SaaStr’s Post

AGENDA: -- 12:00 – 1:00pm pt: Networking lunch with CFOs sitting at tables with peers with a common funding-stage and/or billing-model -- 1:00 – 1:45pm pt: The Road to Profitability by Alka Tandan, CFO of Gainsight There is a tension between Growth and Profitability for public and private CFOs. How does the CFO manage this balance across investors, peer executives, and the team? Alka Tandan, CFO of Gainsight, will share a framework for how to move forward with this.  -- 25 min Table Exercise: How to structure your goals, team, and investments to grow profitably -- 1:45 – 2:30: How CFOs build and invest in the Value Creation Plan Building on the previous session, Christopher Fountain, Finance Operating Partner at Frontier Growth, shares a model for how top investors support their CFOs on planning, investing, and tracking the Value Creation Initiatives, -- 25 min Table Exercise: Planning your GTM Value Creation Initiatives to build consensus across the executive team and to build Board approval. 

AGENDA continued: -- 2:30 – 3:15: How to build the Benchmarks of Success, and the Tech Stack to create them Ben Murray, The SaaS CFO, and Ray Rike, founder of Benchmarkit.ai, will discuss how to build the tech stack to track and forecast a predictable model, and how to benchmark it, against industry data -- 25 min exercise: Benchmarking your key metrics against your peers and how to plan, by stage of your business, for automating the tech stack to produce your metrics -- 3:15 – 3:30 – Concluding remarks and top take-aways from each table

I wanted to share the agenda for this incredible afternoon at the SaaStr CFO Summit on September 11 in Silicon Valley. The goal of CFO Summit at #SaaStrAnnual, sponsored by Sage, is to bring a group of technology #CFOs together for an afternoon on three critical areas of investment, with birds-of-a-feather tables with peers of similar stages, markets, and billing models, to apply the insights from each speaker. This will be an active discussion to learn powerful frameworks from the speakers, and build your network across peers working through similar challenges and opportunities.

Will be great!