Modern SaaS Finance with Sage

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.  

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 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 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 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.

Welcome back to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is Patrick Campbell, the Founder & CEO at ProfitWell by Paddle, the software for helping subscription companies with their monetization and retention strategies. Prior to ProfitWell, Patrick led Strategic Initiatives for Boston based Gemvara and was an Economist at Google and the US Intelligence community.

On this episode, Patrick talks about the mega-trends in payments and taxes and shares his learnings from the 37K+ users of Paddle (and ProfitWell) in the best ways of doing billing. 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. Today's episode features an expert in SaaS Finance, Valuation, Pricing and Metrics, Todd Gardner. Todd is the Founder and former CEO of SaaS Capital, and Managing Director of SaaS Advisors where he leverages decades of experience in SaaS to help entrepreneurs, CEOs, and investors maximize the value of their SaaS companies. On todays episode, he tells us more about the different types of start-up funding, good deal terms for raising debt, insights on how can CFOs preserve cash, what metrics  debt providers want to see and so much more. 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 another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us today is Rosalyn Santa Elena, Founder and Chief RevOps Officer at The RevOps Collective. Through the RevOps Collective, Rosalyn is on a mission to Elevate, Empower, and Enable Revenue Operations to be the strategic differentiator of every organization to optimize the end-to-end customer journey and power The Revenue Engine. On todays episode, Rosalyn tells us more about the RevOps Collective, where Revenue operations is heading, how RevOps teams can work with finance and also some advice on building the right metrics at the early stage. 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 Eyal Feldman, the CEO at Stampli, an Accounts Payable (AP) automation platform that brings together accounts payable communications, documentation, corporate cards, and payments all in one place, allowing AP to have full control and visibility over corporate spending.

On this episode, he tells us more about who Stampli is, what has changed in how to deploy Accounts Payable, things to do to better manage spend, tips on what to AVOID in rolling out A/P and what makes good approval workflow in how you set it up CULTURALLY. 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

Happy New Year! And welcome back 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 Doug Landis, Growth Partner at Emergence Capital (Emcap). In his role at Emcap, his charter is to create a platform to share go-to-market insights and strategies that will help our portfolio companies scale, grow, and ultimately become the next billion dollar SaaS company. Prior to this Doug spent 12+ years driving sales productivity & efficiency inside of the world’s top technology companies such as Box, Salesforce, and Google.

On todays episode, he shares some insight into the stories that are important for CEOs and CFOs to share with investors, the elements that make a great story and the metrics that investors want and expect to see. 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 today's episode, we are excited to have Craig Rosenberg, Chief Platform Officer at Scale Venture Partners. At Scale, Craig manages the Scale GTM Platform which leverages data and community to deliver the expertise SaaS companies require in their move from founder-led growth to becoming a repeatable high-growth GTM machine.

Craig shares on this episode the top 3 things Sales Leaders need to focus on right now, gives more insight on typical roadblocks and what can get in their way and shares the 3 key elements necessary in a successful sales model. 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

We hope everyone had an amazing thanksgiving celebration. Welcome back to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode is Dan Fletcher, the CFO at Planful, where they empower finance, accounting, and business users from all departments to plan confidently, close faster, and report accurately. Dan is also an investor and board member with experience in high-growth SaaS and PE and VC backed companies.

On this episode, Dan tells us more about Planful, shares insight on what FP&A leaders are focused on right now, tips on building the Forecast and more on what has changed in the economy with forecasting. 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 another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on todays episode, is Mike Melka, CFO at Pondurance. Mike is a highly committed, hands-on senior finance and operations executive with strong proficiency in value creation for high-growth private equity backed technology and services companies. Over the years in his career, he has helped build top-performing teams focused on accountability for results; develop and position early and mid-stage companies for successful exits.

On this episode, Mike shares some insight from his wealth of experience on what a CFO needs to focus on when moving from $5M to $10M ARR, what you need to build the right finance team, and the metrics that matter to investors. 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 this episode is Dave Kellogg, an advisor, independent director, angel investor, consultant and the author of Kellblog. He is also the Principal at Dave Kellogg Consulting with 10+ years experience at each of the CEO, CMO, and board levels across 10+ different companies ranging in size from $0 to over $1B in revenues.

Since 2021, Dave has also been an Executive in Residence at Balderton Capital, a leading European VC firm, providing strategic and operational advice to portfolio companies and help the firm with thought-leading content and deal support.

On this episode, Dave shares insights into what boards are concerned with now. He also talks about the Investor vs Operator Perspective on SaaS metrics, what CFOs can do to manage those two different groups and practical takeaways for folks to apply to their next board meeting. 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.

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 Prital Kadakia, Partner at Serent Capital.  Prital leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earnings impact.

On this episode, Prital tells us more about Serent Capital, what is considered a good investment for the organization, what data/metrics they ask portfolio CFOs to provide, why they are important and tips in order to produce 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.

Welcome to another 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 Mary D'Onofrio, Partner at Bessemer Venture Partners joining us. Mary tells us about Bessemer Venture Partners, learnings from the 2022 State of the Cloud: The Centaur Report where Bessemer Venture Partners unpacks the most important trends of the cloud economy, and explores the new milestone entrepreneurs need to value above all else—reaching Centaur status, or $100M in ARR—and the paths to get there. This episode is packed with great insights, key takeaways and implications for CFOs in SaaS. 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.

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us today is Daniëlle Keeven, VP of Finance at Paddle.com. On todays episode, Daniëlle tells us more about Paddle and the story, growth, intrigue, chaos and power of a successful model. She also shares deeper insight into what situational leadership looks like and how everyone can apply in their own lives. 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.

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Today's episode is special. We are LIVE at the Sage Intacct’s annual customer conference, Transform and just announced our SaaS Industry Customer of the Year, Springbuk. 

On this episode, James Norris, CFO at Springbuk joins David to share his team’s tremendous story of business, team, customer, investor, and personal success. He talks about the accomplishments they have been able to achieve over the years including; Reducing close time by 73%, to as few as five business days, scaling amid 4x growth in contract volume, reducing churn by 7% through automated renewals and upsells, extending revenue and cash forecasting out to 12+ months and so much more!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.

Welcome to the first episode of this new season on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us today is Stephen Diorio, Managing Director at The Revenue Enablement Institute, and a leading authority in go-to-market transformation, sales and marketing performance management, and revenue operations. Stephen has helped over 100 organizations to reengineer their revenue operations to accelerate growth and become more data-driven, digital, and accountable.

On todays episode, Stephen shares insights on revenue recognition, tips on how to connect firm value and financial performance, growth investments and so much more. Listen to the full episode for all the tips and actionable insights!

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.

Welcome to the final episode in our first season on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Todays episode features Milan Huzvar, CFO at Surglogs Inc., a software company that offers a full suite of automated regulatory compliance solutions for healthcare facilities. On this episode, Milan shares from his experience leading the finance team Surglogs Inc. since its post-seed venture round, insights on what the finance team needs to have in place in the early days. He talks about processes to support scaling, key value drivers and performance indicators, systems that can grow with you and how to use the systems to empower your team and the company. Listen to all of the great nuggets shared on this episode!

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.

Welcome to another episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. Joining us on this episode is Alison Todak, Director of Platform at Plymouth Growth. Alison is an experienced director and founder with a demonstrated history of working in with startups, technology, venture capital, higher ed, community engagement, government relations, and economic development. On this episode she talks about the "What and Why" of key metrics and insightful data portfolio CFOs should have and shares some tips on how to produce them. 

Are you a CFO of a growing B2B software/SaaS company? Plymouth Growth invests in B2B software and technology companies – with $3MM to $10MM in revenue, proven business models, and strong teams – that are ready to scale. 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.

Welcome to a new episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. On this episode we are excited to have Carolina Küng, the VP of Community at Bessemer Venture Partners joining us to share insights on the value portfolio executives derive from the Bessemer Venture Partners community, how CFOs can leverage it and so much more. Listen to the full episode for all the great insights!

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.

Welcome to another exciting episode on the Modern SaaS Finance Podcast hosted by David Appel, head of Software/SaaS at Sage Intacct. We are thrilled to have Matt White, CFO at CoreCard joining us today. On this episode, Matt gives insightful public CFO peer advice and tells us all about the challenges that led to them upgrading their ERP and accounting software and how it has helped them so far as a public company. Are you a SaaS finance leader struggling to achieve your business goals with your current finance tech stack to be SOX compliant and have a predictable forecast? Listen to the full episode for all the great insights!

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.

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 Robert Antoniades, Co-Founder and General Partner at Information Venture Partners. He has spent his career in numerous progressive roles in capital markets and the past 24 years leading investments in enterprise software and FinTech. On todays episode, Robert and David chat about Information Venture Partners, what they look for in an investment, key success factors in the evolution from Series A to Series B, what makes a good board meeting and so much more! You don't want to miss this episode, listen to the full episode for all the great insights!

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.