AM24: Journey to the Cloud: Navigating an ERP Implementation

AM24: Journey to the Cloud: Navigating an ERP Implementation

Recorded On: 07/23/2024

Transitioning to a modern, cloud-based ERP has many benefits. However, to realize these benefits, colleges and universities must navigate cultural, organizational, and technical challenges. In this panel discussion, finance leaders from three public institutions will examine the challenges they faced—and how they addressed them—before, during, and after their cloud transformation projects. Panelists will also share the benefits they realized at the end of their efforts, including money and time saved, employee experiences enhanced, and simplified IT infrastructure.

Learning Objectives

  • Identify operational benefits of modernizing IT infrastructure
  • Articulate challenges that will occur during implementation
  • Formulate an implementation plan with a consideration for change management best practices

CPE Available: 1.5 Credits in Information Technology

Each individual must register and attend separately to earn credit.

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NACUBO 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


Event Information

  • Level: Intermediate
  • Prerequisites: Minimum 1-2 years of experience as a professional in higher education or a related private industry.
  • Advanced Preparation: None
  • Delivery Mode: Group internet based
  • Field of Study: Information Technology
  • Length: 75 minutes

Steps to Earn CPE Credit

You can only earn credit for attending the session live. CPE credit cannot be earned for watching the recordings.

To earn CPE credit, you will complete the following tasks under the Content tab, after the session has ended:

  1. Pass the CPE codeword quiz. Write down the codewords posted in the Zoom chat at random times throughout the session and complete the quiz at the end of the session. 
  2. Submit the CPE check-out code displayed at the end of the session. 
  3. Download your CPE certificate. 

You have until 5 pm Eastern Time on Wednesday, July 24, to complete these three steps or report technology issues with this site to online@nacubo.org.

For more detailed instructions, review the CPE Instructions page.

Matt Skinner

Senior Associate Vice President for Finance and Administration and Deputy CFO

Washington State University

Matt Skinner is the senior associate vice president for finance and administration and deputy CFO at Washington State University (WSU). He is responsible for business and financial services, including accounting, treasury, finance, Workday systems, sponsored research accounting, real estate, student accounts, payroll, purchasing, payments, and contracts. Since joining WSU, Skinnert has served in progressively responsible roles such as university budget director, assistant vice provost for budget and planning, and associate vice president for enterprise systems. He also served as the interim vice president for information technology alongside his Deputy CFO duties.

Before joining WSU, Skinner worked at a Big Four accounting firm, providing financial assurance and advisory services. He holds a degree in accounting, an MBA, and is a licensed CPA and certified change management practitioner. He is a graduate of the NACUBO Fellows Program and serves on the WACUBO board.

Tara Smith

Vice President for Finance and CFO at University of Arkansas System

University of Arkansas System

Tara Smith is the vice president for finance and CFO at the University of Arkansas System where she serves as a member of the president’s senior leadership team with responsibilities for budgetary and financial accountability, optimization of fiscal resources across the university system, and creating financial strategies to support and enhance institutional and strategic priorities.  She graduated from the University of Arkansas at Little Rock with a BBA in business and master of business administration (MBA). She has 19 years of experience in higher education finance. Prior to serving as the CFO, Smith has served as the finance/procurement lead for the implementation of Workday financials for the UA System,  vice chancellor of finance and administration for the University of Arkansas at Pulaski Technical College as well as the deputy director of the Arkansas Department of Higher Education where she provided key leadership in research, analysis, and recommendations for all statewide financial policies and funding models for all public institutions of higher education.  

Erick Winger

Associate Vice President Finance/Controller

University of Washington

Erick Winger is the associate vice president finance/controller for the University of Washington and is a customer support manager and project manager in financial management at the University of Washington. He is involved in supporting customers with change and new tools and project management within financial management. Recent projects include the customer support of a new, internally developed, departmental financial reporting system; involvement with data analysis with a new exploration data warehouse; and the beginning phases of a travel reimbursement vendor package evaluation.

Jay Dumphy

Managing Director

Deloitte

Jay Dumphy is a leader in Deloitte’s higher education practice, focusing on Workday software and delivery of large, cross-platform (human capital management [HCM] and financials) programs. 

He brings more than 30 years of experience helping organizations drive business transformation through the effective use of technology. Dumphy has worked with most tier-1 enterprise resource planning (ERP) products, including Workday, PeopleSoft, Oracle, and Infor. He has successfully served clients in various industries, with planning, structuring, and overseeing technology enablement efforts across finance, human capital, supply chain, and student functional areas. Dumphy is PMI and Workday certified in project management, financials, HCM, and planning.

Dumphy earned his MBA from the Owen Graduate School of Management at Vanderbilt University and BBA from the University of Massachusetts at Amherst.

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AM24: Journey to the Cloud: Navigating an ERP Implementation
07/23/2024 at 9:30 AM (EDT)  |  Recorded On: 07/23/2024  |  75 minutes
07/23/2024 at 9:30 AM (EDT)  |  Recorded On: 07/23/2024  |  75 minutes