Avoiding Pitfalls of Software Selection

Accounting applications


Avoiding Pitfalls of Software Selection

Speaker: Lisa Traina, CPA, CITP, CGMA

  • Format


  • Duration

    50 min

Walk through the software selection process. Learn the pitfalls to avoid and best practices that lead to success in a cloud-based world.

Learning outcomes

  • Learn the dos and don’ts of the software-selection process
  • How to identify key components of vendor due diligence
  • Special concerns related to hosted systems

£35.00 (CIMA members only)


VAT calculated on checkout

Product information


Today, many systems are cloud-based, which can impact the software selection process.

This walk-through of the software selection process is designed to help you avoid pitfalls, regardless of hosting or system complexities

You'll learn that doing your homework and asking the right questions is essential.

Topics discussed:

  • Cloud-based software selection
  • Software selection process
  • Pitfalls to avoid

Who should take this course?

  • Controllers
  • CFOs
  • Finance managers
  • Vice presidents of finance, strategy, or FP&A
  • Others with responsibility for financial planning, strategy and analysis for small, medium or large companies

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Duration:50 min
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)


VAT calculated on checkout


  • Lisa Traina, CPA, CITP, CGMA

    Partner, Traina & Associates, a CapinCrouse company

    Lisa uses her more than 30 years of experience to assist organizations in implementing measures to secure data and manage risks efficiently and effectively. She is a nationally recognized speaker and author, and serves on the AICPA Cybersecurity Task Force. Lisa founded Traina & Associates in 1999 to provide IS security services to a broad range of industries. Traina & Associates joined CapinCrouse in January 2017.* *Traina & Associates is an authorized trade name of Capin Technology LLC, a subsidiary of Capin Crouse LLP.


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