Financial Services and New York City Tableau User Group | August 2023 | Hybrid

Financial Services Tableau User Group

August 16, 2023 at 10:00 PM UTC – August 17, 2023 at 12:00 AM UTC


Join us in-person or online at the next Financial Servives User Group event on Wednesday, August 16th where we'll be collaborating with the NYC Tableau User Group! This event will be hosted at 252 West 37th Street (14 FL) in Midtown, home of Keyrus US!

Best Practices

About this event

You're invited to join us at the next Tableau User Group meetup on Wednesday, August 16th!

With us will be a wonderful line-up of presenters that you don’t want to miss. This is a hybrid event, we would love to have you join us in person in NYC. However, if you are unable to make it we encourage you to join online through the zoom link in the RSVP.

First, Derell Pate from Wells Fargo will be joining us for a discussion around analytics and upskilling in banking.

Next, Michael Holcomb will talk about how he transitioned from being a finance leader to a data and analytics leader in Customer Success. He will discuss the trends he sees in Customer Success, some fundamental challenges organizations must overcome to be data and analytics leaders in their fields, and how you can help your organizations tackle them.

To wrap up, we will hear from Libby as she talks about the newest Prep features! Released in 2023: Input step improvements/Source Row Number (23.1) Multi-row calculations/Timestamp flow outputs (23.2)… She will also be giving sneak peaks into upcoming features!

Please note that this is a hybrid event, so attendees can register for in-person or virtual attendance using the appropriate RSVP buttons.

We look forward to seeing you all there!


  • Derrell Pate

    Wells Fargo

    Analytics Manager

  • Libby Knell


    Associate Product Manager

  • Michael Holcomb


    Global Vice President Customer Success



August 16 – 17, 2023
10:00 PM – 12:00 AM UTC

Venue map


10:00 PMWelcome & Networking
10:30 PMOpening
10:45 PMAnalytics and Upskilling in Banking
11:15 PMCustomer Success in Finance
11:45 PMWhat's New & Upcoming in Tableau Prep
12:15 AMClosing


  • Jack Parry

    The Information Lab | The Data School, New York

    User Group Ambassador

  • Dzifa (zif-ah) Amexo


    User Group Leader

  • Konstantin Weis

    Keyrus US

    User Group Leader

  • michael holcomb


    User Group Leader

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