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Implementing System Changes: Success Planning and Leadership

Monday, April 28
 12:00pm - 2:00pm

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

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. 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.

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.

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

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!

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.

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Anita Layton

Helping others is one of the greatest passions of my career. Launching my own company - Pope Layton LLC - allows me to utilize my experiences and strengths to help others optimize processes, systems, and resources to prepare for a better future.

Whether you are a large corporation or a small contractor, services can be tailored to meet your need.

Key areas of focus include: • Providing financial analysis to enhance critical decisions - at the corporate level or project team level. • Conducting process reviews to establish more efficient and effective end to end processes eliminating bottlenecks and delays. • Leading finance transformations that increase your team’s effectiveness. • Setting up and managing QuickBooks for small business owners to effectively track results - saving time and money on their accounting processes and providing the data that matters. • Providing project management and change management oversite for system implementations and integrations to increase the success rates of your initiatives. • Developing and delivering customized training to help your teams excel. With my broad experience working in the construction and development industry, I am the resource you need. Let my passion for helping others drive the results you desire. Check out www.PopeLaytonllc.com for more information. Contact me at (704) 258-1569 or Anita@PopeLaytonLLC.com to learn how I can help you!

Specialties: JD Edwards and EnterpriseOne systems Oracle TM1 QuickBooks Process Improvement System Implementation Project Management Change Management Training

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Non-Member Price $124.00

Member Price $89.00