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Vena AI in Action Workshop

New to Vena AI? Haven't gone beyond basic prompting? Join us!

Get hands-on with Vena AI's conversational interface to boost your productivity across analysis, reporting, and visualizations. Limited to 60 virtual seats.

Registration deadline: Thursday, November 26th, 2026

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December 3rd, 2026 | 2 PM – 3PM ET | Free Virtual Workshop | 1 CPE/CPD

What You'll Learn in Just 60 Minutes

In this 60-minute session, you'll explore two 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.

This session highlights the updated Analytics Agent, an intelligent conversational partner that learns how your organization works, asks clarifying questions to better understand intent, and provides reasoning in its responses.

  • 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 Agent

    Go from raw data into stakeholder-ready reports fast.

  • Vena-Blog-Header_Why_the_Most_Important_Skill_in FP&A_Is_Business_Acumen 1

    Handle nuanced questions the way your team does using Skills

    Teach how to execute specific procedures based on how to find, combine, and calculate the way your team does.

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
  3. Document and execute a series of procedural steps using Skills

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

  • Complete all learning activities and participate in any group discussions and the required polling questions within the session.

     

 

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 the following document.

 

Meet Our Speakers

Meet Your Team Of Instructional Experts

Vik Bhasin

Vikrant Bhasin

Training Specialist
Vena

Rafael Villanueva

Rafael Villanueva

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 60 virtual seats. Registration deadline: Thursday, November 26th 2026