Panel Discussion
December 19, 2023
11:00 am - 12:00 pm

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What I Learned from My Cloud Enterprise Resource Planning (ERP) Implementation

Are you considering an implementation of Sage Intacct’s cloud ERP solution? Like many things in life, this doesn’t come with a handbook – until now. Join us for an enlightening panel discussion that delves into the intricacies of this transformative journey, offering valuable insights for anyone considering a similar endeavor.

In this engaging discussion, you’ll gain first-hand knowledge about budgeting strategies, resource allocation, and the seamless integration of Sage Intacct into existing tech stacks. Our panelists will share their experiences, lessons learned, and “happy surprises” they encountered during implementation.

Don’t miss this enriching dialogue that promises to empower your organization’s journey towards ERP excellence.


Jim Norton, CPA

Former Principal, Accounting Technology Services

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Leah Brayman

Vice President of Finance at Reingold, Inc.

Get to know Leah.

Patrick Geryk, CPA, CFE

Chief Financial Officer at the Harold Grinspoon Foundation

Get to know Patrick.

Claire Mooney

Chief Financial and Operations Officer at Out Teach

Get to know Claire.