Wednesday Wisdom Series

Why attend?

Join us online for our Wednesday Wisdom series: a complimentary 9-week series focused on providing the accountants and small business community with opportunities for learning and discovery that can help your business face today’s business environment and prepare for future growth.

Learn

Understand the breadth of Sage technology, uncover emerging industry trends, and learn how to navigate different technology vendors.

Adapt

Discover the latest Cares Act updates, state of small businesses in America and get expert advice from inspiring speakers.

Grow

Determine the best mix of solutions for your business’s needs, empowering successful projects every time.

Who should attend?

Those exploring our small business solutions and current Sage customers will find value in attending Wednesday Wisdom.

This program is tailored to today’s accountants and small business leaders who are ready to design their unique paths to winning in today’s changing, increasingly competitive business environment.

We are proud to offer this event series and welcome all members of the small business community, especially those involved with the National Small Business Association.

Speakers

Wednesday Wisdom brings experts together to deliver the insights that are important to your business.

Arianna Campbell
Consultant, Boomer Consulting, Inc.

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Rafael Casas
Senior Manager, Accountant Solutions, Sage

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Ed Kless
Senior Director, Partner Development and Strategy, Sage

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Susan J. Markey
Partner, Maslon LLP

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Todd McCracken
President & CEO, National Small Business Association

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Garrett Wagner CPA/CITP
The Entrepreneurial CPA

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AZ Zabala
Sales Director, Sage

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Jose L. Zavala JR
CEO/Founder, ZTX Advisors

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Series schedule

Find the series schedule below. Please note that it is subject to change.

Part 1: Adapting to the Changing World

April 21, 2021	2:00 pm – 2:30 pm EDT	Cares Act Update with Susan J. Markey, Maslon LLP Join attorney, Susan J. Markey from Maslon LLP as she provides an update regarding Maslon LLP’s understanding of the CARES Act, the Paycheck Protection Program, and loan forgiveness. As well as diving deeper into the resources available for businesses under the new administration.
May 5, 2021	2:00 pm – 2:30 pm EDT	“Clean Your Room” How to avoid anxiety and depression with Rafael Casas, Sage and Garrett Wagner, The Entrepreneurial CPA In a distracted age, our inability to pay attention to our environment is leading to increased rates of anxiety and depression. Only by taking care of your immediate environment can you then move onto bigger challenges. Understand how you can translate these methods of "Clean Your Room" into your firm.
May 12, 2021	2:00 pm – 2:30 pm EDT	Creating an Environment of Diversity, Equity, Inclusion & Belonging with Arianna Campbell, Boomer Consulting Achieving a safe and inclusive environment for your team and clients is critical to the success of your organization. During this session, we will discuss how you can lean into the dialogue of diversity at your firm and what actionable steps you can take to bring forth action and positive change.
May 19, 2021	2:00 pm – 2:30 pm EDT	Shut Up and Eat Your French Fries! – Asking effective questions with Ed Kless, Sage This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions. Developing an enhancing this skill is not easy because it requires us to rethink the paradigms and prejudices of the past. If you would like to contribute to a conversation about this topic, please join Ed Kless, Sage senior director of partner development and strategy.
May 26, 2021	2:00 pm – 2:30 pm EDT	State of Small Businesses in America with Todd McCracken, President & CEO of the National Small Business Association In the U.S., there are 30.7 small businesses which employ nearly half of the workforce, and account for more than 60% of the private sector’s new jobs. Three out of every 10 of these businesses say they likely will not survive 2021 without additional government assistance during the pandemic, a survey from the Federal Reserve Bank shows. This means nearly 9 million small firms are at risk of closing for good. In today’s session, join Todd McCracken, NSBA President and CEO as he shares a look into COVID-19s impact on small businesses 1.5 years later and how we can all work together to repair for the future.

Part 2: Leveraging Technology

July 7, 2021	2:00 pm – 2:30 pm EDT	Innovation Beyond Technology with Ed Kless, Sage This session is dedicated to the possibility that innovation goes beyond just technological developments. Technology is important, but it is only a small part of innovation. For innovation to be more fully complete we must look at other areas including the internal processes of the organization and most importantly the very language we use. Innovating like this is hard work and not for everyone because it requires deeper thinking than is most often thought. If you believe you can attain this level of thinking, you are invited to attend this session facilitated by Ed Kless, Sage senior director of partner development and strategy.
July 14, 2021	2:00 pm – 2:30 pm EDT	The Simple Complexity of Automation and RPA (Robotic Process Automation) with Rafael Casas, Sage This session is for accountants to understand the basic foundations of RPA (Robotic Process Automation) and the immense value that this technology brings not only within innovation of technology but the innovation of your business holistically.
July 21, 2021	2:00 pm – 2:30 pm EDT	Navigating different technology vendors with Arianna Campbell, Boomer Consulting During this 30-minute session, we will provide you with steps to help you navigate different technologies and vendors. We will help you clarify what you should be asking and provide you with a framework to help you find the best solution out there for your firm.
July 28, 2021	2:00 pm – 2:30 pm EDT	Super Charge Your Customer Growth and Value with AZ Zabala, Sage and Jose Zavala, ZTX Advisors This session believes that it is possible to increase your customer growth and value. Achieving an expanded customer base is challenging because it requires us to think about a future that differs from our past. If you think you are up to expansion journey, we invite you to join AZ Zabala, Director, Accountants US who will be leading the conversation with Jose Zavala, CEO/Founder of ZTX Advisors and President of LatinX Training Centers as discuss techniques used to uniquely present your solutions and gain new customers.

* Sessions are subject to change.

Event details

We will host Wednesday Wisdom Virtually.

Session 1: April 21, May 5, 12, 19 and 26
Session 2: July 7, 14, 21 and 28

Pricing

The 9-week series is complimentary.

Contact us

Check our Frequently Asked Questions document for answers to the most asked questions. Please contact us with any additional questions.

#SageWedWisdom and @SageUSAmerica

WEDNESDAY WISDOM

Part 1: April 21, May 5, 12, 19 and 26
Part 2: July 7, 14, 21 and 28

Why attend?

Learn

Adapt

Grow

Who should attend?

Speakers

Series schedule

Part 1: Adapting to the Changing World

Part 2: Leveraging Technology

Event details

Contact us

WEDNESDAY WISDOM

Part 1: April 21, May 5, 12, 19 and 26Part 2: July 7, 14, 21 and 28

Learn

Adapt

Grow

Part 1: Adapting to the Changing World

Part 2: Leveraging Technology

Event details

Part 1: April 21, May 5, 12, 19 and 26
Part 2: July 7, 14, 21 and 28