tableau software visual analysis visualization business intelligence excel pivot tables crosstab reporting financial analysis Mar 19 - Tech and Tapas
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Mar 19th meeting


Tech & Tapas - 5:25 pm - 7:00 pm

Topics:  Short Tech Demos

This evening is guaranteed to whet and satisfy your appetite.  Technology that you can use will be showcased with short demos and Q&A sessions.  Between sessions, have some tapas (small portion finger food) to energize before the next session

IMA Speaker

15-minute sessions will be presented concurrently, repeated three times during the evening with a 15-minute break between sessions to grab some tapas, respond to Q&A and network with fellow attendees.

Todd Herman Associates -- Data Mining in Excel: Finding Hidden Patterns
Business Process Consultants Serving North Carolina for over 18 years.

Todd Herman Associates logo

Reviewing physical inventory counts for unusual items. Wading through cycle count data looking for trends. Ever wish you could feed the data into a tool and let it help you find hidden patterns? Then this is the tool for you! Jason Caudle will:

  • Briefly explain concepts behind, and prerequisites to using, Microsoft's Data Mining Add-Ins for Office 2007.
  • Demonstrate how the "Highlight Exceptions" tool can help you keep you on top of all the data you're asked to analyze.

Jason C. Caudle, MBA, is a management consultant with Todd Herman & Associates PA, where he focuses on creatively applying analytical techniques to uncover opportunities to use technology and process improvement to yield business results. Jason graduated from the University of North Carolina at Asheville, with a major in Physics and a minor in Mathematics. He earned his Master of Business Administration, with a Finance concentration, from Wake Forest University.

Jason Caudle

Shared Services Systems -- Moving from Excel to Business Intelligence Analysis

Shared Services Systems logo

Do you use Excel? Do you wish that you could get better reports from your business information? Don't have time or the budget, but suffer through the anguish each month of getting your 'stuff' done? Brad Earle of Shared Services Systems provides insight into using tableau software's visual analysis decision support system tool to improve your analysis, reduce your reporting cycle time and enhance your forward-looking reporting.

Brad Earle has been a corporate controller, director of financial planning and analysis and systems leader at Fortune 50 organizations.  He earned a BS in finance from Purdue University and a Masters in Information Technology Management from University of North Carolina Greensboro.  Currently he consults to organizations desiring innovative and effective use of systems for shared service operations: finance, supply chain, and human resources.  Brad has implemented BI/reporting solutions using the SAP, Business Objects, Hyperion, Peoplesoft, Microsoft and Tableau software platforms.

To receive more information about tableau software's solutions, enter your contact information on the form provided at

Brad Earle

Eagle Training and Development --
Tips and Tricks for MS Office products that you can use immediately.

In-Home and On-Site Computer Training and Website Development

Think you know MS Office products? This session will introduce you to a few tricks and tips that will make you more productive. 

Ronda Davis, owner of Eagle Training and Development LLC specializes in delivering on-site and in-home computer training and website development services to the Triad area of North Carolina.  Ronda will entice the audience with tips and tricks that you need to know to be immediately more productive.

Ronda Davis