Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
Register for free
SEPT 23 2026
ROAD TO SUMMIT
ROAD TO SUMMIT: Enterprise Business Intelligence and Data Modeling with Tom Kelly from NetSuite
September 23, 4:00 PM BST l 5:00 PM CET
About the event
This webinar takes finance professionals from static, error-prone Excel reporting to interactive, governed Power BI dashboards using a compelling real-world case study. Attendees follow the analytics transformation at Sterling Edge Financials, a fictional $2.5 billion investment advisory firm whose Q3 board meeting unraveled when executives couldn't drill into a $250,000 revenue variance using a static PowerPoint.
The session covers the full BI implementation lifecycle: cleaning and transforming messy source data with Power Query, building interactive dashboards with slicers and drilldowns, calculating financial KPIs with DAX measures, securing branch-level data with Row-Level Security, and quantifying the ROI of the transformation. Attendees will leave with a concrete, replicable framework they can apply to their own reporting environments.
AFTER THIS WEBINAR, YOU WILL BE ABLE TO:
Describe how modern BI tools support each stage of the finance analytics process, from data preparation to executive decision-making.
Identify how interactive dashboards, KPIs, and drill-downs transform raw financial data into actionable insights.
Explain how governance, security, and consistent metrics enable trusted reporting and confident leadership decisions.
Meet the speaker
)
Tom Kelly
Director, Product Marketing, Product Management, Analyst Relations, Oracle NetSuite
)
Frequently Asked Questions
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