Vantagepoint/Vision Virtual User Group Meeting
CaRT: Check out our Cash Receipts Tracking Tool that helps inform Project Managers/Team Members when cash is received.
Upgrading from Vision to Vantagepoint: Back by Popular Demand, we’ll demonstrate how your data will look after a Vision to Vantagepoint upgrade.
Screen Designer: A powerful feature, you won’t want to miss! Join us as we walk you through a quick look into Vantagepoint’s screen designer and it’s capabilities
About the Presenters
Susan Patrick | Director, Client Solutions
In her role, Susan leads our team and clients through the software/solution evaluation process. Working diligently to fully understand the needs and requirements of each client, she identifies the ideal solution to help them achieve their goals. Susan has more than 30 years of accounting and technical expertise, including valuable experience as a financial controller in the architecture and engineering industry. She has been instrumental in assisting project-based clients with improving their accounting processes, becoming more efficient, and ultimately more successful.
Jessica Daniele | Senior Consultant
Jessica leverages her 15+ years working with Deltek systems, along with significant accounting and finance skills, to help project-based firms be more efficient and profitable. Her areas of expertise include Finance Implementation and Training; Project Accounting; Payroll; Asset Management; System Reviews; Reporting/Analysis; and Data Importing.
Kelly Bogdonoff | Consultant
Kelly brings clients a unique blend of deep financial expertise and 19+ years of hands-on experience working with Deltek systems. During her career, she spent several years as a Director of Accounting within the AE industry. Her areas of specialization include Finance Process Review and Training, Financial Reporting and Analysis, Project Accounting, and Security/System Administration.