Sage Advice Podcast

Summary Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare.  Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst/Programmer whose main role is to develop and support Sage CRM for her internal customers - that's 2500 users of Sage CRM across the world.. In this second episode, Bea continues the conversational thread about integration toolsets, the current state of business usage, and Bea's favorite "use cases" for employees inside their Sage CRM instance.

When it comes to unlocking human potential and achieving organizational success, there's no one quite like Christian 'Boo' Boucousis, CEO of Afterburner Inc. A former fighter pilot turned business founder, author, and inspirational speaker, Boo has earned over 1,000 five-star Google reviews for his unparalleled expertise in human behavior and organizational performance. Whether he's speaking to a small startup or a multinational corporation, Boo inspires people to discover a new way of thinking that empowers them to believe that even the most audacious ambitions are within their reach. Summary Unlocking human potential and organizational success Using debriefs as a mindset in businesses Decision-making and impact The importance of limiting action items to 3-5 items for personal growth and effective change Leadership, evolution, and heroism in business

Founder of Egress Solutions, Mike Smart. For over 25 years in the information technology and software industry including several executive positions with responsibility for product management, product marketing, development and operations for NASDAQ--traded companies in the internet and software industries. Michael Smart has successfully guided the development and launch of new products in the internet security, service management and mobile data software markets. The most exciting and rewarding work he does is show marketing and product executives how to change the ground rules and win in the market with their solutions. Ed welcomed Mike, an experienced IT and software industry executive, to the podcast. They discussed the challenges small and medium businesses are facing in the current economic environment, with Mike emphasizing the importance of companies being customer-centric, solution-oriented, and understanding their business principles. He highlighted that having a clear business strategy and being ab

Summary Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare.  Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst/Programmer who's main role is to develop and support Sage CRM for her internal customers - that's 2500 users of Sage CRM across the world. In this first episode Bea explains the history of the company and her start with them 20 years ago, the company's progression to 2,500 users of Sage CRM and they place CRM at the heart of their business systems in the company.

Dan Michelson is the Founder and CEO of InCommon, a “for purpose” company that helps companies turn culture into a strategy that drives productivity and engagement by ensuring everyone feels connected and part of the CORE. He has a 20+ track record of helping to build high-performing, high-growth companies with world-class cultures. In his upcoming book, Holy Shift! Moving Your Company Forward to the Future of Work, Dan helps leaders at every level of a company move forward to the future of work using a common sense, data-driven approach. Holy Shift! combines a reflection of how we got to now with deep research on how companies are managing this moment.  Summary Introduction.  Why do we do what we do is changing. Culture eats strategy for breakfast and dinner. The playbook for bringing people back to the office. A compassionate, empathetic, and evolutionary way to think about change. Who is a hero of yours and why are they a hero, and why they are a hero.

Rusty Shelton is Founder and Chairman of Zilker Media, Senior Marketing Strategist at Forbes Books, and an active speaker to audiences around the world. He has written three acclaimed books, including his newest, The Authority Advantage: Building Thought Leadership Focused on Impact, Not Ego which is co-authored with Adam Witty.  Summary Introduction to Rusty Shelton. Focus on leading with the logo or entity. Showing the why and how. The shift away from making a profit to social responsibility Living your purpose and creating a profit.

Chris Meroff is a CEO, founder, author and serial entrepreneur with a passion for helping business professionals find fulfillment in their work through sustainable success. In 2011, he started his first company, MSB Consulting. In 2019, he pivoted into the venture capital space, currently, he owns a variety of startups in various industries throughout Austin and Maine, ranging from hospitality, restaurant, education, farming, medical and community development. Chris is the CEO and founder of DCX Community where he hosts a personal development conference and monthly networking event, The Table Network. Summary Introduction to Chris Meroff. Lead discovering the heart of authentic leadership. How empathy is really about mirroring others emotions. How empathy taught me to slow down. Who is a hero and why are they a hero?

Rick Yvanovich is a serial entrepreneur, techie, Brit, baby boomer, and professional bean counter with over 40 years of experience in various businesses, including supermarkets, the accounting profession, breweries, newsagents, defense manufacturing, IT, and property development. He has worked at BP in the UK, Singapore, Switzerland, Vietnam, and China where he first served as a Finance Manager. Rick then relocated to BP Vietnam in 1990. An active promoter of AICPA-CIMA, Rick is a very regular speaker in Vietnam on multiple topics including Talent, Accounting, Digital Transformation, Cloud, Project Management, and UK - US - Vietnam trade and investment. Summary Introduction to Rick Yvanovich. Why I inspire and transform professionals. Why do you think we should be architects of change? What does it mean to be an architect of change? Why are they your hero?

Lauren Maffeo is an award-winning service designer working full-time at Steampunk where she serves the U.S. federal government. She is a founding editor of Springer’s AI and Ethics Journal and an adjunct lecturer of Interaction Design at The George Washington University. Lauren has written for Harvard Data Science Review, Financial Times, and The Guardian. She has also presented her research on bias in AI at Princeton and Columbia Universities, Google DevFest DC, and Twitter’s San Francisco headquarters. She is the author of Designing Data Governance from the Ground Up. Listeners can buy a copy of her book, and get 35% off using the code DATAGOV23 (valid until September 2023) Summary Introduction to Lauren. Managing data and data governance. The lack of governance around data. The problem of data spoilage. Who is a hero of yours and why are they a hero?

Sharekh Shaikh is the Founder of CleverX , a platform that powers market research teams by providing them with access to the tools and the hardest-to-reach commercial audiences. The company's platform allows users to build a network with business professionals and fellow entrepreneurs via video calls, enabling entrepreneurs to avail expert advice and grow their businesses. Before becoming a tech entrepreneur, Sharekh worked with Gartner, the top technology research organization in the world. He assisted them in developing initiatives that will enable technology leaders from many industries to work together in a secure environment. Summary Sharekh’s introduction. Entrepreneurship vs. hybrid work. The trend of hybrid work. Advice for people who want to start their own business. How to find your zone of genius.  Who is a hero of yours and why

Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. He loves approaching problems from a different perspective and analyzing solutions—his “Why” is empowering all growth-minded entrepreneurs to thrive and prosper. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and ability to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and their three surprisingly intelligent kids Julia, Frankie, and Arya. Summary The importance of community and collaboration in the accounting profession Innovation and rebranding in the accounting profession Leadership and ego in a professional setting Using AI for rap music creation Heroes and influences in the accounting industry with Scott Serrano

Eric Beck is one of the world’s most provocative thinkers about our society’s growing lack of meaning at work and the way to reconnect and empower the digital generation by creating a new “game worth playing” at work, in schools, in families, and in our institutions. Eric has worked with entrepreneurs, leaders, governments, & businesses to help people reach their creative maximum. He has spoken to over 10,000 people live drawing on his experience as a US Army Vet, Jazz musician, Educator, and 22-year strategic business coach. Featured on many podcasts, webinars, and events, Eric shares what he's learned from the best in music, education, business, and philosophy.  Summary Introduction We are born to be free. Reinvention is the opportunity to let go Deconstructing technology and limiting beliefs. Creative destruction is about the content.  Eric’s favorite memory of his father.

The Future Accountant  A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business. Part 4:  What Business Owners Can Do RIGHT NOW Specific, actionable, immediate steps business owners can take to prepare Click here for a free assessment tool. Summary What business owners can do right now Opportunities in technology and change The importance of specialization in your organization How to get more value out of your information? How much work falls into the hands of the accountant? The business owner needs to stay involved in the mission and values

Randy Crabtree is a Partner at Tri-Merit, a company that supports CPAs, CFOs and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit, and tax planning strategies such as cost segregation.

Summer Davies is an award-winning leadership development expert who has dedicated her career to cultivating thriving work environments where individuals feel equipped, capable, valued, and connected. She specializes in guiding emerging leaders to develop the mindset and tactical skills required to lead with impact, confidence, and empowerment, while loving what they do. Throughout her impressive career, Summer has had the privilege of coaching, teaching, and studying leaders from around the globe. Her unique depth and breadth of experience has fostered an unending passion for helping managers embody the leader they aspire to be, while enjoying the process of leading. Summary Introduction to Summer Davies. Impact of over management and micromanagement. The difference between micromanagement and over management. What is the problem we're trying to solve?  Who is your hero and why are they heroes? How to contact Summer on LinkedIn and her website.

The Future Accountant  A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business. Part 3: The Future Accountant The penultimate episode of TFA is entitled TFA but what does that mean for business owners who are customers of those accountants? Click here for a free assessment tool. Summary Changing your expectations of what you get from your accountant What does outsourcing mean in terms of interaction? What is the difference between finance and accounting? The problem with standardizing accounting What is the difference between an accountant and an advisor? How to elevate your staff

Liz Farr is a B2B copywriter who is also a Certified Public Accountant. She spent 15 years working in tax and accounting, first at a small H&R Block office in rural New Mexico, and then at several small public accounting firms in Albuquerque, New Mexico. Liz has been a CPA since 2005, and a freelance writer since 2015. Her work in public accounting was mostly in tax, working primarily with small closely-held businesses, trusts, estates, and high net-worth individuals. She has worked on audits, reviews, and compilations for many of these same businesses, as well as governmental entities and non-profits. Summary Leadership, ghostwriting, and personal growth. Leadership styles and their impact on employees Ghostwriting and interviewing techniques Voice, language, and disruption with a transcription expert  

Brooke Janousek is a fractional CMO and digital nomad on a journey to intentionally live a joyful life. She is the founder of The Grow CMO, a fractional leadership solution for effective marketing growth that she founded in 2022 after two decades as a leading expert in the marketing industry. You can follow her digital nomad journey along with her “lessons on the road” at Brooke on the Grow. Find her article From Razors to Fun: How Billie's Sold-Out Board Game Aligns with Their Bold Mission on LinkedIn. Summary Why do you do what you do? Lead generation and brand. Brand is about what people say about you because of what you put out in the marketplace. No worries if you can't do this. Who is a hero and why are they a hero?

The Future Accountant  A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business. Part 2: Assess & Evaluate Continuing the conversation... what to look for in your business, signs that you're at risk, self-evaluations, and full stock and inventory of your business Click here for a free assessment tool. Summary Understanding where we want to go Signs that an organization is at risk for data overload Taking a step back and asking the "why"

Seth Fineberg is a highly experienced editor and seasoned business journalist passionate about researching and delivering valuable information on what makes businesses tick. This has come in many forms, from straight news articles and features to thought leadership and content marketing. This path has led him to where he is now, and where he plans to head, as an industry consultant and content strategist focused primarily on the advancement and success of the accounting profession. Summary The importance of the accounting profession and its impact on small businesses Professionals need to learn to say no more Mental health in the accounting profession Controlling work-life balance and finding positivity in tax season Sports hero Thurman Munson and contact information for guest Seth Feinberg