Content Provider
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Vena fpasolution


Cost Free
CPE Credits 1.0 hour
Subject Area Finance
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

When it comes to replacing software, it’s easy to procrastinate, saying “now’s not the right time.” It’s easy to carry on with a solution that’s inefficient, not scalable, or not functional, because we’re used to the usability issues.

But at what point does that approach start hurting our processes?  If you’ve been wondering about when it makes sense to upgrade the solution that supports your most mission-critical Financial Planning & Analysis (FP&A) processes, you might find some answers in this webinar. 

Learning Objectives:

  • How to know when it’s time to switch

  • The hallmarks of a scalable FP&A solution

  • The benefits of working within enterprise-grade Excel

  • Why 83% of companies that use traditional Financial Planning & Analysis solutions actually end up reverting back to Excel over time


Rishi Grover

VENA Solutions
Chief Solutions Architect
(416) 207-1770

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As Chief Solutions Architect, Rishi is responsible for the day-to-day operations and continued success of client implementations at Vena.

Rishi has helped many Fortune 500 companies re-engineer and optimize financial processes. His expertise in financial planning and regulatory reporting helped him to the position of Director of Enterprise Solutions at Clarity Systems before he co-founded Vena Solutions with Don Mal and George Papayiannis. Rishi holds a Bachelor of Applied Sciences from the University of Toronto, specializing in Computer Engineering and Communication Systems

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

NASBA Approved (Sponsor Id#: 111889) 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 submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.