Great Lakes User Group Finance Functions Roundtable

When:  Feb 23, 2021 from 11:30 AM to 1:30 PM (ET)
Please join the Great Lakes User Group at our Finance Function Roundtable! We will be joined by Kerry (Rosvold) Peters and Kim Dallefeld to dive into the world of finance functions in our daily NAV/BC lives!



Chief Executive Officer | Co-Owner 

New View Strategies, Inc. (NVS) 

ERP – Finance, IT, Account Schedules & Dimensions  

Microsoft Dynamics 365 Business Central | Dynamics NAV 

Microsoft MVP | BCUG/NAVUG All-Star & Presenter 



A recognized thought leader within the Microsoft community, Kerry Peters is CEO/co-founder of New View Strategies (NVS). Kerry, along with fellow BCUG/NAVUG All-Star, Kim Congleton, founded NVS in 2017 to formalize their mutual passion for helping users take an agile approach to ERP training, assessment, and utilization. Having driven multiple ERP overhauls over 2 decades as both corporate controller and BC/NAV project manager, Kerry demonstrates superlative leadership to guide teams through technological change. 


Since 2010, Kerry has been an ambassador and champion on behalf of the BC/NAV User Group community of 26,000+, where she has served as Academy Instructor, National Advisory Board member, Programming Committee member, Dynamics Credentialed Professionals Council Chair, and frequent presenter. She is a 5-time Granite award winner and All-Star–the group’s highest recognition. Every year since 2017, Kerry is one of a handful of women to receive Microsoft’s global MVP Award. A partial list of Kerry’s credentials includes Master of Accounting & Financial Management–MAFM (Keller Graduate School of Management, DeVry University), MBA (University of Phoenix), and BA (Gustavus Adolphus College). She actively supports the advancement of women in leadership and carves out time to spend amongst the bees and beautiful gardens of her small farm. 

414.347.7876 § § 

Kim Dallefeld


Independent Consultant | Senior Trainer/Implementation Consultant

Dallefeld Consulting LLC | New View Strategies, Inc. (NVS) 

Microsoft Dynamics 365 Business Central | Microsoft Certified Trainer | BC/NAVUG All-Star & Presenter



Certified in Dynamics NAV 24 years ago (yes she started on version 1.0)! Kim has experience in virtually all areas of the NAV/Business Central including programming, design, analysis, training, implementation and sales demos combined with practical business knowledge (counting inventory, scheduling production, preparing payroll and financial statements, etc.) Combine her knowledge of accounting with her consulting background and you have a unique set of skills rarely found in a technically oriented individual. If asked, she will tell you that “bridging gaps in understanding is her forte.”


In addition applying her practical skills to help users identify what they need and want out of their BC/NAV, Kim has also come to be known as the “go-to” person for inventory management, costing and reconciliation training, troubleshooting and support. She has presented multiple times on inventory and other BC/NAV topics at user group meetings and conferences. She is a regular instructor at BC/NAVUG Academy. Kim is a Microsoft Certified Trainer and 2019 NAVUG All-star. She has been on the BC/NAVUG Programming Committee and Board of Advisors of which she was chairperson for 2 years.


630.550.0457 § §


Online Instructions:
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Josh Flagner