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ERP - What Every CFO Should Know About Implementing a New ERP

  • ACCT/BK
  • CPA (CA)
  • CFE
  • CPA/CITP
  • CPA (US)
  • CA - ICAEW
  • ORTP
  • Maryland Tax Prep.
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: February, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Enterprise Resource Planning
    2 mins
  • Cloud vs On Premise ERP Support and Security
    9 mins
  • Hire an ERP Consultant
    18 mins
  • Cleaning Your Data
    25 mins
  • Define what success looks like
    38 mins

Course Description

An ERP system by design spans the breadth of the organization and as such requires a high level of coordination and collaboration across the business.  With so many options available, the task of where to start and how to think through start up elements of your own ERP initiative can be daunting for any CFO.   

Implementing a new ERP system is a daunting task for any CFO. In this webinar, Jennifer Nicholson, a many-time CFO, who has recently gone through implementing a new ERP system shares with you her own insights and experience with the ERP implementation process. Whether you have begun already, are just beginning, or merely contemplating a change to your systems, this course will guide you through all the relevant stages of the implementation process.

Key topics included in the webinar:

  • ERP system and the various modules that are typically included
  • About the different deployment models for your ERP system
  • How to initiate your ERP project
  • Selecting an ERP vendor and engaging an ERP consultant
  • The human challenges associated with implementing an ERP system
  • Importance of cleansing data and applying it
  • Different types of testing you need to consider and perform before going live with your new ERP
  • Different types and timing considerations of training
  • Managing the ERP budget will be another challenge
  • Why do you need an ERP system?

Learning Objectives

  • To define what an ERP system is and describe its purpose.
  • To describe how to structure your ERP implementation initiatives
  • To discuss various approaches for configuring, deploying and selecting an ERP system
  • To discuss people and change management considerations of ERP implementation
  • To explore the need for data cleaning, testing, and user training

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Chief Accounting Officer
  • Cloud Accountants
  • Entrepreneurial Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CPD Credit for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Blair Cook, CPA (US), CA - ICAEW, MBA

Partner, Executive Finance Partner Inc.

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


About Company

Executive Finance Partner Inc.

www.executivefinance.ca/

Executive Finance Partners is a globally focused professional development, strategic consulting, and thought leadership firm. We are a group of passionate financial executives and professional corporate directors focused on development of aspiring finance executives.

Faq

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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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