Sage Advice Podcast-logo

Sage Advice Podcast

Business & Economics Podcasts >

More Information


United States








Sage Partner Michael Burdick of on the future of work

Michael Burdick is the co-founder and CEO at Paro. He and his team are empower finance and accounting professionals to embrace the future of work and disrupt the accounting industry. Michael believes that freelancing is an unstoppable and inspiring force, and he wants to pave the way to a future where freelancers can realize the intangible benefits of the future of work while having income predictability. Michael has been a regular contributor to Entrepreneur, Forbes, and HuffPost, on topics...


NextGen Accounting Series - Sage Colleague - Kriti Sharma on AI and the future of accounting

Technology has changed our behaviour to the point where the human connection has become a premium. Just look around a busy restaurant. There are probably more people looking at their devices than having conversations with those at their tables. And you’re probably not surprised. This means that automation and AI will not threaten the future of accountants, according to Kriti Sharma, VP of Artificial Intelligence at Sage. Instead, accountants have an opportunity to leverage their clients'...


Sage Colleague - Dave Faupel on the changing role of marketing in relationship to sales

Dave Faupel is the VP of Field Marketing for North America for Sage and is responsible for growing market share, demand, revenues and lifetime value through the development and execution of vital, compelling marketing programs. His mission is to deliver exceptional performance for Sage’s partners, customers and prospects. Among other philanthropic activities, Dave led the marketing outreach as a member of the Board of Directors of TechBridge, a nonprofit organization in Atlanta helping...


Thought Leader - Janice B Gordon on how to get found by your ideal customer

Janice B Gordon is a Visiting Fellow at Cranfield School of Management, she develops and delivers bespoke consultancy and training in key account management and social selling. Janice helps companies around the world, adopt the Scale Your Sales systematic approach to developing their leading-edge capabilities in securing, maintaining and growing their most valued customer relationships for lifetime partnerships.


Sage Partner - Blake Oliver of FloQast on the tie between Amazon's minimum wage policy and accounting

Blake Oliver is an accountant who specializes in cloud technology. He writes a weekly email newsletter for management accountants entitled Own Your Close. He works for FloQast as a Senior Product Marketing Manager, but he says a better title would be "Cloud Evangelist.” Before FloQast, he was a Manager in the Outsourced Finance & Accounting division of the Consulting practice at Armanino LLP, the largest California-based CPA & Consulting firm and a top 25 firm nationwide.


LIVE! - Thought Leader - Caleb Jenkins on TOTAL automation for customers

Caleb began working at RLJ Financial Services in 2009 and has been preparing tax returns and leading cloud accounting services since that time. Caleb was awarded the Philanthropic Excellence Award at AccountexUSA. Caleb has been featured in Accounting Today, CPA Practice Advisor, Insightful Accountant, Modesto Bee, Central Valley Business Journal, Karbon Editions, and Receipt Bank.


NextGen Accounting Series - Brandon Raja on Trailblazers Accountants

What's the one thing accountants can do to avoid becoming redundant in the face of automation? Be more curious. That's according to Brandon Rajah, director of Trailblazers Accountants and Northern Region Chair of the South African Institute of Professional Accountants (SAIPA). In this episode of the #NextGenAccountingseries, he talks to host Vincent Hofmann about why the majority of accountants are underselling themselves, and lack the confidence to adopt the mindset shift from bean...


Thought Leader - Simon Thorpe on the impact of AI on small businesses

Simon Thorpe is a Chartered Accountant who researched quoted companies at UBS for 22 years. He is an angel investor, entrepreneur, growth consultant, mentor and acts as non-executive director to technology companies. Simon is the Managing Partner at Delta2020, and a board member of CCG, Cambridge Angels and Angel Academe. He participates as a mentor for Angel Academe’s female entrepreneur programme and the University of Manchester. Simon is active in the UK technology sector with a portfolio...


LIVE! - Sage Colleague - Kevin Cumley on the excitement around the Client Advisory Services space

Kevin Cumley is Director of the Sage Intacct Accountants Program where he is responsible for managing the BPO / outsourcing channel in partnership with (an AICPA company). He started his career in public accounting during the 1980’s implementing the first generation of PC based accounting systems for small to mid-sized organizations. Kevin then founded and was President of Forepoint, an award winning reseller of accounting software which over the next 20 years became one of the...


LIVE! Sage Partner - David Cieslak on the latest in new technology gadgets

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes. A frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public...


NextGen Accounting Series - Young accountants: don't let your hard-earned qualification become your limitation

Are young accounting students and graduates thinking about entrepreneurship? Or are they letting their hard-earned qualifications become their limitations? In this episode, meet 28 year old Vangelis Kyriazis, founder of Office Badger and co-founder of Syft Analytics, who qualified as a CA, realised the corporate world was not for him, and started a business. And then another. Vincent Hofmann, Design Director at Inquisition and SiGNL and Co-Founder of The GoodWork Society, speaks to him...


LIVE! - Sage Colleague - Rachel Fisch on the problem with security on the Internet

Rachel Fisch joined Sage as Accountants Group Leader in July 2017 with over 20 years’ experience in bookkeeping and accounting, working her way up to Corporate Controller in industry, owning her own practice for 5 years, and most recently was National Bookkeeping Lead for Deloitte. Rachel is frequently in demand as a dynamic speaker and thought leader from local to international conferences and events. Rachel is an advocate of the highest level for technology in accounting with all the...


Thought Leader - Nicky Larkin on how accountants can help business deal with Brexit

Nicky Larkin is the Managing Director and founder of Goringe Accountants – a winner of the 2017 Venus Professional Advisor of the Year Award. She has wide experience in setting up finance teams and systems, managing all aspects of financial and management accountancy, installing best financial practice and gaining company financing. Nicky has been an active member of the Federation of Small Business and a former region Chair.


Thought Leader - Simon Barry on how businesses can use accelerators and incubators to grow

Simon Barry's career has spanned twenty years and has covered financial services, telecommunications, start-ups, and SME’s. He has spent the last 10 years starting and building companies. He currently coaches and mentors startups at several accelerators and incubators and runs a startup incubator, where he specializes in operations and technology.


LIVE! - Sage Colleague - Jennifer Warawa on trends in the accounting profession

Jennifer has been with Sage for over nine years and is the Executive Vice President of Partners, Accountants & Alliances. She is based in Sage’s Atlanta, Georgia office in the US. Before working with Sage, Jennifer owned an accounting and consulting firm in Kelowna, Canada. She is passionate about helping others reach their full potential and outside of work, loves mentoring youth, and is an active foster parent.


Thought Leader - Sean Stein-Smith on how individuals and firms will use blockchain

Sean Stein Smith is an assistant professor at Lehman College (CUNY), public speaker, and financial literacy expert. Sean serves on the Board of Governors at Fairleigh Dickinson University, and a member of the 2017 class of the AICPA Leadership Academy. A member of both NJCPA Content Advisory Board and Emerging Leaders Council, Sean has published dozens of articles on technology and personal finance issues in addition to multiple books on corporate and personal finance. He is an avid user of...


LIVE! - Thought Leader - Greg LaFollette on problems with Internet security

Greg LaFollette is a CPA,[1] CGMA, and an AICPA credentialed CITP (Certified Information Technology Professional) in Sioux Falls, SD., the president and CEO of LaFollette Consulting LLC. He travels nationally as a consultant and conference speaker on the topic of technology in accountancy, his acknowledged area of expertise.


Thought Leader - Allan Dib on the intersection of marketing and technology

Allan Dib is founder of Allan is a serial entrepreneur, rebellious marketer and technology expert. Allan has started and grown multiple business in various industries including IT, telecommunications and marketing. He is passionate about helping businesses find new and innovative ways to leverage technology and marketing to facilitate rapid business growth. As a highly sought after business coach, consultant and public speaker, he frequently shares his proven strategies and...


Thought Leader - Herb Kim on the emergence of AI into small and medium businesses

Originally from Brooklyn, NY, Herb Kim is best known as Founder of the long-running Thinking Digital Conference. Thinking Digital will celebrate its 12th Anniversary where it has run every May since 2008 in the iconic Sage Gateshead Music Centre. Herb earned his MBA from the Wharton School of Business and his undergraduate degree from Princeton University. He moved to the UK in 1997 and currently resides near Liverpool with his business based near Newcastle upon Tyne. He is also a proud...


Sage Colleague - Morgan Rochofski on why is increasing complexity such a challenge for SMBs

Morgan Rochofski is the Product Marketing lead for Sage Business Cloud Financials, one of Sage’s global accounting cloud products. Morgan has been working as a marketing strategist for tech companies of all sizes, particularly in the Salesforce tech environment. She loves creating new ways to leverage technology and data to enhance customer relationships and experiences - from sales to marketing to finance. Morgan advocates for small and medium-sized businesses, and researches and writes...