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Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc thinks out loud about the future trends he sees in CRM - from collaboration to integration, the reality of what customers really ask for & he will build - this year & into the next.

Susan Markey represents clients in general corporate, taxation, and nonprofit matters. She draws from a diverse background in government, accounting, and law to serve as a holistic business advisor, and believes that legal advice should be both easy to understand and practical. Susan assists clients with a wide array of tax issues, including tax controversies, audits, appeals, planning, and structuring, as well as researching tax law, drafting legal appeals, and memoranda. Susan also counsels clients on mergers and acquisitions, business formation, joint ventures, and general corporate matters, while leveraging her tax background to help guide them toward profitable solutions.

Scott Peterson is Vice President of U.S. Tax Policy and of Government Relations for Avalara, Inc.  Scott is a frequent speaker and is a nationally recognized expert on sales tax policy, sales tax administration, and sales tax automation.  Accounting Today named Scott to the Top 100 Most Influential People in Accounting in 2018, 2019 and 2020. Prior to joining Avalara Scott was the first Executive Director of the Streamlined Sales Tax Governing Board and Director of the South Dakota Sales Tax Division.  A U.S. Army veteran Scott holds a master’s degree from the University of South Dakota.  Read Avalara's full report.

Alex Nowrasteh is the director of immigration and trade at the Cato Institute’s Herbert A. Stiefel Center for Trade Policy Studies. His popular publications have appeared in the Wall Street Journal, USA Today, the Washington Post, and most other major publications in the United States. His peer-reviewed academic publications have appeared in The World Bank Economic Review, the Journal of Economic Behavior and Organization, Public Choice, and others. Alex regularly appears on Fox News, MSNBC, Bloomberg, NPR, and numerous television and radio stations across the United States.

Christopher Skinner is a mathematician, computational linguist, connecting business metrics to the psychology of employees and customers.

Catherine Dahl is the CEO and co-founder of Beanworks by Quadient, also known as Sage AP Automation, an innovative platform that connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and reducing costs. As a CPA and CMA professional, she knows first-hand the challenges of financial management and is dedicated to driving change through innovation. Receive a $20 gift card for attending an AP automation demo.

Dre Baldwin is a graduate of Penn State University and had a nine-year career as a professional basketball player. He’s a noted expert in discipline, confidence, mental toughness, and personal initiative. He authored 27 books and holds a YouTube Silver Play Button (100,000+ downloads). Today, he makes it easy for entrepreneurs to have consistent mental toughness and confidence to deliver their best, mentally and physically, even when they least feel like it. Learn more at www.workonyourgame.com and www.dreallday.com.

David Bergstein is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real-time information. Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. Additionally, in 2018, Val Steed, CEO at K2 Enterprises, LLC, added him to his Top 15 Accounting Technology Executives of all time.

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he chose the path or, rather, how the path chose him, to become a Sage CRM ISV partner, where he sees the future of Sage CRM heading in 2020 & beyond, and how customers are awakening to the potential of 'everything in one place.

Marcey Rader is an award-winning global speaker, multi-certified health and productivity expert, and President of Rader Co. Her training company specializes in the accounting and biotech industries and partners with organizations to keep good people and rescue teams from burnout. She's trained thousands of people across the US and worldwide on how to extinguish their email, master their tasks, conquer the calendar, and escalate their energy. Her latest book, Work Well. Play More! Productive, Clutter-Free, Healthy-Living - One Step at a Time offers simple behavioral shifts in novice, master, and pro levels. Download the introduction of Marcey's book.

Cited in Episode #1 of The Soul of Enterprise, Declaring Independence from the Tyranny of Taylorism, Matthew Stewart has influenced Ron and Ed's thinking for over a decade. His seminal book, The Management Myth, eviscerates any notion that business is a science. It is art, full stop. During this episode, we will dig deep into Matthew's thinking and what he suggests as alternatives.

Liz Warner is currently a Partner Enablement Manager at Sage, focused on implementation and consultant enablement. Liz loves leading teams and is a proud self-proclaimed Operations Nerd – although she loves Strategy, too. Liz is originally from Montana and has a passion for national parks, travel, opera and astronomy. She currently works from her home office in Brooklyn, NY with her husband and two children.

Tom Hood, CPA, CITP, CGMA is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. Tom just stepped onto the global stage after 23 years as the CEO of the Maryland Association of CPAs. He was named the second most influential person in accounting by Accounting Today Magazine for the ninth year! LinkedIn recruited Tom as one of their Top 100 Influencers with a following of over 750,000. He is a member of Forbes Finance Council and was inducted into the Accounting Hall of Fame.   Are you FutureReady? Take the test here.

In 2020, Zuora and Subscribed Institute commissioned The Harris Poll international survey on what consumers most value about subscriptions: The latest “The End of Ownership” report. And some fascinating findings from the latest Subscription Economy Index™. Why do consumers love subscriptions?: Convenience (42%) Variety (35%) Cost Savings (35%)

Miguel Heinōnen is an entrepreneur and avid YouTube vlogger as founder and CEO of Heirizon, a map-based employment marketplace. He likes to talk about all things startup and entrepreneurship (the good, the bad, and even the ugly). Check out Miguel’s website.

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he started with Sage CRM, the shared experiences of CRM over the years, why user adoption is so important & how their products help embed CRM for their users.

Ed and Ron were honored to have Joshua Gilder on the show. As former President Ronald Reagan’s senior speechwriter, his first speech for the President won acclaim for the line “Go Ahead, Make My Day!” He co-authored two State of the Union addresses and contributed to many of the President’s televised speeches from the Oval Office. He wrote Mr. Reagan’s highly regarded 1988 Moscow Summit address to students at Moscow State University, which opens The Soul of Enterprise.

Mike Moll is the founder of Market Me, a consulting firm focused on helping solopreneurs monetize their skillset and build systems to turn it into a real business. Have a look at Mike's Generate Amazing Leads Course - go.marketme.co/leads

Bant Breen is a successful global marketing and media executive, entrepreneur, and academic. Bant is the Executive Chairman and Founder of Qnary, an award-winning executive reputation management and talent branding solutions company. Qnary was listed as one of the 360 best companies by Entrepreneur magazine in 2018 and 2019. In 2010 Bant was inducted into the AAF Advertising Hall of Achievement. In March 2020, Bant received his Ph.D. His thesis explored the perceptions of artificial intelligence by the advertising industry.

This topic was inspired by Fender, founded in 1946: It discovered that 90% of new guitar players quit within 3-6 months, many within 30 days. Those who stick with it for one year become a customer for life. So it created the Fender Play app, a digital library of over 3,000 online video lessons on how to play the guitar. It attracted around 130,000 subscribers within 3 years, with a 95% retention rate. Subscribers spent 40% more on Fender products. During COVID Fender offered a free trial to Fender Play, and attracted 1 million subscribers within several months. We can learn three lessons, according to Tien Tzuo’s newsletter: Practicing experimentation makes perfect—It’s OK to admit you don’t know what you don’t know. “You find holes by falling into them. Then you fill them and you never do that again.” Constantly tinker with pricing and packaging. Stay in tune with the customer: understanding the qualitative human elements of the customer experience Listen to the analytics: retention is important, but so are harder-to-quantify metrics like engagement. People are messy and complicated