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Welcome to Journey to D365, the podcast that covers everything related to Microsoft Dynamics365 implementations. This podcast is not affiliated with Microsoft and covers the realistic truth behind D365 Finance and Operations and Business Central ERP implementation success. Whether or not you are new to the world of D365, this podcast is for you. Hosted by Eric Kimberling, CEO of Third Stage Consulting Group.
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Join Tom Hall (@Mortgage_Tech_Tom) in discovering the latest in the world of mortgage technology. Join us for interviews with tech founders, mortgage broker owners, lenders and everything in-between. If you’re in the mortgage industry, and believe technology will continue to play an integral role, this is the podcast for you.
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Women In Retail Talks

Women In Retail Leadership Circle

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The Women in Retail Talks podcast features female retail leaders who defined their own career success and made their way to the metaphorical corner office. These powerhouse retail leaders share their personal stories, including proudest accomplishments, epic fails, major career shifts and everything in between, to give you the perfect dose of executive leadership and professional development. Every other week you’ll get real advice and valuable lessons from these C-suite women. Women in Reta ...
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In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → Being a part of a technology & AI panel at the recent Canadian Mortgage Summit (CMS), and how the shine of AI is coming off. → BluRoot being on the recent Globe & Mail list of the top grow…
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Melina Costanza is an 8x US National Champion. Sometimes as a youth, sometimes as a collegiate, sometimes in Open, sometimes in bouldering, sometimes in lead, sometimes both. Yes, last year at Open Nationals (2023) she won both Bouldering and Lead. She is set to compete in the 2024 Open Nationals coming up in a week, so after you listen to this pod…
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In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → Geoff Willis' article about the possible effects of the new Anti-Money Laundering (AML) requirements on tech, and it's impact on Agent independence. → The new mortgage rules from CMHC that…
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Ward Byrum is the Director of Routesetting for all Movement gyms in the East Region. Yes, that Movement. The biggest climbing gym chain in America and probably the world. That means that Ward and his team decide what the climbing will be like for thousands of climbers. Scratch that, ten’s of thousands of climbers. It might even be hundreds of thous…
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In our final episode of Season 1, I speak with Pirmin Bircher, a renowned digital transformation author and consultant, who shares his wealth of experience from countless successful D365 implementations. He’s also the author of the book 99 Tips for Successful D365 Implementations. Pirmin brings incredible insights from helping clients through their…
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In this episode, we're joined by Adrian Schulz. Adrian is the EVP of Centum Financial Group from Winnipeg, Manitoba, and is also the President of Imperial Properties Corp. Adrian has nearly 20 years of real estate industry experience with a focus on property management, finance and technology. He is an Associate of the Canadian Condominium Institut…
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Tom Randall is an iconic climber and founder. You might know him as one of the Wide Boyz, as one of the founders of Lattice Training, as a high level coach, or for his 5.14 Trad FA’s or even his FA of the worlds hardest crack boulder, aptly named “The Kraken” [V13]. Ya, Tom’s done it all, and has helped the best in the world do it even better. In t…
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In this week's episode, I speak with Richard Sides the CEO of Adroit North America and he shares valuable insights on how to achieve success with Dynamics 365 and Business Central implementations. Richard has some fantastic advice you won’t want to miss! We will also touch on how Microsoft Co-pilot is transforming healthcare by improving operationa…
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In this episode, we're joined by Scott Larter. Scott is the VP of Business Development at OPTA Information Intelligence, and is also the VP of Data Solution Sales at FCT (First Canadian Title) from the Greater Toronto Area in Ontario. OPTA and FCT entered a partnership in 2020 to focus on building data products for the mortgage industry, amassing a…
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David Fitzgerald is back after an absolutely incredible season. Dave was previously on for Testpiece Episode #55, a total fan favorite. Last season Dave had a list of climbs in different styles to tackle. Tierrany, a V14 endurance bloc in Yosemite. Equanimity, a V15 ultra tech testpiece in Tahoe. Lucid Dreaming, the V15+ straight forward power prob…
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In this week's episode, I speak with Jakob Bent Smed with Alpha Extensions about change management in D365 implementations, we’ll cover the human side of change as well as the emerging tech side of change with AI. We will also touch on how AI is revolutionizing Microsoft D365. CONTACT MY TEAM AND I: https://www.thirdstage-consulting.com/contact-us/…
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In this episode of Women in Retail Talks, Women in Retail Leadership Circle Managing Editor Marie Albiges interviews Amy Smith, chief brand and impact officer at TOMS, a Certified B Corp global footwear and lifestyle brand with a mission to improve lives. Listen in as Smith shares her eclectic career background, TOMS expansion beyond its original o…
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In this episode, we're joined by Dan MacDonald. Dan is the Co-Founder and CEO of Ownwell from Vancouver, BC, who formerly worked his way up at Lendesk through product management to be the CPO. Ownwell drives repeat and referral business for Canadian mortgage pros by helping their clients build wealth through homeownership. Using data, Ownwell sends…
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Garrett Gregor was the head routesetter for the Paris Olympics boulders! That’s all you need to know. Just stop reading this description and start listening now. Garrett is also an accomplished competitor, placing as high as 4th at Nationals, an experienced coach at the legendary Team ABC, and did we mention he’s an elite routesetter?! IFSC Level 5…
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In this week's episode, I speak with Adam Mansfield from UpperEdge about how to negotiate D365 Cloud subscriptions and also how to navigate some of the tricky pricing options they have. If your organization is in the middle of the procurement process for a D365 implementation, you’ll definitely want to stick around for this one! We also break down …
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In this episode, we're joined by Jason Henneberry. Jason is an entrepreneurial junkie from Duncan, BC, with a passion for helping real estate and mortgage pros attract and convert more clients. He’s the creator and co-founder of several widely implemented tech and finance solutions including LenderSpotlight, The VIP Club, Strategy Hub, Fundible, an…
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In this episode of Women in Retail Talks, Women in Retail Leadership Circle Senior Editor Marie Albiges interviews Neha Kumar, chief operating officer and co-founder of Full Glass Wine Co., a brand acquisition and management firm focused on revitalizing the direct-to-consumer wine market and currently operating Winc, Bright Cellars, Wine Insiders a…
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Dr. Tyler Nelson is the founder of Camp 4 Human Performance, a company focused on bringing the principles of sport science to climbing. Tyler is focused on being a cutting edge resource for training and rehabilitation of climbers. This means he is always knee deep in research papers from all sorts of sports and asking how we might apply those lesso…
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Journey to D365 Ep3: Lessons from Successful D365 Implementations, D365 Warehouse Mobile App In this week's episode I speak with Jeff Nelson, one of our Senior Managers here at Third Stage Consulting. We cover key insights and lessons learned from successful D365 implementations. We also discuss the key points from the release of the D365 warehouse…
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In this episode, we're joined by Nathan Yeung. Nathan is the Vice President, CMO Services at Find Your Audience Marketing Partner from Vancouver, BC, a fractional marketing team for B2B SaaS businesses. Nathan leads teams of marketing managers, graphic designers, media buyers, coordinators, and freelancers to develop and implement marketing strateg…
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This is the episode to learn everything about one of, if not the, most important parts of our climbing kit — chalk! The real topic here is how to maximize friction between your hands and the holds, which is crucial for sending your hardest. Kevin Brown joins the pod and goes deep on the science of how to get the best friction on holds. He talks abo…
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Journey to D365 Ep3: Power Platform & Co-Pilot in D365 Implementations, Next Generation AI Enhancing SCM In this week's episode I speak with Mary Myers, an accomplished consultant in the D365 space. We discuss how power platform and co-pilot can impact and enhance D365 implementations. Later we also touch on next generation AI and how it’s affectin…
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In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → Centum's Mortgage Monitor, home auto-valuation models or AVMs, and the difference between Canada and the US when it comes to AVMs. → How networks are playing in technology in how they're u…
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In this episode of Women in Retail Talks, Women in Retail Leadership Circle Senior Editor Marie Albiges interviews Rachel Jones, senior vice president and chief product innovation and science officer at GNC, a leading global health and wellness brand. Listen in as Jones outlines her background as a nutritionist that led her to this role, how she bu…
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Professional climber, coach, routesetter, and frequent Testpiece podcast guest, Tim Kang, is on the pod this week to share his thoughts about the Paris 2024 Olympics. Tim may be best known for his highball ascents that culminated in the film Focus, but Tim is also a seasoned competition climber with multiple World Cups under his belt. Tim loves com…
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Journey to D365 Ep2: Microsoft’s Recent Updates to Dynamics 365, The Objective Pros and Cons of D365 In this week's episode I speak with Tony Ford, a Senior Manager here at Third Stage Consulting. We dive into an objective discussion on the pros and cons of D365. With extensive experience and hands-on involvement in managing several D365 pr…
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In this episode, Massimo and I discuss where he's been the past few weeks, what led to his shift in focus, and what's next for him and Cloven CRM. In this episode we cover: → The benefits of a single focus, when you've hit the point to stop splitting your focus, and how you can narrow your focus. → What to think about in personal vs company brandin…
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Tom O’Halloran is arguably the best climber in Australia. He’s an Olympian, he’s climbed 15a and v14, and done FA’s nearly up to those grades as well. But the reason we wanted to have him on the podcast is because of the amazing YouTube content he puts out. He dives into the nuances of hard climbing in a way that actually helps people climb hard. T…
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In this debut episode of my new podcast, Journey to D365, I speak with Rick McCutcheon who hosts his own podcast called PartnerTalks-Dynamic Discussions with Microsoft & Partners. We discuss how an organization can find the best D365 partners and resellers with Rick sharing a wealth of insight and valuable tips. We also touch on a recent D365 failu…
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In this episode, we're joined by Jeff Ingram. Jeff is a Co-Founder & Mortgage Broker at Ingram Mortgage Team from Surrey, BC, and has been in the mortgage industry for 15 years. Jeff is also a Co-Owner of Compare My Offers, the first tool of its kind where Brokers can educate clients on the differences between lenders and products and show them the…
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In this episode of Women in Retail Talks, Women in Retail Leadership Circle Co-Founder Melissa Campanelli interviews Jackie Ardrey, president, chief executive officer and director of Vera Bradley, Inc., parent company of lifestyle brands Vera Bradley and Pura Vida. Ardrey is also a member of Women in Retail Leadership Circle! Listen in as Ardrey de…
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Ethan Salvo is back on the podcast! Ethan's first episode (linked here) was a fan favorite so when Josh visited Squamish for a few days they met up do an impromptu live/in-person recording. Since the last recording, Ethan has climbed arguably the hardest climb in Squamish, The Singularity. The experience he had on it was fascinating and made him qu…
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In this episode, we're joined by Shawn-Marc Melo. Shawn-Marc is the Founder & Principal Broker at Lendwire Inc. from Ontario, a leader in Canada's new FinTech initiative in the mortgage space. Lendwire combines multiple branches of a brokerage, a lender, and they are also moving into the tech space. This model allows them to use capital from the br…
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Noah Wheeler and Benn Wheeler represent the next generation of climbers. At 21 and 19, they are some of the strongest board climbers in the world and their styles reflect that. They also are bring a unique point of view to the world of climbing content with their YouTube channel, Wheel Rock. These brothers have climbed up to V16 outdoors, FA’d up V…
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In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → MCAP & RMG Mortgage being direct document transfer in Velocity and why more companies are doing this. → Finmo adding more integrations and what you can try out today. → How challenging mar…
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AJ has been competing at the highest level for decades. She has won multiple Bouldering World Cups and she climbs just as hard outdoors with her iconic send of The Swarm (v13/14) in Bishop which was recently featured in Reel Rock. AJ also coaches some of the top up and coming Youth Athletes (one of her athletes recently won Nationals), through her …
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In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → The Rocket Mortgage & BRX partnership and what it could mean for Brokers. → Nesto's acquisition of CMLS, which includes Intellifi, and what this could mean for Nesto Mortgage Cloud. → The …
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Drew Ruana is one of the strongest boulders in the world. Period. He over a hundred V14+ sends, and lots of then are V16. While some other climbers may have that amount of blocs under their belt, no one has accumulated this many in such a short time. Drew goes into his infamous “Send Colorado” journey, which is his goal to send all V14 and up bould…
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In this episode, I embark on my first solo show with a new format titled "Market Update", where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → The new Anti-Money Laundering (AML) regulations from FINTRAC that will come into effect in Canada on October 11th of this year. → The Pine & Wealthsimple partnership…
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In this episode of Women in Retail Talks, Women in Retail Leadership Circle Senior Editor Marie Albiges interviews Claudia Lima-Guinehut, executive vice president and chief merchandising officer at Claire's, the global teen fashion brand known for ear piercing and accessories. Lima-Guinehut shares how she moved through her nonlinear career journey,…
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Felipe Camargo is one of the top climbers in our sport with sends up to 9b and V15. That’s impressive… But what’s more impressive is that he began climbing Brazil where there was no professional climbers, no routes past 8b+, and no modern training facilities. Felipe managed to send the iconic 50m 9a+ Papichulo by mainly training on a 3x3m spray wal…
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In this episode, we're joined by Reuven Gorsht. Reuven is CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Deeded is a technology platform that provides a virtual real estate and mortgage closing experience, who's mission it is to make real estate transactions frictionless, affordable,…
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Tim Kang is a frequent guest on the podcast, but now you get to hear him do a more typical interview. Tim is a professional climber and coach that has competed at the World Cup level, won a Psicobloc competition, climbed v14 and 5.14d, but he is best known for his daring sends of the wildest highballs in Bishop which culminated in the popular film …
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In this episode, Massimo and I discuss internet phones and why you should consider using one for your business. In this episode we cover: → How internet phones work, what to look for in an internet phone, and if you should be using one. → The importance of integration with CRM systems, call quality, and ease of use. → Pricing models of various comp…
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In this episode of Women in Retail Talks, Women in Retail Leadership Circle Senior Editor Marie Albiges interviews Diana Barnes ("DB"), chief brand officer and creative director of WHY Brands Inc., the parent company for baby lifestyle brand Munchkin and Curio Home Goods. Listen in as Barnes discusses her hands-on approach to creative work at the c…
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Greg Loh was one of the strongest boulders in the world during the mid 90’s and early 00’s. He traveled all over the world putting up FA’s of V13+ and climbing with the best. He competed in WC’s, the X-Games, and even won Nationals twice for speed climbing. He is known for being one of the first people who truly embraced bouldering as a discipline …
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In this episode, Massimo and I discuss how you can go about executing a client-centric webinar, and different ways you can use a webinar in your business. In this episode we cover: → What to look for in a webinar application. → The differences between webinar applications like Zoom, Zoho Webinar, and other softwares. → The intersection of quality, …
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Entitlement is the opposite of flow and perhaps the most damaging frame to have over the long term in your climbing. This can come from training, previous sends, or comp placement. Hear stories about Daniel Woods and other pro-climbers who have avoided this frame. And hear from Tim Kang and Josh Horsley about how they coach others and themselves to…
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In this episode, we're joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game"…
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