Virtual Event Series

Session videos and slides

Our software community is facing uncertain times from the COVID-19 pandemic. So, we’re changing the Modern SaaS Finance Summit in two ways.

  • First, it transformed into a multi-week virtual event with your peer CFOs, Controllers, and Revenue Operations leaders, as well as investors and advisors, sharing their stories.
  • Second, we focused more on how to immediately react to the shifting business landscape—with a big focus on preserving cash.

Here’s our Summit wrap up: Six Steps to Prepare Your Company for Recovery

About the Modern SaaS Finance Summit

Join peer SaaS and Subscription finance leaders, including Bessemer Venture Partners, Conga, and Workiva, for a series of virtual discussions on managing cash, expenses, and expectations at your companies. See below for a complete description of sessions and times.

On-Demand Virtual Sessions

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Sessions

How Forecasting Will Help Your Company Navigate Uncertainty

  • Vinny Prajka, Partner JMI Equity
  • Mike Etheridge, VP of Finance of Arena Solutions

Know Where Your Company Stands

  • Insights from David Spitz at KeyBanc Capital Markets, one of the top IPO investment banks, on how to communicate to investors

The Power of the Tech Finance Community

  • Learn how to leverage your peers in regional finance community groups and help each other find answers, humor, and advice

Managing Subscription Revenue Recognition Through Uncertainty

  • Tony Sondhi, Member of the FASB ASC606 Task Force
  • Controllers from Workiva, Code42, and Jobvite

Managing Automation and Cash Flow in Your Subscription Model

  • Andrew Dailey of MGI Research
  • Talix, RiskIQ, and AtScale

How to Update Your Board

  • With Greycroft, Alpine Investors, and Vector Capital

Bessemer’s Cloud Industry Update for CFOs

  • Byron Deeter, Partner at Bessemer Venture Partners

Leveraging Revenue Operations to Identify Churn

  • With Finance Leaders from Conga and SalesHood
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Modern SaaS Finance Summit

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Speakers

David Appel

David Appel

Head of Software and SaaS

Sage Intacct

Haley Beck

Haley Beck

Vice President

Alpine Investors

Adam Buchholz

Adam Buchholz

VP and Corporate Controller

Workiva

Grant Christianson

Grant Christianson

Controller

Code42

Andrew Dailey

Andrew Dailey

Managing Director

MGI Research

Byron Deeter

Byron Deeter

Partner

Bessemer Venture Partners

Mike Etheridge

Mike Etheridge

VP Finance

Arena Solutions

Caitlyn Greene

Caitlyn Greene

Accounting Manager

Saleshood

Stuart Langer

Stuart Langer

Director of Product Management

Sage Intacct

Marc Linden

Marc Linden

Executive Vice President

Sage Intacct

Stefanie Maragna

Stefanie Maragna

VP Corporate Marketing & Events

Sage Intacct

Masha Murphy

Masha Murphy

Controller

RiskIQ

Peter Perrone

Peter Perrone

CFO

AtScale

Robert Pinkerton

Robert Pinkerton

CFO

Conga

Vincent Prajka

Vincent Prajka

Partner

JMI Equity

Lisa Schulz

Lisa Schulz

Corporate Controller

Jobvite

Ashmi Shah

Ashmi Shah

SVP of Finance

Talix

Tony Sondhi

Tony Sondhi

President

A. C. Sondhi & Associates

David Spitz

David Spitz

Managing Director

Key Bank Capital Markets

Mark Terbeek

Mark Terbeek

Partner

Greycroft Ventures

Jesse Weber

Jesse Weber

Head of Private Equity Relationships

Sage Intacct

Agenda*

Tuesday, March 17

am
pm
8:00
9:00
Registration and Networking Breakfast
9:00
9:15
Welcome
David Appel, Sage Intacct
9:15
10:00
Keynote Presentation: The Bessemer 2020 State of the Cloud for CFOs
Byron Deeter, Bessemer Venture Partners
10:05
10:50
Panel: Forecasting the Future of Billings, Cash & Revenue
Stuart Langer, Sage Intacct; Vinny Prajka, JMI Equity
10:50
11:15
Networking Break
11:15
12:00
Panel: How to Tell Your Story to Investors
Jesse Weber, Sage Intacct; Haley Beck, Alpine Investors; Paul Kirincich, Khosla Ventures; Mark Terbeek, Greycroft Ventures; Brian Regan, Spectrum Equity
12:05
12:50
Panel: What’s Next in Subscription Revenue Recognition
Tony Sondhi, A.C. Sondhi & Associates; Grant Christianson, Code42; Lisa Schulz, Jobvite; Adam Buchholz, Workiva
12:50
1:00
Sponsor Spotlight: Kimble
1:00
1:45
Networking Lunch
Sponsored by Kimble
1:45
2:30
Panel: Revenue Operations – The New Link Between Sales & Finance
Pete Kazanjy; Modern Sales Pros; Bob Pinkerton, Conga; Caitlyn Greene, Saleshood; Masha Murphy, RiskIQ
2:30
2:45
Sponsor Spotlight: Tesorio
2:45
3:15
Panel: Building Innovative Subscription Billing Models
Andrew Dailey, MGI Research; Peter Perrone, AtScale; Ashmi Shah, Talix
3:15
3:30
Customer Success Story
3:30
4:15
Panel: Benchmarking Your Company Against the Key Bank SaaS Survey
Marc Linden, Sage Intacct; David Spitz, Key Bank Capital Markets
4:20
4:30
Panel: Advantages of Being Part of Your Local Tech Finance Community Group
4:30
5:30
Networking Reception
Sponsored by Tesorio

* Subject to change

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