Northeastern Wisconsin Chapter of CFMA


 OCTOBER CHAPTER MEETING

                                           

DATE

Tuesday, October 8, 2019
7:30 AM to 9:15 AM

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LOCATION

Liberty Hall Conference Center
800 Eisenhower Drive
Kimberly, WI 54136  

 
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TIMELINE
7:30 - 8:00 AM: Registration & Networking
8:00 - 8:15 AM: Breakfast
8:15 - 9:15 AM: Featured Speakers

FEE
Cost is $20.00 payable in advance
for non-members. For CFMA members, this is part of the pre-paid plan.

PAYMENT
Michelle Weiss, CFMA Chapter Administrator, will contact guests to confirm their status and request payment via check or cash at the meeting.

CONTACT

Michelle Weiss, Chapter Administrator
CFMA of Northeastern Wisconsin
920.750.9110
michelle@mwcommunications.org

TOPIC
Business Intelligence & Data Analytics

TOPIC SUMMARY
Companies continue to make better use of data management systems. Rather than collecting and presenting historical data, entities are increasingly turning data into answers and insights. The conversion of this data into insights leads to better future decisions and a greater ability to achieve organizational goals.

LEARNING OBJECTIVES
•   Understand key difference between reporting and analytics
•   Understand how organizations can leverage a comprehensive enterprise data          strategy to provide data-driven decision-making capabilities
•   Understand the role of leadership and IT in providing self-service analytics to            end-users
•   Understand modern approaches to solving enterprise data challenges, including      tools and technologies
•   Understand industry trends in analytics
•   Understand relevant platforms that organizations often consider
•   Review potential Construction-specific dashboards and KPIs

FEATURED SPEAKERS
Matt Gelb
Partner, Technology Consulting | Wipfli

BIOGRAPHY
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM). 

He serves a the product manager of the Microsoft Dynamics® 365 for Customer Engagement/CRM Team, one facet of the overall front office practice of Wipfli LLP. Matt has been involved in both specific and full-cycle assessments, selectgions, and implementations across multiple industries. His on-the-job knowledge enables him to assist clients from the vision and plan development stage through training, deployment, and follow-up support.

Matt leverages broad experience working with small, medium-sized, and large market-leading clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis, adn unwavering commitment and enthusiasm that his clients have come to rely on.

Education
Boston College

  • Bachelor of science degree in operations and strategic management and finance


Matt Gelb 

Matt Gelb
Partner | Wipfli

BIOGRAPHY
With over 20 years of experience, Matt Gelb provides business analysis and project management services for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM).   

He serves as the product manager of the Microsoft Dynamics® 365 for Customer Engagement/CRM team, one facet of the overall front office practice of Wipfli LLP. Matt has been involved in both specific and full-cycle assessments, selections, and implementations across multiple industries.  His on-the-job knowledge enables him to assist clients from the vision and plan development stage through training, deployment, and follow-up support.

Matt leverages broad experience working with small, medium-sized, and large market-leading clients.  The combination of his business consulting services and industry expertise produces the initiative, astute analysis, and unwavering commitment and enthusiasm that his clients have come to rely on.

Education
Boston College

·         Bachelor of science degree in operations and strategic management and finance

 



Matt Pluster
Director of Data Analytics & Data Platform Team | Skyline Technologies

BIOGRAPHY
Matt is a proven data strategy solution architect, with broad experience helping organizations achieve their maximum potential through the implementation of technologies that enable data-driven decision-making.

He possesses over 17 years of combined consulting and leadership experience shepherding businesses along the journey to operational excellence. He has helped companies grow and thrive through the deployment of enterprise data management and business intelligence solutions.

He helps companies make sense of today’s complex information system landscape and continuously works to increase efficiency at the intersection of people, process, and technology. His cross-functional business knowledge, paired with his in-depth data analytics expertise, provide an advantage to organizations looking to build enterprise-grade analytical solutions.

The Construction Financial Management Association (CFMA) 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: Website: https://www.nasbaregistry.org/

  October 8, 2019 CFMA Chapter Meeting: Instructional Method: Group-live; Experience     Level: Basic; Prerequisites / Advance Preparation: None; Field of Study for Featured Speakers: Information Technology; Recommended CPE Credits: 1.0   Refund Policy: No refunds will be issued by CFMA unless the event is cancelled.