
Modern SaaS Finance with Sage
A podcast 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
Latest episodes

Jun 19, 2024 • 21min
From Growth at All Costs to Year of Efficient Growth, with Sam Jacobs, CEO of 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.

Jun 13, 2024 • 21min
CFO Compensation Insights from The F Suite - Kiran Lingham
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.

Jun 4, 2024 • 22min
The Future of AI in SaaS Finance - from The Modern SaaS Finance Forum
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.

May 30, 2024 • 21min
How to build and manage your billing and their KPIs - from The Modern SaaS Finance Forum
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.

May 28, 2024 • 21min
How CFOs can manage their Board of Directors - from The Modern SaaS Finance Forum
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?
- What is different between a PE-backed and a VC-backed Board?
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.

May 24, 2024 • 22min
How to make Integration a core part of your Tech Stack - from The Modern SaaS Finance Forum
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.

May 22, 2024 • 21min
How to develop the Golidlocks just-right budget - from The Modern SaaS Finance Forum
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 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.

May 8, 2024 • 15min
The SaaS CFO's Finance Tech Stack Survey results - 2024 - Season 5, Episode 7
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.

May 1, 2024 • 17min
David Furth, building your Integration Tech Layer - Season 5, Episode 6
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.

Apr 24, 2024 • 21min
Muhammad Younas on Community Building: Season 5, Episode 5
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.