WEBINAR RECORDING
FP&A, Reinvented: Master Finance Automation for Precision
What was covered
Agenda and key highlights
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.
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.
Forecasting mastery: OpEx and 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.
Reporting and insights: Excel plus 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 and Power BI.