About the Event | Attendance Guidelines

Get Ready to Lift Off!

On Day 1: Kick off the event with inspiring sessions from Kevin and our Executive Leadership Team! They’ll unveil the ambitious goals and visionary roadmap for InvoiceCloud and its products in 2025. This is a must-attend for all InvoiceCloud team members as we set the stage to elevate our success to new heights.

On Day 2 & 3: Dive deep into the Elevate theme with Dan and our Sales & GTM Leadership Team. Over these two days, they’ll share invaluable insights and best practices tailored for 2025. This is your chance to learn, grow, and elevate your strategies alongside your peers in sales and GTM.

Don’t miss out on this opportunity to elevate your knowledge, skills, and connections!

Key Speakers

Kevin O’Brien | Chief Executive Officer

Company Kickoff
Tuesday January 14

Dan Freund | Chief Sales Officer

Sales Kickoff
Wednesday Jan 15 & Thursday Jan 16

Mark Roberge | Bestselling Author

Special Guest Keynote Speaker
Wednesday January 15

DJ Will Gill | SKO Emcee

Wednesday Jan 15 & Thursday Jan 16

Ed Franowicz | Vista Value Selling Facilitator

Thursday January 16

Agenda

Elevate Your Year!
Kick off 2025 with inspiring sessions from our Executive Leadership Team. Discover our 2024 achievements, get excited about our 2025 outlook, and dive into our strategic vision for the future. Let's soar to new heights together!

Agenda

January 14, 2025 10:00 am

to
10:35 am

Opening

Join us as Kevin O’Brien launches the 2025 Company Kickoff with a welcome address,a look back on what we accomplished in 2024, and vision for InvoiceCloud in 2025 and beyond.

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Kevin O'Brien
Chief Executive Officer

January 14, 2025 10:35 am

to
10:55 am

Leadership Perspectives in Finance

Get ready for a Finance team overview from Chris Sands where he’ll introduce his team, discuss our 2024 financial success and his team’s 2024 success, and finish with the Finance team’s priorities in 2025.

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Chris Sands
Chief Financial Officer

January 14, 2025 10:55 am

to
11:05 am

Break

January 14, 2025 11:05 am

to
11:25 am

Leadership Perspectives in Sales

Tune in for a session on the Sales Organization where Dan Freund will give on overview of the Sales team, celebrate top performers and team accomplishments, and explain the team’s top priorities in 2025.

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Dan Freund
Chief Sales Officer

January 14, 2025 11:25 am

to
11:45 am

Leadership Perspectives in Marketing

Join Nicole Merrett, Katie Johnson, and our new CMO, Alice Palmer, as we introduce our new Marketing leader, get to know the Marketing org, reflect on 2024 Marketing team highlights, and look ahead to 2025.

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Alice Palmer
Chief Marketing Officer

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Nicole Merrrett
VP, Customer Acquisition Enterprise

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Katie Johnson
VP, Customer Experience & Marketing

January 14, 2025 11:45 am

to
12:05 pm

Leadership Perspectives in CS

Join in for a session on Customer Success with Mark Daoust where you’ll get to know the different teams and faces across Mark’s org, celebrate the team’s successes this past year, and learn the top priorities for CS in 2025.

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Mark Daoust
Chief Customer Officer

January 14, 2025 12:05 pm

to
12:25 pm

Leadership Perspectives in Revenue Operations

Listen in to a session on Operations with Tom Powers as he gives on overview of his teams, celebrates 2024 team victories, and gives us insight into 2025 for Operations.

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Tom Powers
SVP Operations

January 14, 2025 12:25 pm

to
01:20 pm

Break

January 14, 2025 01:20 pm

to
01:25 pm

InvoiceCloud Trivia

Get ready to dive into some quick and exciting InvoiceCloud trivia! Join us and test your knowledge!

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Dana Louie
Director of Strategic Programs
Emcee

January 14, 2025 01:25 pm

to
01:45 pm

Leadership Perspectives in Product

Listen up as Steve Schult presents on our Product team. He’ll cover who is who, the biggest Product team accomplishments in 2024, where we’re taking the product in 2025, and the top priorities for the team.

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Steve Schult
Chief Product Officer

January 14, 2025 01:45 pm

to
02:10 pm

Leadership Perspectives in Engineering

Hear from Jed Maczuba about our Engineering team, the team’s 2024 highlights and successes, Engineering priorities for 2025, and the InvoiceCloud GenAI strategy.

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Jed Maczuba
Chief Technology Officer

January 14, 2025 02:10 pm

to
02:30 pm

Leadership Perspectives in India

Join Rakesh Chawla tuning in from India, as he introduces the India team, the hard work he and his team accomplished in 2024 to kick off an India location, and the India team’s priorities in 2025.

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Rakesh Chawla
Managing Director, SVP Engineering India

January 14, 2025 02:30 pm

to
02:40 pm

Break and Trivia

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Dana Louie
Director of Strategic Programs
Emcee

January 14, 2025 02:40 pm

to
03:00 pm

Leadership Perspectives in Legal

Join in as Sean Donnelly presents on the Legal Department. He’ll give us insight into who is who across his teams, celebrate the team’s 2024 highlights, and look ahead to top priorities as we go into 2025.

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Sean Donnelly
General Counsel

January 14, 2025 03:00 pm

to
03:30 pm

Leadership Perspectives in HR

Tune in to our final session of Company Kickoff as Jessi Marcoff gives an overview of the People team, celebrates her team’s successes in 2024, discusses priorities in 2025, and announces our first set of Core Value Award winners.

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Jessi Marcoff
Chief People Officer

January 15, 2025 09:45 am

to
10:00 am

Elevate 25 | Pre-Show

Grab your coffee and reserve your virtual seat for the SKO Kickoff! You don't want to miss out on the pre-event fun and excitement while we gear up for the main event. Get ready to elevate your experience and be part of something extraordinary!

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DJ Will Gill
SKO Emcee

January 15, 2025 10:00 am

to
10:15 am

Welcome to SKO 25: Elevate Our Potential!

Join us as we embark on a journey to elevate our collective potential. This year’s theme, "Elevate," is all about reaching new heights together. Over the course of the event, we will explore innovative strategies, celebrate our achievements, and set ambitious goals for the future. Prepare to be inspired by key speakers, engage in dynamic workshops, and connect with your peers as we elevate our skills, our success, and our vision for the year ahead. Let's elevate together and make SKO 25 an unforgettable experience!

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Dan Freund
Chief Sales Officer

January 15, 2025 10:15 am

to
11:00 am

2024: A Year of Triumph and Transformation

Join us as we kick off our Sales Kickoff 2025 with an inspiring look back at the remarkable achievements and milestones of 2024. This session will highlight our key metrics, celebrate our top performers including Presidents Club winners, quota champions, and sales superlatives. Let's honor the dedication and excellence that have driven our success and set the stage for an even more extraordinary year ahead.

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Dan Freund
Chief Sales Officer

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Tom Powers
SVP Operations

January 15, 2025 11:00 am

to
12:00 pm

Crush Your Quota Using a Data-Driven Approach

Mark Roberge was the 4th employee at HubSpot, the first salesperson, and the first sales leader. He scaled the company over 9 years to a multi-billion dollar IPO. Surprisingly, he had never sold before. He was an MIT grad, computer programmer that found himself in the sales seat. Mark will tell us how he used data to crush his quota every quarter, how HubSpot moved upstream to large accounts, and where he sees sales going in the future

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Mark Roberge
Bestselling author & Senior Lecturer Harvard Business School

January 15, 2025 12:00 pm

to
01:00 pm

Lunch

January 15, 2025 01:00 pm

to
01:45 pm

Who We Are and How We Are Different

We are excited to highlight what makes our product exceptional, why customers choose us, and why they stay with us. We'll cover successful implementations, effective marketing programs, and how we help clients maximize their investment in InvoiceCloud. You'll leave with key talking points and tips to effectively showcase our unique advantages to prospects.

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Sarah Woodard
Director Product Management

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Mark Daoust
Chief Customer Officer

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Katie Johnson
VP, Customer Experience & Marketing

January 15, 2025 01:45 pm

to
02:30 pm

Prospecting to Win

Join Vince and David as they share winning tips to cut down research time and schedule more meetings during call blocks. Boost your productivity and achieve your goals faster!

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Vince Pegurri
Senior Account Executive

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David Hill
Enterprise Account Director

January 15, 2025 02:30 pm

to
03:15 pm

The Art of the Demo

Brett shares how he elevates product demos by focusing on prospects' unique challenges and business goals, using thoughtful discovery, strategic preparation, and personalized delivery. Attendees will learn best practices for collaboration with Sales Engineers to create impactful demos that engage prospects and drive successful outcomes.

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Brett Hyman
Director of Sales Engineering

January 15, 2025 03:15 pm

to
04:00 pm

Persuading Your Prospect to Enhance Their Experience with InvoiceCloud

At InvoiceCloud, we are committed to transforming your buying experience by leveraging advanced process tools such as JEP and MVS. Our approach ensures that we align our solutions with our customers specific needs and expectations, providing a seamless and efficient journey from start to finish.

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Maureen Morris
VP of Enterprise and Business Development

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Tim Fugger
Director of Enterprise, Strategic Accounts

January 15, 2025 04:00 pm

to
04:45 pm

Elevate Your Impact: Give-Get to Achieve Win-Win

Join Ray and Dan as they share the "Give-Get" to achieve successful outcomes in the sales process and achieve a 'win-win' in final sales negotiations.

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Ray Walsh
Vice President of Sales, Insurance

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Mark McNamara
Vice-President of Sales Mid-Market

January 15, 2025 04:45 pm

to
05:00 pm

Day 1 Wrap-up

On Day 1 of SKO 25, we embraced the theme "Elevate" with inspiring speakers, innovative strategies, and celebrations of our achievements. Looking ahead to Day 2, expect dynamic workshops and continued inspiration. Let's make SKO 25 unforgettable!

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Dan Freund
Chief Sales Officer

January 16, 2025 09:45 am

to
10:00 am

Elevate 25 | Pre-Show Day 2

Grab your coffee and reserve your virtual seat for Day 2 of the SKO Kickoff! The excitement continues with more pre-event fun and surprises as we gear up for another incredible day. Don't miss out on the action—let's elevate together!

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DJ Will Gill
SKO Emcee

January 16, 2025 10:00 am

to
10:30 am

Elevate Your Sales: Day 2 - Reaching New Heights in 2025!

We are excited to have Dan and our incredible sales leaders back with us for Elevate 25 | Day 2. Get ready for inspiring sessions where they will unveil their dynamic vision to ELEVATE our sales to new heights in FY25! Let’s embark on this exciting journey together and make FY25 our best year yet!

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Dan Freund
Chief Sales Officer

January 16, 2025 10:35 am

to
11:05 am

Get to Know Our CMO

Welcome to the team! Alice is a dynamic marketing leader who blends strategy, data, and creativity to achieve revenue goals and delight customers. She excels at building global teams, nurturing talent, and inspiring industry enthusiasm and looks forward to achieving great things together.

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Alice Palmer
Chief Marketing Officer

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Dan Freund
Chief Sales Officer

January 16, 2025 11:40 am

to
12:45 pm

Lunch

January 16, 2025 12:45 pm

to
02:30 pm

InvoiceCloud Value Selling | Session 1

We are excited to invite you to the first session of our innovative sales methodology, "InvoiceCloud Value Selling," led by Ed Franowicz from Vista Equity Partners. Don’t miss this opportunity to enhance your sales skills and learn from one of the best in the industry.

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Tim Silverman

January 16, 2025 02:30 pm

to
04:15 am

InvoiceCloud Value Selling | Session 2

We are thrilled to invite you back to the second session of our groundbreaking sales methodology, "InvoiceCloud Value Selling," featuring Ed Franowicz from Vista Equity Partners. This is a fantastic opportunity to further refine your sales skills and gain insights from one of the industry’s top experts. Don’t miss out!

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Tim Silverman

January 16, 2025 04:15 pm

to
04:30 pm

Elevate to Exceed: FY25 Kickoff

As we kick off the new year, it’s time to elevate everything we do to exceed the FY25 plan. Together, we’ll reach new heights, innovate beyond boundaries, and achieve extraordinary success. Let’s elevate our goals, strategy, and impact to make FY25 our best year ever!

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Dan Freund
Chief Sales Officer

How can you prepare for the Elevate 2025 theme?

Here are some tips to help you get ready to fully embrace the Elevate theme:

Understand the Vision: Familiarize yourself with the goals and vision for 2025 that will be shared on Day 1. This will help you align your personal and team objectives with the broader company strategy.
Engage with Leadership: Take advantage of the opportunity to hear directly from the Executive and Sales & GTM Leadership Teams. Prepare questions or topics you’d like to discuss to make the most of these sessions.
Collaborate and Network: Use this event to connect with colleagues from different departments. Building strong relationships can help you elevate your teamwork and collaboration throughout the year.
Reflect on Best Practices: Think about the best practices and insights you’ve gathered over the past year. Be ready to share your experiences and learn from others during the sessions on Days 2 & 3.
Set Personal Goals: Consider what “elevate” means for you personally. Set some goals for how you can elevate your performance, skills, and contributions in 2025.
Stay Open-Minded: Be open to new ideas and approaches. The Elevate theme is all about growth and innovation, so embrace the opportunity to learn and evolve.

By preparing in these ways, you’ll be ready to make the most of the event and truly elevate your impact in 2025!

Frequently Asked Questions


Do I need to register to attend Elevate25?

Yes, you will need to enter your name and email address to gain access to Elevate25 through the vFairs platform and enjoy all the features.

How will my information be used?

The information you provide upon registration will only be used to establish you as a user on the platform and to create your login credentials. It will not be used for any other purposes.

Do I need to download or install any software to be able to attend this event?

No. The vFairs platform is compatible with any computer or mobile device and any browser. You only need to have access to the Internet. However, either Google Chrome or Firefox is preferred to run the platform.

How do I login on the day of the event?

Your login information is simply your email address that you provided during registration. No password is required.

Who do I contact if I have troubleshooting issues on the day of event?

Send an email to elevate2025support@getvfairs.io for any technical assistance.

Where will the event be held?

This is a virtual event. You can participate anywhere that you have Internet access. The event is accessible from desktop, mobile and tablet devices.

Do I need to be available the whole day?

We understand that conflicts may arise unexpectedly. If you cannot attend some sessions, please contact your manager.

The times for the live event are not convenient for me. Can I still participate in the event?

We understand your schedule may not allow you to attend the event. If this is the case, please contact your manager.

Will the sessions be recorded?

Yes, the sessions on this platform will be recorded. Details on how to access the recordings will be shared with teams after the event.

Who from InvoiceCloud should I contact if I have any event questions?

You should contact Anne Grassey at agrassey@invoicecloud.com.