Twenty-minute tales from the front lines of finance.

Capacity Planning for 2021.

2:30pm ET / 11:30pm PT, Wednesday, December 16, 2020

Join us for a power session on data-driven budgeting. Airbase’s Tushar Makhija will be in conversation with Drew Shulz from Kajabi for what promises to be a fast and informative discussion on capacity planning.

About this talk.

About

It’s planning season, and businesses everywhere are preparing 2021 budgets. In this session, Drew Schulz shares his novel, data-driven ‘capacity planning’ model for creating budgets. He will focus on headcount planning, and consider a deceptively simple question: How many people do you need, and why? The goal is to find optimal ratios for every department based on clear business objectives. Tushar Makhija, who contends with the question of headcount planning for his sales team, will use the conversation with Drew to understand whether the metrics that he uses for his decision-making have application across the whole company.  

Three tips and tricks.

  • What is capacity planning, and what data does it rely on?
  • What factors should be considered when optimizing for hiring decisions?
  • What systems are helpful to manage budgets once they are set?

Speakers

Drew Schulz

Drew is currently Director of Finance & Operations at Kajabi, a 175-employee bootstrapped software company in Irvine, CA. Kajabi enables online-first entrepreneurs to create and sell online courses and coaching services in a comprehensive business platform suite. After starting his career as a management consultant, Drew found his passion at the intersection of finance and data-driven operations in technology companies. Since 2016, Drew has been a Finance and Operations leader in early- and growth-stage companies in both San Francisco and the Los Angeles area. Drew attended the University of Nebraska, and received his MBA from The Wharton School in Philadelphia.

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Other 

Twenty-minute tales from the front lines of finance.

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3:00 pm ET / 12:00 pm PT, Wednesday, September 16th, 2020

Amer Ali, Head of Strategic Finance & BizOps at Netlify,  a Series C company that pioneered the Jamstack category. Recently, Amer was named one of Floodgate Fund’s Anchor List top strategic finance professionals.

Get the video

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