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Vena for SaaS is the ultimate planning foundation, made up of templates, data models, connectors and business logic to help SaaS businesses stay agile, connected and informed Vena, the Complete Planning platform loved by finance and trusted by business, today announced the release of Vena for SaaS, a pre-configured solution built to help SaaS companies power businesswide planning through every stage of growth. The SaaS industry continues to experience rapid growth and change with no signs of slowing down, making the ability to drive agile and informed decisions about how to invest in the business critical for success. However, planning processes plagued by disconnected spreadsheets, disparate data systems and endless rounds of manual updating can lead to inefficiencies, errors and lost time. From managing cash and analyzing profitability to sales pipeline planning, day-to-day operational planning and forecasting growth hires and investments, Vena for SaaS enables businesswide planning that connects companies to the critical early indicators and KPIs you need to drive resilience, agility and executional alignment in your financial and operational planning. Vena for SaaS combines industry best practices for FP&A and corporate performance management (CPM) with the Vena Growth Engine, connecting dots across the business to power agile revenue planning, workforce planning, driver-based budgeting, real-time reporting, analysis and more with automation, data integration and a native Excel interface. “As a SaaS company ourselves, we understand the business model,” said Rishi Grover, Chief Solutions Architect at Vena. “Our expertise coupled with the power of the Vena Growth Engine has allowed us to build an industry best practice solution tailor-made to support SaaS companies through every stage of growth—whether you’re looking to secure additional investment or aiming to go public. Not only that, you can get up and running in weeks, not months with pre-configured connectors, data models and business logic.” Vena for SaaS features the familiarity and flexibility of a native Excel interface with collaborative workflows, audit trails, secure preloaded templates, multi-dimensional modeling and analysis capabilities and a central database that automatically integrates data from financial, CRM, ERP and HRIS systems. SaaS companies can easily track the growth metrics that matter most—such as ARR/MRR, expansion, churn and LTV to CAC ratios. Plus, with interactive visualizations and business intelligence capabilities, you can share instant insights with your board, employees and investors to influence informed decision making and growth at every stage of the planning and reporting cycle. “Vena gives us the freedom to envision what our own growth looks like,” said Kristina Bittorf, FP&A Senior Manager at Sprout Social, a social media management solution. “We don’t have to fit into a ‘box’ or conform to a rigid reporting structure at all. It’s allowed us to get creative with how we look at the business so we can answer the tough questions and really help the company succeed.” To learn more about Vena for SaaS, click here. Contact Kelly Anderson | SHIFT Communications Vena@shiftcomm.com

Vena celebrates powering and inspiring our one thousand customers’ Plan To Grow™ Vena recently celebrated an impressive milestone, reaching our one thousandth customer. They join an increasing number of companies across industries and around the world who are choosing to Plan To Grow™ with Vena. We’re honored that more and more companies are turning to Vena to streamline their growth with Vena Complete Planning and the power of unified data. From the very beginning, Vena’s value proposition has been to leverage the tools finance professionals know and love. Our cloud-native corporate performance management platform leverages the flexibility and familiarity of the world’s leading grid, Microsoft Excel, within the Vena Growth Engine—best-in-class technology and methodology helping businesses build resilience, agility and executional alignment into their financial and operational planning. We remain focused on investing in our customers and providing a market-leading customer experience and product. “This is a fun milestone to celebrate as we continue to serve our mission to power our customers’ Plan To Grow. We strive to delight customers from across industries and geographies,” says Vena CEO Hunter Madeley. “We value the trust each of our one thousand customers puts in us above all else and care deeply about helping them grow. We celebrate every new customer, but it’s wonderful to call out this sign post on our journey to serving thousands of customers.” The one thousandth customer milestone is the latest in a series of significant achievements for Vena in 2021: We raised $300 million in Series C funding to transform how businesses Plan To Grow, one of the largest minority rounds for a Canadian tech company led by Vista Equity Partners (“Vista”). We will use this funding to accelerate our growth and continue to provide a market-leading customer experience. This year, we are celebrating a decade of Vena. We’ve accomplished a lot over the last 10 years, are excited for what the future holds and are well-positioned for our next phase of growth. Our growing community of customers, partners, business leaders and finance and operations professionals came together in June to celebrate “Strength in Numbers” at our second annual virtual learning and conference experience, Vena Nation week, hosted on Plantogrow.com. As we continue on our own growth journey, our customers continue to be our primary source of learning and inspiration. We are proud that they are choosing to recognize us as a Customers’ Choice and Industry Leader. Vena was recently recognized with a 2021 Top Rated Award in the Corporate Performance Management category and awards for Best Feature Set and Best Customer Support by TrustRadius, and named a Customers’ Choice in the 2021 Gartner Peer Insights ‘Voice of the Customer’: Cloud Financial Planning & Analysis Solutions report. Vena was also recognized as a leader for the eighth consecutive year in the Nucleus Research, 2021 CPM Technology Value Matrix, ranking highest for greater usability. “We’ve certainly come a long way in our ten years of Vena. With a growing team of 450+ Venanites in Canada, the U.S. and U.K., wonderful Partners, $300 million in Series C funding to help us scale and customers who continue to inspire us with their successes, not only are we excited about our next phase of growth, we’re ready for it,” says Hunter. To learn how companies are powering their Plan To Grow with Vena, check out our Customer Stories.

Comparably awards honor our Positive Workplace Culture and One Team Spirit at Vena At Vena, every voice and action matters. We are all active contributors to our culture and growth. Collaboration, transparency and trust form the foundation of our One Team culture. This is why we’re especially proud and honored to be the recipient of three Comparably Awards—Best CEOs for Diversity, Best Leadership Teams and Best Career Growth. Our recognition in these three categories is particularly rewarding considering that it’s direct feedback from our Venanites. Comparably is a workplace monitoring site where employees anonymously rate their companies in various categories. We continually leverage feedback from our team members to guide our company and culture. These awards are a sign that we are on the right track together. Shada McShannon, Director, People Partners & DEI at Vena says, “Building diversity, equity and inclusion in our workplace is at the forefront of everything we do at Vena. It requires an ongoing commitment and is a constant work in progress. We’re very fortunate to have a CEO and other leaders who champion diversity. Together, we will continue to iterate on our DEI roadmap as an organization to ensure that trust and openness exist across every function and at all levels of our organization.” Congratulations to Vena CEO Hunter Madeley for being named on Comparably’s list of Top-Rated CEOs for Diversity: Small/Mid-Size Companies. Comparably’s annual Best CEOs for Diversity represents the top-ranked CEOs based solely on anonymous sentiment ratings from employees of color (non-Caucasian) on Comparably.com in the previous 12 months (June 23, 2020 to June 23, 2021). Derived from 10 million ratings across 60,000 companies, the list is segmented by Top 50 CEOs of large companies (more than 500 employees) and Top 50 CEOs of small/mid-size businesses (500 or fewer employees). This Business Insider article highlighted the following employee quote about Hunter, “CEO is inclusive and makes sure that every employee feels valued and appreciated. I have not worked for a company before where leadership genuinely cares about everyone!" “I consider it an honor to be a member of a team that celebrates all dimensions of diversity and strives to build inclusion into everything we do,” says Hunter. “We are so much stronger when every team member brings their talent, experience and authentic selves to work every day. I also have to acknowledge the incredible work of our various Vena Resource Groups (N4W, Va11y, DEI, Pride, Green Team, Mental Health) as they tirelessly support, promote and advocate for a diverse and inclusive culture within our workplace.” Hunter’s sentiments are shared across the executive leadership team as well as at the management level in every department, earning Vena a thirteenth spot on the Top 50 list of Comparably’s annual Best Leadership Teams for Small/Mid-Size Companies. This Business Insider article included the following employee quote about the leadership team: “Leadership team at Vena is progressive, inclusive, honest and true to company culture and values.” One thing all of our leaders and Learning & Development team strive to do is foster career growth for all Venanites. Through a series of training programs, learning labs and mentorships, all employees are encouraged to sharpen their skills and to chart their growth at Vena. And according to employee feedback, it’s appreciated, earning Vena a spot on the Top 50 Best Small and Midsize Companies for Career Growth. According to this Business Insider article, Comparably asked employees questions about professional development opportunities over a 12-month period at their company (June 23, 2020 through June 23, 2021), including if they had a workplace mentor and if there were advancement opportunities. The full list of Comparably’s 4th annual Best Companies for Career Growth can be found here. On the Vena Comparably page, 97% of Vena employees call their work environment positive and gave Vena an A+ for culture. For more stats and information about how Venanites feel about working at Vena or to leave your own review and rate our company, click here. We’re listening, we value your feedback and are always looking for ways to improve as a company.

The company’s platform was scored as “top rated” for Corporate Performance Management Vena, the Complete Planning platform loved by finance and trusted by business, today announced that it has been recognized by TrustRadius with a 2021 Top Rated Award in the Corporate Performance Management (CPM) category. TrustRadius issues Top Rated badges to products in the top tier of their categories. To earn this award in the CPM category, Vena had to have at least 10 recent reviews. It also had to be present on the TrustMap, obtained at least 1.5% of the traffic in the category and have earned a trScore of at least 7.5. With a trScore—an algorithm that calculates a product’s scores based on a weighted average of reviews and ratings—of 8.1 out of 10 and over 150 verified reviews, Vena was recognized by the TrustRadius community as a valuable player in Corporate Performance Management. “At Vena, we’re proud that our fully cloud native corporate performance management platform inspires such gracious feedback in our user community,” said Vena CEO Hunter Madeley. “To all the finance, operations and business leaders worldwide who use Vena to Plan to Grow their businesses with the power of unified data, thank you for sharing your feedback on TrustRadius. We’re so grateful for the trust you put in us.” Since 2016, the TrustRadius Top Rated Awards have become the industry standard for unbiased recognition of B2B technology products. Based entirely on customer feedback, they have never been influenced by analyst opinion or status as a TrustRadius customer. To learn more about the methodology and scoring that TrustRadius uses to determine TopRated winners, click here. To hear from verified users on how much they value Vena, click here. Looking to share your own feedback? Please leave a review here. About Vena Vena is the only Complete Planning platform that empowers and inspires business leaders, finance and operations professionals to Plan To Grow™. Vena leverages the familiarity and flexibility of Excel, the world’s leading grid, within the Vena Growth Engine, the technology and methodology loved by finance and trusted by business. Over 900 of the world's smartest companies Plan to Grow™ with Vena. For more information, visit venasolutions.com and follow Vena on LinkedIn, Facebook, Instagram and Twitter @venasolutions. About TrustRadius TrustRadius helps technology buyers make better decisions and helps vendors tell their unique story, improve conversion, engage high-intent buyers, and gain customer insights. Each month over 1 million B2B technology buyers, over 50% from large enterprises, use verified reviews and ratings on TrustRadius.com to make informed purchasing decisions. Headquartered in Austin, TX, TrustRadius was founded by successful entrepreneurs and is backed by Mayfield Fund, LiveOak Venture Partners, and Next Coast Ventures.

Vena has come a long way since we opened our doors in 2011. We’ve transitioned from startup to scale up. We’ve grown into a company with more than 450 people across the U.S., Canada and the U.K. And we’re well-positioned to tackle our next phase of growth, with a great team, wonderful customers and partners and $300 million in Series C funding to help us scale. We’re excited for what the future holds. We’ll grow our team, continue to evolve our product, build our partner network and expand the community of finance and operations professionals we serve. As we embark on the next leg of our journey, we’ll also be adding a new CTO to lead our Product and Technology teams. Our co-founder and current CTO, George Papayiannis has spent 10 years leading these teams and believes our next 10 years of growth will be better served with him supporting rather than leading. The decision to pass the baton can be tough, but the time is right and we fully support George in his decision. After all, our customers get the best of both worlds—a passionate and committed founder staying close to the business and the product, and a great new leader to help us better serve our mission of powering our customers’ Plan To Grow™. George will continue to lead as our CTO during the search to find a great successor, and we’ll continue driving full steam ahead on our product roadmap through the hiring process and transition. “The timing has never been better to work through a transition like this,” says George. “The company is in the best position it's ever been. We continue to win and delight customers and are ready to scale into this next phase of growth. We have something incredibly special at Vena. Culturally, as a group, as a brand, we have the opportunity to build something that could outlive all of us.” Every Plan To Grow Starts in Excel. Vena’s Was No Different From day one, Vena’s core value proposition was to leverage the tools finance professionals know and love. George and co-founders Rishi Grover (Chief Solutions Architect) and Don Mal (former CEO) saw an opportunity to amplify Excel’s familiarity and flexibility to help the office of finance become a more strategic partner to the business. Excel became the window to the data and interface to Vena’s planning, budgeting and forecasting software, which streamlines manual FP&A processes so our customers can spend more time doing important analysis. Almost 1000 customers later, Vena has grown into a fully cloud native, corporate performance management platform, empowering finance, operations and business leaders worldwide to Plan To Grow their businesses with the power of unified data. We’re proud to have been recognized for our usability, customer support, feature set and more from organizations including Gartner, BPM Partners, TrustRadius and G2. We’ve also been recognized as a great place to work by Comparably and Glassdoor and remain committed to building a truly inclusive culture driven by our CORE values—Customer Trust, One Team, Respect and Authenticity, Execution Excellence. They guide every decision we make and every action we take. Vena’s Next Phase of Growth We’ve accomplished a lot over the last 10 years and the future is looking bright for our platform. Over the next year, we will stay laser-focused on our key product and technology priorities— rapid time-to-value, best practice methodology and speed to insight. We will be launching revolutionary enhancements to Vena’s core offering, including building on-top of Microsoft’s Office365 platform and launching embedded data visualization leveraging PowerBI. Our Product and Technology team is full of superb talent led by Andrew Stanbridge (VP Product) to Carrie Tanguay (VP Development) and Colin Coller (VP Architecture). This team is taking Vena’s technology and platform to new heights, and is dedicated to creating the best Product and Technology organization possible. “Behind every great product are great people,” says Andrew. “We’ve spent our first 10 years building a top-tier team of over 100 people in Vena's Product and Technology organization. I am excited about the products we are building and the value we create for our customers. And we’re all excited to partner with a new CTO whose knowledge and experience will help power our next 10 years of growth” Vena’s Product and Technology team will continue to grow fast, bringing on best-in-class talent, including a new CTO, to help our customers build agility and resilience into their planning and operating processes with our technology and methodology. If you’re interested in joining Vena, check out our Careers page. The Future Is Now We are incredibly excited about what the future holds for Vena. We will continue to invest in our customers, focusing on providing a market-leading customer experience and product. We’ll stay on course with our strategic direction, helping businesses power their Plan To Grow. And we’ll continue to focus on building a wonderful company and culture in the service of our customers.

Vena Nation week is back and better than ever, taking place virtually from June 14–18 and hosted on PlantoGrow.com. For Vena’s customers and community of finance and operations professionals, there will be plenty of opportunities to learn, connect and grow—with more than 20 sessions, 80 live conversations, 30+ CPE/CPD credits and over 100 speakers including inspiring conversations with Rainn Wilson, Kansas City Chiefs President Mark Donovan and more. The theme of this year’s Vena Nation week is “Strength in Numbers,” which is all about enabling business leaders, finance professionals and operations experts to connect, collaborate, learn from each other and excel together as we all find ways to adapt to new ways of working and powering growth. The event will connect attendees from around the world to explore stories of resilience and innovation, the ongoing evolution of strategic finance, the transformation of operations and how to bring people, process, technology and data together to power your Plan to Grow™. “Businesses need to be able to build agility and resilience into their planning and operating processes to power growth,” said Hunter Madeley, CEO at Vena. “Vena Nation week 2021 will provide our customers and community with a forum where they can connect, and share insights and strategies to help power their Plan to Grow with proven methodology and flexible technology.” Vena Nation 2021 will feature new ways for attendees to connect and grow, learn from experts and thought leaders and network with other business planning professionals. There will be more live and interactive roundtables, a brand new CFO Confidential breakout discussion and the the launch of the ultimate Excel Nerd experience, featuring talks by Excel legends Chandoo and SumProduct and the chance to submit your Excel questions on our Excel Nerds Unite website. “While many of us are physically distancing, we need to build social and professional connections now more than ever, especially in a time of so much change,” said Allison Munro, Chief Marketing Officer at Vena. “With this year’s Vena Nation week, we’ve focused on creating live and interactive experiences to facilitate those connections, share best practices and support finance, operations and business leaders in their Plan to Grow.” We also have an exciting lineup of keynote speakers who will be sharing their insights, experience and success stories. Joining us will be our celebrity guest, Rainn Wilson, who will be speaking about how creativity and self-expression create a more meaningful and collaborative hybrid work model. He’ll be sharing the virtual stage with other luminaries, including: Mark Donovan, President of the Kansas City Chiefs Jeanne Lam, Chief Business Officer at Wattpad Kendra James-Anderson, Virtual CFO and Founder of The Finance Femme Punra Duggirala, Director of Chandoo.org and Excel influencer Liam Bastick, Director of SumProduct and Excel influencer They will cover topics such as how to build winning teams with a winning culture, life and business hacks, the new era of storytelling, new Excel features and shortcuts, and effective data storytelling in Excel. To save your spot for Vena Nation week 2021 at Plantogrow.com/vnw21. And for Vena Nation week updates, follow us on LinkedIn, Facebook, Instagram and Twitter.

Vista Equity Partners leads the round, one of the largest in Canadian tech. TORONTO, April 27, 2021 -- Vena, the Complete Planning platform loved by finance and trusted by business, today announced it has raised $300 million in Series C funding. The minority round is one of the largest for a Canadian tech company and is led by Vista Equity Partners (“Vista”), a leading global investment firm that exclusively invests in enterprise software, data and technology-enabled businesses. Vena will use the funds to accelerate growth and continue to provide a market-leading customer experience. Vena is a cloud-native platform that leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine—the technology and methodology businesses use to streamline finance processes, connect teams, drive decision making and plan with confidence for today and tomorrow. With this round, Vena has raised over $450 million, positioning the company as the corporate performance management (CPM) platform of choice for finance and operations professionals and validating Vena’s mission to power its customers’ Plan To Grow™. “This significant investment is a clear endorsement of the value we are providing to our customers and Vena’s position in our market,” said Vena CEO Hunter Madeley. “All organizations need to build agility and resilience into their planning and operating processes and we are excited to scale our business to meet that demand. We are also excited to partner with the team at Vista whose extensive enterprise software operational experience will help Vena continue to invest in our customers and culture as we grow together.” JMI Equity and Centana Growth Partners, early investors in Vena, will remain active, partnering with Vista to help support Vena’s continued momentum. As part of the raise, Vena welcomes two new members to its board of directors from Vista—Kim Eaton, Managing Director and Marc Teillon, Senior Managing Director and Co-Head of Vista’s Foundation Fund. “The pandemic has emphasized the need for agile financial planning processes as companies respond to quickly-changing market conditions, and Vena is uniquely positioned to help businesses address the challenges required to scale their processes through this pandemic and beyond,” said Eaton. “We look forward to partnering with the Vena team in its next stage of growth as they continue to expand Vena’s platform to new customers and markets.” Teillon added “We were impressed with not only the work and commitment of the Vena team, but also their values and culture which will be an important part of their continued success. Together, we are excited to advance Vena’s market leadership as the platform of choice in the CPM space.” Today’s funding announcement caps off a strong year for Vena. The company has continued to be recognized by the wider industry, named a Customers’ Choice in the 2021 Gartner Peer Insights ‘Voice of the Customer’: Cloud Financial Planning & Analysis Solutions report. It also received accolades for Best Feature Set and Best Customer Support from TrustRadius and numerous awards from G2 and BPM Partners, including Best Usability, Ease of Use and more. Vena was also the recipient of 2020 Comparably Awards for Best Company Culture, Best Companies for Women, Best Outlook and Best Companies for Diversity. McCarthy Tétrault LLP served as legal advisor to Vena. Evercore served as financial advisor to Vista and Kirkland and Ellis LLP and Stikeman Elliott LLP provided legal counsel. About Vena Vena is the only Complete Planning platform that empowers and inspires business leaders, finance and operations professionals to Plan To Grow. Vena leverages the familiarity and flexibility of Excel, the world’s leading grid, within the Vena Growth Engine, the technology and methodology loved by finance and trusted by business. Over 900 of the world's smartest companies Plan To Grow with Vena. For more information, visit venasolutions.com and follow Vena on LinkedIn, Facebook, Instagram and Twitter @venasolutions. About Vista Vista is a leading global investment firm with more than $75 billion in assets under management as of December 31, 2020. The firm exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future—a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on Twitter, @Vista_Equity.

Vena for Banking and Credit Unions streamlines net interest margin planning, detailed profitability analysis and more with process automation, data integration and a native Excel interface to help banks scale growth amid evolving market conditions TORONTO – April 7, 2021 – Vena, the Complete Planning platform loved by finance and trusted by business, today announced the release of Vena for Banks and Credit Unions, a pre-configured solution that streamlines the FP&A and extended planning processes of financial organizations whose primary revenue stream is interest margins. The solution combines industry best practices for corporate performance management (CPM) with Vena’s Growth Engine—the technology and methodology behind your business plans—to power net interest margin planning, profitability modeling and analysis by product and branch, driver-based budgeting and more with process automation, data integration, real-time reporting and a familiar native Excel interface. In today’s economic environment, banks and credit unions have to contend with quickly-changing market conditions, tighter margins, increasing customer demands, global competition and strict regulatory compliance requirements. These obstacles are all the more difficult to overcome when key business processes, such as net interest margin planning, variance reporting and profitability analysis, are manual, complex and hindered by disparate data sources, disconnected planning models and fragmented business logic. This makes having an efficient, flexible and agile performance management solution crucial to success. “Most planning systems aren’t purpose-built for banks and credit unions. They try to fit a unique business model into a one-size-fits-all solution without considering the unique planning, reporting and analysis needs of the industry,” said Rishi Grover, Co-founder and Chief Solutions Architect at Vena. “Vena for Banking and Credit Unions gives finance and accounting teams in banking the capabilities of our Complete Planning platform with a solution configured to meet their business dimensions—including branches, financial products, chart of accounts and more. They can get up and running in a matter of weeks and hit the ground growing.” Vena for Banks and Credit Unions streamlines CPM for banking with automation and industry best practices for finance-led and extended planning, developed using Vena’s extensive experience with customers in the financial services sector. The pre-configured solution includes integrations with core banking, ALM and FTP source systems. Its pre-configured planning templates allow for real-time product profitability analysis, business logic incorporating assumptions around base rates, margin and interest rate calculations, unlimited modeling capabilities, comprehensive reporting, collaborative workflows and more—all leveraging a native Excel interface that drives ease-of-use, transparent yield calculations, customization and adoption across the business. “I couldn't believe what we were able to achieve with Vena,” said Michael To, Director of Finance Data Services & Analytics at ATB Financial, a Canadian financial institution based in Edmonton, Alberta, with over 300 branches, $55 billion in assets and 5,400 employees. “We now have the capability to look back at actual versus budget during our monthly analysis and see if these variances are due to our margins or to our price/volume variances. That's something we'd never really talked about before.” Vena is also committed to furthering its mission to help banks and credit unions power their plan to grow through its membership with the American Bankers Association (ABA), an organization that provides the training, advocacy and expertise banks and credit unions need to serve their customers and communities and help grow the economy. “Digital transformation, powered by the right technology and methodology, is critical if banks are to have the planning agility needed to keep pace with today’s quickly-changing market conditions,” said Shelly Loftin, Senior Vice President, Retail Banking, Payments & Lending at American Bankers Association. "With flexible, scalable planning solutions that are easy-to-use and adopted across the business, institutions can streamline key business processes, power deeper analysis, drive more informed decision making and plan with confidence for today and tomorrow." To learn more about Vena for Banking and Credit Unions, click here. About Vena Vena is the only Complete Planning platform that empowers and inspires business leaders and finance and operations professionals to plan to grow their businesses. Vena leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine, the SaaS platform and methodology that powers your plans and guides your journey to growth. Over 850 of the world's smartest companies grow with Vena. For more information, visit venasolutions.com. Contact Kelly Anderson | SHIFT Communications Vena@shiftcomm.com

The annual Gartner Peer Insights report recognizes vendors that are the most highly rated by their customers At Vena, Customer Trust is one of our core values. We value and protect it with every decision we make and action we take. We care deeply about helping our customers grow and succeed. From the ongoing evolution of Vena’s Complete Planning platform to shaping our product offerings and customer journey, we always act with our customers’ best interest in mind. That’s why we’re excited to announce that Vena was named a 2021 Gartner Peer Insights Customers’ Choice, what we consider a great honor for the entire Vena team. Our customers on Gartner Peer Insights rated Vena as a Customers’ Choice for cloud FP&A. Based on direct peer experiences of implementing and operating a solution, Vena was one of the two midsize enterprise vendors named a Customers’ Choice in this category. “We’re thrilled to be recognized in the ‘Voice of the Customer’ Report. Our customers count on us to help them plan to grow and I believe their ratings are a reflection of Vena’s commitment to being a true partner across finance and operations. We’re trying to be a difference maker for our customers and it’s a real honor to receive their support,” said Hunter Madeley, CEO at Vena. Gartner Peer Insights recognizes vendors that are the most highly rated by their customers. The report complements the Magic Quadrant and Critical Capabilities (the “expert research”) for the same market and is used as an additional resource for end users in their buying process. Gartner Peer Insights recognized eight vendors. The peer-sourced reviews and ratings of Vena’s Complete Planning platform—the only planning and analysis solution robust enough for enterprise-level scalability, performance and extensibility, yet simple enough for anyone at any organization to use—positioned Vena as a Customers’ Choice highly-rated vendor in the midsize enterprise market. "Today, more than ever, our customers are aware of how critical it is to understand their organization’s business model and the balance of predictability and agility in their planning processes. Vena customers who chose us as a partner in planning and rated our cloud FP&A software with this top distinction gives us a significant boost as we continue to build on leadership in the FP&A and xP&A software market,” said Rishi Grover, Co-founder and Chief Solutions Architect at Vena. Vendors named a Customers’ Choice are noted on the live Gartner Peer Insights site, a free, public review platform. Gartner Disclosure Gartner Peer Insights Customers’ Choice constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Gartner or its affiliates. If you have a Vena story to share, we encourage you to join the Gartner Peer Insights crowd and leave your feedback. Resources: Read Cloud Financial Planning and Analysis (FP&A) Solutions reviews verified by Gartner. Over 850 of the world’s smartest companies grow with Vena. To check out what some of our customers say about Vena, click here.

Together with our Partners around the world, Vena inspires the way businesses and people grow. That’s why we’re thrilled to announce the launch of our new Partner Program—the ultimate community resource center for helping our Partners and their clients succeed. Much like the previous program, our refreshed Partner experience provides access to exclusive Vena resources, including training guides, customer engagement opportunities and co-branded marketing material. However, our new tiered structure places a greater emphasis on community and gives Partners what they need to grow together with Vena. The new program places Partners into one of three categories: Official, Advanced and Distinguished. As our Partners evolve with Vena and help their clients prosper with our platform, they’ll be able to grow even further and unlock more exclusive Partner perks. Here’s a quick breakdown of our new Partner path, with a brief explanation of what each category entails: Official Partners: Everything Partners need to kick off their growth journey with Vena. Official Vena Partners are a community of knowledgeable experts who can help their businesses and clients thrive with white-glove service and support. Advanced Partners: Taking growth to a whole new level. We promote our Advanced Partners’ expertise with an annual joint marketing campaign, priority sponsorship at Vena events, brand visibility to customers and more. Distinguished Partners: Simply the best. Distinguished Partners are Vena’s most trusted champions in the market. We’ll shout that from the rooftops with multiple annual marketing campaigns, first-in-line access to our services teams, quarterly business reviews and a dedicated Partner Success Manager. “Our new and improved Partner Program reflects Vena’s ongoing commitment to establishing trust in the market and helping businesses plan to grow with our platform,” says Jeff Scheepers, Vena’s VP of Global Partner Strategy and Operations. “With the new tiered structure, we’re doubling down on community—a key aspect of the Vena Partner experience—and giving our Partners what they need to deliver maximum value for their clients.” * * * * * About Vena Vena is the only Complete Planning platform that empowers and inspires business leaders and finance and operations professionals to plan to grow their businesses. Vena leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine, the SaaS platform and methodology that powers your plans and guides your journey to growth. Over 800 of the world's smartest companies grow with Vena. For more information, visit venasolutions.com.

World-class team now leading the evolution of professional sports in the boardroom using integrated data and analytics to drive detailed revenue planning and business performance. TORONTO - February 16, 2021 - Vena, the Complete Planning platform loved by finance and trusted by business, today announced its new FP&A technology partnership with the Kansas City Chiefs. The partnership between Vena and the Chiefs has created a winning formula for digital, finance-led transformation in the sports and entertainment industry. Professional sports has undergone significant changes over the past 12 months and organizations are facing challenges never experienced before in the industry. With the disruption of ticket sales, concessions and more, sports organizations needed to quickly pivot and learn how to report outside of traditional revenue streams. These sudden changes to the marketplace have required agile planning from finance, strategy and analytics teams to drive informed business decisions and uncover new revenue opportunities. This first-of-its-kind partnership brings together the expertise of the Kansas City Chiefs and the power of Vena’s Growth Engine to create a business planning center of excellence for finance and operations in professional sports and entertainment. Using Vena’s technology and built on the Chiefs’ industry best practices, Vena is delivering a Finance-Led Planning solution purpose-built to help organizations in the industry better meet the challenges of today and tomorrow. Using Vena’s platform and guided by the Chiefs’ industry leadership, organizations are able to streamline key revenue planning and operational processes, conduct more in-depth reporting and analysis and drive innovation with the office of finance leading the way as a more strategic business partner. Dan Crumb, Chief Financial Officer at Kansas City Chiefs said, “Vena revolutionized how we look at financial information. We look forward to our continued collaboration with Vena through this partnership and the opportunity to provide the best-in-class systems, processes and planning resources to financial decision makers in professional sports and entertainment.” Working with Vena, the Kansas City Chiefs were able to gain efficiencies through new use cases including detailed revenue planning, player salary planning, box office reporting, executive reporting, sales compensation and sponsorship, and more. For the Chiefs, increasing time efficiency was critical and Vena was able to help box office reporting go from three hours to five minutes. In a year that saw an unexpected and dramatic shift from in-person to remote work, Vena made it easier for the Chiefs to transition and ultimately helped them be more efficient. “We’re proud to have helped the Kansas City Chiefs—our customer of two years and now a partner—drive significant change and enable innovation within their organization,” said Hunter Madeley, CEO at Vena. “Our partnership with the Chiefs will allow us to better serve customers in professional sports and entertainment with a best-in-class solution tailor made to meet their needs and power their plan to grow.” Crumb added, “Vena provided a solution that consolidated multiple tools for budgeting, revenue forecasting and reporting. We now have greater financial visibility and accountability while empowering departments to review and provide continuous feedback. Vena was able to understand our unique business needs and create templates and workflows that make the budgeting, forecasting and reporting processes extremely efficient.” Vena customers and finance leaders across the industry will have the opportunity to learn more about how the Kansas City Chiefs have been able to build a winning team on and off the field with upcoming talks and live and interactive digital events at plantogrow.com. About Vena Vena is the only Complete Planning platform that empowers and inspires business leaders and finance and operations professionals to plan to grow their businesses. Vena leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine, the SaaS platform and methodology that powers your plans and guides your journey to growth. Over 800 of the world's smartest companies grow with Vena. For more information, visit venasolutions.com. Contacts Kelly Anderson | SHIFT Communications Vena@shiftcomm.com

Here’s to kicking off 2021 with two top honors, thanks to our customers. We’re extremely grateful for starting off the year by receiving two awards in the categories of Best Feature Set and Best Customer Support from TrustRadius. These awards highlight companies with outstanding feature sets and support that have gone above and beyond to meet the growing demands of today’s users. Not only are these wins a testament to Vena’s mission to deliver best-in-class solutions, they also reinforce our people-first mentality. We never downplay the value of feedback and need for continuous improvements, so to be awarded these achievements driven by customer reviews is an honor. In announcing their first-ever Best of Award winners, TrustRadius CEO Vinay Bhagat said, “Let’s face it: not all products are created equal, and neither are all technology buyers. That’s why at TrustRadius we’re always looking for new ways to help buyers make great decisions. By highlighting products that have first-class feature sets, we can help more buyers navigate to products that will meet their unique needs.” "Customer trust is one of our core values at Vena,” said Vena’s CEO Hunter Madeley. “We care deeply about helping our customers succeed and are dedicated to supporting them through every stage of their growth journey. To be recognized with these awards is a great honor because our customers' successes are our successes." More than 800 companies from around the world rely on Vena’s Complete Planning Platform. It’s easy-to-use, flexible and fully customizable, combining the familiarity of an Excel interface with the Vena Growth Engine, the technology and methodology that powers their plan to grow with enterprise-level cloud capabilities and scalability. Vena brings people, processes, systems and teams together in a single source of truth, and powers any plan that can be created in Excel with visual workflow tools, audit trails, unlimited modeling capabilities, preconfigured solutions and configurations for finance-led planning, extended planning and beyond. With Vena, finance, operations and business leaders can: Automate manual tasks and workflows to streamline key FP&A processes, including budgeting and forecasting, what-if analysis, management reporting and more. Work with a tool they already know. Vena leverages the familiarity and flexibility of Microsoft’s Excel interface using the universal language of finance. Use Vena’s centralized database and embedded analytics to uncover efficiencies hiding in disparate systems, drill down into data and turn numbers into narratives. Unify business processes, such as their financial close, with accurate, transparent data. To win the Best Feature Set Award, each nominated organization had to receive 10 TrustRadius reviews in the past year that featured specific mention of their product’s feature set. Winners also had to rank in the top three positions of their category in terms of what percentage of positive responses they earned this year. Additional vetting via textual review analysis was also performed by the TrustRadius research team. We’re truly honored and grateful that over 100 Vena customers gave us their feedback in 2020. Find out how companies across industries are powering their growth with Vena. And if you’re interested in learning more about Vena’s features and solutions, you can preview Vena here.

Comparably releases fourth annual rankings for small and midsize businesses At Vena, we believe that a positive company culture is key to success, so we are honored to be the recipient of three 2020 Comparably Awards for Small and Midsize Businesses in the following categories: Best Company Culture, Best Companies for Women and Best Companies for Diversity. Comparably, a workplace monitoring site, honors companies with Best Places to Work Awards as rated by their own employees, which makes our recognition in these categories particularly rewarding—it’s a result of feedback from our Venanites. “We are proud of the culture we are building and thrilled that our team members believe in the work we are doing on behalf of our customers,” said Hunter Madeley, CEO, Vena. “Our success and growth is a direct result of our employees’ ability and willingness to bring their full selves to work. We are grateful for the trust and openness we have across every function and at all levels. We’ll continue to work hard every day to support our employees’ ability to bring all of their talents and experiences to bear here at Vena and are honored to receive this recognition.” At Vena, we lead a variety of pro-diversity and inclusion initiatives to improve corporate culture. Our employee resource groups, for example, support, promote and advocate for a diverse and inclusive culture within the workplace. Vena’s DIBs (Diversity, Inclusion & Belonging) group aims to create the space and freedom for Vena employees to be themselves and to celebrate their differences. Our N4W (Network for Women) group addresses the interests, challenges and hurdles women+ from different backgrounds experience in the tech community workplace. And our accessibility group, Va11y, works toward actualizing barrier-free access to Vena for everyone, no matter their unique needs or learning style. Vena also actively supports a variety of partner initiatives, including bootcamps for Women In Tech Sales, as well as networking events and hackathons with Black Professionals in Tech Network, Elle Hacks, SheHacks and WomenHack. The Comparably Awards are derived from sentiment ratings provided by employees who anonymously rated their employers on Comparably.com during a 12-month period (December 1, 2019 to December 1, 2020). Comparably compiled feedback based on how employees answered several questions across different key metrics, such as career growth, leadership and work-life balance. The data is based from 10 million compiled ratings across 60,000 U.S. companies. Of surveyed companies, Vena ranked 6th in Best Companies for Diversity, 8th in Best Companies for Women and 14th in Best Company Culture.

Digital learning and event platform features CPE and CPD-accredited talks and tutorials and live and interactive events At Vena, we are committed to keeping our customers and community connected and supported as you continue to think differently about the way you work, learn and grow both personally and professionally. That’s why we’re excited to announce the next evolution of plantogrow.com, a unique and free digital learning and event destination for the office of finance, operations professionals and business leaders. Plan To Grow is a place where you can go for best practices, insights and inspiration from industry experts, influencers and thought leaders and to accelerate your growth. Jumpstart your growth journey with CPE and CPD-accredited talks and tutorials, live and interactive events, professional development, peer insights and more—live and on demand. Plan To Grow builds on Vena Nation week, a virtual learning and conference experience launched in May of 2020 to help finance professionals navigate a rapidly changing business environment. The new Plan To Grow continues to support the office of finance, operations professionals and business leaders as you plan for today and tomorrow. The platform’s expanded offerings now include more opportunities to access the complete planning skills and strategies you need to power and accelerate growth at every stage. “Our mission is to support finance and operations professionals each step of the way as they plan through change—personally, professionally and as a business,” says Hunter Madeley, CEO at Vena. “Plan To Grow is a testament to Vena’s ongoing commitment to our customers and community.” Reimagined with a mobile-friendly user experience focused on personalization and discovery, Plan To Grow empowers you to learn, connect and grow your own way. Each month at Plan To Grow you can access new talks and tutorials across different CPE and CPD Content Series, such as Transformational Leadership and The Vena Excelerators. You can change the way you think and work with inspiration from Agile CFOs and other forward-thinking thought leaders and influencers, learn about the latest developments that are transforming finance-led processes and shaping the future of business planning and much more. There will also be plenty of opportunities for you to connect with peers through virtual discussions, workshops and live events. You can access a library of on-demand CPE and CPD accredited content to learn on your own time. And as a bonus, as you learn, you can also work towards obtaining a free Agile Reporting and Analysis Certificate. “Vena has created a unique destination for finance and operations professionals at a point where time is at a premium and opportunities for connection are limited,” says Allison Munro, Chief Marketing Officer at Vena. That’s why we’re so excited about the evolution of Plan To Grow. It’s a place for Vena’s customers and community to stay connected and access content where, when and how they want as they plan their growth journeys.” Together, we’re transforming the strategic office of finance, the way businesses plan to grow and powering the people, processes and technology of today and tomorrow. To sign up for your free access or to learn more about our digital learning and event platform, visit plantogrow.com.

TORONTO - September 23, 2020 - Vena, a provider of cloud-based financial planning and analysis software, today announced that it has been recognized by TrustRadius with a 2020 Tech Cares Award. This award celebrates companies that have gone above and beyond to provide their communities, clients and front line workers with support during the COVID-19 crisis. “Vena’s response to COVID-19 was informed by our CORE values of Customer Trust, One Team, Respect and Authenticity as well as Execution Excellence,” said Hunter Madeley, CEO of Vena. “We appreciate the recognition from TrustRadius as it validates our deep commitment to our employees and customer community. Vena will continue to support business leaders, finance teams and operations professionals in driving personal, professional and business-oriented growth during these uncertain times.” “We are excited to announce our first-ever Tech Cares Award winners,” said TrustRadius CEO, Vinay Bhagat. “We have been completely inspired by the way the B2B technology industry responded to COVID-19. Not only do we feel that these companies are deserving of recognition—we also consider their example when deciding how we ourselves can find new ways to give back.” Vena’s ongoing response to COVID-19 has included: Launching a free digital learning platform, Plan to Grow, which provides its community with an all-access pass to industry insights, best practices and CPE-accredited talks and training. Offering thought leadership around agile business planning. Organizing virtual meetups for executives to support each other as they tackle the crisis within their respective organizations. Supporting Vena Resource Groups (VRGs) that are committed to social progress, such as: Vena Cares DIBs - Diversity, Inclusion & Belonging Green Team N4W - Network for Women Va11y - Accessibility For All To be accepted for the Tech Cares Award, each nominated organization had to be a B2B technology company that demonstrated above-and-beyond caring during the COVID-19 pandemic. Everyone was welcome to nominate an organization for this award, including those who work for or with the company. All nominations were thoroughly vetted by the TrustRadius research team. In addition to nominations, the Tech Cares Award was also given on the basis of reviewer feedback on TrustRadius. Organizations whose reviews clearly illustrated how much they care during this crisis have also been recognized. About TrustRadius TrustRadius is the fastest growing, most trusted customer voice and insights platform that helps tech buyers make great decisions and helps technology vendors acquire and retain great customers. Each month, over 1 million B2B technology buyers use verified reviews and ratings on TrustRadius.com to make informed purchasing decisions. Headquartered in Austin, TX, TrustRadius was founded by successful entrepreneurs and is backed by Next Coast Ventures, Mayfield Fund, and LiveOak Venture Partners. About Vena Vena connects people, existing systems and data to power finance-led business planning and real-time reporting. Our Excel interface combines unmatched integrated planning capabilities with the world’s leading spreadsheet platform so cross-functional teams can work together under a shared vision. Vena gives you ease of use, flexibility, performance and scalability on a connected platform. Integrate data in real time and perform finance-led planning processes, such as budget orchestration, agile forecasting, scenario modeling, reporting and analytics, financial consolidation and more with ease. Over 800 of the world’s smartest companies map out their growth journeys with Vena. For more information, visit: venasolutions.com. Contacts Noor Manji | Vena nmanji@venacorp.com, 855-513-5989

TORONTO – September 3, 2020 – Vena, a provider of cloud-based financial planning and analysis software, is pleased to announce that it has received growth capital financing from CIBC Innovation Banking. The funding enables Vena to accelerate growth by further expanding product content and market reach. Backed by JMI Equity and Centana Growth Partners, Vena has established its position as a market leader with more than 800 clients around the world. Vena connects existing systems with an Excel interface and powerful integrated planning capabilities to help clients effectively manage and grow their businesses. The platform streamlines key finance-led processes, including budgeting, forecasting, scenario analysis, reporting, financial consolidation and more. “Vena provides a dynamic software solution that is easily adoptable, enables businesses to plan more effectively and grow with greater agility,” said Amy Olah, Executive Director in CIBC Innovation Banking’s Toronto office. “The software streamlines workflows, drives informed decision making and most importantly, saves time.” “As a growth stage software company, CIBC Innovation Banking is just the team we need to propel our growth forward into the future,” said Vena Solutions’ Chief Financial Officer, Darrell Cox. “Not only do they offer a wide range of services that enable us to maintain our steep upward trajectory, they also really understand our space. We look forward to working with CIBC Innovation Banking as we take the next step in our journey and beyond.” About CIBC Innovation Banking CIBC Innovation Banking delivers strategic advice, cash management and funding to North American innovation companies at each stage of their business cycle, from start up to IPO and beyond. With offices in Atlanta, Austin, Chicago, Denver, Menlo Park, Montreal, Reston, Toronto and Vancouver, the team has extensive experience and a strong, collaborative approach that extends across CIBC’s commercial banking and capital markets businesses in the U.S. and Canada. About Vena Vena connects people, existing systems and data to power finance-led business planning and real-time reporting. Our Excel interface combines unmatched integrated planning capabilities with the world’s leading spreadsheet platform so cross-functional teams can work together under a shared vision. Vena gives you ease of use, flexibility, performance and scalability on a connected platform. Integrate data in real time and perform finance-led planning processes, such as budget orchestration, agile forecasting, scenario modeling, reporting and analytics, financial consolidation and more with ease. Over 800 of the world’s smartest companies map out their growth journeys with Vena. For more information, visit: www.venasolutions.com Contacts Jonathan Paul | Vena jpaul@venacorp.com, 416-207-1770 Kathryn Lawler | CIBC Innovation Banking kathryn.lawler@cibc.com, 416-242-1943

For more than a decade, Alex Banayan has obsessively studied what success means. Thousands of hours of research, hundreds of biographies and most importantly, personally interviewing everyone from Warren Buffet to Lady Gaga for his bestselling business book on success, The Third Door. Along the way, Alex uncovered important guiding principles that can help inform successful, finance-led business planning. Discover how Alex’s lessons on success can help impact your finance team in A New Mindset, a CPE-accredited, on-demand video at PlanToGrow.com, a digital learning platform for business leaders and finance and operations professionals. “The opposite of success isn’t failure … it’s failing to try.” — Alex Banayan Throughout his research and interviews, Alex learned that almost everyone he met approached success in much the same way—through persistence and resilience. What’s more, most of that approach can be applied directly to successful, finance-led planning at your organization, with notable examples, including: It’s the Process, Not the Plan: How his journey to interviewing the world’s most successful people was often as telling as the interviews themselves—in much the same way that a strategic plan itself isn’t as important as the planning process behind it. Planning is a Process of Persistence: Just as integrated planning and agile forecasting are iterative processes of continuous improvement, persistence was essential to Alex’s success to a point—and too much got him into a corner even Bill Gates couldn’t help him escape. The Value of Allies: In the same way that the most successful people recruit personal mentors, coaches and allies to have their back, the success of finance-led planning efforts often depends on having the right executive buy-in. Watch Alex discuss how the fundamentals of success apply to some of the biggest challenges facing strategic finance teams today. Take a page from The Third Door to use explicit and implicit messages that encourage innovation, experimentation and—ultimately—a growth mindset throughout your organization. Join Alex’s discussion for key takeaways, including: What the third door of Alex’s bestselling book means and how it applies to growth and success in the face of any business or market condition. The difference between explicit and implicit messages and how the latter defines you as an individual and team and your approaches to business planning. Why cherishing your mistakes is a necessary step towards personal and organizational growth, reinforcing the values of persistence and continuous improvement. The make-or-break value of having an influential ally in your corner, whether it’s a personal mentor or executive sponsor of your finance-led planning initiatives. Hear about Alex’s amusing, memorable and first-hand conversations on success with Steven Spielberg, Bill Gates, Warren Buffet, Quincy Jones, Jessica Alba and more. Thought Leader Bio Alex Banayan: Success Expert & Author, The Third Door Alex Banayan, author of The Third Door, is America’s youngest bestselling business author and one of Forbes’ and Business Insider’s top “30 under 30” thought leaders. An expert in high performance and personal development, he is a frequent public speaker and contributor on CNBC, Businessweek, The Washington Post, MSNBC and Fox News.

“When it comes to persistence you have as many at-bats as you’re willing to give yourself.” These wise words from best-selling author Alex Banyan perfectly set up the theme for day three of Vena Nation: the importance of being persistent and adopting a growth mindset, both in life and in business. Throughout his keynote, Alex shared stories about how he overcame fear to chase down and interview some of the world’s most successful business leaders and luminaries— including Warren Buffett, Larry King, Quincy Jones and Jessica Alba—for his book The Third Door. It was a can’t miss session and if you weren’t able to catch it live, you can watch it on demand (along with all of the other sessions) over at plantogrow.com. Here were a few more of the top takeaways from Day 3 at Vena Nation: To grow into a world class organization, you need a world class planning platform During his keynote, Road to Growth, on the third day of Vena Nation, Andrew Stanbridge (VP, Product at Vena Solutions) stressed the importance of businesses adopting a world class business planning platform to enable them to drive sustainable growth. For many organizations, planning platforms can be a hurdle to growth because they lack features, are difficult to use and don’t integrate with external data sources. But a world class planning platform can not only alleviate those pain points, but actually act as a springboard for transformational growth. In his presentation, Andrew outlined the three pillars of a world class planning platform: Insights – The ability to analyze all of the information at your disposal using data visualization tools so you can extract valuable insights. Top insight needs include: deep analysis and visualization, scenario modeling, report distribution and ad hoc reporting. Planning – The ability to plan for today and tomorrow in an agile, integrated, and collaborate manner. An important prerequisite for agile business planning is being able to quickly connect all of your business data from internal and external sources so that you have a complete view of your business. Adoption – The ability for everyone at your company, even non-technical people (who are sometimes the decision makers) to be able to use the planning platform. Frictionless, easy to use tools are more important than ever because integrated planning requires participation from stakeholders across the business. A powerful and feature-rich planning platform is effectively useless if it is not user-friendly. Business intelligence tools are key to driving organizational growth and strategic decision making In their training session, “Strategic Decision Making with Power BI,” Lead Product Manager at Vena, Anna Robinson, and Solutions Architect Zintis Vandelis took a deep dive into how business intelligence platforms are quickly becoming one of the valuable tools for finance teams to help accelerate strategic, cross-functional decision making. Business intelligence tools enable companies to deliver insights at the speed of business and add finance expertise to business decisions. In their presentation, Anna and Zintis showcased how the Vena connector for Power BI allows organizations to: Connect and explore their data in minutes Access all of their data in one place in real time Collaborate and share your dashboards with their team View insights in any browser or mobile device The power of connected systems Senior Product Manager Kari Ostevik and Product Manager Stefan Mak delivered an insightful session on “The Power of Connected Systems.” As mentioned above, one of the prerequisites for agile finance-led business planning is being able to easily and automatically connect your business data from external sources and systems so that you have a single source of the truth. Manually uploading data from external systems is simply too consuming and error-prone for most businesses, which is why having the ability to automatically pull and integrate data from external sources such as your ERP, CRM, and HRIS is so powerful. Kari and Stefan demonstrated just how easy it is to pull in data from all of your internal and external systems with the Vena platform. Vena is source-system agnostic, meaning that it can bring in data from any system, and has three types of powerful automatic connectors: Vena Connector – The Vena Connector is source agnostic, meaning it can bring in data from any system, and can import CSV, TDF, and PSV flat files. The connector also has the ability to export the data back to your servers. Power Automate – Microsoft’s Power Automate allows you to easily connect to box, OneDrive, STFP, and more. All users need to do is drop a file into any of th systems that Power Automate sports and that file will automatically be brought into Vena. Native Connectors – Vena also features a number of native connectors that allow users to easily pull in data from Salesforce, Sage Intaact, Netsuite, and QuickBooks. The beauty of these native connectors is that they form a direct connection with the source system (no flat files needed) and require little set-up. Not only do these connectors save finance teams a lot of time and reduce human error, but they allow key stakeholders to view all of the data they need to make business decisions in one place. To view all Vena Nation sessions live and on demand, head over to plantogrow.com and register now for your free All Access pass.

As Vena Nation rolls on, we’re continuing to bring you the key learnings and takeaways from each day’s sessions. The theme for Day 2 was integrated planning—connecting people and data (financial and non-financial) for a completely collaborative approach to finance-led business planning. The morning kicked off with a captivating keynote from Jack McCullough, president of the CFO Leadership Council and author of Secrets of Rockstar CFOs. Jack shared his nine primary traits of “rockstar CFOs,” highlighting the fact that they’re great cross-functional collaborators. Registrants also had a chance to learn best practices for integrated planning from their peers, industry experts and leading finance executives. The day wrapped up with two very insightful training sessions, where Vena customers discovered the technical features that enable agile, integrated planning processes across every function of the business. All in all, it made for a day chock-full of integrated planning insights. Here are the top takeaways from Day 2 at Vena Nation: Rockstar CFOs are strategic, ethical, forward-thinking leaders who work well cross-functionally With the right skills, the right attitude and the right people around them, all finance leaders have the potential to achieve “rockstar CFO” status and lead their companies toward a successful, profitable future. That was the lesson from Jack McCullough’s Vena Nation keynote, Secrets of Rockstar CFOs (which is also the title of his book.) Viewers were treated to a highly personable session, as Jack drew from his conversations with dozens of CFOs and his own experiences as CFO for 26 different companies to shape a compelling narrative for the audience, including a number of key takeaways. According to Jack, rockstar CFOs share nine secrets to success—they’re all strategic thinkers, ethical leaders, master dealmakers, elite team builders, lifelong learners, relationship builders, cross-functional performers and seasoned finance experts who always maintain a work-life balance. And as key strategic partners to the business, rockstar CFOs are champions of integrated, finance-led business planning. But getting to that level doesn’t happen overnight. In order to achieve rockstar status, CFOs need to constantly look ahead, learn from each other, maintain a strict ethical code and surround themselves with great talent. It’s easier said than done, but it’s achievable. Integrated planning is a team effort, but it starts with finance and operations The importance of integrated planning—involving all cross-functional stakeholders in the business planning process—was the day’s primary focus. After his keynote, Jack McCullough joined Wealthsimple CFO Leen Li and Vena CFO Darrell Cox for a panel discussion hosted by Vena COO Tina Goulbourne. Viewers learned that integrated planning requires collaboration and transparency between finance and operations teams, which is much easier if you have a single source of truth for all core finance and operational planning processes. With easy access to reliable, up-to-date data from every function of the company, finance and operations professionals can focus on the big picture and more easily communicate that plan across the organization. Culture is also an important driver of integrated planning, which Vena CCO Debbie Lillitos and CTO George Papayiannis discussed at length during their keynote together. In order to implement effective integrated planning processes, company culture needs to be rooted in teamwork, innovation and mutual trust between departments. For some real-world examples of integrated planning in action, viewers heard from a number of current Vena customers who talked about how integrated planning has enabled a more accurate, agile and improvement-driven outlook at their organizations. It’s clear that integrated planning allows businesses to plan for today and tomorrow more confidently. Vena supports integrated planning with advanced data transformations During the day’s training sessions, our customers learned how to use Vena’s channel mappings functionality to aggregate cross-functional data and present it in their desired format. This is an important feature for integrated planning, because it allows users to define the relationships between unique data sources and present that data in an easily digestible format for managers and other non-finance stakeholders. Viewers were given a refresher on key features such as cube-to-cube transformations, template automation and driver-based planning. Keep in mind that these functions are made possible thanks to Vena’s seamless integration capabilities with all existing source systems, which is one of our platform’s most celebrated features. To view all Vena Nation sessions live and on demand, head on over to plantogrow.com and register now for your free All Access pass.

Vena Nation is underway. With an agenda full of insights and learnings from industry experts, there was a lot to unpack from the first day of sessions. Fortunately, we’ve put together a short recap of some key learnings to help you confidently plan for today and tomorrow. Here are the top takeaways from Day 1 at Vena Nation: Having a plan is important, but having a planning process is more important The rapidly changing nature of the global economy combined with the complexity of modern business operations means that business plans have limited value. Revenue projections, for example, can become outdated mere days (or sometimes hours) after they have been created. And that means that your business plan may need to be thrown out the window. It’s why the planning process, not a single plan, is so important—if you know that business plans will need to be created, discarded and altered on a frequent basis then you need to ensure that you have an efficient process in place for creating those business plans. Finance leaders and teams can maximize their impact by optimizing the planning process. So, how do you go about creating an effective business planning process? Here are three great tips from Darrel Cox’s keynote presentation at Vena Nation, “Plan for Today and Tomorrow”: Foster a good planning culture. Remember that there are people at the end of the process who will be affected by the decisions you make. You may, for example, have to convince someone to cut their budget. This is where things like frequent and open communication between departments and strong alignment among stakeholders make a big difference. Make sure your process includes the following key tools: a 5-year rolling top-down model, a 12-month rolling bottom-up forecast and budget model, weekly and monthly operations reports and monthly finance reports and a planning system. Focus on speed not perfection. Above all, a business planning process needs to be fast so that you can detect changes in the business and react quickly. To create an agile planning process, be sure to look at leading indicators instead of trailing metrics. For example, a business with a long sales cycle should keep a close eye on leads and conversion rates as leading indicators. To learn more best practices for creating an agile business planning process, register for Vena Nation (it’s 100% free) and watch Darrel’s session on demand. Dashboard reports and analytics are key when making critical business planning decisions As mentioned earlier, the speed of the modern economy and complexity of business operations these days are putting a limited value on business plans. But that doesn’t mean business plans have zero value. After all, decisions still need to be made about the future of your business. And the best business decisions and plans are ones that are driven by data, not gut feelings. But with so much data available to modern finance teams, how do you know that you’re using the right data to inform your business plans? The answer is to take advantage of data visualization and analytics tools so that you can surface the data that really matters to the people who really matter—namely, the upper management who may not have time to comb through all of the data, but are ultimately responsible for signing off on new business plans. This is where the ability for finance teams to integrate and store all of their business data in a central database, connect that data to visualization tools such as Power BI and easily create automated reports for key stakeholders, shows its true value. Agile reporting is a must to stay ahead of the competition The pace of business is accelerating rapidly. To outpace competitors, organizations can’t afford to put important business decisions on hold—they need insights that allow them to make decisions today. Agile reporting enables upper management to make faster business decisions so that they can stay ahead of the curve and adjust to changing market conditions. Agile reporting is about, you guessed it, speed. It’s about being able to create an ad-hoc for key stakeholders in just a few minutes so that they can quickly interpret the report, understand the story behind the numbers, and use the insights they’ve gained to make faster, more informed business planning decisions. If your finance team is spending hours collecting data and performing manual processes to put together reports, that’s not being agile. To create reports in an agile manner, organizations need to have the ability to instantly pull in data from all of their external sources (as discussed above) and easily manipulate that data. To take agile reporting one step further, finance teams should take advantage of tools that let them create self-serving reports for decision makers (the end users). Organizations that put information in the hands of the end users when they need it and how they need it and that also create self-serve reporting environments are proven to perform better. To view all Vena Nation sessions live and on demand, head on over to plantogrow.com and register now for your free All Access pass.

Vena Nation week—the virtual learning and conference experience for business leaders and finance and operations professionals who are planning for today and tomorrow—is kicking off next week. If you haven’t registered yet, here are five reasons why you should tune in to Vena Nation week, starting May 12 at plantogrow.com: 1. Meet Ryan Patel, Alex Banayan and Jack McCullough Vena Nation week’s keynote speaker sessions feature a world-class lineup of speakers. Each keynote will bring unique perspectives to the table and inspire you with insights you can use to lead your business forward with confidence. Ryan Patel, renowned expert on scaling businesses for success through digital transformation, will share his outlook on the economy and provide tips for navigating the road ahead. Jack McCullough, founder of the CFO Leadership Council and author of Secrets of Rockstar CFOs, will show you what it takes to be a truly high-performing finance leader. Rounding out the keynotes is Alex Banayan, bestselling author of The Third Door and a celebrated motivational speaker. He’ll share what he’s learned from Warren Buffett, Bill Gates and dozens more of the world’s most successful business leaders about maintaining a growth mindset. Check out the full schedule of Vena Nation week keynotes and build your custom agenda today. 2. Get Access to Insights from Finance-Led Planning Experts Vena Nation week will be jam-packed with insights and best practices from leading experts. Sessions will include something for everybody, regardless of experience level with finance-led business planning. If you’re looking for best practices and learnings from the field that will help you drive integrated finance-led business planning across your business, check out FP&A Experts: Interactive on May 12. Or, if you’re an existing Vena customer who’s eager to learn how to leverage our new template designs, you won’t want to miss the New Features Deep Dive session on May 14. Keep in mind that you have the freedom to pick and choose which Vena Nation week sessions to attend, so you can build your own personalized agenda to make the most out of your Vena Nation week experience. 3. Earn CPE Credits Just for Tuning In There are plenty of opportunities to sharpen your skills while also earning CPE credits during Vena Nation week. Existing Vena customers are eligible to earn more than 30 credits each, while non-customers can earn more than 15 credits just by attending all the required sessions. The content will cover a wide range of relevant finance and accounting topics, including: Agile forecasting and the importance of integrated planning processes. Best practices for scenario modeling when planning for today and tomorrow. Tips for effective cash management when business conditions change. When Vena Nation week is over, you’ll be sent an email with links to your CPE credit certificates. It really doesn’t get much easier than that! 4. Connect with Industry Peers and Hear Success Stories The peer-led panel discussions at Vena Nation week will allow you to connect directly with other professionals and discover best practices for finance-led business planning. In these sessions, you’ll discover how leading firms—such as PRGX and MasterCorp—are using integrated finance-led planning processes to drive meaningful business results. If you’re looking to elevate the planning function at your organization, you’ll gain valuable insights and better understand how to get started on the path to success. Learn how Vena Agile Planning can transform your business planning processes today so you can focus on growing your business. 5. Access Content Live and On Demand The virtual environment at Vena Nation week will make it a lot easier for you to access the insights you’re looking for and to conveniently customize your weekly schedule. In order to make your experience as comfortable as possible, all Vena Nation week sessions will be available on demand to everyone who registers. Now, if something comes up and you’re forced to miss a scheduled session, you’ll still be able to learn —on your own terms—at a time that works better for you. Register for Vena Nation week, Starting May 12 With 40+ sessions, 50+ speakers and 60+ hours of content available all week long, Vena Nation week is going to be a highly immersive content experience and a great opportunity for you to boost your skills for free. Register now and learn how to adapt with agility, embrace finance-led planning and lead your business forward with confidence as you plan for today and tomorrow.

TORONTO – April 16, 2020 – Vena Solutions, provider of the platform that connects people, process and technology to propel integrated business planning, today announced keynote speakers for the upcoming Vena Nation week virtual conference and learning experience, starting Tuesday, May 12. Accompanying Vena executive speakers will be Alex Banayan, bestselling author of The Third Door, Ryan Patel, global business executive and board member at Drucker School of Management, and Jack McCullough, founder and president of the CFO Leadership Council, who will share their expertise to help business leaders and finance and operations professionals plan through unprecedented times. Organizations need strong leadership to thrive in today’s rapidly changing business landscape. Each keynote session will offer unique insights on a variety of areas, including growth and innovation, the secrets of rockstar CFOs and business continuity planning and strategy to help Vena Nation week attendees confidently plan for today and tomorrow. Keynote session details are as follows: Ryan Patel, world-renowned authority on global business, political economy and corporate governance, will discuss his predictions and outlook on the economy, and what business leaders can do to navigate the road ahead during his keynote on Tuesday, May 12. Patel’s session will be followed by a 20-minute fireside chat with Vena Solutions CEO Hunter Madeley, and a Q&A. Jack McCullough, founder and president of the CFO Leadership Council, chair of the MIT Sloan CFO Summit and author of Secrets of Rockstar CFOs, will present on what he’s learned from conversations with more than 40 elite CFOs, from Silicon Valley startups to Fortune 50 multinationals, sharing what they do differently and revealing their secrets for success. This keynote is set for Wednesday, May 13 and McCullough will also participate in a panel discussion moderated by Vena COO, Tina Goulbourne, on integrated business planning. Alex Banayan, the bestselling author of The Third Door, will be the final keynote on Thursday, May 14, discussing what he’s learned from Warren Buffett, Bill Gates and dozens more of the world’s most successful business leaders about the skills needed to maintain a growth mindset even in the most uncertain times. Banayan will also be conducting a live and interactive Q&A and virtual book signing following his presentation. “Our goal is to continue to support business leaders and finance and operations professionals as they plan for today and tomorrow,” said Hunter Madeley, CEO at Vena Solutions. “As part of our commitment, we are working to bring together the best of Vena and industry speakers to share learnings and best practices for leadership, process and technology that they can use to navigate the road ahead.” Vena Nation week supports business leaders and finance and operations professionals with the continued learning and development opportunities they need to navigate the challenges of today and tomorrow, delivered through comprehensive and rich content experiences during a completely free, digital conference week. To learn more about each keynote and Vena Nation week, visit: Venanation.com About Vena Solutions: Vena Solutions connects business to finance and finance to strategy to help companies drive success with more effective planning. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A and more—from account reconciliation and budgeting to scenario modeling, analytics and consolidation. More than 800 of the world’s smartest companies rely on Vena to measure and learn from their past performance and to plan confidently for a successful future. For more information, visit: www.venasolutions.com. Media Contact: BLASTmedia for Vena Solutions Kate Johnson 317-806-1900 Ext. 144 kate_johnson@blastmedia.com To learn more or register for the event visit Plantogrow.com

TORONTO – April 9, 2020 – Vena Solutions, provider of the platform that connects people, process and technology to propel integrated business planning, today announced an Agile Planning Quick Start Package to support businesses through uncertain times. The package provides a four-month, free subscription to the Vena FP&A platform, including meaningful cost savings on a quick start implementation solution for integrated agile planning and budget orchestration, helping professionals plan for today and tomorrow. Integrated agile planning and budget orchestration are critical to business success, now more than ever. As finance and operations teams face seismic uncertainty, Vena Solutions’ Quick Start Package equips professionals so they can start planning for their business with best in class scenario modeling, cash management and agile forecasting capabilities and expertise. “Finance and operations teams are taking on an increasingly strategic role to drive organizational agility and guide their business through these difficult times,” said Hunter Madeley, CEO at Vena Solutions. “We are committed to supporting them as they plan for their business today and tomorrow. Leaning into our core value of execution excellence, the Quick Start Package will achieve just that, and help professionals quickly model and execute against revised financial and operational plans.” As well as the Quick Start Package, Vena is also inviting finance and operations professionals and business leaders to connect with a Vena FP&A Expert for a free one-on-one Power Hour where they can discuss some of the challenges they’re facing as they plan for their business. With zero obligation, the expert will share best practices for Excel-based scenario modeling, cash flow management, real-time forecasting, budget orchestration and integrated agile planning to help them drive strategic-decision-making. The launch is the latest in Vena’s dedication to its core values of protecting customer trust and executing with excellence. In addition to the Agile Planning Quick Start Package, Vena introduced Vena Nation week, offering a completely virtual learning and conference experience that features expanded content, training, and the chance for finance and operations professionals and business leaders to easily continue their professional development and learn from best practices during these uncertain times. To learn more about the Agile Planning Quick Start Package, visit: venasolutions.com/quick-start And to learn more about Vena Solutions and its products, visit: venasolutions.com. About Vena Solutions Vena Solutions connects business to finance and finance to strategy to help companies drive success with more effective planning. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A and more—from account reconciliation and budgeting to scenario modeling, analytics and consolidation. More than 800 of the world’s smartest companies rely on Vena to measure and learn from their past performance and to plan confidently for a successful future. For more information, visit: www.venasolutions.com. Media Contact BLASTmedia for Vena Solutions Kate Johnson 317-806-1900 ext. 144 kate_johnson@blastmedia.com

As the situation surrounding the spread of COVID-19 continues to develop at a rapid pace, Vena Solutions is reaffirming its commitment to supporting its employees and customers around the world. During these uncertain times, Vena recognizes that responsiveness, empathy and support for its employees, customers and community is of the utmost importance. The company also realizes that its customers depend on it for mission critical business processes. To that end, Vena wants to assure its customers and community that service and operations will continue safely and uninterrupted so they can continue to drive agile planning with quick, collaborative, and strategic decision-making. Vena’s cloud service is designed with a high degree of redundancy and geographic fail-over capabilities. It also maintains policies and procedures for responding to emergencies, including a disaster recovery plan. Plus, the company’s geographically-dispersed team and flexible remote workforce have the resources and tools needed to work securely from any location. As of Friday, March 13, 2020, in the interest of protecting employees and doing its part to protect the community and mitigate the transmission of the virus, Vena has recommended that all Vena employees work from home wherever possible. The company will be keeping its offices open for employees who opt out of working from home, and is implementing additional in-office protocols to promote a safe working environment. Vena will continue to carefully monitor the situation surrounding COVID-19, and follow advice from the World Health Organization, Centers for Disease Control and Prevention, Public Health Agency of Canada, the UK Department of Health and Social Care, the Government of Canada, the U.S. Department of State, the UK Government, as well as other government and health officials in local communities where its employees and customers live and work. The company has also formed a COVID-19 Preparedness Team and will continue to assess plans and share relevant updates moving forward. For any questions about Vena’s business continuity plan in light of COVID-19, please contact: Jonathan Paul Director, Content and Communications jpaul@venacorp.com T: 855.778.5816

TORONTO – March 24, 2020 – Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software for corporate finance, today announced it will offer Vena Nation week participants access to an all-new, live and on-demand experience through Venanation.com starting Tuesday, May 12. The new virtual learning and conference experience features expanded content, training and the chance for finance and operations professionals to continue their professional development. Vena is committed to supporting our customers and community of finance and operations professionals through these uncertain times. During Vena Nation week, customers and industry pros alike will have an All Access pass to helpful industry insights, best practices and CPE-accredited training designed to help them drive ongoing business growth with agile planning and budget orchestration. In addition, customers will have exclusive access to comprehensive product and industry training modules with the chance to earn 15 extra CPE credits for over 30 in total. Budget orchestration and agile planning are critical to business success, now more than ever. This one-of-a-kind, virtual learning and conference experience will support finance and operations professionals with the learning and development opportunities they need to navigate the challenges of today and tomorrow delivered through comprehensive and rich content experiences during a completely free conference week. “Finance and operations professionals need to lead from the front during challenging times, especially from a business continuity planning perspective,” said Hunter Madeley, CEO of Vena Solutions. “We are offering Vena Nation week free of charge to help industry professionals navigate the current business climate and prepare for the future through a comprehensive educational experience that allows entire organizations to level up and continue operating on a strategic level.” Vena Nation week participants will have full, free access to over 30 CPE credits, 40 live and on-demand sessions, over 50 speakers and more through Venanation.com, including: Live training, keynote speakers and interactive sessions with industry leaders and experts Beginner, intermediate and advanced training across a variety of business planning topics One-on-one time with FP&A industry and experts FP&A technology and best practices The chance to hear the success stories of your industry-leading peers To sign up for the Vena Nation week or learn more about the experience, visit Venanation.com. About Vena Solutions Vena Solutions connects business to finance and finance to strategy to help companies drive success with more effective planning. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A and more—from account reconciliation and budgeting to scenario modeling, analytics and consolidation. More than 800 of the world’s smartest companies rely on Vena to measure and learn from their past performance and to plan confidently for a successful future. For more information, visit: www.venasolutions.com. Media Contact BLASTmedia for Vena Solutions Kate Johnson,317.806.1900 Ext. 144 Kate_johnson@blastmedia.com

TORONTO, March 9, 2020—In recognition of International Women’s Day (IWD), Vena Solutions, one of the fastest-growing providers of cloud-based financial planning and analysis (FP&A) software for corporate finance, is celebrating women+ in tech throughout March. Known for driving change internally and externally, Vena proactively looks for opportunities to recognize the achievements of women+ across the industry and to promote inclusivity, diversity and equality within the workplace. The month-long campaign focusing on women and spearheaded by Network for Women (#N4W), Vena’s employee resource group that aims to amplify the voices of women+ in tech through mentorship, sponsorship and advocacy, will lead off with a series of women-focused events aimed to bridge its own community with others in the tech industry. “We understand the challenges women+ face in the workplace and recognize the lack of representation of us in leadership positions,” says Shayenda Suyesh, Customer Success Operations Manager at Vena and one of the Co-Founders of #N4W. “The motivation behind N4W is to create opportunities for women+ to engage in open dialogue within our tech community, which includes our allies and sponsors as well. This is a space for us to come together to share our collective setbacks and successes and to ultimately create a real sense of community and solidarity.” N4W’s first internal event of the year honouring the women of Vena will take place on Monday, March 9th at Vena’s headquarters located in Toronto’s west end tech hub. The celebrations will get going with a IWD card desk drop encouraging Vena employees to write thank you notes to any women, ally, supporter or sponsor to recognize them for their support, kindness or for generally being a good human. There will be a mid-afternoon social event with refreshments, flowers for women in attendance, a #N4W + #IWD photo booth, a Vision Board, a Black Women+ Magic History Discovery Session, as well as a Top Must-Read Book List By Women+ of Color. N4W’s community is rapidly expanding and as Carrie Tanguay, N4W’s other co-founder and Vena’s Senior Director of Operations, says “It’s going beyond the walls of Vena”. The official launch of N4W’s own Instagram page @Network4Women will also take place on Monday, March 9th following #IWD2020. “N4W is very appreciative of the support and sponsorship we get from Vena, however, we’ve recognized it’s a network with an independent and strong following and mission statement that has resonated in the GTA’s tech community,” says Tanguay. “Launching our own IG account is the latest step in giving women+ an additional space to share their stories and experiences,” Throughout the rest of the month, N4W will continue to recognize women with a “Women in Vena” campaign highlighting the stories of women at Vena and sharing them within the company. About Vena Vena Solutions connects business to finance and finance to strategy to help companies drive success with more effective planning. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A and more—from account reconciliation and budgeting to scenario modeling, analytics and consolidation. More than 800 of the world’s smartest companies rely on Vena to measure and learn from their past performance and to plan confidently for a successful future. For more information, visit: www.venasolutions.com. Media Contact: Jonathan Paul Director, Content and Communications jpaul@venacorp.com T: 416.710.5656

TORONTO – March 4, 2020 – Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software for corporate finance, today announced it will take Vena Nation 2020 digital due to growing concerns around the spread of COVID-19. As the conference transitions to a virtual format, Vena Solutions will offer a scaled digital experience for its customers, partners and industry professionals. Vena Nation is designed to offer participants a unique path to improving organizational performance through enhanced budgeting, planning, forecasting and reporting. The conference also allows participants to build a network of industry professionals and to connect with experts to learn about best practices and features they can leverage to maximize the potential of the Vena platform. In its virtual format, participants will now have the opportunity to extend the conference reach and educational experience to more members throughout their organization. Vena Nation 2020 will be an integrated virtual conference week, inclusive of: Live and on-demand customer and industry sessions Flexible one-to-one Vena Power Hours that give participants the opportunity to sit down with a seasoned FP&A consultant and explore new opportunities for elevating the office of finance Expanded CPE credit training that puts participants closer to annual CPE requirements “Our shift to a virtual conference will not only hold true to our foundational value of protecting customer trust with every decision and every action, but will also enhance the experience we offer attendees through expanded resources and a renewed focus on content across the digital channel,” said Hunter Madeley, CEO of Vena Solutions. “Building the flexibility of a virtual format into the already unmatched content and training experience, Vena Nation 2020 will offer participants a whole new avenue for industry best practices and inspiration for better budgeting, planning, forecasting, financial close management and regulatory reporting without the risk of travel.” To sign up for updates about the virtual Vena Nation 2020 conference and for more information including FAQs, visit: PlanToGrow.com About Vena Vena Solutions connects business to finance and finance to strategy to help companies drive success with more effective planning. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A and more—from account reconciliation and budgeting to scenario modeling, analytics and consolidation. More than 800 of the world’s smartest companies rely on Vena to measure and learn from their past performance and to plan confidently for a successful future. For more information, visit: www.venasolutions.com. Media Contact BLASTmedia for Vena Solutions Kate Johnson,317.806.1900 Ext. 144 Kate_johnson@blastmedia.com

This press release was originally distributed by PR Newswire. TORONTO, February 27, 2020 — Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software for corporate finance and one of Canada’s fastest-growing tech companies, has made significant strategic additions to its executive leadership team with new hires at the CMO and COO positions. The hires have strengthened Vena’s leadership position in support of its next stage of growth while furthering its commitment to building diversity and inclusion at all levels in the organization. Allison Munro has been appointed to lead the Vena marketing team as Chief Marketing Officer, tasked with driving brand, demand, customer experience and expanding Vena’s marketing efforts to support company goals worldwide. With her unique balance of strategic, brand and performance marketing experience, she will help to power Vena’s next stage of growth. Munro has a proven history of developing, mentoring and leading diverse, high-performing marketing teams through rapid scaling. An ardent advocate for women in the workplace, she became an executive sponsor of Vena’s Network for Women (#N4W), an employee resource group that works to amplify the voices of women+ in tech, immediately upon joining Vena. Munro brings over 15 years of leadership experience to the CMO role at Vena with recent positions at Oracle Marketing Cloud, NexJ Systems and Piano Software. On the operations side, Vena welcomed Tina Goulbourne as Chief Operating Officer. Goulbourne has extensive experience collaborating across functions in the financial services and information technology industries, and has held senior leadership roles in customer service, strategy and communications, product management and operations at companies including Apple and Hewlett-Packard. Goulbourne has been a leadership participant in diversity-focused employee resource groups at each of the organizations in which she has served. At Vena, she is actively involved in promoting greater diversity in the workplace through her mentorship and sponsorship efforts. Goulbourne is charged with leading Vena’s new strategy and operations function, keeping the company focused on its mission and core values as it scales for success in 2020 and beyond. “Allison and Tina are proven leaders in tech here in Canada, with the right blend of strategic vision and operational rigor,” said Vena CEO Hunter Madeley. “We have a focused executive team and are fortunate to be able to leverage our many dimensions of diversity to solve for our customers. We’re truly appreciative of the trust our customers place in us, and I know that Allison and Tina will each play a critical role in fulfilling our vision of taking Vena to the next level as a global leader in FP&A software and finance process management. We’re really excited to welcome them to our team.” Vena isn’t just adding talent at the highest echelons. Ambitious growth calls for new people throughout the organization and that’s led to a physical expansion of the company’s footprint in Toronto. Vena recently opened dedicated offices for its sales team in Toronto’s Liberty Village, located in the city’s West End. Like Vena’s headquarters, the new space features all the state-of-the-art conveniences and amenities to attract Canada’s most promising tech talent. “Planning for the new offices has been in the works for some time,” added Madeley. “We wanted to create a work environment that’s conducive to collaboration, efficiency and fun, and this space checks all the boxes. It’s emblematic of the growth we’ve had, but also the vision we’re poised to achieve as we continue our steep growth trajectory.” About Vena Vena Solutions connects business to finance and finance to strategy to help companies drive success with more effective planning. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A and more—from account reconciliation and budgeting to scenario modeling, analytics and consolidation. More than 800 of the world’s smartest companies rely on Vena to measure and learn from their past performance and to plan confidently for a successful future. For more information, visit: www.venasolutions.com. Media Contact: Jonathan Paul Director, Content and Communications jpaul@venacorp.com T: 416.710.5656

High usability propels Vena to the top of the 2020 CPM Technology Value Matrix This press release was originally distributed by PR Newswire. TORONTO, Feb. 10, 2020 – Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software, is pleased to announce that Nucleus Research has recognized the company as a Leader in its Corporate Performance Management (CPM) Technology Value Matrix for the seventh consecutive year. The report provides a comprehensive ranking of CPM software vendors based on functionality and ease-of-use. Vena earned top marks in the usability category once again, edging out established competitors including Planful, Prophix and Workday. Vena’s high usability ranking can be attributed to the software’s front-end integration with Microsoft Excel, as well as its ability to provide a centralized platform for the full spectrum of finance functions. The company has doubled its customer base over the last two years, and is poised for further growth in 2020 as it continues to attract both enterprise and mid-market customers. “Nucleus expects Vena to continue adding customers who are looking for modern CPM value but don’t want to force significant retraining on a new tool,” says Andrew MacMillen, an analyst with Nucleus and author of the 2020 Value Matrix. “[Vena] has established itself as a competitive player across the market due to its upfront investments in usability.” For Hunter Madeley, CEO of Vena Solutions, the Leader distinction reflects the credibility Vena has built in the finance community since the company was founded in 2011. “I’m thrilled to see Vena get recognized as an industry leader once again,” says Madeley. “But as we continue to scale, it’s important that we never lose sight of the trust our customers have placed in us. It’s time to lean in and continue delivering on our promise to serve as strategic partners and provide flexible, powerful and intuitive FP&A solutions.” Click here for a free copy of the 2020 CPM Technology Value Matrix. About Vena Solutions Vena Solutions is redefining how businesses manage their budgeting, forecasting, reporting and financial close processes. Vena provides finance teams with an FP&A cloud platform that combines Excel with a centralized database, sophisticated workflow, powerful reporting and advanced analytics. More than 700 of the world’s best companies rely on Vena to deliver trusted insights that drive faster, smarter business decisions. Learn more at www.venasolutions.com. Media Contact Jonathan Paul jpaul@venacorp.com 416-710-5656

This press release was originally distributed by PR Newswire Faster Insights. Greater Collaboration. Better financial storytelling with the Vena Power BI Data Connector. TORONTO, Jan. 8, 2020 – Vena Solutions, the leader in finance process management software, recently unveiled its Power BI Data Connector, giving users a versatile and powerful new tool for analyzing company data, collaborating and sharing insights, and making more informed decisions across the organization. With the Power BI Connector, finance professionals can instantly generate eye-popping graphics and visualizations of key company metrics on any device—from laptops to tablets to phones. Dashboards and reports are accessible online at any time, eliminating clunky email links and tedious downloads, and empowering CFOs, business managers and analysts with ongoing, real-time insights they can use to make an impact and tell the stories in their numbers. Dominic Di Bernardo, Chief Business Intelligence Officer at Cumming Corporation, had this to say: “With the Vena Power BI Connector, connecting Vena data with other key data sources – with very little effort – was critical to understand when we may be off-trend. This integration gave us the ability to quickly adjust, focus on the problem and find a solution.” Highlights of the Vena Power BI Connector include: Instant Insights with at-a-glance visuals that make the numbers come alive and enable more meaningful collaboration, throughout the organization. Setup in Minutes with a certified data connector from Vena to Power BI, and pre-defined data integrations. Real-time Decisions with data that’s always accessible—on any device—and always up-to-date. Exponential Value with the ability to scale across other operational groups and generate diverse reporting mediums for different stakeholders. Along with the Power BI Data Connector, Vena’s latest release offers enhanced Ad Hoc analysis for self-serve reporting and data exploration, and continued improvements to performance and modeling. Vena Recognized by Nucleus Research as one of 12 Hot Companies To Watch in 2020 Boston-based Nucleus Research just unveiled its list of the 12 tech companies poised to deliver breakthroughs in value to business customers in the coming year. “The Hot Companies to Watch List is an exciting collection of technology companies that are already delivering outstanding business value to their customers, and are poised for even greater things in 2020,” said Ian Campbell, CEO of Nucleus Research. The Nucleus report singled out Vena as a company “delivering modern CPM capabilities (including planning, budgeting, forecasting, reporting, and dashboards) closer to Microsoft Excel’s user interface framework than any other vendor before it.” Nucleus then goes on to say that Vena’s “high usability has produced quick adoption rates for its current customers, leading to high return on investment rates and short payback periods.” To learn more about the Power BI Data Connector, please click here. For the full Nucleus report, please click here. About Vena Vena Solutions delivers a finance process management solution that finance trusts and business users love. Customers choose Vena for its renowned ease of use, powerful reporting and analytics and connected platform of applications covering the full spectrum of FP&A—from account reconciliation and budgeting to scenario modeling and management dashboards. Hundreds of the world’s smartest companies rely on Vena to measure and learn from their past performance, and plan confidently for a successful future.

The year—and decade—is coming to an end. But before we race ahead to the finance trends that will dominate 2020 and beyond, we wanted to take a quick glance in the rear-view mirror and reflect back on 2019. To that end, we’ve compiled a list of the top five most-read articles on the Vena blog from this past year. 1. Financial Planning and Analysis: Roles and Best Practices It’s easy to see why this was our top performing blog post from 2019. This comprehensive piece details everything from the roles and responsibilities of a modern FP&A professional to the typical career path in the field. As a bonus, this post also provides some great best practices and helpful tools to implement when executing tasks such as budgeting, forecasting, reporting and analysis. An excellent primer for those just entering the world of finance or industry veterans looking for a quick refresher. 2. Understanding Account Reconciliation Account reconciliation is a critical component of the month and year-end close process. Thus, it’s imperative that finance professionals understand exactly what the account reconciliation process entails and how to shorten the time it takes to complete it so that the books can be closed in a timely manner. Thankfully, this blog post runs the gamut when it comes to account reconciliation – what it is, why it’s important, best practices, how automating the account reconciliation process can lead to significant time and money savings and more. 3. The 3 Fs That Make for Better Forecasts in FP&A Can your business complete its financial forecasts in eight days or less? If so, you’re among the top-performing organizations according to APQC. Taking 16 days or longer to complete your forecasts? You likely rank near the bottom of all organizations. Speed matters when it comes to forecasts, because forecasts that are slow to produce may be less relied upon by other departments. But “fast” is just one of the 3 Fs that contribute to better forecasts. Read the full blog post to learn how the best forecasts are also flexible and forearming. 4. Discover Financial Planning & Analysis: Your Guide to FP&A The second in-depth article on financial planning & analysis to appear on our list, this post gives a high-level overview of why businesses need FP&A and what skills are required by finance professionals to complete tasks such as budgeting, forecasting, reporting and planning. This post also covers how the world of FP&A is rapidly evolving and why your chosen piece of software should include features like support for the cloud and seamless integration with Excel and PowerBI. 5. What #SpreadsheetDay Should Remind Us About FP&A’s Future It’s no secret that we love spreadsheets here at Vena, but the fact that International Spreadsheet Day exists is proof that we aren’t alone in our affinity for Excel. In this post, we looked at the history of Spreadsheet Day and how the creation of spreadsheets created entirely new industries and jobs. We also interviewed some of our favourite customers and asked them what they love about spreadsheets and why they believe Excel will continue to be the de facto FP&A standard for years to come. And there you have it: our top five most-read blog articles from 2019. Before we end the year, however, we would like to sincerely thank all of our readers who enjoyed our content throughout 2019. Vena prides itself on not just being a best-in-class finance process management solution, but also a resource center for finance professionals who are looking for informative, educational, and forward-thinking content that will keep them ahead of the curve. We’ll be back with more great content in 2020, but if you’re looking for something to read in the meantime, check out our latest eBook: Finance 2020: Three Megatrends That Will Define the Next 10 Years.