Strategy Software logo
AWS

Presents

Accelerating Financial Transformation:
Strategy-Powered Insights and Analytics

Networking Dinner at Madera Restaurant,
Rosewood Sand Hill, Menlo Park

May 20th, 2025 • 6:00 PM – 8:30 PM PT

Strategy Software logo
AWS

Presents

Accelerating Financial Transformation: Strategy-Powered Insights and Analytics

Networking Dinner at Madera Restaurant, Rosewood Sand Hill, Menlo Park

May 20th, 2025
6:00 PM – 8:30 PM PT

WHAT WE WILL DISCUSS

Leaders are under immense pressure to deliver faster, more accurate insights across their enterprise—without increasing complexity. For organizations utilizing SAP BusinessObjects or IBM Cognos, the challenge lies not just in accessing data, but in unlocking it to drive strategic actions.

Join us for an exclusive executive roundtable dinner to explore how forward-thinking teams are modernizing financial reporting, analytics, and operations.

We will spotlight the journey of a major U.S. bank that transitioned from manual Excel-based KPI updates to a fully automated, Strategy-powered reporting solution deployed on AWS. With over 12,000 monthly users, the bank’s custom-built mobile analytics app now drives daily productivity across 3,600 financial centers—providing real-time insights to associates for personalized customer interactions and improved enterprise-wide decision-making.

Discover how executives are:

  • Eliminating technical debt with build-once, deploy-anywhere analytics
  • Delivering daily briefings that inform and empower field teams
  • Gaining real-time KPI visibility and aligning faster to business targets
  • Replacing time-consuming spreadsheets with centralized, scalable workflows
  • Leveraging AWS as a secure, scalable cloud foundation for enterprise-grade analytics

This roundtable is your opportunity to share challenges, swap success stories, and explore practical strategies for transforming data into a competitive advantage—without adding complexity to your tech stack.

AGENDA

6:00 PM – 6:15 PM

Welcome

6:15 PM – 7:00 PM

Roundtable Discussion

7:00 PM – 8:00 PM

Dinner

8:00 PM – 8:20 PM

Networking

8:20 PM – 8:30 PM

Closing

SOLUTION EXPERTS

Tommy O’Connell

Director of Sales Engineering at Strategy

As a results-driven Sales Engineering leader at Strategy, Tommy is passionate about helping organizations unlock the power of Business Intelligence (BI) and AI through innovative solutions. Currently serving as the Director of Sales Engineering for the West and Central United States, Tommy leads a team of high-performing sales engineers to drive strategic activities and deliver cutting-edge BI and AI solutions to enterprise clients.

Venkatesh Aravamudan

Senior Partner Solutions Architect at AWS

Venkatesh is working at AWS as a Senior Partner Solutions Architect, where he leads the co-innovation, co-marketing and co-selling with AWS partners. He has over 20 years of experience in Data & Analytics and has worked with various FinServ companies in the past.

VENUE

Madera Restaurant,
Rosewood Sand Hill,
Menlo Park

Rosewood sandhill , 2825 Sand Hill Rd, Menlo Park, CA 94025, United States

REGISTER TO ATTEND

This is an executive peer group meet for 10-12 senior leaders. We use a conversational, story-telling approach that works best when everyone participates.

Participation in this in-person networking session is at no cost to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with directions to the venue.

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