WR001226: Corporate Finance Technology Selection: Practical Frameworks for Vendor Evaluation and Implementation

Description

This webinar rebroadcast will provide insights on finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations, and AI-enabled tools) 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 webinar 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

Objective

* Evaluate corporate finance technology solutions (ERP, FP&A, AP/expense automation, and close/consolidation tools) using a structured, vendor-neutral framework * Assess AI-enabled finance tools using a practical capability framework to distinguish real functionality from marketing claims * Apply a weighted vendor evaluation scorecard with an emphasis on internal controls, governance, and audit readiness * Identify integration challenges, data readiness gaps, and control risks that can impact implementation success * Develop a five-year total cost of ownership (TCO) model, including hidden and ongoing costs * Implement a finance technology roadmap with key checkpoints, risk indicators, and best practices to improve ROI and reduce failure risk

Advanced Preparation

None

Required Knowledge

None

Who Should Attend

This program is designed for CPAs and finance professionals involved in evaluating, implementing, or overseeing corporate finance technology, including CFOs, controllers, accounting managers, and FP&A professionals. It is also beneficial for audit, assurance, and consulting professionals who assess financial systems, controls, and technology-related risk.