Corporate Finance Technology Selection: Practical Frameworks
Description
Objective
After attending this presentation, you will be able to... Differentiate automation, machine learning, generative AI, and agentic AI claims in finance software and identify related audit/control implications. Apply a control-focused vendor evaluation scorecard to compare finance technology vendors using consistent criteria (including potential deal-breakers). 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.
Attendee Information
Leeland Rogers, Ph.D.
Required Knowledge
None
Who Should Attend
CPAs in corporate finance and controllership roles; internal audit and compliance professionals who advise clients on finance systems selection, integration strategy, and implementation governance.
The North Carolina Association of Certified Public Accountants 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: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.