Modern SaaS Finance with Sage

Matt Volm, CEO of RevOps Co-op, and Jeff Ignacio from Regrow dive into essential insights for revenue operations pros. They discuss the crucial synergy between revenue operations and corporate finance, emphasizing collaboration for strategic growth. The duo highlights the complexities of the revenue operations funnel, stressing the importance of lead efficiency metrics. They also explore mastering sales metrics, team dynamics, and the management of revenue operations for businesses focused on recurring income, all aimed at driving engagement and minimizing churn.

Join finance experts Kevin Mason and Austin Zoutis as they share their insights into optimizing financial operations for growth. Kevin, an operating partner at Excel KKR, dives into finance automation and effective cash flow management. Austin emphasizes the importance of aligning IT systems to enhance operational efficiency. They discuss strategic financial automation, urging companies to transition from manual to automated solutions. The conversation wraps up with a focus on ongoing education and understanding investor expectations in finance.

Chris Price, Director of the SaaS Vertical at Baker Tilly Digital, dives into the world of SaaS metrics and finance insights. He highlights the critical shift from traditional spreadsheets to automated dashboards for enhanced business tracking. Chris discusses how SaaS intelligence can streamline revenue management, providing comprehensive insights into upsells and renewals. He also emphasizes the importance of data contextualization in understanding customer behavior, ultimately leading to better decision-making and strategic planning.

Chiraag Kapoor, Principal at Radian Capital, reveals how financial planning and analysis (FP&A) can harmonize with revenue operations (RevOps). He discusses the importance of integrated data for enhancing customer journeys and improving business performance. Kapoor emphasizes building a unified narrative through aligned metrics and collaboration between teams to boost growth. He also highlights the distinct role of RevOps in finance strategy, advocating for data-driven leadership to optimize revenue processes.

Mark Sue, an accomplished Silicon Valley CFO with a wealth of experience in SaaS and marketplace companies, breaks down the intricacies of a modern finance tech stack. He emphasizes thoughtful planning for software migration and the importance of integrating AI tools into financial practices. Sue also discusses essential software solutions for accounting like Sage Intacct, as well as tools for financial reporting and revenue analytics. His insights illuminate how businesses can navigate the finance tech landscape effectively to drive growth.

Seema Amble, a Partner at Andreessen Horowitz, specializes in early-stage B2B investments and modern CFO strategies. In this engaging discussion, she reveals how AI is revolutionizing the CFO suite, shifting from traditional tools to advanced solutions. Seema explains the impact of large language models on financial efficiency and the necessity of human oversight. She also highlights the challenges of adopting new software in finance teams and emphasizes how strategic AI integration can enhance cash flow forecasting and overall team collaboration.

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.