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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  • Excel For The Win: A Finance Guide For Spreadsheet Believers

    Excel For The Win: A Finance Guide For Spreadsheet Believers

    Want to make Excel an even more powerful finance tool? This guide will show you how to transform it.

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  • 4 Calls to Action Every FP&A Team Should Use in Evaluating Technology

    4 Calls to Action Every FP&A Team Should Use in Evaluating Technology

    In the second of our two-part series examining annual research from BPM Partners and other analyst firms, we look at the "four C's" that define the tech trends playing out in finance today

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  • 5 Steps To Better Modern Budgeting

    5 Steps To Better Modern Budgeting

    Better Budgets Mean Better Business!Whether you call it painful and time-consuming, there’s certainly no shortage of complaints finance and have about the annual budgeting. Download the E-book now.

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  • Vena Taps SaaS Growth Veteran and Former HubSpot Chief Sales Officer as New CEO

    Vena Taps SaaS Growth Veteran and Former HubSpot Chief Sales Officer as New CEO

    Hunter Madeley to Lead FP&A Cloud Vendor as Canada’s Next Breakout Tech Company

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  • Use These Latest Survey Data to Guide FP&A Software Success

    Use These Latest Survey Data to Guide FP&A Software Success

    See how BPM Partners’ Vendor Landscape Matrix takes the pulse of finance pros and their performance management initiatives - echoing findings from G2, Dresner, Nucleus and more.

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  • BPM and G2 Recognize Vena’s Leadership Addressing and Anticipating Top FP&A Priorities

    BPM and G2 Recognize Vena’s Leadership Addressing and Anticipating Top FP&A Priorities

    BPM Vendor Landscape Matrix and G2 user reviews give Vena top marks for customer satisfaction, finance self-sufficiency, ease of use and administration

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  • Understanding Account Reconciliation

    Understanding Account Reconciliation

    Account reconciliation, matching general ledger account balances with sub-ledgers and other sources, is more than a accounting checklist item; it’s a key indicator of your financial integrity.

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  • 2019 BPM Vendor Landscape Matrix

    2019 BPM Vendor Landscape Matrix

    Based on indepth customer interviews, see how your FP&A options stack up - and why Vena leads the pack - on factors including ease of use, customer satisfaction, product functionility and more

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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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