
— On demand webinar—
— 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

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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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