Episode 185 - New Newsletter, Tailor-Made Tasklet, and Ed Kless is Leaving Sage

Steve Hearsum discussed the limitations of quick fixes and the importance of functional collaboration in a complex world. They also explored the link between anxiety and creativity, and the need for leaders to acknowledge their limitations and learn. Lastly, they examined the persistence of the heroic leadership concept and the need for a shift in …

Domenic Colasante discussed the potential benefits and challenges of integrating artificial intelligence in marketing, emphasizing the importance of human expertise and the need for more personalized and impactful content. The concept of heroism was also explored in relation to professional life, with Domenic identifying CMOs as heroes due to their…

Summary David G. Ewing emphasized the importance of mapping individual customer journeys, utilizing a systematic approach encompassing systems, processes, culture, and incentives to deliver exceptional customer experiences. He highlighted examples that exemplified the power of empathy and cultural values in providing meaningful customer service. Fi…

Summary Anton Skornyakov, the co-founder and managing director of Agile.Coach, discussed his role in coaching organizations and individuals on agile project management methodologies. He emphasized the importance of delivering small, useful pieces of a project to customers for feedback and the challenges encountered when implementing new ERP systems…

Scott Tillema discussed the importance of negotiation skills in various fields, particularly business, and how techniques used in crisis negotiations can be applied to business situations. Scott emphasized the need for emotional intelligence, self-regulation, and effective communication in difficult conversations. He also discussed the importance o…

Kendyl Campbell , a director of strategic partnerships, emphasized the importance of bridging the information gap between companies, field operations, and financials. She highlighted the potential for cost savings by integrating systems to eliminate the information gap and shared her role in creating the "Dirty Boot Show" podcast, aiming to connect…

In this episode Gary Feldman, CEO of I-Business Network and board member of 90 Minds, discusses his transition from helping companies to exploring the potential of AI in enhancing ERP systems. He shares insights from his session on "How AI Will Supercharge ERP," emphasizing the rapid advancement and integration of AI technologies in business manage…

Vik Pothnis discussed the significance of partnerships and alliances at Fyle, where Vik serves as a leader. They also explored the difficulties in expense management, such as manual reconciliation of credit card statements, broken bank feeds, and errors in reconciliation. Vik noted the lack of visibility into spend data, which hinders controllers a…

Episode 184 - End of an Era and Embracing DUG

In this episode Ed Kless interviews Chuck Peddy, VP of 90 Minds and Senior Consultant at Smartbridge, live from Palm Springs. Chuck discusses his drive to improve people's lives through efficiency and delves into AI's significant impact on various industries, including its rapid integration into ERP systems like Sage Intact. He humorously acknowled…

In the podcast, Cody Manning discusses his professional journey and current role as the Chief Sales Officer. He shares his passion for helping individuals reach their full potential and highlights the potential for extreme efficiencies in AP automation. Cody also discusses a project with a small customer, illustrating how automation can improve wor…

Meg Higgins discussed the challenges small businesses face in navigating technology, with Meg emphasizing the need for assistance. Meg shared her experience in business development and strategy. The conversation shifted to Meg's admiration for Ray Dalio, a hedge fund investor and author, and the increasing complexity of tax compliance for businesse…

Anthony Sanchez, a seasoned software industry professional, shared his passion for his work and the satisfaction he gets from making people's lives easier through the solutions he helps develop. He discussed the Tax Relief for American Families and Workers Act of 2024, highlighting a key provision favorable to businesses, and the potential challeng…

Apryl discussed her experiences and strategies in marketing and customer relations. Apryl shared her career journey and her current focus on helping businesses grow. She also talked about the use of marketing personas, with Apryl emphasizing the importance of regularly updating and utilizing these personas to better understand and connect with cust…

Ann Donie explored the potential of their product to enhance customer productivity and offer advice on best practices. They also discussed anonymizing customer data and implementing appropriate security measures to improve the product. Ed suggested the product could suggest trade methods based on asset descriptions, which Ann agreed to, noting the …

Episode 183 - Acumatica Summit 2024 Recap (Part 4)

Hitendra Patil discussed the evolving role of accounting firms, emphasizing the shift from output to outcome. He highlighted the challenges of defining and demonstrating this difference to clients. Hitendra also noted changes in the business model of accounting firms, with a decrease in hourly fees and an increase in fixed fees. He suggested that a…

Inder Seth, the CEO of Limelight Software, discussed her journey in the tech industry. Inder shared her passion for problem-solving, innovation, and collaboration. She also explained how her company's automation software has transformed the way finance teams operate. Inder mentioned that her son, who has special needs, is her hero due to his selfle…

Colette Markham shared her insights about the Nuvei's marketing approach, which involves understanding the needs of their partners and tailoring strategies accordingly. She mentioned that about 20% of their top Partners are broken down into tiers, and each partner's needs are addressed individually. She also highlighted the shift towards virtual ma…

Brett Michalson shared about the company's focus on enhancing the Sage Intacct ecosystem with integrations, automations, and intelligence products. He also reflected on his professional journey and the importance of fully leveraging a new finance and accounting system. Furthermore, Brett emphasized the importance of actionable insights for decision…

Jeremy Almond discussed the limitations of traditional financial services and how his company, Paystand, is using blockchain technology to improve the industry. He emphasized the benefits of Paystand’s service, such as faster money transfers, automated processes, and eliminating fees. Ed Kless brought up the emergence of blockchain technology, whic…

Episode 182 - Acumatica Summit 2024 Recap (Part 3)

Scott Hollrah discussed the mission and culture of Scott's company, Venn Technology. Scott emphasized the importance of freeing small and medium-sized businesses from time-consuming tasks through integrations between cloud accounting and CRM solutions. He also underscored the significance of company culture, noting that their relaxed and fun cultur…

Ben Parker shared his professional journey and insights on the evolution of expense management, emphasizing the need to balance controlling and insight into spend. Ben also revealed that his father, a successful salesman, was his hero due to his dedication and integrity. Ed concluded the interview by providing contact details for Ben. Ben Parker is…

Andy Nunez is an industry leader with extensive expertise in operational and sales domains, specializes in ERP consulting and ISVs. His M&A career started in 1997 with ePartners, eventually leading to the co-founding of NexTec Group. As SWK Technologies' CRO, he increased revenue from $7M to $50M, was pivotal in 17 acquisitions, and aided SWK's NAS…

Zack Manning shared his career journey and his passion for sales and customer success. He emphasized the importance of building high-performing teams and his instrumental role in FISPAN’s growth. Zack also discussed his approach to sales, adding value for the customer, and the importance of technology in streamlining financial transactions and allo…

Daniel Cuthew discussed the importance of data-driven decision-making and the role of technology in facilitating this process. Daniel, the global partnership executive at Phocas Software, shared his mission to create value for Phocas and their partners through innovative and customer-centric solutions. He emphasized the need for technology that is …

Episode 181 - Acumatica Summit 2024 Recap (Part 2)

Geof Brown is Illinois CPA Society President and CEO, role he took over in 2023 and has quickly moved to maintain the society’s position as a thought leader in the profession while stepping up as one himself. In fact, Geof was named as one of Accounting Today’s most influential people in the profession! In December 2023, the ICPA released the socie…

Thejo Kote discussed the challenges and solutions in expense management for small and medium-sized companies. Thejo Kote, founder and CEO of Airbase, a spend management platform, explained the difficulties of bringing together disparate systems to properly understand expense management. He highlighted the benefits of consolidating all non-payroll e…

Edwin Willis, Director of Channel Sales for Quadian Financial Automation, shared his journey in the channel sales industry, emphasizing the role of mentors and his team in his growth. He also discussed his focus on helping his team achieve their goals. The need for strong partner relationships to drive business growth was a topic of discussion. Ed …

Episode 180 - Acumatica Summit 2024 Recap (Part 1)

Diane Gaa is a Learning Professional with over 20 years' experience in the learning industry specializing in executing transformation strategies for human resources and learning & development currently working at Sage as Director of Design, Experience and Technology. Her passion is to help others become their best at whatever they dream; advocacy o…

“BC” Krishna is the founder and CEO of Centime, Inc., a provider of comprehensive cash management solutions to small and mid-sized US businesses. Cash is the lifeblood of every business, and yet, most business don’t have the solutions to manage critical aspects of the cash control lifecycle – forecasting, managing AP to extend Days Payables Outstan…

Geni Whitehouse is a CPA and the President of the ITA, the Founder of The Impactful Advisor, and a consultant to wineries in the Napa Valley. Whitehouse’s resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. In her role at the ITA, she has a mandate to …

Erik Tomalis is a proven fundraising professional and has always been forward thinking, donor and people driven, but most of all results oriented. With 20+ years of professional fundraising experience, Erik made over 4,500 face-to-face donor solicitations where he has raised millions of dollars for many non-profit organizations. He served as a fron…

Brian M. Kelly is the Managing Partner of CMS (Cost Management Services) at iRecruit. Brian 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 iRecruit for our Sage HRMS customers to meet the need to automate and streamlin…

Christopher Reeves claims to be as passionate about data as he is about food and music. Christopher is the CEO of ZAP, makers of Sage Data and Analytics and is a technologist with a product and finance background. As a 20-year veteran in the manufacturing, ERP and data space, Christopher has lived through many technology hype cycles, but his convic…

Anthony Miller is the business Development Director at Flowgear, a global business that specialises in integration and aims to shed the workload & complexity of App-to-App integration quickly & affordably, using their no code platform. Anthony is also a serial entrepreneur with a passion for building innovative businesses with inspirational people,…

Jeremy Hemsworth is a seasoned marketer and U.S. Army veteran. He currently leads partner marketing at Ramp and has held various marketing roles at Microsoft, Slack, and Salesforce. Throughout his career, he has focused on helping customers understand how tech and automation can boost productivity and business impact. Based in Nashville, he balance…

Episode 179 - Heading West and Preparing for Directions NA

In the late 1990s, Ryan Kerry initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices. Addr…

Justin Smith is the Chief Financial Officer of LeaseQuery. Justin provides leadership and oversight for capital allocation, financial management, operational efficiency and investor relations. He brings nearly 20 years of experience and came to LeaseQuery in 2023 from Goldman Sachs, where he was a senior member of their technology investment bankin…

Tom Miller After a career of over 5 decades in the technology industry Tom Miller currently works directly with the ownership of Net at Work to assist in driving the company’s M&A strategy. His career began as a mainframe sales engineer for Sperry Univac, followed by founding a computer service bureau providing automated computer services to CPA fi…

Adam Lean transitioned from an accountant to a successful entrepreneur, having built and sold two businesses. He's now dedicated to guiding business owners and is the brains behind The CFO Project—a platform that trains accountants and tax professionals to offer CFO and advisory services. Through his experiences, he discovered his true passion: gui…

Summary Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare. Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst…

Episode 178 - Peter Wolf and Copiloting the CRM Journey

Summary Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Bea Rebollo from Renishaw Plc, who are a global engineering technology group, creating high-precision technology for metrology and healthcare. Operating across 67 locations in 36 countries with 5,000+ employees worldwide, Bea is the Senior Sage CRM Analyst…

Episode 177 - Closing out 2023 and Events Chatter for 2024