Finance

Usage-Based Pricing: What Sales Needs from Finance to Scale Revenue

May 25th, 2022 @2:00 pm
Attend this educational webinar to learn more about what the sales organizations need from finance to be successful.

Full Description

Speakers

Pradheep Sampath

Head of Product Ordway
Pradheep has responsibility for Ordway’s product strategy, innovation, product roadmap, user experience, training and documentation. Pradheep brings 20 years of experience in product management leadership roles at various cloud providers including several that have achieved rapid growth and market leadership positions. Prior to Ordway, Pradheep was the Chief Product Officer for ID.me during a period of hyper growth in which the company’s recurring revenue grew exponentially and enterprise value soared to over $1.5 Billion. He was the Head of E-Commerce Products for Spree Commerce prior to its acquisition by First Data. Earlier in his career Pradheep held numerous product management leadership roles at larger organizations such as Sage, Liquidity Services, GE GXS, and supply chain software leader i2.

Steve Keifer

Head of Marketing/Growth Ordway
As the VP of Marketing at Ordway, Steve’s role is to accelerate growth and expand market share by building brand awareness and growing sales pipeline. He also leads Ordway’s research practice, responsible for publishing white papers, webinars, and educational resources on topics such as billing, revenue operations, and growth metrics. Prior to Ordway, Steve led the marketing organizations at four different SaaS and cloud providers - including several which have achieved hyper-growth and significant valuations. He has spent much of his career marketing Fintech solutions in areas such as payments, e-invoicing, AP automation, cash management, supply chain finance, and identity verification.

Usage-Based Pricing: What Sales Needs from Finance to Scale Revenue

There’s a tremendous amount of buzz about usage-based pricing models in the market over the past 12 months.  As demonstrated by recent IPOs, a well executed usage model can result in faster top line growth, lower customer acquisition cost, and higher net retention.  Success requires arming the sales team with the tools needed to win big deals by offering flexibility in areas such as pricing, contracting, and discounting. 

Finance will play a critical role as most of the complexity for operationalizing a usage-based pricing model falls onto the accounting team.  Billing, collections, revenue recognition, financial reporting, sales compensation, budgeting and forecasting all gain an added layer of complexity with the usage model.   

Attend this educational webinar to learn more about what the sales organizations need from finance to be successful.  The presenters have 20 years of experience in sales, marketing, and product management at tech companies that have grown significantly with usage-based pricing models.  Discussion topics will include:

 

  • Sales Contracts – How to structure long-term contracts with customers that bring more predictable, recurring revenue
  • Discounting Tactics – How to incentivize customers to grow consumption with discounting strategies and loyalty programs
  • Revenue Forecasting – How to gain visibility into usage-driven revenue in real time and forecast future consumption.
  • Billing Policies – How to think strategically about the details of billing policies to realize an additional 1-2% growth from accounts.

Sponsored by

Finance

Usage-Based Pricing: What Sales Needs from Finance to Scale Revenue

There’s a tremendous amount of buzz about usage-based pricing models in the market over the past 12 months.  As demonstrated by recent IPOs, a well executed usage model can result in faster top line growth, lower customer acquisition cost, and higher net retention.  Success requires arming the sales team with the tools needed to win big deals by offering flexibility in areas such as pricing, contracting, and discounting. 

Full Description

Speakers

Pradheep Sampath

Head of Product Ordway
Pradheep has responsibility for Ordway’s product strategy, innovation, product roadmap, user experience, training and documentation. Pradheep brings 20 years of experience in product management leadership roles at various cloud providers including several that have achieved rapid growth and market leadership positions. Prior to Ordway, Pradheep was the Chief Product Officer for ID.me during a period of hyper growth in which the company’s recurring revenue grew exponentially and enterprise value soared to over $1.5 Billion. He was the Head of E-Commerce Products for Spree Commerce prior to its acquisition by First Data. Earlier in his career Pradheep held numerous product management leadership roles at larger organizations such as Sage, Liquidity Services, GE GXS, and supply chain software leader i2.

Steve Keifer

Head of Marketing/Growth Ordway
As the VP of Marketing at Ordway, Steve’s role is to accelerate growth and expand market share by building brand awareness and growing sales pipeline. He also leads Ordway’s research practice, responsible for publishing white papers, webinars, and educational resources on topics such as billing, revenue operations, and growth metrics. Prior to Ordway, Steve led the marketing organizations at four different SaaS and cloud providers - including several which have achieved hyper-growth and significant valuations. He has spent much of his career marketing Fintech solutions in areas such as payments, e-invoicing, AP automation, cash management, supply chain finance, and identity verification.

Usage-Based Pricing: What Sales Needs from Finance to Scale Revenue

Finance will play a critical role as most of the complexity for operationalizing a usage-based pricing model falls onto the accounting team.  Billing, collections, revenue recognition, financial reporting, sales compensation, budgeting and forecasting all gain an added layer of complexity with the usage model.

Attend this educational webinar to learn more about what the sales organizations need from finance to be successful.  The presenters have 20 years of experience in sales, marketing, and product management at tech companies that have grown significantly with usage-based pricing models.  Discussion topics will include:

 

  • Sales Contracts – How to structure long-term contracts with customers that bring more predictable, recurring revenue
  • Discounting Tactics – How to incentivize customers to grow consumption with discounting strategies and loyalty programs
  • Revenue Forecasting – How to gain visibility into usage-driven revenue in real time and forecast future consumption.
  • Billing Policies – How to think strategically about the details of billing policies to realize an additional 1-2% growth from accounts.

Sponsored by

Finance

Strategies for Adding Value: How Ramp’s Early Adoption of Stablecoins Increased their Corporate Treasury Returns

Apr 20th, 2022 @10:00 am
Facta and Ramp are two fintech companies leading the way in finding opportunities for finance leaders to become more strategic, and create significant value for their organizations.

Full Description

Speakers

David Ingraham

CEO Facta
Dave is a founder and the CEO of Facta, a company that sells software and services to help SaaS companies gain financial clarity into their businesses by automating finance and accounting processes. Dave has over two decades of finance experience investing in, managing and supporting technology and media companies. Dave’s investing experience includes tenure at M/C Partners and Veronis Suhler Stevenson, which together managed $4B of capital as lead investors in companies looking for venture, growth equity, and leveraged capital. Dave has invested in and managed companies representing $280M of invested equity and a combined enterprise value of $1.5B, and worked on $1B of financial transactions. Dave earned an MBA of UC Berkeley and graduated with honors from Skidmore College with a B.A. in Psychology. Since 2015, Dave has served as a board member, Executive Committee member, Finance Committee member, and Development Committee Chairperson of Aim High, a Bay Area non-profit summer learning program that has serves over 2,000 students annually.

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.

Strategies for Adding Value: How Ramp’s Early Adoption of Stablecoins Increased their Corporate Treasury Returns

Facta and Ramp are two fintech companies leading the way in finding opportunities for finance leaders to become more strategic, and create significant value for their organizations.  Dave Ingraham is the CEO of Facta, a company that provides autonomous finance and accounting software and services to mid-sized SaaS companies.  Facta has been working with Ramp, the corporate spend management provider, since their Series A round.  Since then, Ramp has raised over $1.3B and become one of the fastest companies ever to reach $100M of ARR.  Dave will talk to Alex Song, Ramp’s Head of Finance at Ramp, about some of the potential risks and rewards associated with their decision to allocate a portion of their $600M of cash to USDC / Stablecoin.

Sponsored by

Finance

ARR, CAC/LTV, Net Retention & other Investor Metrics: Preparing for your Next Capital Raise

Apr 20th, 2022 @1:00 pm
The fundraising landscape for SaaS and cloud companies is changing rapidly in 2022. 

Full Description

Speakers

Sameer Gulati

CEO & Founder Ordway
After having launched several billion-dollar finance applications at some of the world’s leading ERP companies, Sameer founded Ordway in 2018 with the vision of building a more flexible billing and revenue automation platform. He wanted to free customers from the constraints that many of the incumbent, rigid financial systems suffered. Over the past few years, Sameer has led Ordway through a period of rapid growth and outside investment as the company has begun to disrupt the recurring billing and subscription management category. Sameer brings over 20 years of experience in developing innovative financial products at some of the world’s leading technology companies. Prior to Ordway, Sameer was the Chief Product Officer at Spree Commerce before the acquisition by payments leader, First Data. At Zynga, he led the launch of Frontierville — one of the highest monetizing apps of all time. Earlier in his career Sameer worked at various tech startups, including roles as one of the first product managers during the early days of Zuora, Workday, and Intacct. An entrepreneur at heart, Sameer is also an active venture partner with NextGen Venture Partners and angel investor in startups such as UrbanStems, Social Tables, TrackMaven, and Advantia Health.

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.

Marty Meyer

Marty brings more than 20 years of financial and operational experience to the team with deep domain expertise in e-commerce, SaaS, and enterprise software. He has raised over $250M in venture funding and has closed significant M&A transactions with companies such as Motorola, IBM, and Cisco.

Steve Keifer

Head of Marketing/Growth Ordway
As the VP of Marketing at Ordway, Steve’s role is to accelerate growth and expand market share by building brand awareness and growing sales pipeline. He also leads Ordway’s research practice, responsible for publishing white papers, webinars, and educational resources on topics such as billing, revenue operations, and growth metrics. Prior to Ordway, Steve led the marketing organizations at four different SaaS and cloud providers - including several which have achieved hyper-growth and significant valuations. He has spent much of his career marketing Fintech solutions in areas such as payments, e-invoicing, AP automation, cash management, supply chain finance, and identity verification.

ARR, CAC/LTV, Net Retention & other Investor Metrics: Preparing for your Next Capital Raise

The fundraising landscape for SaaS and cloud companies is changing rapidly in 2022.  IPOs are drying up, new rounds are slowing, and valuations are declining as VC/PE firms grow more conservative with their investment strategies.  Strong financial metrics will be one of the key factors separating those that get the raise they want in 2022 and those that don’t.  Join this session to hear thought leaders from private equity and venture capital firms as well as corporate finance leaders from operating companies discuss strategies for successfully reporting on key investor metrics such as ARR, CAC/LTV, and Net Dollar Retention.  Topics will include:

  • Which SaaS metrics are most important?  How does the focus change as you grow from early-stage to late-stage and pre-IPO?
  • What do you prepare for a fund raising round?  How do you create a narrative around the data to tell your growth story?
  • What are some of the differences in how companies calculate metrics like ARR?  Should there be more standardization of the definitions?
  • How do you educate the rest of the business around the importance of these KPIs?  How do you incentivize alignment outside of finance?
  • What are the most common reporting cadences with PE and VC firms?  What are the challenges gathering the data and ensuring it is error-free?

Sponsored by

Finance

Beyond the Bottom Line: The Hidden Benefits of Accounting Automation

Apr 20th, 2022 @12:00 pm
The quantifiable benefits of FinOps automation are well-known, but what about the impact on your most valuable resource?

Full Description

Speakers

Karen Wight

VP of Finance & Controller iWave
Karen Wight, VP of Finance and Controller at iWave, combines her nearly 20 years’ experience in finance and accounting with a passion for growth and a desire to make an impact in the world. Her experience encompasses senior finance positions with not-for-profits and various facets of public accounting practice, as well as working as an accounting educator.

Jared King

Co-Founder & CEO Invoiced
Jared King is Co-Founder & CEO of Invoiced, the category-defining company in the field of A/R automation. Jared built Invoiced from a small, bootstrapped startup to a thriving global platform that now serves the billing and collections needs of more than 20,000 businesses in 92 countries and processes more than $2 billion in client receivables every month.

Beyond the Bottom Line: The Hidden Benefits of Accounting Automation

The quantifiable benefits of FinOps automation are well-known, but what about the impact on your most valuable resource? Join Karen Wight, VP of Finance and Controller at iWave, and Jared King, CEO of Invoiced, as they discuss how A/R automation can improve employee experience to reduce employee burn-out and churn.

Sponsored by

Finance

5 Insights on How to Scale Your FinOps Tech Stack: Learnings from The SaaS CFO and 240+ Conversations with your Peers

Apr 20th, 2022 @3:00 pm
Join Ben Murray, The SaaS CFO, and David Appel, Head of the SaaS Vertical at Sage Intacct, as they discuss 5 insights from 240+ interviews with your peers:

Full Description

Speakers

David Appel

Head of Software & SaaS Vertical Sage Intacct
David leads Sage Intacct’s strategy and execution in engaging with and supporting the business of the world’s top SaaS, Subscription, and Software companies.  He has held similar roles at NetSuite, Bill.com, and IBM.

Ben Murray

Ben has 25 years of finance and accounting experience in the airline and software industries. From debits and credits to strategic finance, he rose from the ranks of FP&A analyst to SaaS CFO. Throughout his roles, he has improved the finance function with a focus on people, process, and technology. He shares his knowledge of SaaS finance at TheSaaSCFO.com, SaaSin60.com, and TheSaaSAcademy.com

5 Insights on How to Scale Your FinOps Tech Stack: Learnings from The SaaS CFO and 240+ Conversations with your Peers

Join Ben Murray, The SaaS CFO, and David Appel, Head of the SaaS Vertical at Sage Intacct, as they discuss 5 insights from 240+ interviews with your peers:

  • Understanding your corporate story and what data tells investors that story
  • What should be on your checklist for creating YOUR SaaS Finance Tech stack to produce that data
  • How you plan for your billing and revenue scenarios that uniquely bring value to your customers
  • How people, process, and technology fit together to produce the reporting and forecasting so you don’t have to rely on spreadsheets

Sponsored by

Finance

How Real-Time Data Can Drive Strategic Financial Decisions in 2022

Apr 20th, 2022 @2:00 pm
Fuel Financial Decisions with Accurate and Efficient Data Collection

Full Description

Speakers

Jonathon Barnett

Senior Account Executive Yooz
Jonathon has been an Account Executive with Yooz for the last two years and has helped countless businesses streamline and automate their entire AP process dramatically by lowering their invoice processing times and creating a customized and easy-to-use invoice and payment workflow.

How Real-Time Data Can Drive Strategic Financial Decisions in 2022

  • Fuel Financial Decisions with Accurate and Efficient Data Collection​
  • Map the Best Route for Your Organization with Real-Time Data​
  • Take the Wheel of Your Financial Decisions with Real-Time P2P Automation​

Sponsored by

Finance

Building for Scale: How Finance and Accounting Can Drive Company Growth

Apr 20th, 2022 @11:00 am
Building for scale from an early stage means rethinking people, processes, and systems. In this session, Airbase CFO, Aneal Vallurupalli, will discuss how to approach the finance function at fast-growing companies for each of these three areas.

Full Description

Speakers

Aneal Vallurupalli

CFO Airbase
Aneal Vallurupalli is the CFO of Airbase, a spend management company. His background includes scaling early to late-stage corporate finance, corporate development, operations, and tech M&A. Most recently, Aneal was the VP of Finance & Operations at Mattermost, growing the company’s enterprise value—with a 4x increase in revenue growth and by leading its $50M Series B. He also managed the company's fully distributed global growth the number of countries it operates in. Prior to that, he was the Head of Strategic Finance at Mapbox, where he led the company's $164M Series C round of funding from SoftBank, and was the founding member of the Corporate Development team at Guidewire, helping to grow it from an $800M private company to a $7B public company. His career began in technology investment banking at Union Square Advisors, completing a range of public and private M&A transactions.

Andrew Bowman

Finance Director - Global Technology LexisNexis
With over 15 years of corporate experience, Andrew is a seasoned finance leader who excels in turning complicated technical expertise into digestible dialogue for his stakeholders. He is a big four alumnus as he began his career working for Ernst & Young and has been recognized as a top performer in multiple Fortune 500 companies including GlaxoSmithKline, Advance Auto Parts, and LexisNexis. Andrew has been an integral part of multiple acquisitions and has also led global systems implementations that have resulted in streamlined reporting processes and uniform financial reporting. Within the SaaS space, Andrew is a proven leader in cloud expense management, metric-driven financial strategy, and data-based innovation. He is also a leader in his community as he serves on multiple committees at his church and donates his time to coaching youth sports. His passions outside of work include faith, family, and fitness. He is blessed to have a beautiful wife, two loving children, and two dogs that are his best friends.

Building for Scale: How Finance and Accounting Can Drive Company Growth

Building for scale from an early stage means rethinking people, processes, and systems. In this session, Airbase CFO, Aneal Vallurupalli, will discuss how to approach the finance function at fast-growing companies for each of these three areas. He’ll talk about providing direction on what metrics companies should focus on, and how to secure the tools to create and deliver the data needed by all levels – from the board to each of the operating units. Aneal will share his insights about the risks to be managed and how to establish a finance function that can scale in support of a company’s growth.

Sponsored by

Finance

How to Use Actionable Insights to Drive Cost Savings and Efficiency

In order for organizations to start realizing true cost savings and efficiency, CFOs and other Senior Finance Leaders need one single source of truth for all company spend. In this session, speakers from TripActions will share reporting tips that business leaders can use to stay on top of spend, monitor trends, and take action if costs get out of line.

Speakers

Guillaume Drugeot

Lead Project Manager TripActions

Austin Aboav

Product Marketer Ramp

How to Use Actionable Insights to Drive Cost Savings and Efficiency

Sponsored by

Leverage the Benefits of Smart Corporate Cards in 2022

Dec 16th, 2021 @2:00 pm
There has been a global shift to digital payments with an 82% increase in how SMBs are changing how they send or receive payments. Organizations have become more distributed and suppliers accept digital payments for more transactions, finance teams are quickly adopting smart virtual and physical cards as a means to pay for business expenses. Join this discussion, featuring TripActions Liquid, Senior Operations Manager, Meredith Ahlberg, and Sr. Product Marketing Manager, Thomas Long, on December 16 to learn: - How digital payment solutions are affecting key industries - The ways finance leaders can improve spend and risk management worldwide - The biggest benefits of smart corporate cards for business spend

Full Description

Speakers

Meredith Ahlberg

Senior Operations Manager TripActions

Thomas Long

Senior Product Marketing Manager TripActions

Leverage the Benefits of Smart Corporate Cards in 2022

There has been a global shift to digital payments with an 82% increase in how SMBs are changing how they send or receive payments. Organizations have become more distributed and suppliers accept digital payments for more transactions, finance teams are quickly adopting smart virtual and physical cards as a means to pay for business expenses.

Join this discussion, featuring TripActions Liquid, Senior Operations Manager, Meredith Ahlberg, and Sr. Product Marketing Manager, Thomas Long, on December 16 to learn:

How digital payment solutions are affecting key industries

The ways finance leaders can improve spend and risk management worldwide

The biggest benefits of smart corporate cards for business spend

Privacy Notice

This privacy notice discloses the privacy practices for (www.ascentconf.com). This privacy notice applies solely to information collected by this website. It will notify you of the following:

Information Collection, Use, and Sharing

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for “https” at the beginning of the address of the Web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 202-256-9707 or [email protected].