FIN14 - Efficient Month-End Documentation = Efficient YE Audit

Thursday, October 12
2:30 PM - 3:30 PM
Location: Canal C - Delta Mezzanine Level M

Format: Presentation
Level: Basic
CPE: 1
Version: Any

Join this popular session for guidance on what procedures to follow at month-end and how to organize documentation of such to create source documents that will result in a more efficient year-end audit. Barbara & Bob tag-team across the Dynamics GP core modules to make certain no audit stone remains unturned at closing!

Learning Objectives:

Barbara N. Gavron

Dynamics GP Consultant

Barbara Gavron has experience with accounting systems from both sides – both as a user and as a consultant. Prior to becoming a Dynamics GP consultant in 2005 she managed 2 successful Great Plains implementations and was a key individual in a 2-year JDEdwards worldwide ERP implementation with a former employer. Knowing the software from the users’ point of view makes Ms. Gavron a valuable resource to clients, as she can provide solutions and advice for clients from their perspective.

Along with providing effective consulting services, solutions, and advice for clients using Microsoft Dynamics Great Plains, Ms. Gavron performs Business Needs Analyses – a critical part of pre-implementation data gathering which results in a more successful transition to Great Plains. In addition to consulting and business analysis, she also serves as Great Plains instructor and conducts training courses for clients for the basic modules, as well as FRx/Management Reporter.

Ms. Gavron has 30+ years of business experience and has held a variety of accounting and financial positions, including Senior Auditor (Deloitte & Touche), Controller, and Financial Analyst. Ms. Gavron is a CPA in the State of Florida and holds a Bachelor of Science in Accounting from Villanova University. She is also a credentialed GP consultant, having passed the certification exam at GPUG Summit in Reno in 2015.


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Bob McAdam

GPUG General Manager
Dynamic Communities

Bob is GPUG's General Manager within Dynamic Communities, a fast-growing business management organization that develops and supports Microsoft Dynamics user groups like GPUG. Previously, he spent several years in the Dynamics GP partner channel where he sold, designed, and deployed Dynamics GP solutions in a variety of industries. In addition to GPUG programming, Bob fulfills regular training opportunities in both live & virtual classroom settings for the GPUG Academy and is a member of the Dynamics GP Credentialling Committee at Bob is also a regular contributor to the GPUG Summit Planning Committee, a Microsoft Certified Trainer, a periodic blogger on GPUG Collaborate, and co-host of Enterprise Software Podcast. He serves on the Board of the IAMCP Tampa Chapter as well.

Bob began his Dynamics GP career in 1998. Born and raised in western New York, Bob earned his undergraduate degree from St. Bonaventure University in 1987 and his MBA from Clarkson University in 1992, but permanently relocated to the Tampa Bay area with his family shortly thereafter, where he has been ever since.


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