Ideas & Insights

Best Practices in Upgrading Financial Systems

Upgrading or converting a financial information system can be challenging at best or a nightmare at worst. Learn what you can do to plan and implement a successful upgrade. Get valuable tips to save your agency time and money. Join us for the webinar:

“Best Practices in Upgrading Financial Systems”

2:00-3:30 p.m. Pacific Time, Wednesday, April 27, 2016
Cosponsored by CSMFO Coaching Program and MISAC

Advance registration required for this no-charge webinar:

Webinar topics:
  1. How do you assess existing/new finance systems?
  2. What are best practices in planning and implementing a conversion?
  3. What practical insights and experience can help you navigate the challenges successfully?


  1. Pat Griffin, Principal, NexLevel Information Technology
  2. Ric Jazaie, Senior Manager, Macias, Gini & O’Connell, LLP
  3. Dennis Vlasich, IT Director, Fontana, CA


Get connected with these steps:
  1. Register in advance for the webinar:
    Be sure to “white list” or “allow” emails from to receive notices for this webinar.
  2. Connect with the webinar and audio:
    Use your logon information from the email confirmation you receive via email from GoToWebinar. We recommend the telephone option dial-in number provided by GoToWebinar for sound quality. Depending upon your internet connection, VOIP option for audio (computer speakers) can have delays or sound quality issues.
  3. Ask questions:
    You may submit questions anonymously via email to in advance or via the webinar during the panel discussion. As moderator for the session, Don Maruska will pose the questions.
  4. Presenters’ presentation materials:
    We post these with the agenda at “Agendas & Archives” tab of The PPT will be available 24 hours before the webinar.


After a webinar occurs, a digital recording along with the PowerPoint materials and results of the polling questions will be available after 24 hours at the “Agendas & Archives” tab of

CPE Credits: If you are a member of CSMFO and wish to obtain CPE credit, you need to register and attend in your name, respond to at least 75% of the live polling questions, and pay $25 to CSMFO after notice from CSMFO following the webinar. After payment, CSMFO emails the CPE certificate as a PDF.

Post-Webinar Group Discussions

Many agencies are organizing groups to participate in the webinars (live or recorded) and discuss the topics among themselves after the webinars. Some are summarizing their discussions and distributing them to managers throughout their organizations. Use the CSMFO Coaching Program as an effective way to enhance professional development in your agency. Here are some discussion starters for this session:

  1. What issues will be important for a successful system conversion in our agency?
  2. What insights from this webinar will aid our efforts?
  3. Which resources would we like to explore further?


More Resources

See the “Coaching Corner” at for valuable resources to boost your career. These include a Financial Management Skills Inventory, Resource Matrix, Coaches Gallery of 24 volunteer CSMFO Coaches willing to help you on a one-to-one basis, and an archive of digital recordings and materials from past webinars at
Enjoy the resources to help you succeed in local government finance.

Don Maruska, MBA, JD, Master Certified Coach Director, CSMFO Coaching Program; Author “How Great Decisions Get Made” and “Take Charge of Your Talent”

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