The Technology Plan, AKA The Key to Everything
OL095-17 | On Demand | Update | Self-Study
In today’s increasingly cloud-based, app obsessed, tech centric environment and technology truly is often the key to organizational success, which makes the technology plan the key to everything for today’s controller. In this session we’ll discuss why a tech plan is critical, the factors and current trends it needs to address, keys in developing a detailed yet achievable plan and the secrets to implementing it successfully.
This video was recorded at the 2017 Controllers Conference.
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Richard Daisley, CPA
Rich is a CPA and has over 25 years of experience in the accounting and auditing field. He has worked in both the client service setting as well as in internal capacities as a facilitator of accounting and auditing courses. He was an assurance manager with PwC, spending time in both the assurance practice as well as with PwC’s Capital Markets and Accounting Advisory Services group, where he advised clients on the implementation of new accounting pronouncements as well as on issues related to public offerings. Rich also worked in PECO Energy’s Merger and Acquisition group, where he performed financial due diligence that supported PECO’s acquisition activity in the energy sector. He has experience in the manufacturing, health care, energy and pharmaceutical industries.
Rich also has more than 10 years of experience as a course developer and facilitator, creating and leading training courses on such topics as revenue recognition, stock based compensation, equity instruments and performing integrated audits under the Sarbanes-Oxley legislation. He also designed and delivered courses on instructor development and facilitation skills to senior PwC internal course instructors.
In 2015 he joined Surgent McCoy CPE, LLC, as Director, Accounting & Financial Reporting Content.Back to Facilitators