Kerry Peters - CEO, New View Strategies

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Work Background

User Group for Dynamics 365 Business Central (BCUG)/Dynamics Nav (NAVUG)Chair, Dynamics Credentialed Professionals Council – BCUG|NAVUG

Aug. 2018 - Dec. 2019As Chair of the Credentialing Council, I served in a senior advisory capacity to establish exams and requirements for Dynamics Professionals certification. My work supported the pursuit of excellence in our industry and the careers of professionals who strive to earn recognition as SMEs in their field.

New View StrategiesCEO, Co-Owner, ERP Consultant & Trainer, Fractional CFO/Controller | D365 Business Central/NAV

Feb. 2017Greater Milwaukee Area𝗧𝗮𝗽𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗽𝗼𝘄𝗲𝗿 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗡𝗔𝗩/𝗕𝗖 𝗘𝗥𝗣 Over the past decade, NVS Co-owner Kim Congleton and I would share ideas about how we could fill a gap in Microsoft’s ERP ecosystem. Channel partners in our network were helping users with implementation, upgrades, and customization, but not with ERP assessment, utilization, and training. Kim and I were already evangelizing “better ways” to utilize BC/NAV. After receiving resounding BC/NAV and Microsoft community praise for materials shared on dynamicsnavfinancials.com, we knew we were on the right trajectory. 𝗗𝗼𝗶𝗻𝗴 𝗠𝗼𝗿𝗲 𝘄𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗘𝗥𝗣 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 We founded New View Strategies in 2017 to help companies do more with their ERP solution, and true to NVS’ core values, we also always figure out a way for users to actually have fun in the process! 𝗕𝗮𝘁𝘁𝗹𝗲 𝗧𝗲𝘀𝘁𝗲𝗱 𝗔𝗹𝗹-𝗦𝘁𝗮𝗿𝘀 I spent 15+ years as corporate controller where we implemented ERP to drive multimillion-dollar profitability, reduce audit expenses, and refocus teams on positive cash flow. Bringing similar, executive-level SME experience, each of our trainers and consultants is gifted with unique know-how, from Finance and Warehouse Management Systems to CRM and project management. 𝗙𝗹𝗲𝘅𝗶𝗯𝗹𝗲 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗢𝗽𝘁𝗶𝗼𝗻𝘀 NVS is known as the go-to NAV/BC training source for either online or in-person classroom training, recommended by 99% of students. Flexible learning options include scaled virtual self-service classes that fit your schedule and budget. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 Using an agile approach, our senior consultants fulfill gaps in your ERP utilization and enable you to achieve specific business objectives more rapidly. A partial list of deliverables includes ERP assessment, strategic roadmaps, fractional Finance/IT/Operations management, and WMS implementation. Visit getyournewview.com for a complete list of services or contact me.

Dynamics Credentialed Professionals Exam Committee Member – Question Writer & Exam Question Reviewer

User Group for Dynamics 365 Business Central (BCUG)/Dynamics Nav (NAVUG)Dynamics Credentialed Professionals Exam Committee Member – Question Writer & Exam Question Reviewer

Aug. 2015 - Dec. 2019With the goal of ensuring that exam-takers substantially understand the software, the exam writing committee does the important work of confirming that all exam questions relating to Microsoft Dynamics BC/NAV certifications are relevant and applicable to the current version.

Innovia ConsultingSenior Application Consultant – Microsoft Dynamics NAV

Nov. 2014 - Dec. 2016Greater Minneapolis-St. Paul AreaOn behalf of a NAV channel partner, I conducted onsite requirements analysis and assessment of their ERP present-state and drafted specific roadmaps for future-state achievement. I managed full lifecycle NAV implementation, upgrades and/or utilization projects.

User Group for Dynamics 365 Business Central (BCUG)/Dynamics Nav (NAVUG)Advisory Board Member – BCUG|NAVUG

Jun. 2012 - Oct. 2015

Microsoft Convergence ConferenceCustomer Advisory Board Member

Oct. 2010 - Sep. 2014I was invited by Microsoft to contribute an end-user perspective as Customer Advisory Board Member for their annual event with 10,000+ attendees. I also presented regularly at the Convergence conferences.

User Group for Dynamics 365 Business Central (BCUG)/Dynamics Nav (NAVUG)Academy Instructor – BCUG|NAVUG

Sep. 2010 - Oct. 2019My ongoing engagement with this group of friends and peers is central to my identity. This passion is reflected as well in NVS’s commitment to supporting the success of others. 𝗔𝗯𝗼𝘂𝘁 𝗢𝘂𝗿 𝗨𝘀𝗲𝗿 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 Microsoft Dynamics 365 Business Central | Dynamics NAV User Group (BCUG|NAVUG) is a member-driven community of 26,000+. Its ongoing mission is to leverage education, networking, and events to help D365 BC and Dynamics NAV users and partners achieve higher satisfaction with their product. Our vision is to engage every individual and company using D365 Business Central/Dynamics NAV in value-added networking and knowledge-sharing—and to be the best conduit for Microsoft to seek guidance on future product development. Learn more at https://www.navug.com 𝗧𝗲𝗮𝗰𝗵𝗲𝗿 𝗮𝗻𝗱 𝗠𝗲𝗻𝘁𝗼𝗿 As an ongoing instructor at BCUG/NAVUG and at NVS, I have been honored to teach hundreds of students about financial concepts with BC/NAV. I mentor students and teach in-person and online classroom courses related to Dynamics NAV and Dynamics 365 Business Central (see course listing under Accomplishments for details). ➡️ Awarded by NAV community–5-time Granite Award and All-Star, as well as 4-time Microsoft MVP, for exemplary volunteer learning and teaching initiatives.

Programming Committee Member, Microsoft Dynamics User Group Conference – BCUG|NAVUG

User Group for Dynamics 365 Business Central (BCUG)/Dynamics Nav (NAVUG)Programming Committee Member, Microsoft Dynamics User Group Conference – BCUG|NAVUG

May. 2009 - Oct. 2019For the annual, high-profile Microsoft Dynamics User Group Conference attended by 1,000+ of our peers, I collaborate with colleagues to oversee content and presenters. ➡️ Present at 3-5 conferences each year. Topics range from leadership development to financial reporting. ➡️ Coordinate related ongoing on- and off-line training.

Augsburg Fortress PublishersCorporate Controller – Dynamics NAV ERP, Implementation

Jan. 2008 - Oct. 2014Greater Minneapolis-St. Paul Area, MNAs Corporate Controller, I oversaw a multimillion-dollar expense budget, directed all financial operations, and guided IT and operational teams through technological change, including planning and implementing a new, integrated NAV ERP system. This project recouped over $1M annually via staff efficiencies, reduced support costs and simplified IT infrastructure.

American Summit MortgageTelemarketing Manager – Business Development

Sep. 2001 - Dec. 2003Eden Prairie, MNEarly on, as I explored my career calling, I benefited from lessons learned in competitive sales. After earning top scores as an individual sales contributor, I advanced to management, supervising a large (80+) team of telemarketers at 3 locations where we achieved similar high marks as a team. I made hard choices to evaluate and replace under-performers with better talent.

Cameron’s Coffee and Distribution Company – Navision ERP Implementation | CRM | EDI InterfacesController

Jun. 2001 - Dec. 2007Eden Prairie, MNFor this growing specialty coffee company, I found my true leadership calling over a formative 6-year period: I combined my financial acumen with passion for technology utilization. Promoted from accountant to controller (2003), I drove a NAV ERP implementation project in support of company growth. I also contributed to the build-out of the company’s growing distribution network, including relationship management with key retailers, Target and Walmart.

Elite Optik Inc.Assistant Controller

Jul. 2000 - Apr. 2001Carrollton, TX