March 28, 2022
1:00 pm - 2:00 pm

Register ›

How to Successfully Select and Deploy New Technologies to Your Business

This webinar will be presented in collaboration with Wiss.

The process of introducing new technology to your business can seem like a big undertaking. But, in an increasingly digital world, boosting efficiency through new technology can mean hours of time saved for both your team, and your customers. With the right technology, you can ensure that everyone on your team understands the processes and strategy necessary for a streamlined system. Join GRF and Wiss for a collaborative discussion on the opportunities and pitfalls associated with system implementation. During the session, we will discuss:

System Selection Best Practices and Common Pitfalls:

• The importance of documenting your requirements and processes
• Defining your project teams
• Formalizing your execution strategy
• Implementation Planning

Project Management & Implementation:

• Executive messaging
• System Design and Configuration
• Integration scoping
• Training and User Adoption


Jim Norton, CPA

Former Principal, Accounting Technology Services

Read Bio

Luis Rivera

Moderator; Client Success Advocate, Accounting Technology Services

Alex Volpi

Technology Advisory Practice Leader, Wiss

Read Alex’s bio

Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of technology implementation.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Accounting Technical
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns