New Podcast: Jay Shepherd on His Pivot and Managing the Timeless Firm

jshepherd-web-color-sm-crop-300x242With me this time on the VeraSage Podcast is the erudite Jay Shepherd. Jay speaks about his pivot from being a practicing attorney to author, consultant and speaker. We also chat about his role in the upcoming VeraSage Event in Las Vegas in June. (For good measure, we both take some swipes of the New York Yankees and their fans as we mark the beginning of baseball season here in North America.)

Atticus Webinar on Value Pricing in Law Firms

Last Thursday I had the pleasure of doing a Webinar for Atticus, with VeraSage Practicing Fellows Mark Chinn and Christopher Marston, along with Lonny Balbi, a family lawyer in Calgary, Canada.

The call was moderated by Steve Riley.

The program runs one hour and you can find the link here.

Announcing VeraSage Events & a Podcast

We are excited to announce that the VeraSage Institute is holding three events immediately following the AICPA’s Practitioners Symposium and TECH+ Conference on June 13, 14 and 15 at the Aria hotel in Las Vegas, NV.

The first event, Meet VeraSage 2012, will be held on Wednesday, June 13 from 2 to 6PM. It will feature openings from Paul Dunn and Ron Baker, a session with Kennedy and Coe’s managing partner Kurt Siemers, a panel of VeraSage Trailblazer firms, and a live THRIVEcast featuring Mark Koziel and Tom Hood. This is a free event open to anyone.

If that is not enough, we have a second event, VeraSage in Vegas, which will run from 7:30am to 5:30pm on Thursday, June 14. The morning will feature five VeraSage Fellows and Founders:

The afternoon will be dedicated to dynamic, interactive workshops that drill down into the content taught in the morning. You’ll interact with dozens of VeraSage Fellows and Friends who are trailblazers with experience in these core areas. You’ll take away scores of practical ideas you can implement today and into the future. The price for this event is $1,200. And, of course, the value is guaranteed.

The third event, not open to the public is a meeting of VeraSage Fellows and Friends. This is similar to the meeting that produced our terrific series of DETalks. Sorry, but unless you are a Fellow or trailblazer (by invitation only) you can’t come to the live event, but look for the posting of the DETalks after the event.


To help kickoff and promote this Michelle Golden, who is organizing this event for the Institute, chatted with me about the event for our latest installment of the nascent VeraSage Podcast.

In addition, she talked about her first encounter with VeraSage Founder Ron Baker. This meeting was by chance photographed and appears at left.

Podcast: Dan Morris on the Origins of VeraSage

0fdb62bIn this edition of the VeraSage podcast, co-founder Dan Morris speaks with Ed Kless about his first meeting Ron Baker. In addition, he talks about the transformation his firm underwent in going from billing by the hour to value pricing. The interview ends with a great story about the last customer that Dan billed by the hour.


On Subscription Pricing and Being a Firm of the Future

On April 4th, Ron Baker and I did a webinar for Sage Partners entitled Subscription Pricing on the Journey to Becoming a Firm of the Future.

If you were unable to attend or would like to review what was shared, you can view a recording of the session. This webcast is part of the new Sage Transformation Journey Webcast Series. In these sessions, myself and other members of the Sage Partner Advantage team present relevant and timely information on how to develop the business practice of selling subscription pricing and improving the customer experience.

Thank you to those of you who attended the April 4 webcast session. If you were unable to attend or would like to review what was shared, you can view a recording of the session.

If you would like to learn more about becoming a Firm of the Future, please register for the full two-day Firm of the Future Symposium. The next symposium is being held April 24-25 in Southern California!

In addition to the Irvine dates we also have upcoming Symposia in  Vancouver, May 23-24 and Boston July 17-18.

Click here to download the agenda for this event.

Sage partners can register for any of these events today at Once you login, select Academies & Workshops an then Mid-Market ERP.

If you are not a Sage partner and would like to attend, please contact me or

New Podcast: On Ron’s LinkedIn Interview

VeraSage PodcastLast week, Ron Baker created quite a flurry of activity on the usually staid Accounting Group on LinkedIn.

At first, the comments were running about 50/50 supporters versus detractors, but as the week went on, more and more comments became vitriolic. One even called me Ron’s lapdog! (Amazing the ad hominum attacks that folks must stoop to when their logical argument is failing!)

In any case, Ron felt we should dedicate a podcast to responding to some of the more intelligent, but still erroneous criticisms.

PS – Check out the new VeraSage podcast graphic!

Podcast: Recap of Ron Baker’s Trip to Australia

VSrgb copyAs many regular readers will no doubt be aware (btw I mean regular in the sense that you read our stuff, for that you are extraordinary, not regular), Ron Baker has recently returned from a two-week tour of Australia.

I got a chance to chat with him today about some of the highlights. The result is this terrific podcast.


PS – Ron and I hope to make this a more regular feature, now that I have a Mac.

Bernie Lietz and Jason Blumer Talk Some VP Trash

At the I C Opportunities Conference in Chicago earlier this month, friends of the VeraSage Institute Bernie Lietz and Jason Blumer chatted a bit about how to differentiate their firms and the conversation led to a brief but fascinating exchange about Value Pricing.


CCH’s CPA Practice Management Forum

I was happy to be interviewed by Tony Powell, my old editor from CCH.

He’s writing a three-part series on ethics, and interviewed me for the first installment on “The Origin of Ethics.”

The interview was published in the November 2011 issue of CPA Practice Management Forum.

You can read the entire article here.

On the Dang ThriveCAST

Last month, Ron Baker and I delivered a Firm of the Future Symposium to 40 members of the THRIVEal+CPA Network.

On the evening of Day One, Ron and I were honored to be guests on the first-ever live THRIVEcast.