Webinar Details
Course Description
ERP systems can transform your business—if you’re ready. This webinar highlights the critical steps organizations must take before kicking off an ERP project. We’ll walk through segment and dimension design, continuous close readiness, accounting and operational alignment, the importance of governance and change management, and considering the alignment with your internal AI strategy. Perfect for finance, operations, and leadership teams considering technology transformation.
Learning Objectives
- Identify the critical steps organizations must take before kicking off an ERP project.
- Recognize how to align accounting and operational processes to support effective ERP design, reporting, and execution.
- Discover the role of governance and change management in ERP implementations and assess how ERP planning should align with an organization’s internal AI strategy.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance, and operations professionals and leaders considering technology transformation.
Advanced Preparation
None
Presenter Details
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Lori Love
- Technology Strategy and Alignment Leader, Eide Bailly
Lori leverages her previous experience to provide solutions to clients' business challenges including strategic planning in finance/accounting, business process management, and implementing technology to scale.
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Shaylee Olson
- ERP Director, Eide Bailly
Shaylee is the Director of the ERP practice at Eide Bailly. Her journey in the tech industry began in accounting, then to consulting, working internally in business applications, and progressively evolved into a role where she now leads a team of dedicated professionals in delivering comprehensive ERP solutions. That experience has led to a passion for bridging the gap between accounting, process, and technology.
NASBA Sponsor
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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
CPE
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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.
Purchase options
Live Webinar
ERP Readiness | What Should You Consider Before You Start an Implementation?
Sponsored by NetSuite
- Mar 10, 2026
- 12:00 PM EDT
- Credits: 1.00
FREE
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