My Sage Summit 2016 Sessions

Sage Summit 2016 invades the McCormick Center in Chicago next week. Below are a list of the sessions I will be participating in:

  • The Future of the Accounting Profession with Daniel Susskind. Monday, 2:30pm,  The Commons, 4th Floor, Room S404. Do not miss this one! If you are a mid-market Sage Partner and have multiple folks attending Sage Summit you might want to split up as this pertains to you as well.
  • Panel on The Future of the Professions. Monday, 3:45pm to 5:00pm, The Commons, 4th Floor, Room S404. In addition, to Daniel Susskind, I will be moderating a panel which includes: Ron Baker, Gary Boomer, Garry Carter, William Nahum, Doug Sleeter, and Joe Woodard.
  • Do you want fries with that? Fundamentals of strategic pricing. Tuesday, 2:00pm, Commons 304B, GN-7403
  • The invisible handshake: a new take on corporate social responsibility (with Ron Baker). Tuesday 4:45pm and Wednesday 3:30pm, Commons 305A GN-8498
  • Shut up and eat your french fries: asking effective questions. Wednesday, 2:00pm, Commons 305D, SA-7420 
  • Innovation beyond technology. Thursday 12:30pm, Commons 304C, GN-7419
  • Again with the trusted advisor. Thursday 2:00pm, Commons 302D, GN-8500

Sage Summit Sessions – Creating vision and strategy

Unfortunately, the audio for these two sessions did not turn out at all listenable. Therefore, I am ust posting the abstracts and the slides. Please feel free to comment or contact me if you have any questions.

Creating shared vision in a small business

Have you defined a vision for your company and shared it with your teams? A shared vision enlists others in the work and provides guiding principles for day to day activities. Creating a shared vision can be hard work because it requires you to examine goals and beliefs and weave them into a cohesive picture of your future. If you’re ready to start this work on behalf of your organization, join Ed Kless to make this part of your 2015 action plan.

Slides

Creating strategy in a small business

Even small organizations can create and execute meaningful strategic plans. Creating a well-defined strategy is hard work and not for everyone, as it requires us to begin to say “no” to stuff we usually say “yes” to. You are hereby invited by facilitator Ed Kless, to open a dialogue about how best to go about creating a strategy for your small business organization.

Slides

My Sage Summit 2015 Sessions

Sorry I am a bit late with this, but I have had a few requests for me to do this post even at this late date.

Here are the sessions I will presenting at Sage Summit 2015:

SageCity Live: Increasing user adoption – Tuesday, July 28th, 11:45am – 12:30pm – SageCity Live

This will be an intimate conversation on a topic I will presenting more formally on Thursday (see below). I hope to gather more stories for sharing and maybe even provide some advice to a Sage Customer or two that they can use back at their office.

Measuring what matters – Tuesday, July 28th, 4:30pm – 5:15pm – Learning commons 5D

Do your performance metrics reflect what’s truly important to your customers? This session explores the ways companies can increase financial performance by changing from inwardly facing measurements to measurements that extend outside the firm. Changing these metrics often requires firms to think differently than they have in the past. If you’re ready to think differently about your company’s measurement systems (or think you might be ready to think differently), join this conversational session facilitated by Ed Kless.

Creating strategy in a small business – Wednesday, July 29th, 11:45am – 12:30pm – Learning commons 4C

Even small organizations can create and execute meaningful strategic plans. Creating a well-defined strategy is hard work and not for everyone, as it requires us to begin to say “no” to stuff we usually say “yes” to. You are hereby invited by facilitator Ed Kless, to open a dialogue about how best to go about creating a strategy for your small business organization.

Creating Shared Vision in a Small Business 
– Wednesday, July 29th, 1:30pm – 2:15pm – Learning commons 4C

Have you defined a vision for your company and shared it with your teams? A shared vision enlists others in the work and provides guiding principles for day to day activities. Creating a shared vision can be hard work because it requires you to examine goals and beliefs and weave them into a cohesive picture of your future. If you’re ready to start this work on behalf of your organization, join Ed Kless to make this part of your 2015 action plan.

Leadership in the age of the quick fix – Wednesday, July 29th 3:30pm – 4:15pm – Learning commons 4D

Leadership thinking is is often based on manipulation – trying to “get someone to do something” which isn’t necessarily effective. Coming to terms with this idea is difficult and not for everyone because it requires us to examine some of our most deeply held beliefs and either dismiss them or at least think differently about them. If you are interested in rethinking the way you approach leadership, you are invited to attend this session facilitated by Ed Kless.

Increasing user adoption – dealing with resistance – Thursday, July 30th, 11:45am – 12:30pm – Learning commons 4B

Has your organization’s productivity or effectiveness been challenged by employees that are resistant to change? Perhaps you have new processes or tools you need them to adopt? This session is dedicated to the possibility that we can increase the level of adoption of new systems, processes, and tools in our businesses by changing the way we interact with our teams. If you are interesting in joining this conversation about dealing with resistance, you are invited to attend this session facilitated by Ed Kless.  

Changing conversations by asking better questions – Thursday, July 30th, 1:30pm – 2:15pm – Learning commons – Learning commons 4B

This session is dedicated to the possibility that professionals can greatly increase the value they provide to their customers if they hone their skills at asking better, more effective questions. Developing and enhancing this skill is not easy because it requires us to rethink and relearn conversation habitss. If you would like to learn how this questioning approach can strengthen your customer conversations, join Ed Kless us for this discussion-based session.

The Soul of Enterprise Live!

In addition, Ron Baker and I will be broadcasting live three episodes of our radio show The Soul of Enterprise from the Broadcast booth each day from 2:00pm to 3:00pm. We will be featuring Sage Customers and Partners, as well as Sage Summit Speakers and even a Sage Colleague or two. Come on by to listen in or even heckle some!

Book signings

Ron and I will also be selling ($20) and signing copies of our new book, The Soul of Enterprise: Dialogues on business in the knowledge economyat both 5:15pm on Tuesday and 3:15 on Thursday. All purchaser will receive a free Kindle-only edition of the book should they desire.

Creating a new future: Partnering in the age of the cloud

On Monday, July 28, 2014, at 3:30pm – 5:00pm PT, I will have the honor of being the emcee for a special session at Sage Summit 2014 exclusively for Sage Partners. The session is entitled Creating a new future: Partnering in the age of the cloud. We will feature Partners as well as Sage team members in casual conversation (read unscripted) on a Tonight Show type set.

This session is dedicated to the possibility that partners will be more successful in the future if they are willing to transform their business model to better reflect the realities of the new market place. This is hard work as it requires us to think differently about our preconceived notions of the past and future. If you are interested in actively participating in the creation of the future, this session is for you. This session is for all partners of Sage regardless of product.

The links below are to Sage Thought Leadership podcasts featuring the named guest.

Here is the tentative agenda:

  • 3:30 – Opening monologue – me
  • 3:40 – Partnering in the future – Joe Langner
  • 3:55 – Partnering with CRM – Peter Wolf and David Beard
  • 4:10 – Position the total solution with a vertical approach – Jeff Roth and Bill Reitz
  • 4:25 – Innovating mobile solutions – Dom Pernai and Doug LaBahn
  • 4:40 – Peering into the future – Stan Mork and Donald Deshaies
  • 4:55 – Closing – moi

My Sage Summit 2014 Sessions

Well, it is official. I will be doing some speaking at Sage Summit 2014 in July.

In addition to hosting a general session for all Sage Partners on Monday from 3:30 to 5:00, I will delivering some fun content during the show to all Partners and Customers.

  1. BUS-559 Increasing user adoption on Tuesday from 10:30 to noon. This session is based on my conversations last year with customers during Sage City. I was surprised at how many current customers struggled with user adoption. Topics will include: identifying and dealing with resistance and leading during times of change.
  2. MAX-558 Healing leadership on Tuesday from 1:30 to 2:30. I am thrilled to have the permission of my mentors Howard Hansen and Steve Geske to include this topic this year. We will cover emotional triangles and chronic versus transactional anxiety.
  3. IND-561 Economics in one game on Wednesday from 4 to 5. This is an expanded version of my Inspire Tour keynote presentation. It includes an additional round in the game, a deeper dive into some of the economic data and some fun videos that I did not have time to show during the keynote version on the road.
  4. IND-560 Top ten business myths on Thursday from 11-11:45. This session will be a rapid fire look at these myths and includes a 10 minute question and answer period.

I would ask my Sage Partner friends to promote some of these sessions to your customers and maybe even plan to attend with them. As always, I think they will promote healthy conversations.

If you have any thoughts on these sessions, please feel free to comment below or send me an email.

About Some Webcasts

Over the next few months I will be delivering some webcasts that are aimed mostly at accountants. However, most of the material is applicable to all knowledge workers and professionals.

The webcast belong to one of two series: Tax Free Tuesdays and $5 Fridays. As you might guess the Tuesdays sessions are free, while the Friday sessions will cost you $5.

Here are the details of the first three sessions:

  • Friday, February 28 at 1:00pm ET – Creating Strategy in a Small Firm – This session will be dedicated to the possibility that even small firms can create and execute meaningful strategic plans. Creating a well defined strategy is hard work and not for everyone, as it requires us to begin to say “no” to stuff we usually say “yes” to. You are hereby invited to open a dialogue about how best to go about creating a strategy for your small firm.
  • Tuesday, February 25 at 1:00 pm ET – Top Ten Business Myths – This session is dedicated to the possibility that many myths exist about business and it would be better to rid ourselves of these ideas. Thinking about these myths is hard because it requires us to examine some of our most deeply held beliefs and either dismiss them or at least think differently about them. If you are interesting in having a conversation about business myths, you are invited to attend this session.
  • Friday, March 7 at 1:00 pm ET – Introduction to the Professional Knowledge Firm (aka Firm of the Future) – This session will be dedicated to the possibility that a professional organization can be run more effectively when it becomes a knowledge firm rather than a service firm. Creating such an organization is hard work and not for everyone. It requires us to think differently than we have in the past about what it is that we do. You are hereby invited to open a dialogue on a different model for creating and capturing value in a professional firm. We will explore two business models: the firm of the past and the firm of the future. We will also begin a conversation about the four transformations that need to occur in order for firm to make the transition successfully.

Once you click on the class, please click either Request for the Tuesday free webcasts or Add to cart for the $5 Friday classes. If you have any questions, you can email me at ed.kless @ sage.com or comment below.

Sage Thought Leadership Podcast for Partners

Note: For Sage Partners Only.

At Sage Summit 2013, we announced a new partner program – The Weekly Sage Partner Podcast.

This podcast will spotlight one Sage partner each week. I will conduct the interview with you and ask you to share how you have solved a particularly difficult customer problem as well as something that you are doing inside your organization to facilitate growth.

These podcasts will be posted on the Sage Thought Leadership page as well as on the iTunes feed for the podcast.

If you are interested in being interviewed, please email me.