Webinar (CPA Crossings): CFO Series: Successful System Implementations: Planning!
November 15, 2024
Webinar
2 CPE
Instructor
Tracy Cooper
Webinar (CPA Crossings): CFO Series: Successful System Implementations: Planning!
Instructor
Tracy
Cooper
System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success
proper planning. What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over
learn from others who have paid the hefty price.
Learning Objectives
After attending this presentation, you will be able to...
Analyze best practices in effective system implementation
Identify what pitfalls to avoid
Major Topics
The major topics covered in this course include:
The consequences of failure to plan and why shortcuts cause even more issues.
How to learn from our previous mistakes.
No two installations are the same! A team effort, with the right people, is required! Tests and testing are mandatory.
Why cheap costs more.
How accounting should communicate.
Managing the organization to enable better system implementations.
CPE Credits Available
2 CPE
2
Information Technology
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
Business/Practice Management
Prerequisites
At least six (6) months of professional financial statement analysis experience. Preferable to have experince with sytems implementations.
Advanced Preparation
This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.
Intended Audience
CEOs, Corporate Financial Leaders, business owners, entrepreneurs, CFOs, Controllers, Accountants, Board members, advisors, Consultants and professionals who advise them. CPAs who want to improve their success in systems implementations.
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