Corporate Finance Technology Selection: Practical Frameworks WEBINAR

Overview

Finance technology decisions can dramatically improve close speed, forecasting, and control execution-but vendor demos and AI marketing often hide integration complexity, data readiness gaps, governance risk, and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs, and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization.

Highlights

The changing finance technology landscape. AI definitions. Five common challenges in finance tech projects and how to address them. Vendor evaluation scorecard. Five-year total cost framework. Four-phase implementation roadmap with checkpoints and red flags.

Prerequisites

None.

Designed For

CPAs in corporate finance and controllership roles; internal audit and compliance professionals who advise clients on finance systems selection, integration strategy, and implementation governance.

Objectives

Differentiate automation, machine learning, generative AI, and agentic AI claims in finance software and identify related audit and control implications. Apply a control-focused vendor evaluation scorecard to compare finance technology vendors using consistent criteria. Develop a five-year total cost model that includes hidden and ongoing costs beyond Year 1 licensing. Identify key implementation checkpoints and red flags across a four-phase roadmap to reduce risk, support adoption, and improve ROI measurement.

Preparation

None.

Notice

None.