Recording live from the Sage Future conference in Atlanta, Emily and Matt sit down with Dan Miller, who runs Sage's Financials and ERP division, to discuss how AI is fundamentally shifting finance teams from tactical work to strategic business partnership. Miller shares his 15-year journey with the company and reveals Sage's approach to building trustworthy AI with audit trails, the evolution of continuous close from "bedtime story" to reality, and why the future isn't about replacing accountants but empowering them to spend weekends at their kids' games instead of reconciling spreadsheets. He also clarifies the difference between Sage AI Copilot and Microsoft Copilot, discusses the upcoming native cloud solution for Sage X3, and explains why accuracy in AI can't be "just 90%" when it comes to accounting.

Sponsors
Payhawk - https://unsage.promo/payhawk

• (00:00) - Welcome to the Conference
• (00:24) - Memorable Conversations with CFOs
• (01:40) - Introducing the Podcast
• (02:15) - Dan Miller's Journey with Intacct
• (03:28) - The Future of AI in Sage Intacct
• (06:20) - Continuous Close and Workspace Vision
• (10:13) - Building Trust in AI
• (17:16) - Sage X3 and Copilot Integration
• (20:49) - Configuration vs. Custom Development
• (22:37) - Understanding Sage AI Copilot
• (24:01) - Clarifying Misconceptions About Copilot
• (26:11) - AI in Healthcare and Compliance
• (27:19) - Ensuring Accuracy in AI Solutions
• (29:26) - Upcoming Sage Events
• (30:33) - Engaging with Partners
• (32:36) - Fun and Personal Insights
• (37:07) - Closing Remarks and Dad Jokes

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

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Recording live from the Accounting Today Firm Growth Forum in San Diego, the hosts sit down with Frank Longobardi (former CEO of CohnReznick) and Dario Grassini from SAPRO to discuss the evolution of global staffing in accounting. The conversation covers how firms can successfully integrate international talent, the cultural nuances of working with teams from South Africa and India, and why starting with senior talent is key to offshore success. Dan Hood from Accounting Today also joins to share insights on helping firms navigate constant change in the profession.

Connect with the Guests:
https://www.linkedin.com/in/dariograssini
https://www.linkedin.com/in/frankplongobardi
https://www.linkedin.com/in/daniel-hood-3494ab49

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

Michael Blanton from Sage joins the show and breaks down the harsh reality facing nonprofits: only 9% consider themselves data-driven despite widespread recognition of its importance. With staffing crises, funding uncertainty, and political chaos creating unprecedented challenges, organizations are scrambling for revenue diversification and better technology solutions. Michael explains why this turbulent moment might actually be the perfect time for nonprofits to modernize their financial systems.

Sponsors
Payhawk - https://unsage.promo/payhawk

Connect with the Hosts:
https://www.linkedin.com/in/emilybmadere
https://www.linkedin.com/in/mattlescault
https://www.linkedin.com/in/dlewis715

Get free CPE for listening to this podcast
https://www.earmark.app

Download the Earmark App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app