Virtual Customer Panel Series

Learn how B2B SaaS Finance experts and peers are preparing to
recover faster than their competitors.

About the SaaS Success Series

Join us for four 45-minute panels to help your teams thrive in spite of the challenges we’re all facing. Every week, you’ll learn how your B2B SaaS finance peers are navigating change and getting a jump on growth as we exit these volatile times.

Weekly Online Series

June 18 - July 23

Register for all sessions

Schedule

Accelerate Through the Curve - 3 Key Strategies for Growth in a Downturn

The best companies know that the right place to pass competitors is in the sharp curve of a crisis or economic shock; while “followers” only react once they’re in the straightaway of the recovery.

Zach Blaine, Controller at Expel, Ben Murray, CFO of Cartegraph and The SaaS CFO, and Andre Lafayette, VP of Budgeting and Planning at Sage Intacct, will share three key strategies that successful companies implement, but laggards fail to:

  • Encourage selective investments (offense) in addition to cash management (defense)
  • Leverage tools that can automate billing and revenues
  • Elevate your forecasting and planning, above your competitors

Discover the Next Level in Spend Management - Greater Controls, Visibility, and Team Engagement

Do you hate being the bad guy who communicates budget cuts? And when the business team doesn’t understand the justifications or implications, employee morale can take a hit.

Matt Wolf, VP of Finance at Roadster, a leading AI firm, and Thejo Kote, CEO of Airbase, a company that provides next generation business-spend management solutions, will share how you can:

  • Give every employee a view into the impacts their expenditures have on company performance
  • Improve the business processes that link specific customers or cohorts to the cost of closing them
  • Provide faster feedback on the results generated by your company’s business decisions

The Road to Recovery: Month-End Close Best Practices and Tips

Finance and accounting teams have had to quickly react, changing processes and procedures due to the pandemic. Nowhere has it felt more acute than during the month-end close.

Kevin Neary, Controller at Wistia, Mike Whitmire, Co-founder and CEO of FloQast, and David Appel, Head of Subscription and SaaS at Sage Intacct, will share best practices to manage the month-end close, post COVID-19, and use Sage Intacct and close-management software. You’ll learn how to:

  • Streamline processes and reconciliations to close faster and more accurately
  • Collaborate better with virtual teams
  • Identify ongoing improvements with actionable analytics

July 16
11am PDT / 2pm EDT

Managing Cash Flow and Collections in Volatile Times

Cash management is critical in this downturn. Investors want a 12 to 18-month runway before you raise again. Uncertainty and rapid changes put a strain on your finance teams. How can you leverage automation and avoid hitting a cash crunch?

Carlos Vega, Tesorio’s CEO, and peer finance leaders will share how AI can maximize cashflow performance. Learn how to manage your cashflow during today’s business volatility by:

  • Automating and cleaning up A/R collections
  • Using data-informed smart timing of A/P
  • Automating a cash view of your P&L that you can share with the business leaders

July 23
11am PDT / 2pm EDT
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Access recordings from the
Modern SaaS Finance Summit

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Speakers

Kevin Neary

Kevin Neary

Controller

Wistia

Matt Wolf

Matt Wolf

VP Finance

Roadster

Zach Blaine

Zach Blaine

Controller

Expel

Ben Murray

Ben Murray

CFO

Cartegraph and TheSaaSCFO.com

Thejo Kote

Thejo Kote

Founder and CEO

Airbase

Mike Whitmire

Mike Whitmire

Co-Founder and CEO

FloQast

Carlos Vega

Carlos Vega

CEO

Tesorio

Andre Lafayette

Andre Lafayette

VP Budgeting and Planning

Sage Intacct

David Appel

David Appel

Head of Software and SaaS

Sage Intacct

Gina Sponzilli

Gina Sponzilli

Software and SaaS Industry Manager

Sage Intacct

Register today for the SaaS Success Series

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