How To Keep A Technology Implementation On Track 1 Credit
Digital Transformation Part 3
Learning mode
Embarking on a major technology implementation journey, such as integrating a general ledger system, can be a daunting task fraught with challenges. In this online webinar, FORVIS presents a comprehensive guide on effective planning strategies to ensure a successful implementation. It is designed to equip participants with essential insights, tips, and tricks to navigate common hurdles and prevent derailment during the implementation phase.
This webinar, the final installment in the three-part series, focuses on crucial aspects necessary to maintain the trajectory of a technology implementation. FORVIS experts will delve into building a comprehensive roadmap for system implementation, guiding attendees to develop a meticulous checklist of considerations essential for a smooth transition. Furthermore, participants will gain insights into identifying key resources instrumental in steering clear of common missteps, ensuring an efficient and successful implementation process.
Major Topics Covered
Join us for this CPE Information Technology webinar where we provide actionable strategies to make sure your system not only launches smoothly but also operates optimally from day one. It is a must-attend for professionals seeking practical guidance to keep their technology implementations on track and maximize the benefits of their systems.
Enter your qualification details to ensure this course is counted toward your compliance.
Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Corinna is a Managing Director in the New York City office of FORVIS, where she leads its Advisory Services and Emerging Outsourced Accounting Services practices.
Corinna brings over 25 years of experience as a finance executive, where she has provided interim- and outsourced-CFO services to a wide range of companies. Well-known for her strong project management skills and providing unmatched client experiences, Corinna is widely regarded for her ability to quickly assess an organization’s needs and execute engagements in a timely manner. She excels at leveraging technology to automate and enhance efficiencies, and redesigning accounting departments to provide for effective internal controls over financial reporting processes which also support the strategic plans of the organization.
She is a frequent speaker at regional and national conferences. Prior to joining FORVIS, Corinna ran her own consulting practice, specializing in outsourced and interim CFO engagements, special projects, and PMO engagements. Corinna began her career in audit at Deloitte and then moved into the private sector and nonprofit arena serving in finance executive roles.
Karen is a managing director in FORVIS’ Business Technology Solutions (BTS) group. After spending three years in audit, Karen transitioned to the BTS group and now leads the Sage teams. She has served clients throughout a number of industries in the firm, providing assistance with software selection, software implementation, business process redesign, and project management projects.
Andrew has 12 years of experience serving in financial leadership roles. He is versed in all aspects of internal and external reporting, grants management and procurement, system implementations, and accounting system automation design. He also has expertise in dealing with tax matters for exempt organizations, payroll tax considerations, and other filings.
Prior to joining FORVIS, he ran the accounting department for a large microfinance institution, helping them centralize all accounting systems for their nationwide operations. He oversaw numerous system implementations. He also was a managing tax accountant at a regional public accounting firm specializing in 990 preparation and review.
Andrew has extensive hands-on experience dealing with the complexities of managing large budgeting processes for numerous organizations, including early childhood centers at religious institutions. This includes managing the process for large decentralized organizations (with locations nationwide) in a centralized manner. These processes included priority setting, data gathering, data compiling, budget review and budget presentation.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
UO
This training was a quick 1-hour comprehensive guide on effective planning strategies to ensure a successful implementation. The session equipped me with an understanding of the enterprise ecosystem and the 7-step technology implementation plan.
DJ
great lecture
Dec 16, 09:00 AM ET
Dec 16, 11:30 AM ET
Dec 16, 01:30 PM ET
Dec 16, 03:30 PM ET
Dec 16, 04:00 PM ET
Dec 17, 09:00 AM ET
-1706089223.webp)
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
This course is included with,
Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:
Pre-selected courses for quick compliance
Connect with like-minded professionals on Teams.
Trusted by 250,000+ Professionals
