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Learn how to conduct an annual planning process that effectively connects budgets to your business's strategic goals, with expert insights from five finance leaders.

Modern Finance

A Step-by-Step Guide to the Month-End Close Process (With Checklist and Templates)

Jessica Tee Orika-Owunna

November 13, 2025

Use this checklist to simplify your month-end close process, reduce errors and deliver reliable financials that your entire organization can draw from.

Strategy and Operations

Executive Perspective

The Bridge Between Finance and Strategy: How To Become a More Strategic CFO

Vena Solutions

August 14, 2024

A strategic CFO goes beyond the numbers to impact decisions business-wide on equal footing with their C-suite colleagues. Learn how to go from focusing on the near term to the big picture.

Executive Perspective

The 18 CFO Podcasts Every Finance Leader Should Listen Out For in 2025

Vena Solutions

January 02, 2025

Featuring insights and interviews around the topics of finance, accounting and FP&A, these are the best podcasts for finance leaders to listen to today.

68%

of finance leaders say they have a seat at the table for most business-wide strategic planning discussions or lead those discussions.

2022 Benchmark Report

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Modern Finance

What the CFO Reports to the Board of Directors (Template Included)

Melissa Howatson

October 31, 2024

Understand the key information a CFO must report to the Board of Directors along with advice for CFOs from a board member's perspective. Use our board report template to build your reports faster.

Modern Finance

Annual Planning Best Practices: Your Strategic Playbook for 2026 Planning

Sam Becker

September 26, 2025

Learn how to conduct an annual planning process that effectively connects budgets to your business's strategic goals, with expert insights from five finance leaders.

Vena Academy

Fast track your career with courses led by industry experts.

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Strategy and Operations

What Is Sales Planning? Advice for Creating a Sales Plan, Sales Forecasting and More

Shaun Jansen

April 11, 2024

Learn how finance and sales teams work together to create a sales plan that ensures your revenue engine is operating at peak performance.

Strategy and Operations

Industry Benchmarks of Gross, Net and Operating Profit Margins

Vena Solutions

August 23, 2024

Discover the highest (banking) and lowest (auto & truck) average profit margins by industry. Learn how gross, net and operating profit margins impact business.

The trick for us is now to be able, not just to analyze the financial data we have, but to marry that up with the non-financial data to inform the business with insights on a timely basis.

Muneerah Kanji

VP of Finance, Vena

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Excel Essentials

From Data to Decisions: How To Craft a KPI Dashboard in Excel (Templates Included)

Vena Solutions

September 23, 2024

Learn how to build a KPI dashboard in Excel step by step and find tips for elevating your financial reporting. Free templates included.

Excel Essentials

How To Use Python in Excel for FP&A: Use Cases and Examples

Jessica Tee Orika-Owunna

November 04, 2025

Learn how to use Python in Excel for FP&A use cases such as forecasting, predictive modeling, and data cleaning.

Excel and Power BI Templates

Access a library of best-in-class templates designed to save you time.

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Data and Tech

The Definitive Guide to AI in FP&A: Benefits, Use Cases and Risks Explained

Lisa Van de Ven

April 22, 2024

Experts in finance, business and technology weigh in on the potential use cases of AI in FP&A and the benefits and risks that come along with it.

Data and Tech

6 Microsoft Copilot Prompts for Finance Teams

Hugh Cumming

April 12, 2024

Microsoft Copilot can augment finance teams’ ability to interpret data and speed up workflows. Here are six sample prompts to help you harness it.

61%

of organizations are planning to increase their technology investment—with data integration, finance-owned data analytics and automation at the top of the list.

2022 Benchmark Report

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