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Coffee Chat: Accounting and Reporting Implications of the Outbreak on SaaS Businesses

Chris  Chiriatti Hitesh Ramani

Join other finance and accounting professionals for an informal discussion surrounding how the pandemic has specifically impacted SaaS accounting. 


In addition to sharing your own challenges and concerns, we will include a Big 4 subject area expert to help answer questions during the session.


SaaS business entities must carefully consider their unique circumstances and financial reporting and disclosure issues related to the outbreak of COVID-19.  They may be challenged in different ways, and financial reporting functions may need to address a variety of accounting, reporting, and internal control challenges.


We'll discuss:


Contract modifications

Extended payment terms

Waiver of minimum commitments

Variable considerations

Collectability



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Wednesday, April 15, 2020 at 2:00 PM

New York, NY

Confirmed guests

Pat Leahy
Parag Rajpal
Megan Carlson
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More (than) Money: Creating Positive Impact Beyond Cutting Checks

Tom FitzSimmons

Tom FitzSimmons, CFO at Payfone, hosts an invite-only dinner for finance leaders to discuss experiences and strategies for creating the most impact on the organization beyond managing budget. 


It's a classic finance department problem: every other department thinks finance simply controls the budget and hands out paychecks. In reality, Finance can create massive value for the company beyond just ensuring the company's value. Gather with other financial leaders to share insights, tactics, and tools for creating positive impact in addition to ensuring payday. 

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Thursday, September 26, 2019 at 6:30 PM

New York, NY

Confirmed guests

Tom Lanzetta
Adelina Pepenella
Matthew Gelb
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FinTech Fire: What to Watch Out for After an Exciting First Half

Eli Broverman

Eli Broverman, Co-Founder of Betterment, hosts an unmissable dinner and discussion around FinTech's trajectory in the second half of the 2019 and beyond. 


FinTech had an explosive second quarter raising $5.1BN in capital, more than any other venture-backed industry. From insurance to loans to robo-advisors, FinTech startups are making waves in every corner of the finance industry. Gather with other FinTech leaders to discuss the industry's growth and how it will continue to grow year over year. 

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Thursday, September 12, 2019 at 6:30 PM

New York, NY

Confirmed guests

Dee Choubey
Daniel Simon
Peter Lehrman
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Is This the Exit? Evaluating Exit Options

Chris Davis

Chris Davis, CFO of Managed by Q, hosts a dinner with other finances leaders to discuss evaluating or preparing for liquidity events. 


An exit is never off the table for growing companies. However, questions like "When to exit?", "How to exit?", even "Why exit?" are more difficult to answer than "How much wood can a woodchuck chuck?" Share experiences and insights with finance executives about evaluating exit opportunities. 

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Wednesday, July 10, 2019 at 6:30 PM

New York, NY

Confirmed guests

Adelina Pepenella
Brian Christu
Sandeep Gill
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Money Matters: Managing the Digital Cash Economy

Sonia Nagar

Join Sonia Nagar, Partner at Prtizker Group, for a night of good food, drink, and excellent conversation. Gather with other company leaders to discuss the impact of a cashless world. 


In a world where card and app are queens, managing, leveraging, and improving these alternate methods of payment requires insight and vision. Where does cryptocurrency fit in with digital payment apps? Will the QR code, so popular in China, ever make it to western markets? Meet with other founders and executives to discuss the future of consumer money management. Share insights, strategies, and tactics that will help your company navigate a cashless economy. 

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Monday, June 17, 2019 at 6:30 PM

Chicago, IL

Confirmed guests

Steve  Greenspon
Kunal Gulati
Jason Weingarten
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Finding "Big Short"-cuts in Deal Flows

Peter Lehrman

Join Peter Lehrman, CEO of Axial, for an invite-only dinner of company leaders. Meet with other executives to discuss when to buy, when to sell, and when to wait. 


We don't all need to have the outlook of The Big Short's Mark Baum. Hating the market doesn't help make businesses run, no matter how many famous people explain economic levers. Gather and share insights with other investment leaders that make finding and striking the right deals a cinch. 

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Thursday, June 06, 2019 at 6:30 PM

New York, NY

Confirmed guests

James Rohrbach
Emily Chen
Robert Henderson
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The Perfect Funnel: Creating the Most Effective User Experience to Drive Conversions

Ted McNamara

Join Ted McNamara, CFO and Treasurer for M. Gemi, for an invite-only dinner of company leaders. Meet with other executives to discuss the tactics and tools that create the perfect customer experience from start to sale. 


For any business with a website, the perfect funnel is the holy grail. Every click is another point where a potential customer could exit. Gather with other company leaders to discuss the insights and challenges present in crafting a flawless funnel that ensures a solid bottom line. 

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Tuesday, May 21, 2019 at 6:30 PM

Boston, MA

Confirmed guests

John Lara
Allison Daroie
Ricky Engelberg
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Navigating Regulation at the Same Speed of Innovation

Michele Teichner

Join  Michele Teichner, Chief Compliance Officer at TD Bank, for a night of good food, good drink, and even better conversation. Talk with other finance peers about the challenges and successes of balancing new technology and industry regulation. 


The speed new tools and technology develop far outpaces the regulations applied to these innovations. It begs the question: how does one infuse innovation into an organization while staying compliant? Join other finance professionals to discuss and discover the best tactics and strategies for disrupting while regulated.

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Thursday, April 04, 2019 at 6:30 PM

New York, NY

Confirmed guests

Carmine DeVito
John Rendina
Jessica Guild
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How Financial Services are Taking AI to the Next Horizon

Betty DeVita, ICD.D

Join Betty DeVita,  Chief Commercial Officer at Mastercard, for a private, invite-only dinner with New York's top executives leading the banking industry.


You'll enjoy great food and drink, mingle with peers and share ideas during a dinner conversation around

the role that emerging technologies, such as robotic process automation and AI have on the banking industry and the challenges associated with it. We hope you can join us for a memorable meal.

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Wednesday, February 20, 2019 at 6:30 PM

New York, NY

Confirmed guests

Michele Teichner
Carrie Jaquith
Adrianne Kadzinski
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New York CFO Dinner

Amy Wu

Join Amy Wu, CFO at Discovery Communications, for a private, invite-only dinner with Finance Executives in the New York area.


You'll enjoy great food and drink, mingle with peers who share your professional challenges, and share ideas . We hope you can join us for a memorable meal.  See you on November 27th!

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Tuesday, November 27, 2018 at 6:30 PM

New York, NY

Confirmed guests

Amir Feder
Brian Christu
Andrea Blankmeyer
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