Till System Death Do Us Part: Lasting Partnerships

November 10 @ 11:00 am - 12:00 pm EST

Event Category:

Course Description:

System churn drains budgets, burns out staff, and frustrates members. This session shows how to cultivate vendor partnerships that last, from pinpointing the real problem and requirements, to choosing a true partner, to sustaining the relationship long after launch. Participants will explore why implementations go off the rails, how to establish governance and routines that keep both sides aligned, and what to do if the partnership falters. Through real scenarios and clear checklists, participants will leave with a practical roadmap to avoid “shiny object” distractions and maximize the value of their systems.

Learning Objectives:

Diagnose the root causes of system churn in their own organization and vendor relationships.

Design a simple governance and communication framework to align internal stakeholders and vendor partners before, during, and after implementation.

Apply tools (scorecards, health checks, and structured conversations) to repair strained vendor relationships and extend the life of existing systems.

CPE Course Credit Information)

Level Intermediate

NASBA (Field of Study) Business Management & Organization

CAE (Subject Domain) Operations

Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required

Reviewer Wade Tetsuka, CPA

CPE/CAE Credits 1.0

Cost Free

Delivery Group Internet Based

Course ID W746

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.

U.S Transactions Corp. 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.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

(National Registry Sponsor Nr: 138278)

RSVP

0 Going

INSTRUCTORS

Tobin Conley, CAE, CIP

VP, Client Education at DelCor Technology Solutions

Tobin Conley, CAE, joined DelCor in 2001 as a Strategic Consultant. With more than 40 years of experience in the nonprofit, higher education, and association…

Linked

David Stephenson

Senior Vice President of Technology at Entrepreneurs' Organization (EO)

David Stephenson is Senior Vice President of Technology at Entrepreneurs’ Organization (EO), where he leads global technology strategy for a fully remote membership organization supporting…