Agenda & Key Highlights

1. Introduction to Vena: FP&A Without the Excel Struggles

• Explained the global shift towards CPM tools and how Vena enhances Excel.
  
• Showcased real-time collaboration, audit trails, and process control features.
  
• Live Q&A: Attendees shared common Excel frustrations—manual updates, errors, and version control.

2. Process Optimization: Structure and Governance

• Demonstrated workflow automation for budgeting and forecasting cycles.
  
• Showed how version chaos is replaced with structured templates and real-time tracking.
  
• Live Poll: Participants revealed that most still rely on unstructured, email-heavy processes.

3. Forecasting Mastery: OpEx & Headcount Planning

• Presented six techniques for OpEx forecasting.
  
• Showed how to integrate headcount and compensation data seamlessly.
  
• Live Demo: Built a complete OpEx forecast using Vena’s guided workflow.

4. Reporting & Insights: Excel + Power BI

• Built dynamic, refreshable reports directly in Excel.
  
• Showcased integration with Power BI for dashboards and visual analytics.
  
• Live Demo: Created an FP&A report in under 10 minutes—powered by Vena + Excel + Power BI.