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Key Takeaways
What you need to know
Vena AI's virtual workshop offers hands-on training to enhance financial planning and analysis (FP&A) workflows.
Attendees will learn practical prompting skills for Vena AI’s conversational interface to improve analysis, reporting, visualizations, and planning.
Finance professionals and FP&A teams can leverage Vena AI to gain insights, create reports, and build data-driven budgets and forecasts, earning CPE credits.
New to Vena AI? Haven’t gone beyond basic prompting? Join us for this free virtual workshop!
Get hands-on with Vena AI’s conversational interface to boost your productivity across analysis, reporting, visualizations, and planning. Limited to 40 virtual seats.
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What You’ll Learn in Just 90 Minutes
In this 90-minute session, you’ll explore four of Vena’s agents through real-life FP&A scenarios, leaving with practical prompting skills you can immediately apply to accelerate your day-to-day workflows.
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Uncover what’s driving your numbers with the Analytics Agent
Investigate trends, patterns, and variances to stay ahead of your CFO’s questions.
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Surface Key Insights For Sharing with the Reporting and Visualization Agents
Go from raw data into stakeholder-ready reports and charts, fast.
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Turn Insights into Action with the Planning Agent
Translate analysis into data-driven budgets and forecast to guide what comes next
Learning Objectives
- Uncover trends, variances, and key cost drivers in FP&A workflows using the Analytics Agent
- Generate reports and visual insights using the Reporting Agent and Visualization Agent
- Build budgets and forecasts using the Planning Agent and defined business assumptions
Program Level: Basic
Prerequisite Education: Optional: Introduction to the Vena Data Model
Advanced Preparation: None
CPE-Eligibility: To earn CPE credits, you must:
- Attend the entire instructor-led session (90 minutes)
- Participate in all discussion and polling questions
- Complete all in-class, hands-on exercises
Session content and objectives are subject to change to ensure an optimal attendee experience. National Association of State Boards of Accountancy (NASBA) Information Regarding CPE Credits for this Program. For full NASBA details please refer to the following document.
Meet your team of Instructional Experts
Eddy Webster
Senior Director, Customer Enablement
Vena
Vik Bhasin
Training Specialist
Vena
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