June 23rd QT Chats

We’ll succeed if we band together through the COVID crisis and recession. Don’t struggle alone. We’re bringing the community together through free webinars / Q&A sessions with our team and other experts. Here are the details for how to join: Quaranteam HR and Finance Chats

Here are the updates from the latest webinar.

2020-June-23 QT Chat

Download the slides HERE

About the Event

The pace of change in 2020 is unreal and some CEOs say financial Forecasting can’t keep up. Many companies have made pivots and changes, and there’s a lot of change and uncertainty to come. But founders and CEOs are forging ahead with their plans, hiring, layoffs, raising equity/debt, tackling new products and new markets. How will this all play out? 

The old way of forecasting doesn’t work. 

Let’s talk about forecasting outside of Excel, using real business drivers:

  • What’s wrong with the way forecasting is done
  • Different approaches to forecasting
  • Working through an example of a SaaS / Subscription based business model
  • How to present a forecast

About the Speakers

Our panelists are Evan Wells and Blake Oliver, two very experienced and well connected Finance and Accounting for startups. 

Evan Wells

VP BizOps and Financial Services @ Jirav

Before Evan joined Jirav, he was one of our first customers! Evan has been a Director of Finance, CFO, and Advisor to Bay Area companies spanning industries including manufacturing, consumer electronics, mobile application development, and enterprise SaaS. Exits include Abe AI (acquired by Yodlee), Lighthouse AI (acquired by Apple), and PayTollo (acquired by Automatic Labs, a SiriusXM company). He got his start as an auditor at PwC. Evan is a chess enthusiast and was also the TIME Person of the Year in 2006.

Blake Oliver, CPA

Director of Marketing @ Jirav

Blake Oliver is an entrepreneur, accountant, writer, and speaker who specializes in cloud accounting technology. He is one of Accounting Today’s Top 100 Most Influential People and has been named a 40 Under 40 in the accounting profession by CPA Practice Advisor. Blake co-hosts the Cloud Accounting Podcast, a weekly news round-up for accountants on Apple’s Top 50 Business News Charts.


The Trouble with Spreadsheets

  • Difficult to build 3-way forecasts
  • Cumbersome presentation
  • Time consuming rolling it forward

We can’t give it all away… check out the recording or the downloadable slides!