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Monday, June 5, 2023 Live Webcast

Implementing System Changes: Success Planning & Leadership (X2-38745)

9:30 AM - 11:30 AM EDT
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

What actions can financial professionals take to increase the odds of a successful system implementation? This session will show you how to be a key player on the team by focusing on specific areas in the project planning and delivery process that improve results. Learn how to use components of a project plan to transparently manage a project from the planning phase through embedment.

DESIGNED FOR

Business leaders, CEOs, CFOs, accountants, corporate financial managers, business owners, risk managers, Controllers, entrepreneurs, consultants, and the professionals who advise them. If you have ever worked on a new system, this will help make your next

BENEFITS

After attending this presentation you will be able to...

  • Identify the key areas that financial professionals should focus on to achieve success in system implementations and changes.

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Setting the stage for a successful implementation
  • Assigning the right resources
  • Creating and utilizing a project plan
  • Communicating effectively
  • Providing post implementation support
  • Recognizing the wins
  • Capturing lessons learned

COURSE LEVEL

Intermediate

PREREQUISITES

At least six (6) months of professional financial statement analysis experience, or at least six (6) credit hours of corporate finance classwork at an accredited university.

ADVANCE PREPARATION

None

INSTRUCTOR

Anita Layton

Anita Layton, CPA, M.B.A., CMA

Anita Layton, CPA, M.B.A., CMA, is a financial executive based in Charlotte, NC. Her expertise is in leading process improvement initiatives, implementing financial systems, and managing corporate finance. She gained her experience working with an international construction management and development company. Anita received her MBA from the University of North Carolina at Charlotte. She is an adjunct professor for UNC Charlotte.