Scaling SaaS Right Now: Lessons from the Frontlines

Today’s environment is forcing SaaS founders and operators to rethink not just what they build—but how they build, deliver, and scale it.

Join us for a candid, discussion-driven session with Bryan Walley, CEO & Co-founder of Forward Inheritance, as we explore what it takes to grow a SaaS venture in today’s rapidly shifting landscape.
Bryan is has built Forward Inheritance, a platform designed to bring clarity and structure to one of the most complex and emotionally charged areas families face—inheritance and legacy planning. The idea didn’t start as a business—it started as a personal need. Faced with navigating estate planning within his own family, Bryan saw firsthand the lack of simple, secure, and transparent tools to organize information, communicate clearly, and align across generations. So he built one.
Today, Forward is evolving that solution into a broader platform that helps families move from confusion and avoidance to clarity and preparedness—combining secure document management, financial tools, and guided collaboration.

In this session, Bryan will share how his team is approaching:

• Building and positioning a SaaS product in a nuanced, human-centered problem space
• Rethinking product delivery and user experience in today’s market
• Navigating the intersection of fintech, family dynamics, and long-term planning
• Lessons learned while scaling in an environment that demands adaptability

This won’t be a one-way presentation—it’s an opportunity to exchange ideas, compare approaches, and learn from others navigating similar challenges.
Whether you're building, scaling, advising, investing—or simply interested in how SaaS is evolving—this session offers a practical and timely perspective on what’s working right now.

Networking
Come early to connect with fellow founders, technologists, creatives, and community members. Friday Coffee Meetup is as much about the people in the room as it is about the conversation on stage.

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## About the Speaker

Bryan Walley is CEO & Co-founder of Forward Inheritance and a technology and business leader with a proven track record of building and delivering software-driven solutions across a range of industries, including financial services.
His experience spans the full lifecycle of innovation—from early concept and product development through go-to-market execution and operational scale. With a background that bridges technology, business strategy, and execution, Bryan has led initiatives across software development, product management, strategic partnerships, and business growth.
At Forward Inheritance, Bryan is focused on helping families navigate inheritance and legacy planning through tools that promote clarity, communication, and proactive