more-arw search

Webinar Recording

Your Step-by-Step Guide to Building Subscription Financial Models

Date: Tuesday, March 31, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Subscription based businesses are attractive because their repeating nature offers a more stable and predictable future. However, managing the financials of a subscription offering is a complex undertaking. The underlying financial model for a subscription business must reflect your organization’s present and future - which is vastly different than a traditional financial reporting process concerned with the past – It is also an essential component for planning, building, and managing a subscription business.

Whether you’re about to launch, or already operating, a subscription business this webinar provides a step-by-step guide for building the right financial model.

You’ll learn steps to help you:

  • Prepare a top-down and bottoms-up forecast
  • Build expense models appropriate for your revenue forecast
  • Forecast profit and cash requirements
  • Update the model using subscription metrics and benchmarks
After attending this event you will be able to:
Understand the objectives of a financial model
Learn how financial models vary by business type
Understand the traits of a robust financial model


Dave Key, Managing Director, Cloud Strategies
Dave Key
Managing Director, Cloud Strategies
Dave Key is a renowned SaaS thought leader who has built and advised SaaS companies for the last 14 years. Dave currently assists companies with their SaaS strategy and execution to thrive in a world moving to the cloud and mobile platforms. Dave was on the founding teams of FileNet (acquired by IBM for $1.6B), FieldCentrix, and YouMail. As the founding head of software at FileNet, Dave’s team created the world’s first production Enterprise Content Management System (ECM), and the world’s first Business Process Management (BPM) software. Dave was the founding CEO of YouMail, the second largest independent voicemail and smart phone personal digital assistant app. Dave was also Chairman of Zeacom Inc., a leading SMB contact center company. Dave has spearheaded strategic alliances of leading technology companies including Oracle, IBM, and Microsoft. Dave has an undergraduate degree in computer science from UC Riverside and has an MBA, Beta Gamma Sigma, from the UC Irvine Merage School of Business.
Mark Gervase, Cloud Financials Strategist, Intacct
Mark Gervase
Cloud Financials Strategist, Intacct
Mark is responsible for Intacct’s product positioning, messaging, and go to market strategies with a focus on the software and SaaS industry. Prior to Intacct he marketed mobile collaboration applications for Cisco Systems, specializing in cloud, BYOD, mobile devices and applications, and wireless technologies. Earlier in his career, he worked as a CPA at a large public accounting firm with experience in taxation, audit, forensic accounting, and litigation support with a focus in the sports, entertainment, gaming, and hospitality industries. Mark has a Bachelors Degree in Economics and a Masters in Business Administration from the University of California, Berkeley.
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.