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Market changes are coming fast – and with it, bigger challenges for B2B SaaS finance leaders like you. Tight capital, shifting markets, and pressure to do more with less. The CFO Forum is where you’ll get the playbook to stay ahead. Connect with top finance minds, tackle fundraising and growth hurdles, and walk away with the strategies to drive efficiency and scale sustainably. Don’t just react to the market – lead it.
This event is for CFOs, finance leaders, and executive teams at B2B SaaS companies looking to stay ahead of the curve. If you’re navigating challenges like scaling efficiently, managing growth, or understanding the impact of AI on SaaS finance, this forum is built for you.
Learn, share, and connect with others who understand the unique pressures and opportunities of leading finance in SaaS.
The role of a SaaS CFO is rapidly evolving. From AI-driven forecasting and revenue optimization to navigating market uncertainty, today’s finance leaders are at the forefront of strategic innovation. Staying ahead isn’t just a competitive advantage—it’s a necessity. This forum is your opportunity to gain fresh perspectives, exchange ideas with peers, and lead your organization into the future with confidence.
We’re excited to announce that the CFO Forum at SaaStock USA will offer Continuing Professional Education (CPE) credits through our partnership with Baker Tilly. This is a unique opportunity for finance leaders to enhance their professional development while gaining valuable insights from top industry experts. Attendees can earn CPE credits by participating in eligible sessions, ensuring they stay ahead in their field while meeting continuing education requirements.
By attending you will learn:
How to implement and leverage AI to streamline operational efficiency.
How to overcome increasing pressure of driving financial efficiency across the business.
How to perfect your reporting and forecasting alongside managing your board.
How to effectively manage cash, churn and the health of most important metrics.
How to become the A-player for supporting growth, funding GTM motions and benchmarking results.
How to best prioritise your security, compliance and financial risk.
Brian Gwiazdowski
VP Portfolio Strategic Finance, Primary Venture Partners
Ben Murray
Founder, The SaaS CFO
Ray Rike
Founder, Benchmarkit
Daniel Lentz
CFO, BigCommerce
Michael Chernov
Financial Controller, Centerbase
CFOs, Senior Finance Leaders and Investors of technology companies with an emphasis in SaaS, AI, and Cloud.
There are no prerequisites for this event, and advance preparation is not required.
A certificate of completion will be emailed to you four to six weeks after the event.
CPE credit: Up to four (4) hours total credit
Level: Basic
Field of study: Specialized knowledge
CPE host: Shannon Gnesda
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.
Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: nasbaregistry.org.
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