Vantagepoint/Vision Virtual User Group Meeting
Got Your PPP?: Now what? Have you considered the potential impact on your taxes and overhead audit?
User-Defined HUBS: It’s all the rage! See how User-Defined Hubs in Vantagepoint can be used for a variety of purposes. Join us as we provide examples of Hubs created for documenting Client Satisfaction Surveys and Lessons Learned.
Intro to Vantagepoint Dashboards (Part 1): If you are not using Dashboards in Vantagepoint you are certainly missing out! During Part 1 of Introduction to Vantagepoint Dashboards attendees will:
- Review dashboard best practices
- Learn how to get started building dashboards and dashparts
- Understand the default dashboards and dashparts
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.
Steve Snyder, CPA, CCIFP
Director, AEC Group
As Director, Steve’s concentration is on assisting clients within the architecture, engineering, construction and real estate development industries to improve internal processes and maximize profitability. Clients also benefit from his extensive experience auditing employee benefit plans ranging from 100 to 5,000 employees. In addition to his technical competence, Steve is an avid Penn State football fan and expert tailgate.
Stacie has gained deep technical, marketing, and industry expertise during her 20+ years working with Deltek systems within the architecture and engineering space. Her areas of specialization include CRM Implementation & Training; Proposals (Custom and Government) Implementation & Training; CRM System Reviews; CRM Process Assessments and Development; CRM Data Importing; and Workflows.
Barbara’s 20+ years of hands-on experience working with Deltek systems translates into high-level skills and knowledge for her clients. Areas of specialization include Resource Planning (Vision, iAccess, Vantagepoint); Project Management Training; Project Management Process Assessments and Development; Info Center Design; Security/System Administration; and Workflows.