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(s):
Learn what to include in your technology implementation change management plan.
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
  Order Podcast

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 and Moderator Bios
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.

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

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.