SharePoint User Group - December 2015 Meeting
Start Time: December 03 2015, 11:30 AM
Now = 4/20/2024 10:06:00 AM Start = 12/3/2015 11:30:00 AM
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Posted by dipetersen at November 26 2015, 2:06 AM

Our next SharePoint User Group meeting will be on Thursday, December 3, 2015, starting at 11:30 AM at the Blue Cross Blue Shield of Nebraska (BCBSNE). Food will be provided 15 minutes prior to the start of the meeting. Please RSVP so we have an accurate food order.

Date & Time:
Thursday, December 3, 2015 at 11:30 AM

Blue Cross Blue Shield of Nebraska
1919 Aksarben Drive
Omaha, NE 68180

Please check in as a visitor at the main security desk when arriving on site at BCBSNE.

Parking Information:
Please park in the visitor stalls. Because of construction, parking is limited. Please allow time to find a parking space.

Topic: Tracking & Reporting Investments Using SharePoint Metadata

This session will show a practical and effective way to use SharePoint document library metadata in a financial setting. The presentation focuses on how the Financial Services Division at Lincoln Electric System uses various functionalities to track investments and report current holdings and performance among other things. Topics to be discussed include: library and metadata structure, Nintex workflows, library views, and reporting and analyzing capabilities in Excel and Access. Lastly, a brief overview will be provided on how Financial Services has structured its division and department sites in our SharePoint 2013 environment.

**Presenter: Preston Afrank **

Preston Afrank has worked in the Financial Services division at Lincoln Electric System for about three years, handlings projects ranging from the corporate operating and capital budget to the enterprise risk management program. Prior to joining LES, he spent five years in community banking. Preston is a self-taught SharePoint user, learning primarily by trial and error when he started at LES. He currently serves as the SharePoint Site Manager for the Financial Services division.

Food, Giveaways, Great Information:

Food will be provided for the event and there will be multiple drawings for great prizes (or books)!

If you have special dietary requirements, please email either David or Kerry.

Thank you,
David Petersen
SharePoint User Group Co-Leader

Kerry Dirks
SharePoint User Group Co-Leader