1 CPE Credit

Switching to a new ERP.

In this session, certified NetSuite implementation consultant and CPA, Erlyn Ordoñez, will provide an overview of the steps and decisions involved in making a transition to an ERP.
Tue, Jun 29, 2021 | 2:00pm ET / 11:00am PT

About this webinar.

Wondering whether it’s time to switch to a new ERP? Have you made the decision to migrate but are not sure where to start? Join us for guidance on how to think about the switch and what to include in your implementation strategy. In this session, certified NetSuite implementation consultant and CPA, Erlyn Ordoñez, will provide an overview of the steps and decisions involved in making a transition to an ERP. Switching to a new GL is a big undertaking for a company, proper planning is essential, we’ll help you get started with a clear roadmap.  

Key takeaways: 

  • Questions to ask before the migration process and selecting a date. 
  • Considerations for restructuring your chart of accounts. 
  • How to define roles and expense policies. 
  • Dos and don’ts of hiring a consultant. 

CPE credit: One CPE credit offered for successful completion.

Program Level: Basic

Prerequisites: Familiarity with GL systems like QuickBooks Online, NetSuite, Xero, or Intacct.

No advanced preparation needed.

Free to attend.

Learning objectives.

Questions to ask before the migration process and selecting a date.
Considerations for restructuring your chart of accounts.
How to define roles and expense policies.
Dos and don’ts of hiring a consultant.
1 CPE Credit

Watch the recorded webinar now.

Register to attend this webinar.

You have found a past CPE webinar! Unfortunately we don't have anything to show you here, but keep an eye on the webinar page for upcoming CPE webinars.

About the speakers.

About the speaker.

Darcie Lamond

Director of Brand
at
Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.

Erlyn Ordoñez

Manager of Professional Services & Support
at
Airbase

Erlyn graduated from De La Salle University, Manila, as an Honorable Mention with a degree in BS Accountancy. She is a Certified Public Accountant (CPA), a Certified Internal Auditor (CIA), a Certified NetSuite ERP Consultant, a Certified NetSuite Administrator, and a Certified NetSuite Financial User.

at

at

Links to complaint resolution and cancellation policy.

Official National Registry Statement:
Airbase 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.