From Data Challenges to Design Triumphs | FinServ Tableau User Group | March 2025

Financial Services Tableau User Group

Mar 5, 10:00 – 11:30 PM (UTC)

We all know the headache of messy data and dull dashboards. What if you could turn that chaos into clarity? Join us as we transform trash into treasure with smart data practices and revamp your dashboards with creative, custom legends!

Best PracticesCommunity-LedNetworkingTableau Conference

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About this event

You're invited to join us at the next virtual Financial Services Tableau User Group meetup on Wednesday, March 5th, 2025 at 5 PM ET. Our special guests, Whitney Pruett and Tableau Visionary Kevin Wee, will lead deep-dive sessions designed to boost your Tableau expertise:

Turn Trash into Treasure: The Road to Quality Data

What happens when you start diving into data and find a significant chunk missing? Explore a use case of turning “bad” data into “good” data by partnering with stakeholders to drive the adoption of best practices.

Dashboard Design Tips: Creative Uses of Customized Legends

Discover how to upgrade your dashboards with easy-to-make, creative custom legends that enhance functionality and improve user experience.

Don't miss this chance to network, learn, and transform your approach to data analytics!

Speakers

  • Kevin Wee

    Discover Financial Services

    Lead BI Analyst

  • Whitney Pruett

    Cetera Financial Group

    Senior Data Strategist

When

When

Wednesday, March 5, 2025
10:00 PM – 11:30 PM (UTC)

Agenda

10:00 PMWelcome & Introduction
10:20 PMWhitney Pruett | The Road to Quality Data
10:45 PMKevin Wee | Creative Uses of Customized Legends

Organizers

  • Jack Parry

    The Information Lab | The Data School, New York

    User Group Ambassador

  • Konstantin Weis

    Keyrus US

    User Group Leader

  • michael holcomb

    Wiiisdom

    User Group Leader

  • Oishiq Nandy

    Old Dominion University

    Data Analyst

  • Whitney Pruett

    Cetera Financial Group

    Tableau User Group Leader

  • Jerry Zhang

    New York Life Insurance Company

    Tableau User Group Leader

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