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About This Webinar
Billing, revenue, and usage data is needed to guide decisions, but too often that data lives in static reports and fragmented systems, making it harder for executive leadership to move quickly with confidence.
Join Maxio’s executive team in this four-part series to see how our CEO, CPO, CFO, and Head of Sales use Maxio Model Context Protocol (MCP) to help run the business. Across this series, each leader will walk through real examples and actual prompts they use to get the insights they need to guide decision-making.
When:
Wednesday, May 13, 2026 · 3:00 p.m. · Eastern Time (US & Canada)
Duration: 1 hour
Language:
English
Who can attend? Everyone
Dial-in available?
(listen only): No
Featured Presenters
Head of Sales
Monica Lee is the Head of Sales at Maxio, where she leads the company's go-to-market strategy and revenue organization, helping B2B SaaS companies scale through modern financial operations. Before joining Maxio, Monica spent over a decade at NetSuite in progressive leadership roles, most recently as Regional Vice President. There, she built and coached top-performing teams focused on helping SMBs implement cloud ERP solutions to streamline operations and drive growth, earning consistent recognition across both New Business and Account Management.
Monica began her career in business development, building deep expertise in SaaS, ERP, and ensuring the businesses she partnered with built a lasting operational foundation for long-term success. She holds a Bachelor of Science in Business Marketing from the University of Wisconsin–La Crosse.
Monica began her career in business development, building deep expertise in SaaS, ERP, and ensuring the businesses she partnered with built a lasting operational foundation for long-term success. She holds a Bachelor of Science in Business Marketing from the University of Wisconsin–La Crosse.
CFO
Dan Owens is the Chief Financial Officer at Maxio, bringing over two decades of leadership experience in both public (Nasdaq-listed) and private-equity backed tech companies. Dan has built his career on guiding companies through start-ups, turnarounds, and rapid expansion, leveraging his deep financial expertise to drive strategic growth and maximize profitability.
His career highlights include leading mergers and acquisitions, managing software revenue recognition, and implementing tax and treasury strategies. Dan’s expertise in SEC reporting, Sarbanes-Oxley compliance, and credit facility management has been critical in building a strong financial foundation for Maxio. He is also deeply involved in system implementations, operational reporting, and investor relations.
As a key member of Maxio’s executive leadership, Dan partners closely with the CEO and C-suite to drive business strategy. His leadership style focuses on staff development, fostering a culture of excellence while ensuring financial operations align with long-term goals. With extensive board-level interaction, Dan’s strategic insight continues to play an integral role in Maxio’s success.
His career highlights include leading mergers and acquisitions, managing software revenue recognition, and implementing tax and treasury strategies. Dan’s expertise in SEC reporting, Sarbanes-Oxley compliance, and credit facility management has been critical in building a strong financial foundation for Maxio. He is also deeply involved in system implementations, operational reporting, and investor relations.
As a key member of Maxio’s executive leadership, Dan partners closely with the CEO and C-suite to drive business strategy. His leadership style focuses on staff development, fostering a culture of excellence while ensuring financial operations align with long-term goals. With extensive board-level interaction, Dan’s strategic insight continues to play an integral role in Maxio’s success.
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