leading spend management platform for small and midsize companies. Founded in 2017, Airbase is a venture backed company and has raised over $100M from Menlo Ventures, Bain Capital Ventures and First Round Capital. Thejo’s first company, Automatic, was acquired by SiriusXM.
Edwin Willis, Director of Channel Sales for Quadian Financial Automation, shared his journey in the channel sales industry, emphasizing the role of mentors and his team in his growth. He also discussed his focus on helping his team achieve their goals. The need for strong partner relationships to drive business growth was a topic of discussion. Ed and Edwin also discussed the impact of the declining interest in accounting degrees and the resulting workforce gap in the industry, which Edwin suggested will be increasingly automated. Ed concluded the interview by asking Edwin about his heroes.
Ed Willis is the Director of Channel Sales for Quadient Financial Automation. With over 10 years of channel experience, Ed leads the Quadient partner team in shaping strategic channel direction with a strong focus on building partner relationships that drive mutually beneficial business growth. Quadient Financial Automation encompasses Beanworks Accounts Payable Automation which is the white labeled solutions powering Sage AP Automation for Sage 50, 100 & 300 as well as Yaypay Accounts Receivable Automation.
Diane Gaa is a Learning Professional with over 20 years' experience in the learning industry specializing in executing transformation strategies for human resources and learning & development currently working at Sage as Director of Design, Experience and Technology. Her passion is to help others become their best at whatever they dream; advocacy of digital accessibility supporting equal access and adopting a smarter working mindset.
Summary
- Transforming HR and learning with digital accessibility.
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Diane Gaa is passionate about helping others become their best through digital accessibility and equal access.
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Using AI to help professionals learn and grow.
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Diane’s passion is helping professionals use AI to learn and grow in a better way.
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AI's impact on jobs and skills.
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Diane discusses how generative AI can help people move towards their dream jobs by enhancing their existing skills and providing new opportunities.
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AI's impact on jobs and education.
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Daine: AI will redefine jobs, not replace them.
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Work ethic, technology adoption, and heroes.
- Diane shares his insights on working smarter, not harder, and the importance of adopting new technologies to stay ahead in the industry.
- Diane hero is her late father, who worked hard and instilled in her a strong work ethic, and Diane admires his determination and drive.
“BC” Krishna is the founder and CEO of Centime, Inc., a provider of comprehensive cash management solutions to small and mid-sized US businesses. Cash is the lifeblood of every business, and yet, most business don’t have the solutions to manage critical aspects of the cash control lifecycle – forecasting, managing AP to extend Days Payables Outstanding, managing AR to shrink Days Sales Outstanding, and tapping into credit if needed. Centime’s Cash Management Solution including all these critical capabilities in one integrated package.
Summary
- Cash management solutions for small businesses.
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BC Krishna loves solving complex problems creatively through his work at Centime.
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Cash flow management challenges for entrepreneurs.
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Entrepreneurs face cash flow challenges, including managing inflows and outflows, extending payables, and shrinking receivables.
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Cash flow management for small businesses.
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Entrepreneur faces cash flow challenges despite growing business with 100 customers.
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Cash flow management and accounting basics.
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BC emphasizes the importance of understanding cash flow and basic accounting concepts, such as income and expenses, in managing a business.
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Cash flow management and heroes.
- BC discusses the importance of cash flow management, highlighting the need to prioritize timely payments and discount receivables to ensure liquidity.
- BC’s parents are their heroes, as they instilled valuable lessons and values that have shaped their personal and professional life.
Geni Whitehouse is a CPA and the President of the ITA, the Founder of The Impactful Advisor, and a consultant to wineries in the Napa Valley. Whitehouse’s resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. In her role at the ITA, she has a mandate to help lead members through an unprecedented era of change, growth and transformation in the accounting and technology sectors, from ongoing staff shortages to private equity investment in firms to the swift entry of generative AI across sectors.
Summary
- The rapid pace of change in the accounting profession.
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Genie White House discusses the unprecedented pace of change in the accounting and technology sectors.
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Evolving accounting profession through curiosity and innovation.
- Geni emphasizes the importance of curiosity and seeking alternative solutions for clients, rather than relying on the same group of people at events.
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The gap between those who attend events and those who are not aware of the opportunities and innovation available is a concern, as it leads to a lack of evolution and progress in the accounting profession.
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Work-life balance and professional fulfillment for accountants.
- Geni expresses frustration with the low-value work that accountants are consumed with, and the internal desire for something more rewarding.
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Ed Kless agrees, noting that accountants are often too busy to raise their prices or prioritize their own needs, leading to a battle within themselves to elevate the value of their work.
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The future of accounting and bookkeeping professions.
- Geni highlights the challenge of attracting new talent to the accounting profession, with fewer people graduating with accounting degrees and the CPA profession facing a shortage of new entrants.
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Geni suggests that accountants should adopt a more advisory role, rather than trying to be the experts, in order to better serve clients and remain relevant in the industry.
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Asking questions to add value to clients and personal heroes.
- Geni shares their approach to adding value to clients by asking open-ended questions to understand their needs and challenges.
- Geni’s hero is her late father, who made her feel safe and supported her potential as a girl in a sports-loving family.
Erik Tomalis is a proven fundraising professional and has always been forward thinking, donor and people driven, but most of all results oriented. With 20+ years of professional fundraising experience, Erik made over 4,500 face-to-face donor solicitations where he has raised millions of dollars for many non-profit organizations. He served as a front-line fundraiser, as well as an executive in some transformative organizations focused on generosity, such as St. Jude Children’s Hospital, the Boy Scouts of America and the Allegheny Health Network. At Virtuous, Erik is committed to helping nonprofits grow global generosity.
Summary
- Fundraising and generosity with Erik Tomalis.
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Erik is passionate about generosity and has raised millions for nonprofits through face-to-face donor solicitations.
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Declining donor giving and nonprofit trust.
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Nonprofit sector responding to decline in donor giving with mixed results, despite increasing number of organizations.
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Decline of personalized messaging in nonprofit sector.
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Nonprofits struggle to personalize communication, leading to disconnection with donors.
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Charitable giving trends and the role of technology.
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Younger generations prefer direct support for specific causes, bypassing traditional organizations.
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Nonprofit fundraising strategies and the importance of communication with donors.
- Erik emphasizes the importance of communicating with donors and acknowledging their contributions to nonprofit organizations.
- Erik cites Mr. Rogers as a hero of his, citing his kindness and focus on generosity and love.
Brian M. Kelly is the Managing Partner of CMS (Cost Management Services) at iRecruit. Brian has over 25 years of experience in the Human Resources software and tax credit industry. CMS originally sold HR Software, and Work Opportunity Tax Credit Screening, and developed iRecruit for our Sage HRMS customers to meet the need to automate and streamline their recruiting, applicant tracking, and electronic onboarding operations. Brian has a BS in Finance from the University of Central Connecticut. CMS is a member of the Society for Human Resource Management. In his spare time Brian both plays and coaches ice-hockey, and is an avid golfer and boater.
Calculate your WOTC savings.
Summary
- HR software and tax credits with industry expert Brian Kelly.
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Brian Kelly discusses his experience in HR software and tax credits with Ed Kless.
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Work Opportunity Tax Credits and their potential benefits for businesses.
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Businesses can improve marketing and sales by taking advantage of Work Opportunity Tax Credits, despite being lesser-known and more difficult to implement due to IRS regulations.
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Tax credits for new hires and their value to businesses.
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Brian Kelly estimates that small businesses can earn $36,000 in tax credits per year by hiring new employees who qualify for the Work Opportunity Tax Credit.
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Educating business partners and clients on tax credits and savings.
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Ed Kless suggests business partners educate clients on tax credits and savings opportunities.
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Tax savings and heroes in the workplace.
- Brian Kelly highlights his team's success in saving clients millions of dollars in tax credits and employer savings.
Christopher Reeves claims to be as passionate about data as he is about food and music. Christopher is the CEO of ZAP, makers of Sage Data and Analytics and is a technologist with a product and finance background. As a 20-year veteran in the manufacturing, ERP and data space, Christopher has lived through many technology hype cycles, but his conviction is that the core value of data cannot be over-hyped.
Summary
- The importance of data and its potential value.
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Christopher Reeves believes data's core value cannot be overhyped, despite technology hype cycles.
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Data value, AI, and data management.
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Christopher believes AI will solve data problems in the next decade, but human processes are essential for now.
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AI's potential to provide new knowledge and reach wisdom level.
- Ed Kless and Christopher discuss the potential of AI to reach the wisdom level described by Peter Drucker's data pyramid, with Christopher expressing optimism about the possibility.
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Kless and Christopher agree that AI will not take jobs directly, but rather provide opportunities for those who know how to use it to take jobs from those who don't.
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AI, data management, and heroes.
- Christopher names their father as their hero, citing his strong moral compass and gratitude.
- Christopher Reeves highlights Steven Pinker and Brian Kaplan as intellectual heroes, and shares insights from their books on data management and analytics.
Anthony Miller is the business Development Director at Flowgear, a global business that specialises in integration and aims to shed the workload & complexity of App-to-App integration quickly & affordably, using their no code platform. Anthony is also a serial entrepreneur with a passion for building innovative businesses with inspirational people, having co-founded several successful businesses in several countries and in unrelated sectors.
Summary
- Integration and app-to-app connectivity with Anthony Miller.
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Anthony Miller is passionate about integration, bringing disparate systems together to enable data sharing between companies.
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Shifting from custom software to best-of-breed SaaS solutions.
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Historically, companies commissioned bespoke software solutions, but today they prefer to license best-of-breed SaaS technologies, and Flood goes helps connect these systems in real-time.
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Integration in various systems for a simple online purchase.
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Ed asks for a practical example of integration, and Anthony provides an everyday scenario involving multiple systems and parties in real-time.
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Integrations as digital plumbing and maintenance.
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Integrations are like digital plumbing, critical for business operations.
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Leadership values with Anthony Miller.
- Anthony Miller names Steve Jobs and Nelson Mandela as his heroes, citing their perseverance and values.
Jeremy Hemsworth is a seasoned marketer and U.S. Army veteran. He currently leads partner marketing at Ramp and has held various marketing roles at Microsoft, Slack, and Salesforce. Throughout his career, he has focused on helping customers understand how tech and automation can boost productivity and business impact. Based in Nashville, he balances his career with a hobby farm, raising chickens and sheep.
Summary
- Productivity and automation with a seasoned marketer.
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Jeremy Hemsworth prioritizes helping others boost productivity and business impact through tech and automation, while balancing his career with a hobby farm.
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How ramp helps customer Walter Farms save time with automated processes.
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Ramp helps Walter farms save time on manual processes, freeing up more hands-on work in farming operations.
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Automating finance tasks to free up time for strategic work.
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CFO saves time by automating tasks, focuses on strategic work.
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Automating financial tasks to free up time for CFOs.
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CFOs save 10 hours/week with automation, focusing on high-value tasks like financial planning and personal interests.
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Leadership and inspiration with Colin Powell.
- Colin Powell is a hero to the speaker for his servant leadership and inspiring others.
- Jeremy Hemsworth shares contact information on LinkedIn and Twitter.
In the late 1990s, Ryan Kerry initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices. Addressing the challenge of transferring investment data to general ledgers, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.
Summary
- Using technology to make accounting easier.
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Ryan Kerry loves using data and computers to make life easier for accountants.
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Using technology to reduce data entry in accounting profession.
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Ryan proposes using AI to automate data entry in accounting, potentially reducing fees.
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Automating accounting processes with AI.
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Ryan discusses how their technology can reduce audit time by tagging journal entries in real-time.
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Using AI to automate accounting tasks and avoid errors.
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Ed Kless and Ryan discuss ways to identify and correct suspicious financial data, with Ryan emphasizing the importance of staying in their lane and not overstepping into the auditor's territory.
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Mentors, heroes, and leadership with Ryan Kerry.
- Ryan Kerry highlights mentors and heroes in his career, including Harry Truman, and shares how he stays connected with them through Vistage and other groups.
Justin Smith is the Chief Financial Officer of LeaseQuery. Justin provides leadership and oversight for capital allocation, financial management, operational efficiency and investor relations. He brings nearly 20 years of experience and came to LeaseQuery in 2023 from Goldman Sachs, where he was a senior member of their technology investment banking team. At Goldman, Justin advised CEOs, CFOs and boards on transactions including IPOs, M&A, and capital raises. Additionally, Justin served on the investment selection committee of Engage Ventures, a leading VC fund based in Atlanta. Justin holds a BA from Johns Hopkins University and an MBA from The Wharton School at University of Pennsylvania.
Summary
- Financial leadership and capital allocation with Justin Smith.
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Justin Smith provides leadership and oversight for capital allocation and financial management at Elise Curry.
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The evolution of the CFO role.
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CFO evolved from cash manager to strategic partner, matching resources with investment opportunities.
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Signs of a ripe M&A environment.
- Speaker 2 highlights the importance of market dynamics and capital availability for M&A deals to occur.
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Sellers are starting to show willingness to come to market, but capital availability remains a challenge.
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Valuation of software and consulting companies.
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Speaker 2: Subscription model companies have longer term visibility, premium in market.
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Subscription-based business models and their benefits.
- Subscription-based businesses provide high degree of visibility into future revenue.
- Justin Smith, CFO of Lease Query, highlights his mother as a hero for her positivity and optimism, and Rich Roll, a podcast personality, as someone he looks up to for his career pivot and personal development insights.
Tom Miller
After a career of over 5 decades in the technology industry Tom Miller currently works directly with the ownership of Net at Work to assist in driving the company’s M&A strategy. His career began as a mainframe sales engineer for Sperry Univac, followed by founding a computer service bureau providing automated computer services to CPA firms, which led to opening an Apple Computer Store primarily selling Great Plains Software systems to SMBs. This led Tom to Great Plains Software in 1987, followed by stints at Microsoft, Sage Software and now Net at Work.
Summary
- Technology industry career and M&A strategy with Tom Miller.
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Tom Miller shares insights from 50+ yrs in tech, from mainframe sales to SMB software sales.
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Exit strategies for business partnerships.
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Tom reflects on 30-40 years of partnerships, exit strategies, and fulfillment in the business.
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Selling a business, finding the right buyer, and ensuring a smooth transition.
- Find a buyer with aligned values to maintain customer trust and loyalty.
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Ensure buyer has financial wherewithal and a broad portfolio of products/services to maximize earn-out potential.
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Customer-first approach and leadership lessons from a former governor.
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Tom admires Doug Burgum, former boss and current governor of North Dakota, for prioritizing customers and valuing learning through failure.
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Business success through customer intimacy and partnerships.
- Tom emphasizes the importance of understanding customers and building relationships.
Adam Lean transitioned from an accountant to a successful entrepreneur, having built and sold two businesses. He's now dedicated to guiding business owners and is the brains behind The CFO Project—a platform that trains accountants and tax professionals to offer CFO and advisory services. Through his experiences, he discovered his true passion: guiding and equipping firm owners with the necessary tools to maximize profitability and to escape the “accountant’s trap.”
For a free guide to starting a CFO service click here.
Summary
- Entrepreneurship and accounting with Adam Lean
- Starting and growing an internet business.
- Accounting and business growth.
- Customer selection and business structure
- Business structures, compliance, and growth with a focus on Sam Walton's entrepreneurial spirit
Summary
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare.
Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst/Programmer whose main role is to develop and support Sage CRM for her internal customers - that's 2500 users of Sage CRM across the world.
In this third & final episode, Bea talks to us about the future of Sage CRM for Renishaw, the importance of staying current with the latest version, and what she would like to see in the future for the product.
Summary
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare.
Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst/Programmer whose main role is to develop and support Sage CRM for her internal customers - that's 2500 users of Sage CRM across the world..
In this second episode, Bea continues the conversational thread about integration toolsets, the current state of business usage, and Bea's favorite "use cases" for employees inside their Sage CRM instance.
When it comes to unlocking human potential and achieving organizational success, there's no one quite like Christian 'Boo' Boucousis, CEO of Afterburner Inc. A former fighter pilot turned business founder, author, and inspirational speaker, Boo has earned over 1,000 five-star Google reviews for his unparalleled expertise in human behavior and organizational performance. Whether he's speaking to a small startup or a multinational corporation, Boo inspires people to discover a new way of thinking that empowers them to believe that even the most audacious ambitions are within their reach.
Summary * Unlocking human potential and organizational success * Using debriefs as a mindset in businesses * Decision-making and impact * The importance of limiting action items to 3-5 items for personal growth and effective change * Leadership, evolution, and heroism in business
Founder of Egress Solutions, Mike Smart. For over 25 years in the information technology and software industry including several executive positions with responsibility for product management, product marketing, development and operations for NASDAQ--traded companies in the internet and software industries. Michael Smart has successfully guided the development and launch of new products in the internet security, service management and mobile data software markets. The most exciting and rewarding work he does is show marketing and product executives how to change the ground rules and win in the market with their solutions.
Ed welcomed Mike, an experienced IT and software industry executive, to the podcast. They discussed the challenges small and medium businesses are facing in the current economic environment, with Mike emphasizing the importance of companies being customer-centric, solution-oriented, and understanding their business principles. He highlighted that having a clear business strategy and being able to validate it is crucial for companies. They also discussed the difference between strategy and strategic planning, with Mike emphasizing that even an unarticulated strategy exists if the business is sustaining itself. Mike warned that employees who don't understand their value or how their contribution fits into the organization are at risk of quitting or resigning in place. Ed asked Mike who his hero was, and Mike expressed admiration for individuals who are pushing themselves forward despite challenges.
Summary
- How small and medium businesses are dealing with economic uncertainty
- Business principles and profitability in uncertain times
- Business strategy and purpose with a focus on revisiting and validating
- Strategic planning and articulating a business's purpose
- Employee engagement and leadership with Mike Smart
Summary
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare.
Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst/Programmer who's main role is to develop and support Sage CRM for her internal customers - that's 2500 users of Sage CRM across the world.
In this first episode Bea explains the history of the company and her start with them 20 years ago, the company's progression to 2,500 users of Sage CRM and they place CRM at the heart of their business systems in the company.
Dan Michelson is the Founder and CEO of InCommon, a “for purpose” company that helps companies turn culture into a strategy that drives productivity and engagement by ensuring everyone feels connected and part of the CORE. He has a 20+ track record of helping to build high-performing, high-growth companies with world-class cultures. In his upcoming book, Holy Shift! Moving Your Company Forward to the Future of Work, Dan helps leaders at every level of a company move forward to the future of work using a common sense, data-driven approach. Holy Shift! combines a reflection of how we got to now with deep research on how companies are managing this moment.
Summary
- Introduction.
- Why do we do what we do is changing.
- Culture eats strategy for breakfast and dinner.
- The playbook for bringing people back to the office.
- A compassionate, empathetic, and evolutionary way to think about change.
- Who is a hero of yours and why are they a hero, and why they are a hero.
Rusty Shelton is Founder and Chairman of Zilker Media, Senior Marketing Strategist at Forbes Books, and an active speaker to audiences around the world. He has written three acclaimed books, including his newest, The Authority Advantage: Building Thought Leadership Focused on Impact, Not Ego which is co-authored with Adam Witty.
Summary
- Introduction to Rusty Shelton.
- Focus on leading with the logo or entity.
- Showing the why and how.
- The shift away from making a profit to social responsibility
- Living your purpose and creating a profit.
Chris Meroff is a CEO, founder, author and serial entrepreneur with a passion for helping business professionals find fulfillment in their work through sustainable success. In 2011, he started his first company, MSB Consulting. In 2019, he pivoted into the venture capital space, currently, he owns a variety of startups in various industries throughout Austin and Maine, ranging from hospitality, restaurant, education, farming, medical and community development. Chris is the CEO and founder of DCX Community where he hosts a personal development conference and monthly networking event, The Table Network.
Summary
- Introduction to Chris Meroff.
- Lead discovering the heart of authentic leadership.
- How empathy is really about mirroring others emotions.
- How empathy taught me to slow down.
- Who is a hero and why are they a hero?
Rick Yvanovich is a serial entrepreneur, techie, Brit, baby boomer, and professional bean counter with over 40 years of experience in various businesses, including supermarkets, the accounting profession, breweries, newsagents, defense manufacturing, IT, and property development. He has worked at BP in the UK, Singapore, Switzerland, Vietnam, and China where he first served as a Finance Manager. Rick then relocated to BP Vietnam in 1990. An active promoter of AICPA-CIMA, Rick is a very regular speaker in Vietnam on multiple topics including Talent, Accounting, Digital Transformation, Cloud, Project Management, and UK - US - Vietnam trade and investment.
Summary
- Introduction to Rick Yvanovich.
- Why I inspire and transform professionals.
- Why do you think we should be architects of change?
- What does it mean to be an architect of change?
- Why are they your hero?
Lauren Maffeo is an award-winning service designer working full-time at Steampunk where she serves the U.S. federal government. She is a founding editor of Springer’s AI and Ethics Journal and an adjunct lecturer of Interaction Design at The George Washington University. Lauren has written for Harvard Data Science Review, Financial Times, and The Guardian. She has also presented her research on bias in AI at Princeton and Columbia Universities, Google DevFest DC, and Twitter’s San Francisco headquarters. She is the author of Designing Data Governance from the Ground Up. Listeners can buy a copy of her book, and get 35% off using the code DATAGOV23 (valid until September 2023)
Summary
- Introduction to Lauren.
- Managing data and data governance.
- The lack of governance around data.
- The problem of data spoilage.
- Who is a hero of yours and why are they a hero?
Sharekh Shaikh is the Founder of CleverX , a platform that powers market research teams by providing them with access to the tools and the hardest-to-reach commercial audiences. The company's platform allows users to build a network with business professionals and fellow entrepreneurs via video calls, enabling entrepreneurs to avail expert advice and grow their businesses. Before becoming a tech entrepreneur, Sharekh worked with Gartner, the top technology research organization in the world. He assisted them in developing initiatives that will enable technology leaders from many industries to work together in a secure environment.
Summary
- Sharekh’s introduction.
- Entrepreneurship vs. hybrid work.
- The trend of hybrid work.
- Advice for people who want to start their own business.
- How to find your zone of genius.
- Who is a hero of yours and why
Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his “Why” is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya.
Summary * The importance of community and collaboration in the accounting profession * Innovation and rebranding in the accounting profession * Leadership and ego in a professional setting * Using AI for rap music creation * Heroes and influences in the accounting industry with Scott Serrano
Eric Beck is one of the world’s most provocative thinkers about our society’s growing lack of meaning at work and the way to reconnect and empower the digital generation by creating a new “game worth playing” at work, in schools, in families, and in our institutions. Eric has worked with entrepreneurs, leaders, governments, & businesses to help people reach their creative maximum. He has spoken to over 10,000 people live drawing on his experience as a US Army Vet, Jazz musician, Educator, and 22-year strategic business coach. Featured on many podcasts, webinars, and events, Eric shares what he's learned from the best in music, education, business, and philosophy.
Summary
- Introduction
- We are born to be free.
- Reinvention is the opportunity to let go
- Deconstructing technology and limiting beliefs.
- Creative destruction is about the content.
- Eric’s favorite memory of his father.
The Future Accountant
A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business.
Part 4: What Business Owners Can Do RIGHT NOW
Specific, actionable, immediate steps business owners can take to prepare
Click here for a free assessment tool.
Summary * What business owners can do right now * Opportunities in technology and change * The importance of specialization in your organization * How to get more value out of your information? * How much work falls into the hands of the accountant? * The business owner needs to stay involved in the mission and values
Randy Crabtree is a Partner at Tri-Merit, a company that supports CPAs, CFOs and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.
Summer Davies is an award-winning leadership development expert who has dedicated her career to cultivating thriving work environments where individuals feel equipped, capable, valued, and connected. She specializes in guiding emerging leaders to develop the mindset and tactical skills required to lead with impact, confidence, and empowerment, while loving what they do. Throughout her impressive career, Summer has had the privilege of coaching, teaching, and studying leaders from around the globe. Her unique depth and breadth of experience has fostered an unending passion for helping managers embody the leader they aspire to be, while enjoying the process of leading.
Summary
- Introduction to Summer Davies.
- Impact of over management and micromanagement.
- The difference between micromanagement and over management.
- What is the problem we're trying to solve?
- Who is your hero and why are they heroes?
- How to contact Summer on LinkedIn and her website.
The Future Accountant
A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business.
Part 3: The Future Accountant
The penultimate episode of TFA is entitled TFA but what does that mean for business owners who are customers of those accountants?
Click here for a free assessment tool.
Summary * Changing your expectations of what you get from your accountant * What does outsourcing mean in terms of interaction? * What is the difference between finance and accounting? * The problem with standardizing accounting * What is the difference between an accountant and an advisor? * How to elevate your staff
Liz Farr is a B2B copywriter who is also a Certified Public Accountant. She spent 15 years working in tax and accounting, first at a small H&R Block office in rural New Mexico, and then at several small public accounting firms in Albuquerque, New Mexico. Liz has been a CPA since 2005, and a freelance writer since 2015. Her work in public accounting was mostly in tax, working primarily with small closely-held businesses, trusts, estates, and high net-worth individuals. She has worked on audits, reviews, and compilations for many of these same businesses, as well as governmental entities and non-profits.
Summary * Leadership, ghostwriting, and personal growth. * Leadership styles and their impact on employees * Ghostwriting and interviewing techniques * Voice, language, and disruption with a transcription expert
Brooke Janousek is a fractional CMO and digital nomad on a journey to intentionally live a joyful life. She is the founder of The Grow CMO, a fractional leadership solution for effective marketing growth that she founded in 2022 after two decades as a leading expert in the marketing industry. You can follow her digital nomad journey along with her “lessons on the road” at Brooke on the Grow. Find her article From Razors to Fun: How Billie's Sold-Out Board Game Aligns with Their Bold Mission on LinkedIn.
Summary
- Why do you do what you do?
- Lead generation and brand.
- Brand is about what people say about you because of what you put out in the marketplace.
- No worries if you can't do this.
- Who is a hero and why are they a hero?
The Future Accountant
A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business.
Part 2: Assess & Evaluate
Continuing the conversation... what to look for in your business, signs that you're at risk, self-evaluations, and full stock and inventory of your business
Click here for a free assessment tool.
Summary * Understanding where we want to go * Signs that an organization is at risk for data overload * Taking a step back and asking the "why"
Seth Fineberg is a highly experienced editor and seasoned business journalist passionate about researching and delivering valuable information on what makes businesses tick. This has come in many forms, from straight news articles and features to thought leadership and content marketing. This path has led him to where he is now, and where he plans to head, as an industry consultant and content strategist focused primarily on the advancement and success of the accounting profession.
Summary * The importance of the accounting profession and its impact on small businesses * Professionals need to learn to say no more * Mental health in the accounting profession * Controlling work-life balance and finding positivity in tax season * Sports hero Thurman Munson and contact information for guest Seth Feinberg
For over three decades, Neil Rogers has built a successful career in sales and marketing, working with clients in a wide range of verticals, including pharmaceutical, biomedical, manufacturing, logistics, financial services, and government defense contractors. He is the Owner and VP of Marketing and Sales at Rogers Marketing, winner of several Million Dollar Sales awards, the Velocity Award for growth, and the Heavy Hitter Awards for large accounts. Neil and his wife Lori are the creators/owners of the Positive Activity 11-Step Process, using scientifically proven activities to increase the quality of life and business through creativity, optimism, and positivity. Bar Tips is his first published book, drawing on the lessons learned during his years as a bartender that Neil has applied for success in sales.
Neil started the non-profit PASE (Parents Assisting Special Educators) and PASE After 21 for special needs adults. Discover more at: https://www.positiveactivity.net/
Check out Neil's book at https://www.positiveactivity.net/bar-tips-book
Summary
- Introduction to Neil Rogers.
- Why do you do what you do?
- Taking ownership of your business.
- The importance of holding yourself accountable.
- Positive activity is the practice.
- Spelling to communicate with autism.
- How to get in touch with Neil
The Future Accountant
A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business.
Part 1: The Retirement Revolution
A brief overview of the great retirement of accountants and the lack of new talent entering the field.
Click here for a free assessment tool.
Summary
- The retirement revolution and the future of accounting
- The problem with the number of accounting graduates
- How do we build institutional knowledge around accounting?
- How do you make the job more efficient?
- Having a working policies and procedures document
- What can you do to help facilitate this process?
Robin Hall is the driving force behind VARC Solutions. She is a sought-after instructor and speaker for venues such as Scaling New Heights and CNN Radio. Robin developed VARC Solutions’ signature product using Quickbase, NAN Practice Manager, a CRM designed specifically for CPAs and other accounting professional. She was named one of the 25 Most Influential Women in Accounting by CPA Practice Advisor for 2016.
Summary * Why accounting burdens should be lifted for business owners to focus on their passion. * Starting a business and offering accounting services. * Business growth and hiring employees. * Hiring, onboarding, and learning from mistakes in a business. * The importance of clients and their impact on personal growth.
Charles Lubar is a graduate of Yale University and Harvard Law School and holds a Master’s Degree in taxation from Georgetown Law. For two-and-a-half years he worked in the Chief Counsel’s Office of the Internal Revenue Service in Washington, D.C. He spent thirty-four years as a partner for the global law firm Morgan Lewis. Lubar most recently served as a Senior Counsel at McDermott Will & Emery. Born and raised in Washington, D.C., Lubar spent two years as an entrepreneur in Nairobi, Kenya, and has been a resident of London, England since 1971. Over fifty-plus years of international tax practice in London, he has represented a substantial number of well-known entertainers with respect to their international tax and often other issues including Michael Jackson, the Muppets, and several contributors to the James Bond films.
Summary
- Introduction to Charles.
- Why did you go to Nairobi, Kenya?
- An improbable journey into the world of money and law.
- Working with the Muppets.
- Who’s a hero and why are they a hero?
Three words that encompass Cassie: Authentic, Determined, and Optimistic. Her passion has always been people and making a difference in their day with a simple interaction. Cultivating and building relationships, while adding value to the client experience adds fuel to the fire that drives her. Cassie's daily focus includes implementing innovative processes to reduce churn and collaborating with other teams to increase efficiency and productivity.
Summary * Why do you do what you do? * The importance of removing the bottleneck. * Why change is scary? * Cassie's hero.
Julie Wilkinson has over 12 years of experience delivering financial expertise to a variety of companies from smaller SMEs to large corporate firms. Julie’s entrepreneurial journey began when she started Wilkinson Accounting Solutions, within 2.5 years she grew to a team of 14 people and her passion is to help other business owners build sustainable growth that will allow them to build a business that runs without them, to maximize the value, allowing them to live the life they want while running their business. Julie also has several other business ventures including building her own property portfolio, and business acquisitions, and is also a finance coach and mentor, helping others believe in themselves, and supporting their personal development goals.
Outline
- Julie shares her background and her passion.
- Why do you do what you do?
- Working with companies wanting to be acquired or want to acquire
- What can a business do to make itself more attractive?
- Getting ready to acquire other businesses.
- Who is a hero of yours?
Blake Oliver is a CPA specializing in accounting technology and co-hosts The Accounting Podcast, the most popular podcast for accountants and bookkeepers. He has been honored to be named twice to CPA Practice Advisor's “40 Under 40” list and Accounting Today’s “Top 100 Most Influential People” list. He founded Earmark CPE so listeners can earn continuing professional education credits for listening to my shows and many more accounting and tax podcasts.
Rick Walker is an experienced founder, leader, and thinker across a variety of domains. He scaled his first company to 400 employees when he was 26, and simultaneously, as Chairman, grew a 53-country international nonprofit from 800 to 2,100 team members, while helping his hometown of Houston attract over $5 Billion in job-creation investments. Rick’s volunteer service also includes stints as a Director of a college in the Middle East and Chairman of a $250 Million charitable foundation. His 3:30 AM wake-up call helps fit everything in.
Summary
- Introduction to Rick Walker
- How to approach life like a servant
- The correlation between learning and business strategy
- The story of the entrepreneur
- Leadership and mentorship in music
- Shane Batty, the glue guy
- Who is a hero and why are they heroes?
Emily Cosgrove began her career winning Young business person of the year for her first business, The High Tide Café, at 24 years old. Six years later she trained with Cardiff University’s Learning and Development Unit, and partnered with them on widening participation mentoring programs for almost 20 years. After retraining as a professional coach-mentor in 2007, Emily began supporting global organizations and cutting-edge start-ups to create award winning mentoring schemes, and people at all levels to strengthen their human connection at work through their conversations. In 2014 she co-founded The Conversation Space with business partner Sara Hope where they co-created the framework and idea of their book, Conversational Wisdom: Strengthening Human Connection Through the Power of Conversation.
Summary
- Introduction to Emily Cosgrove
- Why do you do what you do?
- What Is conversational wisdom?
- Moving away from transactional to transformational.
- Being upfront and transparent about intent.
- Who is a hero of hers?
Matt Lescault founded Lescault & Walderman in 2006, his vision was to build a business with a reputation as a leading name in outsourced accounting, bookkeeping, and CFO services. Since then they have grown from a simple, small business to an enterprise-level service provider with diverse business offerings. Matt's passion is to partner with his clients to leverage the power of automation, integration, and high-level strategy to help them transform their disjointed, manual accounting processes into automated assets that drive every business decision for the future.
Summary * Why do you do what you do? * The importance of having a good why. * How well does the accounting profession do at storytelling? * Why do accountants struggle with telling stories? * Understanding who you’re putting in who’s putting in what seat. * Matt’s hero
Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Charles "Chuck" Kuczynski, Executive Vice President at Keystone Precision Solutions, one of the most successful construction and survey equipment sales companies, based in Allentown, Pennsylvania, in the northeastern United States.
In this episode, Chuck tells us about the lessons he learned from talking to other companies about using CRM, using the tool to move away from emotional decision-making, and how their partner continues to help them evolve their system usage despite a few changes in the path they have chosen over the 11 years of Sage CRM usage.
Andrew Schulkind leads Andigo, a website and content marketing agency that focuses on helping B2B clients generate audience engagement through solid information architecture, great user experience, and compelling content. And, a dash of common sense doesn’t hurt, either. The Andigo team is experienced in working in a range of industries and is particularly passionate about working with mission-driven businesses. Andrew engages in a range of community volunteer work and is an avid guitar player, bread baker, and cyclist. He also loves collecting meaningless trivia and once broke INTO prison.
Summary
- Introduction
- Why it's important to align marketing with customer experience?
- Sincerity and authenticity
- Jargon in taglines
- Be aspirational even if you think your audience doesn’t know
- Who is a hero and why are they a hero?
- How to contact Andrew
Jeff Richards is the Head of Training Program Development at Sage CRM, joining the team in 2001. He possesses a deep understanding of the challenges faced by business partners during implementations and regularly shares his expertise through writing and presentations on Sage CRM development. Jeff collaborates with global and local partner advisory councils to shape the Sage CRM Roadmap. In this episode, Jeff will discuss the AI features introduced in Sage CRM 2023 R1. He will explain what those are, and why they matter to accounting system owners.
Summary
- Introduction to Jeff
- The state of the CRM market space
- The Company Narrative
- Generative AI vs. deterministic AI
- Who is a hero and why are they a hero?
Nicole Davis is a principle at Butler Davis. She is a highly-energetic focused accounting professional and business strategist with over 18 years of relevant experience. Her personal and professional motto is "Make It Happen." Leaving nothing to chance, Nicole strives to be the trusted advisor of small and medium-sized businesses throughout metro Atlanta and the United States. Spending most of her career in private industry, she knows the intricacies of business operations and accounting for businesses of all sizes.
Summary * Why do you do what you do? * Building a team and passing on knowledge * Setting expectations for onboarding * Autonomy is the key * Who is a hero and why are they a hero?
Kimberly Deobald is the Chief Revenue Officer at Avalara. She is a Global Sales Leader with 20+ years of technology industry experience managing go-to-market strategies, B2B sales, product development, operational excellence, and business development. Kimberly has Built, mentored, and empowered Many high performance teams. She is a Passionate proven leader of leaders and is Focused on driving Customer Experience and value to maximize revenue performance. Summary * Introduction to Kimberly. * Why is tax compliance getting harder for businesses? * The evolution of taxation in America. * Businesses are the collectors but not the payers of tax. * Kimberly’s mission to give to the women in STEM community. * Kimberly's heroes: Three women who changed the world.
Jennifer Warawa is the President of Quickfee, North America which offers online payment solutions that help professionals re-think their payment process and deliver a better client experience. Jennifer is an experienced technology executive with demonstrated experience and success in Partner Management and Programs, Channel Sales, Product Marketing, Business Transformation, Strategic Alliances, Sales, Go-to-Market, Executive Leadership, and Management. With a strong accounting and consulting background, she effectively leads the development of the overall business strategy and drives it through to execution, delivering strong commercial results and successful outcomes. In addition, Jennifer is a frequent top-rated keynote speaker at industry events and business conferences around the globe. Summary * Why Jennifer does what she does * Navigating through the tech stack * How to be specific and targeted about technology. * Automation is not a secret. * Jennifer’s definition of a sorority or fraternity.
Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Charles "Chuck" Kuczynski, Executive Vice President at Keystone Precision Solutions, one of the most successful construction and survey equipment sales companies, based in Allentown, Pennsylvania, in the northeastern United States.
In this episode, we talk to Chuck about the company's background and how Sage CRM has helped them evolve their business processes to remain competitive & deliver the service their customers expect.
Finding the WHY between humans and brands is Julius Geis's passion. The Founder and CEO of MUA, Julius is driven by his vision to navigate people and businesses to their fulfillment, and he's been sharing that vision as a branding expert for almost two decades, working with teams of all sizes, from boutique brands to international companies. Julius is fascinated by the resonant impact that beliefs, thoughts and actions have on people’s lives and decisions, and successfully challenges ideas that are regarded as impossible. In 2008 he built the foundation for "identity-built branding," an approach that rests on his personal transformation and a strategy that he practices with his clients today. Summary * Intro to the podcast. * How to ask for your own why in life? * Building emotional intelligence elements into software. * How did you feel about a meeting? * Managing your emotional capacity vs. time capacity. * Who is a hero of yours?
Dominic Ashley-Timms is a performance improvement specialist who works directly with Leaders and Managers to bring about permanent changes in leadership and management style. As a graduate Ergonomist with an EMBA and after years spent in Change Management consulting, Dominic now applies his passion for human-centered design to learning and behavior change. He is the CEO and founder of performance improvement consultancy Notion, the creator of the multi-award-winning and academically proven STAR® Manager programme, and the co-author of the bestselling new book The Answer Is a Question. Summary * Dominic introduces himself. * Why do you do what you do? * As we progress through our careers, we gain experience, and as we become more senior, the style of questioning tends to be more diagnostic in nature. * When we start to think that way, something very powerful happens. We resist stepping into every problem. * Are there any characteristics of successful effective questions? * His current hero is Steve Bartlett.
Laurent Charpentier received his Bachelor of Science in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology and his Master of Science in Electrical Engineering from INSA Lyon. Prior to joining Yooz, Laurent served as Solution Lead Architect and Security Lead Consultant for Accenture, and was Business Analyst for Dell Inc. Since 2016, he has been Yooz Northe American COO and CIO and became Yooz CEO in 2022 to lead the next growth momentum. Summary * Laurent's background. * What is Cloud P2P automation? * What are some of the use cases that have come out of this? * It’s not about getting rid of people, it is about changing the tasks that people do. * Are we hitting a peak in the AI trend? * Who is a hero of yours, and why?
Dylan Hume is a dynamic professional who possesses a diverse array of experience in accounting, auditing, and tech sales. Having spent a decade in auditing with top firms such as KPMG Vancouver and PwC Cayman Islands, he gained a wealth of expertise and earned his CPA designation. However, Dylan eventually realized that his skills and passion were better suited for revenue-driving roles, leading him to shift gears into the exciting world of tech sales - specifically with FinTech companies. As Quadient AP by Beanworks' Channel Development Manager, Dylan is able to leverage his considerable knowledge to support businesses by developing robust relationships and delivering value-driven solutions to accounting professionals across North America. Summary * Why Dylan does what he does. * What is your work with the Sage partner channel within the ecosystem? * Working primarily with the partner or the customer organizations. * A case study from the Boys and Girls Club of the Okanagan. * Who is a hero of yours and why are they?
Richard Newman began his communication journey by living in a Tibetan monastery in India for six months, teaching English to monks. Body language and voice skills suddenly became absolutely essential to Richard’s work, as the monks spoke no English when he arrived, so they had to communicate non-verbally. When he returned to the UK, Richard continued to study advanced communication skills while working as an actor on stage and screen. In 2000, Richard combined his passion for communication with his love of storytelling when he founded Body Talk. Richard’s new book, Lift Your Impact: Transform Your Mindset, Influence, and Future to Elevate Your Work, Team, and Life, reveals the small communication changes that can create a massive difference in the way you are perceived by those around you. Outline * Introduction to Richard Newman. * Why do you do what you do well? * Lift Your Impact was written based on challenges that I noticed my clients having over the last three years. * If you want to be a change maker, how do you figure out your Truenorth? * How video calls democratize the large group's way of communicating. * How Richard’s dad has always encouraged him to think differently about life.
Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Lee Savidge from Accord Consulting, a UK consultancy that specialises in Sage 300 & Sage CRM.
In this episode Lee continues with his story on the value of integrating the front & back office, Jeff asks how Lee stays current with trends & CRM skills, the value of the Sage City forums for gaining, and sharing, knowledge plus the value of seriousness of remaining current with the latest product releases.
Brian Kelly, Brian is the Managing Partner Cost Management Services-iRecruit. He has over 25 years of experience in the Human Resources software and tax credit industry. CMS originally sold HR Software, and Work Opportunity Tax Credit Screening, and developed iRecruit for our Sage HRMS customers to meet the need to automate and streamline their recruiting, applicant tracking, and electronic onboarding operations. Brian has a BS in Finance from the University of Central Connecticut. CMS is a member of the Society for Human Resource Management. In his spare time Brian both plays and coaches ice-hockey, and is an avid golfer and boater. Outline * Introducing Brian Kelly, Managing Partner of Cost Management Services I Recruit. * What is a work opportunity tax credit and how does it work? * What are some of the obscure tax credits that people aren’t aware of? * Why you need to have a third-party service like CMS to answer those questions? * Who is Brian's hero?
John Badovinac is the Vice president of B2B channel. He is a payments professional with over 25 years of experience across the full spectrum of payments services including Merchant Acquiring, Integrated Payments, Value-Added Resellers and Point-of-Sale systems, EMV Certification, Issuing-Program Management, and Operations Management. John helps SAAS companies leverage best-in-breed payments technology so they can maximize the efficiency of their software solution and accelerate and grow their revenue. John is a graduate of the United States Military Academy at West Point and served as an officer in the Second Cavalry Regiment in Germany during the fall of the Iron Curtain. Summary * Introducing John Betta. * Why payment processing is expanding in the last couple of years? * Why it’s generally a bad idea to make it hard for your customers to pay. * Frictionless is the ubiquitous service standard for service. * Who is a hero of yours and why are they?
Dan Balcauski is the founder and Chief Pricing Officer at Product Tranquility, based in Austin, TX. He focuses on helping high-volume B2B SaaS CEOs define pricing and packaging for new products. Over his career, he has worked in both B2C and B2B companies ranging from startups to publicly traded enterprises. Outline * Why Dan does what he does. * How to dispel pricing illusions in business. * When does it work? When does it not? * What is the difference between lowering price and offering a flanking product? * The jobs to be done framework and the value cascade. * Why is the Buddha Dan's hero?
Brian Seidel is the CEO and Co-Founder of CIMcloud (by Website Pipeline), a boot-strapped SaaS company based in Greenville, SC. Brian’s team invented the Customer Interaction Management (CIM) software category – which combines B2B Ecommerce and CRM integrated with existing ERP/accounting software systems. Through countless mistakes and piles of work (and rework), CIMcloud went from the unfinished basement of Brian’s home to the Inc. 5,000 list of the fastest-growing private companies in America for seven consecutive years. Outline * Introducing Brian Seidel, co-founder of CIMCloud. * Customer self-service is the number one tactic for lowering customer effort. * Customer interaction management is a double win. * Integrating the concepts from The Effortless Experience into his solution. * Who is Brian’s hero and why?
Sage marketplace listing for the CIMcloud product on the Sage price list
Marcus Wagner is the leader of Baker Tilly’s middle-market digital practice. Marcus has more than 25 years of experience in finance and accounting, auditing, internal controls and risk management, system implementation, process design and re-engineering, finance transformation, outsourcing and shared services. He began his career at a Big Four firm, where he spent 11 years in auditing and consulting. Marcus then became the co-founding partner of a public accounting and advisory firm based out of Houston. In 2010, he founded AcctTwo, a provider of accounting software and managed accounting services, which eventually merged with Baker Tilly in Oct. 2021. Summary * Introduction to Marcus Wagner. 0:01 * What can software implementation partners bring to the table beyond technical implementation skills?1:16 * What is Sage Intact’s niche? 3:05 * What are some of the features missing from the course that are unique to the industry? 5:13 * Building trust with clients over a period of time. 6:56 * Who is your favorite business hero? 9:13
Deniero Bartolini is the host of The Remote CEO Show and author of Smart Business, Better You, which was released in February of 2023. Deniero left his successful corporate job and opened his own Google Ads agency with a focus on performance-based ads. He scaled quickly but it wasn’t all fun. The intense schedule led to a breakdown, where he needed hospitalization. Deniero recovered with a new mindset which led to the creation of his podcast and brand. Deniero turns his audience into business connoisseurs who build thriving online lifestyle businesses. Outline * Introducing Deniero Bartolini. * Five different areas of focus in his book, Smart Business, Better You * What are you going to do with the extra time? * The misconception that you can choose whether to work 20 hours a week and be a remote CEO or work 70 hours a week and be an entrepreneur. * Where do you want to build something that is more of a subscription-based pricing or does it matter? * Who is a hero of yours and why?
Scott Lasseigne is the Vice President of Sales for APS. Scott has been with APS for 15 years, working with Territory Sales, Inside Sales, and as the Inside Sales team manager. Scott has consistently been one of the top sales people during his time at APS and is a PACE award recipient. He’s also played a crucial role in the evolution of APS’ sales strategy surrounding the technology of their platform. Scott graduated from Louisiana State University with a Bachelor’s in HR Management. Outline * Introducing Scott Lasseigne, VP of Sales for APS. * The conflicting priorities when trying to create an ideal tech stack. * How the SMB market is the lifeblood of our economy. * Is there anything that you had to change about your system as a result of the pandemic? * Scott’s experience with the new regulations and how it pushed him to make sure that he was appeasing all stakeholders. * Scott’s thoughts on how trust is built within successful organizations.
For a limited time, APS is offering new customers 2 months free of payroll and HR services: https://apspayroll.com/2-months-free-payroll-services/
Peter Grajczyk with North 49 - With over 30 years of experience in technology including several years with Sage Tech Partners, reselling Partners, and even directly at Sage, Peter's roles have included: sales & marketing, channel management, sales management, and strategic account management. This broad experience gives him a deep understanding of the customer perspective and understanding of how and why specific solutions provide value to customers. Outline * Why Peter does what he does? * North 49’s new product, PayFabric for Sage 300, has gotten some feedback from partners. * What are the challenges of payment processing? * How to make it easy for your customers to pay you? * Peter’s story of integrity and how it can cost you something.
Dez Rock has been an entrepreneur for over 20 years. Mentoring others on career and negotiation skills, she has now focused on her own business, dropping out of law school to start SIEMonster several years ago. Dez’s greatest strength is always seeing the big picture. A start-up requires a person who can always fight all fronts without losing perspective and making things personal; this is where she excels. Dez’s mind works at a fast pace. With her ability to see solutions and paths like puzzle pieces, she has managed to take a great idea to market and make it grow. Outline * Why do you do what you do? * Why is the current model transactional and yours is more holistic? * What are the advantages and disadvantages of centralization around security? * The internet was built without security in mind and security was really a bolt-on to it. * Who is a hero of yours and why are they a hero?
Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Lee Savidge from Accord Consulting, a UK consultancy that specialises in Sage 300 & Sage CRM.
In this episode, we talk to Lee about he got his start with Sage CRM, our shared views of the "platform value" of Sage CRM, and stories of the numerous customers with whom he has worked.
Tim Timberlake is the Senior Pastor of Celebration Church in Jacksonville, Florida, and Creedmoor, North Carolina. He is a gifted communicator and teacher who can communicate with people from all walks of life. His sense of humor, combined with his in-depth Bible teaching, gives the listener and reader the tools to transform their lives from the inside out. Tim is a graduate of the Pistis School of Ministry in Detroit, Michigan. He also takes pleasure in the small things and is an avid sports fan and a popular thought leader. Outline * Why do you do what you do? * The Art of Overcoming was born out of pain. * The first step to healing and overcoming is acknowledgment. * If we never address these issues, they will resurface in different ways throughout the course of our life. * Who is a hero of yours and why are they a hero?
Pre-sale link to his new book The Art of Overcoming.
Jeremy Burt is the head of ERP Business Development at Paya (A Nuvei Company). He is the former founder and CEO of VelocIT Business Solutions. Jeremy has spent 15 years in payments with 10 years specifically in ERP integrations. Outline * Introduction to Jeremy Burt, CEO of Piaa. * Paya’s strengths with the Nuvei platform. * An example of a customer success story that he’s had. * What is an omni-channel processor? * Why is Jeremy’s father a hero?
David Barkoe - For more than 25 years, David has been developing, managing, and executing successful PR campaigns for some of the world’s leading brands and most promising start-ups. He founded Carve Communications in 2014 and is headquartered in South Florida, with team members located across the country in several major cities. Carve Communications is a PR agency that exists at the intersection of technological innovation and everyday life. Before founding Carve Communications, David led bwin.entertainment’s launch of partypoker.com in New Jersey and ran a comprehensive thought leadership campaign for Mindtree, one of the world’s leading IT services firms. Outline * Why do you do what you do? * When should a company recognize they need the help of a PR firm? * Is PR more integrated with the marketing strategy or is it separate and apart? * The difference between paid and earned media. * What’s in dispute within the PR community? * David’s hero and why he is a hero.
Chuck Knabusch - After serving 9 years with the US Army and 28 years in Corporate America with a multi-national, multi-billion-dollar manufacturing company, Chuck founded 13Ten Business Solutions, LLC and wrote the book, Hope Is Not A Business Strategy: How To Take Control Of Your Business So It Won’t Take Control Of You. He now works to support and assist business leaders and organizations improve their operations resulting in bottom-line improvements, and giving them back more time. Outline * Chuck’s book, Hope is Not a Business Strategy. * Working with contractors and setting expectations. * What is a strategy? * What are some questions that you might ask to help people articulate their values?
Skip Bowman is an author, consultant, and keynote speaker focusing on how to transform organizations with a growth mindset and psychological safety. Australian-born and Europe-based, he has worked with global organizations for over 25 years developing unique programs and approaches for his clients. “People first” is Skip’s mantra for success in business, leadership, and organizational change. Only when people feel valued and respected can you fully realize the potential of a purpose-based organization? His book From Safe to Great will be published globally in September 2023 and outlines his integrated organizational and leadership development process for implementing a Growth Mindset based on Psychological Safety in global organizations. Outline * Introduction to Skip Bowman. * Why do you do what you do? * When even the people who know a lot about it feel like they’re not quite so sure, then we know we are in trouble. * The importance of having a unique strategy for your business. * Entrepreneurs will continue to be the creative force in this space. * Skip's thoughts on Elon Musk.
Grant Peelle is a highly skilled and driven filmmaker with a unique approach to storytelling, crafting visually stunning films that captivate audiences. With a strong focus on owning his role on set and adopting a "fox, chicken, chicken seed" approach to problem-solving, he has become a respected Senior Creative Director at Muse Storytelling. Grant and his team have traveled to over 100 countries to pursue stories, working with brands such as Apple, Fujifilm, Four Seasons, and the NFL. Through his education work with Muse Storytelling, Grant has shared his knowledge and expertise with aspiring filmmakers all over the world, empowering the next generation of storytellers to develop their own unique voice and style. Outline * Introduction to Grant Peelle. * The motivation to express and create stories comes out of a desire to improve the world. * Why does great storytelling come more from focus than freedom? * The more specific you can make your prompt, the better result you will get. * What are some of the questions that help people who come to you with a story to tell? * Who is a hero of yours and why are they a hero? * How can you get in touch with Grant?
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Gary Bissig, Senior Vice President at LabRepCo, a Sage CRM customer for over 10 years & one of the largest and most respected consultative laboratory equipment sales organizations in the United States.
In this episode Gary reflects on how being an employee-owned company has influenced employee "ownership of CRM", how his 20-year relationship with their Sage reseller partner LLBGroup helped them realize the potential of CRM and their plans for evolving CRM in the near future.
Nick Huber is an experienced freelance business journalist and content consultant. He specializes in writing about professional services and business-to-business technology. During his 25-year career, he has reported for some of the world’s biggest media organizations, including the BBC, dozens of trade magazines including Accountancy Age, and business publications. As a content strategist specializing in thought leadership, he has ghost-written blogs, White Papers, and opinion articles for top-10 accounting firms, top tech companies and global consultancies. Outline * Introduction to Nick Huber. * How he got interested in journalism. * The quality of thought leadership has not improved much. * How can we write about what the audience wants to read? * What is a value to the person who is going to use this technology? * The state of thought leadership is better than it was 20 years ago. * Who is a hero of Nick’s and why?
Offer email Nick for a free, 30-minute call to ask my advice on their thought leadership/content marketing or their media strategy.
John McCartney. With more than 20 year in PR and marketing, John has led traditional PR and social media campaigns for technology, advertising, marketing, and media brands. He achieved his lifelong dream of starting his own company, Jmac PR, to build a business that values people. In addition, John looks to create an environment that nurtures the next generation of publicists and marketers who are committed to their enduring visions and values, which will make a meaningful impact on the industry. John is also very active in the PR community, having held several leadership roles in PR trade associations. Outline * Introducing John McCartney, Jmac PR. * Why do you do what you do? * What are some of the emerging trends and technologies in public relations? * How does he see this playing out? How does he see it playing out? * What’s specific to technology specific to the PR industry? * Who is John’s hero?
Marta Hobbs was born in Szczecin, Poland, and immigrated to the United States at the age of 13, fleeing the Communist oppression of her homeland as a political refugee. After a decade-long successful career in TV Production in New York City, Marta co-founded a multi-billion dollar business, CheapCaribbean.com, with her husband Jim. As the founder and teacher of SoulCare – a spiritual practice to slow down the body, quiet the mind and reconnect with the soul – Marta now guides others toward healing, self-discovery, and living a heart-centered and soul-led life. Her book is entitled Unraveling: A woman's search for freedom and the journey of coming home Outline * Why do you do what you do? * Unraveling a Woman’s Search for Freedom and the Journey of Coming Home. * Why is there a search for freedom? * Viktor Frankl’s story is very similar to your story. * Who is a hero of yours and why are they?
Mark A. Mears is a #1 Best Selling author, keynote speaker, consultant, and visionary business leader. He has a significant track record of building shareholder value. He has driven innovation and profitable growth among world-class, high-profile brands. Today, Mark serves as Chief Growth Officer for LEAF Growth Ventures, LLC—a consulting firm helping individuals, teams, and organizations find purpose in fulfilling their true growth potential while making a positive, lasting difference in the world. Mark is also a member of the Senior Leader Network within Conscious Capitalism, Inc. and has just released a new book, The Purposeful Growth Revolution: 4 Ways to Grow from Leader to Legacy Builder. Take the Purposeful Growth Self-assessment. Outline * Mark’s Introduction. 0:01 * Why do you do what you do? 0:50 * The Purposeful Growth Revolution: Four Ways to Grow from Leader to Legacy Built. 2:26 * What is the definition of a purposeful growth revolution? 4:06 * Why it’s important to look at yourself as a whole person. 5:52 * Mark shares an example of a hero who took the time to write down three things he does really well and then used it to become a better leader 9:01
Friedemann Schaub is an M.D. and Ph.D., a physician, researcher, personal development coach, and the author of the award-winning book The Fear and Anxiety Solution. His newest book, The Empowerment Solution: Six Keys To Unlocking Your Full Potential With The Subconscious Mind was recently released. He is also the host of the “Empowerment Solutions” podcast. Outline * Dr. Friedemann's Introduction. 0:01 * Our subconscious mind is in charge of our emotions. 1:42 * Chronic anxiety and episodic anxiety:. 3:27 * You have the whole gamut of feelings available to you -. 5:33 * Why the conscious and the subconscious don’t always work together. 6:49 * “The heroes are the ones that are still saying yes to life.”. 8:02
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Gary Bissig, Senior Vice President at LabRepCo, a Sage CRM customer for over 10 years & one of the largest and most respected consultative laboratory equipment sales organizations in the United States.
In this episode, Gary talks about managing the "cultural changes" with the introduction of a new system, changes to closure rates seen by the sales team after the system went live and the pivotal moment when CRM delivered a fundamental shift to the business.
Misha Rubin has worked with hundreds to reinvent their careers and reenergize their lives. He is a career educator and CEO of The Career Leap. He aims to help people find their paths, realize their potential, and thrive at work. He was a Partner at Ernst & Young, spending 15 fruitful years of his career. He advised hundreds of Wall Street executives, sold and managed hundreds of millions worth of projects, and guided countless professionals in their careers. Misha experienced both success and misery in the corporate world. This pushed him to seek answers to important questions of purpose, fulfillment, and empowerment, and, most importantly, how to realize them in the workplace. Outline * Misha’s Introduction. 0:01 * A moment of choice and a moment of truth. 0:55 * The importance of career education in our society. 2:13 * Why you need to have a systematic approach to change your career. 3:27 * The wild problem is that we don’t really understand the ramifications of our choices until after we get there. 5:15 * Who is a hero of yours and why are they? 6:44
Sir Darren Jacklin has personally trained 157 Fortune 500 companies over 23 years. He has traveled to almost 50 countries on 4 continents. A world-Class Speaker, Corporate Trainer, he has rang the Closing Bell at Nasdaq 3 times in New York City, raised $100 Million USD for Global Philanthropy Projects through his International Family Foundation, and built an International certified CPA Firm called Profitopia to a multiple 7 Figure Business in less than 2 years. Sir Darren was “Knighted” by His Royal Highness of The Royal Family of Spain on June 4, 2022, for his acknowledgment of Global Philanthropy and Entrepreneurship. Offer: E2E Hiking Fundraiser Outline * Introducing Sir Darren Jacklin. 0:01 * Why do you do what you do? 0:54 * How to get into the habit of hiking. 2:31 * A foundation arm for his charity 4:00 * How often are you having the hikes that you started? 5:34 * How do you remember your heroes? 7:46
Andrew Cohen - Since 1997, Andrew has been the CEO and Managing Partner at EVOKE, an award-winning Digital Transformation company that partners with their clients to build modern workplace solutions for nearly every common organizational and technological challenge imaginable. In 2019, Andrew launched the EVOKE Engage division which focuses on automation and streamlining processes. He joined Netsurit at the beginning of 2022 and this now allows Netsurit to provide their clients with guidance and solutions on using technology to maximize ROI. Outline * Introducing Andrew Cohen, CEO of Evoke. 0:01 * How did you get into the world of design? 0:50 * The business automation assessment. 2:12 * What stops these companies from getting the maximum ROI from the solutions they already implement? 3:44 * What is the importance of the subscription model? 5:41 * "When I used to be a kid, mythology was big for me." 7:24
Chris Mele, the Managing Partner for Software Pricing Partners, where he and his team have launched some of the software industry’s most transformative monetization strategies. As a former software company founder himself, Chris focuses on the impact effective licensing, packaging, and pricing strategies can make on the most essential software company metrics: revenue, profit, and valuation. His business journey and how learning the art and the science around software monetization forever changed his perspective on what it means to run a profitable and successful software company. Outline * Introduction to Chris Mele and the importance of pricing. 0:02 * Is using inflation to justify a price increase a trap for software companies? 1:02 * Is there any cost justification for pricing? 3:02 * How do you sell value when the packaging isn’t aligned? 5:19 * The more that we can boil things down to a common set of semantics or language, the better we can share knowledge. 7:11 * Talk about being inside the revenue model 9:10
Keegan Fonte is the volunteer host of the Artificial Intelligence and Machine Learning Brownbag meetup at Sage and is a Champion for the Continuous Innovation Community. The AI Brownbag is a once-a-month meetup of folks interested in Machine Learning and Artificial Intelligence. Recently for example, they had a speaker come and talk about Vendor Matching and how we are using Machine Learning in General Ledger to match the correct vendors. In his work life, Keegan is a Marketing and Product Professional with 14 years of marketing experience in Technology, Car Rentals, Food/Retail, and now SaaS with Sage. Outline * Introduction to Keegan Fonté. 0:01 * What’s your favorite part about being the volunteer host of the AI Brownbag Meetup? 0:54 * Chat GPT is the chatbot that’s top of mind right now. 2:31 * What are some of the things as it applies to chat GPT? 4:25 * What are the implications of chat bots for marketing? 6:12 * Who is a hero of yours and why are they a hero? 7:33
Jeremy Delk is a serial entrepreneur with a passion for disrupting industries. Born and raised in a small-town, blue-collar household, he jumped into entrepreneurial ventures with the naivety of a child and the tenacity of a tycoon. Since 2001, Jeremy’s businesses have earned hundreds of millions in revenue, created hundreds of high-paying jobs, and earned one of Inc. 500’s fastest-growing company distinctions. Now focused on investing in and advising entrepreneurs, Jeremy shares the good, bad, and ugly of entrepreneurship. Outline * Introduction to Jeremy Delk. 0:02 * Why do you do what you do? 0:42 * What are the major themes of your book? 2:14 * Without a plan, you don’t know for sure. 4:01 * The role of data in business evolution. 5:33 * Who is a hero of yours and why? 7:01
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Gary Bissig, Senior Vice President at LabRepCo, a Sage CRM customer for over 10 years & one of the largest and most respected consultative laboratory equipment sales organizations in the United States.
In this episode, we talk with Gary about the story of LabRepCo, their acceleration of business under Covid, and how they started their CRM journey with a recognition of a need to improve business discipline.
Dominic Monkhouse is the author of F**K PLAN B: How to scale your technology business faster and achieve plan A, an exciting blueprint for cultural change and business transformation. Dominic has scaled two UK technology companies from zero revenue to £30 million in five years. After leaving a trail of growth and winning several awards for creating great places to work, Dominic found his true calling; coaching other business leaders to help them have as much impact on their teams and organizations as he did. He is also the host of a weekly podcast called The Melting Pot with Dominic Monkhouse. Outline * Introduction to Dominic Monkhouse. 0:02 * The things that gave me the most joy when I was growing businesses. 0:47 * The importance of keeping your teams small. 2:35 * How do you score if you like against this 10-point plan? 4:17 * The culture of accountability is where culture meets reality. 5:57
Jamie Ryder believes that copywriting is a lot like philosophy: It involves pondering a lot of head-scratching questions, pulling answers from obscure places, sharing stories that make an impact, and generally pushing yourself to be better. A Manchester-based copywriter who uses philosophy to help businesses share their philosophy with the world, Jamie was inspired to set up Stoic Athenaeum through his interest in Stoicism and other ancient schools of thought. He’s on a mission to make philosophy sexy (or at least down to earth). Offer: Book a FREE 15-minute copywriting consultation to discuss your thought leadership and sales goals/challenges for 2023.
Ryan Van Hatten is the Chief Financial Officer of Prophix, where they believe that our world gets more complex every day. In this rapidly changing environment, what’s worked before simply doesn’t cut it anymore. Ryan optimizes how Sales and Marketing engage with prospective customers. He also coordinates Prophix's seven international offices and our expanding network of channel partners. At the same time, Ryan works with Prophix's implementation team to hone processes that impact customers. Ryan is an active member of many Prophix clubs and sports teams. Outline * Introducing Ryan Van Hatten. 0:02 * Why does Ryan work for Prophix? 0:53 * Why is it so important to plan constantly? 4:27 * The importance of having your own software to manage your finances. 6:19 * Who is a hero of yours and why are they? 8:08 * Paul’s legacy lives on in the profits. 9:34
Kristina McKean is the founder of The Elephant Project, a philanthropic toy company that has helped save hundreds of elephants worldwide by donating 100% of its net proceeds to global elephant rescue efforts. To date, Kristina and The Elephant Project have helped aid in the rescue and protection of hundreds of elephants, while fostering numerous orphaned elephants, increasing family education around the ethical and physical complexities of elephant tourism, and delighting children the world over with her adorable SaveUs™ branded collection of plushies. Outline * Kristina McKeon Why. 0:02 * I felt compelled to do something to make a difference. 0:58 * Riding elephants is not ethical. 2:20 * Can these rehabilitated elephants be reintroduced into the wild or is it difficult? 3:42 * What is the best way to help protect elephants in the wild? 5:16 * Who is Christina’s hero? 7:24
Mel Pollman works in the Global Employer Branding team as a Talent Brand Apprentice. They are based in Newcastle and have been at Sage for almost a year and has started the Leadership talk with Mel Pollman for the #LifeatSage. Outline * Why do you do what you do? 0:02 * How Mel got into the field of HR. 1:23 * What is #LifeAtSage? 2:37 * People are people before they are leaders. 4:20 * One of the stories that struck home most from the interviews. 5:21 * Celebrating your life. 6:43 * Mel’s hero. 8:15
Chris Hervochon, CPA, CVA is the sole proprietor of his CPA firm. Chris provides outsourced accounting and tax preparation for small businesses and individuals. Chris' passion for the accounting and finance profession is evident through a number of extra-curricular programs for which he volunteers. Chris is a member of the Business & Industry and Government Affairs Committees, as well as the CPE Facility Task Force of the South Carolina Association of CPAs. Outline * Introduction to the podcast. 0:02 * What Is organizational design? 1:15 * Hiring the best available player. 2:43 * People growth comes before revenue. 4:20 * Knowledge share across the team. 5:56 * How to upskill your people? 7:46 * Who is a hero and why are they a hero? 8:56
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Paul Collister, the Managing Director at Orbus Technologies Limited based in Jamaica who specializes in delivering CRM and accounting solutions across the Caribbean.
In this episode, Paul talks about the core CRM features that show the most promise for his market, how they drive the usage of CRM to manage a business' transactions in the accounting system, and his recommendations on being successful in working with Sage CRM & Sage 300 together.
Sandy Pollack is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as the personal and economic complexities that entrepreneurs and self-employed professionals face. Serving as both principal and Lead Financial Advisor, Sandy is an advocate for values-based legacy planning—believing that building wealth and managing wealth are not the same thing. Don’t Leave a Mess! How To Disaster-Proof Your Family Legacy * Why do you do what you do? 0:02 * Don’t leave a mess. How to disaster-proof your family legacy. 1:16 * What do you want to do once you’re gone? 2:47 * If you can’t prepare, what are the impediments to talking about wealth? 4:23 * What’s the wealth story? 6:23 * Sandy’s heroes and inspirations. 7:26
Dr. Nicole Byers is a neuropsychologist and coach. A Ph.D. in clinical psychology with a specialty in neuropsychology, Nicole uses neuroscience-based strategies to help her clients boost their efficiency at work so they can feel productive, not just busy. She has helped hundreds of busy professionals and leaders develop new mental habits. Nicole has always been fascinated by what motivates our decisions and actions, which drove her to pursue a career in psychology. Outline * Dr. Nicole Byers is a neuropsychologist. 0:02 * Why do we take on too much? Why do we get into bad habits that don’t work the way our brains are designed to? 1:11 * What are some of the tools that are available now to help you manage your email? 2:48 * Working from home is becoming more prevalent with so many people working from home. 4:05 * The concept of work-life harmony. 5:23 * Dr. Nicole’s personal heroes. 6:44
Nicole's Daily Productivity Checklist
Michelle Gladieux is the author of Communicate with Courage: Taking Risks to Overcome the Four Hidden Challenges and President of Gladieux Consulting, a Midwest-based team known for top-notch design and presentation of seminars in communication and leadership topics around the U.S. She provides executive coaching and facilitates strategic planning for clients in diverse industries, in governments, at non-profits, and in academia. She has 18 years of collegiate teaching experience at three universities in her home state of Indiana, accepting her first adjunct faculty position at age 23. * Michelle’s Introduction. 0:02 * The four hidden challenges are often hidden from our direct perception as communicators. 1:28 * The Portmanteau Satisficing. 2:47 * Our mental self-talk is the worst hidden challenge we come up against. 4:46 * Michelle talks about the importance of being authentic with ourselves. 6:51 * Tom Petty is a communicator. He did hard things as a communicator. 7:59 * Michelle’s website. 9:35
Steven Grasse is the founder of Quaker City Mercantile and the creator of Hendrick’s Gin, Sailor Jerry Rum, Art in the Age Spirits, and Tamworth Distilling, among many others. He has also helped revive legacy brands such as Narragansett, Miller High Life, Guinness, and Pilsner Urquell. His previous books include The Evil Empire: 101 Ways That England Ruined the World, Colonial Spirits: A Toast to Our Drunken History, and The Cocktail Workshop: An Essential Guide to Classic Drinks and How to Make Them Your Own. His new book, with Aaron Goldfarb is Brand Mysticism: Cultivate Creativity and Intoxicate Your Audience Outline * Introducing Steve Grass. 0:02 * Why do you do what you do? 0:53 * How I create in a similar way that bands create music. 2:47 * The interesting life comes from getting off the internet. 4:17 * If you don’t read interesting things, where do your interesting ideas come from? 5:26 * Who is a hero of yours and why? 7:16
Offering more than 20 years of progressive sales and marketing with a focus on professional services and healthcare, along with effective sales training, Mike Walton has established outstanding relationships with C-level decision-makers throughout the world. Mike's consistent track record of steady business growth and extensive experience with accounting and professional services marketing stem from his passion for building brands and growing corporate revenue.
Glen Hodgson is the founder of the think tank Free Trade Europa, and also leads a stakeholder initiative on the future of work - Freelance Movement - in Northern Europe. Glen has worked for European institutions as well as governments, blue-chip international companies, start-ups and NGOs as a lobbyist, strategist, and communications advisor. Glen was also the Secretary General of a European trade association for five years. Today, Glen is a respected commentator on European affairs, as well as a frequent presenter, moderator and panelist at European policy events. Outline * Glen’s Introduction. 0:02 * The ability to move the needle and have an impact on the world. 1:08 * Trends in globalization and protectionism. 2:25 * What is the benefit of free trade in goods and services? 4:03 * What are the benefits of Brexit for the UK? 5:13 * Glen’s thoughts on the types of people who are successful in the world. 6:43
Russ Hawkins is the President and CEO of the leading data technology company, Agilence. Russ has spent over 35 years in the technology industry, helping established organizations and small start-ups reach their full potential by driving change from the "inside." Russ is responsible for developing the overall strategy and leading the growth of SAAS Analytics & Reporting company Agilence, which helps retailers, grocers, and restaurants improve their operational effectiveness and uncover preventable losses using the data already in their hands. Outline * Why Russ does what he does. 0:02 * What’s the future of retail? 1:32 * What’s the future of the retail experience? 3:08 * Disney’s concept of “Downtown Disney is really just a mall” - Shoptainment5:09 * Who is a hero of yours and why are they? 6:46
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Paul Collister, the Managing Director at Orbus Technologies Limited based in Jamaica who specializes in delivering CRM and accounting solutions across the Caribbean.
In this episode, we talk to Paul about his collection of add-ons for customers that bridge the back & front office gaps, the differences in working in the Caribbean market, and how CRM has replaced MBWA with CRM dashboards.
Kevin Stansfield is an award-winning business advisor, founder, and Director of ActionCOACH Solent. So many people quit their job to become their own bosses and end up becoming a slave to their businesses. For the past 16 years, Kevin has worked with over 300 business owners to get them working less and earning more. He’s also written 3 books on how to play the game of business better than you ever thought you could play it. His new book, The Big Dipper: How to survive the rollercoaster ride of business ownership, is available now on Amazon. Outline * Why do you do what you do? 0:02 * The Roller Coaster Ride of Business Ownership. 1:53 * Small businesses are like a roller coaster. 3:35 * What’s more to be avoided than B-grade customers? 5:45 * Who is a hero of yours and why are they a hero? 7:36
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa. In this episode we continue on the idea of cross-departmental problem solving, Anthony talks about the future focus for Astech and how Sage CRM can evolve as a customer's central business system rather than buying new tools.
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa. In this episode, Anthony talks about how CRM can not only be quickly installed but ALSO easily managed & owned by customers, the unique challenges that operate on the African continent and more stories of Sage CRM in action with customers.
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa. In this episode, Anthony talks about their first foray into Sage CRM back in 2006, how Astech learnt a lot about Sage CRM through helping a customer learn about their own business domain and how they recommend their customers "start their journey" into CRM.
William Boon is a curious and passionate Irishman working to change global mindsets on better ways of working. From his base in the French Alps, William calls for Psychological Safety and the ever-increasing need for it. At Sage, he is an Experienced Agile Coach with a demonstrated history of working in the global computer software industry. He is Skilled in implementing Agile Methodologies and Software Development Best Practices. Outline * Introducing William Boone. 0:03 * What drives you to help people? 1:05 * The importance of being human in the workplace. 2:42 * How do you know if you have psychological safety as a manager? 4:09 * What is psychological safety all about? 5:56 * Who is the person who has had the biggest impact on the world? 8:01
Jane Hanson grew up in rural Minnesota, coming to New York three decades ago to join NBC as an anchor and correspondent in NY. She co-anchored Today in New York, and hosted Jane’s New York; She covered events ranging from the tragedy of 9/11 to the joy of Yankees victory parades to Wall Street and Washington; has interviewed presidents, business leaders, prisoners, and celebrities; traveled as far as the Gobi Desert of Mongolia and the great depths miles below New York City for her special reports. Jane has won 9 Emmy Awards; and she is currently a much sought-after communications coach working with top-tier leaders in every field while continuing to emcee, speak and host broadcasts. Outline * Introducing Jane Hanson. 0:02 * How leaders can truly reach people in today’s world. 0:49 * Why it’s important for leaders to show their vulnerability, even if it makes people feel uncomfortable. 3:12 * Talking about taking risks is scary, but change is going to happen no matter who you are. 5:23 * Who is a hero of Jane’s? 7:26
Mila Grigg is the founder and CEO of MODA, one of the most recognized branding groups in the United States. With twenty years in the field, Mila’s expertise in building personal brands, growing leadership equity, and crafting marketing and social media strategies comes from her experience, not opinion or observation. From executives at Fortune 100s to first-time entrepreneurs and everything in between, Mila has helped leaders with various backgrounds and organizations of all sizes create, communicate, and profit from their brands. Her book, Forged by Fire: How to Develop an Unstoppable Personal Brand was released in October 2022. Outline * Introducing Mila Grigg. 0:02 * Why do you do what you do? 0:47 * What is a personal brand? What does it mean? 1:53 * How to build a personal brand within a Fortune 100 company. 3:47 * Companies are now paying for brands more than experience. 4:49 * Your brand walks into a room before you do, and companies want strong brands to represent them. 5:55 * Using story telling. 7:15 * Who is a hero of yours and why are they? 8:39
Throughout her career, Jelena Saranovic has tested all sorts of professional waters, working in the academia, NGO sector, start-up and a consulting company before landing in the corporate world. As a business innovation coach now helping shape Sage’s Innovation Academy, she considers herself a perfect sidekick for any project that aims to inspire, engage or provide hands-on support when it comes to embracing the innovation mindset. She is a firm believer in testing business ideas and an advocate for adopting the start-up mindset in doing business. Don’t let her get started on Film Noir, she could talk for hours. Sign-up link to the educational experience mentioned in the episode Outline * Introducing Jelena Saranovic. 0:02 * What does she mean by “enjoy the process of learning and unlearning”? 0:54 * It’s a privilege to support colleagues and their innovation journeys. 1:54 * Jelena shares an example of something she has unlearned. 3:40 * Her hero? 5:44
Nicole Dwyer is the senior vice president of portfolio strategy for Quadient She is an experienced Chief Product Officer with a demonstrated history of working in the computer software industry. Nicole is skilled in Business Process, IT Strategy, Enterprise Content Management, Management, and Project Portfolio Management. Nicole is a strong entrepreneurship professional with a BS focused in Management Engineering from Worcester Polytechnic Institute. Outline * Nicole’s introduction. 0:02 * Solving the world’s problems one small idiosyncrasy at a time. 0:44 * What is Quadient doing to assist with back office processes? 2:00 * The importance of personalization in the medical industry. 3:47 * Who is Nicole’s hero and why is it? 5:40
Rochet Wells joined Sage in 2021 as a Workforce Management Intraday Analyst. His mission is to guide and provoke organizations to optimize business results through leadership development and customer service motivation. He is able to reach participants by helping them to become better leaders through his thought-provoking and inspiring speeches. He joined toastmasters in 2007 in Grad School at Jackson State University. He currently serves as the Sergeant-At-Arms of the Sage Corporate club. He is the winner of the District 14 Humorous Speech Contest 2022. Click for more on Continuous Innovation at Sage. Continuous Innovation - Home (unily.com) – to join the next Continuous Innovation session Sage Toastmasters Club 7634999 (toastmastersclubs.org) to receive the link for the meeting Outline * Introducing Rochet Wells. 0:02 * What do you think about the advantages of being in Toastmasters? 1:26 * Toastmasters gets you aware of what you’re doing when you say. 3:04 * Confidence, Courage and Consistency. 4:39 * Who is a hero of yours? Why are they? 6:10 * How to get in touch with Rochet. 8:05
Kari L. Natale, CAE is the Illinois CPA Society’s senior director of Planning & Governance and the senior director of the CPA Endowment Fund of Illinois. Kari is a current member of the American Society of Association Executives, Association Forum, and Association of Fundraising Professionals. She was formerly named one of Association Forum’s “Forty Under 40” up-and-coming nonprofit professionals in 2016 and was also honored with Association Forum’s Inspiring Leader Award in 2020. Outline * Introduction to Carrie Natali. 0:02 * What are some of the initial findings from the research? 1:24 * Uncovering the barriers to success in public accounting. 3:12 * Three major themes that emerged from the interviews. 5:05 * The third theme was that they weren’t getting adequate training and development opportunities. 6:54 * Who is a hero of yours and why are they a hero? 8:14
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Paul Collister, the Managing Director at Orbus Technologies Limited based in Jamaica who specializes in delivering CRM and accounting solutions across the Caribbean.
In this episode, we talk with Paul about how he first learned about CRM - a long way from Jamaica - and his history with Sage 300 and Sage CRM in the Caribbean.
Dave Fionda is an accomplished business development expert who has delivered results for professional firms for the past 40 years, including winning 91% of proposals delivered and closing some of the largest deals in firm history. Dave is also a highly sought-after speaker and educator whose courses average a rating of 4.7 out of 5.0. Dave was also recognized by the Massachusetts Society of CPAs as a top-rated CPE Instructor. A serial entrepreneur, he has built five businesses and sold three, Dave teaches at Boston University and also has mentored the Grand Prize winners of the Mass Challenge startup competition two years in a row. Outline * Introduction to Dave Fionda. 0:02 * Helping people succeed. 0:57 * How to help CPA firms successfully grow their advisory practices. 3:10 * What is holding many CPA’s back from real success? 4:54 * How Dave’s dad taught him the value of hard work. 6:57
Bryan L. Wilton is the Vice President of LBMC Technology Solutions, LLC, where he provides leadership and strategic direction to both our sales team and our entire Dynamics ERP practices. Prior to joining LBMC Technology Solutions, Bryan served as president of InterDyn BMI, a national Microsoft Dynamics Gold partner serving both enterprise and mid-market customers across the US. InterDyn BMI was acquired by Columbus in 2015. Columbus provided digital transformation expertise and services to over 3,000 clients who trusted their organizations to Microsoft Dynamics ERP and CRM, along with business analytics and cloud services.
Alan Whitehouse is a software architect with 30 years of experience helping organizations solve their business pains. He has worked with hundreds of customers, spanning dozens of industries and organizational sizes during his career. He has hands-on experience implementing and designing solutions based on many of the world’s leading corporate performance management, business intelligence, enterprise resource planning, and customer relationship management solutions. He is currently the Chief Software Architect for True Sky – a developer of budgeting/forecasting and corporate performance management software. For more information on Alan or True Sky, visit the following sites: * True Sky: www.TrueSky.com * Linked-In: www.linkedin.com/in/alanwhitehouse/
Greg Cagle's experience coaching and consulting global leaders and organizations since 2008 has made him an expert in many areas of leadership, business, and culture. His most recent venture takes form in the launch of his newest book - The 4 Dimensions of Culture and the Leaders who Shape Them. Greg pulls from his decades of experience both as a business owner and advisor, to provide a road map for leaders that fill in the culture gap that lies between becoming a great leader and building a successful business.
Across three episodes we talk to Kyle James from the US arm of the global company Verder Scientific, who specialise in the development and manufacture of laboratory & analysis equipment, and who has been a Sage 100 + CRM customer for over 10 years.
In this episode, Kyle talks about the key features that matter to his business, the move of their operational system to a cloud-hosted environment, and how the evolution of their CRM usage has influenced their global parent company.
As a Vice President at Cargas Systems and a member of our Board of Directors, Mike Yeager is part of the team that develops and maintains their culture and Built to Last strategy. They are a dynamic team of employee-owners dedicated to their customers' success. They have a consultative approach from the selection, implementation, and evolution of the solution. Mike has 25 years of ERP software experience and is passionate about helping business owners find the right solution to fit their needs.
Olivia Brown is the Director of Business Development for North America at Tangerine Software. Since 2013, She has worked in roles in roles spanning account management, sales, and business development. Olivia is responsible for growing the market share for the Sage Enterprise Intelligence solution in North America. She works closely with Sage Partners to help establish and develop their business intelligence practices. Outline * Introducing Olivia Brown, Director of Business Development at Tangerine Software. 0:02 * Why does budgeting and forecasting remain such a manual endeavor for most companies? 0:43 * The importance of budgets and forecasts in today’s market. 2:10 * How long does it take to get a more automated and efficient budgeting and forecasting process up and running? 3:30 * Olivia’s biggest hero. 4:54
Stephany Lapierre is the founder/CEO of Tealbook, a highly coveted supply chain thought leader, and one of the most influential minds in emerging data technologies. She has been recognized as one of the Top 100 Most Influential Women in Supply Chain, and her company, Tealbook, has both been named a Top 50 company to watch by Spend Matters and won the Cool Vendor Award by Gartner. Prior to Tealbook, Stephany spent 10 years building a successful strategic sourcing and procurement consulting firm focusing on large scale sourcing optimization projects. Currently, Tealbook is the only Big Data company that provides a self-enriching and self-maintaining mechanism to fix enterprise supplier data, forever.
As Avalara's Vice President - Strategic Alliances, Jeff Roth leads a dynamic partner-focused team responsible for their North America Go-To-Market and "Go-To-Partner" strategies and has the pleasure and responsibility of creating new sales and growth with their Marketing & Sales Partners (MSPs), Accounting Firms with S.A.L.T. and/or Technology Practices (ACPs) and System Integrators (SIs).
For the past 35 years, George Braun has been helping companies streamline their business processes with their financial systems. Realizing that budgeting and forecasting was the biggest area of improvement for most companies, True Sky was developed. George is focused on building relationships with partners and their clients. When he’s not working, you can find him mountain biking or kiteboarding on a tropical vacation. Outline * Introducing George Braun, CEO of Sky. 0:02 * What’s happening these days is the markets are really shifting. 1:36 * What are some of the best practices that people have put in place to streamline the budgeting and planning process? 3:30 * Non-financial data is also important. 5:20 * Who is George’s hero and why? 6:53
Erik Jacobson got his start in podcasting in 2015 by cold-tweeting his way into projects with podcasters like Tim Ferriss. As CEO of Lemonpie (a podcast PR agency) and Hatch (a podcast editing & strategy service), he has now helped over 200 brands use podcast strategies to drive millions of downloads and millions of dollars of value. Erik is passionate about the power of podcasting for businesses and brings his deep domain expertise, experience, and perspective to every conversation. Outline * Introducing Eric Jacobson 0:02 * Why entrepreneurship is an infinite game. 1:05 * How the market is changing and how that relates to podcasting and marketing. 3:04 * It’s easier to measure clicks than it is to measure relationship development.v4:39 * How does one measure one’s love for one spouse? 6:00 * Finding people who inspire you. 7:10
Dom Pernai is a Company Director at ETHOSYS. He is an accounting professional that has spent over 20 years assisting real estate and construction companies to get the most out of their technology investments, from process improvements to field technology solutions.
Across three episodes we talk to Kyle James from the US arm of the global company Verder Scientific, who specialise in the development and manufacture of laboratory & analysis equipment, and who has been a Sage 100 + CRM customer for over 10 years.
In this episode, Kyle talks further about onboarding new staff to Sage CRM, the value of his long-term relationship with his Sage partner LLB Group and how he turned his vision into a reality for a valuable operational system supporting their end-to-end business in the North American region.
Ken Burke, founder and CEO of The EntrepreneurNOW! Network, is a speaker, serial entrepreneur, mentor, and author. Ken founded MarketLive, a market-leading, enterprise-class eCommerce software platform used by major merchants generating $2b in online sales through the platform. He sold MarketLive to Vista Equity Partners in 2016. Ken has taught well over 10,000 entrepreneurs how to successfully start and grow their companies. His courses are viewed by students all over the world. Ken recently published his book called, "Prosper: 5 Steps to Thriving in Business and Life". Offer: free resources for entrepreneurs Outline * Introduction to Ken Burke. 0:02 * Why do you do what you do? 0:51 * The first thing you need to do as an entrepreneur. 2:11 * Being a thought leader means going out and being the face of your company. 3:43 * What’s the biggest mistake entrepreneurs make when starting a business? 5:47 * Why do VCs and angel investors want to see more traction? 7:38 * Who’s a hero and why are they a hero? 9:25
Farah Ismail is an internationally recognized Facilitator, Coach, Speaker, and Founder of Interact Consulting. She partners with entrepreneurs and leaders who find themselves frustrated and unfulfilled, despite outward signs of success. When they work with her, they re-imagine their business, crafting a lucrative purpose-driven enterprise that delivers more confidence, more connection, more revenue, and more meaning. Outline * Introducing Farah Ishmael Dara. 0:02 * The importance of unlocking courage in leaders especially. 1:29 * It’s really about speaking your heart. You have to bring your vulnerability. 2:54 * What happens when you shift from being someone else to being yourself? 4:14 * Who is Farrah’s hero and why? 6:23
Offer Free eBook! Discover your true power to be courageous and unstoppable! Read this inspiring eBook from Farah Ismail and learn her top 5 secrets to unlock more courage and be unstoppable. Inside the ebook, you will find prompts that will remind you of the tremendous strength and power that is within you. And inspire you to take the next step in your journey! You can also book a 60-min complimentary breakthrough call with Farah.
Sarah Panus is a brand storytelling strategist, podcast host of Marketing With Empathy®, and owner of Kindred Speak® consulting. She’s on a mission to make people’s days better by creating useful (and more meaningful) connections between brands and consumers. Sara does this by using the power of empathy and data-infused storytelling to improve the lives of content marketing professionals and the people their brands serve. Pulling from 20 years of experience helping billion-dollar brands drive leading ROI through brand storytelling, she helps content marketers attract top-funnel leads that drive bottom-funnel results. Get 3 Ways To Improve Your Content Strategy This Year. Outline * Introducing Sara Pantos, brand storytelling strategist. * Storytelling is the lifeblood of a company. * Sarah’s fed method for storytelling. * What you should look at to measure your SEO. * What’s going on in your communities? * Who is a hero of Sarah’s and why?
Sarah Panus is a brand storytelling strategist, podcast host of Marketing With Empathy®, and owner of Kindred Speak® consulting. She’s on a mission to make people’s days better by creating useful (and more meaningful) connections between brands and consumers. Sara does this by using the power of empathy and data-infused storytelling to improve the lives of content marketing professionals and the people their brands serve. Pulling from 20 years of experience helping billion-dollar brands drive leading ROI through brand storytelling, she helps content marketers attract top-funnel leads that drive bottom-funnel results. Get 3 Ways To Improve Your Content Strategy This Year. Outline * Introducing Sara Pantos, brand storytelling strategist. * Storytelling is the lifeblood of a company. * Sarah’s fed method for storytelling. * What you should look at to measure your SEO. * What’s going on in your communities? * Who is a hero of Sarah’s and why?
Julian Schrenzel has over 15 years of experience as an ERP Recruiter, industry thought leader, and public speaker. He has spoken and presented at ERP, Recruiting, and business summits throughout the US. Julian was born and raised in Seattle, WA, and has worked for DyNexus since October 2008. Outline * Julian’s Introduction. 0:03 * Julian talks about the upcoming Fall Collaborative meeting. 1:20 * Before she was a recruiter or a business owner, she was an improviser. 2:29 * Theatre improv is not like any other tech conference. 3:52 * What do you think that people who haven’t had experience with improv do not understand about improv? 5:23 * Julian’s thoughts on improvisation in the theatre. 6:51
Julian Schrenzel has over 15 years of experience as an ERP Recruiter, industry thought leader, and public speaker. He has spoken and presented at ERP, Recruiting, and business summits throughout the US. Julian was born and raised in Seattle, WA, and has worked for DyNexus since October 2008. Outline * Julian’s Introduction. 0:03 * Julian talks about the upcoming Fall Collaborative meeting. 1:20 * Before she was a recruiter or a business owner, she was an improviser. 2:29 * Theatre improv is not like any other tech conference. 3:52 * What do you think that people who haven’t had experience with improv do not understand about improv? 5:23 * Julian’s thoughts on improvisation in the theatre. 6:51
Lars Emmerich is the author of the Sam Jameson and Peter Kittredge conspiracy thriller series, read by over one million thriller fans. Lars is an entrepreneur, investor/bitcoin miner, and retired F-16 pilot who writes about good guys with a bad streak and bad guys with a few redeeming qualities. A 1994 distinguished graduate of the US Air Force Academy, a Hertz Fellow, and a two-time recipient of the Distinguished Flying Cross medal for valor in combat, Lars brings a unique perspective to any discussion about literature, economics, and Geopolitics. Outline * Introduction to Lars. 0:02 * What is value and how do you store it? 1:34 * What intrigued him about bitcoin. 3:24 * What are some of the criticisms of bitcoin? 5:07 * About one-half of 1% of global energy production is going to bitcoin mining. 6:45 * Why are they a hero? 8:21
Lars Emmerich is the author of the Sam Jameson and Peter Kittredge conspiracy thriller series, read by over one million thriller fans. Lars is an entrepreneur, investor/bitcoin miner, and retired F-16 pilot who writes about good guys with a bad streak and bad guys with a few redeeming qualities. A 1994 distinguished graduate of the US Air Force Academy, a Hertz Fellow, and a two-time recipient of the Distinguished Flying Cross medal for valor in combat, Lars brings a unique perspective to any discussion about literature, economics, and Geopolitics. Outline * Introduction to Lars. 0:02 * What is value and how do you store it? 1:34 * What intrigued him about bitcoin. 3:24 * What are some of the criticisms of bitcoin? 5:07 * About one-half of 1% of global energy production is going to bitcoin mining. 6:45 * Why are they a hero? 8:21
Estelle Giraud is a Ph.D. scientist turned commercial operator and leader in biotech and frontier medicine. As a mother and woman entrepreneur, Estelle has had to navigate the change and challenges that come with this journey. She is deeply excited and scared by the rise of big data in healthcare and wellness. She is passionate about creating a better healthcare system from the ground up, especially for individuals. Estelle believes people don’t neatly fit in single boxes, and some of the most interesting insights about people and the world come from unplanned intersections. Signup Trellis Health Beta here. Outline * Introducing Estelle Giraud. 0:02 * What is your vision for the future of healthcare? 0:53 * How genetics is going through a revolution right now. 3:14 * Trellis Health is specifically focused on pregnancy to start with. 5:30 * The dream of precision medicine. 7:40
Estelle Giraud is a Ph.D. scientist turned commercial operator and leader in biotech and frontier medicine. As a mother and woman entrepreneur, Estelle has had to navigate the change and challenges that come with this journey. She is deeply excited and scared by the rise of big data in healthcare and wellness. She is passionate about creating a better healthcare system from the ground up, especially for individuals. Estelle believes people don’t neatly fit in single boxes, and some of the most interesting insights about people and the world come from unplanned intersections. Signup Trellis Health Beta here. Outline * Introducing Estelle Giraud. 0:02 * What is your vision for the future of healthcare? 0:53 * How genetics is going through a revolution right now. 3:14 * Trellis Health is specifically focused on pregnancy to start with. 5:30 * The dream of precision medicine. 7:40
André Höfer has been with Sage for 12 years, the last six as Marketing Director for Sage in Germany. He works with incredibly talented people to connect future customers with Sage. André's role as an agile marketing leader, coaching mindset and skills that enable innovation. Before Sage, he worked in various roles in marketing and sales for a German newspaper publisher and started his career at BMW Group. André resides in Leipzig, Germany, with his wife and 2 kids. His passion for old motorbikes, led him to restore 70-year-old BMW R35 from scratch. Outline * Introducing André Hoover, marketing director for Sage in Germany. 0:02 * What is growth hacking in marketing? 0:55 * Trying 100 things and learning and learning. 2:59 * How growth hacking helps you to find the best way to connect with prospects. 3:52 * How to get more reviews from your customers. 5:38 * Who is André hero and why? 7:34
Across three episodes we talk to Kyle James from the US arm of the global company Verder Scientific, who specialise in the development and manufacture of laboratory & analysis equipment, and who has been a Sage 100 + CRM customer for over 10 years.
In this episode, Kyle introduces us to the company & what they provide. we talk about their justification for the first steps with Sage CRM in 2012 and the value of a commercial leader in charge of the implementation project.
Kyle McDowell is widely known for his inspiring approaches to transforming bosses into leaders and reshaping corporate cultures. Learn how nearly three decades of experience leading tens of thousands of employees at some of the biggest companies in the United States could impact your business. His new book, Begin with We: 10 Principles for building and sustaining a culture of excellence was published in September of 2022. Outline * Introduction to Kyle McDowell. 0:02 * What’s your book about? 1:26 * What are some of the things that corporate America gets wrong with leadership? 2:49 * The misalignment of the purpose of business vs. understanding of the result of business. 4:21 * Who is Kyle’s hero and why? 6:05
Outline * Jack’s Introduction. 0:02 * How do you capture the value of a project? 1:19 * How do you know if it’s actually cash vs. non-cash? 3:15 * How do you measure the impact of your project? 5:02 * Who is Jack’s hero and why? 6:33
Jack J. Phillips is a Ph.D. and the author of Show the Value of What You Do: Measuring and achieving success in any endeavor and an award-winning thought leader in the field of talent development. As a teacher, consultant, and coach, he helps individuals show the value of their work in all types of organizations. Dr. Phillips has taught his proprietary methodology to over 50,000 professionals and managers in over 70 countries. He is a global keynote speaker and has written over 100 hundred books, and all focused on the importance of showing the value of the work. He serves as chair of ROI Institute, a globally recognized consulting firm.
Outline * Introduction to Lisa Bodell. 0:02 * Lisa’s book, “Why Simple Wins”. 1:09 * The value of less vs. more. 2:31 * Build a commitment from people to what they will stop doing so they can make their goals happen. 3:40 * Why do people need to believe that they have to continue everything? 5:20 * Lisa's hero? 6:52
Click here to register for Lisa's Continous Innovation Keynote on Thursday, 10th November 2022 at | 2-5pm UK| 3-6pm CET | 9-12pm ET | 6-9am PT. FutureThink CEO Lisa Bodell ranks among the Top 50 Speakers Worldwide and is the best-selling author of Kill the Company and Why Simple Wins. She’s a global leader on simplification, collaboration, and innovation, whose keynotes leave audiences inspired to change and arm them with radically simple tools to get to the work that matters. Based on her best-selling books, Kill the Company and Why Simple Wins, Lisa provides a provocative yet practical approach that enables organizations and individuals to eradicate the unnecessary complexity and time-sucks that hold them back from more meaningful work, and allow simplicity to become their new operating system.
Pat White is the CEO and Co-Founder of Bitwave, the first software platform built specifically for businesses to bring digital assets onto their balance sheet and into their business processes. Bitwave provides cryptocurrency accounting, tax tracking, bookkeeping, DeFi ROI monitoring, and crypto AR/AP software. Over the last decade, Pat has built enterprise software at several well-known companies and co-founded Synata, an enterprise search platform. A cryptocurrency enthusiast since 2011, Pat has contributed code to Bitcoin, Ethereum, and several other crypto-currency projects. Pat combined his expertise in enterprise software and cryptocurrencies to co-found Bitwave in 2018.
Outline
- Introducing Pat White, co-founder of BidWave. 0:02
- Why do you do what you do? 1:02
- Cryptocurrency is going to change the nature of business in the world. 2:35
- Crypto has gone through a real drawdown right now. 4:12
- The idea of crypto is a high-speed chain. 5:38
- What if we use something like a public ledger or a shared ledger? 7:05
- Pat’s hero. 9:02
Pat White is the CEO and Co-Founder of Bitwave, the first software platform built specifically for businesses to bring digital assets onto their balance sheet and into their business processes. Bitwave provides cryptocurrency accounting, tax tracking, bookkeeping, DeFi ROI monitoring, and crypto AR/AP software. Over the last decade, Pat has built enterprise software at several well-known companies and co-founded Synata, an enterprise search platform. A cryptocurrency enthusiast since 2011, Pat has contributed code to Bitcoin, Ethereum, and several other crypto-currency projects. Pat combined his expertise in enterprise software and cryptocurrencies to co-found Bitwave in 2018.
Outline
- Introducing Pat White, co-founder of BidWave. 0:02
- Why do you do what you do? 1:02
- Cryptocurrency is going to change the nature of business in the world. 2:35
- Crypto has gone through a real drawdown right now. 4:12
- The idea of crypto is a high-speed chain. 5:38
- What if we use something like a public ledger or a shared ledger? 7:05
- Pat’s hero. 9:02
Paul Saganey CFP® is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996. Integrated offers comprehensive business-building services, designed with the independent advisor in mind.
Paul realized early on the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which led him to found the Integrated CPA Alliance. It offers CPAs access to enhanced services and provides three key differentiators to help them grow their firm: Revenue sharing, strategic structure, branding, and awareness through marketing.
His book, Optimize the Financial Lives of Clients: Harness the power of an accounting firm's elite wealth management practice dives into the key problems accounting firms face today and takes the reader through concepts to help solve these issues.
Paul Saganey CFP® is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996. Integrated offers comprehensive business-building services, designed with the independent advisor in mind.
Paul realized early on the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which led him to found the Integrated CPA Alliance. It offers CPAs access to enhanced services and provides three key differentiators to help them grow their firm: Revenue sharing, strategic structure, branding, and awareness through marketing.
His book, Optimize the Financial Lives of Clients: Harness the power of an accounting firm's elite wealth management practice dives into the key problems accounting firms face today and takes the reader through concepts to help solve these issues.
Ben Hafele is an experienced Lean Startup practitioner, program manager, educator, and coach. He has worked with over 400 startups and innovation project teams spanning 5 continents. Ben leads training, coaching, and consulting engagements with startups, large corporations, and government agencies. He thrives on operationalizing Lean Startup concepts and driving alignment & engagement with senior leadership.
Ben Hafele is an experienced Lean Startup practitioner, program manager, educator, and coach. He has worked with over 400 startups and innovation project teams spanning 5 continents. Ben leads training, coaching, and consulting engagements with startups, large corporations, and government agencies. He thrives on operationalizing Lean Startup concepts and driving alignment & engagement with senior leadership.
Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify website visitors in real-time & add insight to support CRM activities.
In this episode Quirijn talks about how Leadinfo & CRM are like the "yin & yang" of customer care, he outlines future plans for their product, and we all muse on future use-cases for customers with linked CRM & IP tracking.
Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify website visitors in real-time & add insight to support CRM activities.
In this episode Quirijn talks about how Leadinfo & CRM are like the "yin & yang" of customer care, he outlines future plans for their product, and we all muse on future use-cases for customers with linked CRM & IP tracking.
Greg Swallow director of Partners and OEM relationships of Knowledge Sync, the development of Sage Alerts and Workflow. He brings thirty-plus years of hands-on sales and marketing experience in the sales representative and professional distribution environment, working hands-on with the partner channels worldwide of leading accounting applications, building and maintaining strategic relationships. Recurring Speaker and thought leader at ERP publishers' trade shows and industry events across North America. Talk to your Sage Partner about the HRMS promo running through December 31, 2022.
Greg Swallow director of Partners and OEM relationships of Knowledge Sync, the development of Sage Alerts and Workflow. He brings thirty-plus years of hands-on sales and marketing experience in the sales representative and professional distribution environment, working hands-on with the partner channels worldwide of leading accounting applications, building and maintaining strategic relationships. Recurring Speaker and thought leader at ERP publishers' trade shows and industry events across North America. Talk to your Sage Partner about the HRMS promo running through December 31, 2022.
Melentha Bisetty is a Growth Hacker in the Continuous Innovation team. Melentha worked in the retail and IT industry for the last 14 years and has extensive experience in marketing, communications, and campaign management. Her current area of focus is the growth and scale of the Continuous Innovation Community through data and experimentation. She also proudly co-drives the Facilitation Dojo, which gives colleagues a safe space to learn, practice, and improve their facilitation skills with valuable tools and techniques.
Melentha Bisetty is a Growth Hacker in the Continuous Innovation team. Melentha worked in the retail and IT industry for the last 14 years and has extensive experience in marketing, communications, and campaign management. Her current area of focus is the growth and scale of the Continuous Innovation Community through data and experimentation. She also proudly co-drives the Facilitation Dojo, which gives colleagues a safe space to learn, practice, and improve their facilitation skills with valuable tools and techniques.
Dr. Allan Colman is a business development executive, speaker and author. As CEO of the Closers Group, a business development advisory, Allan has spent more than three decades helping law firms and professional service firms generate more revenue. In addition to his thriving consulting firm, he co-founded and served as Senior VP of DecisionQuest, and previously served as president of the MCO Company and Litigation Sciences, as well as the leader of a large public agency. He is also Professor of Marketing at California State University Dominguez Hills. His new book is The Revenue Accelerator: The 21 Boosters to Launch Your Startup .
Dr. Allan Colman is a business development executive, speaker and author. As CEO of the Closers Group, a business development advisory, Allan has spent more than three decades helping law firms and professional service firms generate more revenue. In addition to his thriving consulting firm, he co-founded and served as Senior VP of DecisionQuest, and previously served as president of the MCO Company and Litigation Sciences, as well as the leader of a large public agency. He is also Professor of Marketing at California State University Dominguez Hills. His new book is The Revenue Accelerator: The 21 Boosters to Launch Your Startup .
Lisa Laporte has worked as a Corporate Controller, CFO, Consultant, CEO, and Founder in a range of organizations, with a focus on startups, for over thirty years. Lisa has developed skills in growing companies, building successful and diverse teams, and establishing strong and profitable partnerships through company growth and income production during the course of her career. Lisa has always approached her professional roles with an eagerness to learn and a drive to become the most successful leader she can be.
Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify web site visitors in real-time & add insight to support CRM activities.
In this episode Jeff drills down on Leadinfo's use of the Sage CRM technology stack, Quirijn explains how their product differs from other analytics tools and we talk about some customer use-cases for which the LeadInfo tool helps make sense of collected data.
Julian Schrenzel is President and CEO of DyNexus Recruiting & Staffing and has a mission to change people's lives by solving the staffing shortage in the Mid-Market ERP Industry. DyNexus is the engine behind Proactive Sourcing for Sage Intacct, a program exclusively for Sage partners that connects qualified, vetted, interested candidates with hiring managers across the Sage Intacct partner community.
Click for more on the $12K per hire Proactive Sourcing for Sage Intacct Program.
Kurt Davis is a technology executive and investor with over two decades of experience building tech startups throughout Silicon Valley, Europe, and Asia. From 2008-2017, he worked with a startup called Boku where he led global business development, focusing on deals with Apple, Microsoft, Spotify, Sony, and more. His book, Navigate to the Lighthouse: A Silicon Vally Guide to Executing Global Deals, documents, and chronicles his journey from closing small sales deals to transactions worth billions of dollars in transactions.
Nick Jordan is the Founder of Narrative, a platform that helps businesses in a variety of industries reach their goals using transformative data technology. In other words, he guides them through systemic data monetization, acquisition, and sharing whether they work in retail, finance, hospitality, healthcare, automotive, or agriculture. Additionally, he has spent most of his career in product management roles at global technology-driven companies like Adobe and Yahoo!.
Shawn Kanungo is a globally recognized innovation strategist. Shawn is a Partner with Queen & Rook, where he advises leading organizations and executives on disruptive trends. In 2021, he was named in Forbes as the “Best Virtual Keynote Speaker I’ve Ever Seen”. Shawn’s content on innovation has garnered millions of views, respectively across LinkedIn, TikTok, YouTube & Facebook. His debut book, The Bold Ones (McGraw-Hill) releases in December.
As President & COO of Altec, Don Howren is responsible for driving corporate growth strategy, company go-to-market execution, and market share growth. He is an accomplished senior executive with 30 years of experience in enterprise software at Epicor, Sage, Aderant, and Accruent including successful exits with industry-leading Private Equity organizations. Don has a variety of experience in enterprise software companies from start-ups, early stage, high growth, and turnaround environments.
As co-founder and CEO of Upside, Alex Kinnier is working to personalize brick-and-mortar commerce to help communities thrive. His success in growing Upside into a company driving $5B in commerce was informed by his years of experience leading product development teams at Opower, Google, and Procter & Gamble. Outside the office, Alex is an ardent technologist and investor, always on the cutting edge of products with the potential to change the world.
Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify web site visitors in real-time & add insight to support CRM activities. In this episode we talk to Quirijn Kleppe from LeadInfo, based in the The Netherlands, about their lead tracking tool & how it works with Sage CRM, Jeff drills into the challenges of data protection & consent, and Quirijn explains how the product works in conjunction with public IP addresses.
Elena Sinel is a multi-award-winning social entrepreneur and one of the leading global voices on the ethics of Artificial Intelligence. She is a founder of Teens In AI, motivated to make a difference in the world by empowering young people aged 12-18 to solve real problems through ethically designed technology. Elena is committed to inspiring young people to make a change in their community, country, and economy through passion, agility, teamwork, and expert support. She believes we need to teach invaluable skills to the next generation in order to help them thrive in an ever-changing 21st Century workplace.
Jesse Johnson will teach you the exact tools and strategies you need to create the impact, money, and lifestyle of your dreams. Her gift lies in her ability to help you see your potential for more profit, purpose, and freedom. It’s a gift that has not only allowed her to build her own multi-million dollar company from scratch (in only 24 months), but also support her clients as they do the same.
Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom are based in Toronto, Canada. In this episode, Dennis talks about the operating model of long-term care in the province, how the CRM systems help them track & report on a range of metrics, and offers his musings on the future of CRM in long-term healthcare in & around Toronto.
Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom are based in Toronto, Canada. In this episode, Dennis talks about the operating model of long-term care in the province, how the CRM systems help them track & report on a range of metrics, and offers his musings on the future of CRM in long-term healthcare in & around Toronto.
Alinka Rutkowska is the CEO of Leaders Press, a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and launches them to best-seller with a 100% success rate. She runs a hybrid publishing house with traditional distribution through which more than 500 entrepreneurs have been able to share their stories with the world. Many Leaders Press authors have become USA Today and Wall Street Journal best-selling authors. Alinka has been featured by Forbes, Entrepreneur Magazine, Entrepreneurs on Fire and numerous other outlets. Her mission is to help 10,000 entrepreneurs share their wisdom with the world by 2030. Blog links * https://leaderspress.com/how-to-write-a-book/ * https://leaderspress.com/how-to-get-a-book-published/
María Aleman has more than 20 years of experience working in the IT sector and more than 10 years of experience as Agilist, helping teams and companies like Telefónica R&D, Allianz Technology, Caixabank, Wefox, etc. to evolve their culture and ways of working, thinking and collaborating, to become more resilient, innovative and human-centric, so that, they can adapt and respond faster to change. Her motto: “Try it because life is too short to be frightened.” Click for more on Continuous Innovation at Sage.
Simone Cimiluca-Radzins is a CPA with a vision to see a world where financial freedom is attainable for every individual that can dream, train, hustle, and repeat. Simone has more than a decade of experience helping Fortune 500 companies and startups improve operations, raise capital, and build better strategies to drive profit and empower employees. From corporate to cannabis, Simone made the jump into entrepreneurship in 2015 working with governments, community organizations, and startups to help build the nascent cannabis industry. Today, Simone trains entrepreneurs on how to confidently find their place as a CEO and have the tools to build a profitable business. Grab her startup checklist to get the roadmap to starting a profitable business!
Tigran Petrosyan is the Co-Founder and CEO of Super Annotate, an end-to-end platform that accelerates computer vision for applications to improve their quality of life. Tigran is a physicist who became a machine learning expert and is eager to help AI companies grow their teams, as well as build products that people love. Data scientists, machine learning and computer vision enthusiasts, engineers, product managers, and executives will benefit from his approach to resolving dataset biases.
Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom are based in Toronto, Canada. In this episode, Zainab talks about the challenges of employee "buy-in" brought on when systems changes, Dennis considers his value-add to buyers in the long-term health care sector and reflects on their financial & systems operating challenges.
Gil Mayron is the Founder and CEO of Cobot Nation, Architects of Automation™. Gil is a pioneer of the consumer 3D Printing industry as the Founder and CEO of Botmill 3D, which manufactured and sold the first fully-assembled consumer 3D printers. When Botmill was acquired by 3D Systems Corp, Gil continued to lead corporate development strategies for the consumer division. He composed the first-ever licensing deals involving 3D printing with Sony, Viacom, NBA, and DreamWorks.
Alex Castro is cofounder and CEO of M Corp and is an aligner of execution to strategy for digital transformation & innovation, best-selling author, and creator of the ReM Score™. Alex believes that the gap between ideas (strategy) and execution is a persistent problem that is sidelining too many high potential digital transformation and innovation growth opportunities.
Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom are based in Toronto, Canada. In this episode, Dennis explains the business needs of a long-term care home & Zainab lays out how they first began their discussions of how Sage CRM could meet those needs.
Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of whom are based in Toronto, Canada. In this episode, Dennis explains the business needs of a long-term care home & Zainab lays out how they first began their discussions of how Sage CRM could meet those needs.
Jean-Guy Talbot, FCPA, FCGA is a speaker and mentor on for accounting professionals. He is the founder and CEO of RêveNew Practice Management, a consulting firm dedicated to helping accountants and bookkeepers increase their bottom line.
Across 3 episodes, we talk to Craig Evans, from one of our customers, iM3. IM3 are a family-owned veterinary Dental Company, that supplies veterinarians throughout the world with high-quality veterinary dental products. Headquartered in Sydney Australia and servicing customers globally from their offices in Australia, the USA, and Ireland, Craig is their MD for Europe and spoke to us from Dublin. In this episode, Craig talks about implementing Sage CRM in the time of Covid, how they worked with their specialist CRM partner, and the reality of using it for real
versus what is planned for,
John Foster is the director of business services and Fishbowl Software Practice Manager at Woodard Consulting Group, Inc. John is focused on Customer Success - a top performer with extensive experience in the Cloud ERP / CRM / BI software industry. He has demonstrated a proven ability as a problem solver with leadership and people management skills.
Ron Baker is the co-host of The Soul of Enterprise: Business in the knowledge economy. His new book with co-author Paul Dunne, due out in November 2022, is entitled Time’s Up: The Subscription Business Model for Professional Firms.
Click here to join a special pre-order club for the book.
Ian Vacin is a founder and chief partnerships officer of KarbonHQ. Ian’s experience as VP of Product Marketing at Xero and Intuit allowed him to chat to thousands of accountants over the past decade, understanding what challenges the industry faces, understanding how accountants can improve their productivity and profitability through better workflows, and ensuring new products can cater for these needs.
Louie Prosperi is the Chief Operating Officer at HS and Partners LLP. The unique knowledge and experience that Louie applies today to help his customers achieve their goals are due to his long-term business and professional experiences accumulated during his career. He loves helping organizations meet their potential through solving and working through the challenges they are facing today.
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.
Jake Jones, CPA is the Controller of LeaseQuery. He has over 9 years of experience working with technology and healthcare companies to provide assurance over financial statements and identify areas for operational improvements. Prior to LeaseQuery, Jake was a senior manager at Cherry Bekaert. He received his Master of Accountancy from The University of Georgia. Reach out to partners@leasequery to learn more about how Sage and LeaseQuery partnered to solve complex accounting. Offer: Get 75% off the implementation of LeaseQuery if you mention this podcast and reach out to hope.davis@leasequery.com
Rohan Thambrahalli is the founder of DimeTyd, an automated, logic-based engine that allows Amazon vendors to recoup profit leakage and maximize profitability. Rohan is an experienced serial entrepreneur and innovator focused on advancing e-commerce. He has over 20 years of experience in sales, marketing, and business development, so he can provide insightful knowledge to an audience looking to unlock the complexities in Amazon's accounting and reconciliation processes.
Bill Carlino is managing director at Whitman Transition Advisors LLC. We spoke live at the AICPA Engage Conference.
Paul Saganey is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996. Integrated Partners offers comprehensive business-building services, designed with the independent advisor in mind. A born innovator, Paul realized the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which is what ultimately led him to found the Integrated CPA Alliance, offering CPAs access to enhanced services, and providing key differentiators to help them grow their firm.
Liam Martin is the co-founder and CMO of Time Doctor — one of the most popular productivity software platforms in use by top brands today. He is also a co-organizer of the Running Remote Conference and co-author of the Book - Running Remote. Liam is an avid proponent of remote work and has been published in Forbes, Inc, Wired, The Wall Street Journal, and many others. While he travels around the world a few times a year, he usually spends time in Austin, Las Vegas, and Ubud. He encourages others to work remotely while he's on his travels.
LumiQ is a mobile podcast app where engaging conversations with business leaders count as verifiable professional education. With a slick mobile app, automatic documentation tracking, and new episodes weekly, we've made professional education something it's never been before: enjoyable.
David Pattison is a chair, mentor, and advisor for multiple businesses in diverse industries. After becoming a board director at the age of 29 and co-founding his successful media agency Ph.D., he has advised more than 20 businesses, chaired 10, and led three successful exits. David currently chairs three businesses and convenes MBA and MSC courses at Manchester University Business School. His new book, The Money Train: 10 Things Young Businesses Need to Know About Investors, won the best Startup / Scaleup book at the Business Book Awards 2022.
Across 3 episodes, we talk to Craig Evans, from one of our customers, iM3. IM3 are a family-owned veterinary Dental Company, that supplies veterinarians quality veterinary dental products. Headquartered in Sydney Australia and servicing customers globally from their offices in Australia, the USA, and Ireland, Craig is their MD for Europe and spoke to us from Dublin. In this episode, Craig talks about they have transformed Sage CRM to support his team's daily usage, his view about how the technology has changed their business & why accounts people don't necessarily "get CRM" in the first instance.
Jennifer Baker has been with Sage for over 10 years. She has been leading the engagement in North America with colleagues since 2019 and has implemented many programs that have led to colleagues' success. She does everything with her colleagues in mind. She is responsible for leading our mission of Leadership in Action.
Amy Pierce has been with Sage for 33 years. She has held many different roles during that time, including Head of Services, Project Management, Quality Assurance, and Global Services Operations. She is currently the Vice President for North America Services which consists of Learning Services, Expert Services, Services Operations, Customer Support, and Customer Experience.
Dewey Forrester is Vice President of Mid Market Partnerships at Bill.com. He and the team have the opportunity to work with our ERP platform partners plus the amazing VARS in those ecosystems. They are responsible for evangelizing both Bill.com, AP automation, and Divvy expense management. Prior to Bill.com, Dewey held several sales, leadership, and partner-facing roles at Sage and Microsoft. He lives on Lake Sinclair Georgia with his wife of 38 years. Dewey is an avid piano player and is also a Yoga and Pilates instructor.
Kyle Bryant worked for a small CPA firm out of college focused mostly on audits but eventually left to work with Access America Transport and the Lamp Post Group. There he discovered a passion for helping small businesses. Kyle felt like his career elevated quickly when he spent 18 months working on the Access America Transportation sale to Coyote Logistics in 2014. This was the largest transaction in Chattanooga’s history and gave him the experience and confidence to help many more startups through the fundraising and transaction process.
Paul Wyatt is an experienced relationship builder and life coach. and mentor. By day, he works to assist CPAs and Bookkeepers in building their practice with the use of effective accounting solutions. At night, he is a life coach and mentor to men who struggle with relational brokenness. In all walks of life, he sees the value of building relationships and the value of the person standing before him. During his spare time, he finds time to be a single dad to three wonderful children.
Bob Miles is the Founder and CEO of Salad Technologies and enjoys working at the intersection of radically new technologies and the mass market. After training to become a pilot, Bob studied Aeronautical Engineering and began his career at Qantas Airways as a performance engineer. Bob co-founded the digital production company responsible for the series, The Green Way Up, which aired on both National Geographic and Netflix. Bob went on to specialize in product management for mobile applications and was co-founder of a connected car startup that developed networked software for consumer automobiles. After relocating to the United States, he took a position at a consumer drone manufacturer where his passion for aviation coalesced with his expertise in building networked applications.
Across 3 episodes, we talk to Craig Evans, from one of our customers, iM3. IM3 are a family-owned veterinary Dental Company, that supplies veter the world with high-quality veterinary dental products. Headquartered in Sydney Australia and servicing customers globally from their offices in Australia, the USA, and Ireland, Craig is their MD for Europe and spoke to us from Dublin, Ireland. In this episode, Craig explains why he will be the strangest guest we have ever had, why he used to believe that CRM systems were a hindrance and how IM3
"centre of the universe" for his team across Europe.
In this single episode, David Beard from the Sage CRM team speaks with Danny Lewis, Founder & Owner of the UK's number 1 Sage CRM partner, QMulus Solutions.
In this episode we talk to Danny about his product range – specifically the Qnect 200 tool for the UK's Sage 200 product, what else they are working on in 2022 & Danny talks about a couple of his favorite customer stories.
Joan van den Brink is an experienced consultant and executive coach specialising in leadership and talent development, with 21 years of experience working with senior business leaders and executives. After graduating from the University of Cambridge, Joan began her career in marketing and operations before moving into management consultancy which led to the founding of her own firm, Araba Consultancy, in 2014. Joan provides bespoke leadership services for teams and individuals to create inclusive environments in which people can thrive.
Click here for an extract from her book.
Josh Linkner is a creative troublemaker. He has been the founder and CEO of five tech companies, which sold for a combined value of over $200 million, and is the author of four books including the New York Times bestsellers, Disciplined Dreaming, and The Road to Reinvention. He has helped launch over a hundred startups and was the Founding Partner of Detroit Venture Partners. Josh is also a passionate Detroiter, the father of four is a professional-level jazz guitarist, and has a slightly odd obsession for greasy pizza.
For more, visit JoshLinkner.com. Big Little Breakthroughs book on Amazon.
Dave Fink thinks the best-kept secret in marketing is hiding where you least expect it — your mailbox. Over a 20-year career, he’s generated hundreds of millions of dollars in ad revenue, powered viral sensations like Dollar Shave Club, and helped launch celebrity startups for Jessica Simpson, Mary-Kate, and Ashley Olsen. Now as founder and CEO of Postie, he’s out to reinvent direct mail marketing for a digital world. Find him on LinkedIn.
Conor McGarrity’s background includes KPMG and the public sector. Passionate about leveraging data for better audit outcomes and redefining the limits of what’s possible, he is the co-founder of Risk Insights - a specialist advisory firm that focuses on using data for internal and performance audit. He also enjoys displaying a unique blend of “skill” and “finesse” on the soccer field.
The Data Confident Auditor
Across TWO episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bertus Fick, COO of Opus Xenta who are a global technology company serving the death care profession.
Their solutions enable companies in this industry - cemeteries, funeral homes, and crematoria - with the tools they need to build out their digital presence - so they can manage their operations better, adapt to a changing market environment, and build out their digital presence.
In this episode, we continue from Bertus' reflections on how the Opus Xenta proposition enables cemeteries large & small to operate differently from decades of individual, flat systems, to a multi-dimensional system offering pre & post-care.
Andrew Lassise is the self-proclaimed "cheif dorkestrator" at Tech4Accountants, an IT company specializing in small accounting firms. He has become a thought leader in the data security space and is an expert on IRS publications in regards to cyber security. He and his team have helped thousands of accounting firms improve their security and adhere to technical standards from the IRS and AICPA.
Download a free security plan template
George Azih is a financial authority specializing in technical accounting and accounting research, who has served as an auditor for banks, insurance companies, and brokerage firms. Prior to LeaseQuery, he performed Accounting Research and Technical Accounting for a Fortune 500 company, where he specialized in lease accounting, sale-leaseback transactions, build-to-suit arrangements, debt restructurings, asset retirement obligations and purchase accounting. His previous experience also includes working as a Senior Auditor at a CPA firm, where he specialized in audits for financial institutions.
John Shaver is the Chief Value Officer at Axiology. After working for a few years in both the public and private sectors of accounting and finance he decided to jump into the entrepreneurial world. His belief is there are the types of issues that have always driven a wedge between customer and software partners over the years. It creates unnecessary stress on both sides. His passion and mission is to help customers use their systems to the greatest effect, it bothered him that customers perceived the software and the software partner to be necessary evils and as unknown costs to be avoided.
Randy Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2022. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year.
At our CPEToday.com site, listeners can get a CPE course for free using the code 1FREEPODCAS
Jason Richelson is CEO and Co-founder of Bookkeep, the smarter accounting automation platform for independent bookkeepers, accounting firms and growing businesses. Nearly 700 retailers and restaurants currently use Bookkeep, and the company manages $50M in merchant sales per month. He is also the creator of ShopKeep, a cloud-based point of sale system (sold to Lightspeed Commerce in 2021) used by more than 25,000 retailers and entrepreneurs to streamline their operations. With more than two decades deeply rooted in payments and automation, Jason is a sought-after speaker and author on point of sale, e-commerce, and accounting integrations.
Listeners can sign up for a demo of Bookkeep at https://www.bookkeep.com/sage.
Ford Baker was born and raised in Dallas, Texas. He graduated from Texas A&M University in 1986 and began his accounting career with the Houston office of Deloitte, Haskins & Sells. After returning to Dallas, Ford, joined the firm of Saville, Dodgen and Company progressing to Manager. After serving as the Chief Financial Officer for the North Texas Franchise of Terminix International he began his own tax and consulting practice in Dallas. Once Accounting is a client integration platform Ford created within his firm to solve tax workflow inefficiencies. Once Accounting was recently chosen for the AICPA 2022 Startup Accelerator program. Listeners can go to onceaccounting.com and use the promo code “SAGEROCKS” for free onboarding and training
Marsha Redmon is the secret weapon that elite law firms and lawyers have gone to for over 20 years to have a more powerful presence when they speak. She has become the go-to expert teaching professionals worldwide how to fix their virtual presence so they can speak with confidence and engage powerfully – to win clients, have an impact, and own their niche. Marsha is a former practicing attorney and award-winning TV journalist. Marsha practiced law at Gibson, Dunn & Crutcher and was an award-winning consumer and investigative reporter on television in major markets.
Check out Marsha's Thought Leadership Map.
Across TWO episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bertus Fick, COO of Opus Xenta who are a global technology company serving the death care profession.
Their solutions enable companies in this industry - cemeteries, funeral homes, and crematoria - with the tools they need to build out their digital presence - so they can manage their operations better, adapt to a changing market environment, and build out their digital presence.
In this episode, Jeff reflects with Bertus & Tommy on their shared history with CRM & earlier products, David asks Bertus to speak more about their specialism in death care and the business needs within that industry.
Julie Winkle Giulioni is a champion for workplace growth and development and helps executives and leaders optimize talent and potential within their organizations. One of Inc. Magazine’s Top 100 speakers, she’s the author of Promotions Are So Yesterday: Redefine Career Development. Help Employees Thrive and the co-author of the international bestseller, Help Them Grow or Watch Them Go: Career Conversations Organizations Need and Employees Want, translated into seven languages. Julie contributes articles on leadership, career development, and workplace trends to numerous publications including The Economist.
Susan Bryant began her career as an internal auditor with Bank One Corporation, now JP Morgan Chase, and joined The MB Group, LLC in April 2006 to lead the Accounting Services team which delivers comprehensive accounting solutions to growing businesses. For the past 15 years, Susan has served her clients in a variety of capacities with her favorite roles being the architect of accounting processes, M&A advisor, and tax strategist. Susan’s passion is transforming the lives of business owners by bringing order to the finance function and alleviating stress around taxes through proper and timely planning.
Brian Kelly, Brian is the Managing Partner at Cost Management Services-iRecruit and has over 25 years of experience in the Human Resources software and tax credit industry. CMS developed iRecruit for our Sage HRMS customers to meet the need to automate and streamline their recruiting, applicant tracking, and electronic onboarding operations. Brian has a BS in Finance from the University of Central Connecticut. He is a member of the Society for Human Resource Management. In his spare time Brian both plays and coaches ice-hockey, and is an avid golfer and boater.
Barry Spencer is the Co-Creator of Wealth With No Regrets, where they help individuals donate to charities of their choice, so they can save hundreds of thousands (sometimes millions of dollars) on tax while supporting causes they care about and cementing a meaningful legacy. Barry has written and contributed to 4 books, including a book with Kevin Harrington - an original 'shark' on the hit TV Show "Shark Tank"!
Yusuf Moolla is a Certified Internal Auditor who has over twenty years of experience in data and assurance. He has worked for both Deloitte and KPMG, leading audits and data projects globally, and is co-founder of Risk Insights - a specialist advisory firm that focuses on using data for internal and performance audits. He also is the author of The Data-Confident Internal Auditor: A Practical, Step-by-Step Guide.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Jeff, MD, from our partner AW Cape (that's AWCAPE.co.za) who specialize in delivering CRM and accounting solutions across the South African region.
In this episode, we talk to Jeff about other successes they have with Sage CRM, why centralizing support of customer support is critical, the importance of evolving process improvements, and what he would like to see appear in the product to support new ways of working.
Gabe Nelson is a Certified Financial Planner professional and founder of Gabe Nelson Financial, Inc., a registered investment advisory firm that offers fee-based financial planning and investment advisory services to solopreneurs and self-employed professionals throughout the United States. After earning a bachelor of science in economics from South Dakota State University, Gabe immediately entered the financial services industry. He has been featured in a Forbes article and hosts the podcast Solopreneur Money, and is the best-selling author of The Solopreneur's Money Manifesto.
Rob Eichhorn is the CEO of North49, a leading provider of eCommerce and customer self-serve solutions for Sage users. Rob has been involved in Sage software consulting for well over 25 years and has gained business experience across a multitude of industries allowing him to understand the challenges these businesses may have and find help them find solutions. In his spare time, Rob is an avid HAM radio operator and embraces using the art of morse code. Rob is also a competitive BBQer.
Businesses lost over 100 billion dollars in recent years, and that was all before the pandemic. Why? Bad customer service. Chris Lynam is an author, speaker, and small business owner with a unique perspective that could help to dramatically change any business through high-touch service, even in a touch-free world. Chris' is called The Choreography of Customer Service: High Touch Service in a Touch-Free World.
Evan Ryan is the founder of Teammate AI, helping entrepreneurs scale their businesses using artificial intelligence. Teammate has launched and powered businesses such as Lede AI and ContentX, which use AI to write, edit, and publish content—all without human intervention. Over the past five years, Teammate has helped hundreds of businesses save millions of hours by using AI in everything from small tasks to complex, multi-day processes. Evan spends most of his time showing entrepreneurs how to save time with AI and designing solutions that help teams stop being human computers and start creating bigger, more dynamic value.
Bill Berman is a seasoned consultant with more than 30 years of experience as an executive coach, senior line manager, clinician, and academic. He has been assessing individuals since 1983, delivered organizational consulting and executive coaching since 1993, and has consulted to executives and C-suite business leaders since returning to full-time consulting in 2004. Bill started his own software company in 1994 to track healthcare outcomes, which he grew and subsequently sold to The Echo Group, an enterprise healthcare information system company.
Speaker, trainer and award-winning entrepreneur Cameka Smith is all about growth and empowerment. She is the Founder of The BOSS Network—a professional women’s organization that has received multiple accolades, including being listed as a “Top 10 Website for Career and Entrepreneurial Women, by Forbes Magazine and One of the Best Websites for Entrepreneurs, by Inc. Magazine”. Her passion for education prompted her to launch BOSS On Campus, an initiative to develop the next generation of young leaders and entrepreneurs.
Sage Invest in Progress grant to empower Black women entrepreneurs. Each Sage Invest in Progress grant awardee will receive:
- $10,000 USD grant
- Quarterly business training courses through BOSS University sponsored by Sage, including topics on Marketing, Finance, Customer Service, and Business Strategy
- Access to The BOSS Network online community
- Complimentary Sage Business Cloud Accounting software
Join The BOSS Network and use code BOSSSAVE25 for 25% off.
Mac Schlesinger has gone from minimum wage warehouse worker to Amazon Tycoon. His Amazon journey began over 10 years ago when he started off buying discounted goods from the local shopping mall and selling it for profit online. Mac became fascinated by the world of e-commerce and began to experiment with simple strategies like selling retail arbitrage, drop-shipping, and selling his own private label products. After growing his own online business over 7 figures he discovered the key ingredients to hacking the Amazon game and now he helps other Amazon sellers do the same.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Jeff, MD, from our partner AW Cape (that's AWCAPE.co.za) who specialize in delivering CRM and accounting solutions across the South African region.
In this episode we talk to Jeff about his history with AWCape & how they have delivered Sage CRM into one of the largest sectional title developments in South Africa - delivering a slick maintenance services engine that caters to burst geysers, electrical faults, leaking taps, other maintenance and repair issues for residents in the village.
Shawn Parikh is the Founder and CEO of Entigrity and myCPE Group. In his role, he spearheads company operations, cementing the relationships that Entigrity has with the accounting community globally. Shawn oversees service conceptualization, strategy creation, administration, and finance. Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understands the staffing-related challenges plaguing the accounting community.
Ramon Ray is an entrepreneur who is passionate about small business success. He's started five companies and sold two of them and is the author of several books, including Celebrity CEO. Ramon has testified to the United States Congress, graduated from the FBI Citizens Academy, spoken at the White House, interviewed President Obama, and was with Ivanka Trump at the Global Entrepreneur Summit in India.
Learn more about Ramon at SmartHustle.com
MaryBeth Hyland is an author, speaker, and award-winning company culture expert MaryBeth found her passion as a facilitator and mindfulness coach, engaging with leaders within all industries to create possibility and ignite alignment between their values and their actions. MaryBeth is the founder and chief visionary of SparkVision and her awards include Circle of Excellence, Innovator of the Year, and Top 100 Women. With a BA in Social Work, MS in Nonprofit Management, and over a decade of experience transforming workplace cultures into flourishing and connected communities, she is committed to values-based mindfulness in the workplace.
Mike Arnold is the author of the book, "Slacking Off: A Successful Way to Work from Home" and he wrote it especially for those who are considering to work or are working from home and for anyone who has experienced the same things I mentioned earlier. He has been a work-from-home entrepreneur for OVER 15 YEARS and worked with major corporations such as Cox Automotive, Verizon SuperPages, and Major Commercial Finance companies.
Amazon.com: Slacking Off: A Successful Way to Work From Home eBook : Arnold, Michael W: Kindle Store
John Driscoll is the Founder and CEO of Naked Development, a creative agency that creates apps that stand out. They are the go-to agency for many Fortune 500 companies and the most exciting startups in the world. Some of their clients include Bank of America, the American Red Cross, and UPS. John has been an entrepreneur for over 20 years and has lectured at Rackspace and the University of Southern California among others. He has also worked with organizations including Wells Fargo, the American Red Cross, and the Bank of America.
Caleb Jenkins leads the outsourced tax planning and business accounting services team at RLJ Financial Services. At 16, Caleb became certified as a QuickBooks ProAdvisor and was recognized as the youngest QuickBooks ProAdvisor in the global ProAdvisor program. Caleb has won numerous awards such as Top 100 ProAdvisor, 40 Under 40, and many more. It has been Caleb’s joy and privilege to give back to this community by serving on numerous councils and advisory boards. One of Caleb’s many passions is volunteering for an organization that works with those in material poverty in over 20 countries across the world.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Jeff, MD, from our partner AW Cape (that's AWCAPE.co.za) who specialize in delivering CRM and accounting solutions across the South African region.
In this episode we talk to Jeff about his early life in South Africa, their recent project within a housing village where CRM manages resident interactions "like peas & carrots" with the financial system, and how AW Cape engaged customer stakeholders beyond the accounts team.
Across 2 episodes, we talk to Les Horenfeldt from one of our customers, the Responsible Gambling Council, based in Toronto, Ontario Canada. The Responsible Gambling Council (RGC) is an independent non-profit organization who work in the prevention of problem gambling in Canada and globally for more than 35 years. Les has overseen the implementation of both Sage Intacct & Sage CRM; a program of work that included change management, digital transformation & overlaying corporate governance.
In this episode, Les talks about the reasons for linking Sage CRM to Sage Intacct financials, their evolution of the Sage CRM product, how their Sage partner, BAASS Business Solutions, built success into RGC's project & the lessons they have to pass on to other business.
Amy Franko is the Founder and CEO of Amy Franko Associates. Her firm works with mid-market technology and professional services organizations to grow sales results, through both sales strategy and skill development programs. Her book, The Modern Seller, is an Amazon bestseller and was named a top sales book by Top Sales World. She is also recognized by LinkedIn as a Top Sales Voice.
Across 2 episodes, we talk to Les Horenfeldt from one of our customers, the Responsible Gambling Council, based in Toronto, Ontario Canada. The Responsible Gambling Council (RGC) is an independent non-profit organization who work in the prevention of problem gambling in Canada and globally for more than 35 years. Les has overseen the implementation of both Sage Intacct & Sage CRM; a program of work that included change management, digital transformation & overlaying corporate governance.
In this episode, Les talks about the reasons for looking into a CRM system, what he believes delivers successful systems implementations & how their Sage partner, BAASS Business Solutions, worked with them to deliver the project within their tight timeframe.
Todd Shapiro is president and CEO of the Illinois CPA Society, one of the largest state CPA societies in the nation, representing more than 22,600 accounting and finance professionals. Prior to joining the Society in 1998, he amassed 20 years of financial and managerial experience as director of finance for Unilever, a multinational consumer package goods company, as well as with Helene Curtis, Quaker Oats, Zenith Electronics, and Continental Bank. Shapiro is regularly recognized as a thought leader in the profession and has been named to Accounting Today’s list of the Top 100 Most Influential People in accounting for six consecutive years.
Decoding the Decline discusses the findings of the Illinois CPA Society’s survey of accounting students and young professionals to help decode what’s really behind the startling decline in CPA candidates and what we can do about it.
Jennifer Baker has over 15 years of People Experience. Starting her career early as a journalist, she went into the public relations space and finally landed in the HR world as a recruiter. She then took that passion for her candidates and turned her focus inward to colleagues as an Engagement and Experience leader in NA for Sage. She runs the leader engagement side for Sage and works with leadership in response to our survey that we put out twice a year and also works on the program side in response to colleague needs and feedback from the survey.
Sara Gibb is a professional bookkeeper who loves to help others do what they love by providing focused clarity and business support services. Born in Nanaimo, BC, and currently residing in the beautiful town of Chemainus BC, A bookkeeper for the last 13+ years, Sage Software has always been her #1 choice and go-to for all her Bookkeeping needs. Experienced in numerous industries, such as construction, franchise, retail, and restaurant, she not only understands the complex and sometimes difficult tasks of business budgeting, hiring, software application, but also the overall day-to-day issues and obstacles encountered by businesses every day.
Adam Prince is a Technical Fellow and has a global remit and leads the product management team managing the Sage Service Fabric. The Sage Service Fabric is a collection of best-in-class services to support common activities such as importing bank data, transferring funds (paying suppliers and employees), complying with tax reporting, enabling collaboration within our customer’s business organisations and identity management. Adam is passionate about supporting others and is a Sage Foundation Ambassador and member of the Sage Continuous Innovation community, focused on building better outcomes for our customers and supporting the wider communities we live and work in.
Trevor Merriden's expertise lies in “Clever Content”. He helps businesses punch above their weight by creating great issues-based content for them and boosting their visibility in their marketplace. Trevor was a B2B journalist, editor, and publisher for 20 years, then a director of a specialist PR agency. For the last decade, he's been an entrepreneur in thought leadership and content strategy. Also having written 3 high-profile business books, he has made many appearances on radio and TV. In his spare time, he founded and presented a radio show for 5 years – called “The Business”, which was essential listening for start-ups and SMEs.
Download The Thought Leadership Revolution Paper
Courtney Arrington is a certified public accountant and accounting influencer. Courtney owns and operates a virtual accounting practice offering tax and accounting services to social media influencers and small businesses. Courtney received her degree in Accounting from Virginia Commonwealth University. After college, Courtney began her career in public accounting, working for a large regional CPA firm in the tax practice, and later moved into a role as an investment accountant for a large insurance company. When she’s not working, Courtney writes a blog called, The Accounting Struggle, where she helps new accountants get acclimated to the field.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community.
In this episode David asks Nick to walk through a few more customer stories in manufacturing & membership scenarios, Jeff asks for Nick's view on cloud CRM usage by his customers and Jeff asks what Nick would like to see in future releases of Sage CRM.
Vivian J. Paige, MBA, MS, CPA, CGMA has extensive experience in taxation and accounting. She was a successful sole practitioner until selling her firm 10 years ago and joined the faculty of her alma mater, Old Dominion University. She is currently a member of the faculty at Christopher Newport University, where she serves as a mentor to the next generation of CPAs.
Clare Levison is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. In addition to her passion for professional ethics, Levison is a fervent financial literacy advocate and the author of “Frugal Isn’t Cheap: Spend Less, Save More, and Live Better.”
Lorena Diaz currently lives in Barcelona but is a citizen of the world. After graduated in Psychology, she started her career in Ireland where she acquired international experience in a Recruitment consultancy called CPL. Then she opened and managed a new CPL branch in Barcelona. Since early 2018 has worked at Sage as a Talent Acquisition Partner, initially for Spain and Portugal, lately for Global Product Delivery. Her passion for human development drives her to always go beyond her Talent responsibilities and bring happiness to everything she does.
Bill Woolsey is the President and Founder of FiveTwo, a network that equips faith-based entrepreneurs to launch a variety of sustainable startups. In 2015, the network launched a "Mother Teresa meets a friendly Mark Cuban" education process that helps entrepreneurial leaders to grow their dreams into nonprofits and small businesses that make a difference in financially sustainable ways. Bill is also the author of Seven Steps to Start, a practical how-to book written from a front-row seat of over 30 years of startup experience.
Kevin Cullen is the president of Leadera Consulting Group. He has spent 40 years working in the field of personal and organizational transformation, providing business consulting, training, and development to individual leaders and Fortune 500 companies. His expertise and commitment to the development of leadership skills within an organization have allowed business leaders to define and seize growth opportunities, rapidly improve performance, build the culture, and attain specific, measurable business results within their organizations. Kevin has found the key to achieving extraordinary results versus more of the same is created through disruption and coaches his clients on how to be effective disruptors in their organizations.
Free download: 7 Elements of a Breakthrough Charter
Free download: 9-Step Guide to an Effective Leadership Message
Gary Thomson, CPA, serves as a Practice Management Consultant to CPA Firms with a focus on strategy, leadership development and coaching, succession planning, owner compensation, M & A, culture, profitability, and innovation. Gary leverages his 35-years of public accounting to advise firms for the future. He is also a featured speaker on topics such as motivational leadership, accountability, as well as a variety of public policy issues. Gary currently serves as a member of the AICPA Council and in 2020 completed a term as Chairman of the Virginia Society of CPAs.
Ron Nash is an experienced business operations leader who has successfully developed and scaled multiple high-valued technology companies. He is known for executive leadership of high-growth breakthrough technology companies as well as for providing critical executive leadership in both rapid growth and turnaround situations in multibillion-dollar technology companies like Perot Systems and EDS. He has developed companies as a CEO and led both publicly and privately held companies and taken companies through their initial public offering. His book is entitled The Making of a Business Leader: My Path to Leadership in the Information Technology Industry.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community.
In this episode, we talk to Nick about the practicalities of running a front & back office project in parallel, the models he follows to ensure everyone is on the 'same page' when implementing & Nick shares customer stories on how they implement & use CRM.
Kevin Snow is a sales expert and a serious technology geek who knows how to help his clients take their automation game to the next level and is changing the game of business development. With a 20-year career working with brands like Frontier Communications, Nextel, Salesforce, and BNI, his knowledge, skills, and understanding of communication and technology are getting real results for the businesses he works with. Kevin knows how to integrate digital technology with your sales process in an authentic, professional way. He’ll show you what you’ve been missing in terms of ensuring an effective system of outreach, and trust-building.
For more text SELL SMARTER to 6124294298
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community.
In this episode Nick talks about his beginnings with supporting CRM for Sage UK customers, Jeff considers how beginning in a customer support role has helped to work with customers and how Nick works to get CRM into the first phase of accounting system implementations
Alan Berrey. Subject matter experts are the most valuable members of any organization. They establish a vision, forge paths, create products, solve problems, sell customers, and cure ailments. Companies cannot prosper without experts. Early in Alan Berrey's career, he recognized the influence of technical experts. In the decades since, he has chronicled experts and discovered why some wield massive power and persuasion, while others do not. He has summarized the influence of experts in his recent book, Beyond Expertise: How Trust, Vision, and Delivery Will Redefine Your Relationships with Customers and Colleagues
David Carmell is the founder of both DEALROCKiT and STARTUP ROCKiT and a top 50 global fintech thought leader who felt there had to be a better way for individuals and businesses to accelerate transactions, fast-track growth and launch new ventures and next acts. He recognized finding a better way required building something new. With that in mind, David set out to create a self-driving "I can take it from here" solution that removes the barriers between you and where you want to go.
Feel free to review DEALROCKiT.
Roger Philipp. For almost 30 years, Roger has motivated aspiring CPAs to pass the CPA Exam. As the lead instructor for Roger CPA Review, Roger connects overarching themes with helpful tips and tricks for the Audit, Business Environment & Concepts, Financial Accounting & Reporting, and Regulation sections of the CPA Exam. Throughout the program, Roger breaks down difficult accounting topics into simplified concepts. His renowned memory aids include creative mnemonics and humorous anecdotes that help students retain vital information in a fun and interesting way – improving students’ recall on exam day.
Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value. He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others. Bharat is the Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth, and a Board member of the American Society of Appraisers. His latest endeavor is his YouTube Channel What's It Worth? He lives in the San Francisco Bay area with his family.
Before Spreadsheet.com, Matt Robinson was founder and CEO of Rollbase, a low-code rapid application development platform acquired by Progress Software, and Recruitforce.com, a SaaS applicant tracking system acquired by Taleo, now known as Oracle Taleo Business Edition. He has a BS in Mathematics from Bates College and an MS in Management from Stanford University.
Offer: Free Premium level access to Spreadsheet.com until Oct 17, 2021
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode Ken explains how his latest product, S5Maps, is much more than just another route mapping tool, we ask Ken what he'd like to see in future releases of Sage CRM and Jeff outlines some thoughts on inclusions for future releases.
David is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real-time information. A graduate of CUNY Baruch College, and LIU C.W. Post, he has held high-level positions at the Top 3 accounting software providers. He is also an adjunct college professor. Additionally, he has been an IRS Chief and member of their speaker's bureau.
Gail Perry is the Editor-in-Chief at CPA Practice Advisor magazine, a print and online magazine that provides news and commentary as well as insights on technology solutions to help members of the accounting profession grow and succeed in their practices. She also is a tax accountant based in Indianapolis, financial planning advisor. Author of more than 30 books, she facilitates the AICPA/CPA.com workshop facilitator - "Financial Planning Advisory Services: An Extension of Your Tax Practice."
Dan Kraus is Vice President of Global Sales and Marketing at Vision33 and brings over 30 years of experience in the business software industry. During this time, he has led the development and execution of product, sales, and marketing strategies for some of the world’s largest ERP software brands. His career has been dedicated to helping businesses grow through accelerated sales, marketing, and customer service.
Jody Padar been described as a “feeling leader” - someone who is driven by a passion to foster real change in the accounting profession. Her path started in the tax department of a mid-size public accounting firm. Since then, her experiences leading her own firm (New Vision) and the transformational #radicalcpa movement have inspired her to look for what’s next.
Jason Parr is the President and CEO of Peisner Johnson, a State and Local Tax Consulting Firm. "We are the sales tax people"... we help companies gain peace of mind when it comes to sales and use tax obligations. Parr has been with the Firm for 25 years, starting out as a staff assistant in 1996. He grew up in the Firm, and has a deep knowledge regarding the pitfalls and successes of dealing with state and local taxes.
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode Ken reflects on the changes that working from home has meant for businesses investing in CRM, the extensive usage he has made of web self-service for customers and Jeff reflects on the rise of collaborative tools and their resonance with CRM, posing thoughts to Ken about the concept of a digital assistant.
AZ Zabala is an unshakable optimist, “connecter”, and leader who believes in a bright future and our ability to work together to build it. His ‘WHY’ is to inspire and empower people to achieve their goals so they can serve others and help them do the same.
Katie Dooley is the Founder of Paper Lime Creative, a branding and design agency in Edmonton, AB. Katie’s passion and talent for design have made her the first choice for businesses looking to amplify their branding. Her love of design and art took shape at a young age, and since then, she’s been soaking in as much knowledge about art, business, and design as she can. She takes the time to listen to people’s unique stories and goals to deliver stand-out work. It’s one of many reasons why Paper Lime Creative is known as a collaborative design agency.
Fred Figueiredo personal mission is to bring people closer together. Workwise, he specializes in mentoring and coaching organizations to accelerate the pace of business innovation. At Sage, he is the co-founder of the Continuous Innovation Community, a volunteer-based movement designed to create a thriving community of Sage colleagues who are excited to create meaningful innovation around the business.
Bron Dorrofield passion both personally and professionally is engaging with people, making the most of experiences (and taking the learnings from these), and doing what she can to make a difference to others.
Howard Tiersky is the Wall Street Journal bestselling author of Winning Digital Customers: The Antidote to Irrelevance. He was named by IDG as “One of The Top 10 Digital Transformation Influencers to Follow Today,” and by Enterprise Management 360° as “One of the Top 10 Digital Transformation Influencers That Will Change Your World.” Howard has launched two successful companies that help large brands transform to thrive in the digital age: FROM, The Digital Transformation Agency, and Innovation Loft.
Click here for a free chapter of Howard's book.
Bill Gaustad is the Manager of Channel Sales at SPS Commerce, responsible for driving growth through strategic partnerships. With over 10 years of experience in the industry, Bill has worked with thousands of customers, partners, and system publishers with the main goal of solving complex business problems through solutions, relationships, and expertise.
Dmitry Karpov is a co-founder and Chief Innovation Officer at ElectroNeek Robotics, an award-winning RPA platform for managed service providers and IT teams. ElectroNeek was founded in 2019, and it took the company less than two years to be named a momentum leader along with global RPA leaders, report a 5x annual revenue growth in 2020, and reach $100M+ valuation after a Series A funding round in May 2021. Now the company has more than 200 partners globally, including Fortune 500 companies. Dmitry believes that this rapid growth is a product of ElectroNeek’s dedicated team and the company’s key mission to enable and support automation businesses across the world.
Visit - http://electroneek.com/sage for more.
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode, we talk to Ken about their entry into the world of Sage CRM back in the early 2000s, the customers he has worked with, and how he positions solutions with integrations, web self-service, and more.
Ford Baker, CPA, has over 35 years of experience in the public accounting industry with 20 years of experience running a firm, BaCo Group, PLLC. Ford had a passion for improving efficiency and removing unnecessary clutter when he saw what the industry was doing to his health and lost 200 pounds after the fact, so he developed a transaction-based workflow in Excel with other data gathering tools that allow CPAs to work on this year’s taxes this year. It is now a patented cloud accounting solution that improves client services and efficiency. Ford is a regular contributor to many accounting publications and has taught many webinars on his accounting workflow and efficiency.
Click here for a free 1-month trial
Omi Diaz-Cooper is a marketing fireball who burns with perpetual energy (fueled in part by Cuban ‘cafecito’) and an impressive skill set. Her expertise ranges from anthropology to several languages. In 2000, Omi co-founded Diaz & Cooper Advertising with her husband, Todd Cooper. The agency is a six-time Top 25 South Florida Advertising Agency and a gold-certified HubSpot Solutions Partner.
Jon Mertz is the founder of Santa Fe Innovates, a social entrepreneur accelerator program and community. He also is an interdisciplinary leadership doctoral candidate at Creighton University with research focused on social enterprise leadership and moral courage. Jon’s background includes marketing and business development executive and leadership roles for entrepreneurial and enterprise companies including Deloitte and IBM, along with serving in Washington, DC, in various political appointments.
Don Farber has 30 years of experience with ERP, CRM, and HR applications and -- over the past 20 years -- has specialized in the area of Business Activity Monitoring; a combination of data mining and actionable response. Don was a co-founder of Vineyardsoft Corporation, the developers of the "KnowledgeSync" solution which is available to Sage customers under the name Sage Alerts & Workflow. Don resides on Whidbey Island, off the coast of Seattle, and is a frequent speaker at industry events.
Jim Fournier is an entrepreneur and social media visionary who works at the intersection of technology and humanitarianism. He is the founder and CEO of numerous successful companies including Planetwork, ClimatePath, and JLINC Labs, Most recently Jim launched Tru Social - a social media app designed to reestablish the basis of truth online.
A Turkish journalist and author, Mustafa Akyol studied political science and history at Bogazici University. Since the early 2000s, he has been writing regular opinion columns for Turkish publications like Hurriyet Daily News, and recently for the Middle-East focused Al-Monitor.com. Since fall 2013, he is also a regular contributing opinion writer for The New York Times. He has published six books in Turkish, including “Rethinking the Kurdish Question: What Went Wrong, What Next?” (2005). His 2011 book, “Islam Without Extremes: A Muslim Case for Liberty” an argument for Islamic liberalism, was published in the W.W. Norton.
Raj De Datta is Co-Founder and CEO of BloomReach, a leading software platform for digital commerce experiences that powers brands representing 25% of retail eCommerce in the US and the UK. Raj is a multiple-time entrepreneur. Before launching Bloomreach, he was entrepreneur-in-residence at Mohr-Davidow Ventures, served as Cisco’s director of product marketing, and was on the founding team of telecom company FirstMark Communications. Raj serves on the Council for Player Development for the US Tennis Association, as a Founder Partner at seed-stage venture capital firm Founder Collective and an individual investor in over 20 start-ups. Raj is the author of the upcoming book from Columbia University Press, The Digital Seeker which is a guide for digital teams to build winning experiences.
Dale Garabedian founded The Garabedian Group, Inc. in 2009 after being the managing partner of Abaci & Garabedian, CPAs, for 28 years. His role has been to develop and grow the firm from its inception through client acquisition and retention. His areas of expertise include tax compliance, assurance services, outsourced CFO services, financial planning, wealth management, and business advisory services. Dale provides year-round business and taxation advice. He shifts the image of a traditional CPA firm to one that is compassionate, supportive, and attentive.
Deb Raskob has spent most of her career working in accounting for manufacturing companies, working her way up to Controller. In 2015 a friend suggested she would be a good fit as a Sage X3 Financial Consultant. As there were not a lot of options for growth with her previous employer, she decided to change career paths. For the last five years, she has been working with new and existing Sage X3 customers and now partners to implement and upgrade Sage X3.
Ten Factors of Price Sensitivity
Thomas Nagle identifies ten factors affecting price sensitivity in their book, The Strategy and Tactics of Pricing.
- Perceived Substitutes Effect
- Unique Value Effect
- Switching Cost Effect
- Difficult Comparison Effect
- Price Quality Effect
- Expenditure Effect
- End-benefit Effect
- Shared-cost Effect
- Fairness Effect
- Inventory Effect
Don Schmincke is an Award-Winning Speaker, Researcher, and Internationally Recognized Leader in Organizational Development.
Written books (2 best-sellers) and delivered over 1,700 speeches.
Check out Don's current and upcoming micro-courses.
Chris Mele is a Managing Partner at Software Pricing Partners. Chris and his team help B2B software companies develop innovative pricing strategies that delight customers (and frustrate competitors) while minimizing risk at every stage of the pricing process. This singular focus has inspired the most advanced monetization methodology in the B2B software industry and delivers top-line growth, better profitability, and higher valuations.
Charles Cooke is the senior writer for National Review. A graduate of the University of Oxford, at which he studied modern history and politics, Charles is a frequent guest on HBO’s Real Time with Bill Maher and has broadcast for the BBC, MSNBC, Fox News, and Fox Business. He immigrated to the United States in 2011 and became an American citizen in 2018.
Greg Watt is President & Chief Executive Officer of WATT Global Media where he directs the company’s strategic vision, corporate culture initiatives, revenue growth, and acquisition selection/integration. Greg is the fourth generation to lead the company which was founded in 1917 by James W. Watt his great-grandfather. Corporate offices are in Rockford, Illinois with employees and partners across the United States, England, China, Spain, Greece, and the Netherlands. The global WATT media audience and client base for professionals in the petfood manufacturing, animal feed, and poultry industries are located in more than 190 countries.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Amanda Markham, CRM Director for Ethosystems who specialize in delivering CRM and accounting solutions into the construction and related industries.
In this episode, Amanda dives deeper into how she makes CRM & back-office tools to talk together & the value this brings to the contractors, in whatever industry they work in and rounds up the whole story on bringing efficiency and data capture improvements via Sage CRM to her customers across the country.
Warren Shaeffer is a 2x company co-founder, a 2x human co-founder, and a 1st generation American. He's currently the CEO and Co-founder of Knowable, a venture-backed audio platform whose mission is to unlock billions of hours of learning time in order to help more people achieve their potential. He started Knowable to solve his own problem: he wanted to learn new skills, but couldn't find the time for video courses.
Dr. Stein Smith is an Assistant Professor in the Business and Economics department. Before transitioning to academia full time, beginning with his appointment to a faculty position at Rutgers University, he worked in several corporate financial planning and accounting roles in both the for-profit and non-profit sectors. Dr. Stein Smith is actively engaged in the accounting community, having been awarded the NJCPA 30 under 30 in 2015, the Institute of Management Accountants Young Professional of the Year Award in 2016, and currently serves on the Fairleigh Dickinson University Alumni Association Board of Governors. Sean is also a member of the 2017 Class of the AICPA Leadership Academy.
Jody Thompson is a world-recognized future workplace expert and change-maker who has been featured on the covers of BusinessWeek, Workforce Management Magazine, HR Magazine, and HR Executive Magazine, as well as in the New York Times, TIME Magazine, USA Today, and on Good Morning America, CNBC, MSNBC and CNN.
Since 2003, Jody and her team are leading the effort to permanently change the way work gets done. They are at the forefront of workplace reinvention across the globe in multiple industries, with both location-specific and knowledge-based roles.
Jody is the co-creator of the proven management innovation system, the Results-Only Work Environment™ (ROWE™).
Brian Goldberg enjoys helping Polen Capital provide financial security and peace of mind for its many clients. As General Counsel and Chief Compliance Officer of the Boca Raton, Florida-based investment management firm, Brian is responsible for leading the organization’s Legal and Compliance team and making sure that all activities of the company meet or exceed legal and regulatory standards. Brian returned home to South Florida to join Polen Capital in 2014, following his time as an associate in a New York City law firm’s investment management practice.
Craig O’Neill was appointed to the position of Chief Executive Officer at Versapay Corporation in 2013. He has more than 22 years of experience delivering enterprise software. His background includes management of large development groups, designing and building foundational components of corporate system architectures and applications, overseeing enterprise CRM implementations, and driving strategic business initiatives. Craig holds a degree from the University of Toronto in Computer Science and Mathematics.
Aaron Johnson is the CEO and President of APS, a leading payroll and HR technology organization. Aaron leads the company’s overall operations, setting the tone, vision, and culture of APS. Aaron prefers a hands-on leadership style, working closely with all departments to ensure the company is providing exceptional technology and services to its clients. Aaron received his Bachelor’s Degree in Marketing from Louisiana Tech University and went on to earn his Master of Business Administration degree from Louisiana State University.
Joni Girardi is the Founder & CEO of DataSelf which helps organizations use big data and analytics to gain and sustain a competitive edge. He is passionate about how our lizard brains handle technology and business. He works at the point where analytics, cognitive science, human behavior, and business all come together.
James Hanson is the VP of Business Development for Prophix. James has over 20 years of experience in business development in the B2B & B2C technology market and worked across virtually every IT sector from major technology brands like IBM and Microsoft to emerging software start-ups. James has run businesses, set up businesses, and been part of the senior executive team that successfully led the acquisition of a UK software business by a large North American organization. In his role at Prophix James sits on the executive team and is responsible for managing Prophix’s Global Strategic Partnership with Sage.
Patrick Reasonover is the lead Producer on They Say It Can’t be Done. He previously produced the award-winning feature-length documentary Of Dogs and Men. He is co-creator and producer on an animated comedy web series based on the NY Times bestselling book series, “The Politically Incorrect Guides,” also to be released Fall 2020. Through his work with corporate partners, Patrick has produced more than 300 animated, documentary, virtual reality, and narrative projects. He holds a B.A. from Emory University in Creative Writing and Philosophy.
David Nour - A senior leadership/board advisor, educator, executive coach, and bestselling author, David is internationally recognized as the leading expert on applications of strategic relationships in profitable growth, sustained innovation, and lasting change. The author of eleven books, including bestsellers Relationship Economics® and Co-Create, as well as the forthcoming Curve Benders, Nour serves as a trusted advisor to global clients and coaches corporate leaders. He is an adjunct professor at the Goizueta Business School at Emory University and was named to the Thinkers 50 Radar Class of 2021 list.
Pre-Order Curve Benders Book and get a Learning Sprint Course ($2,500 value)
Tory Brunker is the Director of Product Marketing for Commerce at Adobe. Her focus is on the development of memorable commerce experiences across all customer touchpoints for B2B and B2C organizations using Adobe Commerce, powered by Magento. Tory previously held marketing and eCommerce leadership roles at Dell and Office Depot where she was utilized B2B digital channels and online lead generation to drive 350 percent year-over-year customer acquisition. Outside of work, you can find Tory at a local sports field, cheering on her daughter and son.
Casey J. Ashley joined the Sage family in March 2018. He currently serves as an Inside Sales Manager in North America for the Specialized Small Group portfolio, with products supporting both Small & Medium Segments. Prior to that, he worked in the FinTech & MarTech industries. He is an inspirational leader to the core. He believes that focusing on people and creating a culture-centric approach allows him to maximize the success of everyone. This approach ultimately drives the results needed for the individual, the team, and the company’s goals. He is a firm believer in personal development and personal accountability in pursuit of becoming the best version of himself.
www.linkedin.com/in/caseymeansbusiness
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Amanda Markham, CRM Director for Ethosystems who specialize in delivering CRM and accounting solutions into the construction and related industries.
In this episode, Jeff delves further into the challenges of the construction industry, asks Amanda about different forms of construction business types and how CRM is set-up to help their business in different ways & the paramount issue for construction business across North America.
Trey Johnson is the Chief Evangelist and Americas Business Leader for ZAP. ZAP is delivering an edition of this product as Sage Data & Analytics (SD&A) for the Sage 300, Sage 100 and Sage X3 customer base, data and analytics on Sage ERP has never been a bigger passion for Trey. When not talking about Data & Analytics, you can often find Trey turning a wrench on a classic Porsche automobile restoration.
Olivia Brown is the Director of Business Development for North America at Tangerine Software. She has over seven years of experience in roles spanning account management, sales, and business development. Olivia is responsible for growing market share for the Sage Enterprise Intelligence solution in North America. She works closely with Sage Partners to help establish and grow their business intelligence practices.
Bill Cox, CEO of Martus Solutions, has spent over 35 years as an entrepreneur and business owner. He developed accounting and cable television management software early in his career. Later, his involvement with startup companies and acquisitions led him to develop tools that helped keep his finger on the financial pulse of these companies. In 2008, he formed Martus Solutions to develop solutions that provide nonprofits and businesses with critical financial planning tools and decision-support information.
Jenway Lee is the Director of Strategic Partnerships at Bill.com, where he's responsible for Mid-Market SaaS ERP, VAR, and ISV partnerships. He has a passion for unlocking the true potential of strategic partnerships and achieving more together than either could on their own. This bi-lateral approach to partnerships helped Bill.com with Sage Intacct's 2019-2020 Marketplace Partner of the Year award and establish deep partnerships with Sage Intacct's top channel partners.
Arianna Campbell is a Shareholder and Consultant at Boomer Consulting and is presenting a session entitled Creating an Environment of Diversity, Equity, Inclusion & Belonging as part of Sage Wednesday Wisdom Series.
As head of corporate strategy and business development at Emburse, Omar Qari is responsible for global strategic partnerships and across all brands. Omar has more than 10 years of experience in B2B software. He joined Emburse in 2018 via the acquisition of Abacus, where he served as co-founder & CEO. Before his current role, he spent a year as GM of the Abacus business. Prior to Abacus, Omar spent five years in private equity, investing in financial technologies companies.
Tyler Bower is Director of Cloud at Cloud at Work™ the premier Sage hosting provider supporting Sage applications in the cloud. With their extensive knowledge of both Sage and Cloud technology, Tyler and his team have helped thousands of users achieve peace of mind by converting their applications to a SaaS experience. The key architect behind their best-in-class cloud offerings, Tyler works with customers to customize the Cloud journey to their organizational needs. Prior to Cloud at Work Tyler spent 6 years working on and building cloud organizations geared toward Sage Software.
You can learn more at www.THEcloudatwork.com
Kumar Siddhartha is CEO, Founder, and Managing Director of Greytrix and GUMU™ Cloud, one of the oldest and the largest Sage Partner worldwide, with expertise in Application Integration Solutions for Sage customers for the last 21 years employing more than 250 software consultants and a thousand Customers worldwide. A parallel entrepreneur with multiple successful consulting and product organizations Kumar’s passion is to build a seamlessly connected world of applications.
Neil Robertson has a 41-year track record of building successful direct and channel global software businesses predominately in the financial software marketplace. Neil Robertson was founder, investor, and CEO of Compleat Software in 2008 and is now the Executive Chairman. Neil has been at the forefront of technological innovations with a long track record of building disruptive start-ups into successful global businesses, including his time as CEO EMEA of Great Plains where he built the business outside of the USA from 1995 - 2001. Compleat is no exception and is now perhaps the most disruptive of them all.
Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Amanda Markham, CRM Director for Ethosystems who specialize in delivering CRM and accounting solutions into the construction and related industries.
In this episode we talk to Amanda from Ethosystems based in the US about the uniqueness of their Sage CRM proposition for the Construction & Real Estate sector; Jeff drops in a history lesson on the Tower of London and Amanda explains how she tells the "the CRM story" within the construction sector.
A proven results-oriented finance and operations executive, Leah has 20 years of experience supporting agency leaders develop and achieve strategic plans that lead to consistent growth and award-winning client work. She has advised C-level execs at the operational, regional, and global levels on issues of financial leadership, agency acquisitions, operating system implementation, information technology integration, agency transitions, management of capital projects, as well as fee, scope, and contract negotiations. Her agency experience includes time most recently at Grey Canada as Chief Operating Officer plus financial leadership roles at Grey SF, DDB Canada, Downtown Partners, Echo Advertising, and Rapp Collins Worldwide.
Bill Henslee is a founder and the chief technology officer for Lockstep. Lockstep is helping companies go digital with a new solution called connected accounting. Bill has over 30 years of experience in the software industry as the founder of e2b teknologies, a valued Partner of Sage, and developing software solutions for accounting departments.
Jonathan Stark is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals.
Jackie Brown is best known for her long history of commitment to the profession and CPAs in Maryland, having joined MACPA’s staff in July 1980. Since then, she has provided management oversight in almost every functional area of the Association, including public relations, professional development, membership, marketing, committees, and chapters. She assumed the new position of CEO in 2021, responsible for leading MACPA’s team as well as serving as liaison to the Board of Directors and several of its appointed task forces.
Scott Whitney is a Senior Professional Services Consultant with the North American Center of Excellence, formerly the Professional Services Group. Scott is part of a team responsible for consulting, implementing, and supporting our customer and partner success through the Sage X3 product. He accomplishes this using a highly interpersonal style and 30+ years of Operational leadership and extensive experience in supply chain operations.
Michael Frew is an acquisition entrepreneur who buys online companies, primarily software and Software as a Service companies. He enjoyed a 20-year career as a software developer and information security specialist before purchasing his first online affiliate business in 2015. Today, he manages a growing 7 figure portfolio of online companies and manages his accounting using Sage Business Cloud.
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc thinks out loud about the future trends he sees in CRM - from collaboration to integration, the reality of what customers really ask for & he will build - this year & into the next.
Susan Markey represents clients in general corporate, taxation, and nonprofit matters. She draws from a diverse background in government, accounting, and law to serve as a holistic business advisor, and believes that legal advice should be both easy to understand and practical. Susan assists clients with a wide array of tax issues, including tax controversies, audits, appeals, planning, and structuring, as well as researching tax law, drafting legal appeals, and memoranda. Susan also counsels clients on mergers and acquisitions, business formation, joint ventures, and general corporate matters, while leveraging her tax background to help guide them toward profitable solutions.
Scott Peterson is Vice President of U.S. Tax Policy and of Government Relations for Avalara, Inc. Scott is a frequent speaker and is a nationally recognized expert on sales tax policy, sales tax administration, and sales tax automation. Accounting Today named Scott to the Top 100 Most Influential People in Accounting in 2018, 2019 and 2020. Prior to joining Avalara Scott was the first Executive Director of the Streamlined Sales Tax Governing Board and Director of the South Dakota Sales Tax Division. A U.S. Army veteran Scott holds a master’s degree from the University of South Dakota. Read Avalara's full report.
Alex Nowrasteh is the director of immigration and trade at the Cato Institute’s Herbert A. Stiefel Center for Trade Policy Studies. His popular publications have appeared in the Wall Street Journal, USA Today, the Washington Post, and most other major publications in the United States. His peer-reviewed academic publications have appeared in The World Bank Economic Review, the Journal of Economic Behavior and Organization, Public Choice, and others. Alex regularly appears on Fox News, MSNBC, Bloomberg, NPR, and numerous television and radio stations across the United States.
Christopher Skinner is a mathematician, computational linguist, connecting business metrics to the psychology of employees and customers.
Catherine Dahl is the CEO and co-founder of Beanworks by Quadient, also known as Sage AP Automation, an innovative platform that connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and reducing costs. As a CPA and CMA professional, she knows first-hand the challenges of financial management and is dedicated to driving change through innovation.
Receive a $50 gift card for attending an AP automation demo.
Dre Baldwin is a graduate of Penn State University and had a nine-year career as a professional basketball player. He’s a noted expert in discipline, confidence, mental toughness, and personal initiative. He authored 27 books and holds a YouTube Silver Play Button (100,000+ downloads). Today, he makes it easy for entrepreneurs to have consistent mental toughness and confidence to deliver their best, mentally and physically, even when they least feel like it. Learn more at www.workonyourgame.com and www.dreallday.com.