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Welcome to Your Quarterly Partner Update

The Vena Partner Update is a collection of important notifications and announcements exclusive to Vena Partners from Q3 (August - October). To view the updates most relevant to your work, simply select from one of the categories below to be directed to that section:

Vena Corporate Updates

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Mark Your Calendars for Excelerate Finance 2024!

We're excited to announce our annual conference, Excelerate Finance 2024, will be live and in-person May 15-16, 2024. Join us for educational sessions, roundtable talks, workshops, interactive demo spaces and much more, to unlock excellence within your finance, operations and business leaders, so they can accelerate their organizational, professional and personal growth. While we'll be gathering in-person, we'll also be live streaming our main stage bringing together as much of our Vena Community as possible.

Full conference details will be released on the Vena website next week!

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New Podcast Episode: Creating a Strategic Office of Finance

Organizations are rethinking the finance function and its potential to improve business-wide collaboration, decision making, and planning. In the Microsoft ecosystem, standard tools like Dynamics 365 Finance, Power BI, and Excel play a key role for financial professionals, but the office of finance often needs more specialized capabilities.

Rishi Grover, Chief Solutions Architect at Vena, joins Microsoft Dynamics World to explain how we're partnering with Microsoft to bring new offerings to market focused on the future of finance. He shares his perspective on advances across Microsoft's business solutions lineup and explains how Vena has partnered with Microsoft to offer Dynamics 365 customers new finance capabilities. He shares Vena's product roadmap, how the company is working with Microsoft Dynamics partners, and discusses the implications of Microsoft's AI roadmap on the finance function.

Partner Marketing Updates

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A Complete Guide to Vena's Partner Marketing Opportunities

From turnkey campaigns to co-marketing activities, we're continuously optimizing our Marketing programs to capture market demand and align to our Partners' needs. See a full list of currently available Partner Marketing opportunities for each Partner tier in our new Partner Marketing brochure!

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Engage Your Social Followers with our New Social Kit for Q3

Looking for high-quality content to fill your social calendar? The Vena Social Media team has selected three pieces of top performing content from this past quarter and packaged it up with ready-to-go graphics, suggested post content, and applicable hashtags. If you’re looking for high-quality, relevant content to raise awareness and educate your social followers, we invite you to share across your social channels.

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We're Raising Awareness Within Your Banking Accounts

Last quarter we announced the launch of our Account-Based Engagement (ABE) campaign into the manufacturing industry. As our team progresses our industry ABE approach, we've launched a new campaign into the banking & credit unions vertical. To support your team in responding to inquiries as your team and your accounts see our messages in-market, we've pulled together a library of Sales Enablement material, including value messaging, product screenshots, customer testimonials, and more.

To learn more about Vena's industry ABE approach, the industries we've launched campaigns within and view Enablement material, click here:

Sales Updates

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Expand Your Vena Expertise with the New Vena Academy Experience

Looking to level up your Vena expertise or ramp up a new team member? We've transformed the Vena Academy experience for Partners, making it easier to navigate and discover relevant training for your role. Easily access customized course catalogs directly from your home page, specific to:

• technical troubleshooting
• implementation best practices
• speaking to the Vena value
• and more!

Illustration of a photo square with a share icon on its corner and a speech bubble at its bottom. Behind an illustration of a blog post with a heart.

Engage Your Social Followers with our New Social Kit for Q3

Looking for high-quality content you can leverage for outbound outreach and engagement on your social channels? The Vena Social Media team has selected three pieces of top performing content from this past quarter and packaged it up with ready-to-go graphics, suggested post content, and applicable hashtags. If you’re looking for high-quality, relevant content to raise awareness and educate your social followers, we invite you to share across your social channels.

Illustration of a dollar coin

We're Raising Awareness Within Your Banking Accounts

Last quarter we announced the launch of our Account-Based Engagement (ABE) campaign into the manufacturing industry. As our team progresses our industry ABE approach, we've launched a new campaign into the banking & credit unions vertical. To support your team in responding to inquiries as your team and your accounts see our messages in-market, we've pulled together a library of Sales Enablement material, including value messaging, product screenshots, customer testimonials, and more.

To learn more about Vena's industry ABE approach, the industries we've launched campaigns within and view Enablement material, click here:

Product & Services Updates

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Learn About Upcoming Product Updates in our Fall '23 Release

Available starting November 13th, 2023, the Fall '23 Product Release includes various improvements to overall productivity and ease of use through additional features and enhancements. These include:

• What's new in Vena: Fall '23 Release
• The Foreign Exchange Function is now GA
• Vena Academy Course - How to: Setup Vena's Foreign Exchange (FX) Conversion
• Improved user interface for ETL Template pages
• Choose Box in Vena 365 Connect
• New Integration Connectors (Currently in Closed Beta)
• Improvements to the Foundations Dashboard
• New Data Transformation feature in Quick Start (Currently in Closed Beta)

For a deeper dive into these features, please visit our PS product release page or view the video recordings below!

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An illustration of an open book on a green background. On the opened page is an illustration of a graduation cap.

Expand Your Vena Expertise with the New Vena Academy Experience

Looking to level up your Vena expertise or ramp up a new team member? We've transformed the Vena Academy experience for Partners, making it easier to navigate and discover relevant training for your role. Easily access customized course catalogs directly from your home page, specific to:

• technical troubleshooting
• implementation best practices
• and more!

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“Admin User License” Naming Convention Change

You'll notice we've recently changed the naming for "Admin User" to "Power User". This change will eliminate any confusion that may arise during contract and/or functionality reviews with your clients as you're assigning Administrative rights to Vena users.

To learn more, watch our Admin > Power License Update above.