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How to Accelerate Your Business Using Excel: A conversation with Saggezza & Vena

[CPE Webinar]

THURSDAY | Nov 14, 2019 AT 10AM CT

Explore the Financial Planning & Analysis (FP&A) landscape, see what’s on the horizon for financial technology, and discover where spreadsheets fit into the bigger picture.

In this webinar, you’ll hear from both Saggezza and Vena as we cover exciting case studies that illustrate how local finance professionals have delivered efficiency to the organization. Saggezza is a technology and management consulting firm that helps companies grow through the combination of business advisory services and technical managed services.

Kapil Kalokhe has Fortune 100 corporate finance experience and will share some of the challenges he faced in this environment. Being fully immersed in organizations that did not use cloud based financial planning tools, Kapil witnessed the difficulties of cross functional planning, managing large datasets and developing dynamic financial modeling scenarios. It was through these roles that Kapil recognized the value corporate performance management tools like Vena can solve. In addition to sharing his story, Kapil will provide some key learnings and best practices that he has developed along the way.

Earn 1 CPE credit for attending the live webinar.

Register today!

THURSDAY | Nov 14, 2019 AT 10AM CT

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Meet the Presenters


Alex Perry

Alex Perry

Regional Sales Manager, Vena Solutions

As a Regional Sales Manager at Vena, Alex has worked with and on-boarded over 50 Vena clients. Prior to Vena Alex worked with a major Microsoft partner, helping clients manage their Microsoft stack including Enterprise licensing, migrations and net new deployments of Office 365.

Justin Merrit

Justin Merrit

Sr Solutions Consultant, Vena Solutions

Justin spent the last 7 years as the Director of FPA for a Fortune 350 global manufacturing company where his role was focused on delivering financial process improvement, leading and developing highly effective teams, and managing complex cross-functional projects.

Kapil Kalokhe

Kapil Kalokhe

Senior Director, Business Advisory Services, Saggezza

Saggezza is a proven technology and consulting partner that delivers personalized, high-value solutions to accelerate business growth. Not only do we advise, but we partner by becoming an extension of your current company’s culture. Learn More: https://www.saggezza.com

CPE credits logo

Vena Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org