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Accounting technology is evolving rapidly, yet most implementations fail, not because the software is inadequate, but because firms attempt to automate broken or undefined processes. In this session, CPA and systems‑implementation expert Stefanie Ricchio, demystifies the real reasons implementations derail and provides a practical roadmap for doing them right.

Drawing on nearly a decade of experience supporting firms and finance teams through successful deployments, Stefanie bridges people, process, and technology to show how CPAs can move from overwhelmed end‑users to confident system advisors. Participants will learn the critical differences between implementation and adoption, how to avoid the most common (and costly) pitfalls, and how to redesign workflows so technology actually reduces burnout, improves margins, and strengthens decision‑making.

If your firm has ever regretted a tool purchase, dealt with chaotic workflows, or struggled to gain buy‑in during change, this course gives you the clarity and framework you’ve been missing.

Lessons Covered:

• Automating Chaos
• Six Reasons Why Implementations Fail
• The Impacts of Getting an Implementation Wrong
• So How Do You Get It Right?
• Lifecycle of an Accounting Implementation
• Architects vs Tool-Users

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Upon completion of this course, you will learn:

• A practical framework to evaluate tech decisions.
• Language to push back on premature tool adoption.
• Insight into how better systems reduce stress, not just cost.
• Why firms buy tech at the wrong moment (capacity panic).
• The difference between implementation and adoption, both being critical to success.
• How skipping process design increases burnout and write-offs.
• What “process before tools” actually looks like in practice.
• How this shifts the CPA’s role toward advisor and systems thinker.