From Excel to Intelligent Finance: Planning, Consolidation & AI with Vena

Webinar, Hosted by cpmview

Home / Agenda / Webinars / From Excel to Intelligent Finance: Planning, Consolidation & AI with Vena

The Next Step in Finance Transformation

Finance teams have long relied on Microsoft Excel as the foundation for planning, budgeting and forecasting. But as organisations face increasing complexity, growing data volumes and rising expectations around speed and accuracy, traditional spreadsheet-based processes can become difficult to scale.
Join cpmview for an exclusive webinar where we explore how finance leaders can evolve from spreadsheet-driven processes to a more intelligent, connected and future-ready finance function.
Discover how Vena builds on the familiar Microsoft and Excel environment to streamline planning, forecasting and financial consolidation while introducing powerful AI capabilities that help finance teams work smarter, gain deeper insights and make better decisions.
Whether you are a CFO, Finance Director, Business Controller, FP&A professional or Finance AI Innovation Lead, this session will provide practical insights into the next generation of finance transformation.

 

What You’ll Learn

From Microsoft & Excel to Smarter FP&A
Explore how Vena extends the power of Microsoft 365 and Excel, creating a connected planning environment without forcing finance teams to abandon the tools they know and trust. Learn how organisations can improve collaboration, governance, auditability and forecasting accuracy while maintaining a familiar user experience.

What’s New: AI & Financial Consolidation
See how Vena is evolving into a broader finance platform. We will demonstrate the latest AI capabilities, including Vena AI, intelligent assistants and agent-driven workflows that help finance teams accelerate analysis and reporting. You’ll also discover how Vena’s new Financial Consolidation capabilities enable organisations to bring statutory and management reporting closer together.

Bringing Finance Together
Understand how planning, forecasting, consolidation and AI work together within a single ecosystem. Rather than focusing solely on features, we’ll discuss the business value of a unified finance platform and how integrated processes help finance teams make faster, more informed decisions.

Agenda

1. Welcome & Introduction
  • Setting the stage
  • cpmview’s vision on the future of Finance
  • The role of a trusted transformation and knowledge partner
2. From Microsoft & Excel to Smarter FP&A with Vena
  • Why Excel remains the starting point for many finance processes
  • Common challenges as planning and forecasting complexity increases
  • How Vena enhances existing finance workflows
  • Familiarity, governance and auditability at scale
3. What’s New: AI & Financial Consolidation
  • Vena’s evolution from FP&A solution to finance platform
  • Introduction to Vena AI and intelligent finance workflows
  • Live demonstration of AI capabilities
  • Connecting Vena with broader business processes through Vena MCP
  • The addition of Financial Consolidation capabilities
4. Bringing Finance Together
  • Unifying Planning, Forecasting, Consolidation and AI
  • Creating a connected finance ecosystem
  • Enabling better decision-making through integrated finance processes
5. Key Takeaways & What’s Next
  • Recap of key insights
  • Opportunities for further exploration
  • Next steps

Who Should Attend?

  • Chief Financial Officers (CFOs)
  • Finance Directors
  • Business Controllers
  • FP&A Managers and Specialists
  • Finance Transformation Leaders
  • Finance AI & Innovation Leads

Register Today

Learn how leading finance teams are modernising their planning and consolidation processes while preparing for the next wave of AI-driven finance transformation.
Reserve your spot today and discover how Vena helps finance teams move from spreadsheets to intelligent finance.
Days
Hours
Minutes
Seconds
Category
Webinars
Date
October 29 2026
Time
14:00 - 14:30
Damien Wiegman
Managing Partner
Register here!