Breakfast & Insights

Power BI & Vena Best Practices for Modern Finance

December 17, 2025
8:30 AM − 10:30 AM PST
415 Mission St, San Francisco, CA 94105

Come take in the views at Salesforce Tower (415 Mission Street, San Francisco, CA 94105) and join us for a casual breakfast on Tuesday, December 17th from 8:30 to 10:30 AM, hosted by RVNA Tech, a Vena and Microsoft partner helping CFOs and finance teams bridge the gap between functional and technical.

This interactive session is designed for corporate finance and accounting professionals looking to elevate their reporting, analytics, and FP&A capabilities.

During this workshop, we’ll walk through best practices for Power BI dashboards and data preparation for finance, and provide an overview of the Vena platform, which integrates seamlessly with Microsoft Office to support enterprise-level FP&A, budgeting, and forecasting.

Our experts will demonstrate how to:

  • Prepare and structure enterprise data for finance analytics.
  • Build and accelerate dashboards that align with key business areas finance supports.
  • Streamline planning, forecasting, and reporting with Vena’s Excel-connected FP&A platform.

This breakfast event is a great opportunity to network with local finance leaders, enjoy the panoramic city views, and gain actionable insights on how technology is transforming the Office of the CFO.

Who Should Attend

− CFOs, Finance Directors, and Controllers

− FP&A and Financial Reporting Leaders

− Finance Managers and Analysts exploring Power BI or FP&A modernization

Agenda

8:30 AM − 9:00 AM: Registration, Breakfast & Networking

9:00 AM − 9:45 AM: Power BI Best Practices for Finance

9:45 − 10:15 AM: FP&A Acceleration with Vena + Microsoft Office

10:15 AM − 10:30 AM: Q&A and Open Discussion

Registration Notice

Please register to reserve your seat, as this event has limited capacity.

Once you register, our team will review your submission and follow up with an approved confirmation if seats are still available.

Hosted By

RVNA Tech — a Vena and Microsoft partner and consulting group helping finance and accounting teams modernize their technology stack with Power BI, FP&A software, and data strategy services.