About the SaaS Success Series
Complimentary online series focused on helping B2B SaaS Finance Leaders leverage great processes, people and technology.
On-Demand Series
- The 100-Day Ramp Plan for New Finance Hires
- What is the New SaaS Finance Technology Stack
- 3 Best Practices for Forecasting for Fundraising
- How to Plan for Your ASC 606 Revenue Recognition Scenario
Schedule
The 100-Day Ramp Plan for New Finance Hires
Hear from Michael Bayer, CFO at Wasabi Technologies, Tom Kirby, Founder of PrepDD and Next Series Club, and Jamie Ceglarz, founder of the Operator’s Guild as they discuss:
- How to approach the job search
- How to build your 100-day plan
- How to leverage your community to be successful
What is the New SaaS Finance Technology Stack
In this session Ben Murray, author of TheSaaSCFO.com, Gene Hammons, founder of Profit From ERP, and Sam Jacobs, founder of The Revenue Collective online community of SaaS operators, will discuss:
- What are the new technologies to use
- What technologies are your peers using
- What are the measures and benchmarks for your metrics
3 Best Practices for Forecasting for Fundraising
Hear from Dave Kellogg, Principal at Dave Kellogg Consulting, Mihir Jobalia, Managing Director at KPMG Corporate Finance as they discuss:
- What are the measures investors want to see as you move from Seed to Growth Stage
- What does great scenario planning look like
How to Plan for Your ASC 606 Revenue Recognition Scenario
In this session, Tony Sondhi, President, A.C. Sondhi & Associates, and Robert Freedman, Editor of CFODive.com, will cover:
- How to think about your revenue recognition scenario
- Stories from how peers have planned, executed, and learned the hard way
On-demand Webinars
How to Move from Seed to Growth Stage
Join top consulting CFO, Tina Gregory from Early Growth Financial Services, and Poya Osgouei of Poya Ventures and SaaStr. Learn how to:
- Position yourself for the next stage of growth across people, processes, and technology
- Succeed in a SaaS company as one of the first finance hires
Planning High ACV Billing and Revenue Recognition Models
In this session, we will be joined by Vincent Prajka, Partner, JMI Equity, and will focus on RevOps and high ACV models. You'll learn:
- How to build the billing and revenue models for companies with high ACV/ARR products
- The business value of flexible billing
The 6 Cs of SaaS Finance and Benchmarks to See Where You Stand
Get guidance from Jeff Epstein, Operating Partner from Bessemer Venture Partners and former CFO of Oracle, who will share his deep expertise on:
- The key metrics that Bessemer uses to guide its investments
- See how your company stands against 2020 benchmark data
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.
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.
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.
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?
Access recordings from the
Modern SaaS Finance Summit
Speakers
Jeff Epstein
Operating Partner
Bessemer Venture Partners
David Appel
Head of Software and SaaS
Sage Intacct
Michael Bayer
CFO
Wasabi Technologies, Inc.
Zach Blaine
Controller
Expel
Jamie Ceglarz
Founder
Operator’s Guild
Deborah Dang
VP of Finance
OpenSesame
Dan Fletcher
Vice President
Vector Capital
Robert Freedman
Editor
CFO Dive
Tina Gregory
CFO
Early Growth Financial Services
Gene Hammons
Founder
Profit From ERP
Sam Jacobs
Founder
The Revenue Collective
Mihir Jobalia
Managing Director
KPMG Corporate Finance
Dave Kellogg
Principal
Dave Kellogg Consulting
Tom Kirby
Founder
PrepDD and Next Series Club
Thejo Kote
Founder and CEO
Airbase
Andre Lafayette
VP Budgeting and Planning
Sage Intacct
Joe Maxim
VP, Corporate Controller
Discovery Education
Ben Murray
CFO
Cartegraph and TheSaaSCFO.com
Kevin Neary
Controller
Wistia
Poya Osgouei
CEO and Founder
Poya Ventures and Sales at SaaStr
Vincent Prajka
Partner
JMI Equity
Gina Sponzilli
Software and SaaS Industry Manager
Sage Intacct
Tony Sondhi
President
A.C. Sondhi & Associates
Carlos Vega
CEO
Tesorio
Mike Whitmire
Co-Founder and CEO
FloQast
Matt Wolf
CFO
Roadster