The Vena Partner Update is a collection of important updates and exciting announcements to support Vena Partners through Q2 2024. To view the updates most relevant to your work, simply select from one of the categories below to be directed to that section:
Stay Up to Speed with the Latest from Vena…
Congratulations to our 2023 Partner Award Winners and Tier Achievers!
Partner of the Year - North America Citrin Cooperman |
Partner of the Year - UKI Candura |
Partner of the Year - International Finext |
Industry Partner of the Year ProLytics Consulting Group |
Growth Award CPMView |
Excellence in Marketing Delbridge Solutions |
Customer Choice Award - North America ProLytics Consulting Group |
Customer Choice Award - International Finext |
2023 Partner Tier Achievements
Distinguished Partners: |
Advanced Partners: |
Official Partners: |
Citrin Cooperman CPM Solutions Finext B.V. |
1.618 Advisory Services |
BDO Lixar Canada |
Announcements regarding Partner awards and tier achievements have been distributed to all Partners along with Vena assets for promotion. If you have any questions about your Partner tier or how to access or use your promotional assets, please contact your Partner Development Manager.
Partner Marketing Updates
Introducing the Partner Blog Contribution Program
We're excited to announce a brand new Marketing opportunity available to our Partners: introducing the Vena Blog Contribution Program.
As a Distinguished or Advanced Partner, you have the unique opportunity to contribute thought leadership to the Vena Blog, to increase brand visibility, boost your SEO rankings through backlinking and establish your team as subject matter experts to a new audience. Visit our Blog Contribution Program web page to learn:
- more about the benefits of contributing your content to the Vena Blog,
- the types of content we accept,
- helpful resources for preparing content, and
- how to submit your content.
Newly Available Marketing Assets
- Q2 Social Kit
- Campaign Kit: Vena Copilot for FP&A
- Campaign Kit: Customer Testimonials
- Refreshed Campaign Kits for Industry Verticals
You're Invited to the Vena Partner Marketing Power Hour on June 12
I invite you to join us for our Vena Partner Power Hour: Marketing webinar on June 12th at 11 AM ET.
Here's a quick overview of what you'll learn in the webinar:
- Vena brand and positioning updates and best practices
- how-to leverage the latest campaign kit(s) and marketing assets
- updates on new and/or improved Partner Marketing programs, plus upcoming marketing opportunities
If you’re unable to attend, feel free to register anyway and I’ll send you the recording.
Excelerate Finance 2024 Sessions: Now Available On-Demand
Missed an Excelerate Finance 2024 session or looking to re-watch some of your favorite content?
All conference sessions are now available to watch on-demand on the Vena Academy page.
Sales Updates
Deliver the Latest Advancements in AI with Vena Copilot for FP&A
Vena Copilot for FP&A has officially moved to open beta and is available to your customers and prospects. To support your Sales conversations and help you create demand for this new feature, we've developed a variety of assets for your team:
- Marketing Campaign Kit: Vena Copilot for FP&A
- Excelerate Finance 2024 Product Roadmap Session
- Sales Enablement Assets (see Product Release update below)
Engage Your Social Followers with our New Social Kit
New From Vena Academy: Introduction to Vena Sales for Partners
Whether you are looking for a refresher or have a new member of the Sales team onboarding, this new learning plan, will take you through a series of introductory courses designed to empower your team to effectively speak to the value of Vena, best practices for a discovery call, and more:
- Accounting & Finance Basics (30 min)
- Review of fundamental accounting and financial principles and the difference between the two.
- Review of fundamental accounting and financial principles and the difference between the two.
- The Vena Elevator Pitch for Vena Partners (30 min)
- How to succinctly pitch and communicate the value of Vena.
- How to succinctly pitch and communicate the value of Vena.
- Discovery Call Basics for Partners (30 min)
- Overview of the 'why' behind Vena. Review the key principles behind the Vena discovery call and its importance during the sales cycle.
- Overview of the 'why' behind Vena. Review the key principles behind the Vena discovery call and its importance during the sales cycle.
- The Vena Sales Pitch (45 min)
- Learn how Vena approaches the sales pitch and value messaging. Including a walkthrough of the Vena Pitch deck our sales team leverages to communicate the value of Vena.
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New Certifications through Vena Academy: Microsoft Financial Tools
We're excited to announce the launch of our Vena Certification in Microsoft Financial Tools, which includes two learning available paths:
- PowerPoint Skills for Finance Presentations - Master Design Skills and Data Visualization in PowerPoint. Featuring renowned finance presentation expert Soufyan Haman, and expertise from our very own Brand & Creative Team Lead
- Predictive Analytics and Excel Modeling - Delve into Dynamic Arrays, LAMBDA Formulas, and advanced Excel techniques. Featuring industry expert Chandoo and internal expert, Sr Solutions Architect
This certification was designed to address the growing demand for advanced technical skills in the finance industry and support our Vena Community members looking to enhance their Microsoft skillset and strengthen their professional recognition.
- PowerPoint Skills for Finance Presentations - Master Design Skills and Data Visualization in PowerPoint. Featuring renowned finance presentation expert Soufyan Haman, and expertise from our very own Brand & Creative Team Lead
Excelerate Finance 2024 Sessions: Now Available On-Demand
Missed an Excelerate Finance 2024 session or looking to re-watch some of your favorite content? Or, maybe you're looking for content to use in outbound outreach to engage your accounts.
All sessions - from our keynotes to Learning Labs - are now available to watch and share on the Vena Academy page.
Product & Services Updates
Learn About Upcoming Product Updates in our Spring '24 Release
Some of the new features and enhancements include:
- Enhanced collaboration and productivity with Vena for Microsoft PowerPoint
- Vena Copilot for FP&A
- Quick Export & New ETL Export Page
- Standard Members is now GA
For a deeper dive into these features, please visit our PS product release page or view additional details below!
Vena for Microsoft PowerPoint Officially in Open Beta
After inputting, reviewing and reporting on data in Vena, there is typically a need to prepare findings in a slide deck format to either be presented or shared with stakeholders. For Vena partners & customers, this is almost always done via PowerPoint.
Vena is launching a PowerPoint add-in that allows customers to incorporate Vena data in PowerPoint presentations. Users can sort, view, insert and refresh the generated images of their Charts, Tables, and Data Points from reports into PowerPoint presentations. This is a great new feature for our partners to reiterate to prospects during sales cycles, or customers during implementations, so they can begin to envision the integrated reporting that's possible once they are up and running in Vena!
Note: Neither Vena Professional Services or Partners are expected to implement PowerPoint for customers. The add-in is meant to be self-service. If customers are looking for support with setting up a file to be used with the PowerPoint integration, this can be discussed directly with their Partner if a services engagement may be needed.
PowerPoint Support & Resources
Knowledge Base Articles:
Vena Academy Course
Partner PS SharePoint Portal
Vena Copilot
Vena Copilot is the only conversational AI analyst for CPM natively integrated with Microsoft 365. Vena Copilot gives everyone a dedicated AI financial analyst that works alongside them in Vena, doing tactical work for finance and producing insights for the business to unlock everyone's strategic potential.
Vena Copilot provides the following breakthrough capabilities:
- Generative AI for CPM: VenaGPT technology combines Azure OpenAI's state-of-the-art, large language models with Vena CubeFLEX™
- Your dedicated AI financial analyst: Vena Copilot leverages VenaGPT to help you quickly and easily create a flexible, dedicated AI financial analyst that is built on and controls access to a customer's organizational knowledge.
- Native integration with Microsoft 365: Vena Copilot is able to work alongside Microsoft Copilot through Vena's native integration with Microsoft 365 to automate tasks and create a seamless flow of work.
- Responsible, enterprise ready AI: Vena Copilot provides industry-leading generative AI enterprise security, compliance and privacy capabilities driven by ethical principles.
Please note, Vena Partners should not be activating the Copilot free trial on behalf of their client. For more details, as well as general talk tracks, edibility criteria and more, refer to the Copilot Partner SharePoint Page about this exciting new feature.