New View Strategies trainers are teaching Academy classes and presenting conference sessions this year at the 10th Annual NAVUG Summit being held in Nashville. Check out our conference schedule to see what Amanda Mayer and Kerry Rosvold are up to this week!
Amanda Mayer is teaching and presenting at the 10th Annual NAVUG Summit user conference in Nashville, Tennessee this week and next week. See the schedule below for class and session descriptions and when they are offered.
Consolidations and Multi-Currency in NAV (Pre-Conference Academy) Monday, 10/9, 8:00 – 5:00
Confidence in your consolidation setup and processes is essential for your financial reporting. We’ll walk through the setup and processing of multiple companies as well some common, and not so common challenges with consolidations, and the related solutions. Companies are doing business all across the world and need the flexibility to process in multiple currencies.
In this class, we’ll walk through setting up multiple currencies, processing payables, receivables and even how to look at your financials in a second currency. This full day class explores consolidation and multi-currency in a deeper way to help you execute this sometimes complex setup flawlessly
Around the World of Multi-Currency in 60 Minutes Wednesday, 10/11, 1:30 – 2:30
Dealing with the Bhutanese ngultrum, the Guatemalan quetzal, or the Tongan pa’anga? Join us for a tour of the world of multi-currency. We’ll take off with how to set up and process foreign currency transactions, dip into the nuances of loading exchange rates, avoid turbulence with valuations and processing exchange rate differences by account, and set you up for a smooth landing with your reporting.
Processing Intercompany Transactions Friday, 10/13, 1:15 – 2:15
Let’s take a tour through a variety of intercompany processes to ensure you’re handling your transactions effectively and efficiently. We’ll process a SO and a PO through both companies all the way through invoicing, show how to do chargebacks through Purchase Invoices or IC General Journals, and review Dimensions and the gotchas for viewing your transactions. It’s a great time to get an answer to that head-scratcher you’ve been trying to solve as well.
Kerry Rosvold is teaching and presenting at the 10th Annual NAVUG Summit user conference in Nashville, Tennessee this week and next week. See the schedule below for class and session descriptions and when they are offered.
Financial Reporting Using Account Schedules in Dynamics NAV (Pre-Conference Academy) Tuesday, 10/10, 8:00 – 5:00
Microsoft Dynamics NAV account schedules are a powerful tool used to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of account schedule construction. Using hands-on exercises, you will have the opportunity to apply what you learn during class to a basic trial balance and master the three basic account schedule building blocks: row setups, column layouts, and analysis views. You’ll discover how to filter your financial reporting by dimensions, layer in budgeted information, and produce reports by exporting to Excel!
50 Tips in 50 Minutes for Finance Wednesday, 10/11 8:00 – 9:00 with a repeat presentation Friday, 10/13, 9:45 – 10:45
Looking to be the office hero when you get home from Summit? This session will give you a whole list of easy but powerful takeaways to share with your team. No PowerPoint here! We’ll demo 50 tips LIVE inside of Dynamics NAV so you can see for yourself how to accomplish things faster, easier, and with more efficiency! Join us for this very FAST 50 minutes!
How to Close Your Books in 3 Days Thursday, 10/12, 3:45 – 4:45
To make a true leap in speed and accuracy with your closing process, you need to drive a paradigm shift in your team’s approach. Faster closings won’t happen by simply doing everything at month-end faster or working longer hours; you need to reorganize the entire process. We’ll discuss how to evaluate what can be done earlier in the month, how to arrange the activities to suit your team’s capabilities, and even how changes to company culture will make a difference in closing your month faster.
Amanda Mayer and Kerry Rosvold are co-teaching and co-presenting the sessions shown below.
Controller’s 4-Day Boot Camp (Pre-Conference Academy) Monday – Thursday, 10/2 – 10/5, 8:00 – 5:00 Daily
Controller’s Boot Camp is specifically designed for Controllers, CFOs, and other finance professionals. Whether you are a Controller or CFO new to using Microsoft Dynamics NAV or already have many years of NAV experience, this class will get you razor sharp and ready for action. You will come away with a stronger, deeper knowledge of the ERP software you use every day.
This class is taught by our trainers who are experienced former Controllers with extensive working knowledge of Microsoft Dynamics NAV who understand real world financial and accounting scenarios. Their combined systems and business process experience along with proven adult learning techniques aid in the application and retention of class material. Each day is a complete immersive experience in a classroom setting with ample time for hands on exercises and interaction with the trainers.
Dynamics D365 for Financials 2-Day Fast Track Workshop (Pre-Conference Academy) Monday 10/9 & Tuesday 10/10, 8:00 – 5:00 Daily
Dynamics 365 for Financials is a new feature rich Enterprise Resource Planning application that is straightforward and intuitive to use. You will develop a comprehensive understanding quickly through this accelerated learning experience.
Learn how to set up Dynamics 365 for Financials in a way that gets your company up and running quickly. Once you’ve started, tackle every hurdle along the way with ease, equipped with the knowledge you need to optimize your use of this software!
This course will equip you to:
– Master basic use of Dynamics365 for Financials application wide features
– Set up general ledger, sales, purchase, and inventory areas.
– Grasp complex setup concepts like posting groups and dimensions.
– Gain a deep functional understanding of basic sales and purchasing activities.
– Understand simple pathways to a complete month end close.
– Introduce more functionality like sales tax, multicurrency, fixed assets and more.
– Utilize basic financial statements and produce advanced financial and operational reporting.
Business Process Evaluation for ERP Optimization: Where to Start? Wednesday, 10/11, 4:00 – 5:00 pm
We all invest a lot of money into our ERP solutions. After we’ve gotten through the initial implementation and have gotten a few years into using our powerful new business tool, we begin to think of what else we can do to use this software to make our companies more efficient, to drive more profitability, and to innovate new business strategies. The biggest question almost always is – Where to Start? This session will provide a targeted list of ideas for where to begin on the journey to use even more areas of the ERP solution.