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This episode of the Sage Advice podcast features Bruce Callahan and Jade Cole. Bruce 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 Inc. is a real estate company… Read more
This episode of the Sage Advice podcast features Todd Shapiro, who is the President and CEO of the Illinois CPA society, one of the largest CPA societies in the nation, representing more than 23,000 accounting and finance professionals. Prior to joining the society in 1998, he amassed 20 years of financial managerial experience as the director… Read more
This episode of the Sage Advice podcast features Gary Boomer. Gary is a leading authority on technology and strategic planning in the accounting profession. As the Visionary and Strategist at Boomer Consulting, Inc., he created The Boomer Technology Circles and the CIO Circle, two peer groups that help some of the accounting profession’s top firms bridge the… Read more
This episode of the Sage Advice podcast features Kelly Phillips Erb. She is a tax attorney, writer, and podcaster. She authors the popular Taxgirl blog, which is consistently recognized by the ABA Journal as one of the top blogs written by lawyers. Kelly has regular columns with Forbes and Bloomberg and is the host of the… Read more
This episode of the Sage Advice podcast features Tom Hood. Tom has been executive director and CEO of the Maryland Association of CPAs since January 1997. Armed with a passion for the profession and the drive to move it forward, he manages a staff of more than 30, works closely with the Executive Committee and… Read more
This episode of the Sage Advice podcast features Gary Boomer. Gary is a leading authority on technology and strategic planning in the accounting profession. As the Visionary and Strategist at Boomer Consulting, Inc., he created The Boomer Technology Circles and the CIO Circle, two peer groups that help some of the accounting profession’s top firms… Read more
This episode of the Sage Advice podcast features Sage’s senior manager of accountant solutions Rafael Casas, CPA, who highlights the resources available to Sage customers and how we’re supporting small businesses and accountants during the Covid-19 pandemic. Below is an edited transcript of our interview. Can you share current situations and resources that are available… Read more
This episode of the Sage Advice podcast features The New York Times and The Washington Post’s Gene Marks, CPA, who is also a regular contributor for Forbes Inc. Magazine, Entrepreneur Magazine and The Guardian. Gene has written five books on business management, specifically geared towards small and medium-sized companies. Below is an edited transcript of… Read more
This three-part Sage Advice podcast series features Timothy Harfield, product marketing manager for Sage 100. He is a philosopher, author, data scientist, and product marketer, although not necessarily in that order. In this series, Timothy shares his insights on the Forrester report released in 2019, Finding the right technology strategy for your unique business priorities. … Read more
This episode of the Sage Advice podcast features Dawn Fotopulos, an associate professor of business at The King’s College in New York City and the author of Accounting for the Numberphobic: A Survival Guide for Small Business Owners. Dawn is the CEO of Hidden Profit Academy whose mission is to double small business survival rates.… Read more
Jess Scheer is an award-winning business reporter and editor focusing on the intersection of accounting and technology. He began covering the accounting profession in the late 1990s as the editor of Public Accounting Report, which at the time was the largest circulation newsletter focused on the profession. In his role at Accountex, Jess is responsible… Read more
L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning. I recently had the opportunity to interview L. Gary Boomer for the Sage Advice podcast.… Read more
I recently had the opportunity to interview Scott Peterson, Avalara’s Vice President of U.S. Tax Policy and Government Relations, about a landmark decision that has come down from the Supreme Court, South Dakota v. Wayfair, and the big implications for small and medium businesses. Prior to Avalara, Scott was the first executive director of Streamlined… Read more
Jeff Kanter is the co-founder of My Academy of Health Excellence. He is a Syracuse University graduate and has spent the last 25 years assisting individuals and businesses in navigating the world of health freedom and insurance. A serial entrepreneur, Jeff saw an opportunity to put his ideas into action with the inception of the… Read more
Stan Kania is the CEO of Summit Hosting, and before that, he ran an ERP software company called Software Link for over 21 years. He sold Software Link in 2016 to specifically focus on running his hosting business. I recently had the opportunity to interview Stan for the Sage Advice podcast to discuss results-oriented work environments.… Read more
Jason Deshayes is a senior manager on the firm services team at AICPA. He also leads the G400 Initiative and oversees the development of succession and emerging partner resources for PCPS, as well as acting as their staff liaison with their networking groups. I recently had the pleasure of interviewing Jason for the Sage Advice podcast… Read more
Sara Rodell, CEO of Loop & Tie, is an entrepreneur who leads by example. She believes companies have an opportunity to shepherd social change by embracing inclusion, diversity, and the business strength that comes from a culture of openness to new ideas and people. Sara started Loop & Tie because of a personal gifting problem… Read more
Dr. Sean Stein Smith is an assistant professor at Lehman College, a member of the AICPA Leadership Class of 2017, and an Inc. Magazine columnist. He was also recently recognized by CPA Practice Advisor on their list of the top 40 under 40 accounting professionals to watch in 2017. His work and analysis of accounting,… Read more
I recently had the opportunity to interview Kriti Sharma for the Sage Advice podcast about how AI is changing the workplace. Kriti is the VP of Artificial Intelligence at Sage and resides in London, England. She has numerous accolades; she was named in Forbes magazine’s “30 under 30” list in tech, 2017; she is the inventor of hellopegg.io, the… Read more
Rich Safranek is the strategic account manager at Sage X3 and has over 25 years of experience in the enterprise management and wholesale distribution space. His background includes consulting and industry presentations and a 41 city tour with both Microsoft and IBM, speaking with company owners and c-level executives on the benefits of processor invention… Read more
John is a nationally recognized corporate comedian and emcee who draws on his condition as being a recovering big four CPA to deliver messages that hit home with corporate audiences. John’s customized performances and observations of everyday corporate America help teams break down barriers, foster unity, and strengthen bonds. With over 1800 performances, he consistently… Read more
Lindsay Stevenson is the vice president of finance and tax at First Financial Bank USA. She is an involved member of a number of committees at the AICPA, the ASCPA, and SDCPA and the 2017 AICPA Outstanding Young CPA award recipient. As a CPA, CGMA, Lindsay is dedicated to the future of the accounting profession… Read more
Alexis Kimbrough, the founder of the Growth Group, specializes in helping musicians gain financial independence and live prosperous financial lives. Since 2008, the Growth Group has delivered financial education, tax, accounting, and bookkeeping services for independent artists, record labels, and recording studios. She believes that without musicians, the world would be a boring place; and even… Read more
David Gosselin is a partner at DBBMcKennon, a PCAOB registered firm with offices in Newport Beach, Santa Monica, and San Diego, California. He has pioneered equity crowdfunding for the CPA industry. After the passage of the Jobs Act in 2012, David sought to become the national CPA expert and thought leader in equity crowdfunding for… Read more
