Organizer
Kim Dallefeld
Phone
414.347.7876Website
https://getyournewview.com/our-team/Kim is a NAV Certified Consultant, first diving into the system 24 years ago (yes, she started on version 1.0)! She has experience in virtually all areas of the product including programming, design, analysis, training, implementation and sales demos, combined with practical business knowledge (counting inventory, scheduling production, preparing payroll and financial statements, etc.) Combining her NAV knowledge with her accounting and consulting background, Kim has a unique set of skills rarely found in a technically oriented individual. Kim enjoys bridging gaps: helping to identify what users really need and want in the system, and discovering new ways to support those goals. Kim is also crazy-active in the Community User Groups as a frequent speaker, past Board Chair, local user group co-leader, and other leadership roles.
Month End, Year End, and Budgeting for NAV and D365 BC
This class is hosted by the User Group Academy and taught by New View Strategies. For more information, registration fees, and to register, please select the “Register Today” button.
Here’s your chance for a review of best practices for month end, year-end, and budgeting. This class will go through best practices for each of these three important year-end activities. Take a moment to refresh your memory on how to do some of these tasks that we often touch only once a year and pick up some new tips for making these processes go smoothly along the way. Get hands on in the online learning environment to apply what you’ve learned in class!
• Learn Best Practices for a complete, accurate, and fast month end close
• Review options on uploading, maintaining, and reporting budgets
• Review correct process for the year end closeAudience: Professionals responsible for month end, year end, or budgeting processes
Level: Beginner, Intermediate
Prerequisites: None