Vena For Banking & Credit Unions

Keeping Your Plan Ahead of the Rate Cycle

When rates move, your plan should too. Join Vena for a live session on why bank and credit union forecasts lag, what stronger FP&A teams do differently, and a live demo of net interest margin planning and rate scenario modeling.

Vena Blog How To Create a Bank Reconciliation Template in Excel

In this 45 minute session...

Why Your Forecast Is Always a Step Behind

45% of FP&A teams take a week or longer to update a forecast when the market changes. See what’s slowing bank and credit union finance teams down.
How Does Your FP&A Team Stack Up?

Only 12% of finance leaders rate their FP&A as leading. Benchmark your team and find where to start.
See a Rate Scenario Modeled Live

Watch a rate change flow through net interest margin, liquidity and Economic Value of Equity, in the Excel and Power BI tools your team already knows.