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Webcast Summary

It’s not uncommon for companies to employ multiple pricing strategies for their products and services. Some may be simple, but business conditions often warrant more sophisticated approaches to value creation. In this live webcast, senior finance leaders from different industries will discuss what they have in common: sophisticated pricing models that create complex billing challenges. These executives will share their experiences, strategies, and best practices for managing complex billing challenges, and the dozens of considerations that factor into their decision-making.

In this webcast, our panelists will:

  • Share their firsthand experiences reconciling sophisticated pricing strategies with complex billing processes,
  • Address the real drivers of billing complexity, and how automation and technology can help address these challenges, and
  • Answer your questions on how they’ve embraced agile monetization strategies for their businesses

About the Speakers

Gareth MorrisonGareth Morrison, Vice President of Finance, Vertafore

Before taking on his role as Vice President of Finance with Vertafore, Gareth Morrison held C-suite and senior-level financial roles, primarily with companies in the software industry. His responsibilities in his current role encompass broad financial management and strategic planning, as well as management of transaction processing, which, in addition to usage- and tiered-based billing, includes recurring billing to more than 20,000 customers on a monthly basis.

Chris MackleyChris Mackley, Director of Finance, SBM Management Services

In his role as Director of Finance with SBM Management Services, Chris Mackley has responsibility over financial reporting, systems development, and process improvement.

About the Moderator

Joe FleischerJoe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum

In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.

Attend this webcast and earn FREE Continuing Professional Education (CPE) Credit
Webcast Inquiries: For inquiries as well as complaints concerning this webcast, you are welcome to send an email message to
Please note that only those who attend the live Webcast will have the opportunity to earn continuing professional education (CPE) credit in connection with this Webcast. Because there is no charge to register for this Webcast, there are no refunds following registration for this Webcast.

Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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