Your organizational budget is a critical driver to your business success.

Therefore, focus should be placed to create a detailed budget plan that allows your organization to chart its course for the new year. There are solutions that can streamline and automate your budget process reducing time and risks.

Join Marcum as we provide you with a review of a FP&A solution like Vena to help you plan and forecast your budget. Vena is a complete planning platform that brings together the familiarity and flexibility of an Excel interface with the technology and methodology that turns individuals into teams and passions into plans.

We will review how you can manage the budget process and easily develop budgets. We will also explore how organizations can take full control over costs and expenses with insightful reports and KPI.

Buu-Linh Tran, Vice President – Financial Solutions



Program Description It’s Time to Automate Your Budget Process
Important Notice Regarding CPE:
Learning Objectives

In this session, attendees will:

  • Outline an overview of Vena software ecosystem
  • Review how Vena leverages Excel for budgeting/forecasting
  • Highlight reports and KPI to support strategic growth
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.