Thursday, June 9

8:30 a.m. - 9:00 a.m.

Registration, Breakfast & Networking

9:00 a.m. - 9:10 a.m.

Welcome Remarks


Rhianna Collier, VP & Managing Director, Software & Services Division, SIIA

9:10 a.m. - 9:40 a.m.

State and Local Tax Update

Managing tax risk for cloud vendors and purchasers is rapidly becoming as bad as the drive from Denver International Airport to downtown Denver.  This session will provide an overview of state and local income and sales tax issues facing companies who use or sell cloud based services and content. Changes to rules adopted by the Colorado Department of Revenue will be highlighted. Unlike the tax rules for the tangible world, high-tech spend faces enormous uncertainty. This session is intended to give the attendees a sense of how best to navigate that uncertainty while eliminating or reducing tax exposure.


Carolynn Kranz, Chief Operating Officer, Industry Sales Tax Solutions

9:40 a.m. - 10:30 a.m.

Preparing the Company for Financing and Due Diligence

Many software companies see a transaction with a private equity firm or strategic buyer as key to their exit strategy.  As a CFO, your role in the sale of your business can be particularly important to a successful outcome.  CFOs often provide process leadership and financial due diligence, which is a critical part of the process.  Our panel will share experiences, best practices and recommendations.


Bill Pollatos, Partner, Transaction Advisory Services, Grant Thornton


Dan Ghammachi, Managing Director, K1 Capital

10:30 a.m. - 10:45 a.m.

Networking Break

10:45 a.m. - 11:35 a.m.

Revenue Recognition: The Key to Telling Your Money Story

How well can you tell your company’s “money story” - how revenue is generated, cash flow managed, and the financial viability of the organization today and into the future? Revenue recognition, a critical component in telling your money story, is one of the most challenging areas for software industry CFOs and Controllers. In this session you will learn from companies that have created end to end revenue recognition processes that accurately calculate revenue allocations with full audit trails, centralized control and compliance monitoring – making it easier to tell their money story to investors, the board, regulators and other constituents. This Finance executive panel will also weigh in on the new converged standard, ASC 606, and how it will ultimately impact software and high tech companies.


Kimberly Odom, Director, Marketing, Software Vertical, NetSuite


Tom Kelly, Founding Partner, Cumula 3 Group LLC

Christopher Miller, Director, Finance Center of Excellence, NetSuite

11:35 a.m. - 12:25 p.m.

Finance: A Strategic Partner

Finance is often viewed as the keeper of numbers and history. But in software companies, finance must play a strategic role in shaping company strategy and driving growth. Hear from a panel of finance leaders how they partner with the CEO, sales, and product leaders to shape the future of their growing organizations.


Vijay Ramakrishnan, Senior Director, Product Marketing, Intacct


Pete Galligan, CFO, Digabit

Jim Johnson, CFO, Adaptive Insights

12:25 p.m. - 1:15 p.m.

Networking Lunch

1:15 p.m. - 1:45 p.m.

Federal Legislative Update 2016: New Opportunities for Software and Tech Executives

When it comes to the world of tax, last year proved to be one of the most productive in years, with Congress passing new legislation that will be of great importance to software and technology executives going forward.

Please join us on June 9 as former IRS Acting Commissioner and alliantgroup National Director of Tax, Steven Miller, offers his insight on a number of major tax policy changes and how this should impact the strategic planning of executives in the software and tech industry. The former commissioner will also provide a forecast of anticipated policy that we might see in 2016 and in the years ahead.


Steven Miller, Former IRS Acting Commissioner & National Director of Tax, alliantgroup

1:45 p.m. - 2:35 p.m.

The Data-Driven Enterprise: Metrics, Benchmarks and Best Practices

Data driven companies have been proven to be more efficient at maximizing growth and resources than other companies. In the software and SaaS sector, defining the metrics and finding comparable benchmarks can be challenging for Finance leaders.  What are the best practices in defining and using key financial and operational metrics, especially non GAAP metrics like Customer Acquisition Cost and Customer Lifetime Value?   What are the best practices for building one source of truth with executive management, the board and investors?  This panel of executives will share their experience and answer audience questions on this subject.


Lauren Kelley, CEO & Founder, OPEXEngine


Rob Belcher, Partner, SaaS Capital

Adam Cecil, CFO, CommercialTribe

Amy Marmolejo, CFO, Tendril

Yancey Spruill, CFO, Sendgrid

2:35 p.m. - 3:25 p.m.

Today's New Finance Operations - How to Improve Efficiencies to Deliver Greater Value

Finance's new role as a strategic partner requires an overhaul of traditional finance functions. To be more effective current processes need to be more efficient and less costly, the right data must be consumed and analyzed, and value outside the traditional finance function must be delivered. By taking steps to improve financial operations you can improve business process execution and cash management, better budget and forecast, increase profit margins and lower costs. In this session, top performing company CFOs will discuss strategies for improving financial operations at various stages of growth.


Rob Ganjon, SVP & CFO, Inspirato

Hubert Gassner, CFO, OmniTRAX

Jennifer Panning, CFO, Apto

3:25 p.m. - 3:30 p.m.

Closing Remarks

3:30 p.m. - 4:30 p.m.

Networking Happy Hour