Best Revrec Podcasts (2026)

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The Future Is Metered: Puneet Gupta on How to Succeed with Usage-Based Models 19:46

Play Pause

28d ago19:46

19:46

In this episode of The Margin, Andrew Dailey, Managing Director at MGI Research, speaks with Puneet Gupta, CEO and Founder of Amberflo, and a key architect behind Amazon Web Services’ early consumption billing systems. They explore what it takes to succeed with usage-based pricing, from cultural alignment and metering infrastructure to flexible bil…

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Transforming Professional Services: Dan Brown on Pragmatic AI 40:53

1M ago40:53

40:53

In this episode of The Margin, MGI Research Managing Director Igor Stenmark speaks with Dan Brown, Chief Product Officer at Celonis, about the true impact of generative AI on professional services. Is it an existential threat, or a powerful accelerant? Drawing on experience at Microsoft and leading PSA vendors, Dan unpacks where GenAI delivers real…

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Redefining Revenue: Youssef Yaghmour on the Six Pillars of Intelligent Monetization 38:16

2M ago38:16

38:16

In this episode of The Margin, MGI Research Managing Director Igor Stenmark sits down with Youssef Yaghmour, CEO and Founder of BluLogix, to explore the evolving challenges of monetization for multi-channel enterprises. They discuss the limitations of ERP systems, the role of AI in revenue prediction, and BluLogix’s six pillars of intelligent reven…

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Tien Tzuo on Total Monetization: The Next Evolution Beyond Subscriptions 21:03

2M ago21:03

21:03

In this episode of The Margin, Andrew Dailey, Managing Director of MGI Research, sits down with Zuora CEO and founder Tien Tzuo, the originator of the “subscription economy,” to explore his latest vision: Total Monetization. They discuss how modern business models are shifting from static pricing to dynamic, relationship-based monetization strategi…

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Jagan Reddy and the Future of RevRec 22:00

3M ago22:00

22:00

In this episode of The Margin Podcast, Andrew Dailey of MGI Research speaks with Jagan Reddy, Founder and CEO of RightRev, about the mounting pressure on finance teams as businesses adopt consumption-based models. Drawing on decades of experience in revenue automation, Reddy explores the collapse of spreadsheet-based rev rec, the hidden risks of po…

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Pricing as a Growth Engine: Vendavo’s Vision with Eric Carrasquilla 37:06

3M ago37:06

37:06

In this episode of The Margin, Andrew Dailey speaks with Eric Carrasquilla, CEO of Vendavo, about the evolving discipline of pricing and its impact on business profitability. Eric shares how generative AI is transforming price optimization, why domain expertise matters more than ever, and what’s driving success for enterprise B2B companies in volat…

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Adam Howatson on Why the Future Is Usage-Based 41:08

4M ago41:08

41:08

In this episode of The Margin, Andrew Dailey of MGI Research speaks with Adam Howatson, CEO of LogiSense, about the rising shift from subscription to usage-based pricing models. As the architect behind the “usage economy,” Howatson shares what businesses gain when they move away from flat-fee pricing—highlighting customer retention, monetization fl…

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Grant Peterson on Generative AI, CLM, and the Future of Contracting 38:38

4M ago38:38

38:38

In this episode of The Margin, Igor Stenmark speaks with Grant Peterson, Chief Product Officer at Conga, about how generative AI is reshaping Contract Lifecycle Management (CLM). Grant shares his perspective on where GenAI adds real value, where it falls short, and how companies can responsibly integrate AI into their workflows. Drawing on his expe…

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Is AI Going to Replace Your Billing? 32:48

4M ago32:48

32:48

In this episode of The Margin, MGI Research Managing Directors Andrew Dailey and Igor Stenmark explore one of the hottest, and most misunderstood, topics in enterprise tech: AI in billing. They break down real-world use cases for generative AI and machine learning, assess what’s table stakes versus experimental, and explain how AI is already impact…

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Jane Koltsova on Turning Finance into a Strategic Growth Engine 30:38

4M ago30:38

30:38

In this episode of The Margin, Andrew Dailey of MGI Research sits down with Jane Koltsova, Sr. Director of Finance Operations and Order to Cash Transformation at Medidata Solutions. Drawing on her experience at Salesforce and PagerDuty, Jane unpacks the critical, but often overlooked, role finance plays in scaling SaaS businesses. From revenue reco…

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EP42 Case Study: Levi Strauss 2023 10K 30:52

10M ago30:52

30:52

In this episode, we investigate the Levi Strauss 2023 10K to see which revenue accounting practices may impact how they recognize and report revenue.By Susan Holmes and Natasha Castelli

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EP41 Transfer of Control Point in Time 21:59

11M ago21:59

21:59

In Episode 40, we talked about Transfer of Control over time. Now it's time to discuss indicators that Transfer of Control has occurred at a point in time.By Susan Holmes and Natasha Castelli

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EP 40 Transfer of Control Over Time 21:01

12M ago21:01

21:01

The RevRec Gals are welcoming 2025 with our 40th episode! Who knew there was so much to nerd out about related to Revenue Accounting? This episode's topic is transfer of control over time. We discuss the criteria and indicators for recognizing revenue over time. Thanks for listening!By Susan Holmes and Natasha Castelli

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EP39 Concept of Distinct 28:05

1y ago28:05

28:05

Step 2 of ASC 606 is to identify your performance obligations. That task requires an understanding of how the guidance defines Distinct. Listen in as we discuss the nuances of determining if a good or service is distinct or distinct within the context of the contract.By Susan Holmes and Natasha Castelli

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EP38 Guest Jeff Alley of Everest Systems 35:33

1y ago35:33

35:33

In this episode, we are excited to welcome Jeff Alley of Everest Systems. The discussion covers a range of topics from the challenges faced by SaaS companies to how Revenue Accountants have a similar mind-set to system developers. He also tells us more about the SaaS ERP application his company is building which covers the full end-to-end process f…

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EP37 Case Study: HP Instant Ink 30:01

1y ago30:01

30:01

This episode is a bit different. It's what we call a Case Study. We've taken a product or service, in this case, the HP Instant Ink Plan, and based on the information available to us, discussed what the Revenue team might have considered in determining the appropriate recognition for this service.By Susan Holmes and Natasha Castelli

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EP36 Portfolio Method Practical Expedient 19:56

1y ago19:56

19:56

ASC606 requires that adjustments to revenue be done at the transaction level. That's not always feasible due to a high volume of transactions or the inability to identify specific contracts to which the adjustment applies. In this episode, we discuss the Portfolio Method and how a top-level adjustment can be made which results in reporting revenue …

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EP35 Implied Performance Obligations 24:42

1+ y ago24:42

24:42

Join us in this episode for a discussion on implied performance obligations, the challenges they present, and where to look for them.By Susan Holmes and Natasha Castelli

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EP34 Remaining Performance Obligations 21:48

1+ y ago21:48

21:48

This episode is all about Remaining Performance Obligations, a reporting requirement for quarterly and annual reports. We talk about the challenges of identifying and reporting on performance obligations not yet delivered.By Susan Holmes and Natasha Castelli

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EP33 Reserves and Accruals 27:03

1+ y ago27:03

27:03

Listen in as we dive into the topic of reserves and accruals.By Susan Holmes and Natasha Castelli

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EP32 Guest Angela Liu 37:58

1+ y ago37:58

37:58

In this episode we welcome Angela Liu to the podcast for a discussion on usage and consumption based models. Hear her insights into the options for recognizing revenue under these models along with the challenges of each. She also provide ideas on how to better communicate with other teams within an organization with the help of AI.…

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EP31 Usage Based POBs 21:14

1+ y ago21:14

21:14

Listen in as we discuss the usage based performance obligations. Variable consideration, material rights, and SSP can all be impacted by how the deliverable is measured, tracked, and reported.By Susan Holmes and Natasha Castelli

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EP30 Series of Distinct Performance Obligations 20:32

1+ y ago20:32

20:32

Listen in as we discuss the series of distinct performance obligation guidance. This topic covers how it's defined, circumstances which may impact the timing of recognition, and methods of recognition.By Susan Holmes and Natasha Castelli

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EP29 Key Metrics 23:17

1+ y ago23:17

23:17

Join us for a discussion on Key Metrics where we talk about challenges to defining and compiling the data.By Susan Holmes and Natasha Castelli

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EP28 Costs to Obtain a Contract 25:58

1+ y ago25:58

25:58

Join us for a conversation regarding Costs to Obtain a Contract in which we discuss criteria for identifying costs, recording costs, and practical expedients.By Susan Holmes and Natasha Castelli

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EP27 Credit Memos 18:01

2y ago18:01

18:01

We are back discussing the topic of Credit Memos. In this episode, we discuss the different types of credit memos and treatments as well as best practices we've seen for handling high volumes.By Susan Holmes and Natasha Castelli

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EP26 Collectibility and whether a Revenue Contract Exists 22:39

2y ago22:39

22:39

Listen in on our discussion around the topic of Collectibility, what factors may contribute to the assessment, and what to do when it's deemed a Revenue Contract doe not exist.By Susan Holmes and Natasha Castelli

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EP25 Material Rights 25:10

2y ago25:10

25:10

Join us for a discussion on material rights in which we talk how they may be presented and the challenges of determining their value.By Susan Holmes and Natasha Castelli

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EP24 Guest Em Daigle, host of The Closers podcast 36:10

2y ago36:10

36:10

Join us for a conversation with Em Diagle, host of The Closers podcast as we discuss the state of Revenue Accounting, the latest trends, working with other teams, and ways to advocate for more automation.By Susan Holmes and Natasha Castelli

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EP23 Principal vs Agent 27:16

2y ago27:16

27:16

Join us for a discussion on Principal vs Agent and when revenue can be recognized on a gross versus net basis.By Susan Holmes and Natasha Castelli

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EP22 Month End Close 23:16

2y ago23:16

23:16

Join us as we discuss best practices and suggestions to streamline the month end close.By Susan Holmes and Natasha Castelli

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EP21 Guest Sharon Ng, Revenue Consultant 44:18

2y ago44:18

44:18

Join us for a discussion with fellow Revenue consultant, Sharon Ng, who provides her experiences with contract modifications.By Susan Holmes and Natasha Castelli

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EP20 Contract Modifications 21:32

2y ago21:32

21:32

Join us as we discuss how to identify and account for contract modifications.By Susan Holmes and Natasha Castelli

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EP19 Guest Rakesh Gorenta, Product Manager, Zuora 38:05

2y ago38:05

38:05

Join us as we welcome Rakesh Gorenta, Product Manager at Zuora, on the show to get his perspective on how to prepare for a successful implementation of a revenue application.By Susan Holmes and Natasha Castelli

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EP18 Revenue System Configurations 22:43

2y ago22:43

22:43

We've talked about the systems that feed data into Revenue Engines and the data required for the Revenue Engine. Now it's time to talk about some of the configuration considerations when setting up the application.By Susan Holmes and Natasha Castelli

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EP17 Guest Chris Gomez, Sr Revenue Manager, Zoom 33:13

2y ago33:13

33:13

Join us for a conversation with Chris Gomez, a Senior Revenue Manager at Zoom, as we discussion system and reporting support for the revenue team as well as the pros and cons of building a revenue system versus purchasing third-party software.By Susan Holmes and Natasha Castelli

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EP16 Revenue Systems Data 36:20

2+ y ago36:20

36:20

Join us for a discussion on the data needed to populate the revenue systems and hear about some of the challenges of acquiring it.By Susan Holmes and Natasha Castelli

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EP15 Guest Jill Hauck, Revenue Operations Consultant 30:33

2+ y ago30:33

30:33

Join us for a conversation with Jill to hear about her experiences working with the revenue process and related systems.By Susan Holmes and Natasha Castelli

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EP14 Revenue Impacting Systems 34:45

2+ y ago34:45

34:45

Join us in a conversation about all the systems which impact revenue recognition from the Customer Relationship Management (CRM) to the general ledger (GL).By Susan Holmes and Natasha Castelli

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EP13 Revenue Timing 19:25

2+ y ago19:25

19:25

Join us for a review of Step 5 of ASC606, recognition timing, where we discuss some of the more complex situations for determining when delivery has occurred.By Susan Holmes and Natasha Castelli

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EP12 Relative Allocation 26:49

2+ y ago26:49

26:49

To allocate or not to allocate? In this episode, we cover revenue allocation options, methods of applying SSP, and alternatives for booking the adjusting entries.By Susan Holmes and Natasha Castelli

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EP11 SSP Methodology 20:22

2+ y ago20:22

20:22

Join us as we continue discussing SSP analysis. In this episode, we look into options for performing the analysis such as measurement, ranges, compliance, and what the bell curve is telling you.By Susan Holmes and Natasha Castelli

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EP10 SSP Stratifications 14:36

2+ y ago14:36

14:36

Welcome back as we continue our discussion on SSP. This episode focuses on stratifications.By Susan Holmes and Natasha Castelli

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EP9 SSP Analysis Data Gathering 20:45

2+ y ago20:45

20:45

Join us as we begin a discussion on performing an SSP Analysis. This episode is focused on gathering and cleaning the data.By Susan Holmes and Natasha Castelli

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EP8 POB valuation options 15:16

2+ y ago15:16

15:16

This episode begins our discussion on how to determine a value for each performance obligation (POB). We talk about the valuation methods of stand-alone selling price (SSP), market pricing, third party evidence, cost-plus, and residual.By Susan Holmes and Natasha Castelli

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E7 Variable Consideration 21:37

2+ y ago21:37

21:37

This episode is all about variable consideration: how it impacts the transaction price and what factors play into its valuation.By Susan Holmes and Natasha Castelli

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EP6 Transaction Price 33:35

2+ y ago33:35

33:35

Join us for a conversation about transaction price where we discuss the impact of termination for convenience clauses, multi-year contracts, significant financing, non-cash consideration, and principle vs agent.By Susan Holmes and Natasha Castelli

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EP5 Other Performance Obligations 33:52

2+ y ago33:52

33:52

Join us for a discussion about non-software performance obligations including services, hardware, and contractual requirements that do not impact revenue.By Susan Holmes and Natasha Castelli

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EP4 Software Performance Obligations 29:38

2+ y ago29:38

29:38

Discussion around the types of software performance obligations (POBs) and what differentiates them.By Susan Holmes and Natasha Castelli

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EP3 Contract review and checklists 23:29

3y ago23:29

23:29

Discussions around the process of reviewing contracts and what clauses can impact revenue accounting allocations and timing.By Susan Holmes and Natasha Castelli