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Sage Advice Podcast

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Thought Leader - Caleb Jenkins - On the Pier of Micro-financing

Caleb began working at RLJ Financial Services in 2009 and has been preparing tax returns and leading cloud accounting services since that time. Caleb has been featured in Accounting Today, CPA Practice Advisor, Insightful Accountant, Modesto Bee, Central Valley Business Journal, Intuit Firm of the Future, Karbon Editions, and by Receipt Bank.

Duration: 00:09:09

Thought Leader - Blake Oliver - The Changing Nature of Teams (and being a cello-playing accountant)

Blake is an accountant and blogger who specializes in cloud accounting technology.In December 2017, he joined the team at FloQast. They are a bunch of accountants who left public to create close-management software that helps accounting teams close the books faster and more accurately. Before that, he worked as 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...

Duration: 00:10:06

Thought Leader - Scott Hoppe on how he uses ODAD in his practice

Scott Hoppy is a Partner at Why Blu. Next to integrity and approachability, giving to the community is a keystone of Scott’s character. “We love to see communities thrive,” says Scott. “That’s why we donate 10 percent of our profits to our client family’s communities every year.” He has a doctorate in Accounting and Masters in Taxation. Scott leads Why Blu's tax team in achieving its goals.

Duration: 00:09:39

Sage Partner - Roberto Ramesar and Robert Bast of WayPay

Roberto is a Co-founder and the CEO of WayPay. He is a Chartered Professional Accountant by trade starting his career at KPMG and later opening his own accounting practice prior to starting WayPay. Robert Bast is the Chief Revenue Officer at WayPay and has 20 years in the B2B payments space. Robert started his career as a consultant working with large and mid size businesses on accounts payables fixes later lead the business payment strategies both large banks and card networks.

Duration: 00:09:58

Thought Leader - Gail Perry on the CPA Practice Advisor's 40 Under 40 List

CPA Practice Advisor is pleased to announce the recipients of its annual 40 Under 40 Awards.This program recognizes and honors young leaders who are helping to positively shape the accounting and tax profession. “We are fortunate to be surrounded by so many young professionals who are sharing their ideas, skills, and enthusiasm with the goal of making the accounting profession a better place. Change is occurring rapidly in our profession and this year’s award winners are embracing and...

Duration: 00:08:45

Sage Colleague - Ian Howells on the how and why of micro-verticals

Ian Howells is a VP and Head of Marketing at Sage Intacct. Ian has a passion for applying big data analytics techniques to marketing and open source. He has a Ph.D. in distributed databases and has published a number of papers and contributed to books on related topics. He previously penned the blog “Open Source Hearts and Minds” for Computerworld.

Duration: 00:05:27

Thought Leader - Miz Kusairi on diversity, equity and inclusion at not-for-profits

Miz Kusairi is the Vice President, Strategy and Finance for GuideStar. Miz brings more than 15 years of international cross-sector management experience across the philanthropic, nonprofit, and financial services sectors. She leads GuideStar's finance, strategic planning, special projects, and monitoring and evaluation systems. Before joining GuideStar, she served as vice president of operations, strategy, and talent at Global Citizen Year, a fast-growing and acclaimed...

Duration: 00:07:17

Sage Partner - Stacy Schuettler - Why she is excited about the SMB space and disruptive technology

As President of LBMC Technology Solutions, Stacy establishes and communicates the overall vision and strategy of the company, while also overseeing the execution of this strategic vision. Under Stacy’s leadership, LBMC Technology Solutions has grown significantly and is continually recognized on a national level as being a top performing IT consulting company due to its depth and breadth of technical expertise and customer satisfaction and retention levels. And is the most recent recipient...

Duration: 00:07:59

Thought Leader - Jeff Kanter - Challenges facing entrepreneurs with healthcare

Jeff Kanter is the cofounder of My Academy of Health Excellence. A Syracuse University graduate, Jeff has spent the last twenty five years assisting individuals and businesses navigate the world of health freedom and insurance. A serial entrepreneur, he saw an opportunity to put his ideals into action with the inception of the Affordable Care Act and co-founded My Academy of Health Excellence. At its core the Academy’s mission is to allow doctors and patients to directly connect and to...

Duration: 00:09:28

Thought Leadership - Andy North on how businesses can be successful using content marketing

Andy North is Global Publisher of AccountingWEB the US and UKs largest and most active community for the accountancy profession. He has been at Sift, the parent company o AccountingWeb for 17 year. Graduate of the University of Huddersfield with a BA in History and Politics.

Duration: 00:06:52

Sage Customer - Dennis Donovan on how Sage Business Intelligence Aids His Decision Making

Dennis Donavan is the director of finance and chief privacy officer for Belmont House, a charitable, non-profit, Christian home for seniors offering long term care and retirement living in Toronto. He is responsible for ensuring that the company’s day-to-day accounting functions are working efficiently and effectively. Dennis is a CPA CGA with specialities in: Non-profit accounting, Balanced Scorecard, Performance Indicators, Budgets & Forecasting, and Business Intelligence systems.

Duration: 00:05:26

Thought Leader - Nathan Hirsch on hiring and keeping remote workers

Nathan Hirsch is a 28 year old serial entrepreneur who is an expert in hiring remote workers and eCommerce business. He co-founded his first company out of his dorm room in 2009 drop shipping products on and built it to sell over $20 million worth of products over 5 years. While scaling, Nathan discovered the power of outsourcing and ended up building a remote army of freelancers. In 2015, Nathan co-founded and become the CEO of FreeeUp, an online hiring marketplace focused...

Duration: 00:06:34

Thought Leader - UGG Brand Founder Brad Smith on his desire to help entrepreneurs

Since leaving his post at UGG, Brian has become one of the most sought-after speakers and business leaders in the country. His inspirational talks and media appearances on his breakthrough business strategies are widely attended by business people of all ages from a diverse array of market sectors.

Duration: 00:08:10

Thought Leader - Chris "Elroy" Stricklin on Flawless Execution

Chris “Elroy” Stricklin is an executive consultant at Afterburner and a combat-proven Air Force Leader who successfully bridged the gap between military leadership and civilian desire to learn about leadership. An acclaimed leadership writer with almost 100 publications, he has been recognized as the #1 writer for Switch & Shift, General Leadership, and many other blogs. In addition to leading professionally for the US Air Force and writing online, he also is a leadership advisor at...

Duration: 00:06:16

Sage Partner - Stan Kania of Summit Hosting on becoming a results only work environment

Stan Kania is the CEO of Summit Hosting. Before that he founded and ran Software Link for over 21 years. He sold that business last year to focus specifically on hosting.

Duration: 00:06:15

Thought Leader - Allan Adler on what keeps Partners from going to the cloud

As Managing Partner of Digital Bridge Partners, Allan Adler develops and executes digital business innovation, digital ecosystem, and go-to-market strategies for leading industrial and technology companies including Adobe, Boeing, Cisco, Marketo, SAP, Tech Data, VMware, and a number of new and emerging entities. Allan is a Baker-Scholar and MBA-graduate of the Harvard Business School.

Duration: 00:05:47

Thought Leader - Alexis Kimbrough - What can business people learn from musicians

Alexis believes without the contributions of music creators, the world would be boring. As the founder of Growth Group, Alexis specializes in helping music businesses be profitable and musicians to live prosperous financial lives. Since 2008, Growth Group delivers financial education, tax, accounting, and bookkeeping services for independent artists, record labels, and recording studios. Learn more about Alexis and Growth Group here:

Duration: 00:06:33

Thought Leadership - Kristen Rampe on how accountants can increase their effectiveness

Kristen got into accounting the way many people did: She liked math. She joined the Big 4 out of college and held on for three enlightening years in audit. After a few stints in industry, her work now enables deeper client relationships, stronger team collaboration, and increased efficiency; all leading to higher profitability for CPA and professional services firms. She loves what she does and welcomes the opportunity to work with people who value relationships and communication as a...

Duration: 00:08:16

Sage Partner - Steve Showalter on prioritizing new features in software development

Steve is the Director of Sales and a Partner at ScanForce which provides WMS, Mobile Sales and Manufacturing Automation Solutions for Sage 100. Steve has been at ScanForce for over 11 years and has a BS in Communications from Ohio University.

Duration: 00:05:46

Sage Partner - Foy Mainor - Recent changes in business procurement

Foy leads Software Sales and Sales Channel Relations as the Vice President of Sales for Paramount Workplace. With over 25 years experience in developing and executing software sales and worldwide sales channel development, he is well known and respected within the channel partner community and teams with whom he collaborates for cultivating strong channel and customer relationships. Prior to joining Paramount WorkPlace in 2002, Foy held sales roles at Epicor Software and NCR.

Duration: 00:07:26

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