Sage Intacct Advantage 2019 - Interview Pack

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Creation DateΒ December 13th, 2019
Updated DateΒ Updated November 27th, 2020
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All the interview episodes of the Cloud Accounting Podcast recorded LIVE at Sage Intacct Advantage 2019 #ADV19
  1. Our great time at Sage Intacct Advantage 2019 continues, as we take some time to talk with Mariana Antcheva, VP Legal for Sage Intacct. We dive into all things HIPAA, privacy, security, compliance, and some of the newest regulations that may impact accountants and bookkeepers dealing with sensitive client information. Mariana, one of Sage Intacct Advantage's highest-rated speakers, began her legal career in Bulgaria, moved to the States, developing a wide range of expertise and skills in the SaaS and tech sectors revolving around IP strategy, e-commerce, privacy, and compliance.
  2. While at Sage Intacct Advantage 2019, we had the privilege of speaking with Kelly Richmond Pope, Ph.D, CPA about the importance of ethics and culture in accounting, and how she uses her passions for film, fraud, and learning to disrupt the world of accounting education. Kelly's credits include CPA, Associate Professor at DePaul University, AICPA Pre-Certification Executive Education Committee member, TED speaker, filmmaker, and more. We also discuss what effective ethics training should include, explore some ethics scenarios, and talk about a few notable stories revolving around fraud, such as KPMG, and MyPayrollHR.
  3. During Sage Intacct Advantage 2019, we took some time to speak with David Appel, Head of Software and Saas Vertical at Sage Intacct about how maximizing value creation for clients takes precedence over billable hours, or recurring revenue. David discusses some different revenue models, and we also discuss how to know when you've outgrown basic accounting systems, and need to graduate to a more robust accounting system, like Sage Intacct.
  4. At Sage Intacct Advantage 2019, we had the privilege of speaking with Laura Wiler, Vice President, Finance and Business Operations at Sage Intacct, about her career trajectory, how she landed at Sage Intacct, the difference between accounting and finance, and her passion for mentoring. Laura also weighs in on the importance of treating your employees like your biggest asset, and the accounting-industry gender gap, why women make great leaders, and she concludes with some valuable advice for women entering the accounting profession.
  5. How do the ultra-ultra-ultra-ULTRA-wealthy manage all that money? Some utilize what is known as a family office. We sat down with Angelo Robles, Founder and CEO of Family Office Association, at Sage Intacct Advantage 2019, to talk about what exactly a family office is, what it takes to run one, and how virtual family offices are ushering in the highest-quality outsourcing, and best technologies to streamline family-office management. Angelo also shares some 'Sage' advice for those new to the accounting industry on how to break into this highly 'niche-y' field!
  6. "AI changes everything" β€” that was one of the themes of the Sage Intacct Advantage conference this fall. To discuss what that means for the Intacct product, we're joined by Aaron Harris, CTO of Sage (and one of the founders of Intacct), Brendan Woods, founder and CEO of AutoEntry (recently acquired by Sage), and Dan Miller, VP of Product for Sage Intacct. Listen in to learn about how Sage Intacct is applying AI to build what they call the "Intelligent GL" enabling continuous accounting and perhaps even someday eliminating the financial close.
  7. Not-for-profits aren't always thought of as the most innovative companies, but the accounting team at DonorsChoose shatters that stereotype. Learn how they've grown to $175 million in annual revenue in six years while at the same time only adding one employee to the accounting team (from five to six). How is that possible? Because Alliah Mohamed and her team have embraced Sage Intacct's cloud ERP that enabling them to integrate their own platform to the GL at the project level. They even built their own bank feed!
  8. Founded in 1999, Sage Intacct was one of the earliest cloud accounting applications on the market β€” and now one of the most successful. That's why David and Blake were eager to sit down at Sage Intacct Advantage with Rob Reid, Chairman Mid-Market Solutions (formerly CEO of Intacct, prior to the Sage acquisition), and Kevin Cumley, Director of the Accountants Program. In this episode, we chat with Rob and Kevin about the growth opportunity for Sage and their accounting firm partners in the mid-market, the needs of mid-market businesses, why top accounting firms use Sage Intacct in their practices, and what it was like trying to convince accountants and their clients that cloud is secure back in the still early days of the internet.

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