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M&A, AI, and Industry Evolution

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Manage episode 464298952 series 3586728
Content provided by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Emily, Doug, and Matt reflect on the transformative changes that shaped the accounting industry in 2024, from the surge in M&A activity to the evolving role of AI in firms of all sizes. They discuss Sage's rebranding of their flagship conference from "Transform" to "Future" and what it signals about the company's strategic direction. The conversation explores current industry challenges around staffing, compensation, and maintaining company culture, while offering insights into what firms should expect in 2025 and beyond.

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


  • (00:00) - Welcome to The Unofficial Sage Intacct Podcast
  • (01:11) - Reflecting on 2024: A Transformative Year
  • (03:44) - Personal and Professional Growth
  • (06:58) - Generational Perspectives and Personal Anecdotes
  • (09:04) - Sage Transform to Sage Future: What's Changing?
  • (15:10) - Industry Trends and M&A Strategies
  • (21:13) - Industry-Wide Staffing Challenges
  • (22:46) - Navigating Economic Cycles
  • (23:51) - Maintaining Company Culture
  • (24:55) - Sales Pipeline Insights
  • (25:48) - M&A Trends and Firm Valuations
  • (29:59) - The Role of AI in Accounting
  • (38:16) - Upcoming Events and Podcast Goals
  • (41:22) - 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

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

  continue reading

25 episodes

Artwork
iconShare
 
Manage episode 464298952 series 3586728
Content provided by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Emily Madere, Matthew Lescault, and Doug Lewis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Emily, Doug, and Matt reflect on the transformative changes that shaped the accounting industry in 2024, from the surge in M&A activity to the evolving role of AI in firms of all sizes. They discuss Sage's rebranding of their flagship conference from "Transform" to "Future" and what it signals about the company's strategic direction. The conversation explores current industry challenges around staffing, compensation, and maintaining company culture, while offering insights into what firms should expect in 2025 and beyond.

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


  • (00:00) - Welcome to The Unofficial Sage Intacct Podcast
  • (01:11) - Reflecting on 2024: A Transformative Year
  • (03:44) - Personal and Professional Growth
  • (06:58) - Generational Perspectives and Personal Anecdotes
  • (09:04) - Sage Transform to Sage Future: What's Changing?
  • (15:10) - Industry Trends and M&A Strategies
  • (21:13) - Industry-Wide Staffing Challenges
  • (22:46) - Navigating Economic Cycles
  • (23:51) - Maintaining Company Culture
  • (24:55) - Sales Pipeline Insights
  • (25:48) - M&A Trends and Firm Valuations
  • (29:59) - The Role of AI in Accounting
  • (38:16) - Upcoming Events and Podcast Goals
  • (41:22) - 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

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

  continue reading

25 episodes

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