Best Practices to Help You Lead Technology Changes at Your Firm

Date: Tuesday, December 17, 2019
Time: 11:00 AM ET / 10:00 AM CT / 09:00 AM MT / 08:00 AM PT [Prevailing Time]
Presenter(s): Lacy Magby, Vice President of Sales, Conarc & Jeanie Price, PAFM, Partner, DeLeon & Stang
Objective: Learn what to include in your technology implementation change management plan.
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.
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Course Description
Once you have chosen to make a technology change at your firm, you need to have a solid change management process in place. Many firms underestimate how much time it takes to overcome team resistance and a successful implementation often comes down to your firm’s ability to manage and communicate the change initiative within the organization. However, with the right plan, you can not only lead productive change but also accelerate it. In this session, we will discuss things for leadership (Firm Leaders, Managers, CTO’s, Administrators, Partners) to consider when making big changes and best practices on how to roll out a new technology platform at your organization.

Presenter Bio(s)
Lacy Magby, Vice President of Sales, Conarc, has over 10 years of experience in management, implementation and client services with 8 of them being focused on business-wide software solutions and change management. She specializes in helping businesses improve processes with technology solutions and software integrations. Lacy has a strong focus on customer service, communication, and building community.

Jeanie Price, PAFM joined DeLeon & Stang, CPAs & Advisors as an administrative assistant in September 1991 and was named partner in January 2009. She also serves as Director of Administration, with the responsibility of managing the firm. This role encompasses overseeing DeLeon & Stang’s day-to-day operations, such as staff supervision and training, strategic planning, human resources, quality control, and marketing. As part of the firm’s management, Jeanie helps create and implement policies and decisions, as well as manage the responsibilities and activities of the staff. Additionally, she is responsible for the firm’s information technology and the automation and management of the firm’s finances and internal accounting. Jeanie also currently serves on the CPAFMA national board of directors.

$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.