{"id":23481,"date":"2024-06-14T08:45:40","date_gmt":"2024-06-14T12:45:40","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=23481"},"modified":"2026-02-12T04:06:07","modified_gmt":"2026-02-12T09:06:07","slug":"board-management-guide-saas-cfos","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/board-management-guide-saas-cfos\/","title":{"rendered":"How to best work with your Board of Directors: Tips and tools for SaaS CFOs"},"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\/people-leadership\/\" class=\"entry-header__link\">People &amp; Leadership<\/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\tHow to best work with your Board of Directors: Tips and tools for SaaS CFOs\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=\"2024-06-14T08:45:40-04:00\">June 14, 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=\"How to best work with your Board of Directors: Tips and tools for SaaS CFOs\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/board-management-guide-saas-cfos\/\"\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\">\n\t\t\t<div class=\"co-authors\">\n\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<\/div>\n\t\t<\/div>\n\n\n\n<p>Board management is something all SaaS CFOs have to deal with, so it&#8217;s worth taking the time to get it right. <\/p>\n\n\n\n<p>What does your board of directors expect of you, and how can you most effectively measure your progress in that direction? <\/p>\n\n\n\n<p>Just as importantly, do you know what to avoid at board meetings and what red flags to watch out for?&nbsp;<\/p>\n\n\n\n<p>In this article, we&#8217;ll set you up to manage your board successfully and build a profitable working relationship. <\/p>\n\n\n\n<p>What that looks like depends on whether your organization is backed by private equity (PE) or venture capital (VC) funding.<\/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<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-for-saas-cfos-board-management-differs-based-on-context\" data-level=\"2\">For SaaS CFOs, board management differs based on context<\/a><\/li><li><a href=\"#h-what-does-a-pe-board-want-to-see\" data-level=\"2\">What does a PE board want to see?<\/a><\/li><li><a href=\"#h-visualize-your-data-in-board-meetings\" data-level=\"2\">Visualize your data in board meetings<\/a><\/li><li><a href=\"#h-understanding-your-pe-board\" data-level=\"2\">Understanding your PE board<\/a><ul><li><a href=\"#h-what-is-the-board-s-investment-thesis\" data-level=\"3\">What is the board&#8217;s investment thesis?<\/a><\/li><li><a href=\"#h-what-will-growth-look-like\" data-level=\"3\">What will growth look like?<\/a><\/li><li><a href=\"#h-where-will-m-amp-a-come-from\" data-level=\"3\">Where will M&amp;A come from?<\/a><\/li><\/ul><\/li><li><a href=\"#h-keeping-your-vc-board-happy\" data-level=\"2\">Keeping your VC board happy<\/a><\/li><li><a href=\"#h-a-red-flag-to-watch-out-for\" data-level=\"2\">A red flag to watch out for<\/a><\/li><li><a href=\"#h-best-practices-for-your-next-board-meeting\" data-level=\"2\">Best practices for your next board meeting<\/a><ul><li><a href=\"#h-1-prioritize-transparency-with-your-board\" data-level=\"3\">1. Prioritize transparency with your board<\/a><\/li><li><a href=\"#h-2-show-up-with-solutions-not-questions\" data-level=\"3\">2. Show up with solutions, not questions<\/a><\/li><li><a href=\"#h-3-give-them-more-than-numbers\" data-level=\"3\">3. Give them more than numbers<\/a><\/li><\/ul><\/li><li><a href=\"#h-get-the-board-management-strategies-you-need\" data-level=\"2\">Get the board management strategies you need<\/a><\/li><\/ul><\/div>\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\">Sage Intacct SaaS intelligence<\/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><!-- wp:paragraph --><\/p>\n<p class=\"\">To learn more about the impact your metrics can have on your company\u2019s success, check out our video on using your KPIs to tell your story to VC investors.<\/p>\n<p><!-- \/wp:paragraph --><\/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-b3d14ffd-f3f5-4366-88d5-f3506d810432\"\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>Watch now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1313264835-1215x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1313264835-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-for-saas-cfos-board-management-differs-based-on-context\"><strong>For SaaS CFOs, board management differs based on context<\/strong><\/h2>\n\n\n\n<p>Your board members will have different strategic goals you&#8217;ll need to meet depending on whether you&#8217;re dealing with a PE or VC organization. <\/p>\n\n\n\n<p>SaaS CFOs must be attuned to these nuances because an effective board meeting boils down to two primary factors:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>What you choose to communicate<\/li>\n\n\n\n<li>How you choose to communicate it<\/li>\n<\/ol>\n\n\n\n<p>As we&#8217;ll see, the best approach to point number two remains the same regardless of whether you&#8217;re at a PE or VC SaaS company.<\/p>\n\n\n\n<p>(Hint: it involves transparency and storytelling.)<\/p>\n\n\n\n<p>But there are subtle differences in <strong>what <\/strong>you need to communicate to your board, depending on which type of company you&#8217;re at.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-does-a-pe-board-want-to-see\"><strong>What does a PE board want to see?<\/strong><\/h2>\n\n\n\n<p>In both PE and VC board meetings, you&#8217;ll want to kick things off at a high level and then drill down into specifics.<\/p>\n\n\n\n<p>Don&#8217;t dive straight into the profit and loss statement and get lost in the weeds with a barrage of follow-up questions. Start with your metrics and work your way into denser topics.&nbsp;<\/p>\n\n\n\n<p>For PE SaaS CFOs, some of the KPIs you&#8217;ll want to focus on include:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-customer-acquisition-cost\"><strong>Customer acquisition cost<\/strong><\/h4>\n\n\n\n<p>Your customer acquisition cost (CAC) should be front-and-center because it shows board members how much sales resistance you&#8217;re encountering. <\/p>\n\n\n\n<p>PE board members want to see a consistently low CAC because it signals that people are drawn to your product, and just as importantly, there&#8217;s more capital available for business reinvestment.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-recurring-revenue\"><strong>Recurring revenue<\/strong><\/h4>\n\n\n\n<p>Annual and monthly recurring revenue (ARR and MRR) are highly important to a PE company&#8217;s board. <\/p>\n\n\n\n<p>In addition to padding the company&#8217;s bottom line, a strong ARR and MRR show your board of directors that the financial strategies you&#8217;ve been implementing are paying off.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-cac-to-clv-ratio\"><strong>CAC to CLV ratio<\/strong><\/h4>\n\n\n\n<p>Your customer lifetime value (CLV) tells you the average amount of money each customer spends with you before they churn. <\/p>\n\n\n\n<p>In addition to expecting a low CAC, a PE board of directors will want that matched by a high CLV. <\/p>\n\n\n\n<p>Your company&#8217;s CAC to CLV ratio offers an important snapshot of your financial health.<\/p>\n\n\n\n<p>A large part of successfully managing your board lies in your method of presentation. How you approach conveying your metrics and other financial data to board members is key to a board meeting&#8217;s success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-visualize-your-data-in-board-meetings\"><strong>Visualize your data in board meetings<\/strong><\/h2>\n\n\n\n<p>When you present to your board, you want to give them the clearest possible picture of what&#8217;s happening at the company. <\/p>\n\n\n\n<p>For SaaS CFOs,<a href=\"https:\/\/www.sage.com\/en-us\/blog\/why-data-visualization-is-important-for-financial-storytelling\/\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>data visualization and financial storytelling<\/strong><\/a> are the best ways to achieve that.&nbsp;<\/p>\n\n\n\n<p>SaaS companies deal with massive amounts of financial data, and it&#8217;s almost impossible to weave it into a cohesive narrative without some way to visualize it.<\/p>\n\n\n\n<p>In SaaS finance, data visualization involves using AI software to turn your dry financial data into role-based dashboards, pie charts, line and bar graphs, and other visual aids.&nbsp;<\/p>\n\n\n\n<p>Using organized and compelling images to convey your points will help you tell a cohesive financial story instead of just putting numbers on a screen. <\/p>\n\n\n\n<p>However, data visualization isn&#8217;t the only way to reach mutual clarity with your board.<\/p>\n\n\n\n<p>You also need to take the time to understand where <strong>they&#8217;re<\/strong> coming from.<\/p>\n\n\n\n<div class=\"single-cta\">\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\">Sage Copilot<\/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><!-- wp:paragraph --><\/p>\n<p class=\"\">Learn about our new generative AI-powered assistant that tackles your to-do list, automates tasks, and recommends ways to help you make savings and drive improvements.<\/p>\n<p><!-- \/wp:paragraph --><\/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=\"https:\/\/www.sage.com\/en-us\/sage-copilot\/\"\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\tid=\"cta-id-22188\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-button-location=\"cta_box\"\n\t\t\t\t\t\t\t\t\t\t\t>Find out about Sage Copilot<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1215\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1459190037-1215x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1459190037-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-understanding-your-pe-board\"><strong>Understanding your PE board<\/strong><\/h2>\n\n\n\n<p>To formulate winning business strategies as a SaaS CFO, you have to understand your board&#8217;s frame of reference in detail. <\/p>\n\n\n\n<p>That means asking some questions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-the-board-s-investment-thesis\"><strong>What is the board&#8217;s investment thesis?<\/strong><\/h3>\n\n\n\n<p>You need an in-depth understanding of your board&#8217;s investment thesis. <\/p>\n\n\n\n<p>Without knowing their exact plan to generate returns, you won&#8217;t be able to tailor your strategies to their expectations and specific needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-will-growth-look-like\"><strong>What will growth look like?<\/strong><\/h3>\n\n\n\n<p>Does your board want to focus on inorganic growth through mergers and acquisitions (M&amp;A) or aim for organic growth? <\/p>\n\n\n\n<p>As with their investment thesis, knowing their plans and preferences around growth will help you craft appropriate strategies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-where-will-m-amp-a-come-from\"><strong>Where will M&amp;A come from?<\/strong><\/h3>\n\n\n\n<p>You also need to know what form M&amp;A activity will take. Is your board envisioning vertical expansion or vertical penetration?&nbsp;<\/p>\n\n\n\n<p>If you don&#8217;t know the answers to these questions, take the time to nail these things down. <\/p>\n\n\n\n<p>As the CFO, it&#8217;s <strong>essential <\/strong>that you<strong> <\/strong>understand where your board is coming from.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-keeping-your-vc-board-happy\"><strong>Keeping your VC board happy<\/strong><\/h2>\n\n\n\n<p>What about VC board meetings? As with PE boards, you&#8217;ll want to focus on revenue, EBITDA, and your SaaS KPIs. <\/p>\n\n\n\n<p>However, there are a few contextual differences to keep in mind.&nbsp;<\/p>\n\n\n\n<p>When presenting to a VC board, you&#8217;ll want to hone in on the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Costs and<a href=\"https:\/\/www.sage.com\/en-us\/blog\/cost-efficient-saas-cfo-slash-your-burn-rate-today\/\"> <strong>cash burn rate<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d5d8fbee31e&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d5d8fbee31e\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"700\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/06\/Article-2-1.jpg\" alt=\"\" class=\"wp-image-23492\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/06\/Article-2-1.jpg 1024w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2024\/06\/Article-2-1-768x525.jpg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales and marketing spend<\/li>\n\n\n\n<li>CAC payback period<\/li>\n\n\n\n<li>Customer retention<\/li>\n\n\n\n<li>Consistent top line growth<\/li>\n<\/ul>\n\n\n\n<p>One of the core questions a VC board will ask is, <strong>\u201cAre we on track for our next funding round?&#8221; <\/strong><\/p>\n\n\n\n<p>Your board wants to know that you&#8217;ll be able to<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hit-your-funding-objectives-across-your-company-lifecycle\/\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>hit your funding objectives across your company lifecycle<\/strong><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-red-flag-to-watch-out-for\"><strong>A red flag to watch out for<\/strong><\/h2>\n\n\n\n<p>Whether you&#8217;re the CFO of a PE or VC SaaS company, one thing should <strong>never <\/strong>happen in a board meeting. <\/p>\n\n\n\n<p>You never want your board to have to get involved in tactical matters.<\/p>\n\n\n\n<p>Tactics are for you and the CEO; your board wants to worry about corporate governance, their exit path, and high-level strategic matters rather than the company&#8217;s day-to-day.&nbsp;<\/p>\n\n\n\n<p><strong>Before we wrap up, we&#8217;ll discuss three best practices for your next board meeting.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices-for-your-next-board-meeting\">Best practices for your next board meeting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-prioritize-transparency-with-your-board\"><strong>1. Prioritize transparency with your board<\/strong><\/h3>\n\n\n\n<p>A good rule of thumb for the board-CFO relationship is to keep your board \u201cover-informed.&#8221; <\/p>\n\n\n\n<p>If a problem is brewing, you might be tempted to sweep it under the rug, thinking you can handle it before it boils over.&nbsp;<\/p>\n\n\n\n<p>That represents a glaring lack of transparency. <\/p>\n\n\n\n<p>Always be forthright with your board, especially when the news is less-than-pleasant. <\/p>\n\n\n\n<p>Transparency is the foundation of a productive relationship with your board and will help them see you as someone they can trust.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-show-up-with-solutions-not-questions\"><strong>2. Show up with solutions, not questions<\/strong><\/h3>\n\n\n\n<p>When monthly or quarterly board meetings roll back around, be the person who shows up with a plan. <\/p>\n\n\n\n<p>Your board is counting on you and the CEO to be problem-solvers who can drive long-term revenue growth.<\/p>\n\n\n\n<p>When you attend board meetings with solutions in tow rather than a laundry list of questions, you&#8217;re more likely to be seen as a high-caliber leader. <\/p>\n\n\n\n<p>In addition to being prepared with solutions, go the extra mile and draft a pro and con list for each of them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-give-them-more-than-numbers\"><strong>3. Give them more than numbers<\/strong><\/h3>\n\n\n\n<p>This point bears repeating. You&#8217;ll lose your audience in board meetings if you simply display numbers on a screen. <\/p>\n\n\n\n<p>Your board won&#8217;t be engaged and will likely struggle to form a cohesive business narrative for the prior month or quarter.<\/p>\n\n\n\n<p>Most people think in terms of images and stories much more easily than numbers. <\/p>\n\n\n\n<p>Leveraging role-based dashboards and other financial storytelling methods immediately gets everyone on the same page for effective board meetings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-get-the-board-management-strategies-you-need\"><strong>Get the board management strategies you need<\/strong><\/h2>\n\n\n\n<p>As much as we&#8217;ve covered here, it&#8217;s just the tip of the iceberg. Want to learn even more about vital topics like this?<\/p>\n\n\n\n<p>On June 5th, 2,000+ SaaS industry leaders, investors, and experts digitally gathered at the <strong>Modern SaaS Finance Forum<\/strong> to discuss board management and other core aspects of SaaS finance success. <\/p>\n\n\n\n<p>Hosted by Sage Intacct, the conference had three different learning tracks consisting of 20-minute sessions for CFOs, controllers, and RevOps managers at SaaS, AI, and high-tech companies. <\/p>\n\n\n\n<p>We&#8217;ve made each session digitally available, so you can listen to<a href=\"https:\/\/sagesaas.vfairs.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>as many or as few as your schedule permits<\/strong><\/a>.<\/p>\n\n\n<div class=\"single-cta\">\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\">Subscribe to our Sage Advice Newsletter<\/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>Get our latest business advice delivered directly to your inbox.<\/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-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\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>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Do you have the tools you need to make every board meeting efficient and productive? If not, we can help.<\/p>\n","protected":false},"author":1433,"featured_media":20125,"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":[47],"tags":[427,396],"business_type":[],"lilypad":[],"context":[418],"industry":[],"persona":[100,98],"imagine_tag":[471,501],"coauthors":[599],"class_list":["post-23481","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-people-leadership","tag-cfo","tag-cfo-3-0"],"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-1406179050.jpg","imagine_tags":{"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\/23481","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=23481"}],"version-history":[{"count":1,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/23481\/revisions"}],"predecessor-version":[{"id":34556,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/23481\/revisions\/34556"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/20125"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=23481"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=23481"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=23481"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=23481"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=23481"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=23481"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=23481"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=23481"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=23481"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=23481"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}