When:
Tuesday, February 16, 2021
12:00 PM to 1:00 PM
* Virtual Platform:
Zoom
* The Zoom details will be provided in a separate communication after successful registration.
Event Timeline:
11:45 AM - 12:00 PM
Registration & Welcome
12:00 - 1:00 PM
Virtual Presentation
(Including Q & A)
Registration & Cancellation Policies:
Register and/or send cancellations by no later than noon on Monday, 2/15 to:
CPE Credit:
This event is eligible for 1 CPE credit. Virtual participants must attend from 12:00 PM – 1:00 PM and answer polling questions to receive credit.
Contact
Michelle WeissFinancial Executives International
920.750.9110
michelle@mwcommunications.org
Session Topic
Dashboards & Data Visualization - Harnessing Data to Drive Business Decisions
Summary & Learning Objectives
Now more than ever before, clear and concise data is a must for making truly impactful decisions. In the past it was possible to wait weeks after the end of a month to understand financial performance, but in the current business environment executives need to make decisions in hours, not weeks. In this session, you will learn how to identify the key metrics for your organization, how to connect disparate information systems together, and how to design dashboards that make it easy to get at this critically important information.
Matt Gelb
Principal – Technology Consulting | Wipfli
BiographyWith over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services, leveraging his broad experience working with small, medium-sized, and large market-leading clients. The combination of his business consulting services and industry expertise – specifically for the firm’s Construction and Real Estate practice – produces the initiative, astute analysis, and unwavering commitment and enthusiasm that his clients have come to rely on. Matt has been involved in both specific and full-cycle assessments, selections, and implementations across multiple industries, also including manufacturing and distribution, financial institutions and professional services.
Brett Polglaze
Senior Manager | Wipfli
Brett is a senior manager on Wipfli’s management consulting team, with over 20 years of experience in designing solutions for complex organizational questions. From improving business process flows to building solutions for enterprise software systems, his focus has always been to find and architect solutions that support key client goals. He has led all aspects of technology system implementations and operations improvement initiatives, serving as project manager, business analyst, solution designer, trainer, leader, and every role in between. Brett leverages his experience with and passion for solution design to assist clients in creating the optimal process solutions for their organizations.
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.
