The CFO Playbook

Your source for analyst reports, industry research, thought leadership and other insights on finance and accounting technologies.

  • See Vena in 5 Minutes5:53

    See Vena in 5 Minutes

    The power of an enterprise-grade budgeting solution combined with the intuitive interface of Excel. See the best of both worlds...finance software that works the way you think.

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  • Understanding Corporate Performance Management (CPM) Software

    Understanding Corporate Performance Management (CPM) Software

    CPM, EPM, BPM and FP&A software all piece together disparate systems to uncover meaningful KPIs and maximize business performance. Learn about the best solutions for your business needs.

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  • What is Corporate Performance Management?

    What is Corporate Performance Management?

    Corporate performance management (CPM) refers to the processes and tools organizations use to manage their financials and KPIs, and maximize future performance.

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  • The 3 F's That Make for Better Forecasts in FP&A

    The 3 F's That Make for Better Forecasts in FP&A

    There’s an obvious difference between forecasts that come from the FP&A team and the weather reports - and not just expectations of accuracy.

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  • Modern FP&A: Tools and Trends

    Modern FP&A: Tools and Trends

    Modern FP&A software has taken giant leaps forward in recent years. Discover the latest tools and trends driving businesses and leading growth.

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  • Hundreds of Finance Visionaries Roll into Nashville for Vena Nation 2019

    Hundreds of Finance Visionaries Roll into Nashville for Vena Nation 2019

    Vena Reveals Inaugural Customer Award Winners, Quarterly AI Roundtable and Customer Visionary Panel at Annual User Conference

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  • Financial Planning and Analysis: Roles and Best Practices

    Financial Planning and Analysis: Roles and Best Practices

    Take a deep look at the FP&A roles and best practices that drive accurate numbers, insightful planning and the best performance for your business.

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  • Rolling Forecasts In FP&A: A Progress Check

    Rolling Forecasts In FP&A: A Progress Check

    Experts have called for an end to static budgets for years, but it’s not as simple as it could be. Here are some of the latest – and oldest – considerations to help make rolling forecasts a reality.

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  • A Finance Pro’s Guide to Meeting Business-to-Business Consumer (B2BC) Needs

    A Finance Pro’s Guide to Meeting Business-to-Business Consumer (B2BC) Needs

    Digital products and services have changed our personal lives, and now they’re changing expectations of what we use at work, too.

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  • Discover Financial Planning & Analysis: Your Guide to FP&A

    Discover Financial Planning & Analysis: Your Guide to FP&A

    The importance of financial planning and analysis cannot be understated. Without the right planning, analysis and finance leadership, no company can reach its full potential.

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  • Why CFOs Are Taking a Good, Hard Look at Software Ease of Use

    Why CFOs Are Taking a Good, Hard Look at Software Ease of Use

    Vena's Don Mal explores why there’s no point investing in enterprise software that staff avoid like the plague. Take an inside look at the evolution of UX to ‘employee-centered' design

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  • Vena Solutions Sprints into 2019 with Growing Momentum and Another Record Quarter

    Vena Solutions Sprints into 2019 with Growing Momentum and Another Record Quarter

    60% revenue growth, $115 million funding, new analyst recognition and global user conference launch among Q1 highlights for FP&A Cloud leader

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  • This Must Be Just like Living in (Hacker) Paradise: Lessons Learned Working Remotely

    This Must Be Just like Living in (Hacker) Paradise: Lessons Learned Working Remotely

    Toronto software developer Mustafa Haddara spent 6 weeks working from Montevideo, Uruguay. See what made remote work succeed for him and his team, whether from across the globe...or across the street.

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  • Catch Us If You Can: Vena Nation Descends on Nashville in May

    Catch Us If You Can: Vena Nation Descends on Nashville in May

    Vena Solutions to host global finance leaders at annual user conference with notorious keynote, Gartner analyst briefing, CPE-credit training in Nashville.

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  • Streamlining Ops & Capital: Why Banks are Rethinking the Value of Stress Tests

    Streamlining Ops & Capital: Why Banks are Rethinking the Value of Stress Tests

    Talk of “regtech” may be getting louder, but stress-testing data and technologies can be applied beyond mere compliance in financial services

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  • Nucleus Research: 2019 CPM Technology Value Matrix Report

    Nucleus Research: 2019 CPM Technology Value Matrix Report

    See how Vena continues to set the bar for ease of use, adoption and - ultimately - the success of the departments and companies that use its FP&A software.

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  • The Big Win: Getting FP&A Implementation Right

    The Big Win: Getting FP&A Implementation Right

    Originally presented at the annual FinNext FP&A conference, learn from Vena and Mill Creek Residential why implementation is so important with FP&A software, and how to do it right.

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  • Vena Solutions Sets the Bar for FP&A Usability Once Again: Annual Nucleus Research Vendor Assessment

    Vena Solutions Sets the Bar for FP&A Usability Once Again: Annual Nucleus Research Vendor Assessment

    Nucleus recognizes Vena as industry Leader for sixth straight year in 2019 Corporate Performance Management (CPM) Technology Value Matrix

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  • The Problem with Financial Reporting: The Long and Short of It

    The Problem with Financial Reporting: The Long and Short of It

    CFOs and their teams need to report on complex information on a regular basis, but what if no one’s really reading them?

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  • Vena Teams Up with ElleHacks: A Firsthand Perspective

    Vena Teams Up with ElleHacks: A Firsthand Perspective

    Read a firsthand account of the highlights, lessons and impact of participating in the first women/non-binary focused hackathon in Canada

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  • How Storytelling Essentials Can Transform Financial Reporting

    How Storytelling Essentials Can Transform Financial Reporting

    As CFOs and their teams work with an increasingly diverse range of data, they need to go beyond interpretation and become articulate in telling the story behind their numbers

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