A talk by David Appel.

For many growing SaaS and subscription-based businesses, spreadsheets are the preferred choice for managing the budgeting and planning process. Unfortunately, virtually every growing SaaS business realizes that the simplicity of Excel is soon overtaken by the limitations that emerge. Perhaps your organization has already run up against some of these barriers: version control, formula errors, and incomplete assumption modeling.

Join us on this session to:

·   Understand the budgeting and planning challenges you are likely to face

·   Learn the FP&A lifecycle and where you can scale each step

·   Apply the Do’s and Don’ts in rolling our your process and model

·   Hear how automation helped Logisense improved gross margin 45% with better forecasting 

·   See a live demo of Sage Intacct Planning