{"id":23173,"date":"2024-05-21T09:31:24","date_gmt":"2024-05-21T13:31:24","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=23173"},"modified":"2026-02-12T04:07:23","modified_gmt":"2026-02-12T09:07:23","slug":"cfos-modern-saas-finance-forum","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/cfos-modern-saas-finance-forum\/","title":{"rendered":"Why should SaaS CFOs attend the Modern SaaS Finance Forum?"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/trends-insights\/\" class=\"entry-header__link\">Trends &amp; Insights<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tWhy should SaaS CFOs attend the Modern SaaS Finance Forum?\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2024-05-21T09:31:24-04:00\">May 21, 2024<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Why should SaaS CFOs attend the Modern SaaS Finance Forum?\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/cfos-modern-saas-finance-forum\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/david-appel\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/07\/David-Appel-headshot-2023-1.jpg\" class=\"entry-author__image\" alt=\"David headshot\" \/>\t\t\t\t<span class=\"entry-author__name\">David Appel<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>For finance leaders, seizing opportunities for professional networking and continued education is vital to career success. <\/p>\n\n\n\n<p>This is certainly the case for SaaS CFOs. <\/p>\n\n\n\n<p>If you&#8217;ve ever looked around and asked, &#8220;Where are all the events for SaaS CFOs,&#8221; you&#8217;re not alone.<\/p>\n\n\n\n<p><strong>That&#8217;s why Sage Intacct is hosting the Modern SaaS Finance Forum on June 5 2024. <\/strong><\/p>\n\n\n\n<p>The full-day digital event features presentations, discussions, and workshops spearheaded by industry leaders, with 3 separate learning tracks for SaaS CFOs, Controllers, and Rev Ops professionals.<\/p>\n\n\n\n<p>It&#8217;s a chance to connect with your industry peers and gain vital insights on the future of SaaS finance for high-tech, high-growth companies. <\/p>\n\n\n\n<p>Let&#8217;s take a sneak peek at what SaaS CFOs can expect to learn at this year&#8217;s forum.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-here-s-what-we-ll-cover\">Here&#8217;s what we&#8217;ll cover<\/h4>\n\n\n\n<p><strong><a href=\"#learn\">Learn how to integrate AI into financial workflows<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"#embrace\">Embrace the value of community<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"#navigate\">Navigate your funding rounds successfully<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"#mistakes\">Are you making these SaaS CFO mistakes?<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"#join\">Join us for the Modern SaaS Finance Forum<\/a><\/strong><\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">CFO 3.0 &#8211; Digital transformation beyond financial management<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>CFOs are playing a key role in digital transformation. Learn how you can move from a &#8216;historian&#8217; to a &#8216;visionary&#8217; within your business.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-bd2874c4-655e-43f1-95ce-d4ba1cb819e5\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download your free guide<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<div class=\"single-cta__downloads\">\n\t\t\t\t\t\n\t\t\t\t\t2,508 readers have downloaded this guide\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1064\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2020\/01\/CFO-3-1064x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2020\/01\/CFO-3-1064x810.jpg 1064w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"learn\"><strong>Learn how to integrate AI into financial workflows<\/strong><\/h2>\n\n\n\n<p>The importance of AI for SaaS CFOs can&#8217;t be overstated. CFOs of subscription companies are responsible for managing massive amounts of financial and customer data. <\/p>\n\n\n\n<p>Your SaaS organization relies on you to mine mountains of data for actionable insights that lead to recurring revenue.<\/p>\n\n\n\n<p>Forward-thinking CFOs are realizing that AI is <strong>much<\/strong> better suited to that task than humans are. At this year&#8217;s summit, we&#8217;ll discuss how you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Maximize your financial performance with automated billing<\/li>\n\n\n\n<li>Peer into your financial future with generative AI SaaS forecasting<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"451\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/05\/Article-1.jpg\" alt=\"\" class=\"wp-image-23174\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Permanently end <a href=\"https:\/\/www.sage.com\/en-us\/blog\/what-causes-revenue-leakage-and-how-can-you-prevent-it\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>revenue leakage<\/strong><\/a> with automated, ASC 606-compliant revenue recognition.<\/li>\n<\/ul>\n\n\n\n<p>Companies that don&#8217;t utilize AI are quickly falling behind those that do. <\/p>\n\n\n\n<p>As a SaaS CFO, it&#8217;s crucial to leverage automation to stay ahead.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"embrace\"><strong>Embrace the value of community<\/strong><\/h2>\n\n\n\n<p>In today&#8217;s hyper-competitive SaaS landscape, CFOs need to tap into the power of community to avoid burnout and keep thriving. <\/p>\n\n\n\n<p>At the Modern SaaS Finance Forum, there will be sessions centered on the importance of building and fostering finance peer groups for CFOs and other professionals.<\/p>\n\n\n\n<p>After all, no one knows the daily challenges and joys of your job like other SaaS CFOs. <\/p>\n\n\n\n<p>This year&#8217;s summit is an incredible opportunity to connect with and learn from your industry peers.<\/p>\n\n\n\n<p><strong>Read more: <a href=\"https:\/\/www.sage.com\/en-us\/blog\/cfo-playbook-strategies-financial-front-line\/\" target=\"_blank\" rel=\"noreferrer noopener\">CFO playbook &#8211; 3 strategies for the financial front line<\/a><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"navigate\"><strong>Navigate your funding rounds successfully<\/strong><\/h2>\n\n\n\n<p>Do you know how to <a href=\"https:\/\/www.sage.com\/en-us\/blog\/hit-your-funding-objectives-across-your-company-lifecycle\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>glide through your funding rounds<\/strong><\/a> rather than slog through them? <\/p>\n\n\n\n<p>On June 5, we&#8217;ll share what it takes to scale a startup from seed capital to IPO. <\/p>\n\n\n\n<p>SaaS CFOs need to meet very specific goals for each funding round that they pass through\u2014do you have the right strategic roadmap?<\/p>\n\n\n\n<p>How you prove value to investors is very different for Series A venture funding than it is for Series F, and every step in between has its own nuances and requirements.<\/p>\n\n\n\n<p>Competition for SaaS venture capital is more cutthroat than it&#8217;s been in years. Come learn how to set your company apart from the crowd.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"mistakes\"><strong>Are you making these SaaS CFO mistakes?<\/strong><\/h2>\n\n\n\n<p>In addition to discussing best practices and cutting-edge financial strategies, we&#8217;ll also be covering professional pitfalls to steer clear of. <\/p>\n\n\n\n<p>Even if you&#8217;re doing everything else right as a CFO, these &#8220;silent killers&#8221; can grind your company&#8217;s financial progress to a halt.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automation-procrastination\"><strong>Automation procrastination<\/strong><\/h3>\n\n\n\n<p>When it comes to automation, there are four magic words for SaaS CFOs to remember: It&#8217;s never too early. <\/p>\n\n\n\n<p>Accounting AI is a technological powerhouse, and the difference between automated and legacy workflows is truly night and day.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"427\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/05\/Article-1-2.jpg\" alt=\"\" class=\"wp-image-23175\"\/><\/figure>\n\n\n\n<p>However, it&#8217;s not a magic bullet. You&#8217;ll need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Get buy-in from other stakeholders at your organization<\/li>\n\n\n\n<li>Train your accounting suite on your financial data<\/li>\n\n\n\n<li>Train your employees on your new accounting software<\/li>\n\n\n\n<li>Compare your expectations to your results and recalibrate as needed<\/li>\n<\/ul>\n\n\n\n<p>Join us for this year&#8217;s summit to learn how and why you should &#8220;frontload the urgency&#8221; for transitioning to cloud accounting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-relying-on-a-manual-quote-to-cash-cycle\"><strong>Relying on a manual quote-to-cash cycle<\/strong><\/h3>\n\n\n\n<p>Your company&#8217;s quote-to-cash cycle is one of the most pivotal processes you can automate. If you&#8217;re relying on manual quote-to-cash workflows, you&#8217;re holding your organization back in a big way.<\/p>\n\n\n\n<p>On June 5, we&#8217;ll be discussing:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why quote-to-cash should be your top priority for automation<\/li>\n\n\n\n<li>How your finance team and sales team can work together seamlessly<\/li>\n\n\n\n<li>Concrete steps to gain confidence with quote-to-cash automation<\/li>\n<\/ul>\n\n\n\n<p>Are legacy workflows interfering with your cash flow? There&#8217;s a better way forward.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"join\"><strong>Join us for the Modern SaaS Finance Forum<\/strong><\/h2>\n\n\n\n<p>That&#8217;s just the start of what you&#8217;ll learn at this year&#8217;s forum. <\/p>\n\n\n\n<p>If you&#8217;re ready for the insights and strategies you need to win your market in 2024 and beyond, join us for this full-day event. <\/p>\n\n\n\n<p>It\u2019s an incredible opportunity to learn from and connect with 2,000+ SaaS finance leaders, investors, and industry experts.<\/p>\n\n\n\n<p><a href=\"https:\/\/sagesaas.vfairs.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Click here<\/strong><\/a> to reserve your spot at the <strong>Modern SaaS Finance Forum.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Join us at the the Modern SaaS Finance Forum. <\/p>\n<p>It\u2019s a chance for CFOs to learn cutting-edge financial strategies from industry leaders.<\/p>\n","protected":false},"author":1433,"featured_media":20154,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[49],"tags":[427,396,304,154,250],"business_type":[41],"lilypad":[],"context":[418],"industry":[],"persona":[100],"imagine_tag":[440,444,233,471,501],"coauthors":[599],"class_list":["post-23173","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trends-insights","tag-cfo","tag-cfo-3-0","tag-digital-transformation","tag-technology","tag-workplace-of-the-future","business_type-growing-business"],"sage_meta":{"region":"en-us","author_name":"David Appel","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1401340906.jpg","imagine_tags":{"440":"Intacct Financial Services","444":"Intacct Medium Business","233":"Medium Businesses","471":"SaaS","501":"Subscription Saas David Appel"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/23173","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1433"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=23173"}],"version-history":[{"count":1,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/23173\/revisions"}],"predecessor-version":[{"id":34567,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/23173\/revisions\/34567"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/20154"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=23173"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=23173"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=23173"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=23173"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=23173"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=23173"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=23173"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=23173"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=23173"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=23173"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}