Dan Holt, CFA

FPA Summit | San Jose 2026 From data to decisions: Redefine the modern FP&A function. Join the FP&A pros redefining intelligent operations with AI-equipped teams, agile reporting, and decision-ready analytics. Walk away with practical strategies to accelerate growth and amplify your strategic impact.

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Why do enterprise companies still rely on Excel for planning after 40+ years? 🤔 ​ Vena Co-founder Rishi Grover and Director of Enterprise Sales Alex Perry break down why Excel remains the most powerful modeling canvas for FP&A, and how FP&A platforms like Vena take it to the next level by integrating control, collaboration, and AI-driven insight. ​ Learn how to embrace Excel’s power without compromise. 🌱 ​

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Stop overpaying for "AI-powered insights" that are just vaporware in disguise. AI can't replace the human context your FP&A analysts bring to the table. The real bottleneck isn't your people. It's broken infrastructure trapping strategic thinkers in tactical work. Fix the systems, free your analysts, and watch your finance team deliver the value no algorithm can. #AIPoweredFinancialPlanning #FPAAnalystStrategy #FinanceTeamAutomation #FPASoftwareROI #FinanceTeamInfrastructure #FinanceAIReality #FPAInfrastructureValue #StrategicFinanceAutomation #CFOLeadership https://buff.ly/HCmqqZZ

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As part of our Viewpoints series, Riveron's Glenn Snyder recaps a recent podcast discussion on how finance leaders can build a more impactful FP&A function: 🌊Enable Early Wins & Build Trust 🌊Navigate Resistance Strategically 🌊Empower Your Team, Not Your Ego 🌊Communicate Change Carefully Read the key takeaways or listen to the full podcast episode here: https://lnkd.in/e_E_aBtX #OfficeOfTheCFO #InterimManagement #FinanceLeaders #RiveronInsights #Viewpoints #Podcast #Recap #FPA #FinancialPlanningAndAnalysis #Leadership

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"We don't have the resources for an FP&A tool," we hear this all the time in discovery calls. But when you think about it, can you really afford not to? You spend hours on manual calculations, reconciling discrepancies, and wrangling disjointed data. If there was one thing 2024 delivered, it was that our systems need to be just as dynamic as the market. It's time to get with the future into something Nue. See for yourself: https://bit.ly/3ymOVDr #GrowthStrategy #FinancialPlanning #FPA

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Sticking with familiar tools like Excel is tempting, but does layering on FP&A plug-ins, macros, and templates really deliver the enterprise performance your finance team needs? It looks efficient on the surface, but how well does it hold up in practice? In this article we ask the question, "Excel FP&A or bolt-on or ground-up solution?" Read article https://bit.ly/49odgZL #kybos #cfo #finance #fpanda #fpa #excel

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Your finance stack might be creating more drag than you think. In this article, Rooled introduces the 5-Second AI Audit: a quick way to assess whether legacy tools are quietly driving manual work, spreadsheet errors, and delayed insights. In just five checks, finance leaders can identify friction points across data sync, forecasting, close processes, and reporting clarity. The piece also explores how modern platforms like Rillet, Aleph, Numeric, Sequence, Tabs, and SpendHound are helping teams move from reactive reporting to real-time financial management. Read the full post from Rooled and run your own audit. LINK: https://ow.ly/JLcA50YfniP #AIFinance #CFO #StartupFinance #AccountingAutomation #FPandA #FinanceTech #ModernFinance #TechStack

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