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Friday, November 15, 2024 Live Webcast

CFO Series: Successful System Implementations: Planning! (X2-47644)

11:00 AM - 1:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

System changes are common, so why does seemingly every new system update or installation have multiple, new problems? We will review the causes and effects, including a short-term outlook. We will focus on the best practices of successful organizations, specifically the one key task for success - proper planning.What are the steps to take? Which functions need to be involved? How can you reduce risk? These actions can be applied to small system changes, system upgrades, or large ERP systems. Do not make the same mistake over and over - learn from others who have paid the hefty price.

DESIGNED FOR

CEOs, Corporate Financial Leaders, business owners, entrepreneurs, CFOs, Controllers, Accountants, Board members, advisors, Consultants and professionals who advise them. CPAs who want to improve their success in systems implementations.

BENEFITS

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

  • Analyze best practices in effective system implementation
  • Identify what pitfalls to avoid

HIGHLIGHTS

The major topics covered in this course include:

  • The consequences of failure to plan and why shortcuts cause even more issues.
  • How to learn from our previous mistakes.
  • No two installations are the same! A team effort, with the right people, is required! Tests and testing are mandatory.
  • Why cheap costs more.
  • How accounting should communicate.
  • Managing the organization to enable better system implementations.

COURSE LEVEL

Intermediate

PREREQUISITES

At least six (6) months of professional financial statement analysis experience. Preferable to have experince with sytems implementations.

ADVANCE PREPARATION

None

INSTRUCTOR

Tracy Cooper

Tracy Cooper, CPA

Tracy Cooper, CPA is a specialist in accounting technology solutions and business process improvement. She is based out of Little Rock, Arkansas. She established her consulting firm in 2006 to serve small and mid-size businesses in resolving their accounting, technology, business process, and reporting challenges. She started her career with Price Waterhouse, and eventually moved to the Telecom sector, where she spent 12 years with ALLTEL, holding senior positions in Credit Collections and Fraud, and Business Processes. Tracy’s ability to communicate at both the strategic and tactical levels has given her the privilege of leading training with individuals and groups of all sizes throughout her career, both in the US and abroad. Tracy graduated from The University of Texas San Antonio summa cum laude. She is an avid sports fan, who enjoys cooking, days at the lake and has recently taken up learning to fly. With two grown children, she and her husband hope to soon resume their traveling ways.

PRICING

$79.00 - Member

$99.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings