Clement Marlin
Senior Financial Specialist at WWF Canada

Watch Transforming Nonprofit Program Planning on Demand

Tune in for an exclusive talk with Clement Marlin, Senior Financial Specialist at WWF Canada, to discover best practices for finance-led program planning and resource allocation.

Darrell Rooney
Senior Director of Financial Services at Saint Mary’s University

Watch Powering Data-Driven, Higher Ed Enrollment Planning With Vena FP&A on Demand

Join Darrell Rooney, Senior Director of Financial Services at Saint Mary’s University, and learn how real-time data is driving finance-led enrollment management in a virtual world.

Darrell Cox
Chief Financial Officer, Vena

Watch 7 Principles of the Agile CFO on Demand

Join Vena CFO Darrell Cox and Jack McCullough, President of the CFO Leadership Council, to discover how Agile CFOs confidently plan through change.

 Terry Hardy
CPA and former manager of SEC Reporting at Wells Fargo

Watch Transforming Regulatory Reporting Through Teamwork on Demand

Join Terry Hardy, CPA and former manager of the Wells Fargo SEC Reporting team, to learn how to excel further with modern regulatory reporting.

Devendra Kalwani
Manager, Finance, Capstone Infrastructure Corporation

Watch Succeeding With Financial Consolidation
on Demand

Learn how to cut your financial close time and drive more value for your business with Capstone Infrastructure Finance Manager Devendra Kalwani and Jay Butler, Solutions Architect at Vena.

Banuja Sivarasah, CPA, CA
Customer Success Manager at Vena

Earn Your Certificate in Agile Planning and Reporting + 10 CPE Credits

Hone your business planning skills, develop your career and help your business plan for today and tomorrow.

Debbie Lillitos
Chief Customer Officer, Vena
Keynote speaker, Culture is Critical to Integrated Planning

Vena Nation Is on Demand

All access. All free. Register today.

Register now to learn from leaders in finance-led business planning

Register now for access

More talks. More learning. All Access.

Vena is committed to supporting our customers along with our community of business leaders and finance and operations professionals as they plan to grow. With an All Access pass, Vena customers and industry professionals alike can learn best practices for finance-led business planning through CPE-accredited talks.

By registering at Plan to Grow, you can:

  • Access 30+ industry learning sessions and talks⁠—and earn over 30 CPE credits
  • Learn best practices for agile planning, financial consolidation, management reporting, regulatory reporting, data integration and more
  • Enjoy beginner, intermediate and advanced training courses
  • Discover best practices for budget orchestration, agile planning, management reporting and much more
  • Hear success stories from your industry-leading peers

"We created Plantogrow.com to help industry professionals plan through change and prepare for the future through a comprehensive educational experience that allows entire organizations to level up and operate more strategically."

Hunter Madeley

CEO, Vena Solutions

Plan to Grow

Hunter Madeley

Hunter Madeley, Chief Executive Officer Vena Solutions

Hunter Madeley took the helm at Vena in 2019 to continue his track record of leading transformational growth at some of the cloud’s most important companies.

During these uncertain times, finance and planning professionals are leading their companies through the current business climate. We invite you to join Vena CEO Hunter Madeley as he shares Vena's 2020 Outlook on agile business planning and how companies can operate at a more strategic level.

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

7 Principles of The Agile CFO

Darrell Cox

Darrell Cox, CFO Vena Solutions

As Chief Financial Officer, Darrell Cox designs the forward-looking business strategies and long-range financial plans that sustain Vena’s growth.

Jack McCullough

Jack McCullough, President CFO Leadership Council

Jack McCullough is a recognized thought leader in the field of financial leadership, with a career that has included CFO positions at 26 companies.

Join Vena CFO Darrell Cox and Jack McCullough, President of the CFO Leadership Council, for a discussion on the seven principles of agile finance-led business planning and discover the secrets of the Agile CFO.

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

Navigating Uncertain Times

Ryan Patel

Ryan Patel, Global Business Executive Drucker School of Management

Ryan Patel is a world-renowned go-to authority on global business, political economy and corporate governance.

World-renowned authority on global business, political economy and corporate governance, Ryan Patel, will discuss his predictions and outlook on the economy, and what business leaders can do to navigate the road ahead.

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

Plan for Today and Tomorrow

Darrell Cox

Darrell Cox, CFO Vena Solutions

As Chief Financial Officer, Darrell Cox designs the forward-looking business strategies and long-range financial plans that sustain Vena’s growth.

In these uncertain times, business leaders are reevaluating plans and making important decisions in order to adjust to current business conditions. Join Vena CFO Darrell Cox as he shares how agile processes and technology can help you navigate the challenges of today and tomorrow.

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

Secrets of Rockstar CFOs

Jack McCullough

Jack McCullough, President CFO Leadership Council

Jack McCullough is a recognized thought leader in the field of financial leadership, with a career that has included CFO positions at 26 companies.

Jack McCullough, founder of the CFO Leadership Council, chair of the MIT Sloan CFO Summit, and author of Secrets of Rockstar CFOs, discusses what he’s learned from conversations with over 40 CFOs, sharing what they do differently and revealing their secrets for success.

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

Analytics & Report Visualizations Best Practices

Banu Sivarasah

Banu Sivarasah - Customer Success Manager Vena Solutions

As a Customer Success Manager, Banuja Sivarasah is a strategic partner to customers, responsible for maintaining relationships and ensuring that customers continue to recognize ROI from their investment in Vena. Banuja created a budget process and led the budget cycle for two years at a pharmaceutical company as a FP&A Manager.
Andrew Chubb

Kevin Graney - Vice President, Global FP&A PRGX Global Inc.

As Vice President of Global FP&A at PRGX, Kevin is responsible for all of the financial planning, budgeting, forecasting, and management reporting.

See how Kevin Graney, Vice President, Global FP&A, PRGX Global Inc is using interactive and engaging reports to empower cross-departmental stakeholders to make critical business decisions.
DISCOVER
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Vena Customer, accredited CPE, All Access, accredited CPE

Introduction to Vena FP&A

Ashley DaSilva

Ashley DaSilva - Practice Manager Vena Solutions

Ashley DaSilva spent the last 10 years in the Corporate Performance space, helping clients across different verticals achieve efficiency and effectiveness through application best practices.
Ravi Chima

Ravi Chima - Consultant Vena Solutions

Ravi has been a Consultant at Vena for a year. She draws on previous experience as a Financial Analyst to ensure her clients are getting the most out of their Vena investment. Ravi is currently working on the final level of the CFA Program.

Learn the fundamentals of FP&A by exploring proven budgeting process flow in Vena and reporting that maximizes stakeholder collaboration.

LEARN

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Vena Customer, accredited CPE, All Access, accredited CPE

Integrated Planning

Darrell Cox

Darrell Cox, CFO Vena Solutions

As Chief Financial Officer, Darrell Cox designs the forward-looking business strategies and long-range financial plans that sustain Vena’s growth.

Tina Goulbourne

Tina Goulbourne, COO Vena Solutions

As Chief Operating Officer of Vena, Tina Goulbourne is responsible for ensuring the organization is fully aligned to execute Vena’s strategic plan, which ultimately focuses on delivering an exceptional customer and employee experience.

Leen Li

Leen Li, CFO Wealthsimple

As the fifth child in a family too poor to buy even a potato peeler, Leen Li’s experience growing up in rural China with no plumbing and few resources has helped shape and inform her life and leadership role at Wealthsimple.

Jack McCullough

Jack McCullough, President CFO Leadership Council

Jack McCullough is a recognized thought leader in the field of financial leadership, with a career that has included CFO positions at 26 companies.

At the heart of every business is a strategic plan that drives decision making based on defined goals. But to make those goals a reality, the strategy must be supported by every function of the business. Join Vena COO Tina Goulbourne as she leads an insightful discussion on integrated planning with Jack McCullough (CFO Leadership Council), Darrell Cox (CFO, Vena) and Leen Li (CFO, Wealthsimple).

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

A New Mindset

Alex Banayan

Alex Banayan, Author of The Third Door

Alex Banayan is the youngest, bestselling business author in American history.

Join Alex Banayan, the bestselling author of The Third Door, as he shares what he’s learned from Warren Buffett to Bill Gates, and dozens more of the world's most successful business leaders about the skills needed to maintain a growth mindset.

KEYNOTE

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Vena Customer, accredited CPE, All Access, accredited CPE

Culture is Critical to Integrated Planning

George Papayiannis

George Papayiannis, CTO Vena Solutions

As Chief Technology Officer, George Papayiannis directs all aspects of product development, research, engineering and delivery of Vena’s solutions.

Debbie Lillitos

Debbie Lillitos, CCO Vena Solutions

As Chief Customer Officer, Debbie Lillitos is responsible for the overall success of Vena’s hundreds of clients.

Your corporate culture is critical in creating the foundation upon which effective integrated planning can be delivered time and time again. Learn how Vena’s Chief Customer Officer, Debbie Lillitos and CTO, George Papayiannis think about corporate culture and how it plays into organizational agility and the ability to thrive in uncertain times.

KEYNOTE

Stream
Vena Customer, accredited CPE, All Access, accredited CPE

Driving Transformational Change Through Integrated Planning

Shay Suyesh

Shayenda Suyesh - Customer Success Operations Manager Vena Solutions

Shayenda Suyesh is a Customer Success Manager at Vena and spent her former years working in the Financial Services and Non-Profit industries.

Matt Thickson

Matt Thickson - Finance Revenue Manager Vena Solutions

Matt Thickson, Revenue Manager, has been with Vena for more than five years. Over that time, he has witnessed how a fast-growing company can grow and transform a finance team.

Jeff Gregory

Jeff Gregory - CFO Two Six Labs

Jeff Gregory is Chief Financial Officer at Two Six Labs, where he is responsible for corporate finance, accounting, compliance, and treasury management.

Greg Hoganson

Greg Hoganson - Director, Finance Verra Mobility

Greg has held numerous Director of FP&A roles within Verra Mobility over the previous 5 years, including over the Government Solutions segment, within the Corporate office and now over the Commercial Services segment.

Learn how Verra Mobility and Two Six Labs are able to quickly drive decision-making and adapt as business needs change—from a reverse IPO to improving operational efficiencies.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

The Road to Growth

Andrew Stanbridge

Andrew Stanbridge, VP, Product Vena Solutions

Andrew Stanbridge found his calling in Product Management, leveraging his understanding of customer and market problems to develop products to solve them.

Keyur Patel

Keyur Patel, Principal Program Manager Microsoft

Keyur Patel has built software solutions for more than 10 years and is responsible for helping developers build custom functions for some of the world’s most popular business tools.

Discover how Vena's visionary product roadmap will help to elevate strategic planning across your entire organization.

KEYNOTE

Stream
Vena Customer, accredited CPE, All Access, accredited CPE

New Features Deep Dive

Adrien Couture

Adrien Couture - Sr. Product Manager Vena Solutions

Adrien Couture, a member of our Product team, is involved at both the tactical and the strategic levels to ensure we build a product that continues to provide best-in-class solutions to the FP&A sector.

Sukh Takk

Sukh Takk - Director, Solutions Consulting Vena Solutions

Leveraging his vast experience in process optimization and corporate performance management, Sukh has been instrumental in helping many Fortune 500 companies to re-engineer and optimize their financial processes.

From improved template design to data integration and visualization, explore all the Vena features we know you want to learn about.

DISCOVER

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Vena Customer, accredited CPE

Product Preview: Vena 365 Connect

Jake Armstrong

Jake Armstrong - Product Manager Vena Solutions

Jake Armstrong has been working at Vena for the past three years in various roles in the Product and Development departments.

Keyur Patel

Keyur Patel -Principal Program Manager Microsoft

Keyur Patel has built software solutions for more than 10 years and is responsible for helping developers build custom functions for some of the world’s most popular business tools.

Join us for an inside look at how Vena and Microsoft 365 can connect people and data to drive integrated planning across your organization.

DISCOVER

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Vena Customer, accredited CPE

Explore the Vena Platform

Rishi Grover

Rishi Grover - Chief Solutions Architect Vena Solutions

As Co-founder and Chief Solutions Architect of Vena, Rishi Grover is focused on continuing to enhance Vena’s unique and innovative product offering and vision by working closely with clients and industry experts.

Justin Merritt

Justin Merritt - Director, Solutions Consulting Vena Solutions

Justin is in charge of showing customers how using Vena’s innovative technology can optimize their business processes, remove waste and provide more time for value-added activities.

Join us for an inside look at how Vena can connect people and data to drive integrated planning across your organization.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

Building Interactive Dashboards with Power BI

Rishi Grover

Rishi Grover - Chief Solutions Architect Vena Solutions

As Co-founder and Chief Solutions Architect of Vena, Rishi Grover is focused on continuing to enhance Vena’s unique and innovative product offering and vision by working closely with clients and industry experts.

Justin Merritt

Justin Merritt - Director, Solutions Consulting Vena Solutions

Justin is in charge of showing customers how using Vena’s innovative technology can optimize their business processes, remove waste and provide more time for value-added activities.

Enable and share deeper insights across the organization with tailored dashboards and reporting.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

Lead Your Modern FP&A Journey

Burzin Contractor

Burzin Contractor - Sr. Director, Strategy & Analytics Vena Solutions

Burzin is a Canadian Chartered Professional Accountant (CPA), and Senior Director of Strategy & Analytics (previously Director of Finance) at a high growth tech company, Vena Solutions. Vena Solutions is intuitive budgeting, planning and revenue forecasting software for medium to large-sized organizations.

Dahlia Sheldon

Dahlia Sheldon - Consultant Vena Solutions

Dahlia is a strategic business leader who thoughtfully connects an organization’s business model, culture, values and best ideas to its near and long-term financial goals.

Learn how to improve your FP&A capabilities and connect people, process and tools in order to drive strategy and deliver results throughout your organization.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

Succeeding with Financial Consolidation

Jay Butler

Jay Butler - Solutions Architect Vena Solutions

Jay Butler has spent the last 15 years in the financial and performance management software industry in a wide breadth of roles ranging from training to product development and implementation.

Devendra Kalwani

Devendra Kalwani - Manager, Finance Capstone Infrastructure Corporation

Over five years experience providing accounting and auditing solutions, financial statement and trend assessments, and internal controls compliance for major financial services, real estate, and infrastructure corporations. 

Find out how Capstone was able to increase efficiencies, close faster and use financial data to inform business decisions.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

Reporting Beyond the Numbers

Kevin Beckberger

Kevin Beckberger - VP, Global Solution Engineering Certent

With over 17 years of experience in Financial Performance Management, Kevin has helped provide FPM solutions to numerous organizations across the globe.

Corey Bidmead

Corey Bidmead - VP, Global Channels Vena Solutions

As Vice-President of Global Channels, Corey directs the execution of all channel strategies and partner programs for Vena.

Certent Disclosure Management (CDM) helps to provide automation, control, and confidence to the creation and distribution of internal and external narrative reports. Learn how to tell an effective narrative with reporting with Certent.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

BDO Extends the Vena Platform

Marcus Botha

Marcus Botha - Director, Head of Corporate Tax Consulting BDO

With over 14 years of experience in the field of tax, Marcus has been actively involved in creating best practices in the tax strategy, management of tax and integrated reporting field in Africa, both in a consulting capacity and in commerce and industry.

Tim Dearden

Tim Dearden - Technology Advisor BDO

Tim is an experienced C Level Officer with a demonstrated history of working in the financial services and computer software industries.

BDO extends the Vena platform into a fully automated solution for professional services firms. Covering all aspects from audit tools to valuations, financial reporting and tax.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

A New Class of ERP with Customers at the Center

Dave Stewart

Dave Stewart - Sr. Solutions Engineer FinancialForce

Hands on Senior Pre-sales Consultant with 30 years’ experience of pre-sales, sales and consulting. Over the last 6 years helped customers move from on premise to Cloud ERP solutions and for the last 2 with a Salesforce ISV. 

Andrew Chubb

Andrew Chubb - Senior Solutions Consultant EMEA Vena Solutions

Qualified accountant with 15 years experience working in medium and large size organisations, implementing solutions that streamlined/improved key business activities such as quote-to-collect, the financial close, planning and forecasting.

With the only customer-centric ERP, FinancialForce helps businesses streamline, simplify, and automate financial operations on the Salesforce Platform. With FinancialForce accounting software you can tackle routine tasks in a few clicks while generating real-time financial analysis, modeling, and reports.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

How to Make FP&A a Part of Your Company DNA

Meg Bowie

Meg Bowie - Manager, Customer Success Vena Solutions

Meg Bowie has been working at software companies for nearly a decade. Prior to moving into a CSM role, her experience included working in support, training and software implementation.

Andrea Williams

Andrea Williams - Financial Analyst Santee Cooper

Andrea has experience in A/P and A/R processes, inventory management accounting, auditing, system roll-outs/testing, and financial reporting. 

Christine M. Sawyer

Christine Sawyer - Associate Director Finance and Administration American College of Healthcare Executives

Christine acts as a strategic business advisor, cost controller and steward of performance and decision support information. She has a wealth of experience with implementing financial systems, processes and controls in order to optimize performance and customer satisfaction.

Holly Snyder

Holly Snyder - Director, Financial Planning & Analysis MasterCorp

Holly is an experienced consultant with a demonstrated history of working in the information technology and services industry.

Learn how MasterCorp, Santee Cooper and American College of Healthcare Executives drove organizational change through the strategic office of finance.

DISCOVER

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Vena Customer, accredited CPE, All Access, accredited CPE

Template Design: What You Need to Know

Luana Faria Fichelli

Luana Faria-Fichelli - Consultant Vena Solutions

Luana is a consultant on the Professional Services team at Vena. Prior to this role, she worked in the Power & Renewable Energy industry, on FP&A, Commercial Finance, and Project Finance teams.
Johnny Ho

Johnny Ho - Services Solutions Manager Vena Solutions

Johnny has 7 years of consulting experience, 4 of which are specific to bringing value to finance professionals via FP&A solutions. He has implemented a wide range of solutions in various industries by recommending more efficient processes, and by providing clients with better visibility into their businesses.

Take a deep dive into template design, new features and best practices to create efficient, scalable templates and reports in Vena.

LEARN

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Vena Customer, accredited CPE

Agile Reporting & Analysis in Vena

Shad Washington

Shad Washington - Solutions Architect Vena Solutions

Shad Washington has held various roles in Vena's professional services team over the last four years. He's currently a Solution Architect, helping to align implementations to industry and Vena best practices, ensuring clients are set with a plan to grow.

Find out how to gain the insights you need to drive agile decision making across your business with Vena's advanced reporting and analysis.

LEARN

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Vena Customer, accredited CPE

FP&A Experts: Interactive

Mark Barrese

Mark Barrese - Customer Success Manager Vena Solutions

Mark Barrese has over 12 years of experience managing the customer journey. Mark has previously held roles in the financial services, sports and health benefits industries.
Kurtis Blacq

Kurtis Blacq - Customer Success Manager Vena Solutions

Kurtis Blacq is a Customer Success Manager at Vena. He views himself as a dedicated resource aligned with his clients to ensure they are receiving the most value out of their Vena investment.
Tim Szego

Tim Szego - Director, Customer Success and Revenue Vena Solutions

Tim Szego leads Vena’s Global Customer Success team, which is responsible for the ultimate success of Vena customers’ investment throughout all lifecycle stages.

Learn the blueprint for successful operational planning, including tips and tricks and other learnings from the field.

LEARN

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Vena Customer, accredited CPE, All Access, accredited CPE

FP&A Technology: What Every Buyer Needs to Know

Tim Szego

Tim Szego - Director, Customer Success and Revenue Vena Solutions

Tim Szego leads Vena’s Global Customer Success team, which is responsible for the ultimate success of Vena customers’ investment throughout all lifecycle stages.
Justin Chiu

Justin Chiu - Director, Solution Services Vena Solutions

Justin Chiu has over 12 years of experience implementing FP&A software solutions across various technologies. He has been with Vena for over five years, helping customers successfully deploy Vena for their FP&A and accounting processes.

Learn how Vena combines people, process and technology to elevate your office of finance and beyond.

LEARN

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Vena Customer, accredited CPE, All Access, accredited CPE

What you Need to Know About Agile Reporting & Analysis

Najah Hussain

Najah Hussain - Practice Manager Vena Solutions

Najah Hussain has been in the Technology Professional Services world in Toronto for over a decade. At Vena, she manages a portfolio of customers, providing oversight and governance throughout the implementation cycle to ensure successful delivery and alignment with customers' success criteria.

Learn the essentials of reporting and analysis to drive agile decision making across the organization.

LEARN

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Vena Customer, accredited CPE, All Access, accredited CPE

The Power of Connected Systems

Kari Ostevik

Kari Ostevik - Senior Product Manager Vena Solutions

Kari has spent most of her career working as a product manager at quickly-growing start-ups/scale-ups in San Francisco and Vancouver. She has a breadth of experience working in gaming, media and fintech.
Stefan Mak

Stefan Mak - Product Manager Vena Solutions

Stefan was a consultant at Vena for almost two years and is now a Product Manager for the Workflow team. Prior to joining Vena, Stefan worked at KPMG LLP in Toronto as an auditor.

From ERP, CRM to BI, learn about Vena's native integrations and go from getting started to more advanced features and tools.

LEARN

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Vena Customer, accredited CPE, All Access, accredited CPE

Data Modelling Back to Basics

Rachel Taguicana

Rachel Taguicana - Technical Product Manager Vena Solutions

Rachel Taguicana's passion for creativity and strategy led her to Vena, where she applies an analytical approach to problem solving using more than six years of experience in FP&A consulting, capital markets and financial analysis.
Geoff Chovaz

Geoff Chovaz - Solutions Architect Vena Solutions

Geoff Chovaz started at Vena almost six years ago as a Project Lead, focused on delivering solutions to customers and managing project teams and deliverables.

Leverage Vena data modeling to scale your business planning and drive high priority business activities.

Training

Stream
Vena Customer, accredited CPE

Vena Budgeting Fundamentals

Michelle Sun

Michelle Sun - Product Training Specialist Vena Solutions

Michelle Sun enables clients, employees and partners on the navigation of Vena through various training mediums, including remote and onsite training.
Katherine Smith

Katherine Smith - Product Training Specialist Vena Solutions

Katherine has been working as a Product Trainer at Vena for the last 10 months, and is responsible for training new employees and clients on how to use the product.

Learn the essentials of agile budgeting—rolling over your processes, enhancing templates, and updating workflows.

Training

Stream
Vena Customer, accredited CPE

Strategic Decision Making with Power BI

Anna Robinson

Anna Robinson - Lead Product Manager Vena Solutions

Anna Robinson leads the Apps & Integrations portfolio at Vena. She has eight years of product management experience at various software companies and has a passion for delightful user experience and solving complex problems for customers.
Zintis Vandelis

Zintis Vandelis - Solution Architect Vena Solutions

Zintis Vandelis leads the creation of pre-sales demonstration assets at Vena, coordinating closely with both Product and Professional Services in the planning of deployable software packages for our customers.

Unlock the power of your data with engaging and interactive dashboards to drive agile cross-functional planning.

Training

Stream
Vena Customer, accredited CPE

Making the Most of Vena's Admin and Workflow Interface

Andrew Roth

Andrew Roth - Consultant Vena Solutions

As a consultant on the Packaged Solutions team, Andrew manages the assets and methodology of Vena's Packaged Solutions approach, and delivers those solutions to our valued customers.
Nicholas Lam

Nicholas Lam - Consultant Vena Solutions

Nicholas Lam has been at Vena for just over two years, and is currently a Consultant as part of the Solution Success Team. He graduated from U of T with a Bachelors of Commerce, and has been at Vena ever since.

Learn how to continuously onboard new users, manage permissions, and build and modify workflows based on organizational changes.

Training - Intermediate

Stream
Vena Customer, accredited CPE

Calcs Interactive

Kevin Heung

Kevin Heung - Solution Architect Vena Solutions

As a Solution Architect, Kevin Heung provides best practices for customers, as well as scalable solutions for Vena consultants to build. Prior to joining Vena, Kevin spent 3 years in the world of auditing.

Tips and tricks to applying and using Vena calcs—a powerful and flexible scripting language designed for Vena data models

Training - Intermediate

Stream
Vena Customer, accredited CPE

Creating Resilience in Your Vena Instance

Eugene Cheng

Eugene Cheng - Solutions Architect Vena Solutions

Over the past five years, Eugene has been involve in more than 60 customer implementations, disrupting and improving countless business processes across the globe.
Christian Tam

Christian Tam - Consultant Vena Solutions

Christian Tam is a consultant on the Solution Services team, specializing in data manipulation, template design and troubleshooting. He brings to Vena a dual degree in Computer Science and Business from Western University.

Want to make the most of Vena? Learn tips and tricks for getting Vena to work exactly the way you need it to.

Training - Intermediate

Stream
Vena Customer, accredited CPE

Advanced Data Transformations

Rachel Taguicana

Rachel Taguicana - Technical Product Manager Vena Solutions

Rachel Taguicana's passion for creativity and strategy led her to Vena, where she applies an analytical approach to problem solving using more than six years of experience in FP&A consulting, capital markets and financial analysis.
Kevin Truong

Kevin Truong - Consultant Vena Solutions

Kevin oversees and enables our implementation partners, ensuring they're equipped with best practices and support during implementation. He has been at Vena for 4 years, all within Professional Services.

Explore new product features to enhance your data transformations including template automation, cube-to-cube integrations and more.

Training - Advanced

Stream
Vena Customer, accredited CPE

Calcs in Action

Shad Washington

Shad Washington - Solutions Architect Vena Solutions

Shad Washington has held various roles in Vena's professional services team over the last four years. He's currently a Solution Architect, helping to align implementations to industry and Vena best practices, ensuring clients are set with a plan to grow.
Kevin Heung

Kevin Heung - Solution Architect Vena Solutions

As a Solution Architect, Kevin Heung provides best practices for customers, as well as scalable solutions for Vena consultants to build. Prior to joining Vena, Kevin spent 3 years in the world of auditing.

A deeper look into writing Vena Calc scripts, including different calc types (including calculating gross margin percentage and price x quantity), syntax, and best practices.

Training - Advanced

Stream
Vena Customer, accredited CPE

Plan to Grow Keynote Speakers and Industry Experts

Connect with industry experts and global business leaders to discover how you can plan confidently for today and tomorrow.

Hunter Madeley

Hunter Madeley

CEO
Vena

Darrell Cox

CFO
Vena

Alex-Banayan

Alex Banayan

Bestselling Author
The Third Door

Leen Li

CFO
Wealthsimple

Tina Goulbourne

COO
Vena

Keyur Patel

Principal Program Manager
Microsoft

Ryan Patel

Global Business Executive
Drucker School of Management

Rishi Grover

Chief Solutions Architect & Co-Founder
Vena

George Papayiannis

CTO & Co-Founder
Vena

Ramy Nassar

Author
AI Product Design Handbook

Debbie Lillitos

CCO
Vena

Jack McCullough

President
CFO Leadership Council

Jeff Gregory

Jeff Gregory

Chief Financial Officer
Two Six Labs

Greg Hoganson

Greg Hoganson

Director, Finance
Verra Mobility

Justin Merritt

Director, Solutions Consulting
Vena

Eric Liou

Product Manager
Vena

Luana Faria Fichelli

Consultant
Vena

Nicholas Lam

Consultant
Vena

Stefan Mak

Technical Product Manager
Vena

Adrien Couture

Sr. Product Manager
Vena

Christine M. Sawyer

Associate Director of Finance and Administration
American College of Healthcare Executives

Kevin Beckberger

Vice-President, Global Solution Engineering
Certent

Corey Bidmead

VP, Global Channels
Vena

Andrew Roth

Consultant
Vena

Eugene Cheng

Solution Architect
Vena

Kari Ostevik

Product Manager
Vena

Mark Barrese

Customer Success Manager
Vena

Rachel Taguicana

Technical Product Manager
Vena

Andrea Williams

Financial Analyst III, Budget
Santee Cooper

Andrew Stanbridge

Vice-President, Product
Vena

Sukh Takk

Sukh Takk

Director, Solutions Consulting
Vena

Geoff Chovaz

Solution Architect
Vena

Katherine Smith

Training Specialist
Vena

Matt Thickson

Finance Revenue Manager
Vena

Shad Washington

Solution Architect
Vena

Ravi Chima

Consultant
Vena

Holly Snyder

Director, Financial Planning & Analysis
MasterCorp

Burzin Contractor

Sr. Director, Operations
Vena

Anna Robinson

Lead Product Manager
Vena

Jake Armstrong

Product Manager
Vena

Kevin Heung

Solution Architect
Vena

Meg Bowie

Customer Success Manager
Vena

Zintis Vandelis

Solution Architect
Vena

Dahlia Sheldon

Consultant
Vena

Kevin Graney

Vice President, Global FP&A
PRGX Global Inc.

Justin Chiu

Director, Solution Services
Vena

Ashley Da Silva

Practice Manager
Vena

Jay Butler

Solution Architect
Vena

Kevin Truong

Consultant
Vena

Michelle Sun

Training Specialist
Vena

Shay Suyesh

Customer Success Operations Manager
Vena

Devendra Kalwani

Manager of Finance
Capstone Infrastructure Corporation

Tim Szego

Director, Customer Success
Vena

Banu Sivarasah

Customer Success Manager
Vena

Christian Tam

Consultant
Vena

Johnny Ho

Services Solutions Manager
Vena

Kurtis Blacq

Customer Success Manager
Vena

Najah Hussain

Practice Manager
Vena

Learn How to Become an Agile Planning and Reporting Expert

FREE Certificate

Sharpen your business planning skills and earn your free Agile Planning and Reporting Certificate.

Find out how you can help your business plan through any scenario, including: 

  • Quickly and confidently revising plans based on changing market conditions
  • Building interactive dashboards for faster and more data-driven decision making
  • Scenario modeling, agile forecasting and budget orchestration, cash flow management 
  • And many more best practices for developing an agile business planning and reporting processplus you’ll earn 10 CPE credits

Join business leaders and finance and operations professionals developing their careers and growing their business.

How to Earn Your Agile Planning Certificate

Watch the following 10 sessions (approximately 10 hours in total).

Introduction to Agile Planning and Reporting

  1. Plan to Grow
  2. Plan for Today and Tomorrow
  3. Lead Your Modern FP&A Journey

Agile Planning and Reporting in Practice

  1. The Road to Growth
  2. Explore the Vena Platform
  3. What You Need to Know About Agile Reporting Best Practices
  4. Building Interactive Dashboards with Power BI

Agile Planning and Reporting in Action

  1. Analytics & Report Visualizations Best Practices
  2. Driving Transformational Change Through Integrated Planning
  3.  How to Make FP&A a Part of Your Company DNA

Plan to Grow at a Glance

Join business leaders and finance and operations professionals, and get access to:

Continuing Professional Education credits

30+

Continuing Professional
Education credits (CPE)

Interactive and on-demand sessions

30+

Hours of learning and training
Keynote speakers and industry experts

50+

Industry experts
and keynote speakers

Talks

Start your growth journey today with CPE-accredited talks and learning sessions led by industry experts

Watch 7 Principles of The Agile CFO on July 9

Darrell Cox
CEO, Vena Solutions

Jack McCullough
President, CFO Leadership Council

Keynote

Join Vena CFO Darrell Cox and Jack McCullough, President of the CFO Leadership Council, to discover how Agile CFOs confidently plan through change.

Plan to Grow

Hunter Madeley
CEO, Vena Solutions

KEYNOTE

During these uncertain times, finance and planning professionals are leading their companies through the current business climate. We invite you to join Vena CEO Hunter Madeley as he shares Vena’s 2020 Outlook on agile business planning and how companies can operate at a more strategic level.

A New Mindset

Alex Banayan
Author, The Third Door

KEYNOTE

Join Alex Banayan, the bestselling author of The Third Door, as he shares what he’s learned from Warren Buffett to Bill Gates, and dozens more of the world’s most successful business leaders about the skills needed to maintain a growth mindset.

Plan for Today and Tomorrow

Darrell Cox
CFO, Vena Solutions

KEYNOTE

In these uncertain times, business leaders are reevaluating plans and making important decisions in order to adjust to current business conditions. Join Vena CFO Darrell Cox as he shares how agile processes and technology can help you navigate the challenges of today and tomorrow.

What you Need to Know About Agile Reporting and Analysis

Najah Hussain
Practice Manager, Vena Solutions

LEARN

Learn the essentials of reporting and analysis to drive agile decision making across the organization.

FP&A Experts: Interactive

Mark Barrese
Customer Success Manager, Vena Solutions

Kurtis Blacq
Customer Success Manager, Vena Solutions

Tim Szego
Director, Customer Success and Revenue, Vena Solutions

LEARN

Learn the blueprint for successful operational planning, including tips and tricks and other learnings from the field.

Analytics & Report Visualizations Best Practices

Banu Sivarasah
Customer Success Manager, Vena Solutions

Kevin Graney
Vice President, Global FP&A
PRGX Global Inc.

DISCOVER

See how Kevin Graney, Vice President, Global FP&A, PRGX Global Inc is using interactive and engaging reports to empower cross-departmental stakeholders to make critical business decisions.

Register Now and Plan to Grow.

Discover a new perspective on growth and learn how to plan through change with confidence and agility

Vena Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 372192417. Website: www.nasba.org

You will be able to download your CPE credits from your profile in the event experience. If you have any questions about your CPE credits, please email: cpe@plantogrow.com

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