September

June 15th, 2021

NO TRAVEL NEEDED

NO TRAVEL NEEDED

GUEST EXPERTS

BREAKOUT SESSIONS

LEARN & NETWORK

LEARN & NETWORK

About the Modern Finance Leaders Forum

Join fellow SaaS finance leaders, including industry experts from Bessemer Venture Partners, The SaaS CFO, and the KeyBanc Annual SaaS Survey, in this exclusive event to participate in virtual discussions on a modern-tech approach for managing cash, revenue recognition, reporting, and SaaS metrics in the most scalable and efficient way to position your SaaS company for success. You don’t even have to leave your home or office!

Agenda

June 15th, 2021

9:00am - 9:45am PT

What is the New Ideal Tech Stack for Finance?

Creating a frictionless customer experience and producing the reporting to guide decisions and investors are the holy grail for the finance teams at fast-growth SaaS companies. But what is the right finance stack to put in to create this environment? Join Ben Murray, The SaaS CFO, and Andrew Dailey, Managing Director at MGI Research, to learn:

  • What should be on your checklist for creating YOUR stack?
  • How do you plan for your billing and revenue scenario?
  • How does the technology and process fit together to produce the reporting and forecasting, so you don't have to rely on spreadsheets.
Ben Murray
TheSaasCFO.com

Andrew Dailey
Managing Director, MGI Research

9:45am - 10:30am PT

3 Tips for Building Your Revenue Recognition with Tony Sondhi

For SaaS controllers, it’s overwhelming to understand how to plan for, document, and implement the needed changes of ASC 606 revenue recognition while also keeping up with a growing business. The good news is that compliance with ASC 606 also creates an opportunity to put strategic performance obligations in place across key processes in billing and delivering value to your customers. Attend this session to learn three best practices on how to build your revenue recognition scenarios. Hear from renowned revenue recognition expert, Tony Sondhi, a member of the FASB Task Force for ASC 606, and learn from one of your peers, Ashmi Shah, SVP Finance at Talix, who has successfully implemented ASC 606.

  • Everything in reporting revolves around timing, amount, and uncertainty. How you apply the standard to those 3 factors?
  • What IS a Performance Obligation?
  • What IS a DISTINCT Performance Obligation? And how is it different in a recurring revenue model?
Tony Sondhi
Member, AICPA EITF for ASC 606

Ashmi Shah
CFO, Talix

10:30am - 11:15am PT

Benchmark Your SaaS Metrics with the COVID-Updated KeyBanc SaaS Survey

What are the right benchmarks for your SaaS fundraising? Adam Noily, Managing Director of KeyBanc Capital Market’s SaaS practice, will dive into the data from their most recent SaaS Metrics Survey. KeyBanc has had the largest number of SaaS IPOs since 2011 and based on that experience, will share:

  • How to Choose the Metrics that Measure your MUD (Meaningful Underlying Business Dynamics)
  • How to Benchmark Yourself Against a Disrupted 2020
  • How to Strategically Communicate your Story to Investors
Adam Noily
Managing Director, KeyBanc Capital Markets

 11:15am - 12:00pm PT

BREAK

 12:00pm - 1:00pm PT

Exhibit Hall and Sponsor Roundtables

1:00pm - 1:45pm PT

The Bessemer Venture Partners State of the Cloud for Finance

The demand for cloud and the demands of cloud computing continue to surge in the post-pandemic world. In this session, Mary D’Onofrio and Janelle Teng of Bessemer Venture Partners will discuss the 2021 State of the Cloud study, focusing on implications for the finance leaders at fast-growth SaaS firms.

  • What are the macro-trends driving growth in the Private Cloud market?
  • What are the top three business models being invested in now?
  • What are the 6 Cs of SaaS Finance, tuned for a post-COVID world?
Mary D'Onofrio
Partner, Bessemer Venture Partners

Janelle Teng
Investor, Bessemer Venture Partners

1:45pm - 2:30pm PT

Pro Tips on Financial Reporting

Nirvana for leading top SaaS finance teams is creating fast, insightful, and detailed financial reporting and forecasting that helps the executive team and board make timely, data-driven decisions to scale and win market share. Join Tracy Shyu Foley, Controller at Salary.com, Vicki De Roeck, Assistant Controller at Enfusion, and Elliot Goldman, Finance Director at RapidRatings, for in-depth, straight-from-the-trenches insight covering:

  • How to build the Close Checklist
  • Where time savings really comes from
  • The power of dimensions, and visuals, in your reporting
Elliot Goldman
Director of Finance, RapidRatings

Vicki De Roeck
Assistant Controller, Enfusion Systems

Tracy Shyu Foley
Controller, Salary.com

2:30pm - 4:00pm PT

Networking Cocktail Hour

Featuring Mixologists from Snake Oil Cocktail Company

Sponsors

Frequently Asked Questions

This event is complimentary.
This is a virtual event.
Yes, they will be available for on-demand viewing.
Software and SaaS CFOs, Controllers, RevOps, Revenue Teams, Fast Growth Finance Teams
Yes, chat (Q&A) will be available during the sessions.
Yes, live discussions with our sponsors will be available via Zoom links during the networking break. You will also have the ability to chat with the sponsors in their booths in the exhibit hall.
Yes, Sage Intacct representatives will be available in our booth in the exhibit hall throughout the event.
Shaker, cocktail glass, ice and ingredients for the following recipe:
Spring Smash Cocktail
1.5oz of your favorite Spirit (works well with vodka, rye, bourbon or tequila or as a mocktail (substitute sparkling mineral water))
1oz Strawberry Syrup (strawberry flavored simple syrup)
1 Chamomile Mint Teabag
1oz Lemon Juice
Sparkling Mineral Water

Combine strawberry syrup with your chosen spirit in a mixing tin. Add chamomile mint teabag and steep for a few minutes. Add lemon juice and shake with ice. Strain over fresh ice in a double old fashioned glass. Add a splash of sparkling mineral water if preferred and lightly stir. Garnish with a citrus wheel.