FP&A Professionals
Check Out the Resources Below to Level Up Your FP&A Career
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I rose through the ranks of FP&A to SaaS CFO. FP&A is near and dear to my finance heart. You own the strategic finance in your company.
Check out the free and paid resources below to get started.
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No Fluff Class Series
Join me on 30-45 minute webinars (really they are classes) as I dive into the details of important SaaS metrics and concepts for your business. Most lessons come with downloadable slides and templates to kickstart your financial journey. I also have special guests on several episodes. And invite vendors to demo their software.
Free

Five Year SaaS Financial Plan Course
Learn how to use this model to forecast your SaaS financials over five years.
Free


SaaS Financial Forecast Course & Data Prep Bundle
Tired of Inaccurate Forecasts or Generic Forecast Models? Learn my step-by-step process to build a repeatable and accurate SaaS P&L Forecast! This course includes my latest and greatest SaaS forecast model that I have improved over the last 15 years! And you also receive the data prep course. Accelerate your data prep for faster and more accurate forecasts.
$395.00 USD

The SaaS Metrics Foundation Course
This is the premier SaaS metrics program on the internet. Ready for an MBA in SaaS Metrics? And you don't have to drop $100K and live on a student budget! We're winning already :) Boost your business and career with this in-depth dive into the nuts and bolts of SaaS metrics that power every SaaS business. This course includes 17 actionable video lessons and model deep dives, so that you will understand the what, why, and how of each SaaS metric. Use my 30+ templates to jump start your financial analysis and reporting at your company. This course is on-demand so you can watch at your own pace.
$1,495.00 USD
Want More Free Training Options?
Ā Click below to check out my full free course catalog.
Free Course CatalogWant More Paid Training Options?
Click below to check out my full paid course catalog.
Paid Course Catalog