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Sage Advice Podcast

Business & Economics Podcasts

The Sage Advice 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.

The Sage Advice 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.


United States


The Sage Advice 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.








Thought Leader - Gary Boomer on the resiliency of the accounting profession

L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning; mindset, skillsets, and toolsets for the future; change management and developing a training and learning culture. He also acts as a planning facilitator and coach to some of the accounting profession's top firms.


TSOE Excerpt - Warren Berger on how he became a Questionologist

Warren Berger has studied hundreds of the world’s foremost innovators, entrepreneurs, and creative thinkers to learn how they ask questions, generate original ideas, and solve problems. His writing and research appear regularly in Fast Company and Harvard Business Review. He is the author of the internationally acclaimed Glimmer—named one of Businessweek’s Best Innovation and Design Books of the Year—and the bestsellers A More Beautiful Question, and The Book of Beautiful Questions. He lives...


Thought Leader - David Carmell on "Big-guy/Little-guy" collaboration

David Carmell is the founder of DealRockit and is a passionate entrepreneur and serial acquirer who felt there had to be a better way for small businesses to accelerate transactions, fast-track growth, and navigate change. 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 revolutionizes business development and connects business stakeholders in unprecedented ways. Featured Big...


Sage Partner - Shayna Chapman with a COVID-19 Accounting Update

For years, Shayna Champman has been providing quality, personalized financial guidance to individuals and businesses. Surrounding herself with a knowledgeable team, the expertise ranges from basic tax management, accounting, and payroll services to more in-depth services such as financial statements, planning, and accounting technology services. In addition to her CPA, Shayna is a CITP (Certified Information Technology Professional) and a CGMA (Certified Global Management Accountant). She...


TSOE Excerpt - COVID-19 and the economy: Recovery or relapse

Will there be an effective COVID-19 vaccine by the end of the year? Will schools reopen? Will there be another expansion of government subsidies? As COVID cases increase, will more states lockdown again? Join Ed and Ron for all these questions and more, on our update on COVID-19 and the economy.


Sage Colleague - Tom Port on the changes to AutoEntry since the acquisition

Tom Port is the vice president of sales for North America at AutoEntry, an automated data entry solution for accountants, bookkeepers, and small and medium businesses. Tom is responsible for aligning sales objectives with overall business strategy and for developing outreach initiatives that promote client growth and customer satisfaction.


Sage Colleague - Rachel Fisch on C-19, Trends for 2020, and AI Update

I am pleased to welcome back Rachel Fisch, Product Evangelist with Sage Canada. We talk about COVID-19 and the short term effects on accounting professionals in the US and Canada, as well as trends we see continuing for the rest of 2020. Finally, we turn our attention to what is going on with AI (artificial intelligence) in accounting.


Thought Leader - Stephen Warley on why everyone should work for themselves

Stephen Warley is on a mission to prepare people for the future of work. Work is fundamentally changing as we know it (and faster than most people think!) and he is sounding the alarm to warn people how to prepare for it. Stephen has worked for himself for the past 20 years and believes self-employment is the future of work. He thinks it can be for everyone and not just a select few.


TSOE Excerpt - Celebrating the 300th episode of The Soul of Enterprise

Join us as we celebrate the 300th episode of The Soul of Enterprise. Ron and Ed had the tables turned on them and were interviewed by Matthew Burgess, a previous Guest on the show. Matthew promised and delivered on some fun conversation and insights into the workings of the show. A BIG THANK YOU to YOU, our audience, who has made this all possible. Episode #68 - Proper Project Management Episode #79 - Project Management: Proper project initiation Episode #194: Project Management -...


Thought Leader - Tommy Blinder on how accounting professionals can help their clients get loans

Tommy Blinder runs the funding team at Biz2Credit. He has 25 years of sales experience, including over 15 years in financial services for small businesses. Tommy has personally closed over $100 million in small business and commercial loans in his career, helping thousands of small business owners get access to credit. Before Biz2Credit, Tommy held sales leadership positions at Capital One, Chase, and Citi. As an area leader for Citi, he ran the top-performing business banking division for...


TSOE Excerpt - Howard Hansen on the Modes of Leadership

A bit more about Howard Hansen “My travels through the world of work and leadership include roles in management and consulting. I've watched and participated in the stories I now tell. The stories reflect moments of joy, pain and truth. They offer insights into what works and doesn't work for leaders. Now, approaching my 40th year of practicing management, consulting and coaching, I have been struck by how unhealthy workplaces have become. My journey now focuses on helping these places to...


Sage Partner - Dmitry Karpov on how robotic process automation is impacting the accounting profession

Dmitry Karpov is a cofounder and Chief Innovation Officer of ElectroNeek Robotics, an enterprise automation platform backed by Y Combinator and other Silicon Valley investors. Prior to ElectroNeek, Dmitry created and led EY Momentum, global corporate accelerator of Ernst & Young, based in Palo Alto. At EY, he focused on enabling innovation opportunities for the entire EY Global organization with more than 270k employees, leading annual global innovation challenge and investing in Intelligent...


Sage Partner - Rohit Arora on what we learned about the PPP and small businesses

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and FinTech. In 2011, he was named New York City's “Top Entrepreneur” by Crain’s New York Business, which named Biz2Credit among NYC’s “Fast 50” of 2014 and 2016. Rohit is frequently quoted on small business, banking and technology trends. He has appeared in The Wall St. Journal, CNBC, Fox Business, The NY Times, Bloomberg, American Banker, and others. He has met with top executives from the Federal...


Sage Partner - Eugene Bomba on the unit economic model and how it is effecting financial thinking

Eugene is a partner at PwC Canada focused on technology and venture capital. He advises clients on strategy, mergers and acquisitions, and financing, and other forms of equity across all their pre-IPO rounds. As a two-time startup CFO himself, Eugene has hands-on experience as an operator and brings a different lens as an advisor as a result. Eugene has led more than 10 financing rounds, 3 acquisitions, a go-public transaction, and a handful of other corporate development arrangements...


Thought Leader - Dr. Reginald Tomas Lee on what is wrong with traditional cost accounting

Dr. Reginald Tomas Lee, is an executive advisor and innovator in the areas of cost modeling and management, cash profitability, capacity management, and supply chain. He is the author of Strategic Cost Transformation and Lies, Damned Lies, and Cost Accounting, with Project Profitability forthcoming. He advises executives and their teams, helping them improve cash, capacity use and management, and accounting profit. Reginald is a professor in operations at Xavier University.


Thought Leader - Leah Wietholter on what is a data sleuth

Leah Wietholter is the CEO of Workman Forensics in Tulsa, Oklahoma. As a Certified Fraud Examiner and private investigator, Leah is an expert in following patterns to find money. While working for the Federal Bureau of Investigation, Wietholter discovered an interest and talent for forensic accounting. Following employment with the FBI, she worked as a Senior Certified Fraud Examiner at a public accounting firm in Tulsa. She then opened Workman Forensics to help clients become a modern-day...


Sage Partner - BJ O'Reilly on the problem of randsomware

BJ O’Reilly has worked with Sage software solutions for over 25 years. He began as a Sage 100 consultant and launched Information Systems Management (ISM) in 2001. He served as the President and Principal at ISM for 17 years, until the company merged with SWK Technologies, Inc. in 2018. BJ now serves as Chief Technology Officer at SWK and manages the Secure Cloud Hosting practice, delivering the benefits of Infrastructure-as-a-Service (IaaS) and cloud application hosting to SWK’s software...


TSOE Excerpt - Dr. Paul Thomas on decisiveness in business

Dr. Paul Thomas is a board-certified family medicine physician practicing in Corktown Detroit. His practice is Plum Health DPC, a Direct Primary Care service that is the first of its kind in Detroit and Wayne County. His mission is to deliver affordable, accessible health care services in Detroit and beyond. He has been featured on WDIV-TV Channel 4, WXYZ Channel 7, Crain's Detroit Business, and CBS Radio. He has been a speaker at TEDxDetroit. He is a graduate of Wayne State University...


Thought Leader - David McFarland on his non-traditional approach to business insurance

David McFarland is Founder and CEO of Coterie, a technology company that uses APIs to make buying business insurance easy. Coterie meets professionals where they already are, using data-based automation to remove hassle and confusion. The result is simple, reliable coverage for their businesses. Immediately prior to founding Coterie, David was Chief Actuary and Head of Insurance Product & Pricing at Clearcover, a personal auto insurtech in Chicago. David is a Fellow in the Casualty Actuarial...


Thought Leader - Blake Oliver on the accounting profession during the COVID-19 crisis

Blake Oliver is a CPA who specializes in cloud technology and the co-host of the Cloud Accounting Podcast, a weekly news update for accountants and bookkeepers. In 2016 and 2017, he was honored to be named to CPA Practice Advisor's “40 Under 40” list. In 2019, he was named to Accounting Today’s “Top 100 Most Influential People” list. This is Part One of a two-part interview. Part Two appears over at Blake's podcast - The Cloud Accounting Podcast.