Growth through acquisition is a common strategy in today’s market. For firms that adopt this strategy, a key consideration is how to handle the data involved in an acquisition. In this webinar, we’ll talk through some of the decision points related to acquired data and the implications that follow.

Learning Objectives

  • Data Merge vs Migration
  • Primary Drivers and their Implications
  • Accounting & Operational Considerations
  • Common Issues to Avoid

About the Speakers:
Rob S. Wintz CPA/ABV, CFO Rob brings over 30 years of financial accounting and job cost expertise to Clearview. His experience includes national level auditing, business valuation, and database systems consulting. Since the early 1990s, Rob has worked almost exclusively with AE firms. As a result, he understands the industry, and how firms can best implement their software to increase value.

Lucas Hayden leads Education and Documentation at Clearview Software, makers of InFocus. Clearview’s InFocus ERP software helps AE firms do business better and Lucas – with a background in development, data and training – works to create learning solutions that help firms solve problems, innovate, and refine their business processes.