— Digital event —

— Live event —

How Finance & Revenue Leadership Aligns on Sales Targets, Quotas & Comp

Revenue and finance teams bring different perspectives – but both are essential to getting it right

In this session, hear directly from world-class revenue and finance leaders as they discuss how they navigate these critical conversations, find common ground, and drive business success together.

We’ll discuss:

  • How revenue and finance teams approach sales planning – Key priorities from both sides of the table
  • Setting sales targets – Finding the balance between aggressive growth and financial discipline
  • Compensation plan negotiations – Aligning incentives with company objectives and profitability
  • Managing risk and forecasting – Strategies for building confidence in sales projections
  • Real-world lessons – Candid insights from leaders who have tackled these challenges firsthand
Join our session on activity-based-incentives
This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings
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What we'll cover

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With your hosts:

Brian Bolt

Sr. Director, Corporate Finance, Red Hat

Stef Layne

VP, Treasury, Payroll & Sales Compensation, Klaviyo

Mark Harris

SVP of GTM Strategy, ZoomInfo

David Gerardi

VP, Revenue Optimization, Forma.ai

Brian Bolt

Sr. Director, Corporate Finance, Red Hat

Stef Layne

VP, Treasury, Payroll & Sales Compensation, Klaviyo

Mark Harris

SVP of GTM Strategy, ZoomInfo

David Gerardi

VP, Revenue Optimization, Forma.ai

Brian Bolt

Sr. Director, Corporate Finance, Red Hat

Stef Layne

VP, Treasury, Payroll & Sales Compensation, Klaviyo

Mark Harris

SVP of GTM Strategy, ZoomInfo

David Gerardi

VP, Revenue Optimization, Forma.ai

Live Event

Digital Event

How Finance & Revenue Leadership Aligns on Sales Targets, Quotas & Comp

Revenue and finance teams bring different perspectives – but both are essential to getting it right

Join our session on activity-based-incentives

This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings

What we'll cover in this event

In this session, hear directly from world-class revenue and finance leaders as they discuss how they navigate these critical conversations, find common ground, and drive business success together.

We’ll discuss:

  • How revenue and finance teams approach sales planning – Key priorities from both sides of the table
  • Setting sales targets – Finding the balance between aggressive growth and financial discipline
  • Compensation plan negotiations – Aligning incentives with company objectives and profitability
  • Managing risk and forecasting – Strategies for building confidence in sales projections
  • Real-world lessons – Candid insights from leaders who have tackled these challenges firsthand

What Should This Say?

No items found.

Join to hear from speakers:

Brian Bolt

Sr. Director, Corporate Finance, Red Hat

Stef Layne

VP, Treasury, Payroll & Sales Compensation, Klaviyo

Mark Harris

SVP of GTM Strategy, ZoomInfo

David Gerardi

VP, Revenue Optimization, Forma.ai

Brian Bolt

Sr. Director, Corporate Finance, Red Hat

Stef Layne

VP, Treasury, Payroll & Sales Compensation, Klaviyo

Mark Harris

SVP of GTM Strategy, ZoomInfo

David Gerardi

VP, Revenue Optimization, Forma.ai

Brian Bolt

Sr. Director, Corporate Finance, Red Hat

Stef Layne

VP, Treasury, Payroll & Sales Compensation, Klaviyo

Mark Harris

SVP of GTM Strategy, ZoomInfo

David Gerardi

VP, Revenue Optimization, Forma.ai

What past attendees are saying...

“What is amazing about Forma.ai is that—internally, we don’t need the skills to configure a comp tool or our data—Forma.ai’s automation helps us do this and turnaround changes much faster than we would ever be able to with any other ICM.”

Suzanne Shadgett

Senior Financial Executive, Stryker

“Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve." 

Dr. Robert Bieshaar

Global Head of Sales Compensation, Autodesk 

Digital Event

Live Event

Book your spot now

Don't miss out on this incredible opportunity—secure your place today to join the premier event for sales leadership and gain insights from industry experts.

05 Jun 2025

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