Modern SaaS Finance with Sage

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.

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 at http://SageSaaS.vFairs.com This virtual event brings together 2,000+ peer SaaS finance leaders, investors, and industry experts with 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. You can register to listen to one, some, or all of the thirty 20-minute sessions at http://SageSaaS.vFairs.com The Modern SaaS Finance Podcast is 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. Thank you for joining us, and please subscribe to our weekly podcast.

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, and industry experts with 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. You can register to listen to one, some, or all of the thirty 20-minute sessions at http://SageSaaS.vFairs.com The Modern SaaS Finance Podcast is 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. Thank you for joining us, and please subscribe to our weekly podcast.

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 June 5, 2024 at http://SageSaaS.vFairs.com This virtual event brings together 2,000+ peer SaaS finance leaders, investors, and industry experts with 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. You can register to listen to one, some, or all of the thirty 20-minute sessions at http://SageSaaS.vFairs.com The Modern SaaS Finance Podcast is 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. Thank you for joining us, and please subscribe to our weekly podcast.

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 discuss: • Who is The SaaS CFO? • What is your SaaS CFO Tech Stack Survey in 2024? • What are the categories? • What did you learn from this year’s survey? • How do the pieces come together to build one great tech stack? • Where are folks applying AI in the finance tech stack? The Modern SaaS Finance Podcast is 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. Thank you for joining us, and please subscribe to our weekly podcast.

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 integrations? • What are tips on how to plan and execute integrations? • What are mistakes to avoid when rolling out integrations? The Modern SaaS Finance Podcast is 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.  Thank you for joining us, and please subscribe to our weekly podcast.

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 community building so important in building a durable company? - How can CFOs quantify the value of a community to justify the investment? - What works best for virtual events? - And for in-person events? - What are the best ways to build a community? - What are tips on what to avoid? The Modern SaaS Finance Podcast is 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.  Thank you for joining us, and please subscribe to our weekly podcast.

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 Finance Strategist? - How should CFOs budget for infrastructure? - What are tips for managing and forecasting spend? - What are gotchas to avoid in investing in Ops infrastructure? The Modern SaaS Finance Podcast is 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.  Thank you for joining us, and please subscribe to our weekly podcast.

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? - What are best practices in rolling out automation for the professional services team? - What are tips on mistakes to avoid? The Modern SaaS Finance Podcast is 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.  Thank you for joining us, and please subscribe to our weekly podcast.

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 great RevOps look like? - What is important to have in the RevOps technology platform? - How can RevOps best partner with the CFO? - What metrics are important to track against? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠join us for FREE today!⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  

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. Chris shares some great insights about Private Equity, that are useful to CFOs: - What are you looking for in investments? - What can founders do to quickly earn your trust? - What is a story of a recent Frontier Growth investment, and what made it compelling? - What has changed in the investor/CEO relationship based on recent market dynamics? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠join us for FREE today!⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  

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 discuss some questions key to building FP&A plans: - How are folks modeling for uncertainty today? - How can FP&A partner with the P/L leaders to model together? - What are tips for Do's and Don'ts in building your FP&A team? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, join us for FREE today! About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  

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 six continents which creates 300 programs per year. Jack shares insights he has learned across the community and his career: - Who is The CFO Leadership Council? - What are CFOs concerned with right now? - Talent & Technology - Gen-Z mentorship - Building their finance tech stack - Honing two skills: the long-term digital vision for automation, and Empathy for helping the team manage change For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, join us for FREE today! About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  

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, contract and commercial assurance and deal execution, with a specific focus on Compliance. Richard and I cover several questions, with immediate takeaways you can apply: - What are the challenges around handling Compliance, by stage of growth? - What advice do you give finance teams on planning Compliance? - How have you automated helping companies put in proper controls? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, click here to request access. Explore more SaaS finance tips and best practices here. To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, join us for FREE today! About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  

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 is Customer Success increasing in importance? - How is it different in a recurring revenue model? - What are the top 3 things a $10M ARR CFO should do in building Customer Success? - What are 3 pitfalls they should avoid? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc.   To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, join us for FREE today!   About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.  

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 amazing background as a strategic and operational CFO in the EMEA market, and we cover: - What are SaaS CFOs thinking about right now? - How can they empower themselves to act, despite uncertainty? - What are some key industry secrets that she has learned that our listeners can immediately apply in their planning right now? - How can they build an Operational Scorecard to evolve their planning? For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc.   To learn more about best practices, tips and more, join us on the Modern SaaS Finance Academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, join us for FREE today!   About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.

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 organizations need to consider as they embark on this remarkable journey. Join us as we discuss financial reporting and compliance requirements, strategic decision-making, and the role of accurate and transparent financial statements. We'll explore how finance professionals collaborate with legal and regulatory experts to ensure that the IPO process aligns with legal and industry standards. Whether you're a finance professional involved in IPO preparations or simply curious about the journey companies undertake when going public, this episode offers a comprehensive view of how finance prepares for an IPO. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠⁠

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, best practices, and insights that are shaping the future of forecasting in the SaaS industry. Join us as we discuss the intricacies of creating accurate and actionable financial forecasts, exploring best practices that encompass data analytics, scenario planning, and leveraging historical trends. You'll gain insights into how to make your forecasts more agile and adaptable to changing market conditions. Effective forecasting isn't just about numbers; it's about aligning with business strategies and making informed decisions. We'll share tips on how to foster collaboration among different key stakeholders and ensure that forecasts are not isolated figures but integral components of your strategic vision. Listen to the full episode for all the insights shared. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠⁠

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's fast-paced business environment, speed and accuracy in financial reporting are paramount. Join us as we explore practical strategies and techniques to streamline your financial close process and craft a more efficient and impactful FP&A package. From leveraging automation and technology to enhance data accuracy and reduce errors to implementing best practices in reporting and analysis, this episode is your comprehensive guide to elevating your FP&A game. Whether you're a finance professional looking to optimize your FP&A processes or a business leader seeking to make faster and more informed financial decisions, this episode offers actionable insights that will help you cut the close and build a more efficient, data-driven, and impactful FP&A package. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠

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 a crucial driver of your organization's cash flow and overall financial health. In this episode, we'll delve into the intricacies of AR strategy, helping you gain a deeper understanding of its significance and impact on your business. No matter your role, whether you're a finance professional seeking to optimize AR processes or a business owner looking to bolster your cash flow, this episode offers valuable insights and a clear path to crafting an AR strategy that drives success. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll in our full course line up and learning path options that offer globally recognized badges, CPE credits and so much more! If you are yet to enroll on the academy, ⁠⁠⁠⁠⁠join us for FREE today!⁠⁠⁠⁠⁠ About the Modern SaaS Finance Academy The Modern SaaS Finance Academy is an always-on, free curated learning experience designed to educate SaaS finance leaders and experts on subscription and usage billing models, accounting, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO.   For more episodes on the Modern SaaS Finance, subscribe to our podcast channel on any major streaming platforms including Spotify, Apple Podcast, Google Podcast, Amazon Music, Audible, etc. If you are a SaaS finance leader or expert and will like to join our Modern SaaS Finance community, ⁠⁠⁠⁠⁠click here to request access.⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Explore more SaaS finance tips and best practices here.⁠