Modern SaaS Finance by David Appel

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.

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. 

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 your SaaS metrics to ensure they give an accurate representation of the business.

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.

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.

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. 

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.

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. 

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.

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.

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.

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.

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.

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.  

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.⁠

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 tactical AR strategies to achieve your financial objectives. In the ever-evolving landscape of finance, it's essential to periodically assess your AR processes to ensure they are optimized for efficiency and effectiveness. Join us as we discuss the key indicators and best practices for evaluating your current AR workflows. Learn how to identify bottlenecks, streamline operations, and enhance cash flow management. But that's not all. This episode is also your gateway to a treasure trove of AR tactics. We'll provide you with a comprehensive toolkit of strategies that can be tailored to meet your specific AR objectives. Whether you're aiming to reduce DSO (Days Sales Outstanding), minimize bad debt, or improve customer relationships, we've got you covered. If you're a finance professional seeking to revamp your AR operations or a business owner looking to boost cash flow, this episode offers actionable insights and a practical roadmap to optimize your AR department's performance. 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 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 billing and revenue recognition models. For SaaS businesses dealing with high Annual Contract Values (ACVs), strategic planning of billing and revenue recognition models is paramount. Listen to the full episode to discover the nuances of revenue recognition models for high ACV deals, including over time and point-in-time recognition methods and explore best practices for choosing the right method based on contract terms, delivery, and customer usage, ensuring accurate financial reporting. Whether you're a SaaS startup aiming for high growth or an established company adapting to changing markets, this episode offers invaluable insights to help you plan billing and revenue recognition strategies that align with your high ACV objectives. Listen to the full episode for all the great 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 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 Revenue Recognition Strategy. Navigating revenue recognition in the complex landscape of SaaS finance can sometimes be challenging. Join us as we break down three essential steps that will guide you in developing a robust revenue recognition strategy tailored to your SaaS business model. In this episode, you'll learn how to analyze your subscription offerings, pricing structures, and contract terms to determine the most suitable revenue recognition methods. We will explore key considerations such as recognizing revenue over time or at a point in time, and the implications of ASC 606 and IFRS 15 standards. Whether you're a SaaS startup building your financial foundation or a growing company refining your revenue recognition practices, this episode will help you discover how to integrate automation and technology into your strategy to ensure accuracy and compliance. Listen to the full episode for all the great 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 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 scaling SaaS businesses and explore the 3 Frameworks to Help Track Success & Inform Your Board. As your SaaS venture grows, tracking success and effectively communicating progress to your board become critical components of your strategy. Join us as we unravel the three essential frameworks that will guide you through this complex process, ensuring you're equipped to make informed decisions and keep your stakeholders engaged. In this episode, we guide you through the process of identifying and tracking metrics that truly matter, enabling you to gauge growth, customer retention, and profitability accurately. This approach will empower you to align your strategies with your vision and communicate effectively with your board. Whether you're a startup at the cusp of growth or a scaling SaaS company navigating complexities, this episode offers valuable insights and actionable strategies to effectively track success and keep your board engaged and supportive. Listen to the full episode and get ready to elevate your growth journey with confidence and clarity. 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 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, entrepreneurs and finance leaders: "How to Tell Your Story to Investors in a Turbulent Market." In today's rapidly changing market conditions, effectively communicating your company's story to potential investors is more important than ever. Join us as we share expert insights and practical tips on how to craft a compelling narrative that resonates with investors, even in uncertain times. Discover strategies for addressing potential concerns and uncertainties that investors may have in a turbulent market. From demonstrating your ability to adapt to changing conditions to showcasing your team's resilience, you'll gain valuable insights on building investor confidence and trust. Whether you're a startup seeking seed funding or an established SaaS company looking to secure additional capital, this episode offers actionable advice to help you stand out in a competitive fundraising landscape. Listen to the full episode to gain essential tips and proven techniques that will empower you to captivate investors with your story and secure the funding your SaaS venture deserves. Get ready to navigate the turbulence with confidence and present your company's vision and potential with clarity and conviction. 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 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 for Forecasting for Fundraising." As a SaaS company, fundraising is a pivotal moment in your journey towards growth and success. Effective forecasting plays a vital role in attracting investors and securing the necessary funds to fuel your expansion. In this episode, you'll learn how to create accurate financial projections that showcase your company's potential and align with your growth strategy. We guide you through the process of identifying key performance indicators, understanding market dynamics, and analyzing historical data to build a solid financial model. Whether you're preparing for a seed round or gearing up for a Series B, this episode offers invaluable insights that will set you apart in the fundraising landscape. Learn from a seasoned experts on how to fine-tune your forecasting techniques and maximize your chances of securing the funding your SaaS company deserves. Listen to the full episode to gain practical advice and proven strategies that will empower you to make compelling financial projections and propel your fundraising efforts to new heights. 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 AcademyThe 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 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." Starting a new role as a finance leader in the SaaS industry can be both exhilarating and challenging. The first 90 days are critical for setting the foundation of success and making a lasting impact. In this episode, David Appel shares invaluable insights and practical strategies to help you navigate this crucial period with confidence and effectiveness. Join us as we explore the essential steps to hit the ground running in your new role. We will guide you through creating a 90-day plan, understanding your organization's financial landscape, building relationships with key stakeholders, and identifying areas for improvement. Discover how to assess the current state of your finance function, establish clear goals, and prioritize initiatives that will drive growth and optimize operational efficiency. David shares tips on leveraging technology, automating processes, and implementing best practices to streamline financial operations and make an immediate impact. Listen to the full episode and get ready to thrive as a finance leader in the dynamic world of SaaS. 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 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 today's rapidly evolving business landscape, many companies are embracing usage-based billing models to drive revenue growth and offer flexible pricing options to their customers. However, successfully building and forecasting a usage-billing business comes with its own set of challenges and considerations. Join us as we explore best practices on how to navigate the intricacies of building and forecasting a usage-billing business. From understanding the complexities of metering and pricing models to leveraging data analytics for accurate forecasting, this episode uncovers practical insights to help you align your billing system with your business objectives, effectively communicate pricing to your customers, and optimize revenue generation. Listen now for strategies that will empower you to build a successful and profitable usage-billing business and get ready to unlock new revenue opportunities and enhance your customer relationships through effective billing and forecasting practices. 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 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 technology and explore the concept of building your ideal finance tech stack. As businesses continue to evolve and embrace the digital transformation, it has become increasingly crucial for finance teams to leverage technology to streamline their processes and drive efficiency. However, with an overwhelming number of options available, selecting the right tools for your organization can be a daunting task. On this episode, David is joined by Ben Murray - Founder, The SaaS CFO and Ray Rike - CEO, RevOps Squared. They discuss five valuable tips to help you build your ideal finance tech stack. By aligning your technology choices with the maturity level of your finance processes, you can ensure that your tech stack supports your unique business needs and helps you achieve optimal results. Whether you're a finance leader looking to optimize your current tech stack or a startup founder trying to establish robust financial operations from the ground up, this episode offers invaluable advice to help you make informed decisions and propel your finance function to new heights. Listen to the full episode and get ready to take your finance operations to the next level and unlock the true potential of your organization. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll and explore 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 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 Team Through Your Company's Lifecycle." As businesses evolve and go through different stages of growth, the needs of their teams change as well. From the early startup phase to scaling and beyond, understanding how to strategically build and manage your team is essential for success. Join David Appel and Jeff Epstein, Operating Partner from Bessemer Venture Partners and former CFO of Oracle as they share insights and expertise on navigating the intricacies of team-building throughout your company's lifecycle. In this episode, you'll gain valuable strategies and actionable tips on hiring, managing, and retaining talent at each stage. Discover how to effectively assess your team's needs, create hiring plans, and attract the right individuals to join your organization. Learn about the importance of building a strong company culture that aligns with your values and fuels employee engagement. Whether you're a founder looking to establish your initial team or a seasoned executive managing a rapidly expanding workforce, this episode is packed with practical advice to help you build and nurture a high-performing team throughout your company's lifecycle. Listen to the full episode and get ready to take your company to new heights with the right people by your side. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll and explore 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 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 Your Finance Team Playbook." Building a strong finance team is crucial for the success of any organization. However, navigating the hiring process can sometimes be complex and challenging. Joining us on this episode is Alamin Mollick, VP Finance, Posh. David and Alamin deep dive into the hiring playbook and share valuable insights and practical strategies to help you attract, assess, and select top finance talent. Whether you're a finance leader seeking to expand your team or a startup founder looking to build a finance department from scratch, this episode is a must-listen. Gain the knowledge and tools you need to assemble a high-performing finance team that will drive your organization's growth and success. Listen to the full episode and get ready to recruit and retain top finance talent that will propel your organization forward. Please NOTE: These episodes are not CPE credit eligible. Join us on the academy to enroll and explore 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 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 clients a retirement plan without taking on the risk and costs typically associated with creating one.  On this episode, David shares some insight into what has changed in managing uncertainty for finance leaders, he explores what makes building a fintech solution unique and how he partners with P/L leaders in attaining profitable growth. This is one episode you do not want to miss! Listen to the full episode for all the great insights shared. 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 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 some insight into how AI will affect Finance and some best practices on how CFOs should explain the positive impacts of AI to their teams. He also talks about the areas in AI that Sage focuses on and why. Listen to the full episode for all the great insights shared! 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 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 are asking for, how to manage your board, how to navigate economy uncertainties and how CFOs can give clarity of purpose to their teams right now. Listen to the full episode for all the great insights shared! 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 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 recurring revenue to get the data they need and wish they had. On this episode, Sidarth shares insights into why it is important for everyone on the leadership team - from CFOs to CROs to CEOs - to understand their SaaS metrics and how it strategically benefits the company. He also shares concrete challenges companies experience in tracking and analyzing their SaaS metrics and how to solve them. Listen to the full episode for all the great insights shared! 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 hosted by David Appel, head of Software/SaaS at Sage Intacct. Todays guest is Michael Brown, General Partner at Bowery Capital and experienced investor with a demonstrated history in the venture capital industry. On this episode, Michael shares insight into what has changed in fund-raising, how companies should preserve cash, how they should double-down on growth and the important metrics to use in guiding each of these. Listen to the full episode for all the great insights shared! 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. About Bowery Capital Bowery Capital is an early-stage venture capital investor focused exclusively on founders looking to modernize business through technology. As more and more internet natives drive purchasing decisions, Bowery Capital believes that roughly $468B will change hands over the next 10 years as old products are replaced with new. In addition, the firm believes that the key ingredient to early success is revenue and customer growth, and as such provides various products and services through their Acceleration Team that portfolio companies can leverage to develop a strong early base. This combination of a focused thesis and support system are the cornerstones of Bowery Capital's investment approach.