Join us for a complimentary SaaS industry event focused on the 5 key strategies finance leaders need to address to automate and grow their business.

 
February 6th, 2019
 
 
8:30am – 4:30pm
 
 
Forager Tasting Room & Eatery
 
420 S 1st St, San Jose, CA 95172

Registration is now closed

About Modern SaaS Finance Summit Event

Now more than ever, SaaS and Subscription Finance leaders have been looking for an event focused on automating and growing their businesses. The Modern SaaS Finance Summit will be a collection of talks by industry-leading peers focused on the top five strategies finance can take to reach $100M. This complimentary event is designed for CFOs, Controllers, Revenue Operations, and Finance leaders who want to learn best practices, automate processes, forecast on critical growth metrics, and scale their commercial models.

Take away transformational ideas

  • Grow to $100M - A keynote delivered by Jeff Epstein, Operating Partner at Bessemer Ventures and former CFO of Oracle, focused on how great board meetings lead to great business decisions and even better outcomes
  • Learn ideas from SaaS investors and finance leaders that you can immediately apply to scaling your business
  • Get the latest metrics investors want to see to guide your metrics and reporting
  • Participate in an interactive workshop with industry peers on how to build your financial forecast guided by Khosla Ventures, Gainsight, FloQast, and Stack Overflow
  • Network among industry-leading peers and gain personal development by being part of a local SaaS finance community

 

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Register today for the
Modern SaaS Finance Summit

Registration is now closed

 

Speakers

Jeff Epstein

Jeff Epstein

Operating Partner

Bessemer Venture Partners

Igor Beckerman

Igor Beckerman

CFO

Gainsight

Mark Ralls

Mark Ralls

Managing Director of Business Operations

Vista Consulting Group

keynote kick-off
Marc Linden

Marc Linden

CFO

Sage Intacct

David Spitz

David Spitz

Managing Director

KeyBanc Capital Markets

Jerry Raphael

Jerry Raphael

VP of Finance

Stack Overflow

Paul Kirincich

Paul Kirincich

Operating Partner

Khosla Ventures

Lisa Schulz

Lisa Schulz

Corporate Controller

Jobvite

Brian Regan

Brian Regan

Finance Operating Partner and CFO

Spectrum Equity

Ted Weitzel

Ted Weitzel

VP of Finance

G2 Crowd

Greg Sands

Greg Sands

Founder and Managing Director

Costanoa Ventures

Joel Meriwether

Joel Meriwether

Head of Finance

Weave

Mike Whitmire

Mike Whitmire

Co-founder and CEO

FloQast

Adam Buchholz

Adam Buchholz

VP and Corporate Controller

Workiva

Tom Kirby

Tom Kirby

Director of Finance and Operations

LotLinx

Dan Gloede

Dan Gloede

CFO and President

Codeverse

David Appel

David Appel

Head of Software and SaaS

Sage Intacct

Agenda

Wednesday, February 6

am
pm
8:30
9:30
Registration & Breakfast
9:30
10:15
Welcome & Keynote
How to Grow Your Business to $100M & Roadmap to Success (Download)

David Appel | Jeff Epstein | Marc Linden
10:15
11:00
Fireside
Best Practices in Connecting Your Quote to Financial Forecast (Download)

Adam Buchholz | Joel Meriwether | Lisa Schulz
11:00
11:15
Break
11:15
12:00
Panel
Telling Your Story to Investors - The Latest Metrics They Want To See (Download)

David Spitz | Greg Sands
12:00
12:45
Panel
How Finance Creates Business Value - Survey Results and Target Metrics (Download)

Mark Ralls | Brian Regan
12:45
1:30
Networking
Birds of a Feather Lunch

Share lunch and connect on like issues with similar stage companies
1:30
2:30
Workshop
Build a Financial Forecast - Apply Best Practices to Your Business (Download)

Paul Kirincich | Mike Whitmire | Igor Beckerman | Jerry Raphael
2:30
2:45
Break
2:45
3:30
Panel
Scaling Your Personal Growth with the SaaS Finance Community (Download)

Dan Gloede | Ted Weitzel | Tom Kirby
3:30
4:30
Networking Reception
Sponsored by Deloitte

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