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Vena AI in Action Workshop

New to Vena AI? Haven't gone beyond basic prompting? Join us for this free virtual workshop!

Get hands-on with Vena AI's conversational interface to boost your productivity across analysis, reporting, visualizations, and planning. Limited to 40 virtual seats.

Register Now
Vena_MicrosoftCopilot_Webinar_June17

July 20, 2026 | 10:30 AM – 12:00 PM ET / 3:30 PM - 5:00 PM BST | Free Virtual Workshop | 1.5 CPE/CPD

What You'll Learn in Just 90 Minutes

In this 90-minute session, you'll explore four of Vena’s agents through real-life FP&A scenarios, leaving with practical prompting skills you can immediately apply to accelerate your day-to-day workflows.

  • Vena_Copilot_Excel

    Uncover what's driving your numbers with the Analytics Agent

    Investigate trends, patterns, and variances to stay ahead of your CFO's questions.

  • Vena-Blog_Best AI Software for FPandA_1200x800

    Surface Key Insights For Sharing with the Reporting and Visualization Agents

    Go from raw data into stakeholder-ready reports and charts, fast.

  • Vena-Blog-Header_Why_the_Most_Important_Skill_in FP&A_Is_Business_Acumen 1

    Turn Insights into Action with the Planning Agent

    Translate analysis into data-driven budgets and forecast to guide what comes next

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Learning Objectives

  1. Uncover trends, variances, and key cost drivers in FP&A workflows using the Analytics Agent.
  2. Generate reports and visual insights using the Reporting Agent and Visualization Agent.
  3. Build budgets and forecasts using the Planning Agent and defined business assumptions.

Program Level: Basic

Prerequisite Education: Optional: Introduction to the Vena Data Model

Advanced Preparation: None

CPE-Eligibility: To earn CPE credits, you must: Attend the entire instructor-led session (90 minutes). Register your attendance and departure, including exits and re-entry during breaks. Participate in all discussion and polling questions Complete all in-class, hands-on exercises

Session content and objectives are subject to change to ensure an optimal attendee experience. National Association of State Boards of Accountancy (NASBA) Information Regarding CPE Credits for this Program. For full NASBA details please refer to to the following document.

Meet Our Speakers

Meet your team of Instructional Experts

Eddy Webster_green

Eddy Webster

Senior Director, Customer Enablement
Vena

Vik Bhasin

Vik Bhasin

Training Specialist
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

Limited to 40 virtual seats.