Vivian J. Paige, MBA, MS, CPA, CGMA has extensive experience in taxation and accounting. She was a successful sole practitioner until selling her firm 10 years ago and joined the faculty of her alma mater, Old Dominion University.  She is currently a member of the faculty at Christopher Newport University, where she serves as a mentor to the next generation of CPAs. Clare Levison is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. In addition to her passion for professional ethics, Levison is a fervent financial literacy advocate and the author of “Frugal Isn’t Cheap: Spend Less, Save More, and Live Better.”

Sage Advice Podcast

Thought Leaders - Vivian Paige and Clare Levison on the DE&I Course developed for the Virginia Society of CPAs

Lorena Diaz currently lives in Barcelona but is a citizen of the world. After graduated in Psychology, she started her career in Ireland where she acquired international experience in a Recruitment consultancy called CPL. Then she opened and managed a new CPL branch in Barcelona. Since early 2018 has worked at Sage as a Talent Acquisition Partner, initially for Spain and Portugal, lately for Global Product Delivery. Her passion for human development drives her to always go beyond her Talent responsibilities and bring happiness to everything she does.

Sage Colleague - Lorena Diaz on talent acquisition and development in the tech industry

Bill Woolsey is the President and Founder of FiveTwo, a network that equips faith-based entrepreneurs to launch a variety of sustainable startups. In 2015, the network launched a "Mother Teresa meets a friendly Mark Cuban" education process that helps entrepreneurial leaders to grow their dreams into nonprofits and small businesses that make a difference in financially sustainable ways. Bill is also the author of Seven Steps to Start, a practical how-to book written from a front-row seat of over 30 years of startup experience.

Thought Leader - Bill Woolsey on discerning your calling

Kevin Cullen is the president of Leadera Consulting Group. He has spent 40 years working in the field of personal and organizational transformation, providing business consulting, training, and development to individual leaders and Fortune 500 companies. His expertise and commitment to the development of leadership skills within an organization have allowed business leaders to define and seize growth opportunities, rapidly improve performance, build the culture, and attain specific, measurable business results within their organizations. Kevin has found the key to achieving extraordinary results versus more of the same is created through disruption and coaches his clients on how to be effective disruptors in their organizations. Free download: 7 Elements of a Breakthrough Charter Free download: 9-Step Guide to an Effective Leadership Message

Thought Leader - Kevin Cullen on the Leader's Job

Gary Thomson, CPA, serves as a Practice Management Consultant to CPA Firms with a focus on strategy, leadership development and coaching, succession planning, owner compensation, M & A, culture, profitability, and innovation. Gary leverages his 35-years of public accounting to advise firms for the future. He is also a featured speaker on topics such as motivational leadership, accountability, as well as a variety of public policy issues.  Gary currently serves as a member of the AICPA Council and in 2020 completed a term as Chairman of the Virginia Society of CPAs.  

Thought Leader - Gary Thompson on the impact of Covid-19 on people inside firms

Ron Nash is an experienced business operations leader who has successfully developed and scaled multiple high-valued technology companies. He is known for executive leadership of high-growth breakthrough technology companies as well as for providing critical executive leadership in both rapid growth and turnaround situations in multibillion-dollar technology companies like Perot Systems and EDS.  He has developed companies as a CEO and led both publicly and privately held companies and taken companies through their initial public offering. His book is entitled The Making of a Business Leader: My Path to Leadership in the Information Technology Industry.

Thought Leader - Ron Nash on The Making of a Business Leader

Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community. In this episode, we talk to Nick about the practicalities of running a front & back office project in parallel, the models he follows to ensure everyone is on the 'same page' when implementing & Nick shares customer stories on how they implement & use CRM.

Sage CRM Podcast Series - A session with Rainbird Business Solutions- Episode 2

Kevin Snow is a sales expert and a serious technology geek who knows how to help his clients take their automation game to the next level and is changing the game of business development. With a 20-year career working with brands like Frontier Communications, Nextel, Salesforce, and BNI, his knowledge, skills, and understanding of communication and technology are getting real results for the businesses he works with. Kevin knows how to integrate digital technology with your sales process in an authentic, professional way. He’ll show you what you’ve been missing in terms of ensuring an effective system of outreach, and trust-building.  For more text SELL SMARTER to 6124294298

Thought Leader - Kevin Snow on juggling business ownership and sales

Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community. In this episode Nick talks about his beginnings with supporting CRM for Sage UK customers, Jeff considers how beginning in a customer support role has helped to work with customers and how Nick works to get CRM into the first phase of accounting system implementations

Sage Partner - Sage CRM Podcast Series - A session with Rainbird Business Solutions- Episode 1

Alan Berrey. Subject matter experts are the most valuable members of any organization. They establish a vision, forge paths, create products, solve problems, sell customers, and cure ailments. Companies cannot prosper without experts. Early in Alan Berrey's career, he recognized the influence of technical experts. In the decades since, he has chronicled experts and discovered why some wield massive power and persuasion, while others do not. He has summarized the influence of experts in his recent book, Beyond Expertise: How Trust, Vision, and Delivery Will Redefine Your Relationships with Customers and Colleagues

Thought Leader - Alan Berrey on his book Beyond Expertise

David Carmell is the founder of both DEALROCKiT and STARTUP ROCKiT and a top 50 global fintech thought leader who felt there had to be a better way for individuals and businesses to accelerate transactions, fast-track growth and launch new ventures and next acts. He recognized finding a better way required building something new. With that in mind, David set out to create a self-driving "I can take it from here" solution that removes the barriers between you and where you want to go. Feel free to review DEALROCKiT.

Thought Leader - David Carmell on freeing entrepreneurs to be the innovators

Roger Philipp. For almost 30 years, Roger has motivated aspiring CPAs to pass the CPA Exam. As the lead instructor for Roger CPA Review, Roger connects overarching themes with helpful tips and tricks for the Audit, Business Environment & Concepts, Financial Accounting & Reporting, and Regulation sections of the CPA Exam. Throughout the program, Roger breaks down difficult accounting topics into simplified concepts. His renowned memory aids include creative mnemonics and humorous anecdotes that help students retain vital information in a fun and interesting way – improving students’ recall on exam day.

Thought Leader - Roger Philipp on the changes to the CPA Exam

Bharat Kanodia has appraised over 2000 businesses and signed off on assets worth $2.6 trillion in value.  He has appraised unique assets like the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, Brooklyn Bridge, Mirage Casino LV, among many others.  Bharat is the Founder of Veristrat, a company that helps startup founders and VCs by telling them what their companies are worth, and a Board member of the American Society of Appraisers.  His latest endeavor is his YouTube Channel What's It Worth? He lives in the San Francisco Bay area with his family.

Thought Leader - Bharat Kanodia on why valuations are such a mystery

Before Spreadsheet.com, Matt Robinson was founder and CEO of Rollbase, a low-code rapid application development platform acquired by Progress Software, and Recruitforce.com, a SaaS applicant tracking system acquired by Taleo, now known as Oracle Taleo Business Edition. He has a BS in Mathematics from Bates College and an MS in Management from Stanford University. Offer: Free Premium level access to Spreadsheet.com until Oct 17, 2021

Thought Leader - Matt Robinson on reinventing the spreadsheet

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode Ken explains how his latest product, S5Maps, is much more than just another route mapping tool, we ask Ken what he'd like to see in future releases of Sage CRM and Jeff outlines some thoughts on inclusions for future releases.

Sage Partner - SageCRM Podcast - A session with Ken Schmidt of s5CRM - Ep3

The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

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Sage Advice Podcast

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