Strategically Planning For Tech Transformation 1 Credit
Digital Transformation - Part 2
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In today's evolving business landscape, technology is a driving force for organizational success. This online webinar delves into the pivotal role of strategic planning when considering a technological shift within an organization. While new technology holds immense potential for operational enhancements, it's not a one-size-fits-all solution. This course empowers participants to navigate the complexities of change by providing insights into crucial considerations and effective planning strategies for successful technological transitions.
This installment is the second in a comprehensive three-part series focused on digital transformation. It aims to equip professionals with the necessary tools to identify challenges—whether process-driven, people-driven, or technology-related—impacting technological advancements. Attendees will gain a deeper understanding of recognizing areas within their workflows that might necessitate improvements before implementing new technologies. Moreover, this CPE Information Technology webinar will offer valuable guidance on how to methodically select suitable technology platforms or vendors, ensuring a seamless and beneficial transition.
Major Topics Covered
Join us for this insightful course designed to foster a proactive approach to technological evolution, enabling participants to strategically plan and execute tech transformations that align with their organizational needs and goals.
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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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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.
NY
Easy to understand and the handout is more useful compared to Part 1.
MF
Excellent summary of pre-implementation considerations to cover
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