April 28, 2025

Webinar

2 CPE

Webinar (CPA Crossings): Implementing System Changes: Success Planning & Leadership 🗓️

April 28, 2025
Webinar
2 CPE

Webinar (CPA Crossings): Implementing System Changes: Success Planning & Leadership 🗓️

  • Instructor

    Anita
    Layton

🗓️ View additional dates for this course

What actions can financial professionals take to increase the odds of a successful system implementation? This session will show you how to be a key player on the team by focusing on specific areas in the project planning and delivery process that improve results. Learn how to use components of a project plan to transparently manage a project from the planning phase through embedment. These actions can be applied to small system changes, system upgrades, or large ERP systems. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to...

  • Identify the key areas that financial professionals should focus on to achieve success in system implementations and changes.

Major Topics

The major topics that will be covered in this class include:

  • Setting the stage for a successful implementation
  • Assigning the right resources
  • Creating and utilizing a project plan
  • Communicating effectively
  • Providing post implementation support
  • Recognizing the wins
  • Capturing lessons learned

CPE Credits Available

2 CPE
2
Business Management & Organization

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Professional Development

Prerequisites

At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.

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

Business leaders, CEOs, CFOs, accountants, corporate financial managers, business owners, risk managers, Controllers, entrepreneurs, consultants, and the professionals who advise them. If you have ever worked on a new system, this will help make your next implementation better!

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
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  • COCPA Non-Member

    $ 116 116
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