ORIGINAL DATE: April 20th, 2022
Spotlight on Finance
A virtual gathering of the nation’s top finance leaders in SaaS. The virtual event will begin on the Hopin platform at 10am ET, and run til 5pm ET.
This event has passed but you can still watch the replays listed in the agenda below
Agenda
10:00 am
Strategies for Adding Value: How Ramp’s Early Adoption of Stablecoins Increased their Corporate Treasury Returns
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.

David Ingraham




Alex Song
11:00 am
Building for Scale: How Finance and Accounting Can Drive Company Growth
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.




Aneal Vallurupalli




Andrew Bowman
12:00 pm
Beyond the Bottom Line: The Hidden Benefits of Accounting Automation
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.




Karen Wight




Jared King
1:00 pm
ARR, CAC/LTV, Net Retention & other Investor Metrics: Preparing for your Next Capital Raise
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?




Sameer Gulati




Dan Fletcher




Marty Meyer


Steve Keifer
2:00 pm
How Real-Time Data Can Drive Strategic Financial Decisions in 2022
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




Jonathon Barnett
3:00 pm
5 Insights on How to Scale Your FinOps Tech Stack: Learnings from The SaaS CFO and 240+ Conversations with your Peers
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




David Appel




Ben Murray
Speakers




Aneal Vallurupalli




Jonathon Barnett




David Appel




Ben Murray




Karen Wight




Jared King




Sameer Gulati




Dan Fletcher




Marty Meyer




Andrew Bowman




David Ingraham




Alex Song




Aneal Vallurupalli




Jonathon Barnett




David Appel




Ben Murray




Karen Wight




Jared King




Sameer Gulati




Dan Fletcher




Marty Meyer




Andrew Bowman




David Ingraham



