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

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CPA/CFF
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • IAP
  • QIAL
  • ACCA
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: February, 2021

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 of Accounting for Certified Fraud Examiner (CFE)
  • 1 CPD Credit of Business process design and engineering for Certified Information Technology Professionals (CITP)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 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 CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPE Credit of Enterprise resource planning (ERP) for Certified Management Accountants (CMA)
  • 1 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
  • 1 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 1 CPE Credit of Financial Reporting for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
  • 1 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
  • 1 PL Credit of Accounting for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit of Financial accounting concepts for Certified Corporate FP&A Professional (FPAC)
  • 1 PL Credit of Accounting for Chartered Financial Analyst (CFA)
  • 1 CRE Credit of Enterprise resource planning (ERP) for Certified Treasury Professional (CTP)

Additional details

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

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.

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