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During Uncertainty, How do CFOs and Investors Use Metrics

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A constant discussion is around what metrics should you use to guide executive decision making, informing the board, and new fundraising. All the more so with much uncertainty in the market. This FEI Silicon Valley discussion will revolve around what are those metrics, and how do you build consensus in determining, creating, and presenting them.

Learning objectives:
• What metrics should you show by stage
• How do you create the culture and process to produce those metrics
• How are investor priorities shifting as the public markets evolve


David Appel is Head of the SaaS Vertical for the largest technology company on the London Stock Exchange, Sage. Over time, his organizations have earned the business of >1,800 SaaS and Software companies, growing at 40%+/year. He has taken the learnings on what great companies need in their decision making into building Sage Intacct’s product roadmap and business process transformation consulting, for the success of CFOs and their Finance and FinOps teams at the next generation of amazing tech companies world-wide. He previously ran Direct Sales at, led NetSuite’s Software Vertical, and was part of IBM’s Corporate Development team.

Adam Noily leads KeyBanc Capital Markets’ SaaS investment banking practice, working with clients globally from the firm’s San Francisco office. He has advised clients across a broad range of transactions including IPOs and other equity capital markets offerings, M&A and private placement advisory assignments, and the structuring of debt capital. He joined Key through its acquisition of Pacific Crest Securities, which he joined in 2012. Previously, Adam was an equity research associate at Cowen and Company, where he covered the media and entertainment sectors, including the video game and online gaming space. He began his career as an investment banker with SoundView Technology Group, where he executed numerous IPOs, follow-on offerings, private placements and M&A transactions for semiconductor and software clients. Adam earned a BA with highest honors from UC Berkeley and is a CFA charterholder.

Event Details:

Tuesday, January 25
Noon – 1:00 PM Greeting/Presentation
1:00 PM – 1:30 PM Post Networking

Hosted by:


CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,



Registration is closed, please contact Micky at [email protected] for questions.