This panel discussion will help you identify when it is time to initiate a technology search and how to sort through all of the marketing hype for the solutions that you are considering. We will share advice on best practices to help you identify what you need and determine when you need it. We are bringing our A-list to the table. Lacy Magby, seasoned Implementation Expert, will moderate the conversation with Tiffany Roussel, Business Application Manager, Honkamp Krueger & Co., and Meredith Jolly, CEO, Conarc.
Objectives: How to identify when the pain of making a change is worth it; Best practices in comparing your options.
Tiffany K. Roussel, Business Application Manager, Honkamp Krueger & Co., LEAN Six Sigma Green Belt, specializes in process improvement and data-driven results. She assists in the standardization and implementation of applications and other technology initiatives. Her focus is on business process improvement and developing and training on best practices. She has over 10 years of experience managing people with 6 years in the accounting industry and 5 years specific to the tax process.
Meredith Jolly, CEO, Conarc, has extensive experience in management, business growth, customer service, and software development. Her mission at Conarc is to support and grow the team while maintaining and improving the product and service. She is a servant leader who inspires her team to embrace continuous professional development. Meredith has a BA in Mathematics/Economics from Agnes Scott College and an MBA from Georgia State.
Lacy Magby, Vice President of Sales, Conarc, has over 10 years of experience in management, implementation and client services with 8 of them being focused on business-wide software solutions and change management. She specializes in helping businesses improve processes with technology solutions and software integrations. Lacy has a strong focus on customer service, communication, and building community.
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs