CPE Seminar

Charlotte | Process Automation and Business Intelligence Workshops

May 18, 2018


We are bringing our top two workshops to Charlotte for one full day of hands-on interactive training in Workflow with Nintex and Dashboards with Power BI.

  • Ask questions and get answers.
  • Automate an existing process.
  • Explore your data in new ways.
  • Let your data work for you.

Workflow in a Day

Learn how automating everyday business processes with Nintex can transform your business! As the leading provider of process automation technology for SharePoint, Office 365 and beyond, Nintex created the idea of ‘Workflow for Everyone.’ Whether you work in the business or in IT, are a Power User or a Developer, you will benefit from this Workshop. From start to finish, we will walk you through automating a process. We will begin by creating a responsive form and pushing it to a mobile device and then build a workflow integrating with other systems. This session will include an introduction to workflow and business process automation, best practices, and time for Q&A. Learn how to quickly and easily use the Nintex Workflow Platform to transform how your organization does business.

Dashboard in a Day

Join us for an interactive workshop to learn how to bring your data to life! Power BI transforms your data into rich visuals that you can collect and organize, enabling you to identify trends and gain valuable insight. Make financially critical decisions with certainty. Structure your information into a single source customized for your business needs. We will provide hands-on training to help you get started combining new and existing data sources to make better decisions about your business. Learn how to use Power BI and Data Visualizations to improve upon current business intelligence and generate new actionable insights.

*Choose to attend either or both workshops. These sessions can provide CPE Credits.

Keynote Speaker

  • Andrea O’Hara | Senior Consultant & Nintex vTE, THInc.IT

Andrea O’Hara is a Consultant at THInc.IT specializing in light front-end development, no-code solutions, and forms and workflow. Andrea has a background in design and web development and has been working with SharePoint for five years.

She enjoys developing creative, outside-the-box solutions to help fulfill the needs of clients as well as finding ways to increase efficiency through business process enhancements. Andrea is a Nintex vTE, certified Nintex Workflow Pro, and recently started the Richmond Nintex User Group where she serves as a co-organizer.

  • Kevin Carter | Director of Business Intelligence, THInc.IT

Kevin has over 28 years of Microsoft-centric system design and implementation experience. He currently serves as THInc.IT’s Director of Business Intelligence and is a data scientist with data warehousing and BI skills. Kevin’s background in application and web development further strengthen his enterprise quality system delivery capability. Today, he leads seminars on IT strategy and speaks on business intelligence tools and strategy while working on projects in emerging technologies.

CPE Accreditation


Workflow Workshop/Process Automation – SharePoint Online site (and user with Site Owner Permissions) inside your company’s tenant or have an Office 365 trial tenant. The trial can be set up at this link. Computer (laptop/Surface) to use and follow along with and a mobile device (iOS, Android, Windows Phone) to use with the Nintex mobile app.

Business Intelligence – You will need to bring your own laptop that connects to a wireless network and can access the public internet. We will walk you through signing up for the free Power BI subscription. This requires signing up using your work email address, or you can use your current Power BI subscription.

Advanced Preparation | Signing up for trial versions if needed.
Recommended Hours of CPE | 3 hours per workshop
Delivery Method | Group live
Program Level | Beginner
CPE Category | Specialized knowledge

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.