Reappraising the Annual Performance Appraisal
January 20, 2017
Hosted by Ron Baker and Ed Kless
Do you know anyone who was motivated going into, or coming out of, their annual performance appraisal? Most organizations and employees are dissatisfied with the performance appraisal process, so it remains a curiosity why this methodology continues to exist. Performance appraisals don’t improve performance and they don’t drive careers; they are an incidental effect of other dynamic systems. In essence, appraisals are the paper-shuffling ritual that sanctifies decisions already made. Ed and Ron will discuss several companies that have ditched this anachronistic practice for processes that actually improve performance.
The Soul of Enterprise: Business in the Knowledge Economy
Friday at 1 PM Pacific Time on VoiceAmerica Business Channel and VoiceAmerica Variety Channel
The Soul of Enterprise is designed to champion the insight that wealth is created by intellectual capital, a product of the inexhaustible human spirit.
Wealth is above all an accumulation of possibilities. These possibilities lie hidden in the womb of the future, waiting to be discovered by human imagination, ingenuity, and creativity, manifested in free enterprises dedicated to the service of others. Tune in to The Soul of Enterprise, with Ron Baker and Ed Kless, broadcast live every Friday at 1 PM Pacific Time, on the VoiceAmerica Business Channel and the VoiceAmerica Variety Channel.
Ron Baker and Ed Kless
Ronald J. Baker started his career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute, the leading think tank dedicated to improving the professions for posterity.
As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995 and has authored fifteen courses for them.
He is the author of the best-selling marketing book ever written specifically for the professions, his latest book published in December 2010, “Implementing Value Pricing: A Radical Business Model for Professional Firms.”
Ron has toured the world, spreading his value-pricing message to over 110,000 professionals. He has been appointed to the American Institute of Certified Public Accountants’ Group of One Hundred, a think tank of leaders to address the future of the profession. He was named as one of Accounting Today’s Top 100 Most Influential People in the profession eight times, and selected as one of LinkedIn’s 150 Influencers.
He graduated in 1984, from San Francisco State University, with a Bachelor of Science in Accounting and a minor in Economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California.
Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also serves as the liaison to the Sage Leadership Association.
Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner that grew to 20 team members and $5 million in revenue. At Third Wave, Ed developed the implementation methodology and led the CRM and ERP consulting teams.
Ed is a frequent contributor to industry publications, including the Journal of Accountancy, Harvard Business Review and HR.com, and has spoken at many conferences worldwide on project management, pricing, and knowledge workers. He is also active in the Information Technology Alliance (ITA). He lives north of Dallas with his wife and two children and ran for Texas State Senate in 2010 and 2012 as a Libertarian.
- 1/20/2017: Reappraising the Annual Performance Appraisal Listen Now
- 1/13/2017: The Soul of Enterprise: Business in the Knowledge Economy Listen Now
- 1/6/2017: Interview with Gary and Jim Boomer Listen Now
Gregory L. LaFollette, CPA, CITP, CGMA
Greg is one of the most recognized and respected voices on technology within the accounting profession. He has a broad background in the field, having spent time in private practice, as an executive with a top-tier technology vendor and as an editor of a leading publication keyed to accounting technology. He is also a sought-after speaker at trade shows and conferences.
Prior to joining CPA.com, Greg was a consultant to public accounting firms and to technology vendors with a focus on the accounting profession. Additionally, he was the Executive Editor of TheTechGap the country’s first blog specifically created for the tax and accounting profession and for vendors who seek to serve that community, and Senior Manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP. He and his wife Kaye have one grown daughter and choose to live in their hometown of Sioux Falls, SD. View Guest page
Mickal Adler is manager of Adler’s Jewelry in New Orleans. He was a partner in a law practice before he came back to work for his family’s business, Adler’s Jewelry, more than a decade ago. Mickal is now part of a fourth generation of owners and operators of the business. Adler’s Jewelry Adler’s Jewelry started Coleman E. Adler I in 1898 as a manufacturing jewelry store on Royal Street in the historic French Quarter. It moved to Canal Street and has been in that location more than 100 years, where it has held its position as the leading jeweler in New Orleans and the Gulf South. Adler’s is a “special occasions” business with five separate departments: luggage, crystal, silver, home fashion, and jewelry. Talking points – from Mickal: • Founded in 1898, Adler’s is a fourth generation family-owned full-service manufacturing jewelry and gift retailer • Our family grew up retail. We live retail; we love retail • My personal mission is to empower the company to deliver happiness without limits • Honored to be considered a New Orleans tradition for gift giving, purveying the world’s finest brands and providing custom manufacturing • Gratefully involved and contributing to the community in which we live. View Guest page
Despite our intentions, why do we so often fail to act in our own best interest? Why do we promise to skip the chocolate cake, only to find ourselves drooling our way into temptation when the dessert tray rolls around? Why do we overvalue things that we’ve worked to put together? What are the forces that influence our behavior? Dan Ariely, James B. Duke Professor of Psychology & Behavioral Economics at Duke University, is dedicated to answering these questions and others in order to help people live more sensible – if not rational – lives. His interests span a wide range of behaviors, and his sometimes unusual experiments are consistently interesting, amusing and informative, demonstrating profound ideas that fly in the face of common wisdom. In addition to appointments at the Fuqua School of Business, the Center for Cognitive Neuroscience, the Department of Economics, and the School of Medicine at Duke University, Dan is also a founding member of the Center for Advanced Hindsight View Guest page
John Babcock serves as the CFO for Satellite Industries, the world’s largest supplier of products to the portable restroom industry including restrooms, trucks and deodorizers. Satellite is headquartered in Minneapolis, Minnesota and its European headquarters is in Brussels, Belgium. In addition, there is an office/warehouse in Tamworth, UK and Wülfrath, Germany. The United States has warehouse locations in Virginia, Kansas, Oregon and California. Satellite Industries For products, Satellite has 12 models of portable restrooms ranging from standard to wheelchair accessible and various specialty models. Restrooms are available in flushing and non-flushing, shower models and in Europe, fully plumbed restrooms with warm water hand wash stations. The company also offers a variety of squatting restrooms for markets in Asian and Middle Eastern countries. Satellite is the leading manufacturer of portable restroom trucks in North America, ranging in size from small 400 gallon slide-in modules to 2500 gallon aluminum tanks placed on chassis from Peterbilt, Ford, Freightliner, Dodge, Kenworth, and Heno. Satellite also builds septic trucks and select modules for use in the oil and natural gas industries Safe-T-Fresh deodorizers and cleaners, manufactured by Satellite Environmental, are located near Austin, Texas. Types of products include liquid, packet and tablet deodorizers, cabana sprays, cleaners for washing down restrooms and trucks, graffiti remover and other important products for the portable sanitation industry. There are environmentally friendly deodorizer formulas available in liquid and packet. Safe-T-Fresh also offers the industry’s first and most comprehensive customer loyalty program, ROI Rewards. Other products include free-standing handwash and hand sanitizer stations and holding tanks used in high volume applications. View Guest page
David is the founder and CEO of Expensify, wine aficionado, and all around alpha geek. David started programming when he was 6 and it has been his primary activity ever since, with a brief hiatus for world travel, technical writing, project management, and now running Expensify. Since 2008, David and Expensify have been making the world a better place, one expense report at a time. Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany. A pioneer in the expense management space, Expensify has become the model for all similar solutions. David is married to an opera singer and has the cutest beagle in the world. David loves third world travel and first class wine, but hates expense reports. View Guest page
Gabie Boko is global executive vice president of marketing for Sage. With 20 years’ experience in the high tech space, Gabie has worked across a variety of technology organizations. Her focus has been on building, developing and managing high performance marketing teams across small business solutions as well as complex enterprise software including business intelligence, ERP, and CRM both on premise, in the cloud or hybrid solutions. In the past 5 to 10 years, marketing has truly gone through a revolution. Gabie has focused on delivering excellence in marketing and customer experience (CX) strategies in addition to streamlining the marketing operation through a connected digital experience. She loves helping companies build digital forward brands by leveraging a true human to human approach to unearth and connect all aspects of digital marketing through social media, web site development and demand generation and transactional content. These skills are all reinforced by her experience in traditional aspects of product marketing, corporate branding and communications, field marketing, partner development and sales. Born and raised in Alaska, the pioneer in Gabie loves to be part of companies that challenge her and help her continue to learn and grow. View Guest page
L. Gary Boomer
L. Gary Boomer is the Visionary & Strategist of Boomer Consulting, Inc., an organization that provides consulting services and peer communities to leading accounting firms. BCI's vision is to make you more successful and future ready. The areas of focus are: Planning, People and Processes with technology as the accelerator.
Gary is recognized in the accounting profession as the leading authority on technology and firm management. For over 15 years, he has been named by Accounting Today as one of the 100 Most Influential People in Accounting. Boomer Consulting, Inc. is also a member of Inside Public Accounting's 10 Most Recommended Consultants. View Guest page
If you really want to talk shop, Kirk brings over 15 years of experience developing FileMaker databases and web applications as well as systems integration. As the principal of MightyData, Kirk heads an elite team of FileMaker Certified Developers and Authorized Trainers. He is a renowned speaker at the FileMaker Developer Conference and PauseOnError un-conference. Anyone who knows Kirk realizes that to become the Visionary of Value means walking the walk and talking the talk. To that end, Kirk is a Practicing Fellow at the VeraSage Institute and a proud graduate of EntreLeadership. View Guest page
As a director of View Legal, Matthew specializes in trusts, tax, superannuation, asset protection, estate and succession planning and related areas, and has been recognized in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates. He has enjoyed developing a number of innovative legal products for advisers and their clients, including establishing what is generally regarded as Australia's first virtual law firm. He speaks for many industry associations, accounting firms, financial advisers and commercial businesses, on a variety of specialist legal topics. Since 2010, he has increasingly provided assistance to other professional service firms in re-engineering their business models. In early 2006 he gave away the family television (effectively replicating for his 4 daughters the TV free upbringing he had). He’s published a collection of illustrated children’s stories in addition to his multiple published law related books and business book “The Dream Enabler.” View Guest page
John Chisholm is a third generation lawyer who prior to establishing John Chisholm Consulting in 2005, has held senior executive positions in leading Australian legal and accounting firms for more than 17 years, transforming them into market leaders in their fields. He is recognized for his management, leadership and visionary skills, as well as his ability to think outside the square. As part of his consultancy practice John was part-time Executive Chairman of the Melbourne practice of PKF Chartered Accountants & Business Advisors (Now BDO Australia) from 2006-2008, guiding them through a full financial integration with PKF Sydney and Brisbane. John was admitted to practice as a Barrister & Solicitor in 1979, and practiced principally in commercial and property law. He is a member of the Law Council of Australia, the Law Institute of Victoria, the Australian Legal Practice Management Association and also a senior fellow of the Verasage Institute View Guest page
John Chisholm was previously a partner and managing partner at Maddocks, chief executive of Middletons and executive chairman Melbourne PKF Chartered Accountants. John established his own consultancy, John Chisholm Consulting, in 2005 to share his expertise and experience with professional service firms in Australia, New Zealand and worldwide who look to maximise their business performance. He now speaks, trains, facilitates, coaches and consults. View Guest page
Timothy Chou has been lucky enough to have a career spanning academia, successful (and not so successful) startups and large corporations. He was one of only a few people to hold the President title at Oracle. As President of Oracle On Demand he grew the cloud business from it’s very beginning. Today that business is over $2B. He wrote about the move of applications to the cloud in 2004 in his first book, “The End of Software”. Today he serves on the board of Blackbaud, a nearly $700M vertical application cloud service company. View Guest page
Anthony Clark is a former speechwriter, committee professional staffer, and legislative director in the U.S. House of Representatives. In the 111th Congress he directed hearings and investigations of the National Archives and presidential libraries for the House Committee on Oversight & Government Reform. He writes about presidential legacy and Congress and has been published by Salon, Time, and History News Network. He is a recognized expert in federal and presidential records and libraries. Born and raised on Long Island, New York, he graduated from St. Aidan School in Williston Park and Chaminade High School in Mineola. He earned a Master of Science in Management and Systems from New York University, and worked for eighteen years as an information technology consultant. Anthony now lives in rural Maryland, where he enjoys the outdoors and misses bagels and pizza. View Guest page
Lee Cockerell is the former Executive Vice President of Operations for the Walt Disney World® Resort. "As the Senior Operating Executive for ten years Lee led a team of 40,000 Cast Members and was responsible for the operations of 20 resort hotels, 4 theme parks, 2 water parks, a shopping & entertainment village and the ESPN sports and recreation complex in addition to the ancillary operations which supported the number one vacation destination in the world." Lee has served as Chairman of the Board of Heart of Florida United Way, the Board of Trustees for The Culinary Institute of America (CIA), the board of the Production and Operations Management Society and the board of Reptilia a Canadian attractions and entertainment company. In 2005 Governor Bush appointed Lee to the Governor's Commission on Volunteerism and Public Service for the state of Florida where he served as Chairman of the Board. Lee and his wife Priscilla live in Orlando Florida. View Guest page
James H. Cohen and Sons, Inc. is a dealer in rare coins, currency, antique arms, and armor, operating on Royal Street in the New Orleans French Quarter since 1898. It was his great grandfather’s business. He is fourth generation in the business. He also went to law school and practiced law before coming back to the business. Talking points – from Steve: • Dealer in collectibles such as: rare coins and currency, antique arms and armor • Owned and operated by 3rd, 4th and 5th generations in the same Royal Street building where the family business began in 1898 • Client base includes many generations from the same families. We often “let” our good clients warehouse our good merchandise for us, often buying items back after many years • People regularly bring collectibles to our store for us to evaluate and authenticate. The condition of a coin or other item usually determines its value and that is something that the general public can’t do • James H. Cohen and Stephen M. Cohen are both Red Book Contributors, invited to help establish prices for rare coins in the highest regarded annual publication of the industry • We have served as expert witnesses and have been called upon to divide collections among estate heirs • We have a long list of unique, unusual and special items that have passed through our doors View Guest page
Robert G. Cross
Robert G. Cross is the Chairman and CEO of Revenue Analytics. He is widely recognized as the foremost expert in the field of Revenue Management. Robert G. Cross guides Revenue Analytics’ strategic vision and provides a wealth of industry expertise. He is actively involved in client work, and his leadership has been instrumental in helping develop leading Revenue Management capabilities for Revenue Analytics clients, including The Coca-Cola Company, Marriott International and InterContinental Hotels Group. Labeled the “Guru of Revenue Management” by The Wall Street Journal, Robert G. Cross, prior to Revenue Analytics, founded Talus Solutions, Inc., a company credited with creating billions of dollars in value for clients such as Delta Air Lines, Ford Motor Company and UPS. Talus was acquired by Manugistics Group, Inc. in December of 2000 for $366 million. View Guest page
Christina has been an entrepreneur for over 20 years and has had a knack for discovering niche markets, from service industries to consumer goods. She’s done event planning and land development feasibility, owned a retail store, and now designs and manufactures MediFashions, award-winning accessories to make medical devices fashionable. Christina won the 2014 Rule Breaker Awards grand prize. Christina founded CastMedic Designs. In 2010, she broke her foot and was horrified when the doctor came in with the big, ugly, black boot. She was going to New York City the next day and thought, “I can’t go to New York looking like this!” She searched the Internet and found there was nothing on the market to make the boot look fashionable and, in turn, make her feel better about wearing it. She came back and started researching and designing products. She thought the faux fur cuff was really fun and kind of made it look like an Ugg boot. The Sock-Its were designed to add some color and fun to the boot, depending on your mood or style. Three of the styles are great for kids to use for their friends to sign (red and blue mesh and the neon green). Just strapping a flower on your booth should bring a smile to your face! And the Click-Its are just a really fun way to express what you like. CastMedic Designs Cast Medic Designs has designs to wear for casual, work, and going out. Talking points – from Christina: • Created CastMedic Designs because I broke my foot the day before I was going to NYC and didn’t want to be in the Fashion Capital of the World in an ugly medical boot. Not finding anything on the market, and 4 million boots prescribed annually, I launched this business • Lost a fortune hiring a “retail expert” who did nothing • Persistence and perseverance got my product manufactured • Won $20,000 and was named Steve Harvey’s top inventor on his syndicated show • Did my own publicity and appeared in over 50 media outlets in one year including several national media View Guest page
Seth David is the Dean of Beans at schoolofbookkeeping.com and President of Nerd Enterprises, Inc. which provides consulting and training services in Accounting and productivity based software. Consulting services range from basic bookkeeping to CFO level services such as financial modeling. Nerd Enterprises, Inc. and now schoolofbookkeeping.com is one of the leaders in the small business accounting world in online training resources offering courses on a wide range of software products. Seth David has been a top 10 speaker at The Sleeter Group’s Accounting Solutions Conference for the past few years. Seth makes extensive use of social networking tools, and web videos to maximize the impact of his training. His unique style and personal touch has helped him develop a large worldwide audience consisting of accountants, bookkeepers, and small business owners, as well as general consultants and technology enthusiasts. Seth graduated from Pace University in 1996 with a bachelor's degree in Accounting. Prior to starting his own firm in 2003, Seth worked at Biggs & Co., CPA's. An accounting firm based in Santa Monica, CA, specializing in bankruptcy, from 2001 to 2003. Seth’s role there was to perform audits; prepare tax returns for Corporations, S-Corps, LLC's, Partnerships; and bankruptcy compilation work for SEC reporting and litigation. Previously, from 1999 to 2001, Seth was a Senior Revenue Accountant for the Veterinary Centers of America. While there he managed the revenues for over 80 animal hospitals ensuring that the monthly closing entries were prepared so that the monthly and quarterly financial statements could be produced in accordance with SEC regulations. Seth also worked as an Auditor for United Government Services, a division of Blue Cross and Blue Shield of Wisconsin auditing Medicare cost reports under contract with HCFA (Health Care Financing Administration) from 1996 to 1998. Seth David attended Pace University and received a Bachelor of Busin View Guest page
Adam Davidson is an American journalist focusing on business and economics issues for National Public Radio. He is currently one of the co-hosts of the Planet Money podcast. Previously he has covered globalization issues, the Asian tsunami, and the war in Iraq, for which he won the Daniel Schorr Journalism Prize. His work has won several major awards including the Peabody, DuPont-Columbia, and the George Polk Award. His radio documentary on the housing crisis, The Giant Pool of Money which he co-reported and produced with Alex Blumberg, was named one of the top ten works of journalism of the decade by the Arthur L. Carter of Journalism Institute at New York University. Adam Davidson writes the weekly "It's the Economy" column for the New York Times Magazine, and a monthly column for the Plain Communities Business Exchange. He has also written for Harper's, The Atlantic, GQ, and Rolling Stone, and he has given a talk at TED.
From 1988 to 1992 Davidson studied for a B.A. in religion and the humanities at the University of Chicago. View Guest page
John has over 30 years' experience with Accounting and ERP solutions, over a wide diversity of industry segments. For the last 20 years, John has directed his passion for providing a one-stop-shop solution to cemeteries and funeral homes for all of their business requirements. John is a respected leader in the Death Care profession, both in Australia and the USA, and has consulted on complex business systems implementations and process transformation to more than 50 cemeteries during that time frame. Axiom Business Systems Axiom Business Systems was incorporated in 1983, with John and Anne Field as the principal directors. As an Australian owned company, Axiom Business Systems has grown steadily since its foundation to become an International organization, serving a varied client base with financial and customized management systems, in both Australia and North America. Axiom Business Systems has maintained a stable and effective ownership and management structure, with the original directors still holding full ownership of the company’s shares. After many years of installing and supporting customizable accounting solutions, in 1998 a large cemetery in Australia commissioned Axiom Business Systems to design a highly integrated cemetery management suite, linking funeral order reservations, cemetery maps, financial systems and public enquiries. After successfully implementing the system into a number of cemeteries in Australia, the Axiom Cemetery Management Suite was then launched into the North American market at the International Cemetery, Cremation and Funeral Association Conference in Orlando during April 2002. View Guest page
David D. Friedman
David Director Friedman is an American economist, physicist, legal scholar, and libertarian theorist. He is known for his writings in market anarchist theory, which is the subject of his most popular book, The Machinery of Freedom (1973, revised 2014). He has authored several other books and articles, including Price Theory: An Intermediate Text (1986), Law's Order: What Economics Has to Do with Law and Why It Matters (2000), Hidden Order: The Economics of Everyday Life (1996), and Future Imperfect (2008).
David Friedman is the son of economists Rose and Milton Friedman. He graduated magna cum laude from Harvard University in 1965, with a bachelor's degree in chemistry and physics. He later earned a master's (1967) and a Ph.D. (1971) in theoretical physics from the University of Chicago. Despite his later career, he never took a class for credit in either economics or law. He is currently a professor of law at Santa Clara University. View Guest page
Steve supports, encourages, and provokes effective leadership in critical times. He has specialties in leadership, mentoring, consulting, change management and transition, visioning and mission definition, and the Prochaska Model of change. View Guest page
George Gilder is the author of 18 books: Bitcoin&Gold: Information Theory of Money (forthcoming); Knowledge & Power: The Information Theory of Capitalism; Men & Marriage; Wealth & Poverty (new edition 2012); The Spirit of Enterprise; Life After Television, Microcosm, Telecosm, The Silicon Eye, and The Israel Test. Knowledge and Power was libertarian "book of the year" at FreedomFest 2013. George is a contributor to Forbes, National Review, and the Wall Street Journal. He is also a venture capitalist (angel) specializing in U.S. technology companies. He wrote and edited the Gilder Technology Report, is number 27 Management Guru in Clayton Christensen's Top 50, is founder and fellow of the Discovery Institute, and was the most quoted living author by President Ronald Reagan. His specialties: Long distance running, chiefly trail and hill races, and Nordic skiing. View Guest page
Dr. Jules Goddard
Dr. Jules Goddard earned his MA at Oxford, an MBA from Wharton, and his PhD from London Business School. He's a Guest Lecturer at INSEA and formerly Gresham Professor of Commerce and Mercers School Memorial Professor at The City University. He is currently Research Associate of the Management Lab (MLab) at London Business School. He's a teacher, writer and consultant in the areas of business creativity, strategic thinking, leadership and corporate transformation. Lead designer and director of senior-level, high-profile development programmes for many companies, including BP, ICL-Fujitsu, Rolls-Royce, Orange, Prudential, Ericsson, BG Group, Rio Tinto, Mars, Smith and Nephew, SCA, Danone, and Volvo. Over the last 10 years, he has worked with a third of the FTSE 100 companies.
Specialist advisor on strategic issues facing professional services firms, including Freshfields Bruckhaus Deringer, Smith System Engineering, Conran Design Group, Braxton, Banque Paribas, Lazard Brothers, PricewaterhouseCoopers, J Walter Thompson, Benfield, Deloittes, SHL, and Credit Suisse.
Recent publications include articles on futuristic models of management (Sloan Management Review), the economic crisis (Business Strategy Review), cost strategy (Business Strategy Review), a new definition of accountability (Interconnections), as well as a monograph on employee engagement, social media and management innovation (CSC Leading Edge).
My book on organisational strategy, co-authored with Tony Eccles and entitled Uncommon Sense and Common Nonsense, was published by Profile in 2012. He is married, with 4 children, lives in London and Provence. View Guest page
Wendy has worked as an end user in the accounting departments of various organizations since the early 80’s. During Accpac Plus’s infancy, she was involved in one of the world’s largest deployments of Accpac Plus at that time, a large WAN installation that extended from Burnaby to Jakarta. Since early the 90’s, Wendy has worked in all aspects of the organization supporting customers in technical support, consulting, sales, project management. BAASS Business Solutions BAASS is a full service technology firm with over twenty-five years of industry experience. With a broad client portfolio, BAASS serves over 3,500 clients across North America and the Caribbean. With a past record of successful system implementations, BAASS has been recognized within the industry on numerous occasions. Recognitions include being ranked in Accounting World’s Top 100 VARs, Accounting Technology Magazine’s Pacesetters Award, two consecutive Business Partner of the Year awards from Sage Software Inc., and ten consecutive Sage President’s Circle awards for being a top performing Business Partner. With an experienced team of IT and business application and design consultants, BAASS offers a comprehensive range of services including needs assessment, management consulting, system design and configuration, software training and technical support in accounting, ERP, CRM, e-business, custom solutions, and specializes in Sage HRMS, Sage CRM, Sage 300 ERP, and Sage ERP X3 products. View Guest page
“My travels through the world of work and leadership include roles in management and consulting. I've watched and participated in the stories I now tell. The stories reflect moments of joy, pain and truth. They offer insights into what works and doesn't work for leaders. Now, approaching my 40th year of practicing management, consulting and coaching, I have been struck by how unhealthy workplaces have become. My journey now focuses on helping these places to heal by helping heal the leaders who lead them.” - Howard View Guest page
Dr. Reed K. Holden
Dr. Reed K. Holden, Founder of Holden Advisors, is a world-class pricing expert who helps clients build go-to-market strategies to drive price leadership, selling backbone and profitable growth. Dr. Holden specializes in helping sales organizations avoid the Procurement Buzz Saw by implementing value strategies to recognize and counter margin-reducing buying tactics. He is an enthusiastic and persuasive advocate for demonstrating customer value and price leadership with companies that need to adapt in highly competitive markets.
In 2012 Dr. Holden published Negotiating with Backbone: Eight Strategies to Defend your Price and Value and in 2008, he published with co-author Mark Burton: Pricing with Confidence: Ten Ways to Stop Leaving Money on the Table, a top selling pricing book for the executives. He also co-wrote The Strategy and Tactics of Pricing 2nd and 3rd editions during his tenure as CEO of Strategic Pricing Group. A dynamic and engaging presenter with over 20 years of experience, Dr. Holden is a regular speaker and keynote for executive and sales events for Fortune 1000 companies. He is engaged to facilitate negotiation, pricing and customer value workshops and coaches sales people and senior executives in companies that strive for price leadership. View Guest page
Executive director and CEO of MACPA since January 1997, Tom’s passion is connecting with members, listening to their issues, and gaining direct member feedback in order to best meet their needs. Tom was named the second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time on the list). He is a nationally recognized author, speaker, and consultant, featured in the Journal of Accountancy, Accounting Today, and AccountingWeb. He won the AICPA Special Recognition Award for his contributions to the profession leading the CPA Vision Project in 2003. He is also considered as a thought leader in the Association Community speaking at the DigitalNow Conference and the ASAE (American Society of Association Executives). In addition to his history as an association executive and CEO, Tom has experience as a high level executive in industry as past treasurer and CFO of Bryn Awel Corporation, a privately owned $75 million highway construction company. Maryland Association of CPAs (MACPA) The Maryland Association of CPAs is the only state professional organization serving the exclusive needs of Maryland CPAs. MACPA is 100% member organization offering training and networking for Maryland’s CPAs View Guest page
John Jantsch is a marketing consultant, speaker and best selling author Duct Tape Marketing, Duct Tape Selling, The Commitment Engine and The Referral Engine. He is the creator of the Duct Tape Marketing System and Duct Tape Marketing Consulting Network that trains and licenses small business marketing consultants around the world. He frequently consults with small and mid-sized businesses helping them create marketing plans and organized marketing systems that smooth the way for steady growth. View Guest page
Paul Kennedy and Paul O’Byrne have experienced just about every practice management course put on in the UK and are graduates of the Accountants Boot Camp, and many Ron Baker seminars.In their two-partner, ten-person practice in just outside London, England, they have implemented many of the lessons Ron Baker teaches and can explain what they have adapted, abandoned and benefited from. They are candid about the traumas faced in abandoning timesheets and introducing fixed price agreements for all clients, and why they are so glad they did! Since meeting Ron Baker in March 2000, Paul and Paul have challenged and argued with Ron’s views until they found it easier to go along with (most of) it. Since then they have preached, and practiced what they preached, the lessons in The Firm of the Future. They come with first-hand experience and examples of how the message can be explained in a practice setting and the effects it has within the firm and to clients and prospects. View Guest page
Mark Koziel is Vice President – Firm Services & Global Alliances at the AICPA. He oversees the development, ongoing improvement and delivery of services to members in PCPS/Firm Practice Management as well as International relations with various CPA related groups. He frequently speaks on CPA issues around the country. Prior to joining the AICPA, Mark Koziel served as Director of Media Planning for a political consulting firm in East Aurora, NY serving Presidential, Senate, Congressional and Governor races around the country. Mark was one of the founding members of the Young CPAs committee and served as Chair for two years before being appointed to the Buffalo Chapter Board and serving as President for the 2003-2004 Fiscal Year, one of the youngest President’s in the history of the Buffalo Chapter. Mark earned a BS in Accounting from Canisius College. Mark has been named one to the Top 100 Most Influential People in Accounting by Accounting Today annually from 2008-2014. View Guest page
Professor Steven Landsburg
Steven E. Landsburg is a professor of Economics at the University of Rochester, where students recently elected him Professor of the Year. He is the author of The Armchair Economist, Fair Play, More Sex is Safer Sex, The Big Questions, two textbooks in economics, a forthcoming textbook on general relativity and cosmology, and over 30 journal articles in mathematics, economics and philosophy. His current research is in the area of quantum game theory. He writes the monthly “Everyday Economics” column in Slate magazine, and has written regularly for Forbes and occasionally for the New York Times, the Wall Street Journal and the Washington Post. He appeared as a commentator on the PBS/Turner Broadcasting series “Damn Right”, and has made over 200 appearances on radio and television broadcasts over the past few years. View Guest page
Rabbi Daniel Lapin
Rabbi Daniel Lapin, known world-wide as America's Rabbi, is a noted rabbinic scholar, best-selling author and host of the Rabbi Daniel Lapin Show on The Blaze Radio Network. He is one of America’s most eloquent speakers and his ability to extract life principles from the Bible and transmit them in an entertaining manner has brought countless numbers of Jews and Christians closer to their respective faiths. In 2007 Newsweek magazine included him in its list of America’s fifty most influential rabbis. Before immigrating to the United States in 1973, Rabbi Daniel Lapin studied Torah, physics, economics and mathematics in Johannesburg, London and Jerusalem. Rabbi Lapin was the founding rabbi of Pacific Jewish Center, a legendary Orthodox synagogue in Venice, CA. Rabbi Lapin is a noted writer, published in the Wall Street Journal, National Review, Commentary, and The Jewish Press. His books are America’s Real War, Buried Treasure, Thou Shal Prosper, and Business Secrets from the Bible. View Guest page
Reginald Tomas Lee Sr, Ph.D.
Dr. Reginald Tomas Lee is an advisor and researcher in the areas of cash flow, capacity management, and profitability. Using a deep background in engineering and math, he has created tools and models that have helped executives in businesses of all types improve the management of cash flow and other financial data. Professionally, Reginald has worked in industry, academia, and consulting including leading global companies such as EY, GM, IBM, and Oracle. He has advised many marquee names such as Bristol Myers Squibb, Disney, DuPont, Home Depot, Lockheed, Office Depot, Raytheon, Toyota, and United Healthcare. Reginald has a PhD in mechanical engineering from the University of Dayton, and is the author of three books and over 40 published articles and white papers. He is a feature writer for Journal of Corporate Accounting & Finance and a contributor to the Cincinnati Business Courier. View Guest page
Baruch Lev is the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business. In his current positions, Professor Lev teaches courses in accounting, financial analysis and investor relations. Professor Lev has been with NYU for 17 years. His primary research areas of interest include corporate governance; earnings management; financial accounting; financial statement analysis; intangible assets/intellectual capital; capital markets; and mergers and acquisitions. Professor Lev is the author of five books including Intangibles: Management, Measurement, and Reporting, and Financial Statement Analysis: A New Approach. His recent book is: Winning Investors Over (2012). Lev has published over 100 research studies in the leading accounting, finance and economic journals. Professor Lev has received numerous awards and honorary doctorates. He earned his Ph.D. in Accounting/Finance in 1968 from the University of Chicago. View Guest page
Deirdre McCloskey teaches economics, history, English, and communication at the University of Illinois at Chicago. A well-known economist and historian and rhetorician, she has written sixteen books and around 400 scholarly pieces on topics ranging from technical economics and statistics to the rhetoric of law and the ethics of the bourgeois virtues. She is known as a “conservative” economist, University-of-Chicago style (she taught for 12 years there), but protests that “I’m a literary, quantitative, postmodern, free-market, progressive Anglican, Midwestern woman from Boston who was once a man. Not ‘conservative’! I’m a Christian libertarian.” Her latest book, Bourgeois Dignity: Why Economics Can’t Explain the Modern World, which argues that it was an ideological change, rather than saving or exploitation, that made us rich, is the second in a widely noticed trilogy on The Bourgeois Era. View Guest page
Dr. Mark Miller
Dr. Mark A. Miller, PE is a native-born resident of Texas. After graduating with a BS in Engineering from Harvey Mudd College, Mark began a career in the oil and gas industry as a petroleum engineer. Later receiving a PhD from Stanford University, he went on to teach petroleum engineering at The University of Texas at Austin for 18 years. After leaving UT, Mark established a worldwide petroleum engineering consulting practice and was a founder and CEO/CTO of a small company that provided software to the oil and gas industry. He is currently semi-retired and does occasional consulting.
Mark is married and has two sons and two grandsons living in Austin. He was the 2014 Libertarian Party Nominee for Texas Railroad Commissioner.
Dr. Miller's background includes extensive knowledge and expertise in oil and gas. As an experienced PhD petroleum engineer and former UT petroleum engineering faculty member, he will undoubtedly be the most qualified candidate on the 2016 ballot. View Guest page
Kevin Mitchell is the President of The Professional Pricing Society (PPS), the worldwide professional organization dedicated to pricing training, education, and networking. He is also the Publisher of The Pricing Advisor monthly newsletter and the quarterly Journal of Professional Pricing. Kevin is a frequent speaker at pricing conferences and events in North America and Europe where he often discusses trends and demographic changes within the pricing discipline. Before joining PPS in 2007, he worked for 11 years in various Financial Management fields with Colgate-Palmolive and General Electric. He has BA degrees in Economics and English from Duke University and an MBA in Marketing from The William E. Simon Graduate School of Business at the University of Rochester. Kevin lives in Atlanta, Georgia, USA and his hobbies include music, cooking, and sports. View Guest page
Dan Morris, CPA
Daniel D. Morris started his accounting career in 1984 Ernst & Young in San Jose, California. Today, he is a founder of VeraSage Institute, a think tank dedicated to promulgating and teaching Value Pricing, Customer Economics, and Human Capital Development to professionals and businesses around the world. Additionally, Dan is one of the founding partners of the Silicon Valley based CPA firm Morris + D’Angelo. As a frequent speaker at conferences, leadership development events, CPA seminars and conferences, and a consultant to professional service firms on implementing Total Quality Service and Value Pricing, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1998 and has authored and instructed over a dozen courses for them. Dan presents frequently at national and regional conferences including, the Professional Pricing Society, International Cemetery and Funeral Association, American Institute of Certified Public Accountants, Association of Accounting Marketing Executives, Principa Alliance, Midwest MAP Conference, IOMA, and various state CPA society educational organizations. Dan received his Bachelor of Science from the University of Oregon and started his career at Ernst & Young in San Jose. Dan is active with the California Society of CPAs and has held various leadership positions including president of the Silicon Valley San Jose chapter, marketing committee chair, MAP committee chair, and was a charter member of the State marketing committee. Dan serves on the CalCPA Council and is an active member in the Communications Advisory Committee. Additionally, Dan is a member of the AICPA “Group of One Hundred”, a think tank of leaders to address the future of the profession. Dan is regularly interviewed and quoted by the San Jose Mercury News and has published articles in California CPA and the Journal of Accountancy. He is active in community issues and enjoys a good policy discussion anytime View Guest page
B. Joseph Pine ll
Joe Pine is an internationally acclaimed author, speaker, and management advisor to Fortune 500 companies and entrepreneurial start-ups alike. Joe’s published work has changed how the business world thinks. His best-selling book The Experience Economy: Work Is Theatre & Every Business a Stage was the first to articulate the potential of experiences as a distinct economic offering, and literally began the worldwide shift to experience strategy. His latest work Infinite Possibility: Creating Customer Value on the Digital Frontier, explores how to use digital technology to stage experiences that fuse the real and the virtual, offering powerful new insights to address digital technology in customers’ experiences. He has consulted with hundreds of companies, bringing value to tactics, strategies, and game-changing, industry-disrupting innovations. Joe’s discoveries, the new frontier, the new economy, the new consumer sensibility, and now the new ways digital technology enables us to fuse the real and the virtual, make him one of the greatest business landscape explorers of our time. View Guest page
Kenny Rubenstein is owner and general manager of Rubenstein’s, a 91-year-old fine men’s clothing store on Canal and St. Charles in New Orleans. Kenny is a third-generation owner of the store. Talking points – from Kenny: • We re-opened 51 days after Hurricane Katrina o Moderate flooding o Reopened eight weeks after storm o Had one of our best sales years o Whole store was 30% off • We close at 5:45pm because the streetcar used to stop running at 6:00pm • Even though we are 91 years old, we have employees that have been with us for 33, 38 and even 51 years • Founded 1924- Morris Rubenstein needed to provide for his new wife • Significant milestone- purchased building in 1934 o Landlord occasionally viewed building from neutral ground with strangers and made Morris and Elkin nervous. They borrowed money from relatives and purchased building • First U.S. store to carry Ermenegildo Zegna - convinced Zegna to size for U.S. market • Used to have a Wall of Fame - Signatures of well-known celebrities: Liberace, Michael Jackson, Shaquille O Neal, and many others - Took it down after a celebrity wrote inappropriate words on wall • Occupies six buildings o When putting a door between a common wall, a gun was found between the walls with a bullet in the chamber - leaves a lot to speculate • Big convention/tourist city - have customers from all over the world - Customer from New Zealand came into the store and told us his neighbor recommended us and that if he was going to be in New Orleans, he had to shop with us • You will always find a Rubenstein on the sales floor View Guest page
Wayne entered the accounting world by managing the consulting division for two professional services companies. This presented the opportunity to examine the accounting software CT businesses relied on. Wayne parlayed this expertise to serve as a Sage software expert, selling, supporting and implementing Sage ERP accounting software. Although he claims to be the world’s worst salesman, Wayne has garnered a loyal client base from his uncompromised customer support and troubleshooting for Sage HRMS (Abra), Sage 100 & 100 Advanced (MAS 90 and 200), Sage (MAS) 500 and more. Wayne has been recognized by Source Media, awarded the Accounting Pacesetter award in 2005 – 2008. This award acknowledges individuals who set the bar in the accounting software community. DSD Business Systems Founded in 1984, headquartered in San Diego, California, with nearly 30 office locations in North America, DSD Business Systems is an award-winning business management software developer and provider. Our staff is comprised of software consultants, CPAs, and IT experts focused on helping small– to medium-sized businesses (SMBs) become more efficient, self-reliant, and profitable. They specialize in the selection, customization, implementation, training, and on-going support of business management software systems, as well as the IT infrastructure required to support them. With customers across the United States, Canada, Mexico, Europe, and Asia, they have helped thousands of small- and medium-sized companies run their businesses more effectively. View Guest page
Colonel Rick Searfoss
Expert speaker, consultant, and author of LIFTOFF: An Astronaut Commander’s Countdown for Purpose-Powered Leadership, Rick Searfoss speaks with authority and expertise born of exercising leadership in the most dynamic, challenging, and dangerous of settings. Coupling that real-world experience with a powerful and exciting stage presence, he has for over a decade been inspiring and enlightening audiences worldwide. His speaking mission: “to share the leadership, execution excellence, teamwork, and innovation lessons of human space flight to empower organizations to achieve out-of-this-world results!” Colonel Searfoss is one of only a handful of people out of many thousands of hopefuls ever selected to be an astronaut. He piloted two space flights and commanded a third, the most complex space life sciences mission ever flown, STS-90 on space shuttle Columbia. Prior to becoming an astronaut Rick was a fighter pilot and test pilot in the U.S. Air Force, with over 6100 hours flying time. View Guest page
Rev. Robert A. Sirico
Rev. Robert A. Sirico is the president and co-founder of the Acton Institute and the pastor of Sacred Heart of Jesus Parish, both in Grand Rapids, MI. A regular writer and commentator on religious, political, economic, and social issues, Rev. Sirico's contributions have been carried by the New York Times, the Wall Street Journal, Forbes, the Washington Times, CNN, ABC, CBS, NPR, and the BBC, among others. In his recent book Defending the Free Market: The Moral Case for a Free Economy, Rev. Sirico shows how a free economy is not only the best way to meet society's material needs but also the surest protection of human dignity against government encroachment. View Guest page
Doug Sleeter (@dougsleeter) is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he has melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.
Doug has been named one of the “Top 25 Thought Leaders” by CPA Practice Advisor for several years, as well as one of Accounting Today’s “Top 100 Most Influential People in Accounting” from 2008 through 2015. He was recently awarded the Small Business Influencer Champion award. Doug is the founder of the Sleeter Group, an active member of the Accountex Leadership Council, author of numerous books, and writes regular columns for the Sleeter Report and CPA Practice Advisor. Doug and his family live in Pleasanton, CA. View Guest page
Brad is a Customer Experience & Support Service Executive with deep expertise and passion around Customer Experience Journey design, Knowledge Management, Social Media/Community Support, Customer Centric Cultural Development, Corporate Business Architecture and Voice of the Customer informed services design. He brings 20+ years of leadership from the Start-up, Small Business, Web Consumer, Enterprise software, Communication Service Provider industries spanning sales & marketing, product management, Software development, service architecture and service/support delivery roles. I believe our goal should be simple: make every customer touch point matter... View Guest page
Tim J. Smith
Dr. Smith is the founder and CEO of Wiglaf Pricing, an Adjunct Professor of Marketing and Economics at DePaul University, author of Pricing Done Right and Pricing Strategy, and founder of Wiglaf Pricing. Smith began his career as a research scientist in quantum mechanics before his interest in transferring technological advances to societal implementations led to pursuits in business strategy. As well as serving as the Academic Advisor to the Professional Pricing Society’s Certified Pricing Professional program, Dr. Smith is a member of the American Marketing Association, Business Marketing Association, and American Physical Society. He holds a BS in Physics and Chemistry from Southern Methodist University, a BA in Mathematics from Southern Methodist University, a PhD in Physical Chemistry from the University of Chicago, and an MBA with high honors in Strategy and Marketing from the University of Chicago Booth School of Business. View Guest page
Dr. Thomas Sowell
Dr. Sowell is currently Senior Fellow at the Hoover Institution, Stanford University. Sowell was born in North Carolina, but grew up in Harlem, New York. He dropped out of high school and served in the United States Marine Corps during the Korean War. He received a Bachelor's degree, graduating magna cum laude from Harvard University in 1958 and a Master's degree from Columbia University in 1959. In 1968, he earned his Doctorate in Economics from the University of Chicago.
Sowell has served on the faculties of several universities, including Cornell University and University of California, Los Angeles. He has also worked for think tanks such as the Urban Institute. Since 1980, he has worked at the Hoover Institution at Stanford University. He writes from a conservative and classical liberal perspective, advocating free market economics and has written more than thirty books. He is a National Humanities Medal winner. View Guest page
Jeff Spenard has over 20 years of broadcast media experience and is currently the owner of World Talk Radio, LLC, home to the VoiceAmerica and World Talk Radio Networks. Mr.Spenard is the former President of Modavox's Internet Radio division and also served on the Board of Directors. Jeff has worked with over a thousand industry professionals to help them establish a foothold within the media community. In 1994 he acted as the director of development, managing sales as an Executive Producer for a 50,000 watt independent talk station in New England. Over the course of three years, while building and strengthening a consistent format, the independent talk station expanded and purchased an additional 50,000 watt station in Phoenix, AZ. Jeff Spenard provided instrumental leadership and guidance for the independent talk station's growth and transformation. Following several years of development and syndicating programs, He realized the opportunity to navigate his experience towards Internet Based Radio and became one of the leading minds in the industry. Starting in early November 1999 Mr. Spenard visualized a format which ultimately became VoiceAmerica, a key member and one of the original "co-founders" of the Internet Talk Radio Network. In time Mr. Spenard rose to the level of Network Director, Vice President, President and now CEO of World Talk Radio, LLC. Jeff has worked to develop over 1000 radio programs and has expanded his business into iTV and other multimedia divisions. As a leader in the field, Internet TV has become a major focus, and with the addition of Broadway and Hollywood, just two of many projects to come, Gateway Media Group LLC, which is the video production company and runs www.VoiceAmerica.TV, also owned by Mr. Spenard, will be another strength in the multi-media industry and adds a new dimension to the overall growth. View Guest page
Daniel Susskind is a Lecturer in Economics at Balliol College, Oxford, where he teaches and researches and from where he has two degrees in economics. Previously, he worked for the British Government - in the Prime Minister’s Strategy Unit, in the Policy Unit in 10 Downing Street, and as a Senior Policy Adviser at the Cabinet Office. He was a Kennedy Scholar at Harvard University. He is the co-author, with his father, Richard Susskind, of "The Future of the Professions: How Technology Will Transform the Work of Human Experts." View Guest page
Born in Usk, Monmouthshire in 1965, Rory read Classics at Christ’s College, Cambridge, before joining Ogilvy as a Graduate Trainee in 1988. After 18 months spent as the world’s worst account handler (as a desperate remedial measure he was once booked onto a time management course, but got the date wrong) Rory became a copywriter in June 1990. He has worked on Amex, BT, Compaq, Microsoft, IBM, BUPA, easyJet, Unilever, winning a few awards along the way. He was appointed Creative Director of OgilvyOne in 1997 and ECD in 1998. In 2005 he was appointed Vice Chairman on the Ogilvy Group in the UK in recognition of his improved timekeeping. Rory is also a visiting professor of Warwick University and was recently (2012) awarded an honorary doctorate (D. Litt) by Brunel University, he is also the Technology Correspondent of the Spectator, the world’s oldest English language magazine. Rory is married with twin daughters of 12 (Hetty and Millie) and lives in the former home of Napoleon III in Brasted in Kent, UK. View Guest page
Jody Thompson is the Co-Founder of CultureRx® and Co-Creator of the Results-Only Work Environment™ (ROWE™), along with Cali Ressler. CultureRx® is the sole global authority on ROWE™ and the sole executor of organizational and individual certification. Thompson provides domestic and international keynote presentations on the 21st century workplace and has been featured on the covers of BusinessWeek, Workforce Management Magazine, HR Magazine, and HR Executive Magazine, as well as in the New York Times, TIME Magazine, USA Today, and on Good Morning America, CNBC, MSNBC and CNN. She has co-authored two best-sellling books on revolutionizing the workplace and the practice of management, Why Work Sucks and How to Fix It and Why Managing Sucks and How to Fix It. View Guest page
Greg Tirico is responsible for Advocacy Solutions and Services at Sprout Social. He has spent the majority of his career leading digital marketing initiatives in Fortune 500 organizations. When not espousing the benefits of employee advocacy, he can be found searching for the perfect Pinot Noir. View Guest page
Jennifer Warawa is the Vice President & General Manager for Sage Accountant Solutions. Jennifer's passion is to partner with consultants, accountants and bookkeepers to provide solutions that make a difference in their business or firm, and support them in delivering an extraordinary experience to their clients. Prior to working with Sage, Jennifer owned her own firm for 12 years providing accounting, bookkeeping, and consulting services, software training, as well as business/ financial planning and marketing. In addition to being a regular speaker at accounting conferences, Jennifer was also listed as one of the “10 Tweeters Worth Following” by Accounting Today and is an avid blogger, which includes being a featured writer on the Virgin Entrepreneur website. Jennifer made the Accounting Today Top 100 Most Influential People in Accounting and CPA Practice Advisor’s Top 40 Under 40 lists consecutively for the last four years. View Guest page
David Wells is Managing Principal of Moores. David is an Accredited Specialist of the Law Institute of Victoria in Commercial Litigation and is a Law Institute of Victoria Approved Mediator. He has acted in commercial dispute resolution in all Court jurisdictions for over 20 years. David’s expertise is in resolving major commercial disputes and managing complex legal issues for medium to large sized corporations, local government and industry bodies. View Guest page
Tim Williams is a noted author, international speaker, and presenter for major advertising associations, agency networks, universities, and business conferences worldwide.
He is author of the book, “Take a Stand for Your Brand: Building a Great Agency Brand from the Inside Out” ranked by Amazon as one of the top ten books on brand building. His booklet “Defining the Agency Brand,” published by the American Association of Advertising Agencies is regarded as the standard in agency brand development. Tim’s newest book is “Positioning for Professionals: How Professional Knowledge Firms Can Differentiate Their Way to Success.” View Guest page
Since early 2000, Peter has dedicated himself to helping small and medium-sized organizations become more profitable through effective, efficient usage of CRM. Azamba Consulting Group, his current venture, has successfully implemented SageCRM at hundreds of organizations since inception. Peter attributes much of this success to the fact that Azamba practices what they preach. Each and every day, the Azamba team faces the same struggles, challenges and opportunities using CRM as every other small and medium sized business. Using basic principles of successful CRM implementations, Azamba has undergone a remarkable transformation to become a truly differentiated consulting firm. Peter’s upcoming book “CRM a Go Go: Successful CRM Strategies for Small and Medium-Sized Organizations” is targeted towards management and owners at the typical small and medium-sized organization and is designed to share these proven, basic principles to guide them to successful CRM implementations. Azamba Consulting Group Azamba is the leading Sage CRM reseller in North America with over a decade of Sage CRM experience. Their mission is to help organizations become more profitable through effective and efficient usage of Sage CRM. They retain the top Sage CRM experts in the field and have more certified Sage CRM consultants on staff than any other firm. They have successfully completed over 250 installations ranging from small, "Mom 'n' Pop" shops to Fortune 500 companies. In 2010, 2011 and 2012, they received the inaugural Sage Spirit Award because of our dedication to helping other Sage partners with their clients' Sage CRM implementations View Guest page
As an author, consultant, Intuit contractor and national speaker, Joe has trained over 75,000 accounting professionals in the areas of practice development, changing technology trends, and how to maximize the use of QuickBooks in their accounting practices. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB, in both articles and in video interviews. Joe is the CEO of numerous companies that produce the programs and services offered under the trademark brand “Woodard.” These company includes Woodard Events, LLC. Woodard Consulting Group, Inc., and National Advisor Network, LLC. Joe is also a partner of Insightful Accountant, LLC. In 2012, 2014 and 2015, Joe was recognized by Accounting Today as one of the Top 100 Influencers within the Accounting Profession. In 2008, Joe was recognized by CPA Practice Advisor as one of the top 40 up and coming thought leaders under age 40. View Guest page