Upcoming CFO Roundtable
Future-Ready Finance: Data Transparency & Tech Excellence
This roundtable will explore the essentials of building a future-ready finance function, focusing on best practices for creating a transparent data foundation and optimizing your tech stack for SaaS success.
Learn how to eliminate data silos, enhance real-time visibility across key SaaS metrics like ARR, MRR, and churn, and leverage automation to streamline financial workflows. Discover actionable insights and expert strategies to integrate financial, operational, and customer data tools seamlessly.
Master the challenges of scaling your systems and processes as your organization grows. Leave this session equipped with the confidence to make informed and impactful decisions that drive growth and operational efficiency in 2025 and beyond.
- Date: Thursday, January 30th
- Time: 1pm EST / 12pm CST / 10am PST
- Location: Virtual
Save Your Seat
Trusted by Top Finance Leaders
What to Expect
Join financial leaders to explore optimizing SaaS operations through data transparency, automation, and seamless tech integration. In this roundtable we’ll discuss key strategies for managing ARR, aligning teams, and driving scalable growth with actionable insights.
Agenda
Welcome | Introductions
Keynote | Unlocking Growth Through Data Transparency
Case Studies | Work Through Real-Life Cases
Interactive Q&A | Engage and Learn from Industry Experts
Wrap-Up | Key Takeaways
About Discern
Discern is an advanced AI-powered analytics platform designed for B2B SaaS companies, specializing in automated calculations of ARR, MRR, NRR, and GRR. By automating complex subscription scenarios—including free periods, late renewals, and usage-based pricing—Discern ensures 100% accurate and consistent revenue reporting.
With Discern, finance teams eliminate manual calculations, align cross-functional metrics, and make data-driven decisions with confidence. Our platform enhances financial reporting and operational efficiency, empowering SaaS leaders to stay ahead in today’s dynamic business environment.
Case Study
The Challenge
After experiencing five acquisitions within a single year, ScalePad faced mounting complexity in managing customer subscription and transaction data across multiple systems. Without detailed upsell, cross-sell, contraction, and churn data by product or segment, it was difficult to access the information needed to pinpoint trends and make informed decisions.
Discern’s Solution
By unifying data in ScalePad’s multiple billing systems, standardizing data processes, and applying custom logic, Discern successfully automated ScalePad’s MRR/ARR calculation with visibility into underlying details.