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Webinar Recording

Insights on Integrated Revenue Planning for SaaS Firms

Date: Monday, June 11, 2018
Time: 2:00 pm - 3:00 pm EDT
Planning processes are the foundation for making informed business decisions. However, integrated revenue planning continues to be a challenge for many software companies, particularly for those with recurring revenue models and complex recognition rules.

Join this webinar to hear how finance teams are rethinking and modernizing their end-to-end revenue processes and how finance can play a critical role in revenue and growth.
After attending this webinar, you will be able to:
Recognize the challenges of accurate and dynamic revenue planning for SaaS firms with multiple revenue streams
Understand best practices around collaboration, finance processes, and integrated systems to eliminate silos between finance, accounting and sales
Identify what improved revenue planning looks like, including the metrics that matter

Speakers

Ethan Carlson, Founder and CEO, Carlson Management Consulting
Ethan Carlson
Founder and CEO, Carlson Management Consulting
Ethan founded Carlson Management Consulting, a Cloud financial solutions and services firm, in 2010. He brings diverse financial and business experience from leadership roles with a number of private and publicly held companies. In his role at Carlson, he is focused on leading company strategy and business development. As a finance thought leader, he frequently speaks at conferences, seminars and other events. Carlson Management Consulting has been ranked 3 years in a row on the Inc. 5000 and 4 years in a row on the Boston Business Journal Fast 50.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor Carlson Management Consulting
Carlson Management Consulting - Carlson Management Consulting is an award-winning Cloud financial solutions and services firm, serving a growing list of customers nationwide and internationally. Carlson delivers ‘best in class’ Cloud solutions for Corporate Performance Management (CPM), Enterprise Resource Planning (ERP), Financial Controls and Automation, and Systems Integration as well as value-added consulting services to organizations of all sizes. With deep finance and technology expertise, Carlson helps customers gain operational and cost efficiencies by moving critical business processes to the Cloud. As thought leaders in finance and technology, Carlson consultants are frequent speakers at industry conferences, seminars and events. Carlson has been ranked 3 years in a row on the Inc. 5000 list of the fastest-growing private companies in the U.S.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits