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5 June, 2025
The Ned
A Members' Club and Hotel in the City of London

Lunch & Learn London

Join us in London to discover the latest finance trends, learn FP&A best practices and see how you can transform Excel into your Complete Planning platform.

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Featuring Vena Customer Beacon Rail

Lunch & Learn London Agenda

5 June, 2025 | 10:00AM - 2:00PM BST

10:00-10:30 BST | Welcome, Coffee & Tea

Guests are welcomed for coffee and networking before the formal program begins.

10:30-11:00 BST | Introduction & Discussion

An introduction to Finext and Vena Solutions and opportunity to hear about the latest FP&A trends and best practices

11:00-11:30 BST | Vena Demonstration

Live demo of Vena Complete Planning, including our AI assistant for FP&A Teams - Vena Copilot. The session will show how clients in the Financial Services industry utilise Vena for Integrated Planning

11:30-11:45 BST | Coffee Break & Networking Discussion

11:45-12:15 BST | Hear how Beacon Rail leverages Vena

Beacon Rail partnered with Finext to transform their financial planning and reporting capabilities using Vena. While their initial focus was on strengthening the budgeting process, the results extended far beyond

Accomplishments to Date:

  • Integrated Financial Planning: Streamlined budgeting and forecasting across the business
  • Automated Management Reporting: PowerPoint reports now generated with ease and consistency
  • Workforce Planning Across Borders: A custom-built, multi-country workforce planning model tailored to their organizational structure
  • System Integration: Seamless connectivity with both Microsoft Dynamics 365 and Power BI, enabling a unified data and reporting landscape

Beacon Rail’s journey is a strong example of how Vena, combined with advisory guidance from Finext, can deliver impactful outcomes

12:15-12:45 BST | Deeper Customer Dive and Recommendations from Finext

Additional Vena Customer use cases are explored, with deeper insights and practical takeaways for companies looking to leverage FP&A technology

12:45-13:00 BST | Wrap

13:00-14:30 BST | Lunch

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