SUNY Business Intelligence Advanced Analysis Training for IR, Finance and Other Professionals
This half day training course is open to people who have attended the introductory SUNY BI training class and who wish to learn how to address issues they have encountered in developing BI queries. The class will include a short review and then launch into more advanced features, with an emphasis on combining multiple queries on one or more BI subject area. Attendees are encouraged to bring a sample ad hoc report to develop during the class. The session will use on accessing the SUNY System Administration Enrollment and Degree data, but the skills learned will apply to other data such as Finance.
This course consists of live instruction via Zoom and hands-on training from System Administration staff.
COURSE INSTRUCTORS
JoAnna Brosnan
JoAnna Brosnan is an Associate for University Planning and Analysis in the Office of Institutional Research & Data Analytics at SUNY System Administration. Like many others in the field, JoAnna fell into Institutional Research (IR) “on accident” in 2014 in a shared-services position at two campuses and has enjoyed a sense of helping others in varying capacities through the broad and ever-expanding nature of IR work since. JoAnna spent more than 8 years working at campuses within the SUNY system, with 5 years’ experience as Director of Institutional Research and Effectiveness, before joining the System Administration office in 2022. For over a decade, she has enjoyed creating and collaboratively contributing to opportunities to share knowledge and skills related to “all things data”, ranging from Excel for Beginners workshops to FERPA and Data Governance policy development, implementation, and training, to conference sessions and larger scale system-wide sessions for varying audiences. She served on the AIRPO (Association for Institutional Research and Planning Officers) conference planning committee and represented the Technology Sector for multiple terms on the executive committee. JoAnna has an AAS in Social Sciences and a BS in Applied Psychology (Industrial/Organizational track) from SUNY Cobleskill, and an MA in Higher Education Administration from SUNY Stony Brook. In her free time, JoAnna is a volunteer firefighter, enjoys traveling both domestically and internationally, spending time with her dogs (Duck and Goose), and gaming.
Paul Wilner
Paul Wilner has over 10 years’ experience in using Oracle Business Intelligence (Oracle Analytics Server) and has taught a number of different analysis and statistical courses in a variety of settings, both in person and online. Paul has a passion for teaching and believes everyone can achieve a deep understanding of data and analytics. He also strives to be able to explain a technique or concept many different ways and remain patient until a student truly understands the material. His start in analytics dates all the way back to when he started keeping the statistical books for his local middle school Boys’ Basketball team in 8th grade. The technology and methods have changed a lot since then and Paul is always keeping up to date on the latest data analysis and visualization techniques. He currently works at SUNY System Administration in the Office of Institutional Research and Data Analytics, as an Associate for University Planning and Data Analytics. His areas of specialty include demography, geographic information systems, and enrollment.
Paul has a Bachelor of Science degree in Meteorology, a Masters of Education degree and a minor in Global Business, all from the Pennsylvania State University. He is currently a doctoral candidate at the University at Albany in Educational Policy and Leadership pending graduation in 2025. When not teaching OAS courses he enjoys cycling, golfing, craft breweries, and beaches.
COURSE PRICING
$50
Half Day Workshop
This class will be held via Zoom from 9:00 AM – 1:00 PM Eastern or 1:00 PM – 4:00 PM Eastern.
How to Pay
Payment Terms
- Full payment is required within 30 days of registration. If the campus intends to cover the registration fee, prior approval must be obtained; otherwise, the registrant remains responsible for payment should the selected method be denied.
- Completion badges will not be issued until full payment has been received.
FULL payment is required 30 days from the date of registration. If the campus denies the selected payment method, the registrant will be responsible for payment.
Cancel/Drop Period
-
Cancellations received 31 or more days prior to the program: 100% refund
-
Cancellations received 16 to 30 days prior to the program: 50% refund
-
Cancellations received 15 days or fewer prior to the program: Not eligible for refund
No Shows
Programs have limited space and tend to fill to capacity. Individuals registered have reserved a space in the program. Registrants who do not attend will be charged the full registration fee. Refunds will not be issued for any registration in which a no show occurs.
Click to view SUNY CPD Terms & Conditions Policy.
2026 Course Dates
Fall 2026
- Monday, October 19, 2026 1:00 PM – 4:00 PM Eastern
- Tuesday, November 3, 2026 1:00 PM – 4:00 PM Eastern
Contact Us
Questions? Email cpdinfo@suny.edu or call 315-214-2440. To ensure your inquiry reaches the appropriate team, please include the program name in your message.
CPD Digital Accessibility Compliance Notice
The SUNY CPD is committed to providing inclusive and accessible professional development. For example, live captioning is available for virtual sessions, presenters are asked to follow accessible presentation practices, and accessible materials are provided in advance.
If you require an additional accommodation, including sign-language interpretation or another communication accommodation, please indicate your needs during registration or email SUNY Center for Professional Development. We ask that accommodation requests be submitted at least two weeks in advance of the event. Requests received with less notice will be considered, and SUNY CPD will make every reasonable effort to meet your accessibility needs.
Partners providing documents, videos, presentations, or other digital materials warrant that such materials comply with applicable accessibility requirements, including the SUNY Electronic and Information Technology (EIT) Accessibility Policy, New York State law, and Title II of the Americans with Disabilities Act (ADA). All materials must conform to the applicable Web Content Accessibility Guidelines (WCAG), as adopted by SUNY, prior to submission, acceptance, or publication.
If materials are determined to not fully conform to accessibility requirements, partners are responsible for timely remediation and for providing corrected, accessible versions. Materials may be returned, withheld from publication, or rejected until accessibility issues are resolved.
- About the Program
- Course Information
- Meet the Instructors
- Cost and Payment
- Registration
- Contact Us