Top 10 Things to Know About ERP Selection & Implementation for Associations and Nonprofits.
Course Description:
In this session, we’ll explore the top considerations associations and nonprofits must keep in mind when selecting a new ERP system. We’ll start by examining the unique operational and reporting needs of mission-driven organizations and how those requirements shape system selection. Attendees will learn how to properly assess ERP vendors, focusing on their track record with nonprofits, flexibility, and ability to meet sector-specific demands. We’ll also break down the true cost of ERP ownership, including often overlooked expenses like training and support. A key focus will be helping organizations distinguish between “must-have” and “nice-to-have” capabilities to guide a more strategic requirements gathering process. Finally, we’ll address one of the most underestimated risks: data migration. You’ll walk away understanding how early planning and cleanup can avoid costly setbacks and ensure a smooth transition to your new ERP platform.
Learning Objectives:
Identify the unique operational and reporting needs of associations and nonprofits that influence ERP requirements.
Evaluate ERP vendors based on industry experience, system flexibility, and nonprofit-specific features.
Analyze components of total cost of ownership (TCO), including licensing, implementation, training, and ongoing support.
Distinguish between must-have vs. nice-to-have features in the requirements gathering process.
Explain the risks of poor data migration planning and the importance of early data cleanup and preparation.
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Top 10 Things to Know About ERP Selection & Implementation for Associations and Nonprofits. (NASBA/CAE/CPE Course Credit Information)
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)
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