Beyond ChatGPT: Practical AI Skills, Agents & Automations for Finance
Move beyond prompting and discover how finance teams are using AI agents, Model Context Protocol (MCP), automation, and advanced prompting techniques to streamline reporting, analysis, reconciliations, and planning workflows.
October 14, 2026 | 11:00 – 11:45 AM ET / 4:00 - 4:45 PM BST | Free Webinar
Three Reasons to Attend:
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Go Beyond Prompting with AI Agents and MCP
Learn how AI agents and Model Context Protocol (MCP) extend the capabilities of generative AI by connecting to trusted data sources, executing tasks, and supporting end-to-end finance workflows.
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Master Practical AI Techniques for Finance
Discover advanced prompting strategies and automation techniques that improve reporting, reconciliations, planning, and financial analysis while reducing manual effort.
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See Intelligent Finance Workflows in Action
Experience live demonstrations of how AI, agents, and automation work together tostreamline repetitive processes, accelerate decision-making, and increase productivity across the finance function.
Meet Our Speakers
Explore The Series
Discover your Finance AI Persona: Where are you on the AI Journey?
Not every finance professional approaches AI the same way. Some are excited to experiment, others have been tasked with evaluating AI, while some remain skeptical. In this interactive session, identify your AI persona, understand the opportunities and risks associated with each mindset, and build a roadmap for increasing AI adoption within your finance team.
How to Prove AI ROI in Finance: The KPIs That Matter
AI can save time, improve decision-making, and increase productivity—but how do you prove its value? Learn practical frameworks for
measuring AI's impact across finance, from efficiency gains and reporting cycles to forecasting accuracy and business outcomes.
How to Use AI for Forecasting & Scenario Planning
See how AI is changing the way finance teams build forecasts, evaluate scenarios, and support strategic decisions. Learn how AI can
accelerate model creation, identify key business drivers, generate scenarios, and help finance respond faster to changing business
conditions.
Meet the Experts Making AI Practical for Finance Teams
Mike Rzepka
Senior Director, Solutions Architecture & Strategy, Vena
Adam Kleinert
Senior Solutions Architect, Vena
Zintis Vandelis-Muir
Principal Solutions Architect, Vena
Event Agenda
April 10, 2026 | 12:30 PM – 5:00 PM ET
Join finance leaders for a day of hands-on learning, expert-led sessions, and networking opportunities designed to help you get the most out of Vena.
12:30 PM ET | Networking Lunch
Connect with other attendees and Vena experts over a casual lunch before the sessions begin.
12:30 PM ET | Networking Lunch
Connect with other attendees and Vena experts over a casual lunch before the sessions begin.
12:30 PM ET | Networking Lunch
Connect with other attendees and Vena experts over a casual lunch before the sessions begin.
Save Your Spot
Join us on October 14 to learn practical ways to apply AI across financial modeling, reporting, analysis and planning workflows. Can't make it? Register anyways and we'll send you the video recording.