Sage Advice Podcast

Peter Dilger is an internationally recognised business development practitioner with a proven 25 plus year track record of improving company and organizational performance.  He works globally providing strategic and practical insights to senior leadership... Read the full text.

Mark Koziel is the President and CEO of Allinial Global. Previously he was Executive Vice President – Firm Services for the American Institute of CPAs. He leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Small Firms... Read the full text.

Cesar Ravan, CPA, holds more than 10 years of experience providing clients with exceptional tax strategies. His expertise includes the areas of real estate, restaurants, and professional services, and domestic and international businesses.  As Managing... Read the full text.

Rachel is the Accountants Group Leader for Sage and has over 20 years of experience in roles from Self-Employed Bookkeeper to National Leader at Deloitte. She is in demand as a dynamic speaker and thought leader from local to international conferences... Read the full text.

GARY HAMEL is a visiting professor of strategy and entrepreneurship at the London Business School. He has authored twenty articles for the Harvard Business Review and published five books with Harvard Business Review Press, including The Future of Management... Read the full text.

Michelle Snyman is the founder of Finite Solutions in After finishing her degree, she worked for various corporate firms but was not satisfied. In 2003 she started her own accounting practise, and in 2006 she became a member of SAIPA as Professional... Read the full text.

Jason Staats is a CPA in Salem Oregon. A principal at Brenner LLP by day, and accounting tech enthusiast by night. Jason spent his first 10 years in the profession in tax, and has now spent the last five years running a remote CAS team, working with staff... Read the full text.

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Mark Engleberg, the Founder & CEO of TimeLinx Software , a time & project management for Sage CRM. In this episode, Mark talks about the technology of Timelinx, how... Read the full text.

Akshay Ahooja is the co-founder and CEO of Trainiac, an online personal training platform that enables users to build a habit of fitness by working one-on-one with certified trainers through their app. Akshay is obsessed with building impactful products... Read the full text.

Pam Bakker holds a Bachelor of Science Degree in Business Management from the University of Phoenix, an Associate of Applied Science Degree in Accounting from Ivy Tech State College. Pam joined Laird Management, LLC in 2005. In 2009, Pam earned a Masters... Read the full text.

Professor Michael Munger received his Ph.D. in Economics at Washington University in St. Louis in 1984. Following his graduate training, he worked as a staff economist at the Federal Trade Commission. His first teaching job was in the Economics Department... Read the full text.

Walter Hicks is an Industry Principal at Sage Intacct with more than 30 years of experience providing business-driven consulting to prospects, as well as existing customers and business partners within the financial services space. Walter is not only... Read the full text.

Sean Skuro has 15 years of experience in corporate finance and public accounting roles across a wide variety of industries. He is currently the Controller at Tender Greens, a restaurant company proud to deliver high integrity, farm-to-fork food at an... Read the full text.

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Mark Engleberg, the Founder & CEO of TimeLinx Software, a time & project management for Sage CRM. In this episode, Mark talks about how his own challenges with time... Read the full text.

David Beard is CRM Principal and Jeff Richards is Head of Training Program Development. Next Monday, we will debut a series of bi-weekly podcasts entitled Talking CRM that features David and Jeff talking to Partners about what Sage CRM can do for small... Read the full text.

Bruce Callahan is the Vice President of Finance and Controller for Cresa Global Incorporated (CGI). Prior to Cresa, he spent 32 years in government contracting and has worked mainly in finance and project finance roles, with some accounting. Cresa Global... Read the full text.

Certified Professional Bookkeepers of Canada is a member-based association, a national certifying body, and the leading professional and career development organization for bookkeepers in Canada. Ron and Ed spoke at their virtual conference last Friday... Read the full text.

Todd Robinson is Head of Strategic Accounts at Vic.ai , the AI platform for accounting productivity. Todd helps accounting firms all over the U.S. understand how automation, AI, and machine learning can address their most urgent business growth challenges... Read the full text.

John Garrett is a catalyst for corporate culture change. He’s on a mission to help teams break down barriers, foster unity and strengthen bonds. No matter where you are in your career, it’s important to differentiate yourself to achieve your goals. Check... Read the full text.

Curtis Ray founded SunCor Financial, LLC and serves as the President and CEO. In 2014, Curtis was introduced to the world of financial planning & insurance. Through years of research, Curtis observed that the traditional investment strategies of the 401... Read the full text.

Sara Gibb is a professional bookkeeper who loves to help others do what they love by providing focused clarity and business support services. Born in Nanaimo, British Columbia, and currently residing in the beautiful town of Chemainus BC, she has been... Read the full text.

Karen Larkin is the CFO of Beemok Capital in Charleston, SC – an ultra-high net worth multi-generational single-family office. She leads strategic long-range financial planning for the firm’s multiple business entities, including overseeing corporate... Read the full text.

Margaret Wheatley has worked globally with many different roles a speaker, teacher, community worker, consultant, advisor, and formal leader. From these deep and varied experiences, she has developed an unshakable conviction that leaders must learn how... Read the full text.

Barry Leahey is CEO of Playdale, the UK’s leading manufacturer of children’s playground equipment with distributors in 50 countries. Playdale won the national Manufacturing and export award in 2017.  In 2018 Barry was named IoD ‘Global Director of the... Read the full text.

Angelo Robles is the founder and CEO of Family Office Association – a global membership organization for ultra-high net worth families and their single-family offices. For over 10 years, Angelo has worked with multiple generations of families, and their... Read the full text.