1 CPE Credit

20-Minute Tales from the Frontlines of Finance

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.

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About this talk.

About

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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Three tips and tricks.

  • What infrastructure should be in place at each stage of a company’s growth? 
  • How to make a case for investing in accounting and finance foundations. 
  • Strategies for downstream resets when finance and accounting operations haven’t been a priority.

Speakers.

Lisa Slater

Founder
at
Three Butterflies Consulting

Lisa began her career at PriceWaterhouseCoopers. She worked in corporate finance and academia before joining KongBasile Consulting, where she developed an interest in tech startups. She is an Adjunct Professor at Holy Names University. She also volunteers on the scholarship committee of the Financial Women of San Francisco. She has a Certificate in Sustainable Business Strategy from Harvard Business School Online, a MA Economics from University of St. Andrews, and a Masters of Accountancy from Golden Gate University. Lisa is a CMA.

Darcie Lamond

Director of Brand
at
Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.

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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Capacity planning for 2021.

December, 2020

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.

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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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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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Sales tax on SaaS products: New rules – new remote practices — new exposure.

August, 2021

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

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How Airbase raised $60M in 10 days.

October, 2021

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

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Business cash management. Managing the risk-return of excess working capital.

April, 2022

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. 

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Why your company needs good SaaS retention metrics.

May, 2022

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.

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How to accelerate your business with virtual cards.

September, 2022

Discover why virtual cards are taking over the business world — and contributing to smart companies’ success. You’re probably aware of the convenience of this revolutionary digital payment method, but did you know that the visibility and control created by virtual cards can help drive the growth of your business? Join Airbase’s Jason Palleschi to see real-life examples that demonstrate how virtual cards strengthen accountability, improve spend culture, and even provide opportunities to monetize accounts payable. 

You will learn:

  • How do virtual cards improve cash flow, operational efficiency, and security?
  • Why are virtual cards a must-have for a remote workforce?
  • Which new features can help drive business success?
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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.