Wine, Networking & Lunch:

GenAI, Forecasts, Data, Cash

Invite only · Working lunch · In person

TUESDAY 14 OCTOBER | 11:00AM – 15:00PM BST

One session to operationalize what actually moves the needle.

WHY THIS, WHY NOW

If static budgets and heroic spreadsheets are working great, skip this.

If you want fewer surprises and faster decisions, join us.

Leaders keep running into the same three snags:

• Budgets go stale.

• Data gets second-guessed.

• Cash and covenants don’t wait for month-end.

In one session, we’ll build the simple system that fixes those:

• Rolling, driver-based forecasts leaders actually use.

• Decision-grade data with clear definitions, lineage, and controls.

• A weekly cash & leverage nerve center with early-warning signals.

• Using GenAI to tell the financial data story.

WHAT YOU’LL LEAVE WITH

• Forecast rollout plan: cadence, owners, drivers, governance.

• Data trust playbook: definitions, lineage, control points; faster path from close to insight.

• Weekly cash & covenants template: scenarios, early-warning signals, crisp ownership.

WHAT WE’LL DO

Introduction to Vena & MCC (11:30—12:00)

How Vena + MCC powers rolling forecasting, single-source-of-truth reporting, and covenant visibility, without spreadsheet sprawl.

Vena Demonstration: Choose Your Own Adventure (12:00—12:40)

Pick a live track:

Beyond the Six-Month Horizon: driver mapping, cadence, governance.

Data You Can Bet the Board On: definitions, lineage, control points.

Cash & Covenants, Weekly: liquidity hub, alerts, scenario toggles.

Open Roundtable Exchange (13:00—13:30)

Peer examples

QUIET PROOF

With Vena (platform):

• Citizens Advice: improved workforce planning and forecasting to make better use of funding

• One Stop: budgeting reports dropped from 2 weeks to ~2 minutes with automatic updates.

• Schuh: budgeting cycle time cut by ~50%; granular, interactive reporting for leadership.

• iPSL: planning turnaround time reduced from 6 weeks to ~10 days.

With MCC:

TouchBistro: VP Finance cites MCC for efficient cube rebuilds and training the team for self-sufficiency.

More stories here on our Wall of love.

WHO IT’S FOR

CFOs, VPs Finance, Controllers, and FP&A leaders who want cleaner data, tighter cash control, and forecasts that flex with reality.

MEETING AGENDA

11:00 — 11:30 Welcome, Coffee & Tea

11:30 — 12:00 Introduction to Vena & MCC

12:00 — 12:40 Vena Demonstration — Choose Your Own Adventure

12:40 — 13:00 Coffee Break & Networking

13:00 — 13:30 Open Roundtable Exchange

13:30 — 13:40 Wrap

13:40 — 15:00 Lunch & Drinks

HOSTS

MCC: Modern FP&A and fractional CFO advisory. We help finance teams modernize planning, accelerate the close, and improve forecasting—hands-on and side-by-side.

Vena: The complete planning platform that brings your people, processes, and systems together.

DATE/TIME TUESDAY 14 OCTOBER | 11:00AM – 15:00PM BST

Location: Castle Ave, Clontarf East, Dublin 3, D03 W5N0, Ireland

Dress: Business casual

Capacity: Limited; first-come basis for qualified attendees

FAQ

Is this a lecture?

No. It’s a small-room, sleeves-rolled-up session.

Is this a sales pitch?

No. You’ll work through drivers, definitions, and a cash cadence you can run next week.

If you want help after, we’ll talk.

Do I need a laptop?

Optional.

Cost?

Complimentary for invited guests.

Dietary preferences?

We’ll accommodate. Let us know when you reserve your seat.

QUESTIONS?

Contact us at jacob@meetmcc.co