Modern SaaS Finance with Sage

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.

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. 

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.

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.

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.

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. 

Deploying Subscription 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.

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.

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.

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.

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. 

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 a...

Artificial intelligence is already transforming the office of the chief financial officer.  Learn from Aaron Harris, co-founder 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. This podcast is shared from the upcoming Modern SaaS Finance Forum on June 5, 2024 a...

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. This podcast is shared from the upcoming Modern SaaS Finance Forum on June 5, 2024 at http://SageSaaS.vFairs.com This virtual event brings together 2,000+ peer SaaS finance leaders, investors, an...

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. Liezl and I discuss: - What does a Board want from the CFO? - How should the CFO NOT do?...

Integration has now become a fundamental part of the finance tech stack. Learn how to plan for this in your model, with lessons from David Furth, CEO of Datablend. David and I discuss: - Why is integration now core to the finance tech stack? - What should you do to have a successful deployment? - What are tips of what not to do? This podcast is shared from the upcoming Modern SaaS Finance Forum on...

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 create your Goldilocks budget, making it just right across the different dimensions of revenue, billings, and cash. This podcast is shared from the upcoming Modern SaaS Finance Forum on June 5, 2024...

Please join me for an insightful discussion with Ben Murray, The SaaS CFO, on the results of his 2024 Finance Tech Stack Survey. This is the fifth year of the survey, and Ben has some great market data to leverage. The SaaS CFO offers in-depth posts on SaaS economics, metrics, and forecasting, including free SaaS forecast models for download. Join 61,000+ subscribers at TheSaaSCFO.com Ben and I di...

How do you build a durable integration layer in your tech stack? David Furth, CEO of DataBlend, joins me to dive into this needed component for your scale. For background, DataBlend is an integration software (iPaaS) designed to optimize the operations of finance and accounting teams. So David and I discuss: • Why is a coordinated integration strategy important? • What is important in deploying in...

Please join me for a thoughtful discussion with Muhammad Younas, the CEO and Founder of vFairs. vFairs is an event technology platform that powers virtual, hybrid & in-person events, and Muhammad has worked with me on building customer communities, so that birds-of-a-feather congregate together to help each other grow and get better. With this background, Muhammad and I discuss: - Why is commu...

Please join me for a great discussion with Chris Hennesey, Enterprise Finance Strategist for Amazon Web Services (AWS), and a former CFO. For context, Amazon Web Services provides a highly reliable, scalable, low-cost infrastructure platform in the cloud that powers hundreds of thousands of businesses in 190 countries around the world. Chris and I discuss: - Who is AWS, and what is your role, as F...

Please join me for an insightful discussion with Dennis Kayser, the CEO and Founder of Forecast.app. For context, Forecast centralizes project management, resourcing, and financial data into one easy-to-use, native AI-powered platform. With this background, Dennis and I discuss: - What do Professional Services teams need now? - How do SaaS firms best manage their professional services gross margin...

Please join me for Episode 2 of Season 5 of The Modern SaaS Finance Podcast. Joey Jegerajan, CFO of PwC UK, spoke with me on Compliance and the CFO: - What issues do CFOs have with Compliance? - What are the macro-trends evolving to solve them? - How does the CFO best partner with the executive team to leverage compliance and make it a net gain for the company? - What are tips to avoid when rollin...

Welcome to Season 5 of the Modern SaaS Finance Podcast. The podcast was created for CFOs, Controllers, FP&A, Revenue Operations, and other members of the finance community in fast growth SaaS companies. We discuss subscription and usage billing models, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  P...

Welcome to a new episode here in Season 4 of the Modern SaaS Finance Podcast hosted by ⁠⁠David Appel⁠⁠ , head of Software/SaaS at ⁠⁠Sage Intacct⁠⁠ . On today's episode, we are excited to have Kyle Freitas, Founder and CEO of The Operations Company . The Operations Company helps define process, enable people, optimize tools, visualize data, and ensure compliance. Kyle and I cover: - What does g...