Webinar Details
Course Description

As organizations accelerate digital transformation, CFOs are often tasked with overseeing complex software implementations and special projects that carry significant financial and operational risk. While technology promises efficiency and automation, success ultimately hinges on human involvement—strategic leadership, cross-functional collaboration, and change management.

This webinar explores why the human factor remains critical in high-stakes initiatives and how CFOs can leverage their unique position to drive alignment between technology investments and business outcomes. Attendees will gain actionable insights on:

  • Balancing automation with human oversight to mitigate risk and ensure compliance
  • Building cross-functional teams that foster accountability and adaptability
  • Embedding change management principles to maximize adoption and ROI

Defining KPIs that prioritize people alongside technology

Join us to discover practical strategies for leading digital transformation initiatives that deliver measurable results—powered by both technology and human intelligence.

Learning Objectives
  • Please refer to the course description for the learning objectives.
Prerequisites
  • None
Who Should Attend

CPAs, CFOs, controllers, and accounting/finance leaders. 

Advanced Preparation

None

Presenter Details
  • Snehal Patel
    • NetSuite Director of Technology and Innovation, Sikich

    Snehal Patel is a NetSuite Director of Technology and Innovation with Sikich. 


  • Trevor Flaxman
    • Senior Sales Architect, Sikich

    Trevor Flaxman is a Senior Sales Architect with Sikich.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Tuesday, February 24, 2026

12:00 PM EST (see additional timezones)

CPE
  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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