Thursday, Aug. 15, 2019
9:30 a.m. - 2:30 p.m. Pacific

Irvine Marriott
18000 Von Karman Ave
Irvine, CA 92612
Map Link

The days of finance teams drowning in outdated processes, data silos, and tools are numbered. With data now as ubiquitous as calculators once were, it’s important to take hold of solutions that help you stay competitive and ahead of the curve— plus give you more time back in your day. That’s why finance teams everywhere are revolutionizing data processes using self-service analytics.

If you are ready to change the focus from spreadsheet-driven data manipulation to repeatable, collaborative analysis and insight, you’ll want to attend this hands-on workshop. Expert guides will take you through leading examples of self-service analytics and walk you through your first analytics workflow.

Reserve your spot and gain access to:

  • Practical applications of using self-service analytics to combine disparate data to solve problems and find answers that offer insight and create efficiencies
  • Real life stories of finance professionals who created repeatable processes that allowed them to move past manual data tasks and shorten compliance life-cycles
  • Hands-on workshop where you will have the opportunity to create your first self-service analytics workflow guided by an Alteryx expert

Transform your analytics with a solution that allows you to redesign, rediscover, and reimagine.

Event Agenda

9:30 AM
Registration + Networking
Find a seat and get ready to dive into the modern world of self-service analytics across the office of finance.
10:00 AM
Let the Analytics Revolution Begin
Hear from Quang Nguyen, Alteryx Director of Tax, on how Alteryx uses Alteryx in tax including calculating R&D credits, computing state apportionment, and more.
11:00 AM
Moving the Finance Team from Excel to Alteryx: Automating a Manual Process
Hear from Sam Strong, Keyrus Director of West Coast as he outlines case studies across Tax, Forecasting, Treasury and Risk departments where Keyrus has helped move manual processes in Excel, Access and SQL into automated Alteryx workflows. He’ll cover technical approach, governance considerations and the importance of change management as people's roles and responsibilities shift from power excel user to Citizen Data Scientist.
11:30 AM
Lunch Service
12:15 PM
Customer Testimonial from Viasat
Hear a real-life use case on how Viasat uses Alteryx within their organization.
12:35 PM
Get Workshop Ready
Gear up with everything you need to start and complete the session. This includes a trial of Designer and provided workshop data so you can see results in real-time.
1:00 PM
Hands-On Tax Workshop
Drag, drop, and solve right along with us to create your first workflow with Alteryx.
2:30 PM
Workshop Concludes



Andrew Salute
Enterprise Account Executive
Michael Sullivan
Sales Engineer
Quang Nguyen
Tax Director
Sam Strong
Director, West Coast
Bree Bolelli
Business Intelligence Engineer


"Alteryx est intuitif et interactif ... a pris moins de 60 secondes pour obtenir la même sortie qui a pris des heures auparavant."


David Algranati
SVP Innovation produit et recherche personnalisée chez Rentrak