When:
Wednesday, May 15, 2019
8:30 AM to 4:30 PM
Other Details:
This event offers seminar & interactive hands-on training. Free trials for each application are below:
Power BI 30 day free trial:
Click here
Microsoft Office/Excel free for educators:
Click here
Microsoft Office/Excel 30 day free trial:
Click here
Tableau 30 day free trial:
Click here
Where:
Bridgewood Conference Center
1000 Cameron Way
Neenah, WI 54956
Driving Directions
Schedule:
8:00 - 8:30 AM
Registration
8:30 AM - 9:30 AM
Session 1: Driving Decision Making Through Data Dashboards & an Introduction to Tableau
(1.0 CPE Credit)
9:30 AM - 9:45 AM
Break/Networking
9:45 AM - 12:00 PM
Session 2: Data Literacy &
Data Driven Decision Making
(2.5 CPE Credits)
12:00 PM - 12:15 PM
Break/Networking
12:15 PM - 1:30 PM
Session 3: Lunch & Presentation: LinkedIn Power Formula for Career Success
(1.5 CPE Credits)
1:30 PM - 1:45 PM
Break/Networking
1:45 PM - 4:30 PM
Session 4: Excel - Foundations of Big Data: Data Cleansing, Pivot Tables, Pivot Charts & More
(2.5 CPE Credits)
Registration is required and will close
on 5/8/19.
For More Information Contact:
Michelle WeissFinancial Executives International
michelle@mwcommunications.org
920.750.9110
2019 Event Sponsors
Session 1 | Seminar
Time: 8:30 AM – 9:30 AM
Topic: Driving Decision Making Through Data Dashboards &
an Introduction to Tableau
Presenter
Cory Wendt
Director | Baker Tilly
Session Summary
This session will provide an overview of usable analytic tools to run businesses today and help prepare for tomorrow. Additionally, it will further discuss advanced analytics and provide a live example with a Baker Tilly sample and select use cases.
Biography
As a Director with Baker Tilly Virchow Krause, LLP, Cory specializes in data analytics, supply chain, project development and comprehensive financial support. He brings extensive experience from energy, industrial, and process manufacturing environments.
Prior to joining the firm, Cory served as Vice President of Development for a privately held renewable energy company where he was responsible for corporate capital raises, project development, ongoing business model creation, technology pricing, and support of technology transfer to strategic partners. Additionally, he worked in private equity (Triple Tree Capital and River Road Capital Partners) where middle-market manufacturers were identified and acquired.
Session 2 | Seminar & Hands-on
Time: 9:45 AM – 12:00 PM
Topic: Data Literacy and Data Driven Decision Making
Presenters
Luis Murgas
Partner | Wipfli
Jared Papador
Senior Business Intelligence Consultant | Wipfli
Session Summary
Do you speak data? According to Gartner, by 2020 50% of organizations will lack sufficient data literacy skills to achieve business value. Come learn about how analytics and data visualization can help improve business processes, decision making and collaboration within the business. Discover one of the fastest growing skills in today’s market, data literacy. Demonstrated will be a hands on approach on how to explore data and discover insights using data visualization tools. Stop guessing and learn how you can organize and transform your data into a competitive advantage.
Presenter Biographies
Luis Murgas is a partner at Wipfli, focused on Digital Transformation to support organizations in the road to thriving and/or becoming remarkable in these changing times. He leads the Digital Experience group focused on transforming business practices, differentiating in the marketplace, and leveraging the power of data for the enterprise.
Jared Papador, Senior Business Intelligence Consultant with Wipfli has been with the firm since 2013. He specializes in helping clients better understand and utilize data to make informed data driven decisions about their organization. He assists with data analysis, KPI definition, data visualization and platform selection. Jared looks forward to sharing how data literacy is an important tool for every organization.
Session 3 | Seminar & Hands-on
Time: 12:15 PM – 1:30 PM
Topic: LinkedIn Power Formula for Career Success
Presenter
Wayne Breitbarth
CEO | Power Formula LLC
Session Summary
This session has something for everyone. Whether you’re a social media novice or savvy user, you’ll come away with action steps that can produce immediate results.
You will also learn how use LinkedIn to:
- Use your experience and relationships to meet your business and career goals
- Create a compelling profile that will help the right people find you
- Successfully search for potential employers
- Effectively engage with LinkedIn members who can help you
- Generate significant career opportunities
Biography
Wayne Breitbarth is the CEO of Power Formula LLC. He is an experienced businessman, speaker, and author and an internationally recognized industry leader in LinkedIn training, marketing, and consulting. Wayne has shared his expertise with more than 100,000 business professionals through private business consulting, dynamic presentations to worldwide audiences, and his critically acclaimed book The Power Formula for LinkedIn Success (now in its fourth edition). He has been featured in Forbes, Inc., Wired, and American Express Open Forum and seen on NBC and Fox Business.
Wayne works with companies to develop a comprehensive strategy for using LinkedIn to increase sales, raise brand awareness, recruit employees and reduce recruiting fees, and discover new markets for products and services. He shares his proven five-step process for LinkedIn results with individuals through his online course Explode Your Revenues Using LinkedIn.
He is a CPA, received an accounting degree from the University of Wisconsin-Whitewater and an MBA from Marquette University, and has received recognition for his public service in the Milwaukee community, where he resides with his wife of 35 years.
Session 4 | Hands-on
Time: 1:45 PM – 4:30 PM
Topic: Excel – Foundations of Big Data: Data Cleansing, Pivot Tables, Pivot Charts and More
Presenter
Jessica Jolly
Microsoft Certified Trainer | Excel and Flourish
Session Summary
Before you’re ready for Power BI, having a solid foundation in the power of Excel is essential. This session will give you hands-on experience in that foundation. You’ll learn the steps needed for data cleansing to ensure you have good data going in. Then you’ll explore Pivot Tables and Pivot Charts with practice files to inspire your curiosity. This is an engaging, interactive skill-building session – come ready to explore the power of Excel.
Biography
Jessica Jolly, Microsoft Certified Trainer with Excel and Flourish has a M.C.S.E. in Data Management and Analytics. Her practice focuses on Power BI. She has held a variety of managerial roles with Unilever, a global consumer products company.
She brings a 'lived experience' of trying to communicate and share knowledge across large and complex organizations. Teaching people how to create visuals is the tip of the iceberg. She focuses on talking to them about how to adopt business intelligence tools and adapt current information sharing practices.
Financial Executives International (FEI) 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
May 15, 2019 Career Development Program: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None Field of Study: Session 1= Information Technology; Session 2 = Information Technology; Session 3 = Personal Development; Session 4 = Computer Software & Applications; Recommended CPE Credits: Session 1 = 1.0 Credit; Session 2 = 2.5 Credits; Session 3 = 1.5 Credits; Session 4 = 3.0 Credits.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact Michelle Weiss, Chapter Administrator: michelle@mwcommunications.org