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Join 2,000+ peer SaaS finance leaders, investors, and industry experts for this exclusive virtual event on June 5, 2024. This full-day summit has three different tracks (CFO, Controller, and RevOps) to help you build the processes and teams within fast growth SaaS, AI, and high-tech companies to make the big decisions needed to scale and win your market.
Sessions led by Jeff Epstein of Bessemer Venture Partners, Andreessen Horowitz, and peer CFOs on how to forecast, manage your Board, leverage AI, funding GTM, and benchmark your results.
Sessions led by investor finance operating partners and peer Controllers on how to build your finops tech stack, manage rev rec, have good compliance, manage M&A, and select software.
Sessions led by top RevOps leaders and peers on how to work with FP&A, build your billing model, create your SaaS metrics, and invest in GTM
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Choose from one of three different tracks based on your role
June 5, 2024 10:20 am
Jeff Epstein
Operating Partner, Bessemer Venture Partners
Forecasting is difficult right now. There are quite a few variables. Hear from Jeff Epstein, Bessemer Venture Partners’ finance operating partner and former chief financial officer of Oracle, on how to get your Goldilocks budget, making it just right across the different dimensions of revenue, billings, and cash.
June 5, 2024 10:40 am
Seema Amble
Partner, Andreessen Horowitz
Andreessen Horowitz is one of the world’s best venture capital investors. Hear from their partner, Seema Amble, on how they see AI impacting the office of the CFO. She brings in mega trends, and companies already started to help with this.
June 5, 2024 11:00 am
Aaron Harris
Global CTO, Sage
Artificial intelligence is already transforming the office of the chief financial officer. Learn from Aaron Harris, cofounder of Intacct, and CTO of Sage, on how Sage is helping finance teams build continuous accounting, assurance, and insights to best automate and scale finance department in well run companies.
June 5, 2024 11:40 am
Kiran Lingham
CEO, The Fsuite
What does great CFO compensation look like? Kiran Lingam, CEO of The F Suite, will share insights from the community on how much you should getting paid based on the 2024 F Suite CFO Compensation Survey. The F Suite is the premiere community for senior CFOs at high growth companies and investment funds -- they've built tight knit community where members help each other throughout their lives and careers.
June 5, 2024 12:00 pm
Walid Abu-Hadba
Chief Product Officer, Sage
How is AI transforming the office of the CFO? Learn from Walid Abu-Hadba, Chief Product Officer of Sage, on the macro trends driving this massive transformation, and how you can leverage them in how you run your finance department.
June 5, 2024 01:00 pm
Katie Griffin
Director, PwC
Compliance can be a good thing, particularly when it's getting the entire company to understand how to manage risk and reward. Hear from Katie Griffin, Director of Risk Assurance at PwC, on a series of best practices of what to do and what not to do, with making this a key part of your culture.
June 5, 2024 01:20 pm
Christopher Fountain
Operating Partner, Frontier Growth
How do CFO's work as a partner with the go to market team to decide where and how to invest in growth? Christopher Fountain, operating partner at Frontier Growth, will share best practices that they give to their portfolio that everyone can leverage.
June 5, 2024 01:40 pm
Ray Rike
Chief Evangelism Officer, Benchmarkit.ai
One of the most important SaaS metrics benchmarking reports of the year has just been published. Listen to Ray Rike, Founder and Chief Evangelism Officer of Benchmarkit.ai, on the initial results of their 2024 benchmark survey. You can see how you compare on client acquisition cost, net retention, and growth rates against hundreds of your peers. Ray also shares some conclusions and tips on what to do in managing your team based upon the conclusions of the Survey.
June 5, 2024 02:00 pm
Sam Jacobs
CEO, Pavilion
Sam Jacobs, founder and CEO of Pavilion, has created an incredible network of founders and revenue leaders that support each other with building scaling organizations. Sam will be sharing insights from the community that you could leverage as you build your company.
June 5, 2024 02:40 pm
Mark Sue
CFO, Silicon Valley
What should go into your Finance Tech Stack? Accomplished Silicon Valley CFO, Mark Sue, shares a comprehensive Market Map of the components of the SaaS Finance Tech Stack, including how to incorporate AI into your stack.
June 5, 2024 05:00 pm
Liezl Wakeling
CFO, Prosites
One of the CFO's most important functions is communicating with and managing the expectations of the board of directors. Liezl Wakeling, CFO of Prosites, is a tenured CFO for several private equity funded companies. Hear from Liezl for a set of tips on how to prepare for, and communicate with, your board.
June 5, 2024 05:40 pm
Godard Abel
CEO, G2.com
There's a new way to buy software, and it involves crowdsourcing the feedback from 100,000s of your peers on the experience they have already had. Godard Abel, CEO of G2.com, walks you through how to leverage this incredible data source into your software decisions.
June 5, 2024 10:00 am
Ben Murray
The SaaS CFO
Ben Murray, The SaaS CFO, will share the results from his 2024 finance technology tech stack survey. It covers over 945 vendors across 22 categories and is extremely illuminating on what your peers are doing to build their tech stack.
June 5, 2024 11:20 am
Ashwinpaul (Tony) Sondhi
Owner, A.C. Sondhi & Associates
Revenue recognition is hard. It can be made a lot easier with good advice on the steps to take to stay a step ahead. Hear from Tony Sandi a world class expert on this how to build it for yourself.
June 5, 2024 04:00 pm
Anna Johnston
VP Finance, CrashPlan
Private equity transactions are becoming much more common. They often have a transaction services agreement, or TSA, involved in transitioning the ownership and infrastructure from one company to another. Learn about how a TSA works and learn from a good example from Anna Johnston at Crashplan on how they successfully navigated their TSA.
June 5, 2024 04:20 pm
David Furth
CEO, Datablend
Integration has now become a fundamental part of the finance tech stack. Learn how to plan for this in your model.
June 5, 2024 04:40 pm
Kevin Mason
Finance Operating Senior Associate, Accel-KKR
Accel-KKR is one of the best private equity firms in the world. Hear from Kevin Mason and Austin Zoutis, finance operating partners, on what they advise their companies to do in managing the scale and efficiency of finance to best maximize cash flow and reporting and forecasting on the health of the company.
June 5, 2024 05:20 pm
Chris Price
Director, Baker Tilly Digital
What are the measures you were using for your SaaS metrics? How much do they compared to industry standard, and what is really happening in the business? Chris Price, Director of the SaaS Vertical at Baker Tilly Digital, will share lessons learned and what's the best way to calculate and present your SaaS metrics to ensure they give an accurate representation of the business.
June 5, 2024 06:00 pm
David Appel
Global Head, SaaS Vertical
A wrap-up and thank you to our incredible speakers, the fantastic team that built and shared today’s Summit, and to all of you, our attendees, for joining us today from around the world.
June 5, 2024 12:20 pm
Chiraag Kapoor
Principal, Radian Capital
How does RevOps best work with finance in building the forecast? Chiraag Kapoor, Principal at Radian Capital, shares the game plan that Radian gives its portfolio in having them have a comprehensive view of what success can look like.
June 5, 2024 12:40 pm
Dominic Ballinger
VP GTM, Sage
What does a great partnership between FP&A and RevOps look like in building the go to market plan? Dominic Ballinger, Vice President of GTM at Sage, will share the best practices that Sage uses in building $2 billion a year go to market plan.
June 5, 2024 02:20 pm
Matthew Volm
CEO, Rev Ops Coop
Matthew Volm has created an incredible community of revenue operations leader leaders called the RevOps Co-op. Listen to the best practices they have learned from their community on how to build your revenue operations tech stack.
June 5, 2024 03:00 pm
Dennis Kayser
CEO, Forecast.app
A key part of revenue operations is managing the professional services and its billings. Learn the best practices on automation for this key part of your sales, margin, and customer success. Dennis Kayser, founder and CEO of Forecast.app, on best practices from their hundreds of deployments.
June 5, 2024 03:20 pm
Lisa Schulz
Corporate Controller, Workboard
Billing is complicated. Hear from Lisa Schulz of Workboard on how to collaborate in building your billing model, it's value metrics, and the KPIs used to track it across the organization and workflow.
June 5, 2024 03:40 pm
Sunny Wu
Vice President - Finance, Logisense
What is the best way to build your billing model? Sunny Wu, Vice President of Finance of Logisense, will walk you through her advice on how to best structure your billing model and get consensus across all the teams involved in the decision.
If you're ready for the insights and strategies you need to win your market in 2024 and beyond, join 2,000+ SaaS finance peers for an amazing virtual event on Wednesday, June 5.
