--- title: Clear Your Path to Modernization | Workshop for Finance Leaders | Crestwood description: Join our workshop to gain clarity on modernization needs, evaluate operational risks, and make informed decisions before transitioning from legacy systems. Reserve your spot now. image: https://info.crestwood.com/hubfs/ERP%20Path%20to%20Clarity.jpg --- Crestwood Associates Open main navigation Close main navigation lIVE WORKSHOP •  **May 21, 2026 | 1:00 PM Et •** Replay available  # BEFORE YOU PUT COMPANY TIME, MONEY, AND DISRUPTION INTO A SYSTEM CHANGE, Get Clear on What the Business Actually Needs A practical working session for finance and operations leaders who know a move from legacy systems is coming and need to get it right. ### Register for the Workshop + Toolkit ### The Problem ## Most modernization conversations start too late and too far downstream - Why does so much still depend on manual workarounds? - Why does reporting take so much effort to trust? - Why is it so hard to see issues early? - Why does every change feel more disruptive than it should? By the time most companies start evaluating ERP platforms or implementation partners, they still haven't fully clarified what is actually broken, where business risk is building, or what leadership needs to align on first. This workshop helps you step back, evaluate the situation clearly, and make a more grounded decision before entering a buying process.  ### Built For ## Built for leadership teams navigating real operational and financial complexity #####  **CFOs and Finance Leaders**  Evaluating the business case for modernization or dealing with slow reporting and manual close processes. ##### **COOs and Ops Leaders**  Managing process friction across teams and disconnected systems that are slowing the business down. ##### **Executive Teams**  Preparing for a legacy ERP replacement or broader modernization effort and need leadership alignment first. ##### **Leaders Before the Demo** Who want clarity and a defensible internal case before entering vendor conversations. ### The Stakes ## System change is expensive. So is staying where you are. Many companies stay in an outdated environment longer than they should because the path forward feels unclear. But waiting has a cost too. Before you commit to modernization, you need a structured way to understand what is actually breaking, where the business is exposed, and what a sound path forward should account for. [RESERVE YOUR SPOT](https://info.crestwood.com/legacy-modernization-workshop#form) 1 Manual workarounds grow in scope and dependency 2 Visibility gets harder as the business grows 3 Reporting stays slow and high-effort 4 Control risk increases across finance and operations 5 Decision-making slows when data is unreliable 6 Teams carry more complexity than they should ### What we'll cover ## Three areas every leadership team should evaluate before making a modernization decision ##### 1. Where your current environment is breaking down Identify the manual work, disconnected processes, delayed visibility, and reporting strain that are creating unnecessary effort across the business. ##### 2. Where risk and exposure are building Understand how legacy systems and fragmented workflows increase operational risk, control gaps, and decision delays as the business grows. ##### 3. What a smarter modernization path should account for Learn how to evaluate modernization with a clearer lens so you can reduce disruption, improve readiness, and make a more defensible decision internally. ### Tangible Takeaway ## Leave with more than insight This is not a generic webinar and it is not a product demo. Every attendee receives Crestwood's Modernization Decision Toolkit: practical tools you can use to structure internal conversations, evaluate modernization more clearly, and prepare for ERP and partner selection. 1 Modernization Decision Framework Worksheet A structured way to assess where your current environment is breaking down, where risk is building, and whether modernization is justified. 2 Executive Discussion Guide A practical guide to help you frame the conversation with your CEO, board, or leadership team with more clarity and confidence. 3 ERP and Implementation Partner Evaluation Checklist A clear set of criteria to evaluate ERP platforms and implementation partners based on what actually matters for your business. #### Modernization Decision Toolkit Included with workshop registration | | **Live Attendees:** Toolkit delivered immediately following the session  | | --- | --- | | | **Replay Viewers:** Toolkit delivered 48 hours after the replay is released.  | The toolkit includes practical tools you can use internally: with your leadership team, in ERP evaluations, and with implementation partners. [RESERVE YOUR SPOT + GET THE TOOLKIT](https://info.crestwood.com/legacy-modernization-workshop#form) ### Why this matters now ## The hidden cost of legacy systems gets harder to defend as the business grows For most mid-market companies, the question is no longer whether modernization will eventually need to happen. The real question is whether leadership can make that decision with enough clarity and confidence to avoid unnecessary cost, disruption, and rework. - More dependency on people instead of process - More reconciliation across disconnected systems - More lag between business activity and leadership visibility - More difficulty supporting scale, governance, and future AI initiatives *Modernization decisions are easier to defend when they are grounded in business reality, not just system frustration.* ![Headshot STEPHANIE MCCOLLY CMO LEADERSHIP](https://info.crestwood.com/hubfs/Crestwood%20Employee%20Headshots/Headshot%20%20STEPHANIE%20MCCOLLY%20CMO%20LEADERSHIP.png) ### Your Host ### Stephanie McColly CMO, EOS Integrator, and Business Systems Strategist at Crestwood Stephanie brings an operator's lens to modernization decisions. With a background in business process strategy, leadership alignment, and EOS, she helps teams clarify what is actually breaking, where risk is building, and what leadership needs to align on before committing to major system change. This session is designed to bring that same practical perspective to finance and operations leaders who need more than product talk. It is built to help you think more clearly, ask better questions, and approach modernization with more confidence. ![bob scotts awards](https://info.crestwood.com/hs-fs/hubfs/bob%20scotts%20awards.png?width=166&height=116&name=bob%20scotts%20awards.png) ![Accounting Today Top 100 Vars 2025](https://info.crestwood.com/hs-fs/hubfs/Accounting%20Today%20Top%20100%20Vars%202025.jpg?width=939&height=675&name=Accounting%20Today%20Top%20100%20Vars%202025.jpg) ![presidentsClub-2025-for-light-backgrounds](https://info.crestwood.com/hs-fs/hubfs/presidentsClub-2025-for-light-backgrounds.png?width=1600&height=1533&name=presidentsClub-2025-for-light-backgrounds.png) ![acumatica-awards-pieces_Gold-Certified-Badge-1](https://info.crestwood.com/hs-fs/hubfs/acumatica-awards-pieces_Gold-Certified-Badge-1.webp?width=140&height=216&name=acumatica-awards-pieces_Gold-Certified-Badge-1.webp) ![MS Business Applications](https://info.crestwood.com/hs-fs/hubfs/MS%20Business%20Applications.png?width=1043&height=548&name=MS%20Business%20Applications.png) ![MS Modern Work](https://info.crestwood.com/hs-fs/hubfs/MS%20Modern%20Work.png?width=1043&height=548&name=MS%20Modern%20Work.png) ![Acumatica_MVP_Badge](https://info.crestwood.com/hs-fs/hubfs/Acumatica_MVP_Badge.png?width=400&height=400&name=Acumatica_MVP_Badge.png) ![Soc-2-Icon-2](https://info.crestwood.com/hs-fs/hubfs/Soc-2-Icon-2.png?width=150&height=150&name=Soc-2-Icon-2.png) Why Crestwood is leading this conversation   Crestwood works with mid-market organizations navigating growth, complexity, and modernization across finance and operations. We understand that modernization is not just a technology conversation. It is a business decision that affects visibility, control, process design, reporting, adoption, security, governance, and long-term scalability. This workshop is built to help leadership teams think more clearly about that decision before committing to the wrong path. ## Modernization should not start with guesswork If your current environment is creating more effort, less visibility, and more decision risk than it should, this workshop will help you evaluate the problem more clearly before you commit to change. [Reserve My Spot + Get the Toolkit](https://info.crestwood.com/legacy-modernization-workshop#form) Designed for finance and operations leaders who want clarity before commitment. ![ca-footer-logo](https://info.crestwood.com/hubfs/ca-footer-logo.png) © 2026 Crestwood Associates LLC. Certified Acumatica Development Partner, Gold Acumatica Partner & Microsoft Gold Certified Partner