Join us for a fireside chat with, URAC, as they share their remarkable finance transformation journey from Dynamics to Sage Intacct. This engaging session will provide an exclusive opportunity to gain firsthand knowledge about the intricacies of this transition, uncovering key strategies, challenges, and invaluable takeaways.

During this webinar, URAC’s finance leadership will delve into the comprehensive process of implementing Sage Intacct, a cloud-based financial management solution. They will share their experiences, highlighting pivotal decisions, crucial milestones, and the strategies they employed to ensure a seamless transition.

Buu-Linh Tran, VP- Financial Solutions, Marcum Technology
David Souders, CFO – URAC
Sarata Kabore, Accounting Manager – URAC

  1. Dynamics to Sage Intacct Transition: URAC will walk us through the rationale behind their decision to shift from Dynamics SL to Sage Intacct, shedding light on the specific needs and challenges that influenced this transformative move.
  2. Navigating the Implementation Process: Learn about the critical steps and considerations that guided URAC through the implementation of Sage Intacct. Gain insights into how they managed the process, allocated resources, and ensured a smooth transition without disrupting their day-to-day operations.
  3. Major Takeaways and Advice for the Nonprofit and Healthcare Community: URAC will share invaluable advice for nonprofit organizations contemplating a switch to a cloud-based financial management solution. Hear firsthand about the benefits they’ve realized, potential pitfalls to avoid, and best practices for a successful transition.
  4. Q&A Session: Attendees will have the opportunity to pose questions to URAC’s finance team, allowing for a dynamic and interactive discussion.

This fireside chat promises to be a must-attend event for finance professionals, CFOs, and decision-makers considering a transition to a cloud-based financial management solution. Join us to glean actionable insights, connect with industry peers, and gain inspiration from URAC’s remarkable journey towards financial transformation. Don’t miss this chance to gain unparalleled insights into finance transformation from a real-world perspective.

Unable to attend the webinar? Please feel free to register to receive a recording of the session and the presentation slides.

Program Description Life After Dynamics SL: A Fireside Chat with URAC
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to:

  • Discover the risk of delaying the transition off a legacy system, such as Dynamics SL
  • Explore the process when evaluating a new accounting solution
  • Examine best practices for implementation
Instruction Delivery Method Group Internet Based (virtual classroom
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes.
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP 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.