Implementing System Changes: Success Planning & Leadership

What actions can financial professionals take to increase the odds of a successful system implementation? This session will show you how to be a ke...

4/28/2025 11:00am - 1:00pm  |  Online  |  CPA Crossings

Members: $89.00, Non-members: $114.00

CPE Categories: Management of a Practice (2 CPE)

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Description

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. These actions can be applied to small system changes, system upgrades, or large ERP systems. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Presented by The Knowledge Institute, LLC

Target Audience

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 implementation better!

Course Objectives

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.

Subjects

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

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.