The right migration plan and implementation strategy are crucial elements for accounting firms looking to move to new technology platforms. While every practice’s situation is unique, learning from others’ challenges and successes can provide valuable insights along the migration journey. 

Watch this on-demand webinar to learn how Karen Larsen and Marsha Ackerman, both Principals at Baker Tilly, put their technology plans into motion. You will learn about the steps they took to prepare for migration, fully understand the technology and mobilize their people. 

Larsen and Ackerman share the challenges and successes they experienced, along with the insights and feedback they received from their teams. From their stories, you will gain a clear understanding of how to build your own framework for adopting new technologies that provide both immediate and long-term benefits. 

Watch this on-demand webinar to: 

• Understand how to plan and prepare for a migration, starting with the end in mind
• Learn about commonly overlooked details of an implementation strategy
• Gain insight into the importance of optimal timing and product evaluation

Karen Larsen

Principal, Baker Tilly

As a principal in Baker Tilly’s Professional Practice Group, Karen has more than 25 years of experience serving the business advisory, assurance and financial reporting needs of our clients. Karen actively leads initiatives across Baker TIlly’s assurance practice, including the Global Focus methodology solution as well as audit software technology and innovation. For the past several years, Karen has also been involved in various product development initiatives with the AICPA, including the Dynamic Audit Solution.