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FINANCE SIG

FINANCE SIG. Finance Special Interest Group. Kerry Rosvold, Corporate Controller Augsburg Fortress Publishers kerry.rosvold@augsburgfortress.org

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FINANCE SIG

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  1. FINANCE SIG

  2. Finance Special Interest Group Kerry Rosvold, Corporate Controller Augsburg Fortress Publishers kerry.rosvold@augsburgfortress.org In the last seven years, Kerry has served as the finance lead for the implementation of NAV as a new ERP solution at two different companies. She has used versions 4.0, 5.0, 5.1, and NAV 2009. Kerry has presented numerous webinars for the User group as well as sessions at NAVUG Forum and Microsoft Convergence. Kerry also serves on the NAVUG Programming Committee. Augsburg Fortress Publishers is located in Minneapolis and has been a NAVUG member since Convergence 2009.

  3. Finance Special Interest Group • This session’s backwards agenda • What’s a special interest group (SIG)? • Review of Finance Webinars in the last year • Review of Finance Topics at NAVUG Forum • Finance Topics coming up – take it home! • Introductions • Finance user connections and trouble shooting

  4. Finance Special Interest Group • Start Thinking • What questions did you come to Forum to get answered? • We’ll get back to this in a little bit . . .

  5. Finance Special Interest Group • What’s a special interest group (SIG)? SIGs represent a subset of NAVUG members who meet to discuss topics which may not relate to all NAV users. SIGs offer NAVUG members a unique opportunity to network and share knowledge with others who may be facing similar challenges inside NAV, either in their industry or job role.

  6. Finance Special Interest Group • What’s the Finance SIG? Ever wish you knew a group of knowledgeable NAV users who know a lot about FINANCE topics? You do! Join us for an hour and bring your questions, topics you would like to know more about, and ideas for possible brainstorming. If you need more info about finance topics or just want to network with others who do the same things that you do, this is the place to be. Be sure to bring your questions and your best practices to share with the group, as the greatest value from this session will be found by sharing your thoughts, opinions, and questions with everyone on the call.

  7. Finance Special Interest Group • Our last two meetings • August – Brainstorm for future topics • Finance Best Practices • PCI Compliance • BI/Reporting • EDI • Implementations • How do people manage audit? • Converting AP to e-payments • September – Focused discussion on BI/Reporting based on survey sent to group

  8. Finance Special Interest Group Finance Webinars in the Last Year • AR 101 and AP 101 • Excel reporting for NAV by JET reports; Pivotier reports for NAV • 1099s – Getting it done for 2009 • Year end close best practices • Consolidations; Rolling all those companies up into one • What can you do with Account Schedules? • Account Schedule construction; a practical how to • Inventory and Costing Roundtables and SIGS • Working with Dimensions – What are they and how do you use them best? • Risk management and audit compliance in NAV; SOX compliance

  9. Finance Special Interest Group Finance NAVUG Forum Topics (2009) • Dimensions • Multiple Company Consolidation • Best Practices for Month End Close • Working with Budgets • Account Schedules • Inventory Costing

  10. Finance Special Interest Group Finance NAVUG Forum Topics (2010) • NAV 101 Finance and Accounting • Upgrading to NAV2009 for Finance • Finance SIG/Networking • Account Schedules • Month End Tips and Tricks • Audit Compliance in NAV • Dimensions • Budgets • Consolidation Accounting • Ask the Experts – Finance • Vendor Showcases • Inventory Costing – 2 sessions moved over to warehousing and manufacturing tracks • Special One Day Training: • Inventory Costing • Account Schedules • Consolidation Accounting

  11. Finance Special Interest Group Finance Webinars Coming Up • November 16th – Year End Close Best Practices • Presented by Lee Weiner, CFO at Bradshaw Group • December 9th – 1099s, Getting it Done for 2010 • Presented by Barbara Thompson, Director of Financial Management at Medifast, Inc. • December 16th – Document Approval Workflow • Presented by Kerry Rosvold, Corporate Controller at Augsburg Fortress Publishers

  12. Finance Special Interest Group Introductions: Name Company Role Industry Experience with NAV

  13. Finance Special Interest Group Trouble Shooting Round Robin • What questions did you come to Forum to get answered? • Pick your top priority first - one question per person, per round • Keep it brief • You can pass if you don’t have anything • We don’t want to attempt to solve the problem here, we just want to make connections to help each other • We’ll repeat until we’re out of time

  14. Finance Special Interest Group Information Exchange • Take time to exchange business cards • If group agrees, everyone give me one, I’ll scan images and send back to the group

  15. Finance Special Interest Group Thanks for joining us! I hope to see you, and others from your companies at home, all participating in upcoming Finance webinars.

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