Overview

Join Marcum Technology for an insightful webinar where we delve into the transformative journey of the finance function from traditional on-premise systems to the dynamic world of cloud-based ERP solutions. Discover how embracing the cloud is not just a trend but a strategic move for businesses seeking agility, efficiency, and growth in an increasingly digital marketplace.

Why Attend?

  • Uncover the limitations of on-premise finance systems like QuickBooks, Dynamics SL, and GP, and learn why modern businesses are shifting towards cloud ERP.
  • Gain insights into the substantial cost savings, security enhancements, and performance improvements that cloud-based systems offer.
  • Learn how cloud ERP facilitates real-time financial reporting, streamlined compliance, and seamless scalability that matches your business’s pace of growth.

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

Speakers

Jacquiline Black

Director, Financial Solutions - Marcum Technology

Jacquiline ‘Jackie’ Black is the director of Financial Solutions at Marcum Technology and possesses over 20 years of public accounting experience. Jackie has more than a decade of experience providing technology consulting services. Her areas of focus include the implementation of financial systems for leading product lines such as Sage Intacct and QuickBooks, as well as the integration of third-party applications, and construction of technology stacks tailored to these platforms.

FULL BIO

Jacquiline Black

Director, Financial Solutions - Marcum Technology

Jacquiline ‘Jackie’ Black is the director of Financial Solutions at Marcum Technology and possesses over 20 years of public accounting experience. Jackie has more than a decade of experience providing technology consulting services. Her areas of focus include the implementation of financial systems for leading product lines such as Sage Intacct and QuickBooks, as well as the integration of third-party applications, and construction of technology stacks tailored to these platforms.

Before joining the team at Marcum Technology, Jackie built a solid foundation of experience at Marcum LLP. During her tenure as a Senior Manager, Jackie played a pivotal role in the Client Advisory Services department, collaborating with clients and colleagues to select and implement ERP systems and third-party applications to help streamline processes.

Prior to joining Marcum, Jackie worked for a nonprofit-focused accounting firm where she managed outsourced engagements, oversaw accounting system implementations, and conducted training for new employees. She also has prior experience at a small accounting firm where she provided audit and tax services to both for-profit and nonprofit entities

Rob Drover

Vice President - Business Solutions - Marcum Technology

Rob Drover is principal and vice president of Business Solutions with Marcum Technology LLC. Rob leads Marcum Techs’ Digital Advisory practice and is based in Philadelphia, PA.

Rob’s experience includes business process improvement, Robotic Process Automation (RPA), and high volume data management. With a focus on operational excellence and process improvement, he has assisted a wide range of clients, including Fortune 200 organizations, to optimize their enterprise-level applications and processes.

FULL BIO

Rob Drover

Vice President - Business Solutions - Marcum Technology

Rob Drover is principal and vice president of Business Solutions with Marcum Technology LLC. Rob leads Marcum Techs’ Digital Advisory practice and is based in Philadelphia, PA.

Rob’s experience includes business process improvement, Robotic Process Automation (RPA), and high volume data management. With a focus on operational excellence and process improvement, he has assisted a wide range of clients, including Fortune 200 organizations, to optimize their enterprise-level applications and processes.

With over 30 years of experience in accounting and finance, sales and marketing, and information technology, Rob offers expertise in project management, operations support and technology transformation. His industry experience includes more than 10 years in the chemical, agricultural, and pharmaceutical business units at the DuPont Company.

Rob has delivered both domestic and international engagements in many different industries, including healthcare, pharmaceuticals, real estate, telecommunications, and the public sector. He has experience with robotic automation, business process outsourcing, data management, IT support operations, custom workflow development, package system selection, and ERP & CRM implementations.

CPE Credits

Program Description The Future of Finance: Moving from On-Premises to Cloud-Based ERP Systems
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to: Examine how cloud ERP solutions align with the future of finance and business management.
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] .

CPE-NASBA

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.