Lunch & Learn

Power BI for Finance: From Reporting to Planning

May 28, 2026
11:45 AM - 2:00 PM ET
1775 Tysons Blvd, Tysons, VA 22102
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Join us for an interactive Lunch & Learn focused on how finance teams are moving beyond traditional dashboards and turning Power BI into a more complete platform for reporting, analytics, and planning.

Most finance teams today are still using Power BI primarily for visualization. But the real shift we're seeing is toward building a proper data foundation and extending Power BI into areas traditionally handled by separate systems.

In this session, we'll walk through what that looks like in practice.

What We'll Cover
  1. Building the Right Data Foundation with Microsoft Fabric How finance teams are using Fabric to centralize data across ERP, CRM, and other systems—creating a scalable foundation for enterprise reporting and preparing their data for AI use cases like Copilot.
  2. Real-World Power BI Dashboards Across the Business A walkthrough of our pre-built dashboards across key functions, including:
    • Finance (P&L, cash flow, performance tracking)
    • HR (headcount, workforce analytics)
    • Sales & commission reporting
    • Predictive models to support forward-looking decisions
  3. Turning Power BI into a Budgeting & Planning Platform A look at how Power BI can now support data input and business logic—effectively extending it beyond reporting into budgeting and planning workflows, reducing the need for separate tools.
Who Should Attend

CFOs, Finance Directors, Controllers, and FP&A leaders looking to modernize reporting and explore how Power BI can play a larger role in their finance tech stack.

Agenda

11:45 AM - 12:15 PM: Welcome, network & coffee

12:15 PM - 1:45 PM: Lunch will be provided while we present on the following topics:

  • Power BI + Fabric: Data foundation for enterprise reporting
  • Live demo: dashboards across finance, HR, and sales
  • Extending Power BI into planning & budgeting

1:45 PM - 2:00 PM: Q&A and wrap up

Lunch

Catering will be provided by Fogo de Chāo

Why Attend

This session is designed to be practical and grounded in real implementations. You'll see how finance teams are evolving from disconnected reporting tools to a more integrated, scalable approach—without overcomplicating the technology stack.

About RVNA Tech

RVNA Tech is a consulting firm in Tysons, VA focused on CFO technology, helping finance teams implement and optimize platforms like Power BI, Vena, and OneStream. We work closely with organizations to bridge finance and data, delivering practical solutions for reporting, planning, and analytics.