Embracing New Technologies

As organizations face increasing pressure to improve efficiency, modernize systems, and leverage new technologies, success depends on selecting the right tools and making the right decisions about how those tools are introduced and adopted.

This session focuses on the people- and process-side of technology transformation, highlighting how thoughtful evaluation, planning, and change management are just as critical as the technology itself.

Attendees will explore practical approaches to system selection, implementation planning, and change management that expands beyond ERPs and other financial platforms, with a consistent focus on driving adoption and enhancing impact.

At the end of this session, you’ll be able to:

• Identify key considerations for evaluating and selecting new financial or operational systems
• Recognize common people and process challenges that hinder successful technology adoption
• Describe practical steps organizations can take to increase stakeholder buy-in and system usage
• Identify common AI and automation use cases applicable to finance and accounting operations
• Recognize opportunities to leverage Microsoft Copilot and automation tools within existing workflows
• Describe practical considerations for introducing AI solutions in a way that supports, not overwhelms, finance teams

Who should attend

This session is designed for professionals in any industry who would like to learn more about taxes, technology, and talent.

Schedule

8:30 – 9:15 a.m. — Breakfast and networking
9:15 a.m. – 11:30 — Session

Location

Back Nine Tavern at Stanley Golf Course
245 Hartford Road
New Britain, CT 06053

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.