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Thought Leader - Excerpt from TSOE - On Public Speaking

American journalist Roscoe Drummond said: “The mind is a wonderful thing. It starts working the minute you’re born and never stops until you get up to speak in public.” Is it really true that people fear public speaking more than they fear death?


Thought Leader - Al Caicedo on preserving the wealth of clients

Al Caicedo is President and Owner of CKS Summit Group, founded in 1996. Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market...


Thought Leader - Jim Filicetti on the best questions to ask to uncover prospect value

Jim Filicetti’s dream is to make the lives of accountants and their clients better by helping them systematize and automate their accounting processes. As a sought-after speaker on automating accounting offices, he knows the day-to-day struggles of small firms first hand.


Sage Colleague - Trent Kennedy on making accounting data a strategic asset

Trent Kennedy is the Accounting Business Solutions Manager for Sage. At Sage he has worked will several Sage products across different areas of specialization including working directly with customers and Sage Accountants Network members. In addition to his work at Sage, he is an active volunteer with the Sage Foundation.


Thought Leader Jon Hubbard on the Guide/Hero Dynamic of accounting professionals

Jon Hubbard, Director at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent, and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle and Boomer Marketing & BD Circle (launching Fall 2019). He also guides firms to grow and be more effective in the areas of client service, marketing, and business development. Jon speaks at various industry conferences, user conferences, state societies, and associations. He is a...


Sage Partner - James Gibson on getting his doctorate in value pricing

James R. Gibson is the Founder and CEO of PMO Solutions, Inc., a full-service consultancy corporation specializing in Enterprise Resource Planning (ERP) system sales and project management services. As a noted subject matter expert, Gibson has been profiled in numerous publications including Accounting Technology Magazine and He has extensive knowledge and holds multiple software and training certifications. His many years of diverse professional experience span...


Sage Customer - Tierney Santoro on her passion for custom automation

Tierney Santoro is an Intacct administrator and staff accountant at The Menta Group, an educational non-profit running schools for at-risk youth. She is an active member of the Chicago Sage Intacct Customer Meetup group and has a passion for implementing product customization and automation to make work easier! She has over seven years of experience working in non-profits and finds joy in working for organizations that make a positive impact on the local community.


Thought Leader - Ryan Lazanis on his passion for the future of the accounting profession

Ryan Lazanis, CPA, CA founded Xen Accounting in 2013, a 100% cloud-based accounting firm. Following its acquisition in 2018, Ryan started Future Firm ( which provides resources & consulting to firms looking to setup an online, automated and modern firm of their own. He has a free weekly newsletter ( that summarizes the top 5 pieces of news to know about each week to help evolve your firm into the future.


Thought Leader - Eric Wade on the future of crypto and blockchain technology

Eric Wade is an internet entrepreneur and investor who began picking stocks and trading futures contracts in college, using his expertise to become a Certified Financial Manager at the largest American retail brokerage. He eventually sold the internet domain of his nickname – – for over US$1 million. Eric has also been an angel investor, a movie scriptwriter and the founder of a family business that was recognized locally and internationally. He has also worked with some of...


Sage Partner - Jeff Franklin on being more than "just EDI"

Jeff Franklin is the senior channel development manager for TrueCommerce, a leader for commerce networks including EDI, e-commerce, vendor and supplier enablement, and warehouse management. Jeff supports the mid-market companies with everything needed for the growing commerce network demands.


Thought Leader - Megan Lewczyk on the CPA exam and licensure

Megan Lewczyk is a CPA, location independent entrepreneur, lifelong learner, and named "20 Under 40" in the Accounting Profession in 2017 and 2018 by CPA Practice Advisor. She started her career in Big 4 IT Attestation and Assurance but decided to take the leap and pursue her passion for helping create the next generation of CPAs. She was appointed in May 2017 as Chief Operating Officer at Yaeger CPA Review after joining the company in 2015. She previously led the Content Development...


TSOE Excerpt - Free-rider Friday - Gold Asteroids and Uber Subscriptions

In the glorious tradition of afternoon naps and Taco Tuesday, we are fast approaching the last Friday of the month which can only mean one thing…Free-Rider Friday! As many know, our typical show is “topic” driven. We dive deep into one subject for the length of the show, usually with a guest or two. Free-Rider Fridays are designed to be “event” driven, whatever issues are in the news that we (or you) find worthy of commentary. In economics, free riding means reaping the benefits from the...


Thought Leader - Sam McElroy on the psychology of personal finance

As a Co-Founder and Managing Member of @financial and @financial Investments, Sam McElroy has always made every effort to go a step beyond your typical financial advisory firm by utilizing client-focused discovery, planning, and implementation processes aimed at creating tailored solutions for both businesses and individuals. In addition to traditional planning concepts, Sam has focused on the development of a practical-based approach to customizing effective solutions on an individual basis.


Sage Colleague - Madison Grant on becoming goal oriented

Madison Grant is a business student at Clark Atlanta University who seeks to further her knowledge and experience in marketing and advertisement. She currently works as an intern for Sage.


Thought Leader - Aaron Berson on the challenge of finding new technology

Aaron Berson is the managing director of VRTL at Gettry Marcus, Aaron specializes in cloud-based accounting integration, conversion, and implementation as well as assisting clients with developing financial and growth strategies. he was named one of the Top 50 Cloud Accountants in North America by HubDoc.



The idea for this show started when we ran across the book Spurious Correlations by Tyler Vigen at the San Jose Tech Museum. Ed and Ron both picked it up and immediately loved it. And a show was born! So what’s up with the show title??? Literally translated, it means “the correlation false” and if you’ve been listening to the show for any period of time you probably picked up on the fact that Ed understands a thing or two about Latin.


Sage Customer - Roger Bayramian on his transformation to working at a not-for-profit

Roger Bayramian has been the Controller at the Children's Hunger Fund for the past 8 years, currently serving as Controller. His career included 10 years in real estate (primarily in escrow). He worked through the Great Recession, eventually leaving the industry in 2011 to go into non-profit work. Taking a non-traditional route to accounting, he combined an education in Computer Information Systems with practical accounting work, ongoing learning, determination, and perseverance. He has a...


Sage Customer - Jemelle Howell on going beyond the numbers

Jemelle Howell is the Assistant Manager of Finance at Massy United Insurance one of the leading general insurance companies in the Caribbean. She was the top performer for Barbados for the June 2014 when she sat for her exam. Her philosophy is to do the best she can and strive to get it right the first time.


Thought Leader - Jennifer Dymond using theatre improv in accounting

Jennifer Dymond is the founder of Spire Consulting Services. She has decades of accounting experience with a focus on keeping things automated. Jennifer is committed to staying up-to-date with the latest accounting trends and provide consulting services that work with or without the cloud.


Thought Leader - TSOE Excerpt - The Adaptive Capacity Model

All firms have a theoretical maximum capacity and a theoretical optimal capacity. From a strategy perspective, it is essential to see how that capacity is being allocated to each customer segment. Your maximum capacity is the total number of customers you firm can adequately service, while the optimal capacity is the point at which customers can be served adequately while maintaining your competitive advantage and pricing integrity.