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Sage Thought Leadership Podcast
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  • Thought Leader - Neil Rogers on taking ownership of your small business

    Thought Leader - Neil Rogers on taking ownership of your small business

    EdK
    EdK
    For over three decades, Neil Rogers has built a successful career in sales and marketing, working with clients in a wide range of verticals, including pharmaceutical, biomedical, manufacturing, logistics, financial services, and government defense contractors... Read the full text.
    • 21 Sep 2023
  • Sage Partner - Matt Lescault - The Future Accountant - Part 1 - The Retirement Revolution

    Sage Partner - Matt Lescault - The Future Accountant - Part 1 - The Retirement Revolution

    EdK
    EdK
    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... Read the full text.
    • 20 Sep 2023
  • Thought Leader Robin Hall on helping entrepreneurs get back to business

    Thought Leader Robin Hall on helping entrepreneurs get back to business

    EdK
    EdK
    Robin Hall is the driving force behind VARC Solutions. She is a sought-after instructor and speaker for venues such as Scaling New Heights and CNN Radio. Robin developed VARC Solutions’ signature product using Quickbase, NAN Practice Manager, a CRM designed... Read the full text.
    • 19 Sep 2023
  • Thought Leader - Charles Lubar on his book, An Improbable Journey

    Thought Leader - Charles Lubar on his book, An Improbable Journey

    EdK
    EdK
    Charles Lubar is a graduate of Yale University and Harvard Law School and holds a Master’s Degree in taxation from Georgetown Law. For two-and-a-half years he worked in the Chief Counsel’s Office of the Internal Revenue Service in Washington, D.C. He... Read the full text.
    • 14 Sep 2023
  • Sage Colleague - Cassie Boudreaux LaFleur on removing bottlenecks

    Sage Colleague - Cassie Boudreaux LaFleur on removing bottlenecks

    EdK
    EdK
    Three words that encompass Cassie: Authentic, Determined, and Optimistic. Her passion has always been people and making a difference in their day with a simple interaction. Cultivating and building relationships, while adding value to the client experience... Read the full text.
    • 12 Sep 2023
  • Thought Leader - Julie Wilkinson on acquisition strategies for buyers and sellers

    Thought Leader - Julie Wilkinson on acquisition strategies for buyers and sellers

    EdK
    EdK
    Julie Wilkinson has over 12 years of experience delivering financial expertise to a variety of companies from smaller SMEs to large corporate firms. Julie’s entrepreneurial journey began when she started Wilkinson Accounting Solutions, within 2.5 years... Read the full text.
    • 7 Sep 2023
  • Thought Leader - Blake Oliver on AI's explosion into the world of accounting

    Thought Leader - Blake Oliver on AI's explosion into the world of accounting

    EdK
    EdK
    Blake Oliver is a CPA specializing in accounting technology and co-hosts The Accounting Podcast, the most popular podcast for accountants and bookkeepers. He has been honored to be named twice to CPA Practice Advisor's “40 Under 40” list and Accounting... Read the full text.
    • 5 Sep 2023
  • Thought Leader - Rick Walker on applying knowledge from non-business domains

    Thought Leader - Rick Walker on applying knowledge from non-business domains

    EdK
    EdK
    Rick Walker is an experienced founder, leader, and thinker across a variety of domains. He scaled his first company to 400 employees when he was 26, and simultaneously, as Chairman, grew a 53-country international nonprofit from 800 to 2,100 team members... Read the full text.
    • 31 Aug 2023
  • Thought Leader - Emily Cosgrove on her book, Conversational Wisdom

    Thought Leader - Emily Cosgrove on her book, Conversational Wisdom

    EdK
    EdK
    Emily Cosgrove began her career winning Young business person of the year for her first business, The High Tide Café, at 24 years old. Six years later she trained with Cardiff University’s Learning and Development Unit, and partnered with them on widening... Read the full text.
    • 20 Jul 2023
  • Sage Partner - Matt Lescault on accountants as storytellers

    Sage Partner - Matt Lescault on accountants as storytellers

    EdK
    EdK
    Matt Lescault founded Lescault & Walderman in 2006, his vision was to build a business with a reputation as a leading name in outsourced accounting, bookkeeping, and CFO services. Since then they have grown from a simple, small business to an enterprise... Read the full text.
    • 13 Jul 2023
  • Sage CRM Podcast Series - A session with Keystone Precision - Episode 2

    Sage CRM Podcast Series - A session with Keystone Precision - Episode 2

    EdK
    EdK
    Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Charles "Chuck" Kuczynski,  Executive Vice President at Keystone Precision Solutions, one of the most successful construction and survey equipment sales companies, based... Read the full text.
    • 12 Jul 2023
  • Thought Leader - Andrew Schulkind on the importance of aligning marketing and customer experience

    Thought Leader - Andrew Schulkind on the importance of aligning marketing and customer experience

    EdK
    EdK
    Andrew Schulkind leads Andigo, a website and content marketing agency that focuses on helping B2B clients generate audience engagement through solid information architecture, great user experience, and compelling content. And, a dash of common sense doesn... Read the full text.
    • 6 Jul 2023
  • Sage Colleague - Jeff Richards on the state of the CRM marketplace

    Sage Colleague - Jeff Richards on the state of the CRM marketplace

    EdK
    EdK
    Jeff Richards is the Head of Training Program Development at Sage CRM, joining the team in 2001. He possesses a deep understanding of the challenges faced by business partners during implementations and regularly shares his expertise through writing and... Read the full text.
    • 5 Jul 2023
  • Thought Leader - Nicole Davis on building a team and passing on knowledge

    Thought Leader - Nicole Davis on building a team and passing on knowledge

    EdK
    EdK
    Nicole Davis is a principle at Butler Davis. She is a highly-energetic focused accounting professional and business strategist with over 18 years of relevant experience. Her personal and professional motto is "Make It Happen."​ Leaving nothing to chance... Read the full text.
    • 29 Jun 2023
  • Sage Partner - Kimberly Deobald on why tax compliance is getting harder for SMBs

    Sage Partner - Kimberly Deobald on why tax compliance is getting harder for SMBs

    EdK
    EdK
    Kimberly Deobald is the Chief Revenue Officer at Avalara. She is a Global Sales Leader with 20+ years of technology industry experience managing go-to-market strategies, B2B sales, product development, operational excellence, and business development... Read the full text.
    • 27 Jun 2023
  • Thought Leader - Jennifer Warawa on navigating the tech stack for accounting professionals

    Thought Leader - Jennifer Warawa on navigating the tech stack for accounting professionals

    EdK
    EdK
    Jennifer Warawa is the President of Quickfee, North America which offers online payment solutions that help professionals re-think their payment process and deliver a better client experience. Jennifer is an experienced technology executive with demonstrated... Read the full text.
    • 22 Jun 2023
  • Sage CRM Podcast Series - A session with Keystone Precision - Episode 1

    Sage CRM Podcast Series - A session with Keystone Precision - Episode 1

    EdK
    EdK
    Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Charles "Chuck" Kuczynski,  Executive Vice President at Keystone Precision Solutions, one of the most successful construction and survey equipment sales companies, based... Read the full text.
    • 21 Jun 2023
  • Thought Leader - Julius Geis on building emotional intelligence into software

    Thought Leader - Julius Geis on building emotional intelligence into software

    EdK
    EdK
    Finding the WHY between humans and brands is Julius Geis's passion. The Founder and CEO of MUA, Julius is driven by his vision to navigate people and businesses to their fulfillment, and he's been sharing that vision as a branding expert for almost two... Read the full text.
    • 20 Jun 2023
  • Thought Leader - Dominic Ashley-Timms on how asking questions is a superpower

    Thought Leader - Dominic Ashley-Timms on how asking questions is a superpower

    EdK
    EdK
    Dominic Ashley-Timms is a performance improvement specialist who works directly with Leaders and Managers to bring about permanent changes in leadership and management style. As a graduate Ergonomist with an EMBA  and after years spent in Change Management... Read the full text.
    • 15 Jun 2023
  • Sage Partner - Laurent Charpentier on Cloud P2P Automation

    Sage Partner - Laurent Charpentier on Cloud P2P Automation

    EdK
    EdK
    Laurent Charpentier received his Bachelor of Science in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology and his Master of Science in Electrical Engineering from INSA Lyon. Prior to joining Yooz, Laurent served... Read the full text.
    • 13 Jun 2023
  • Sage Partner - Dylan Hume on the importance of the Sage ecosystem

    Sage Partner - Dylan Hume on the importance of the Sage ecosystem

    EdK
    EdK
    Dylan Hume is a dynamic professional who possesses a diverse array of experience in accounting, auditing, and tech sales. Having spent a decade in auditing with top firms such as KPMG Vancouver and PwC Cayman Islands, he gained a wealth of expertise and... Read the full text.
    • 8 Jun 2023
  • Thought Leader - Richard Newman on his book Lift Your Impact

    Thought Leader - Richard Newman on his book Lift Your Impact

    EdK
    EdK
    Richard Newman began his communication journey by living in a Tibetan monastery in India for six months, teaching English to monks. Body language and voice skills suddenly became absolutely essential to Richard’s work, as the monks spoke no English when... Read the full text.
    • 6 Jun 2023
  • Sage CRM Podcast Series - A Session with Accord Consulting - Episode 2

    Sage CRM Podcast Series - A Session with Accord Consulting - Episode 2

    EdK
    EdK
    Across two episodes, Jeff Richards and David Beard from the Sage CRM team talk with Lee Savidge from Accord Consulting, a UK consultancy that specialises in Sage 300 & Sage CRM. In this episode Lee continues with his story on the value of integrating... Read the full text.
    • 31 May 2023
  • Sage Partner - Brian Kelly on WOTC - Work Opportunity Tax Credits

    Sage Partner - Brian Kelly on WOTC - Work Opportunity Tax Credits

    EdK
    EdK
    Brian Kelly, Brian is the Managing Partner Cost Management Services-iRecruit. He has over 25 years of experience in the Human Resources software and tax credit industry. CMS originally sold HR Software, and Work Opportunity Tax Credit Screening, and developed... Read the full text.
    • 26 May 2023
  • Sage Partner - John Badovinac on the expansion of payment processing

    Sage Partner - John Badovinac on the expansion of payment processing

    EdK
    EdK
    John Badovinac is the Vice president of B2B channel. He is a payments professional with over 25 years of experience across the full spectrum of payments services including Merchant Acquiring, Integrated Payments, Value-Added Resellers and Point-of-Sale... Read the full text.
    • 24 May 2023
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