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October 29, 2025 | 11:00AM–12:00PM ET

Vena Connect: Introducing Vena Copilot Planning Agent

Join us for an exclusive deep-dive into Vena's award-winning Vena Planning Agent, the AI solution that has cut budgeting cycles by over 60% for early customers. Discover how this agentic AI transforms financial planning through natural language commands, enabling instant scenario modeling in the Microsoft tools you trust.

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3 Great Reasons to Join Us

Experience the Power of Vena Copilot Reporting Agent

Experience the Power of Vena Copilot

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See the Roadmap and AI strategy

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Discover Best Practices on Deploying Vena Copilot with Trust

Agenda

October 29, 2025 | 11:00AM - 12:00PM EDT | 4:00PM - 5:00PM BST

11:00AM - 11:40AM EDT | 4:00PM - 4:40PM BST

In this interactive session our product experts will showcase how Planning Agent combines predictive intelligence with natural language prompts so you can:

• Create multiple scenarios in seconds
• Forecast sales based on seasonality and uplift
• See the business impact of every decision in real time

You'll witness firsthand how Vena Planning Agent transforms budgeting and forecasting through driver-based planning using business-specific logic and historical trends. Plus, learn how its predictive forecasting blends macroeconomic signals with your data to create instant what-if scenarios that help you model outcomes and make smarter decisions at the speed of business.

11:40AM - 12:00PM EDT | 4:40PM - 5:00PM BST

Live Q&A with our Vena Experts to answer your questions.

Presented By:

Headshot of Mark Erdmann, VP Solutions, Vena

Mark Erdmann
VP Solutions
Vena

Headshot of Jason Chen, Solutions Consultant, Vena,

Jason Chen
Solutions Consultant
Vena

Headshot of Nathan Lee, Senior Product Manager

Nathan Lee
Senior Product Manager

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