Panel Archives - Ascent Conference

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

Oct 19th, 2022 @2:00 pm

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


Larry Mellon
Tax Director, Chief Tax Office
Chandra Wing
SALT Senior Manager
Joe Malloy
SALT Managing Director

How Trailblazing CFOs Thrive When Uncertainty Reigns

Oct 19th, 2022 @11:00 am

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


Dan Fletcher
Grant Brooks
Director of Corporate Finance

Do We Really Need Another Tool in Our Techstack?

Oct 12th, 2022 @11:00 am

Another day, another new marketing or sales platform. It’s not always about the shiny new tool but what is actually needed for the team today and ensuring ROI on platform spend. Learn from a panel of seasoned Ops Experts on when and how they decided to add new tools to their stacks (and when to say no).


Thomas Rosen
Matt Mullin
Sr. Director of Strategy, Growth Marketing, Operations and Technology
Betsy Chen
Director, Marketing Operations

Consolidation and M&A

Oct 8th, 2021 @1:20 pm

Transactions in the SaaS industry are growing in volume by approx. 25% Year-on-year. The strong appetite for SaaS businesses is being driven by solid market fundamentals and the industry’s attractive business model case.

  • How do you value a SaaS business?
  • Understanding the market segment growth potential and the potential growth of the company’s market share


Chris DeMayo
Stacey McKibbin
Julien Meyer
Managing Director
NorthStar Investment Banking

How to Attract Top Talent in 2021

Oct 8th, 2021 @2:10 pm
  • Finding employees with the right stuff for SaaS
  • Virtual recruiting
  • Hiring the best team for your growth stage


Doug Inamine
Larry Dunivan
Stacey McKibbin
Steve Pockross

Choose Your Market Segments Based on Customer Profitability

Oct 8th, 2021 @10:00 am
  • Is market segmentation the best way to target your most profitable customers?
  • The importance of research
  • Segmenting a marketplace
  • Setting a criteria to evaluate the effectiveness of market segments


Annie Scranton
President & Founder
Pace PR
Amar Goel

How Your Customers Can Help Fund Your Business and Drive Growth

Oct 7th, 2021 @1:45 pm

It’s hard to raise capital while driving your business. The good news is that the process of raising capital is changing. We’ll show you how innovative brands are leveraging updated regulations and fully-digital platforms to align the interests of their customers and shareholders to grow their businesses.


Jamie Finn
President & Co-Founder
Cass Sanford
Associate General Counsel
OTC Markets Group
Andrew Dix
Co-Founder & CEO
Crowded Media
JP Richardson
Co-Founder & CEO

Unconventional Tactics to Generate New Revenue Streams in SaaS

Oct 6th, 2021 @4:15 pm

New add-on offerings a SaaS company could consider adding to their core SaaS platform, how building block technologies can help you customize those offerings towards clients, how to put these add-on offerings in the market and how to monetize them.


Terence Craig
Toyota Ventures
Charlie Lynch
Embedded Analytics Specialist
Kris Rudeegraap
Co-Founder & CEO

DEI – Going Beyond the Buzzword

Oct 6th, 2021 @1:45 pm

The benefits of diversity & inclusion to SaaS companies can be seen internally with an increase in productivity. Diversity also correlates with better business results and increasing revenue.

  • Growing beyond the traditional business model
  • Simplifying your talent recruitment
  • Leveraging a diverse workforce in company and product development


Cheryl Contee
Chief Innovation Officer
The Impact Seat
Lisa Edwards
President & COO
Diligent Corporation
Gillian French
People Expert-in-Residence

Pricing Strategy – Taking a Value-Based Approach

Oct 6th, 2021 @10:50 am

Price is a signal — to customers, the market and your team. It needs to be right! This session will focus on how SaaS companies can benefit from value based pricing strategies.

  • Know your SaaS business’s value metric – measuring the value your product offers customers
  • Optimize your pricing strategy as a growth lever and monetize products
  • There are riches in the niches – segment your market
  • Determine what’s valuable to your target market & buyer
  • Building flexibility into your SaaS tech stack
  • Turbo-charging your NDR – the importance of a revenue delivery strategy


Omar Nawaz
Songe LaRon
CEO & Co-Founder
Ed Lee

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