Tech transitions: A guide to smarter software moves
The session "Tech transitions: A guide to smarter software moves" offers CPAs and financial professionals practical strategies and real-world examples for leading successful software transitions—focusing on vendor evaluation, support assessment, data migration, and best practices to ensure smooth implementations and earn 1.0 CPE credit in Business Management & Organization.
Technology transitions are inevitable, but they don't have to be chaotic. As firms grow, new partners often play a key role in evaluating vendors, recommending solutions, and helping clients move to more efficient platforms. This session explores how to lead successful transitions, using real examples from both lease accounting and data extraction implementations.
We’ll cover what to look for in a software vendor beyond just features, how to assess whether they provide the right level of support, and lessons learned from transitions that went off track as well as those that exceeded expectations. Jess will also share practical tips firms can use to make future transitions smoother for both teams and clients.
Viewers will be able to:
- Identify key traits of software vendors that support smooth technology transitions.
- Recognize common red flags that signal potential implementation challenges.
- Apply best practices for preparing firm and client teams for new software rollouts.
- Understand the role of data migration in successful software transitions and how to evaluate vendor support.
CPE Information:
- Participants will earn 1.0 CPE Credit
- FOS: Business Management & Organization
In order to be awarded the full credits, you must respond to three out of the four polling questions asked during the program.
Program Details
- Program Level: Basic
- Prerequisites: None
- Advanced Preparation: None required
- Field of Study: Business Management & Organization
- Instructional Method: Group Internet-Based
- CPE Credit: 1.0
- Who Should Attend: CPAs, accounting professionals, financial analysts, and advisors responsible for lease accounting or client advisory services.
- Refunds and Cancellations: No fee to attend
For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 414-626-6685.
Crunchafi is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.