Recorded Webinars


Implementing a Planning System: Selecting the Software II

Credits: 1.2 CTP/CCM | 1.2 FP&A

Implementing an effective planning system is a foundational step for FP&A, starting strong is key to your success. How you structure your software evaluation process is critical to your long-term success—what tradeoffs will you make? How should you choose an implementation partner? What does your vendor want you NOT to do? In this webinar, a panel of experts and practitioners will discuss how they laid the groundwork for a successful planning system implementation during the software selection phase. This webinar is a companion to the AFP Guide to Implementing a Planning System, Part 2: Selecting the Software.

Learning Objectives

  • Learn three common mistakes that companies during the software selection process
  • Learn what tradeoffs may be required, and how to get the key elements that you want
This recording was originally delivered as a live event on Thursday, February 13, 2020 and is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP, CCM and/or FP&A credits.

Credits Confirmation
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records. If you attended the live version of this webinar, you cannot earn credit for the recorded as well.


  • Charles Passauer
    Finance Manager, Business Digital Transformation Program
    Shell Deepwater
  • Catherine Jirak
    Principal & COO
  • Bryan Lapidus, FPAC
    Director, FP&A Practice