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

Blair Cook, CPA, CA, MBA

Executive Finance Partner Inc.

  • CPA Canada
  • CFE
  • CITP
  • CPA
  • Tax Preparer

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

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