Breakfast Club: All about Reporting?

Breakfast Club

Jul 1, 2022, 3:00 – 4:00 PM


About this event

On this episode of the Breakfast Club, we will be starting the first of a two-part series on Reporting.

Part one topics:

How important is Reporting? If it is important, why?

What do you report on?

Who is your reporting for?

How do you accomplish your reporting?

What would you change?

Part two:

Dashboard drive-by led by our very own @jason.koslowski. Everyone will be given a chance to show off reporting dashboards and why/how they are impactful/useful to you.

Q & A from the presentations

When: 7/1/2022 @ 10:00 AM CST


Who: All are welcome!

Join us at the upcoming meeting of the Breakfast Club. This Breakfast Club user group is led by, for, by and about customers and fosters collaboration among group members.

Connect with other product administrators and process owners. We meet every other Friday to see how other customers are using the platform or how others have solved problems that you are working on. Learn about the latest product updates and brainstorm solutions on current projects. This customer driven group is an exceptional opportunity for customers to connect with and learn from each other.

Please note:

  • This is a virtual meeting during which we will use third party conferencing. View MS Teams privacy policy.
  • User group meetings may be recorded and may be made available to registrants. Please direct specific questions to the user group leader facilitating the event.


  • Jesse Miller

    SouthStar Bank


  • Nick Gehr



  • Jesse Miller

    SCI Shared Resources LLC

  • Jason Koslowski

    Sammons Financial Group

    Systems Analyst


  • Nick Gehr

    Senior Solution Architect

  • Jason Koslowski

    Sammons Financial Group, Inc.

    Systems Analyst II

  • Jesse Miller

    SCI Shared Resources LLC

    Breakfast Club Leader + IT Technology Specialist

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