AA-ISP Webinar: How to Make the CFO Your New BFF

Author: Michael Schultz, VP of Marketing & Business Development, ClearSlide
Posted: December 2nd, 2015

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The late baseball legend Yogi Berra once said, "It's tough to make predictions, especially about the future." And yet, Sales Leaders must make predictions every quarter about their performance when research shows that 50 percent of all forecasted deals slip. Because of this lack of precision, CFOs must then adjust forecasts based on gut instinct and past results - making it difficult to have confidence in revenue forecasts or to give earnings guidance. New predictive forecasting tools can be transformative for Sales Leaders, but the key is looking at actual customer engagement.

In this compelling session, Michael Schultz, VP of Marketing & Business Development for ClearSlide will discuss how you can gain better confidence in your pipeline, identify deals at risk or ones that can be moved forward, and have the engagement data to coach more effectively - making the CFO your new best friend.

Sales leaders looking to reduce forecast inaccuracy and leverage data to coach their teams to success.

Michael leads Marketing and Business Development for ClearSlide. Prior to ClearSlide, he served as VP of Strategic Alliances at DocuSign, where he built out and managed the company's key partnerships and programs over three years of rapid growth. Michael spent nearly eight years with Microsoft Corporation in various SaaS product management and marketing roles following the acquisition of PlaceWare web conferencing. He has also held senior positions with other venture-backed and publicly traded companies, and previously worked as a strategy consultant at Andersen Consulting (now Accenture). Michael earned an MBA from the Tuck School at Dartmouth and a BA in English from Tufts University.

Feel free to contact us with any questions at memberservices@aa-isp.org or call 1-800-604-7085 ext 130.


Coaching, Sales Tools, Metrics


Demonstrations, Guidance, Best Practices, Benchmarks, Examples, Talent, Leadership, Measurements, Programs, Software, Technology, Classes, Learning, Volume, Activity, Measurement, Guideline, Goals, Margins


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