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Digital Transformation Part 2: Strategically Planning for Tech Transformation

DIGITAL TRANSFORMATION PART 2: STRATEGICALLY PLANNING FOR TECH TRANSFORMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

There comes a time in every organization when a change in technology is necessary. Although new technology can greatly improve the operations of a company, it's not always a silver bullet to fix everything. Whether it's general ledger, HRIS, or accounts payable systems, proper planning is essential for a smooth transition. Join us for an informative webinar as we share insights to help you strategically plan for a change in technology. 

Learning Objectives:


  • Identify whether challenges are process-driven, people-driven, or technologically driven 

  • Recognize areas where process improvements might be needed before a technological change 

  • Describe how to select a new technology platform or vendor


This webinar is the second part of a 3-part series. Please see Part 1 HERE and Part 3 HERE

The information set forth in this presentation contains the analysis and conclusions of the author(s) based upon his/her/their research and analysis of industry information and legal authorities. Such analysis and conclusions should not be deemed opinions or conclusions by FORVIS or the author(s) as to any individual situation as situations are fact-specific. The reader should perform their own analysis and form their own conclusions regarding any specific situation. Further, the author(s)’ conclusions may be revised without notice with or without changes in industry information and legal authorities. FORVIS has been registered in the U.S. Patent and Trademark Office, which registration is pending.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Corinna Creedon

Forvis Mazars
Managing Director | New York Office Advisory Services Practice Leader
[email protected]

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Corinna is a Managing Director of Forvis Mazars and leads its National Nonprofit Advisory Services Practice, as well as the New York Metro Area's Emerging Outsourced Accounting Services and Advisory Services Practices. Corinna is also the National Leader for Forvis Mazars’ Nonprofit Digital Technology Strategy and Innovation team.

She brings more than 25 years of experience as a finance executive, where she has provided interim- and outsourced-CFO services to a wide range of organizations. Well-known for her strong project management skills and providing unmatched client experiences, Corinna is widely regarded for her ability to quickly assess an organization’s needs and execute engagements in a timely manner. She excels at leveraging technology to automate and enhance efficiencies, and redesigning accounting departments to provide for effective internal controls over financial reporting processes which also support the strategic plans of the organization’s mission.

Corinna is a frequent speaker at regional and national conferences such as the Annual AICPA CIMA Nonprofit ENGAGE Conference. Prior to joining Forvis Mazars, Corinna ran her own consulting practice, specializing in outsourced and interim CFO engagements, special projects, and PMO engagements. Corinna began her career in audit at a Big 4 accounting firm and then moved into the private sector and nonprofit arenas serving in senior finance executive roles.
She is a member of the American Institute of CPAs and the New York State Society of CPAs.

Corinna holds dual degrees in accounting and international business from NYU Stern School of Business and is a licensed CPA in New York. She has also been honored as one of Crain’s New York’s Notable Leaders in Accounting and Consulting in each of 2020, 2021, 2022 and 2023.

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Andrew is a Director of Forvis Mazars and the office Champion of the New York Metro Area Nonprofit Advisory Services Practice, as well as the Nonprofit Advisory Services Digital Technology Strategy and Innovation Team. Andrew has 13 years of experience serving nonprofit and public sector organizations. He is versed in various aspects of internal and external reporting, grants management and procurement, system implementations, and accounting system automation design. He also has experience in dealing with tax matters for exempt organizations, payroll tax considerations, and other filings.

Prior to joining Forvis Mazars, he ran the accounting department for a large microfinance institution, helping them centralize all accounting systems for their nationwide operations. He also was a managing tax accountant at a regional public accounting firm specializing in Form 990 preparation and review.

Andrew is certified in FENXT and Sage Intacct. He has intimate knowledge and training on many other GL, AP, Budgeting, Purchasing, and Fixed Asset Platforms.
He is a member of the American Institute of CPAs and is a licensed CPA in New York and Pennsylvania.

Andrew is a graduate of Muhlenberg College, Allentown, Pennsylvania, with a B.A. degree in accounting and finance.

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Karen Bodach, CPA, MBSCP

Forvis Mazars
Managing Director
[email protected]
(417) 831-7283

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Karen is a managing director in Forvis Mazars’ Business Technology Solutions (BTS) group. After spending three years in audit, Karen transitioned to the BTS group and now leads the Sage teams. She has served clients throughout a number of industries in the firm, providing assistance with software selection, software implementation, business process redesign, and project management projects.

About Our Presenter

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.