If your month-end close takes too long, your revenue data doesn't reconcile cleanly, or you're considering a new ERP because "the current one can't handle our complexity," this session will show you how to diagnose whether you have an ERP problem or a data problem, and which one to fix first.
Led by Jason Berwanger, CEO of HubiFi, and Walter Merkas, Market Leader, Business and Management Consulting Services at Withum, we'll walk through three real scenarios from high-growth companies dealing with Stripe, Zuora, Chargebee, and other billing platforms feeding into NetSuite, Sage Intacct, or QuickBooks. You'll see the actual timeline, cost, and effort required to replace an ERP versus unifying fragmented revenue data in your existing system.
In order to be awarded the full credit hours, you must be present and participate in at least three poll questions, and remain on the line for the duration of the webinar.
Participants will earn 1.0 CPE credits. Sponsor ID: 169732
Prerequisites: Attendees should have 3-5 years prior industry experience and knowledge of audit-readiness procedures.
Advanced Preparation: None
Program Level: Beginner. Attendees should have 3-5 years prior industry experience and thorough knowledge of audit-readiness procedures.
Who should attend: Revenue accountants, Controllers, Heads of Finance
Delivery Method: Group Internet Based
Field of Study: Accounting
This program has no fee. For more information regarding administrative policies, such as complaints, refunds, and cancellations, please contact Christine Butchko at Christine@HubiFi.com.
HubiFi 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.
Diagnose whether slow closes and reconciliation issues stem from ERP limitations or data fragmentation across billing systems.
Calculate the true cost and timeline of replacing your ERP versus implementing automated data unification.
Identify which revenue processes can be automated immediately and which require human review (and why).




