TFLEx Accounting SIG Call – Software Hacks and Horrors! Finance software successes & challenges – December 14, 2023 – 3:00 p.m. CST

Join us for a transit-agency-only discussion on Finance experiences with software implementation.

Finance is called upon to play a critical role in all aspects of employing technology to improve system processes, from software selection to data gathering to integration with other systems. This involvement can range from enterprise-wide software, such as a transit asset management system, to more narrowly focused software, such as for new accounting standards implementation. This TFLEx call discussion will focus on successes encountered by your sister agencies, and as well as unexpected obstacles that resulted in falling short of expectations – with a view to repeating the successes and avoiding the pitfalls.

On this TFLEx special interest group (SIG) call, participants will learn agencies’ “hacks and horrors” regarding the following objectives:

  • Choosing the appropriate software: Excel versus everybody else.
  • Avoiding garbage-in, garbage-out (GIGO): Finding the needed data, testing it, and converting it for input.
  • Seamless integration into other systems – often costly and overlooked.
  • Containing costs (& scope!)
  • Devoting sufficient implementation and technical support.

TFLEx members may join this call free of charge. In the Zoom app enter the meeting ID and passcode distributed via email to the membership. For more information contact Joe Costello, Costello Consulting, (708) 606-0811, costelloconsultingcorporation@gmail.com.

Participants will earn 1.0 CPE credit.

Field of Study: Finance

Additional Information
Prerequisites: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based

The Transit Finance Learning Exchange (2300 Downing Avenue, Westchester, IL) 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 (sponsor #108644). 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: http://www.NASBARegistry.org.