Modern SaaS Finance with Sage
by 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
Episodes
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5 Things Every RevOps Pro Should Know About Finance, by Matt Volm, CEO of The RevOps Co-op
Matthew Volm has created an incredible community of revenue operations leader leaders called the RevOps Co-op. Listen to the best practices they have learned from their community on how to build your revenue operations tech stack.
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A PE Operating Partner Blueprint: How to build your FinOps Tech Stack
Hear from Kevin Mason and Austin Zoutis, finance operating partners, on what they advise their companies to do in managing the scale and efficiency of finance to best maximize cash flow and reporting and forecasting on the health of the company.
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The Power of SaaS Intelligence, by Chris Price
What are the measures you were using for your SaaS metrics? How much do they compared to industry standard, and what is really happening in the business? Chris Price, Director of the SaaS Vertical at Baker Tilly Digital, will share lessons learned and what's the best way to calculate and present...
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An Investor POV: How FP&A works with RevOps, by Chiraag Kapoor
How does RevOps best work with finance in building the forecast? Chiraag Kapoor, Principal at Radian Capital, shares the game plan that Radian gives its portfolio in having them have a comprehensive view of what success can look like.
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A Market Map of the Finance Tech Stack, by Mark Sue, Silicon Valley CFO
What should go into your Finance Tech Stack? Accomplished Silicon Valley CFO, Mark Sue, shares a comprehensive Market Map of the components of the SaaS Finance Tech Stack, including how to incorporate AI into your stack.
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The CFO Suite meets AI, by Seema Amble, Partner at Andreessen Horowitz
Andreessen Horowitz is one of the world’s best venture capital investors. Hear from their partner, Seema Amble, on how they see AI impacting the office of the CFO. She brings in mega trends, and companies already started to help with this.
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How to build and manage your billing and their KPIs, by Lisa Schulz
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.
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How to build big billing models, by Sunny Wu
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.
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CFO considerations when investing in GTM, by Christopher Fountain
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.
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How AI will impact Finance, by Walid Abu-Hadba
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.
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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.
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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...
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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…
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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...
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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…
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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? -...
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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,...
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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,...
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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…
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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…
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Chris Hennesey, Finance Strategist, AWS - Season 5, Episode 4
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...
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Dennis Kayser - Forecast.app - The Modern SaaS Finance Podcast - Season 5, Episode 3
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...
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Joey Jegerajan, CTO of PwC UK - Compliance and the CFO
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...
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Peter Dedes - CFO of BigTime Software - Discussion on Professional Services Automation
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…
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Kyle Freitas (CEO of The Operations Company) on The Modern SaaS Finance 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…
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Chris Fountain (Partner at Frontier Growth) on The Modern SaaS Finance Podcast
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...
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Paul Barnhurst (The FP&A Guy) on The Modern SaaS Finance Podcast
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...
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Jack McCullogh (President of The CFO Leadership Council) on The Modern SaaS Finance podcast
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...
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Richard Gott (Partner, Commercial Assurance at PwC) on the Modern SaaS Finance Podcast
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…
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You Mon Tsang (CEO of ChurnZero) on the Modern SaaS Finance Podcast
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...
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Joyce Mackenzie Liu (Modern CFO and Founder/CEO of Pegafund) on the Modern SaaS Finance Podcast
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…
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How Finance Prepares for IPO with PWC - #MSFA Learn on the GO Series
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...
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The Next Generation of SaaS Forecasting - #MSFA Learn on the GO Series
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...
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How to Cut the Close to Build a Faster, Better FP&A Package - #MSFA Learn on the GO Series
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...
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Crafting Your AR Strategy - #MSFA Learn on the GO Series
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...
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An Innovative Guide to Tactical AR - #MSFA Learn on the GO Series
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…
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Planning high ACV billing and revenue recognition models - #MSFA Learn on the GO Series
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...
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3 Steps to Build Your Revenue Recognition Strategy - #MSFA Learn on the GO Series
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…
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3 Frameworks to Help Track Success & Inform your Board as you scale- #MSFA Learn on the GO Series
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...
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How to Tell Your Story to Investors (In a Turbulent Market) - #MSFA Learn on the GO Series
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,...
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3 best practices for forecasting for fundraising - #MSFA Learn on the GO Series
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…
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How to hit the ground running in your first 90 days as a SaaS CFO - #MSFA Learn on the GO Series
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."...
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How to Build and Forecast a Usage-Billing Business - #MSFA Learn on the GO Series
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...
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5 Tips to Build Your Ideal Finance Tech Stack - #MSFA Learn on the GO Series
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...
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How to Build Your Team Through Your Company's Lifecycle - #MSFA Learn on the GO Series
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…
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The Hiring your Finance Team Playbook - #MSFA Learn on the GO Series
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…
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David Sheen ( CFO at Vestwell) on the Modern SaaS Finance Podcast
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…
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Bjoern Lasse Herrmann (VP, Sage AI) on the Modern SaaS Finance Podcast
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…
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Mark Sue (Chief Financial Officer) on the Modern SaaS Finance Podcast
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...
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Sidarth Kakkar (Co-Founder/CEO at Subscript) on the Modern SaaS Finance Podcast
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...
About this show
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
Hosted by
Sage
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