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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Aug 20, 2019

Al Caicedo is President and Owner of CKS Summit Group, founded in 1996. Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should...


Aug 19, 2019

Jim Filicetti’s dream is to make the lives of accountants and their clients better by helping them systematize and automate their accounting processes. As a sought-after speaker on automating accounting offices, he knows the day-to-day struggles of small firms first hand.


Aug 15, 2019

Trent Kennedy is the Accounting Business Solutions Manager for Sage. At Sage he has worked will several Sage products across different areas of specialization including working directly with customers and Sage Accountants Network members. In addition to his work at Sage, he is an active volunteer with the...


Aug 14, 2019

Jon Hubbard, Director at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent, and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle and Boomer Marketing & BD Circle (launching Fall 2019). He also guides firms to grow and be more effective...


Aug 13, 2019

James R. Gibson is the Founder and CEO of PMO Solutions, Inc., a full-service consultancy corporation specializing in Enterprise Resource Planning (ERP) system sales and project management services. As a noted subject matter expert, Gibson has been profiled in numerous publications including Accounting...