Implementing System Changes: Success Planning & Leadership

Course Details

Date

Monday, April 28, 2025

10:00am – 12:00pm (Registration: 3:02pm)

Location

Online

Field of Study

Management

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CPA Crossings

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.

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.

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

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.

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 implementation better!

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