Sage Thought Leadership Podcast

Sage Thought Leadership Podcast

The Sage Thought Leadership 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.

Episodes

September 16, 2021 8 min

Alan Berrey. Subject matter experts are the most valuable members of any organization. They establish a vision, forge paths, create products, solve problems, sell customers, and cure ailments. Companies cannot prosper without experts. Early in Alan Berrey's career, he recognized the influence of technical experts. In the decades since, he has chronicled experts and discovered why some wield massive power and persuasion, while o...

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David Carmell is the founder of both DEALROCKiT and STARTUP ROCKiT and a top 50 global fintech thought leader who felt there had to be a better way for individuals and businesses to accelerate transactions, fast-track growth and launch new ventures and next acts. 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 th...

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Roger Philipp. For almost 30 years, Roger has motivated aspiring CPAs to pass the CPA Exam. As the lead instructor for Roger CPA Review, Roger connects overarching themes with helpful tips and tricks for the Audit, Business Environment & Concepts, Financial Accounting & Reporting, and Regulation sections of the CPA Exam. Throughout the program, Roger breaks down difficult accounting topics into simplified concepts. His reno...

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Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value.  He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others.  Bharat is the Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth, and a Board member of the American Society of...

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Before Spreadsheet.com, Matt Robinson was founder and CEO of Rollbase, a low-code rapid application development platform acquired by Progress Software, and Recruitforce.com, a SaaS applicant tracking system acquired by Taleo, now known as Oracle Taleo Business Edition. He has a BS in Mathematics from Bates College and an MS in Management from Stanford University.

Offer: Free Premium level access to Spreadsheet.com until Oct 17, 202...

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Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode Ken explains how his latest product, S5Maps, is much more than just another route mapping tool, we ask Ken what he'd like to see in future releases of Sage CRM and Jeff outlines some thoughts on inclusions for future releases.

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David is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real-time information. A graduate of CUNY Baruch College, and LIU C.W. Post, he has held high-level positions at the Top 3 accounting software providers. He is also an adjunct college professor. Additionally, he has been an IRS Chief and member of thei...

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Gail Perry is the Editor-in-Chief at CPA Practice Advisor magazine, a print and online magazine that provides news and commentary as well as insights on technology solutions to help members of the accounting profession grow and succeed in their practices. She also is a tax accountant based in Indianapolis, financial planning advisor. Author of more than 30 books, she facilitates the AICPA/CPA.com workshop facilitator - "Financi...

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Dan Kraus is Vice President of Global Sales and Marketing at Vision33 and brings over 30 years of experience in the business software industry. During this time, he has led the development and execution of product, sales, and marketing strategies for some of the world’s largest ERP software brands. His career has been dedicated to helping businesses grow through accelerated sales, marketing, and customer service.

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Jody Padar been described as a “feeling leader” - someone who is driven by a passion to foster real change in the accounting profession. Her path started in the tax department of a mid-size public accounting firm. Since then, her experiences leading her own firm (New Vision) and the transformational #radicalcpa movement have inspired her to look for what’s next.

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Jason Parr is the President and CEO of Peisner Johnson, a State and Local Tax Consulting Firm. "We are the sales tax people"... we help companies gain peace of mind when it comes to sales and use tax obligations. Parr has been with the Firm for 25 years, starting out as a staff assistant in 1996. He grew up in the Firm, and has a deep knowledge regarding the pitfalls and successes of dealing with state and local taxes.

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Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode Ken reflects on the changes that working from home has meant for businesses investing in CRM, the extensive usage he has made of web self-service for customers and Jeff reflects on the rise of collaborative tools and their resonance with CRM, posing thoughts to Ken abo...

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AZ Zabala is an unshakable optimist, “connecter”, and leader who believes in a bright future and our ability to work together to build it. His ‘WHY’ is to inspire and empower people to achieve their goals so they can serve others and help them do the same. 

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Katie Dooley is the Founder of Paper Lime Creative, a branding and design agency in Edmonton, AB. Katie’s passion and talent for design have made her the first choice for businesses looking to amplify their branding. Her love of design and art took shape at a young age, and since then, she’s been soaking in as much knowledge about art, business, and design as she can. She takes the time to listen to people’s unique stories and goal...

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Fred Figueiredo personal mission is to bring people closer together. Workwise, he specializes in mentoring and coaching organizations to accelerate the pace of business innovation. At Sage, he is the co-founder of the Continuous Innovation Community, a volunteer-based movement designed to create a thriving community of Sage colleagues who are excited to create meaningful innovation around the business.

Bron Dorrofield passion both ...

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Howard Tiersky is the Wall Street Journal bestselling author of Winning Digital Customers: The Antidote to Irrelevance. He was named by IDG as “One of The Top 10 Digital Transformation Influencers to Follow Today,” and by Enterprise Management 360° as “One of the Top 10 Digital Transformation Influencers That Will Change Your World.” Howard has launched two successful companies that help large brands transform to thrive in the digi...

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Bill Gaustad is the Manager of Channel Sales at SPS Commerce, responsible for driving growth through strategic partnerships.  With over 10 years of experience in the industry, Bill has worked with thousands of customers, partners, and system publishers with the main goal of solving complex business problems through solutions, relationships, and expertise.

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Dmitry Karpov is a co-founder and Chief Innovation Officer at ElectroNeek Robotics, an award-winning RPA platform for managed service providers and IT teams. ElectroNeek was founded in 2019, and it took the company less than two years to be named a momentum leader along with global RPA leaders, report a 5x annual revenue growth in 2020, and reach $100M+ valuation after a Series A funding round in May 2021. Now the company has m...

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Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode, we talk to Ken about their entry into the world of Sage CRM back in the early 2000s, the customers he has worked with, and how he positions solutions with integrations, web self-service, and more.

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Ford Baker, CPA, has over 35 years of experience in the public accounting industry with 20 years of experience running a firm, BaCo Group, PLLC. Ford had a passion for improving efficiency and removing unnecessary clutter when he saw what the industry was doing to his health and lost 200 pounds after the fact, so he developed a transaction-based workflow in Excel with other data gathering tools that allow CPAs to work on this year’...

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