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October 23, 2025 | 2:00PM - 3:00PM EST
VIRTUAL MEETING

Scaling Smart: Vena Solutions Demo for Vista Equity Portfolio

Exclusive access for Vista portfolio leaders to see how Vena, also a Vista company, is redefining enterprise finance with AI.
Join Vena - winner of Vista’s AI Hackathon: Highest Business Impact Award – for a live demonstration of our Enterprise FP&A platform.

 

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Join us and learn how:

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Vena clients benefit from cutting edge generative and agentic AI capabilities, supporting true FP&A capability diffusion throughout their organizations. 

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Vena's EPM platform supports finance-led planning, complex revenue and operational planning, month-end close/consolidations and incentive compensation management capabilities. 

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Vena's unified architecture results in a low learning curve, high adoption, low total cost of ownership, and scalable ROI. 

September 25, 2025 | 9:00AM - 5:00PM EST

8:30AM - 9:00AM EST | Breakfast & Vena Certification Registration (optional add on)

9:00AM - 12:00PM EST | Vena Certified: Data Insights in Vena for Day-to-Day Decision Support (optional add on)​

This certification is designed specifically for FP&A professionals seeking to enhance their day-to-day decision-making through effective use of Vena’s dashboarding capabilities with Vena Insights. Participants will learn how to leverage Vena’s powerful dashboarding capabilities to visualize financial data, customize reports, and interact with data models in a way that supports agile forecasting, budgeting, and analysis. The course balances conceptual understanding with hands-on activities, enabling learners to confidently build, modify, and deploy dashboards aligned to FP&A workflows. Through real-world case studies and guided practice, participants will develop the skills to deliver timely insights and foster data-driven decisions across their teams.

12:00PM - 1:00PM EST | Lunch & Afternoon Registration

1:00PM - 1:15PM EST | Welcome & Introductions​

1:15PM - 2:30PM EST |
A. Finance Leader Fireside Chat Breakout
​B. Kickstart Clinics Breakout

2:30PM - 2:45PM EST | Break

2:45PM - 3:45PM EST | Finance Leadership Roundtables

3:45PM - 4:50PM EST | Vena Roadmap & Vena Copilot Demonstrations

4:50PM - 6:00PM EST | Closing, Networking and Cocktail Hour

Location

Agenda: SEPTEMBER 28 | 12:30 PM - 5 PM ET

Inflation. Rising interest rates. Supply chain issues. For finance professionals in 2022, there’s a lot to consider. Join Vena Collaborate, a community based live experience to help finance leaders grow and lead their organizations through the current economic climate.

This CUSTOMER EXCLUSIVE event consists of three main sessions, each designed to enable confident decision making at every level in your organization.

12:30PM ET | Networking Lunch

Connect with other Vena customers and Vena Experts over a casual lunch before the session begins.

12:30PM ET | Networking Lunch

Connect with other Vena customers and Vena Experts over a casual lunch before the session begins.

12:30PM ET | Networking Lunch

Connect with other Vena customers and Vena Experts over a casual lunch before the session begins.

Presented By:

Headshot of Dan Roberts, Solutions Consultant , Vena Solutions

Dan Roberts
Solutions Consultant
Vena Solutions

Headshot of Cody Simpson, Sales Manager, Vena Solutions

Cody Simpson
Sales Manager
Vena Solutions

Exclusive benefits and preferred pricing are available for Vista portfolio companies. Register now to secure your spot to learn more.