SaaS Finance Symposium
Stay tuned for the SaaS Finance Symposium in 2025 - details coming soon
Sage and Baker Tilly were thrilled to host our inaugural SaaS Finance Symposium at the MLB™ headquarters in New York. It was great to bring together SaaS leaders to network, gain valuable insights and learn. We’re already excited for the second annual SaaS Symposium and hope to see you there next year!

Learn why the SaaS Finance Symposium is a can't miss event
View the sessions from last year's Symposium
Explore standout topics from last year’s SaaS Finance Symposium and prepare for an even more insightful and engaging experience next year!
The future of AI in SaaS finance
- Aaron Harris, Chief Technology Officer, Sage Global
Discover how AI can revolutionize finance and accounting operations through intelligently automating routine tasks, continuous accounting and assurance, more precise forecasting and enhanced decision-making. Join Aaron as he discusses the challenges of risk, ethics, trust and compliance that come with this emerging technology in a finance context. Watch as he unveils how Sage Intacct is integrating these cutting-edge capabilities while considering the unique challenges and opportunities of AI. Uncover the future of AI in finance and its strategic implications for your SaaS business.
SaaS industry trends shaping the future
- Travis Drouin, National Technology Industry Leader, Baker Tilly
An insightful session on the current trends transforming the SaaS industry. Join Travis as he explores topics such as how companies are balancing growth and operational efficiency, the impact of artificial intelligence, rise of vertical SaaS and more. Understand how these emerging trends are shaping the future of the SaaS landscape.
Unpacking 2024 B2B SaaS industry benchmarks
- Ray Rike, Founder & CEO, Benchmarkit
Interested in understanding how your SaaS business stacks up? This session will uncover the unique insights from Benchmarkit's 2024 B2B SaaS Metrics Benchmark Report compiled from data provided by hundreds of SaaS companies. Join in as Ray discusses the findings of his annual survey on critical performance metrics such as client acquisition cost, net retention, and growth rates. Ray will provide actionable conclusions and team management tips based on the survey results.
The strategic evolution of the SaaS CFO
- David Appel, Global Head, Subscription and SaaS Vertical, Sage Intacct
Listen in as we delve into the transformation of the SaaS CFO role from traditional financial management to strategic leadership. Join David as he tackles how the CFO plays an integral role in collaborating and crafting business strategy across the organization, and the expansion of responsibilities beyond the financials.
Decoding SaaS metrics for strategic decision-making
- Chris Price, Director – SaaS Vertical, Baker Tilly
Join us as we delve deeper into essential metrics that SaaS CFOs must track, including monthly recurring revenue (MRR), customer acquisition cost (CAC), lifetime value (LTV) and churn rate. Listen in as Chris provides practical strategies for leveraging these metrics to drive informed business decisions and optimize financial outcomes.
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