How to Reduce Healthcare Costs: AI-Powered Health Benefits

Did you know that improving employee healthcare accessibility can significantly impact your bottom line?

Tune in to this exclusive interview with Guy Benjamin, Co-Founder and CEO of Healthee, as he outlines how modern Finance executives are using AI to lower healthcare costs and improve employee satisfaction.

Key Takeaways:

1. Healthcare costs are increasing: Employers need to proactively find ways to lower costs while still providing excellent employee care.

2. AI-driven telehealth solutions can further reduce out-of-pocket expenses and claims.

3. Importance of accessibility: A positive employee experience, including accessible healthcare, can lead to higher retention and satisfaction rates.

4. Streamlined benefits selection: How an easy-to-understand and accessible platform benefits both employees and employers.

Plus, Guy and the Healthee team will be presenting at the upcoming Ascent San Francisco Summit (May 23-24). This is a complimentary event for senior-level finance executives. Register here.

Speakers

Guy Benjamin
CEO and Co-Founder
Healthee

×

Guy Benjamin

CEO and Co-Founder Healthee

Guy Benjamin is an accomplished speaker and entrepreneur with a unique background that combines military, academic, and business experience. Born and raised in Israel, Guy spent 12 years as an F16 Fighter Pilot in the Israeli Air Force and earned a BA in Information Technologies and Physics from Ben Gurion University. After leaving the Air Force, Guy graduated from Yale School of Management and worked as an Associate Partner at McKinsey & Co., where he focused on Digital and Analytics. Guy's passion for transforming the healthcare experience led him to co-found Healthee, a company that empowers people to take control of their health benefits and live healthier lives.

Use Your Subscription Billing To Scale During Market Uncertainty

After more than a decade of explosive growth, SaaS companies are now faced with a slowing business environment with increased competition. In a downturn, priorities shift. Buyers start getting cautious. They stop purchasing new software and reevaluate their current spending, including cutting projects, reducing team budgets, and layoffs.

What can you do in this environment? The right subscription billing strategies can be a powerful weapon to retain customers and to conquer marketshare on a global scale.

We are hosting a panel of SaaS Finance, Billing, and RevOps experts this month. They will share their strategies and tactics on how they use their subscription models to mitigate churn in the short term, differentiate their model, and improve growth in the long term.

During this webinar, we will explore:
• What’s the best way to drive retention and NDR in 2023?
• How do you choose your model to drive most revenue, while still delivering value?
• How to successfully roll-out hybrid billing building.
• Real world stories of what to do and what to avoid.

Speakers

David Appel
Head of Software & SaaS Vertical
Sage

×

David Appel

Head of Software & SaaS Vertical Sage

David Appel is Worldwide Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time as a Sales and GTM leader, his organizations have earned the business of >2,000 SaaS and Software companies, growing at 40%+/year. He previously ran Direct Sales at Bill.com, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.

Brandy Johnson
Controller
Corporate Visions

×

Brandy Johnson

Controller Corporate Visions

Modernizing Expense Management: How to Save Time and Money

TripActions gathered responses from more than 2,000 finance and accounting leaders and uncovered this year’s challenges and priorities for those handling the world of expense management.

The survey identified the following three challenges: controlling budgets and ongoing expenses, reducing process inefficiencies and time to close the books, and improving the visibility of spend across the company.

You’ll learn:

– How finance teams can adopt modern technology for better budgeting, increased compliance, and improved visibility

– Ways to cut wasteful spend and maximize with every dollar

– Why tracking spend in real time so crucial for CFOs and finance leaders today

Speakers

Galen Grady
Director of Financial Operations and Support
TripActions

×

Galen Grady

Director of Financial Operations and Support TripActions

Doug Pullman
Vice President of Demand Generation
TripActions

×

Doug Pullman

Vice President of Demand Generation TripActions

Memo to the CFO: A New Approach to Cost Savings

Inflation is top of mind for many right now and it’s a world many CFOs have not yet operated in. In this environment, businesses need to drive operational efficiencies, lower costs, and boost revenues.

How do finance leaders create an inflation action plan to manage costs and maintain the value of their business?

Join TripActions and Panzura CSO Judy Kopa for a discussion on driving cost savings and boosting employee productivity. You’ll learn:

• How to think about profitability vs. growth in today’s economy

• Ways to cut wasteful spend and be more efficient with every dollar

• How to use data to drive savings and plan for the future ahead

Speakers

Thomas Long
Senior Product Marketing Manager
TripActions

×

Thomas Long

Senior Product Marketing Manager TripActions

Thomas has been at TripActions for 3 years and is currently a Senior Product Marketing Manager for TripActions Liquid. Prior to TripActions Liquid, he worked at Andreessen Horowitz on growth stage investment opportunities and corporate development for portfolio companies. Thomas earned his degrees in finance and economics with honors from the University of Georgia.

Judy Kopa
CFO/CSO/Board Advisor
Panzura

×

Judy Kopa

CFO/CSO/Board Advisor Panzura

As the Chief Strategy Officer and Chief Financial Officer, Judy serves as a key member of the executive team and an active participant in all operational, financial, business development, IT, sales, procurement, and marketing activities of the organization. In the last decade, she has formalized and led company and business unit strategic planning processes for two public technology companies with revenues up to $50B and three smaller, private companies with revenues approaching $30M each. Judy has been the driving force behind initiatives to deliver organizational change, forge new working relationships and synergies across organizations, and establish greater transparency and accountability for the teams charged with carrying out those strategies. As a CSO/CFO, financial planning VP, and controller at global enterprises -- Cisco and SAP as well as at midsize startups –Kudelski/OpenTV, Panzura, Gigster, Judy leverages her deep financial and operational expertise to provide insight about the business while also thinking creatively about opportunities to further grow revenue and expand market share. As a result, these companies and business units delivered sustainable revenue growth and significantly increased their enterprise values.

SaaS Spend Management for the Modern CFO

According to studies by Gartner, SaaS expenditure is expected to grow by 25% year-on-year for the next 4 years. What’s more, the modern hyper-growth company on average uses over 60 stakeholders to buy and renew 150 different SaaS tools, with multiple department heads acting as decision-makers in the procurement process. This makes the act of managing a growing SaaS expense within a budget a balancing act that requires the precision of a tightrope walk.

From monitoring SaaS spending, and eliminating unused licenses and shadow IT, to effectively managing contracts and compliance processes across various providers, there’s a lot to be done.
Join Siddharth Sridharan, co-founder and CEO, Spendflo, and Chris Ortega, CEO, Fresh FP&A as they dive deep into the challenges that come with purchasing SaaS tools today and share actionable insights on how modern CFOs can keep track of their growing SaaS sprawl.

Speakers

Siddharth Sridharan
Co-Founder & CEO
SpendFlo

×

Siddharth Sridharan

Co-Founder & CEO SpendFlo

Siddharth is the Co-founder and CEO of Spendflo. A master negotiator, he is best known for creating hyper-growth through smart procurements and SaaS negotiations for BizOps teams at companies like Volta charging and Axis Capital. Siddharth is passionate about supporting modern finance leaders to leverage the SaaS opportunity as a growth driver.

Chris Ortega
CEO
Fresh FP&A

×

Chris Ortega

CEO Fresh FP&A

Chris Ortega is a recognized FP&A authority and influencer with over a decade of experience in finance, accounting, financial planning & analysis (FP&A), strategic planning, and financial leadership. He comes with a long track record of successfully operating with multinational and international matrix organizations. Today, he serves as the CEO of Fresh FP&A - a consultancy focused on finance transformation & scale solutions for businesses.

Strategies for Success: Overcoming Challenges Affecting SMB Companies Around Indirect Taxation

As the world continues to recover from the global pandemic, increased complexity around indirect taxation poses greater challenges than ever for small and medium-sized businesses.

Greater audit scrutiny from tax authorities, rapidly changing commerce regulations, and the growing need for digital transformation have combined to create a new landscape of compliance hurdles for busy tax professionals.

Join our interactive virtual chat with leading industry experts from Vertex and BDO where you will learn:

– Common tax challenges and pitfalls facing SMB/MM businesses
– Importance of tax having a prominent seat at the digital transformation table
– Best practices for success throughout the tax lifecycle from discovery to implementation

Speakers

Larry Mellon
Tax Director, Chief Tax Office
Vertex

×

Larry Mellon

Tax Director, Chief Tax Office Vertex

Larry Mellon is a Tax Director in the Chief Tax Office, where he is responsible for providing insights, thought leadership and customer-centric direction to Vertex functional groups,supporting the continued expansion of Vertex indirect tax solutions and overall enterprise strategy. He has over 30 years of experience in sales and use tax compliance, risk assessment, jurisdictional audits, administration and management, as well as VAT compliance. Larry joined Vertex in 2005 as a Sales and Income Tax Supervisor and has served as Tax Manager since 2012, where he has played a pivotal role in elevating and advancing the company’s tax management offerings. Prior to joining Vertex, Larry served as a Senior Tax Accountant and Property Tax Manager at Foamex International, Inc., a polyurethane and advanced polymer foam product manufacturer and marketer. Mellon also held multiple roles at The Franklin Mint and is a member of the Institute of Professionals in Taxation (IPT).

Chandra Wing
SALT Senior Manager
BDO

×

Chandra Wing

SALT Senior Manager BDO

Chandra joined BDO as a manager in the Central Region SALT Indirect Tax Automation practice. She has more than 15 years of experience in state and local sales and use tax and its relationship with information technology. Her experience includes time with the Michigan Department of Treasury as an auditor for sales, use and income tax, as well as several years of industry experience with a Fortune 500 company. Prior to joining BDO, Chandra managed Taxware and supporting software systems like WebTool Kit (exemption certificate manager), and TaxSolver (compliance reporting). She also managed the applicable integrations with ecommerce, SAP, and internally developed systems. She was responsible for sales and use tax audit defense, managed audits, overpayment reviews, tax return compliance management in the U.S., tax research, nexus analysis, and analyzing the processes related to sales and use tax within the U.S. and Canada. Through her experience as an auditor she has served a number of clients in various industries, with an emphasis in manufacturing. Chandra’s experience with the Department of Treasury has brought her specialized knowledge for analyzing sales and use tax processes for improvements that result in ultimate audit savings. This includes reviewing systems and processes as well as the implementation and configuration of sales tax systems.

Joe Malloy
SALT Managing Director
BDO

×

Joe Malloy

SALT Managing Director BDO

Joe joined BDO in February 2020. He has more than 20 years of state and local tax experience in government, public accounting, and industry. He specializes in a variety of state and local taxes, including sales and use tax, income/franchise taxes, and property taxes. He has deep knowledge of tax compliance, tax controversy and audit defense, tax planning, and implementing tax incentives related to state and local taxes. Joe specializes in analyzing tax processes related to sales and use tax, designing new processes, and implementing automated solutions through the use of third-party software such as Vertex and One Source. He uses his extensive knowledge gained as a tax director to develop relationships across an enterprise necessary to design and implement tax processes that efficiently meet the goals of the organization. Part of Joe’s industry experience includes delivering value to the enterprise through the tax function. He has accomplished this value-added component through the management of tax reserves, successful audit defense, overseeing and completing reverse audits and tax refund projects, and continuous process improvement including through automation.

Combating Inflation: 5 Cost-Savings Strategies

Controlling costs has always been top of mind for company leaders, but it has become a larger focus in 2022.

Still, it’s important to maintain perspective. Inflation is just one factor when it comes to managing finances and it shouldn’t hinder the larger goal of growing your business.

What steps can you take to maximize the efficiency of business spend?

Join TripActions for a discussion on October 19. You’ll learn:
– How to incentive employees to spend less
– Ways to cut wasteful spend and be more efficient with every dollar
– How to leverage automation and modern technologies to boost productivity and drive growth”

Speakers

Austin Aboav
Sr. Product Marketing Manager
TripActions

×

Austin Aboav

Sr. Product Marketing Manager TripActions

As a Senior Product Marketing Manager at TripActions, Austin Aboav oversees launching products and features that customers and users love. Prior to TripActions, Austin held roles in product marketing and sales at companies such as Ramp, Zendesk and Adobe. When he’s not launching FinTech products, he’s likely at the movies or on a walk with his goldendoodle.

Teddy Collins
VP of Corporate Finance
SeatGeek

×

Teddy Collins

VP of Corporate Finance SeatGeek

Finance executive in the high growth technology sector with a focus on mobile and B2B2C companies. Experience building FP&A, investor relations, treasury, and corporate development functions from scratch to IPO.

How Trailblazing CFOs Thrive When Uncertainty Reigns

It comes as no surprise—CFOs who take a creative, nimble approach to operating their businesses will continue to thrive ahead of their more traditional counterparts, regardless of the disruptions thrown their way. But how do these trailblazing leaders ensure that their plans, budgets, and forecasts reflect the reality of today’s unpredictable landscape? And when uncertainty reigns, how can they set their team and the business up for success in the year ahead? In this session, we’ll hear finance leaders share how they are planning for success in FY23 by:
● Embracing technology and AI to drive decision-making
● Keeping their teams challenged, engaged and productive
● Collaborating across departments to accelerate growth

Speakers

Dan Fletcher
CFO
Planful

×

Dan Fletcher

CFO Planful

Dan Fletcher is the Chief Financial Officer (CFO) at Planful, with experience in high-growth SaaS and PE-backed companies. Prior to joining Planful, Dan served as the CFO for MarkLogic where he helped guide the company through acquisition transformation and growth. Before this role, Dan served in a variety of management roles for high-growth companies, including at Planful as CFO, following the acquisition by Vector Capital in late 2018.Dan is a Certified Public Accountant (CPA) and holds a B.S. and Masters from the University of Missouri, where he graduated with honors.

Grant Brooks
Director of Corporate Finance
FIGS

×

Grant Brooks

Director of Corporate Finance FIGS

Grant Brooks is a Finance Director at FIGS, a direct-to-consumer healthcare apparel and lifestyle brand that celebrates, empowers, and serves current and future generations of healthcare professionals. Since FIGS went public in 2021, Grant has been building the finance department to accommodate being a public company, which includes regular forecasting/budgeting, earnings calls, management bonus program, SOX compliance, and scaling the business both domestically / internationally. Before FIGS, Grant led the global consolidation for Disney's Media and Entertainment Distribution (DMED), a segment that includes Disney+, Hulu, ESPN+, and STAR. While at Disney, he covered most business models (Studio, TV, Streaming, Consumer Products), and had worked on a variety of projects that include the acquisition of Fox, two company-wide restructures, and the launch of Disney+ globally. Before Disney, Grant held a variety of finance and international business development roles at Boeing for military aircraft. Grant is an avid mentor, both at FIGS and at UCLA Anderson as a GAP Fellow, and enjoys running, Olympic lifting, philanthropy, and data visualization.

Managing Burn In a Bear Market

Join Will Robins, Chief Operating Officer at Facta and Alex Song, Head of Finance at Ramp Financial on how to navigate the current and future economic climate. The topics that will be discussed are:
– How are companies currently spending their money? Link to article
– What do spending trends look like heading into the back half of 2022 and beyond?
– You have some benchmarking data and your own spending data. Now what? Link to article

Speakers

Will Robins
COO
Facta

×

Will Robins

COO Facta

Will has 15 years of finance and accounting experience as an operator in the SaaS fintech and payments space. He served as the Senior Vice President of Finance of Entrata scaling the organization from $10M to over $100M in annual recurring revenue and 2,000+ employees. He also oversaw the company’s global finance functions, including treasury, financial planning and reporting, accounting, tax, procurement, and revenue operations which included $15B+ of annual payment processing. Prior to Entrata, Will worked in the Controllership Group of American Express (AMEX) and focused on global foreign exchange services including forward contract hedging, wholesale currency sales, and foreign exchange transactions throughout the East Coast, Europe, Asia and Australia. Will also assisted in the integration of AMEX’s $300M acquisition of Serve Virtual Enterprises and the launching of the Bluebird prepaid card – developed in partnership with Walmart as an alternative to debit and checking accounts. Will launched his career at Ernst & Young LLP where he gained extensive audit, assurance, information systems, IPO and debt related transactional experience including SEC and Sarbanes-Oxley reporting. Will earned a Master of Accountancy and a Minor of Information Systems from Brigham Young University.

Alex Song
Head of Finance and Capital Markets
Ramp

×

Alex Song

Head of Finance and Capital Markets Ramp

Alex Song is the Head of Finance and Capital Markets at Ramp, a corporate credit card issuer and expense management company based in New York. Prior to joining Ramp in 2020, he spent more than a decade as a private credit and structured credit investor in the hedge fund industry, working at firms including Sculptor Capital Management, Crayhill Capital Management, Bain Capital, and Morgan Stanley. Alex holds two degrees from Stanford, in Biomechanical Engineering and in Economics. He also holds a Master of Business Administration from Harvard Business School. Alex is a CFA charterholder.

Best Practices in Scaling Quote-to-Revenue for 10X Growth

As SaaS subscriptions continue to evolve and become more dynamic, finance plays an ever-important role in supporting flexible deal structures while still ensuring accurate billing, timely revenue recognition, and compliance with new regulations. As your company grows, so too will the complexity of your quote-to-revenue operations.

Learn how your finance teams can best prepare for 10X growth in this fireside chat with our presenters who have firsthand experience running the systems and technology to support growth from $100M to $1B.

Our presenters will discuss how SaaS businesses in the post-subscription era must be agile to meet the needs of today’s customers. While this requires a different quote-to-revenue approach, having the systems to support such as strategy is paramount.

What you’ll learn:
• How to evaluate critical technology capabilities for finance teams
• What systems a business needs when growing from $10M to $100M to $1B
• Why a unified approach to quoting, billing, and revenue recognition is key to understanding the state of your business

Speakers

Prakash Raina
Co-Founder
Subskribe

×

Prakash Raina

Co-Founder Subskribe

Leslie Hui
VP, Accounting Ops and Transformation
Okta

×

Leslie Hui

VP, Accounting Ops and Transformation Okta