12pm - 1pm

How to Build Schedule Blocks

C. Doe

2016 Mobile Ad Summit
Friday
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September 
27
 at 
7:00pm
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12pm - 1pm

How to Build Schedule Blocks

C. Doe

12 pm

Welcome and Introductions

Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message.

Location: Blue Room

Primary's

"On the Business" Mastery Day for Women SaaS Execs

San Francisco

Friday
, 
September 
27
 at 
7:00pm
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The mobile advertising revolution is here.

In November ‘23, we assembled a group of 100+ women leaders from venture-backed SaaS companies for a half-day P&L mastery session, offering talks on P&L fluency for every function, "First Team" leadership, and scaling networks. Since the inaugural event, we’ve hosted the event quarterly in NYC, taken it on the road to London, reached over 500 attendees, and have maintained a <2% no-show rate and NPS of +91. Multiple women told us they “wished they had been offered this program ten years earlier.”

 

 

We're excited to bring our "On the Business" Mastery Series to San Francisco for the first time in January 2025. Our program will focus heavily on P&L mastery, offering a deep dive into how to think and act like a business owner, not just a functional owner. And beyond the P&L, our sessions will offer perspectives on how to stand out as a top 1% executive more generally.


This is an invite-only, in-person event in San Francisco. The application deadline is 1/10/24, and applicants will be notified of a decision shortly after. Thanks to the support of our generous partners, Gunderson Dettmer and SVB, the event is free to attend if your application is accepted. Attendees must be available to attend all segments of this dynamic, fast-paced afternoon, and will be invited to enjoy a casual dinner with fellow attendees, speakers and investors to cap off the day.

Speakers

More to be announced

Cassie Young

General Partner at Primary
Former SaaS CRO/CCO



Erica Brescia

MD at Repoint

Former COO of GitHub


With a decade of leadership experience at 3DAYS, Welsh oversees sales, operations, growth initiatives and strategic alliances.

Elena Gomez

CFO at Toast



Chen is founder and CEO of AdTank, a digital advertising think tank that partners with brands to unlock consumer markets through marketing.

Shelley Perry

Managing Director, Scalelogix

Former CTO Hewlett-Packard/Ticketmaster

Target Tween specializes in trend forecasting and marketing strategies for the tween and teen demographics.

Allison Metcalfe

Chief Revenue Officer, Cloudinary


Descriptive text about the speaker goes here.

April Underwood

Founder, Adverb Ventures

Former Chief Product Officer, Slack

Descriptive text about the speaker goes here.

Irana Wasti

Former CPO, BILL

Descriptive text about the speaker goes here.

Jamie Domenici

CMO, Klaviyo

Descriptive text about the speaker goes here.

Sonalee Parekh

CFO, Asana

Descriptive text about the speaker goes here.

Agenda Highlights

What SaaS Leaders Need to Know for 2025

 

Cassie Young, General Partner at Primary, will discuss why women often get trapped working in the business versus on the business. Cassie will offer a refresher on the concepts of "First Team" leadership and P&L fluency, including tips for avoiding the functional swim lane trap and tying your work to your company's top and bottom lines. She'll also share a perspective on what board members will be thinking about in 2025 and the metrics that will matter most.

 

10:15 – 11:00 AM

SaaS P&L Walkthrough + Why It Matters for You

Elena Gomez, CFO at Toast, will walk through a typical SaaS P&L and provide a perspective on the metrics that matter most for your business. Expect to walk away with a more detailed understanding of everything from cash vs. accrual accounting to gross margin and EBITDA calculations, as well as a stronger command of the SaaS-specific metrics your Board is most likely to talk about.

11:00 – 12:00 PM

Succeeding in the Boardroom

Erica Brescia, Managing Director at Redpoint and former COO of GitHub, will share tips and tricks for how executives can best set themselves up for success in board meetings - and perhaps just as interestingly, what not to do!

12:00 – 1:00 PM

Financial Metrics for Product & Engineering

Shelley Perry, General Partner of Scalelogix Ventures (and an esteemed technical operator - former CTO of Ticketmaster - before moving to the other side of the table), will discuss how experienced product and technical leaders help scaling companies unlock profit and sustain high growth.

2:00 – 2:20 PM

Power of Networking

Shelley Perry will lead an inspiring session on the power of continually expanding your professional network, and how the importance of doing so only grows with your seniority

Agenda Highlights

More coming soon!


What SaaS Leaders Need to Know for 2025


Cassie Young, General Partner at Primary, will discuss why women often get trapped working in the business versus on the business. Cassie will offer a refresher on the concepts of "First Team" leadership and P&L fluency, including tips for avoiding the functional swim lane trap and tying your work to your company's top and bottom lines. She'll also share a perspective on what board members will be thinking about in 2025 and the metrics that will matter most.



SaaS P&L Walkthrough + Why It Matters for You

Elena Gomez, CFO at Toast, and Sonalee Parekh, CFO at Asana, will walk through a typical SaaS P&L and provide a perspective on the metrics that matter most for your business. Expect to walk away with a more detailed understanding of everything from cash vs. accrual accounting to gross margin and EBITDA calculations, as well as a stronger command of the SaaS-specific metrics your Board is most likely to talk about.

Location: Orange Room


Succeeding in the Boardroom

Erica Brescia, Managing Director at Redpoint and former COO of GitHub, and April Underwood, Founder of Adverb Ventures and Former Chief Product Officer at Slack, will share tips and tricks for how executives can best set themselves up for success in board meetings - and perhaps just as interestingly, what not to do!

Location: Blue Room


Financial Metrics for Product & Engineering

Shelley Perry, General Partner of Scalelogix Ventures (and an esteemed technical operator - former CTO of Ticketmaster - before moving to the other side of the table), will discuss how experienced product and technical leaders help scaling companies unlock profit and sustain high growth.

Location: Blue Room


Power of Networking

Shelley Perry will lead an inspiring session on the power of continually expanding your professional network, and how the importance of doing so only grows with your seniority

Location: Blue Room

12 pm

Commanding the Market in Chief Marketing Officer - How Great CMOs Work on the Business

Jamie Domenici, CMO of Klaviyo, will share highlights from her own career journey and explain how her diverse experiences across different functional areas and GTM motions have empowered her to operate more like a Chief Market Officer than a Chief Marketing Officer. Jamie will also demystify the B2B SaaS marketing function and offer guidance on how every other function can best leverage their marketing organization.

Location: Blue Room

12 pm

Building the CRO Operating System

Allison Metcalfe, CRO at Cloudinary, will talk about her path to the C-Suite and discuss how great CROs transcend the sales function and work as an "operating system" for the business at large. Allison will also offer some guidance on how to build connective tissue between sales and other business functions.

Location: Blue Room

12 pm

Evolving from Functional Leadership to General Management and C-suite

Irana Wasti, formerly Chief Product Officer at BILL and President of GoDaddy, EMEA will share her journey from product leadership into President and GM roles and offer tactical advice for how department leaders in any functional area can accelerate their path to the C-Suite. Topics will include the importance of identifying the upstream/downstream implications of your team's work across every other function, why it's critical to develop strong skill sets in other functional areas, how to create opportunities for x-functional growth and more.

Location: Blue Room

The mobile advertising revolution is here.

 

 A primer on Primary’s “On the Business” series for senior women in SaaS


The past decade has birthed a number of category-defining B2B SaaS unicorns, but there’s a systemic issue hidden beneath the excitement: women are woefully underrepresented at the helm of these businesses.

 
Just 6% of the companies recognized in the 2023 “Cloud 100” are led by women CEOs, and Work-Bench’s last #Womenterprise Report revealed that female-founded enterprise software startups represent only 2.08% of all enterprise software startups. Worst yet, the underrepresentation of women in the CEO seat has resulted in an underrepresentation of women across most of the key executive functions, particularly in go-to-market, strategy/finance and product/engineering.

 
Many women struggle to land and/or excel in the C-Suite because they spend too much time working in the business versus on the business. They manage their own functional lanes well, but often under-index on the 1) P&L command and 2) “First Team” working style required to succeed.

 
Primary is committed to changing this narrative with our “On the Business” mastery series for female executives (VP- or C-Suite) at venture-backed B2B SaaS companies.

 

Thank you to our partners

Gunderson Dettmer is the preeminent international law firm with an exclusive focus on the innovation economy. The firm serves market-leading venture capital and growth equity investors and pioneering companies through inception, growth and maturity, as well as groundbreaking public companies that result from the global venture capital ecosystem. The firm’s clear-cut focus and well-honed technical skill enables an accelerated pace and unmatched efficiency, delivering best-in-class value at each phase of a client’s business.


Silicon Valley Bank, a division of First Citizens Bank (“SVB”), is the bank of innovative companies and investors. With 40+ years of dedication to this sector, SVB has deep experience banking investors and innovation clients. Our entire business was purpose-built for high-growth companies and investors, and delivered at the speed they require. SVB is dedicated to the success of those who are quite literally inventing the future, and we have the full backing of 125-year-old First Citizens Bank to continue to pursue that mission.

Speakers

Jerry Zen

CEO, 3DAYS

Zen is a pioneer in the field of mobile advertising. 3DAYS is the 5th company that has achieved a Fortune 500 ranking under his guidance.

Kate Welsh

VP of Sales, 3DAYS

With a decade of leadership experience at 3DAYS, Welsh oversees sales, operations, growth initiatives and strategic alliances.

Sarah Chen

CEO, AdTank

Chen is founder and CEO of AdTank, a digital advertising think tank that partners with brands to unlock consumer markets through marketing.

Jenny Grace

Founder, Target Tween

Target Tween specializes in trend forecasting and marketing strategies for the tween and teen demographics.

Forest Bello

VP, Digital Media, Clicker

As VP of Digital Media at Clicker, Bello crafts innovative and creative solutions for the digital space, specializing in minority consumers.

Amit Sands

Digital Director, Power Haus

Sands heads up a world-class team of 120, and leads digital capability and integration for a suite of 50+ corporate clients.

Vee Nguyen

Editor, Ad Market Magazine

Nguyen covers mobile news and trends for Ad Market Magazine. Her work has also appeared in The New York Times, and Wired.com.

Charlie Gaudenzi

Mobile Analyst, Mobile Arts

Mobile Arts conducts quantitative and qualitative research on mobile habits, market trends, and user needs across the globe.

Speakers

Jerry Zen

CEO, 3DAYS

Zen is a pioneer in the field of mobile advertising. 3DAYS is the 5th company that has achieved a Fortune 500 ranking under his guidance.

Kate Welsh

VP of Sales, 3DAYS

With a decade of leadership experience at 3DAYS, Welsh oversees sales, operations, growth initiatives and strategic alliances.

Sarah Chen

CEO, AdTank

Chen is founder and CEO of AdTank, a digital advertising think tank that partners with brands to unlock consumer markets through marketing.

Jenny Grace

Founder, Target Tween

Target Tween specializes in trend forecasting and marketing strategies for the tween and teen demographics.

Forest Bello

VP, Digital Media, Clicker

As VP of Digital Media at Clicker, Bello crafts innovative and creative solutions for the digital space, specializing in minority consumers.

Amit Sands

Digital Director, Power Haus

Sands heads up a world-class team of 120, and leads digital capability and integration for a suite of 50+ corporate clients.

Vee Nguyen

Editor, Ad Market Magazine

Nguyen covers mobile news and trends for Ad Market Magazine. Her work has also appeared in The New York Times, and Wired.com.

Charlie Gaudenzi

Mobile Analyst, Mobile Arts

Mobile Arts conducts quantitative and qualitative research on mobile habits, market trends, and user needs across the globe.

Schedule

12:00 – 1:00 PM

Lunch


1:00 – 2:00 PM

Rapid-Fire Case Studies

Viral Mobile Ads

Time-based Targeting

Crafting Your Brand Story

When Ads Advocate Action

2:00 – 2:20 PM

Networking Break


2:20 – 3:00 PM

Presentation: “The Mobile Ad Process: 7 Steps to Success”

Jerry Zen – CEO of 3DAYS

3:00 – 3:45 PM

Panel: “Consumer Feedback: When Ads Talk Back”

Jenny Grace – Founder, Target Tween (moderator)

Vee Nguyen – Editor, Ad Market Magazine

Sara Chen – CEO, AdTank

Charlie Gaudenzi – Mobile Analyst, Mobile Arts

3:45 – 4:00 PM

Closing Remarks

Jerry Zen – CEO of 3DAYS

4:00 – 5:30 PM

Rooftop Cocktails


The 2016 Mobile Ad Summit will take place in the Penthouse suite of The Georgia Center Hotel, which is conveniently located in the heart of Atlanta. Sign in at the registration desk and head up to the top floor.

About our partners

The Georgia Center Hotel has proudly served Atlanta's corporate needs for over 25 years. With 10 ballrooms, an expansive media center, multi-media technology and an in-house production staff, The Georgia Center excels in creating memorable special events. 

The Peach Tree is renowned for its healthy preperations of decadent Southern classics. Winner of two Eat Up Awards and a leader in farm-to-table cuisine, The Peach Tree offers casual-chic dining in the heart of Atlanta.

About 3DAYS

A Fortune 500 company, 3DAYS sets the platinum standard for engaging, media-rich mobile ads. With award-winning campaigns in video, interactive and animated content and partnerships with top-tier creative agencies across the globe, 3DAYS dominates the mobile ad solutions field and delivers effective, cost-effective solutions.

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