Live Webinar

Best Practices When Your Chart of Accounts is Changing

If you are thinking about an ERP or chart of accounts conversion, have you considered the impact it will have on your FP&A system?

Business changes come in many forms – from migrating to new accounting or ERP systems to larger trigger events such as mergers and acquisitions. One of the “trickle down” opportunities of these changes is how it affects your chart of accounts (COA) structure. These changes can be resource-intensive and time-consuming, affecting many business areas and processes beyond accounting and finance.

Join us to hear some best practices we’ve developed from assisting our clients through many ERP and COA conversions. Attendees will walk away from this session understanding how best to approach a COA change, including:

  • Thinking beyond the GL and the impact of the COA change on your FP&A system
  • Reconciling the mapping of your old COA to your new COA and other mapping considerations
  • How to address historical data
  • Why you should incorporate your FP&A process as early as possible in the COA project

When you take the time to consider the impact of your COA changes on your FP&A system, you end up with a much more successful outcome.

If you have any questions or would like to receive a recorded version of this webinar, please contact us at

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When: Thursday, September 24, 2020

Time: 1:00pm ET

Where: At your desk via online presentation