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The Sage Advice Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

Sep 16, 2020

Karen Larkin is the CFO of Beemok Capital in Charleston, SC – an ultra-high net worth multi-generational single-family office. She leads strategic long-range financial planning for the firm’s multiple business entities, including overseeing corporate development, mergers, acquisitions, integrations, and...


Sep 9, 2020

Angelo Robles is the founder and CEO of Family Office Association – a global membership organization for ultra-high net worth families and their single-family offices. For over 10 years, Angelo has worked with multiple generations of families, and their trusted advisors – giving him a deep understanding on how...


Aug 12, 2019

Tierney Santoro is an Intacct administrator and staff accountant at The Menta Group, an educational non-profit running schools for at-risk youth. She is an active member of the Chicago Sage Intacct Customer Meetup group and has a passion for implementing product customization and automation to make work easier! She has...


Jul 23, 2019

Roger Bayramian has been the Controller at the Children's Hunger Fund for the past 8 years, currently serving as Controller. His career included 10 years in real estate (primarily in escrow). He worked through the Great Recession, eventually leaving the industry in 2011 to go into non-profit work. Taking...


Jul 22, 2019

Jemelle Howell is the Assistant Manager of Finance at Massy United Insurance one of the leading general insurance companies in the Caribbean.  She was the top performer for Barbados for the June 2014 when she sat for her exam.  Her philosophy is to do the best she can and strive to get it right the first...