Sage Advice Podcast-logo

Sage Advice Podcast

Business & Economics Podcasts >

More Information


United States








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...


Thought Leader - David Kelly on his passion for guerrilla marketing

David Kelly is the General Manager of KingSumo, a free web product that helps people and businesses get more customers, grow their email lists, and build their social following. Previously, David did growth marketing and business strategy for Ramit Sethi, Student Loan Hero (acquired by LendingTree for $60 million). Sticker Mule, and Gadget Flow.


Thought Leader - Carl Gould on what small businesses need to know about the tariffs

Carl Gould is a business growth expert who advises organizations to get to the next level. He is an entrepreneur who built three multi-million dollar businesses by age 40. His consulting firm has mentored the launch of over five thousand businesses in 35 countries, and his team of mentor coaches have conducted over 75,000 sessions with entrepreneurs and executives worldwide. He has advised over 100 of the Inc. 500/500 Fastest-Growing Companies. Carl has written seven books on the subject of...


Thought Leader - Peter Cowley on the invested investor

Peter Cowley, a Cambridge university technology graduate, founded and ran a dozen businesses over the last 35+ years. He is the President of the European Business Angel Network, chair of the Cambridge Business Angels and was UK Angel of the Year 2014/15. Having mentored hundreds of entrepreneurs and been on the board of eight startups, Peter is a fellow in Entrepreneurship at the Judge Management School in Cambridge. He has also had 16 years’ experience as chair, treasurer and trustee of the...


Sage Partner - Alok Ajmera on the challenges of using Excel as a financial modeling tool

As Prophix’s President, Alok Ajmera is responsible for ensuring that every customer, prospective customer, partner, employee and shareholder around the globe has a memorable and positive experience with the company and its products. He’s spent his life working in the various roles within the Software space – from engineering to sales and marketing. For more Sage Advice visit the Sage Advice Blog.


Thought Leader - Jess Scheer on how Accountex is different from other accounting conferences and shows

Jess Scheer is an award-winning business reporter and editor, focused on the intersection of accounting and technology. He began covering the accounting profession in the late 1990s as the editor of Public Accounting Report, which at the time was the largest-circulation newsletter focused on the profession. In his role with Accountex, Jess is responsible for Accountex’s Blog, which attracts more than 100,000 views per month, and Tradeshow content. He will be speaking at this year’s show on...


Sage Partner - Brian Dunn on his interest in options trading

Brian Dunn is an entrepreneur whose goal is to take all the jobs himself, leaving none for Millennials. Brian is a President of Epic Sky, a company that helps software resellers stand out from the crowd, grow, reach their goals, and engage with their customers and prospects. He is also the Managing Member of Black Prime LLC, a company that incubates hedge funds. And finally, he is President of Black Elm Advisers LLC, a registered investment advisory who manages accounts for high net worth...


Thought Leader - Gary Boomer on the Client Advisory Services Workshop

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. For move...


Thought Leader - Clint Pugh on his passion for leadership development

Clint Pugh joined Saville after graduating from Texas A&M University in 1983. Ten years later, he was admitted as a partner. Clint provides proactive tax planning and compliance services for individuals, corporate, partnerships, estate and trust clients. His expertise includes several industries including construction, real estate, professional services, oil and gas, and agriculture. Clint assists clients with entity formation, buying and selling businesses, management compensation and...


Sage Partner - Scott Peterson on South Dakota v Wayfair and what SMBs need to do

Scott Peterson is Avalara’s Vice President of U.S. Tax Policy and Government Relations. Prior to Avalara, he was the first Executive Director of the Streamlined Sales Tax Governing Board - an organization devoted to making sales tax simpler and more uniform for the benefit of business. Scott also spent 10 years as the Director of the South Dakota Sales Tax Division and 12 years providing research and legal writing for the South Dakota legislature. To listen to the webcast mentioned in this...


Thought Leader - Sue Keogh on organic content development

Sue Keogh founded award-winning digital marketing agency Sookio in 2008, after honing her craft for ten years as a website editor with the BBC, ITV, Yahoo and Aol. Based in Cambridge, UK, they offer content creation, strategy and training to clients including the University of Cambridge, Government Digital Services, Toshiba and a whole host of startups and small businesses in the Cambridge tech cluster. She regularly shares her expertise on the Sookio blog, local radio and at conferences,...


Thought Leader - Chris DeBlanc on what accounting professionals misunderstand most about crypto currencies

Chris DeBlanc is a tax supervisor with RSM US LLP, a leading provider of audit, tax and consulting services focused on the middle market. Working out of McLean, Virginia in RSM’s Private Client Service group, Chris works with high-net-worth individual clients, business-centric owners and their pass-through entities. He provides holistic financial planning and tax compliance services, including tax mitigation strategies, gift and estate planning, and consulting around crypto-currency tax...