Tactical Business Systems – Getting the Most from Information Systems and ERP WEBCAST
Overview
CFOs are increasingly accountable for the effectiveness of information systems, even if IT does not formally report to them. This session focuses on the tactical role finance leaders play in evaluating, selecting, implementing, and managing information systems. Participants will gain a practical framework for understanding IT, ERP systems, security, and emerging technologies such as AI. The session emphasizes asking the right questions, aligning systems with strategy, and avoiding common pitfalls that cause system implementations to fail.
Highlights
The CFO’s role in IT and systems governance. Understanding what IT, ERP, and AI do and don’t do. Common system problems and why implementations fail. Defining system needs before selecting software. Documenting current processes and identifying gaps. ERP selection, implementation steps, and risk management. Cybersecurity, data security, and technology risk. Post-implementation measurement and continuous improvement.
Prerequisites
None.
Designed For
This course is designed for finance and accounting professionals who are responsible for translating financial strategy into execution.
Objectives
Identify the CFO’s tactical responsibilities in evaluating, selecting, and overseeing information systems, including ERP, security, and emerging technologies such as AI. Apply a practical framework for asking the right questions to ensure information systems align with organizational strategy and operational needs. Recognize common system implementation risks and pitfalls and describe actions finance leaders can take to improve implementation success and ongoing system effectiveness.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Bob Mims, The Knowledge Institute, LLC
Bob Mims, CPA, is currently serving as a CFO and Chief People Officer for a startup venture. A three-time national instructor of the year for KPMG, Bob has also authored multiple courses for Fortune 500 brands in leadership, strategy, and accounting. He served terms on two advisory councils for FASB and currently chairs the Environmental Roundtable. Bob lives in Memphis, TN with his wife and large family with multiple pets.
Non-Member Price $119.00
Member Price $89.00