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.

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

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.

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.

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. 

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.

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.
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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.

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.

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.

In this session, we'll look at how changes to the regulatory environment, and the expansion of remote work, have impacted sales tax requirements.

How Airbase Founder and CEO, Thejo Kote, made his case to investors and closed a $60M Series B round in 10 days.

Having cash in the bank from recent funding rounds is a great way to build a business, but managing those deposits requires some evaluation and ongoing attention. For the past several years, extremely low interest rates have helped keep the issue of returns off the radar. However, as planned Fed tightening pushes interest rates higher, the income received on those funds will become more material. In this 20 Minute Tales from the Frontlines of Finance, we’ll talk to Benjamin Verschuere, founder CIO at Treasure Financial about investment alternatives. Ben worked for 10 years for the Peter Thiel family office and hedge fund (Clarium) as a portfolio manager and macro strategist helping deploy capital across the world. 

We’ll look at the forces that are impacting interest rates and how their movements may influence decision-making on duration and type of investment. We’ll review alternative investment vehicles including bank deposits, corporate bonds, bitcoin, and even a new alternative offered by Treasure Financial. We’ll discuss what a company investment policy should look like and how to determine the right risk-return for your company’s excess working capital. Join us and bring your questions. 

In this session, Subscript Co-founder and CEO, Sidharth Kakkar, will discuss net retention metrics with Airbase Controller, Kelly Hicks. Subscript is a subscription intelligence platform that helps finance teams track and comprehend subscription metrics. Early-stage companies are just beginning to gather the data they need for retention analytics, but it is never too early to set up the right processes. The session will discuss why net retention is such an important metric for decision makers. Sidharth will walk us through the two major methods of calculating SaaS retention — Gross Revenue Retention and Net Revenue Retention — and why you need both. We’ll also look at how cohorted vs uncohorted net retention can tell two vastly different stories, and show the benefits of each one.