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The Role Forward: SaaS Pitch Decks

In this episode of The Role Forward podcast, our host Joe Michalowski is joined by John Luttig, a Principal at Founders Fund and Mosaic Co-Founder and COO, Joe Garafalo. They chat about the building blocks of a SaaS pitch deck, the CAC Payback Period metric, and how to address investors' most significant concerns in your pitch.


The Role Forward: Cash Optimization and Investing

In this episode of The Role Forward, our host Joe Michalowski welcomes Brad Silicani, the Head of Finance and Operations at Anrok. They get into the state of the economy and cash management, how to kick your cash in the right direction to get to market, and the relationship between tax and cash optimization.


The Role Forward: Strategic Accounting

In the new episode of The Role Forward, host Joe Michalowski welcomes Howard Katzenberg, the Founder and CEO of Glean. They get into the typical stereotypes around accounting, the best ways to make accounting more strategic, and the importance of building relationships and trust with other departments inside the company.


The Role Forward: Financial Data Management

In this episode of The Role Forward, we are joined by Aneal Vallurupalli, the CFO of Airbase. Aneal shares what it is like to build a data-driven company, the importance of creating a data engineering infrastructure, and how a freemium model helps companies add value to their customers' experience.

accounting automation the role forward with temi vasco

The Role Forward: Accounting Automation

In this episode of The Role Forward, Temi Vasco of Gem joins our hosts Joe Garafalo and Joe Michalowski to discuss why automation has been a game-changer in the accounting space. They also touch upon the importance of a healthy relationship between accounting and finance teams and emphasize that transparency is the key to every fruitful collaboration.


The Role Forward: Collaborative Budgeting

In this episode of The Role Forward, Brian Weisberg, Head of Finance and Business Operations at Tidelift, discusses the importance if mindful sales planning, the role of technology in the FP&A space, and why every company should perceive a finance leader as a team captain.


Venture Stories: Transforming Corporate Finance and Working with Investors

Our Co-Founder Joe Garafalo and Trevor Oelschig of General Catalyst share how finance is evolving and tips for building the best relationships with investors.


The Role Forward: Cash Flow Management

Andi Ruda, CEO and Founder of Rainbow CFO breaks down cash flow management essentials and why you shouldn't overcomplicate finance.


The CFO Tech Stack

Graham Stanton, Co-Founder of Peloton and now Founder of Avise, discusses the impact that the right tech stack has on business growth.


SaaS Pricing Strategies

Kalor Lewis, VP of Finance at Fivetran, dives into SaaS pricing strategies and how to go about choosing the best pricing model for your org.


The Art of Finance Transformation

Ajay Vashee, General Partner at IVP and former CFO of Dropbox, shares what it takes to build a more modern, strategic finance function.


Strategic Finance in B2B SaaS

One of the key attributes for the modern finance leader is the ability to "tell the story" that the data is telling - find out how you can do the same.

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