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.
| License details | Credits | Status |
|---|---|---|
| Information Technology for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Information Technology for CPA in Canada | 1 CPD | Eligible |
| Information Technology for Certified Internal Auditors (CIA) | 1 CPE | Eligible |
| Information Technology for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Information Technology for Chartered Global Management Accountants (CGMA) | 1 CPE | Eligible |
| Information Technology for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Information Technology for Certified Fraud Examiner (CFE) | 1 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Information Technology for Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Information Technology for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Information Technology for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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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.
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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
Feb 24, 09:00 AM ET
Feb 24, 09:00 AM ET
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Feb 24, 11:30 AM ET
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