Sage Thought Leadership Podcast

Louie Prosperi is the Chief Operating Officer at HS and Partners LLP. The unique knowledge and experience that Louie applies today to help his customers achieve their goals are due to his long-term business and professional experiences accumulated during... Read the full text.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes... Read the full text.

Jake Jones, CPA  is the Controller of LeaseQuery. He has over 9 years of experience working with technology and healthcare companies to provide assurance over financial statements and identify areas for operational improvements. Prior to LeaseQuery, Jake... Read the full text.

Rohan Thambrahalli is the founder of DimeTyd, an automated, logic-based engine that allows Amazon vendors to recoup profit leakage and maximize profitability. Rohan is an experienced serial entrepreneur and innovator focused on advancing e-commerce. He... Read the full text.

Bill Carlino is managing director at Whitman Transition Advisors LLC. We spoke live at the AICPA Engage Conference.  Read the full text.

Paul Saganey is the President and Founder  of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996.  Integrated Partners offers comprehensive business-building services, designed... Read the full text.

Liam Martin is the co-founder and CMO of Time Doctor — one of the most popular productivity software platforms in use by top brands today. He is also a co-organizer of the Running Remote Conference and co-author of the Book - Running Remote . Liam is... Read the full text.

LumiQ is a mobile podcast app where engaging conversations with business leaders count as verifiable professional education. With a slick mobile app, automatic documentation tracking, and new episodes weekly, we've made professional education something... Read the full text.

David Pattison is a chair, mentor, and advisor for multiple businesses in diverse industries. After becoming a board director at the age of 29 and co-founding his successful media agency Ph.D., he has advised more than 20 businesses, chaired 10, and led... Read the full text.

Across 3 episodes, we talk to Craig Evans, from one of our customers, iM3. IM3 are a family-owned veterinary Dental Company, that supplies veterinarians quality veterinary dental products. Headquartered in Sydney Australia and servicing customers globally... Read the full text.

Jennifer Baker has been with Sage for over 10 years. She has been leading the engagement in North America with colleagues since 2019 and has implemented many programs that have led to colleagues' success. She does everything with her colleagues in mind... Read the full text.

Dewey Forrester is Vice President of Mid Market Partnerships at Bill.com. He and the team have the opportunity to work with our ERP platform partners plus the amazing VARS in those ecosystems. They are responsible for evangelizing both Bill.com, AP automation... Read the full text.

Kyle Bryant worked for a small CPA firm out of college focused mostly on audits but eventually left to work with Access America Transport and the Lamp Post Group. There he discovered a passion for helping small businesses. Kyle felt like his career elevated... Read the full text.

Paul Wyatt is an experienced relationship builder and life coach. and mentor. By day, he works to assist CPAs and Bookkeepers in building their practice with the use of effective accounting solutions. At night, he is a life coach and mentor to men who... Read the full text.

Bob Miles is the Founder and CEO of Salad Technologies and enjoys working at the intersection of radically new technologies and the mass market. After training to become a pilot, Bob studied Aeronautical Engineering and began his career at Qantas Airways... Read the full text.

Across 3 episodes, we talk to Craig Evans, from one of our customers, iM3. IM3 are a family-owned veterinary Dental Company, that supplies veter the world with high-quality veterinary dental products. Headquartered in Sydney Australia and servicing customers... Read the full text.

In this single episode, David Beard from the Sage CRM team speaks with Danny Lewis, Founder & Owner of the UK's number 1 Sage CRM partner, QMulus Solutions. In this episode we talk to Danny about his product range – specifically the Qnect 200 tool for... Read the full text.

Joan van den Brink is an experienced consultant and executive coach specialising in leadership and talent development, with 21 years of experience working with senior business leaders and executives. After graduating from the University of Cambridge... Read the full text.

Josh Linkner is a creative troublemaker. He has been the founder and CEO of five tech companies, which sold for a combined value of over $200 million, and is the author of four books including the New York Times bestsellers, Disciplined Dreaming, and... Read the full text.

Dave Fink thinks the best-kept secret in marketing is hiding where you least expect it — your mailbox. Over a 20-year career, he’s generated hundreds of millions of dollars in ad revenue, powered viral sensations like Dollar Shave Club, and helped launch... Read the full text.

Conor McGarrity’s background includes KPMG and the public sector. Passionate about leveraging data for better audit outcomes and redefining the limits of what’s possible, he is the co-founder of Risk Insights - a specialist advisory firm that focuses... Read the full text.

Across TWO episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bertus Fick, COO of Opus Xenta who are a global technology company serving the death care profession.  Their solutions enable companies in this industry - cemeteries... Read the full text.

Andrew Lassise is the self-proclaimed "cheif dorkestrator" at Tech4Accountants, an IT company specializing in small accounting firms. He has become a thought leader in the data security space and is an expert on IRS publications in regards to cyber security... Read the full text.

George Azih is a  financial authority specializing in technical accounting and accounting research, who has served as an auditor for banks, insurance companies, and brokerage firms. Prior to LeaseQuery, he performed Accounting Research and Technical Accounting... Read the full text.

John Shaver is the Chief Value Officer at Axiology. After working for a few years in both the public and private sectors of accounting and finance he decided to jump into the entrepreneurial world. His belief is there are the types of issues that have... Read the full text.