Finance and Finance-Adjacent Content Samples for Spectrum

Ben Murray is the founder of The SaaS CFO and The SaaS Academy, where he offers SaaS metrics, finance, and forecasting content and trainings. He’s also a Founding Member of the SaaS Metrics Standards Board. In this guide, Ben walks through the SaaS metrics every company should know, benchmarks for important metrics, and practices to create better tracking and reporting.

Paul Barnhurst is the founder of The FP&A Guy, a financial planning and analysis training and consulting advisory for small and mid-sized companies. He has 12+ years of Finance and FP&A experience, including roles at DigiCert, Solera, and as Lead Finance Officer at American Express. In this guide, he walks through building an FP&A function including hiring for your FP&A org, building a budget, and forecasting and reporting.

Mikhail Christiansen is the Founder & CEO of Swift Insights, a Business Intelligence Tool Consultancy that has worked with companies like Google, Verizon, and Johnson & Johnson. In this guide, Mikhail walks through popular BI tools, how to evaluate which best fits your organization, implementing a BI tool, and getting more out of your use.

Glenn Hopper is the CFO of Sandline Global and author of “Deep Finance: Corporate Finance in the Information Age”. He’s also an adjunct Finance Professor at Southern New Hampshire University and has 15+ years of experience as a CFO. In this guide, Glenn walks through managing financial data and building and connecting a financial tech stack.

Tim currently consults early-stage companies looking to build and grow their analytics capabilities. He previously led Strategy and Analytics at Lucid Software, the visual collaboration suite responsible for Lucidchart and Lucidspark, where he was the first data hire and grew the function to a team of 20+. In this guide, he outlines the key responsibilities of data and analytics teams, the different pieces of technology they need to do their work, and how to structure a growing data function.

Willem Maas is the Founder and President of Growth Velocity Inc., a rigorous, tech-enabled Win/Loss Analysis consultancy for complex sales. He’s led dozens of win/loss analysis projects and debriefed more than 500 win/loss buyers for companies including Reltio, ServiceChannel, and Lightbend. In this guide, he walks through building a Win/Loss Analysis program, including outreach methods to increase participation rates, conducting illuminating interviews, and producing actionable analysis.

Ed Powers is a Principal Consultant at Service Excellence Partners, where he helps companies take an enterprise-wide approach to addressing churn. He’s previously led customer success at simPRO, a field service management software company, and InteiliSecure, a managed security services provider. In his consulting work, he has also helped over thirty different SaaS and Managed Service Provider companies improve their customer experience, reduce churn, and grow installed base revenue. In this guide, he explains how companies can use regression-backed customer health scores to predict and prevent customer churn.

Mark Stiving is Chief Pricing Educator at Impact Pricing, an advisory firm specializing in value-based pricing for B2B technology companies. In this guide, he describes how to manage a price increase (which probably shouldn’t be an across-the-board increase) including deciding how much more to charge, which customers should see a price increase, and how to manage the roll-out.

Sean Lane is the former Head of Revenue Operations at Drift and a founder of BeaconGTM, providing scalable revenue strategies for start-up and scale-up companies. In this guide, Sean walks through the steps to build a strategic and tactical plan for the new year including building an operating plan, quota and headcount planning, territory planning, and compensation planning.

Keziah Wonstolen is the Founder and CEO of Vannin Chief Of Staff, providing Chief of Staff Solutions to high-growth businesses. Previously, Keziah was Chief of Staff and West Sales & Pricing Performance Lead at Accenture. As a Chief of Staff or mentor, she’s been involved in 50+ annual planning processes at companies. In this guide, Keziah walks through the steps to annual planning, planning logistics, goal setting, and execution tracking.

Dan Herr is the Founder and CEO of Acqwired, helping investors and acquisitive platform companies identify and build high-quality relationships with top prospects to deploy their capital. Previously, Dan was a Vice President at Serent Capital and has been involved in sourcing more than $1B of TEV in platform and add-on investments. In this guide, Dan walks through the sourcing process from building a list of prospects, to narrowing in on top targets to conducting outreach.

David is Chief Development Officer at Empower Aesthetics. Previously, he was the Vice President of Marketing and Strategic Development at AutoQuotes and Vice President of New Markets at Light Wave Dental as a part of Alpine Investors’ CEO-in-Training program. Across roles, he’s helped integrate 10+ add-on acquisitions. In this guide, he explains how to plan for a successful add-on integration from pre-close planning to full integration 90-180 days later. David covers financial, operational, technical, and communications aspects of the integration process.