20-Minute Tales from the Frontlines of Finance.

Capacity planning for 2021.

December, 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.

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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.

The value of strategic finance at your fast-growing company.

September, 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.

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Accelerating your monthly close with automation.

September, 2020

Dmitri Litin, Controller for AspireIQ, a community intelligence marketing platform.

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How to streamline the 4 operational areas of a fast growing company.

October, 2020

Meir Rotenberg is a highly experienced finance and operations executive with a deep focus on SaaS companies and especially leading startups to success. He is currently leading Revenue Operations and Financial Operations for Spiff.

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How remote work has impacted expense reimbursement policies.

October, 2020

Daryl Allen is the Director of Finance for Gremlin, an enterprise scaled Chaos Engineering platform. He has led the finance function since the company's formation and carried responsibilities over human resources and operations.

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Building scalable solutions for effective finance operations.

February, 2021

Join Teddy Collins, Sr. Director of Corporate Finance & IR at SeatGeek, in this conversation on how to set up your finance operations with scalable solutions. 

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How / When to migrate to a more efficient ERP.

March, 2021

There are many reasons why companies decide they need to switch their accounting software to a more comprehensive ERP solution. Whatever the reason, this big step involves many stakeholders and requires detailed planning.

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Setting up for success: How to establish finance and operations to support your company’s growth.

April, 2021

In this session, early stage start-up consultant Lisa Slater will share tips on how to establish efficient systems, processes, and operations. Startups are better served when founders are free to focus on product-market fit and go-to-market strategies rather than operational issues and back-office concerns. An efficient setup supports the growth that all startups seek. Getting it right provides the tools needed to make good business decisions, and sets companies up to take advantage of opportunities.

Lisa’s tale will focus on how to identify, corral and organize the deluge of data following seed financing when startups are in hyper growth mode.

Lisa began her career at PriceWaterhouseCoopers. After working in corporate finance for many years, she founded Three Butterflies Consulting. Her passion is to free up founders’ time by taking care of finance and operations, so they can focus on growth and innovation.

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Procure-to-pay process: Vendor evaluation.

May, 2021

Gil Adler is the Corporate Controller at BLADE, a technology-powered global urban air mobility platform, committed to reducing travel friction, by enabling cost-effective air transportation alternatives to some of the most congested routes in the US and abroad. Blade is in the process of going public via a SPAC with Experience Investment Corp. Join us as he shares his tales about the procure-to-pay process especially for companies growing from early stage to middle market. When the finance team is charged with handling RFPs for all departments, it needs to build an end-user mindset and a process that evaluates beyond price. Gil will discuss how he has found ways to shore up product knowledge and assess vendors without relying solely on Gartner or other third-party rating sites. He will share tips and tricks on the right questions to ask, and how to work cross-functionally in an organization when a product will be relied on by several departments. Our fun and informative 20 minute conversation will be followed by 10 minutes of your questions.

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High Impact Finance Teams

June, 2021

Pedro Barros, VP Finance from Remote, has a strong POV on the importance of high-impact finance teams. He’ll join us for our 20 Minute Tales From the Frontlines of Finance to share how finance teams can position themselves as key drivers for the success of fast-growing businesses. He’ll illustrate what he means by sharing two different tales.

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Other 20-Minute Tales from the Frontlines of Finance.

The value of strategic finance at your fast-growing company.

September, 2020
Finance

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.

Accelerating your monthly close with automation.

September, 2020
Accounting

Dmitri Litin, Controller for AspireIQ, a community intelligence marketing platform.

All 20-Minute Tales from the Frontlines of Finance.