TORONTO LUNCH & LEARN
The Next Era of FP&A
Join us in Toronto to explore the future of finance, learn proven FP&A strategies from the University of Waterloo, and see how AI-powered planning is driving smarter, faster decisions.
🗓️ September 10th | 11:30 AM - 1:30 PM
đź“Ť Chop Steakhouse & Bar, 181 University Ave, Toronto
ABOUT THE EVENT
Join us for an exclusive Lunch & Learn in downtown Toronto, where finance leaders are coming together to explore the next era of FP&A.
Hear directly from the University of Waterloo’s finance team as they share how they modernized planning processes, overcame common challenges, and unlocked new efficiencies with Vena and Delbridge.
You’ll also see a live demo of Vena’s Complete Planning platform—including Vena Copilot, their AI-powered assistant—and learn how leading teams are transforming Excel into a connected, intelligent planning experience.
Enjoy great food, peer conversation, and practical insights you can take back to your own organization.
EVENT REGISTRATION
11:30–11:45 AM | Guest Arrival & Registration
Check in, grab a drink, and get settled in for a great afternoon of conversation and connection.
11:45–12:00 PM | Welcome & Introductions
Opening remarks from Vena and Delbridge, followed by menu selections and a quick overview of the session ahead.
12:00–1:00 PM | Presentation: The Next Era of FP&A
Hear how the University of Waterloo transformed their planning process with Vena and Delbridge. This session includes a live demo of Vena’s Complete Planning platform and Vena Copilot—AI-powered assistance built for finance teams.
1:00–1:15 PM | Interactive Q&A & Peer Discussion
Ask your questions, share your perspective, and hear how other finance leaders are approaching modern planning and reporting.
1:15–1:30 PM | Networking, Closing Remarks
Wrap up the session with casual networking over dessert and a few final takeaways from the presenters.
EVENT DETAILS
Date: Wednesday, September 10th, 2025
Time: 11:30 AM - 1:30 PM ET
Location: Chop Steakhouse & Bar, 181 University Ave, Toronto
Presented by:
Harjot Ghai, Co-Founder & COO, Delbridge Solutions
Udaya Wettasinghe, Director, Faculty Financial Operations, University of Waterloo
Jason Chen, Solutions Consultant, Vena
IN PARTNERSHIP WITH
