Webinar: Your ERP works, but is it ready for AI?

Edit

About This Webinar

Many legacy ERP systems still do exactly what they were designed to do. But what organizations need from their ERP is changing rapidly.

Join Wipfli for a practical look at how AI is transforming the ERP landscape and what that means for organizations operating on legacy systems. You’ll also see how AI in ERP systems is moving finance from spreadsheets, manual processes and backward-looking reporting toward intelligent automation, real-time insight and increasingly agentic AI.

This webinar is designed to help finance leaders evaluate whether their current environment can support their organization’s future needs — and when it may be time to begin exploring what’s next.

Agenda

Why your ERP and underlying data are critical to your AI strategy.
How AI is already changing financial management, reporting, reconciliation and workflows.
What NetSuite, Microsoft Business Central and Sage Intacct are doing with AI in ERP today and where they’re headed.
How modern ERP can reduce spreadsheets, manual work and disconnected processes.
How to determine whether your current ERP can support your organization’s future needs.
What to consider if an ERP transition may be in your future.

Presenters

Dane Koepke

Partner

Dane Koepke is a partner with over 22 years of experience in assisting and guiding clients through business applications decisions and implementations, primarily with Microsoft solutions and technologies. His experience includes consulting on all of the legacy Microsoft solutions for both ERP and CRM, including Great Plains and Axapta. Of note, Dane was actually involved with the initial role out of Microsoft CRM 1.0 in 2003. Today, he leads our Microsoft Dynamics 365 Business Central practice, Microsoft's cloud ERP solution for small and medium-sized businesses and organizations.

Zak Rozelle

Partner

Zak leads Wipfli's NetSuite growth and business development group, along with its Oracle partnership. He brings more than 25 years of business and systems consulting experience across manufacturing/distribution, construction, service and nonprofit industries, with a focus on aligning IT and business strategy and guiding clients through ERP evaluation, design and implementation. Beyond his technology leadership, Zak serves in an advisory role to clients across Wipfli's service portfolio.

Lindan Elliott

Partner

Lindan Elliott is a partner in the financial and operational systems group within the technology consulting practice. His time is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. Lindan assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation, and accounting software deployment, training, and ongoing support. He leads the product vision, technology direction, and management of several highly adopted, Wipfli-owned accounting software products.

Umair Mehmood

Sales Architect

Carter Scully

Consultant I

Dan Agnew

Manager

Dan is specialized in implementing Sage Intacct as well as integrating external systems. He has extensive experience working in the construction, healthcare, nonprofit, tribal, gaming and technology sectors.

Clients benefit from his commitment to clear communication, proactive collaboration, and constant focus on measurable results that drive growth. He works closely with each client to understand their unique needs, ensuring every engagement is handled with integrity and professionalism. Dan is dedicated to delivering the highest standard of service and value to every client he serves.

Hanne Wilson

Shereen Mahoney

Partner

Shereen Mahoney is a technology consulting partner in Wipfli’s financial and operational systems practice. She has over 30 years of experience in all aspects of accounting, financial and business systems, including sales and service delivery. She is the former CEO of a top 100 accounting software and technology consulting firm that joined Wipfli in 2016.

She is passionate about helping clients implement ERP systems to help them run their organizations more efficiently. She also works with CEOs and senior leaders as a personal leadership coach and helps executives develop high-functioning teams.

Shereen has deep nonprofit experience and spent five years leading Wipfli’s nonprofit audit, tax and consulting services. She also serves on the board for Wipfli Foundation, which supports educational and community organizations that impact the localities in which Wipfli has a presence.

Ian Luck

Senior Consultant

Reserve Your Spot

First Name*

Last Name*

Your Email*

Organization*

Job Title*

Organization industry*