Built for SaaS Finance Leaders

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About the SaaS Success Series

Complimentary online series focused on helping B2B SaaS Finance Leaders leverage great processes, people and technology.

February 9 – 25, 2021

  • February 9: The 100-Day Ramp Plan for New Finance Hires
  • February 11: What is the New SaaS Finance Technology Stack
  • February 23: 3 Best Practices for Forecasting for Fundraising
  • February 25: 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

Feb 23
11am Pacific / 2pm Eastern

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

Feb 25
11am Pacific / 2pm Eastern

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?

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Speakers

Jeff Epstein

Jeff Epstein

Operating Partner

Bessemer Venture Partners

David Appel

David Appel

Head of Software and SaaS

Sage Intacct

Michael Bayer

Michael Bayer

CFO

Wasabi Technologies, Inc.

Zach Blaine

Zach Blaine

Controller

Expel

Jamie Ceglarz

Jamie Ceglarz

Founder

Operator’s Guild

Deborah Dang

Deborah Dang

VP of Finance

OpenSesame

Dan Fletcher

Dan Fletcher

Vice President

Vector Capital

Robert Freedman

Robert Freedman

Editor

CFO Dive

Tina Gregory

Tina Gregory

CFO

Early Growth Financial Services

Gene Hammons

Gene Hammons

Founder

Profit From ERP

Sam Jacobs

Sam Jacobs

Founder

The Revenue Collective

Mihir Jobalia

Mihir Jobalia

Managing Director

KPMG Corporate Finance

Dave Kellogg

Dave Kellogg

Principal

Dave Kellogg Consulting

Tom Kirby

Tom Kirby

Founder

PrepDD and Next Series Club

Thejo Kote

Thejo Kote

Founder and CEO

Airbase

Andre Lafayette

Andre Lafayette

VP Budgeting and Planning

Sage Intacct

Joe Maxim

Joe Maxim

VP, Corporate Controller

Discovery Education

Ben Murray

Ben Murray

CFO

Cartegraph and TheSaaSCFO.com

Kevin Neary

Kevin Neary

Controller

Wistia

Poya Osgouei

Poya Osgouei

CEO and Founder

Poya Ventures and Sales at SaaStr

Vincent Prajka

Vincent Prajka

Partner

JMI Equity

Gina Sponzilli

Gina Sponzilli

Software and SaaS Industry Manager

Sage Intacct

Tony Sondhi

Tony Sondhi

President

A.C. Sondhi & Associates

Carlos Vega

Carlos Vega

CEO

Tesorio

Mike Whitmire

Mike Whitmire

Co-Founder and CEO

FloQast

Matt Wolf

Matt Wolf

CFO

Roadster

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