— 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
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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 —

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

05 Jun 2025

Location

What’s in it for you?

Create a connected sales performance ecosystem

Unify territory planning, quota setting, and incentive programs in a single data platform.

Plan + execute all in one place

Ditch sandboxes and spreadsheets. Test and financially model changes, directly in the platform, then deploy modelled changes instantly.

Accelerate GTM agility

Our unique template-driven configuration enables new incentive plans or changes to be designed and implemented in just hours.

Optimize growth with advanced insights

Apply richer analytics, forecasting and machine learning models to a single source of truth of your data, to unlock maximum revenue. 

Speakers

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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 

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

Location

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