7 Mistakes To Avoid When Automating Your B2B Subscription Billing

As you discover product-market fit, finance teams from fast-growth SaaS firms need to plan, choose, and scale their subscription billing models.  

Learn from Kathy Greenler Sexton, CEO of Subscription Insider, Brian Shaw, CFO, and Joe Maxim, Controller, of Discovery Education, and David Appel, Head of the Subscription Vertical at Sage Intacct, on the following: 

  • 7 mistakes to avoid when automating your B2B subscription billing model
  • 5 steps in building your subscription financial processes  
  • 3 tips on how to choose your technology stack  

Register now to join us Thursday, Feb. 27th and learn the right way to automate your B2B recurring billing! 


Thursday, Feb. 27th

1:00 PM EST, 10:00 AM PST, 6:00 PM BST, 10:30 PM IST

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Learn How to Automate and Scale Your Recurring B2B Billing and Invoicing  

Fast growth can cripple your company if your organization and tools are not prepared. 

Who Should Attend? 

  • Executives from SaaS and B2B Recurring Revenue companies who want to understand how to operate more efficiently and manage financials more effectively. 
  • SaaS Finance teams who want to understand how they can support growth in their companies. .

Our Experts

About Brian Shaw, CFO, Discovery Education

Brian Shaw is the CFO of Discovery Education. Discovery Education is the global leader in standards-based digital content for K-12, transforming teaching and learning with award-winning digital textbooks, multimedia content, professional development, and the largest professional learning community of its kind.  

About Joe Maxim, Corporate Controller, Discovery Education

Joe Maxim is the Corporate Controller at Discovery Education. During 2018, Joe oversaw the implementation and migration of contract data into a new financial platform from Discovery Education’s former Parent company in the midst of carving out of their former Parent company. Since 2018, Joe has worked with Brian to build up the accounting and financial reporting team from two up to a team of eleven, with business processes continuing to evolve alongside Discovery Education’s own business model. Joe wants you all to know that the thought, care and cross-collaboration (with other departments) you put into your up-front planning will save you many days and sleepless, frustrated nights after you “go live”.  

About David Appel, Head of Software & SaaS, Sage Intacct

David is Head of Software and SaaS Vertical at Sage Intacct. He is passionate about creating great vertical market strategies. Over time he has developed a series of Mid-Market sales playbooks that have generated over $2.1B in market capitalization for his clients, focusing on creating value for customers, increasing return for shareholders, and building great teams. David is a big believer that life begins at the edge of one’s comfort zone and that tomorrow’s dangerous idea becomes today’s orthodoxy and yesterday’s cliché.

About Kathy Greenler Sexton, CEO, Subscription Insider 

Kathy Greenler Sexton is the CEO & Publisher of Subscription Insider, a media company uniquely focused on the business of subscriptions. Subscription Insider reports on daily subscription economy news and delivers best-practice information, training and research through memberships, training events and conferences. Subscription entrepreneurs and executives representing all sectors of the subscription economy depend on Subscription Insider to improve decision making, team skills and business profitability. Learn more at www.subscriptioninsider.com and www.subscriptionshow.com