Modern SaaS Finance with Sage

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.

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 rolling out Compliance? 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 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.  Peter Dedes, CFO of BigTime Software, joins us. BigTime is the access-anywhere operating system behind the greatest consulting firms on the planet. Peter and I discuss: - What issues do project managers have today? - What are the macro-trends evolving to solve them? - How does the CFO best partner with the Head of Professional Services? - What are tips to 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. 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 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.