Live Webinar

Virtual Financial Services Tableau User Group

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Join us on Thursday, February 15 for the Virtual Financial Services Tableau User Group.


  • Welcome & Introduction by Jason Mack, JP Morgan Chase
  • Presentation by Beth Speck, PNC
  • Is it revolutionary to have the front-line sales team intimately involved in designing dashboards? Depends who you ask, but this is definitely a strategy being used at PNC. PNC recognizes the great power to be found in providing an employee access to the right data at the right time -- since data makes it easier to be smart, targeted, and successful. During this session we will review a dashboard which was designed by the sales teams, for the sales teams; PNC is on a mission to empower users of dashboards to also be builders of dashboards and believe it is why dashboard adoption rates are above 95% for their targeted user base.

  • Seeing Red by Kevin Sheridan, M&T
  • The Psychology of Moving to Data Visualization is a new way to look at making the change in an organization from static report generation to interactive data manipulation and visualization. It identifies the keys to creating the RIGHT visualization and the parties that you’d be creating visualizations for.

  • Live Q&A

Meet the speakers:

Beth Speck has over 7 years of experience at PNC in Corporate Banking, specific to Treasury Management. She spent her first 4 years in a sales role, spent a year managing the role-out of the above mentioned dashboards, and is now working in a strategy role. She earned her undergrad from the University of Dayton and a Masters degree from Case Weatherhead University.

Kevin Sheridan has over 25 years of experience in a wide variety of industries including consulting, warehousing, health care and finance. A Six Sigma Black Belt and Tableau Administrator, Kevin has covered the gamut of data utilization in large scale organizations.

For questions about this event, please reach out to Jason Mack.