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EP 78: Pam Brockhaus – Finance Director at Colorado Dental Association (Podcast)

March 21, 2022 by Tim Rodman

AUGForums.com Real Talk is an Acumatica Podcast: Acumatica User Interviews, Info, News, and More! Our Two Rules: 1. No Editing. 2. Publish Immediately.

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0:00 Introduction
2:21 Pam Brockhaus: A busy Finance Director, working for a Non-Profit
4:01 Pam Brockhaus: Growing up on a ranch near Yosemite and then all over the place
6:29 “The boss” at the first job opening the door to the world of Accounting
9:09 Getting into Governmental Accounting and JD Edwards
15:54 The benefit of a breadth of experience
17:00 The importance of Community and User Groups
18:26 The American Dental Association and the Colorado Dental Association
23:31 Frustration with QuickBooks, an “embezzlers dream”
27:37 Choosing Acumatica over Microsoft Dynamics GP
33:37 Going live with Acumatica in July 2018
34:22 YOU DON’T NEED TO IMPORT ALL OF YOUR DATA!
37:25 Pam’s feedback on Tim’s Building Generic Inquiries & Pivot Tables course
45:39 Using Power BI to communicate data visually to non-Accountants
48:08 Zebra BI and International Business Communication Standards (IBCS)
52:03 In-person events and hosting the first Acumatica User Group in Denver
56:59 Ideas on running an Acumatica User Group
1:00:47 The benefits of small in-person gatherings and gently avoiding non-disclosure agreements (NDAs)
1:06:37 Implementing Microsoft Dynamics CRM
1:09:09 Keeping things interesting at work
1:12:59 Wrapping up

Pam Brockhaus
Location: Denver, Colorado

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Filed Under: Podcast Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Podcast, Acumatica Training, Acumatica User Group

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