ConnectWise: Executive Cheat Sheet

Nov. 6 – 12:30pm, 1:45pm
Cloister North

This break-out session is designed for executives who want to get a real-time view of what’s happening in their business. Our motto “if it didn’t happen in ConnectWise, it didn’t happen” applies here. Topics included are, KPI’s, Financial dashboard, Services dashboard, SLA dashboard, My Approvals screen.

Kay VanDerLeest
Senior Business Consultant, Consulting Services
ConnectWise

Kay is one of the original members of the ConnectWise University and Consulting team. Most new users are familiar with her voice before they even meet her!

Kay has many years experience in software project management. Prior to joining ConnectWise, she developed project accounting processes and trained end users for Niku Corporation, a global services and relationship management software company. She also handled projects and training for GEAC Computer Corporation, a global ERP software company.

She holds a Bachelor of Arts degree from Virginia Commonwealth University.

Kay is certified in ITIL v3Foundation.

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Jeanine Sullivan
Senior Business Consultant
Consulting Services ConnectWise

Jeanine Sullivan, Senior Business consultant, works directly with the the company’s rapidly growing customer base, ensuring partners are fully engaged and continually leveraging the professional service automation tool to its maximum potential. She brings more than 16 years of experience to the position, most of which was honed in the IT industry.

As director of Administrative Operations for Compuquip Technologies Inc., a large Miami-based technology solution provider, Sullivan established operational policies and procedures to help improve that company’s support for clients. Prior to this position, Sullivan was Compuquip’s chief financial officer. In this role, she directed the company’s accounting and financial management functions and attained mastery of ConnectWise’s professional services automation software solution. Sullivan’s other leadership experiences with Compuquip include her work as company controller.

Prior to her tenure at Compuquip, Sullivan was chief executive officer for Miami-based custom furniture manufacturer Artco Store Fixtures Inc. In this capacity, Sullivan increased revenues – over 100 percent within the first six months – and productivity by automating intradepartmental operations.

A graduate of Florida International University, Sullivan earned a bachelor’s degree in accounting and finance. She has also completed a number of continuing education courses and is an active member of the National Society for Public Accountants

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