Bill Carlino is managing director at Whitman Transition Advisors LLC. We spoke live at the AICPA Engage Conference. 

LumiQ is a mobile podcast app where engaging conversations with business leaders count as verifiable professional education. With a slick mobile app, automatic documentation tracking, and new episodes weekly, we've made professional education something it's never been before: enjoyable.

Across 3 episodes, we talk to Craig Evans from one of our customers, iM3, a family-owned veterinary dental company that supplies high-quality veterinary dental products. Headquartered in Sydney Australia and servicing customers globally from their offices in Australia, the USA, and Ireland, Craig is their MD for Europe and spoke to us from Dublin, Ireland.  

Craig is their MD for Europe and spoke to us from Dublin. In this episode, Craig talks about they have transformed Sage CRM to support his team's daily usage, his view about how the technology has changed their business & why accounts people don't necessarily "get CRM" in the first instance.

Jennifer Baker has been with Sage for over 10 years. She has been leading the engagement in North America with colleagues since 2019 and has implemented many programs that have led to colleagues' success. She does everything with her colleagues in mind. She is responsible for leading our mission of Leadership in Action.

Amy Pierce has been with Sage for 33 years. She has held many different roles during that time, including Head of Services, Project Management, Quality Assurance, and Global Services Operations. She is currently the Vice President for North America Services which consists of Learning Services, Expert Services, Services Operations, Customer Support, and Customer Experience.

Kyle Bryant worked for a small CPA firm out of college focused mostly on audits but eventually left to work with Access America Transport and the Lamp Post Group. There he discovered a passion for helping small businesses. Kyle felt like his career elevated quickly when he spent 18 months working on the Access America Transportation sale to Coyote Logistics in 2014. This was the largest transaction in Chattanooga’s history and gave him the experience and confidence to help many more startups through the fundraising and transaction process.