Virtual
CFO Series: Successful System Implementations: Planning!
Date: Dec. 17, 2024
Time: 12 – 2 p.m. PT
Overview
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 to 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. Developed By: The Knowledge Institute, LLC.
Product Code
1000003119-127703
Credit Type
CPE: 2CPE-Technical: 2Intended Audience
CEOs, Corporate financial leaders, CPAs, business owners, Corporate financial managers, entrepreneurs, CFOS, Controllers, Accountants, Board members, Advisors, consultants, and the professionals who advise them. CPAs in public practice and CPAs in industry who want to improve their success in systems implementations
NASBA Field of Study
Information Technology
Level of Difficulty
Intermediate
Prerequisites
At least six (6) months of professional financial statement analysis experience
Advance Preparation
None
Learning Objectives
Major Subjects
- Consequences of failure to plan
- Why do shortcuts cause even more issues?
- We must 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 should accounting communication
- Managing the organization to enable better system implementations
Faculty
