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What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. A CPA Trendlines Flash BriefingHosted by Seth Fineberg of AccountantsForward for CPA Trendlines TOP TAKEAWAYS Artificial intelligence. Work smarter, not harder. Managing tech expenses. The fast track to rapid adoption. Choosing the right tech for your firm's needs today and tomorrow. YOUR PANEL OF EXPERTSChad Davis, CPA, CMA, Owner, LiveCAChad Davis is a CPA and a co-founder of LiveCA LLP in Canada. He co-hosted the AutomationTown podcast and has a weekly newsletter sharing solutions to common tech issues for accountants. He's also in his sixth year travelling full-time with his family in their RV across Canada and the USA. Kellie Parks, CPB, Cloud Accounting Process and Automation Builder, CalmwatersParks is a Certified Professional Bookkeeper and Founder of Calmwaters Cloud Accounting. She is passionate about all things online accounting and apps that create a robust cloud accounting ecosystem. Parks is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Parks adopted QBO and has not looked back. She is QBO Advanced Pro Certified, Freshbooks Certified, Dext Certified, WagePoint Certified, QBTime Certified, a Hubdoc Advanced Partner, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, PandaDoc Partner, Zoom Partner, Reply Partner, and an Acuity Partner. Kenji Kuramoto, CEO, Founder, AcuityKuramoto is the Founder and CEO of Acuitywhich builds and maintains financial functions for innovative entrepreneurs. Through Acuity, he's provided thousands of companies with a full range of financial solutions, from high-level strategic financial counsel through its fractional CFO practice, all the way to virtualized bookkeeping and tax services. Prior to Acuity, Kuramoto was the CFO of an Inc. 5000 tech company and worked in the assurance practice at Arthur Andersen.YOUR MODERATORSeth Fineberg, Accountants Forward, CPA Trendlines Editor At LargeFineberg has been an editor and journalist for over 30 years, the vast majority of which has been spent serving the accounting profession. He has been the editor-in-chief at AccountingWeb and at Accounting Technology. He was also the technology editor at Accounting Today. His work has appeared in AdAge, The New York Times, Reuters, AiMarketing News, Fortune, CNN, B2B Magazine, Media Magazine, Revolution Magazine, Electronic Media, and Video Business. Today, as an accounting and business-focused editorial manager and content strategist, he is one of the profession's leading analysts on the technology, trends, and winning growth and profitability strategies of tax and accounting firms and the technology companies that serve them.
Nick Panayi is the Chief Marketing Officer at Amelia, a leading software firm focused on conversational AI. Before joining Amelia as the CMO in 2018, Nick was the vice president of brand, demand, and digital marketing at DXC Technology. DXC is a $20 billion global IT services leader formed in 2017 after the merger of CSC and HPE Enterprise Services. In addition to DXC, Nick's 20 plus years of marketing experience in the technology industry includes a variety of marketing leadership roles with Hewlett-Packard (HP) and Avaya. Nick was named one of the top 25 digital marketers by B2B Magazine, and his marketing teams have won multiple awards and distinctions from Serious Decisions, ITSMA, and other marketing analyst firms in recent years. In today's episode, we're going to dive into the topic of artificial intelligence. Read at: https://monetizationnation.com/blog/how-artificial-intelligence-can-benefit-businesses/
On this episode, Lauren is joined by Michael Dortch, the founder of DortchOnIt.com and a long-time data professional. Lauren and Michael discuss the importance of data, how data-oriented people make decisions, what effective leadership looks like, and much more.3 Takeaways:Data is just the observation of how facts stack up. Anyone who is interested in making good decisions should be interested in data.The beginning of good decision-making is curiosity. Curiosity about the world around us leads us to dig in and find the relevant facts and data.It's important to know the limits of your knowledge. Every decision involves unknown variables and unintended consequences.Key Quotes:“We're all data to somebody, right? So, there's is almost no way to separate life from data. Everything we do in life is driven by data, some of it's subconsciously and some of it consciously. So, in a sense, I've been paying attention to data ever since I understood that there was a world around me.”“Donald Rumsfeld, when he was secretary of defense, used to talk about known-knowns, known-unknowns, and unknown-unknowns. Technology is really good at known-knowns, and it's pretty good at known-unknowns, but that chasm dealing with the unknown-unknowns.”Bio:Michael is a growth-focused content marketing leader with 15+ years' accomplishments enabling companies to maximize revenues, increase ROI, and improve customer perception and satisfaction.As an IT industry analyst, consultant, journalist, and marketer, he has been translating “bits and bytes” into “dollars and sense” for four decades. Michael has served as Senior Content Strategist at Huawei Technologies USA, Senior Content Development Manager at Ivanti, Senior Product Marketing Manager for cybersecurity at LANDESK, Director of Marketing at Intréis (acquired by ServiceNow), and Senior Product Marketing Manager at ServiceNow.He has also been a senior analyst at Aberdeen Group, Robert Frances Group, Constellation Research, and Yankee Group. In 2010, Michael was included in the inaugural list of “The Top 500 Analysts Using Twitter” – twice. That same year, as Director of Research at Focus.com (acquired by Ziff Davis Enterprise), I built the Expert Network and created content that helped get that site named a “Top 10 Media Site” by Crain’s B2B Magazine.
Rishi Dave is the Chief Marketing Officer at Vonage, where he is responsible for market branding, demand generation, media planning, and creative and relevant content. Rishi has been recognized for his talent to innovate and optimize sales with a focus on digital data analytics, thought leadership, and marketing technology. He has written and appeared in global media, including, Business to Community, VentureBeat, Forbes PC Magazine, Mar Tech Series, and CMO.com. Rishi is disrupting the marketing status quo with his innovative ideas on marketing, and he has received the Cojones Ace Award by nFusion for being bold and Top Digital Marketer by B2B Magazine along with many more for the incredible results he continues to provide. In this episode… How do you measure the growth of your brand? How do you leverage the data you have collected to gain customers and build a team that can pivot to tell a great story? Marketing is evolving to become a more story-orientated playground where clients and customers connect with the emotional appeal of the data given rather than a more logical focused strategy. Rishi Dave, the Chief Marketing Officer of Vonage, continues to innovate the marketing industry with digital data analytics, technology marketing and thought leadership with a story-oriented delivery. In this week's episode, host Brendan Dell sits down to talk with Rishi Dave, Chief Marketing Officer at Vonage, as they discuss how to use data to connect to customers and build a marketing team based on open communication and utilizing the market research. Rishi talks about the importance of building a brand that can shift when needed and sharing data between groups in your company. He touches on the use of content creation and stock imagery to drive your story forward. Stay Tuned
Listen while you ride a unicycle on iTunes How to manage and simplify your separate business application tools so they don’t manage you!----more---- New business applications are bombarding businesses with promises of efficiency, but each has its own baggage of management and integration issues. The tools show promise and hundreds more are introduced each year, but somehow the tools have to be managed or each will individually suck the life out of your staff’s time. In this show with Bill Furlong, CEO of SquareStack, we discuss how business can manage a portfolio of business applications that can also be customized at the user’s discretion. The host is Jim Obermayer. About our Guest: Bill Furlong, CEO of SquareStack founded the company in 2014. He has since been at the forefront of b2b digital media and marketing. Outside of leading the SquareStack team, Bill continues to work with early stage and small business owners in a variety of roles. Recently Bill was on the founding team of Bizo which was acquired by LinkedIn in 2014. He also worked for ten years at Crain Communications where he was Publisher of B2B Magazine and held various sales management roles with the Ad Age Group. Sponsor for this show: Goldmine CRM Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.
Listen while you eat a pizza on iTunes As part of a continuing series of interviews with executives on the 5 Most Important Things they have Learned in Business and Life, we spoke with author and consultant Ruth Stevens. ----more----Ruth discusses why culture is more important than money or title in a career choice, why being miserable in a job leads to poor work results, the difference between line jobs and staff jobs, three tips on self-employment, and why your personal life should never, never be sacrificed on the altar of a career (my take-away). Bio Ruth P. Stevens is the author of three books, B2B Data-Driven Marketing: Sources, Uses, Results, Maximizing Lead Generation: The Complete Guide for B2B Marketers, and Trade Show and Event Marketing: Plan, Promote, Profit. Her expertise in customer acquisition and retention derives from a decade and a half of hands-on marketing for both large enterprises and start-up companies. Just prior to beginning her consulting practice, she served as chief marketing officer at an Internet company in New York City. Before that, she had broad responsibilities for direct marketing at three corporate giants – IBM, Ziff-Davis and Time Warner. Ruth serves on the board of directors of Edmund Optics, a leading supplier and manufacturer of industrial optics and components, based in Barrington, NJ. Ruth is a frequent contributor to a variety of marketing publications. She teaches marketing to graduate students at Columbia Business School. Ruth serves on the board of the Direct Marketing Club of New York. She is past chair of the Business-to-Business Council of the Direct Marketing Association and holds a BA from Hamilton College and an MBA from Columbia University. Ruth’s consultancy;eMarketing Strategy is in New York. She was also named one of the most influential people in B2B Marketing by Cain’s B2B Magazine. Sponsor for CRM Radio: Goldmine CRM Get more from the cloud with GoldMine workspaces. Flexible sign up options for BYOL hosting or subscription with monthly or annual terms. Designed for customers with Windows server-based applications but looking to off-load their on-premises server equipment.
On this episode host Stefanie Diaz gets a peek at the driving force who is stimulating innovation and investing in the Atlanta and Alpharetta tech communities. Listen as Arul Murugan, CEO of Eleven Eleven Investments, shares his vision for bringing startups, seasoned investors, and new investors to the table to accelerate success for all. Arul Murugan/Eleven-Eleven Investments Arul Murugan is the Founder and CEO of the innovation-driven venture capital firm, Eleven Eleven Investments (11-11i). Prior to 11-11i, he founded the technology company Enrich which ranked on the Inc 500 list for 5 consecutive years. During his tenure with Enrich, Arul was named a finalist for Ernst & Young’s Entrepreneur of the Year Award – South East Region. He also received the Entrepreneur of the Year Award from B2B Magazine and was named Top 10 Tamil Entrepreneur by The Federation of Tamil Sangams in North America (FeTNA). As the visionary behind 11-11i, Arul created the 50-30-20 model to increase the value and approachability in venture capital investing. Portfolio investments include startup teams in advanced manufacturing, fintech, IoT, and augmented reality who are transforming industries through emerging technologies. Learn more at 11-11i.com
Segmentation and Smart Targeting as Tim Ash talks to Janet Driscoll Miller, the President and CEO of MarketingMojo, about creating personas, advanced targeting on Facebook and LinkedIn, and personalized content on your website to maximize conversions on mobile. Also find out about the Girl Scout’s plot to cover the world with their cookies…Janet Driscoll Miller brings over fifteen years of search engine marketing experience to Marketing Mojo and is considered a leading expert in her field. Janet has spoken at search engine and marketing conferences including SMX Advanced, Search Engine Strategies, MarketingProfs B2B and Pubcon, has published articles in B2B Magazine, Visibility Magazine and others, and contributes to several blogs, including Marketing Mojo’s blog and Search Engine Land. Janet is also a frequent guest lecturer at colleges and universities including the University of Virginia and James Madison University.
Tony Uphoff is CEO of Business.com, the leading online resource for businesses of all sizes. Before joining Business.com in 2013, he was CEO of UBM TechWeb, where he led the transformation of a declining $125M print-centric business into a fast-growing $225M dollar digital media, live event and marketing services powerhouse. Prior to that, Uphoff was founding CEO of Beliefnet, an Internet startup that was sold to News Corporation in 2007. He served as President of VNU Media’s Entertainment Group and Publisher of The Hollywood Reporter, growing the business to $100M in revenue and delivering the 3 largest years in The Hollywood Reporter’s 75 year history. Uphoff was Publisher of InformationWeek in the mid-90′s, growing revenues from $15M to over $150M and into the largest brand in the history of B2B media. Uphoff also served in several key management positions at Ziff-Davis during the company’s rapid growth in the early 1990′s. Uphoff was named “Folio Forty C-Level Visionary” by Folio Magazine in 2011 and has been named in the Top 100 business media execs by B2B Magazine from 2006-2011. He was named “Top Media Innovator” by Mins B2B in 2009.
Tony Uphoff is CEO of Business.com, the leading online resource for businesses of all sizes. Before joining Business.com in 2013, he was CEO of UBM TechWeb, where he led the transformation of a declining $125M print-centric business into a fast-growing $225M dollar digital media, live event and marketing services powerhouse. Prior to that, Uphoff was founding CEO of Beliefnet, an Internet startup that was sold to News Corporation in 2007. He served as President of VNU Media’s Entertainment Group and Publisher of The Hollywood Reporter, growing the business to $100M in revenue and delivering the 3 largest years in The Hollywood Reporter’s 75 year history. Uphoff was Publisher of InformationWeek in the mid-90′s, growing revenues from $15M to over $150M and into the largest brand in the history of B2B media. Uphoff also served in several key management positions at Ziff-Davis during the company’s rapid growth in the early 1990′s. Uphoff was named “Folio Forty C-Level Visionary” by Folio Magazine in 2011 and has been named in the Top 100 business media execs by B2B Magazine from 2006-2011. He was named “Top Media Innovator” by Mins B2B in 2009.
SEO expert Mike Rotkin checks in and tells us why video is important when starting an SEO campaign. B2B Magazine reporter Karen Bannan discusses her recent article about YouTube.com and how it can work in the B2B world.
Marc Braunstein President of ShopAtHome.com talks about the new affiliate tax among other things, plus we visit with Karen Bannan about her recent article in B2B Magazine entitled Email for Life. Kevin also give his take on the riff between Google versus Apple.