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Webinar Recording

Practical Guidance from a CPA Firm for Selecting a New ERP System

Date: Tuesday, June 27, 2017
Time: 12:00 pm - 1:00 pm EDT
As a finance professional, at best you’ve probably only participated in a couple of ERP selections during your professional career. As a CPA firm, RSM has helped thousands of mid-market companies select a new ERP system. There are many common pitfalls to watch out for and one of the biggest is being sold by the software vendor itself. Large discounts tied to quarter or year-end might entice some companies to pull the trigger, while others might be drawn into signing early to take advantage of the vendor’s rapid implementation methodologies. Falling for these tactics while potentially lucrative from a financial perspective, commonly leads to poor or failed ERP implementations and little to no ROI. Over the span of decades of helping finance professionals succeed, RSM has developed an optimal process for selecting a new ERP system.

Join RSM on this webinar as we look at practical guidance from a CPA firm for selecting a new ERP system. We’ll address everything from signs that you’re outgrowing your current system to the tactical steps you need to take to be the hero of your ERP project. Let RSM help you see through the fog of ERP vendors and highlight the tools you need to evaluate, select, implement and support a new ERP system.
Join us to learn:
How to know when you’ve outgrown your current ERP
How to avoid the common pitfalls that mid-market companies face during an ERP selection
How to evaluate different software solutions
How to select the right implementation partner and
Gain tactical advice for steps to take in order to have a successful ERP implementation

Speakers

Matt Kenney, Principal, RSM US LLP
Matt Kenney
Principal, RSM US LLP
Matt Kenney is a Principal of the technology consulting practice for RSM US LLP. Matt is based out of Colorado where he provides leadership and technical expertise in the areas of software selection, professional services, system integration and application development. Matt is also focused on exploring client business processes and procedures, assisting in identifying their needs and designing systems to meet those needs.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor RSM US LLP
RSM US LLP - RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with 9,000 people in 90 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Specialized Knowledge
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Specialized Knowledge
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits