Why this, why now

If static budgets and heroic spreadsheets are working great, skip this.

If you want fewer surprises and faster decisions, join us.

Leaders keep running into the same three snags:

• Budgets go stale.

• Data gets second‑guessed.

• Cash and covenants don’t wait for month‑end.

In one session, we’ll build the simple system that fixes those:

• Rolling, driver‑based forecasts leaders actually use.

• Decision‑grade data with clear definitions, lineage, and controls.

• A weekly cash & leverage nerve center with early‑warning signals.

• Using GenAI to tell the financial data story.

What you’ll leave with

• Forecast rollout plan: cadence, owners, drivers, governance.

• Data trust playbook: definitions, lineage, control points; 

faster path from close to insight.

• Weekly cash & covenants template: scenarios, early‑warning signals, 

crisp ownership.

What we’ll do

Introduction to Vena & MCC (11:30–12:00)

How Vena + MCC powers rolling forecasting, single‑source‑of‑truth 

reporting, and covenant visibility, without spreadsheet sprawl.

Vena Demonstration: Choose Your Own Adventure (12:00–12:40)

Pick a live track:

1) Beyond the Six‑Month Horizon: driver mapping, cadence, governance.

2) Data You Can Bet the Board On: definitions, lineage, control points.

3) Cash & Covenants, Weekly: liquidity hub, alerts, scenario toggles.

Open Roundtable Exchange (13:00–13:30)

Peer examples

Quiet proof

With Vena (platform): 

• Citizens Advice: improved workforce planning and forecasting to make

better use of funding

• One Stop: budgeting reports dropped from 2 weeks to ~2 minutes with

automatic updates.

• Schuh: budgeting cycle time cut by ~50%; granular, interactive reporting

for leadership. 

• iPSL: planning turnaround time reduced from 6 weeks to ~10 days.

With MCC: 

TouchBistro: VP Finance cites MCC for efficient cube rebuilds and training

the team for self‑sufficiency.

More stories here on our wall of love.