Scaling Smart: Getting Billing & Compliance Growth-Ready
Most SaaS businesses don’t start off with billing and compliance systems that are built to scale.Â
They put solutions in place that work for their current stage of growth, knowing that there are plenty of compliance tasks that will need to be handled at some time in the future. And that works for a period of time until things start to break or issues come up that can’t be put off any longer.
As a SaaS finance leader, knowing where to invest and when is critical to making sure your organization is prepared for the next stage of growth.Â
With Q4 just a few weeks away and 2026 planning underway, this is the perfect time to be thinking about how you can level up your billing and compliance systems.Â
Recorded session
What you’ll get from this session
What to look out for
Managing homegrown billing, inflexible payment options, and treating compliance as an afterthought may seem manageable at first, but over time they create costly risks—snowballing into stalled growth, higher churn, and operational headaches.
How to ensure your systems are ready for scale
These roadblocks don’t fix themselves. We’ll show how modern systems and processes can remove these bottlenecks—giving your team room to scale faster while staying compliant and protecting margins.
Lessons from industry leaders
Our speakers have all faced these challenges firsthand. They’ll share real stories, lessons learned, and practical recommendations you can apply right away to keep your own revenue engine from slowing you down.
Learn from experts who have been there
Joe Stanton
President, TaxCloud
With deep experience guiding SaaS companies through growth challenges, Joe specializes in turning fragile revenue processes into scalable systems. At TaxCloud, he focuses on building the systems and strategy that enable growth at scale.
Lydia Stone
Chief Accounting Officer, Chargebee
Lydia is a seasoned finance leader with deep experience in high-growth, technology-driven companies. At Chargebee, she oversees finance and accounting and brings firsthand insight into how modern billing solutions impact scaling SaaS businesses.
Michael Krantz
Head of North American Partnerships, GoCardless
Michael is a leader with deep expertise in FinTech and SaaS partnerships. At GoCardless, he leads North American partnerships, helping companies expand their market reach and optimize payments through strategic collaboration.
