Modern SaaS Finance with Sage

Welcome to a new episode in Season 4 of the Modern SaaS Finance Podcast hosted by ⁠⁠David Appel⁠⁠ , head of the Software/SaaS at ⁠⁠Sage Intacct⁠⁠ . On today's episode, we are excited to have Chris Fountain, Operating Partner at Frontier Growth . Frontier Growth supports the growth of software companies in the lower middle market by deploying both investment capital and operational expertise. C...

Welcome to a new episode here is 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 Paul Barnhurst, Founder of The FP&A Guy . The FP&A Guy is a passionate teacher and creator of FP&A content, who loves helping FP&A professionals become better creators of value. Paul and I dis...

Welcome to a new episode on 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 Jack McCullough, President of The CFO Leadership Council .  The CFO Leadership Council has become the premier member organization for senior financial executives, with a global membership of approximately 2000 members across...

Welcome to a new season of the Modern SaaS Finance Podcast hosted by ⁠David Appel⁠ , head of Software/SaaS at ⁠Sage Intacct⁠ . This is our third episode of Season 4, we are excited to have Richard Gott, Partner, Commercial Assurance at PwC ⁠ . At PwC, Richard is an experienced commercial director, with strengths in technology supplier management, complex deal shaping, alliance formation, teaming,...

Welcome to a new episode on 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 You Mon Tsang, Founder and CEO of ChurnZero , joining us. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. You Mon shares his insights on several topics: - Why i...

Welcome to a new episode on 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 Joyce Mackenzie Liu, Founder and CEO of Pegafund. Pegafund provides fractional CFO services and leadership upskilling to high growth SaaS businesses with a focus on strategy, planning, and reporting.  She brings an amaz...

Welcome to a new episode on the Modern SaaS Finance Podcast. This is the final episode of our Learn on the GO series from the recently launched  ⁠⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠⁠ .  Going public through an IPO is a significant milestone, and meticulous preparation is the key to a successful transition. We'll break down the crucial steps and strategies that finance teams and organizatio...

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 14 of our Learn on the GO series from the recently launched  ⁠⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠⁠ .  SaaS forecasting is undergoing a profound transformation, driven by technological advancements, evolving business models, and changing market dynamics. In this episode, we'll unravel the cutting-edge strategies, b...

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 13 of our Learn on the GO series from the recently launched  ⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠ .  In this episode, we're excited to discuss "How to Cut the Close to Build a Faster, Better FP&A Package." Efficiency is the name of the game in modern finance, and FP&A is no exception. In today&#39...

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 11 of our Learn on the GO series from the recently launched  ⁠⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠⁠ . On this episode, we embark on a journey to equip you with the knowledge and insights needed to take your Accounts Receivable (AR) strategy to new heights. Accounts Receivable isn't just a financial function; it's...

Welcome to a new episode on the Modern SaaS Finance Podcast. This is episode 10 of our Learn on the GO series from the recently launched  ⁠⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠⁠ .  Today, we're delving deep into the crucial topic of evaluating existing AR processes and exploring a collection of tactical AR strategies to achieve your financial objectives. In the ever-evolving landscape of finance...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by  ⁠⁠⁠⁠David Appel⁠⁠⁠⁠ , head of Software/SaaS at  ⁠⁠⁠⁠Sage Intacct⁠⁠⁠⁠ . This is episode 9 of our Learn on the GO series from the recently launched  ⁠⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠⁠ . Todays episode is on the Planning high ACV billing and revenue recognition models. For SaaS businesses dealing with high Annual Contract Values...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by  ⁠⁠⁠David Appel⁠⁠⁠ , head of Software/SaaS at  ⁠⁠⁠Sage Intacct⁠⁠⁠ . This is episode 9 of our Learn on the GO series from the recently launched  ⁠⁠⁠Modern SaaS Finance Academy⁠⁠⁠ . Todays episode is on the 3 Steps to Build Your Revenue Recognition Strategy. Navigating revenue recognition in the complex landscape of SaaS finance c...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by  ⁠⁠David Appel⁠⁠ , head of Software/SaaS at  ⁠⁠Sage Intacct⁠⁠ . This is episode 8 of our Learn on the GO series from the recently launched  ⁠⁠Modern SaaS Finance Academy⁠⁠ . In today's episode, we delve into the dynamic world of scaling SaaS businesses and explore the 3 Frameworks to Help Track Success & Inform Your Boar...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by ⁠David Appel⁠ , head of Software/SaaS at  ⁠Sage Intacct⁠ . This is episode 7 of our Learn on the GO series from the recently launched  ⁠Modern SaaS Finance Academy⁠ . In this episode, we explore a critical topic for SaaS founders, entrepreneurs and finance leaders: "How to Tell Your Story to Investors in a Turbulent Market....

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at  Sage Intacct . This is episode 6 of our Learn on the GO series from the recently launched  Modern SaaS Finance Academy . In this episode, we delve into the crucial topic of "3 Best Practices for Forecasting for Fundraising." As a SaaS company, fundraising is a pivotal moment in y...

Welcome to a new episode of the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage . This is episode 5 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy : "How to Hit the Ground Running in Your First 90 Days as a SaaS Finance Leader." Starting a new role as a finance leader in the SaaS industry can be both exhilarating and...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage . This is episode 4 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy. This episode is on "How to Build and Forecast a Usage-Billing Business." In today's rapidly evolving business landscape, many companies are embracing usage-based bill...

Welcome to another episode on the Modern SaaS Finance Podcast hosted by ⁠⁠David Appel⁠⁠ , head of Software/SaaS at ⁠⁠Sage Intacct.⁠⁠ This is episode 3 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy. In today's episode, we dive deep into the world of finance technology and explore the concept of building your ideal finance tech stack. As businesses continue...

Welcome to another episode on the Modern SaaS Finance Podcast hosted by ⁠David Appel⁠ , head of Software/SaaS at ⁠Sage Intacct.⁠ This is episode 2 of our Learn on the GO series from the recently launched Modern SaaS Finance Academy . In today's episode, we explore the topic - "How to Build Your Team Through Your Company's Lifecycle." As businesses evolve and go through different...

Welcome to a new season and a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at Sage Intacct. This is the 1st episode of our Learn on the GO series from the recently launched Modern SaaS Finance Academy. In today's episode, we delve into "The Hiring Your Finance Team Playbook." Building a strong finance team is crucial for the success of...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at  Sage Intacct . Joining us on todays episode is David Sheen , Chief Financial Officer at Vestwell , a turnkey solution for financial advisers that provides them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. ...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at  Sage Intacct . On todays episode, we have joining us, Bjoern Lasse Herrmann , VP of Sage AI, where he is leading a team to transform Sage into an AI enabled technology business. He shares some insight into how AI will affect Finance and some best practices on how CFOs should explain the po...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at  Sage Intacct . Joining us today is Mark Sue , an industry leading CFO on a discussion about market trends. He shares his perspective on what CFOs need to focus upon right now, what investors are asking for, how to manage your board, how to navigate economy uncertainties and how CFOs can gi...

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel , head of Software/SaaS at  Sage Intacct . Joining us on todays episode is Sidarth Kakkar , Co-Founder/CEO at Subscript . Subscript is the first subscription intelligence platform that makes it easier for companies with recurring revenue to get the data they need and wish they had. On this episode, Sidarth shares ins...