Sage Thought Leadership Podcast

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 expenses into one platform, which Airbase offers, a...

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 and Edwin also discussed the impact of the declin...

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 of digital accessibility supporting equal access...

"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 Outstanding, managing AR to shrink Days Sales Outstanding...

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 help lead members through an unprecedented era of...

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 front-line fundraiser, as well as an executive in some...

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 streamline their recruiting, applicant tracking, and electr...

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 conviction is that the core value of data cannot be over...

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, having co-founded several successful businesses i...

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 balances his career with a hobby farm, raising chickens a...

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. Addressing the challenge of transferring investment da...

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 banking team. At Goldman, Justin advised CEOs, CFOs and...

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 firms, which led to opening an Apple Computer Store...

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: guiding and equipping firm owners with the necessary...

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/Programmer whose main role is to develop and sup...

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/Programmer whose main role is to develop and sup...

When it comes to unlocking human potential and achieving organizational success, there's no one quite like Christian 'Boo' Boucousis, CEO of Afterburner Inc. A former fighter pilot turned business founder, author, and inspirational speaker, Boo has earned over 1,000 five-star Google reviews for his unparalleled expertise in human behavior and organizational performance. Whether he's speaking to a...

Founder of Egress Solutions, Mike Smart. For over 25 years in the information technology and software industry including several executive positions with responsibility for product management, product marketing, development and operations for NASDAQ--traded companies in the internet and software industries. Michael Smart has successfully guided the development and launch of new products in the int...

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/Programmer who's main role is to develop and sup...

Dan Michelson is the Founder and CEO of InCommon , a "for purpose" company that helps companies turn culture into a strategy that drives productivity and engagement by ensuring everyone feels connected and part of the CORE. He has a 20+ track record of helping to build high-performing, high-growth companies with world-class cultures. In his upcoming book, Holy Shift! Moving Your Company Forward to...

Rusty Shelton is Founder and Chairman of Zilker Media, Senior Marketing Strategist at Forbes Books, and an active speaker to audiences around the world. He has written three acclaimed books, including his newest, The Authority Advantage: Building Thought Leadership Focused on Impact, Not Ego which is co-authored with Adam Witty.   Summary Introduction to Rusty Shelton. Focus on leading with the lo...

Chris Meroff is a CEO, founder, author and serial entrepreneur with a passion for helping business professionals find fulfillment in their work through sustainable success. In 2011, he started his first company, MSB Consulting. In 2019, he pivoted into the venture capital space, currently, he owns a variety of startups in various industries throughout Austin and Maine, ranging from hospitality, re...

Rick Yvanovich is a serial entrepreneur, techie, Brit, baby boomer, and professional bean counter with over 40 years of experience in various businesses, including supermarkets, the accounting profession, breweries, newsagents, defense manufacturing, IT, and property development. He has worked at BP in the UK, Singapore, Switzerland, Vietnam, and China where he first served as a Finance Manager. R...

Lauren Maffeo is an award-winning service designer working full-time at Steampunk where she serves the U.S. federal government. She is a founding editor of Springer's AI and Ethics Journal and an adjunct lecturer of Interaction Design at The George Washington University. Lauren has written for Harvard Data Science Review , Financial Times , and The Guardian . She has also presented her research on...

Sharekh Shaikh is the Founder of CleverX , a platform that powers market research teams by providing them with access to the tools and the hardest-to-reach commercial audiences. The company's platform allows users to build a network with business professionals and fellow entrepreneurs via video calls, enabling entrepreneurs to avail expert advice and grow their businesses. Before becoming a tech e...