Sage Thought Leadership Podcast

Liz Farr is a B2B copywriter who is also a Certified Public Accountant. She spent 15 years working in tax and accounting, first at a small H&R Block office in rural New Mexico, and then at several small public accounting firms in Albuquerque, New Mexico. Liz has been a CPA since 2005, and a freelance writer since 2015. Her work in public accounting was mostly in tax, working primarily with small closely-held businesses, trusts, estates, and high net-worth individuals. She has worked on audits, reviews, and compilations for many of these same businesses, as well as governmental entities and non-profits. Summary Leadership, ghostwriting, and personal growth. Leadership styles and their impact on employees Ghostwriting and interviewing techniques Voice, language, and disruption with a transcription expert

3 Okt 20237min

Brooke Janousek is a fractional CMO and digital nomad on a journey to intentionally live a joyful life. She is the founder of The Grow CMO, a fractional leadership solution for effective marketing growth that she founded in 2022 after two decades as a leading expert in the marketing industry. You can follow her digital nomad journey along with her “lessons on the road” at Brooke on the Grow. Find her article From Razors to Fun: How Billie's Sold-Out Board Game Aligns with Their Bold Mission on LinkedIn. Summary Why do you do what you do? Lead generation and brand. Brand is about what people say about you because of what you put out in the marketplace. No worries if you can't do this. Who is a hero and why are they a hero?

28 Sep 20238min

The Future Accountant  A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business. Part 2: Assess & Evaluate Continuing the conversation... what to look for in your business, signs that you're at risk, self-evaluations, and full stock and inventory of your business Click here for a free assessment tool. Summary Understanding where we want to go Signs that an organization is at risk for data overload Taking a step back and asking the "why"

27 Sep 20238min

Seth Fineberg is a highly experienced editor and seasoned business journalist passionate about researching and delivering valuable information on what makes businesses tick. This has come in many forms, from straight news articles and features to thought leadership and content marketing. This path has led him to where he is now, and where he plans to head, as an industry consultant and content strategist focused primarily on the advancement and success of the accounting profession. Summary The importance of the accounting profession and its impact on small businesses Professionals need to learn to say no more Mental health in the accounting profession Controlling work-life balance and finding positivity in tax season Sports hero Thurman Munson and contact information for guest Seth Feinberg

26 Sep 20239min

For over three decades, Neil Rogers has built a successful career in sales and marketing, working with clients in a wide range of verticals, including pharmaceutical, biomedical, manufacturing, logistics, financial services, and government defense contractors. He is the  Owner and VP of Marketing and Sales at Rogers Marketing, winner of several Million Dollar Sales awards, the Velocity Award for growth, and the Heavy Hitter Awards for large accounts. Neil and his wife Lori are the creators/owners of the Positive Activity 11-Step Process, using scientifically proven activities to increase the quality of life and business through creativity, optimism, and positivity. Bar Tips is his first published book, drawing on the lessons learned during his years as a bartender that Neil has applied for success in sales. Neil started the non-profit PASE (Parents Assisting Special Educators) and PASE After 21 for special needs adults. Discover more at: https://www.positiveactivity.net/ Check out Neil's book at https://www.positiveactivity.net/bar-tips-book Summary Introduction to Neil Rogers. Why do you do what you do?  Taking ownership of your business. The importance of holding yourself accountable. Positive activity is the practice.  Spelling to communicate with autism. How to get in touch with Neil

21 Sep 202313min

The Future Accountant  A mini-series with Matt Lescault of L-W Consulting discussing the impending disruption in the accounting industry. We will help you assess if your organization is at risk and cover actionable steps you can take right now to protect and prepare your business. Part 1: The Retirement Revolution A brief overview of the great retirement of accountants and the lack of new talent entering the field. Click here for a free assessment tool. Summary The retirement revolution and the future of accounting The problem with the number of accounting graduates How do we build institutional knowledge around accounting? How do you make the job more efficient? Having a working policies and procedures document What can you do to help facilitate this process?

20 Sep 202312min

Robin Hall is the driving force behind VARC Solutions. She is a sought-after instructor and speaker for venues such as Scaling New Heights and CNN Radio. Robin developed VARC Solutions’ signature product using Quickbase, NAN Practice Manager, a CRM designed specifically for CPAs and other accounting professional. She was named one of the 25 Most Influential Women in Accounting by CPA Practice Advisor for 2016. Summary Why accounting burdens should be lifted for business owners to focus on their passion. Starting a business and offering accounting services. Business growth and hiring employees. Hiring, onboarding, and learning from mistakes in a business. The importance of clients and their impact on personal growth.

19 Sep 20237min

Charles Lubar is a graduate of Yale University and Harvard Law School and holds a Master’s Degree in taxation from Georgetown Law. For two-and-a-half years he worked in the Chief Counsel’s Office of the Internal Revenue Service in Washington, D.C. He spent thirty-four years as a partner for the global law firm Morgan Lewis. Lubar most recently served as a Senior Counsel at McDermott Will & Emery. Born and raised in Washington, D.C., Lubar spent two years as an entrepreneur in Nairobi, Kenya, and has been a resident of London, England since 1971. Over fifty-plus years of international tax practice in London, he has represented a substantial number of well-known entertainers with respect to their international tax and often other issues including Michael Jackson, the Muppets, and several contributors to the James Bond films. Summary Introduction to Charles. Why did you go to Nairobi, Kenya?  An improbable journey into the world of money and law. Working with the Muppets. Who’s a hero and why are they a hero?

14 Sep 202316min