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Modern Finance

4 Data-Backed Tips for Finance Leaders in Times of Increasing Uncertainty

Sam Becker
June 20, 2025
Find recommendations based on our survey of over 200 finance leaders on how to overcome uncertainty by reducing redundancies, leveraging AI and fostering connections.
Data and Tech

Vena Copilot in Microsoft Teams: AI Answers Embedded in Your Flow of Work

Nicole Diceman
July 17, 2025
Discover how Vena Copilot in Microsoft Teams brings instant, data-driven insights into your conversations—empowering smarter, faster decisions.
Modern Finance

The Best FP&A Conferences for 2025 (Virtual and In-Person)

Vena Solutions
July 15, 2025
Discover the best conferences for FP&A professionals to attend in 2024. Find opportunities to learn from experts and peers, earn CPE credits and hone your skills.
Modern Finance

Is Your Budgeting Process Causing Organization-Wide Dread? 6 Tips To Fix It.

Adam Rakich
July 10, 2025
Finding it hard to build enthusiasm for your budgeting process? It may be time for a change. Discover six tips for improving the budgeting process for the whole business.
Data and Tech

AI Buyer’s Guide for Finance: What To Look For, What To Ask and How To Get Buy-In

Jessica Tee Orika-Owunna
July 04, 2025
A strategic guide for finance leaders evaluating AI in 2025. Discover the key features to prioritize, questions to ask vendors, and how to secure buy-in from your IT department.

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Video Series
Women in Finance
Join host Wendy Braithwaite, Chief Financial Planning & Orchestration Officer at Microsoft Canada, for empowering conversations with leading women in corporate finance.
Video Series
Excelerate Summit 2023
Video Series
Excelerate London 2023

Executive Perspective

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

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

Budgeting Best Practices (Strategies and Expert Insights for 2024)

Tom Seegmiller
November 08, 2023
Navigate the annual budget season with best practices from finance experts. Understand which budget methodology is best for your business and improve cross-department collaboration.
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Strategy and Operations

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.
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Muneerah Kanji
VP of Finance, Vena
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Excel Essentials

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 FP&A Professionals Can Use Python in Excel for More Powerful Analysis

Adam Kleinert
December 07, 2023
Learn what implications the integration of Python in Excel has for FP&A professionals, along with four in-depth use cases and an overview of the integration's limitations.
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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

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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Blog Contributors

Headshot for Jonathan Paul

Jonathan Paul

Senior Director, Content & Communications, Vena

Headshot for Melissa Howatson

Melissa Howatson

Chief Financial Officer, Vena

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Paul Barnhurst

The FP&A Guy

Headshot for Tom Seegmiller

Tom Seegmiller

Vice President, FP&A, Vena

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