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The Playbook for Successful Software Implementations
Mar 19, 2025 - 8:30 AM (CT) - Marsh McLennan Agency, 6160 Golden Hills Dr. Minneapolis, MN 55416
Hosted by Twin Cities, Minneapolis, MN
About this Event
Join CFMA TC on March 19th from 8:30-10:30 am for the in-person program “The Playbook for Successful Software Implementations.” Constructive Tech & Finance Solutions will provide an insightful presentation sharing key strategies for successful software implementations. Learn best practices, common pitfalls to avoid, and how to ensure a smooth transition for your organization. Whether you're planning a new software rollout or optimizing an existing system, this session will provide valuable insights to drive success. Don't miss it!
Please register by Friday, March 14.
PRICE: FREE for Members, $50 Non-Members
LOCATION: Marsh McLennan Agency 6160 Golden Hills Dr Minneapolis, MN 55416
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Featured Speakers
FEATURED SPEAKERS:
Kevin Halme
Finance, Accounting, Project Management, Construction Management, Technology, and Engineering… How do you help all of these pieces work together, improve processes, and increase efficiency? Kevin Halme is a construction technologist who enjoys applying software to do just that.
With experience as a laborer in the field and eight years as a controller and CFO for a civil contractor, Kevin brings a unique perspective to leveraging tech within the construction industry. From processing payroll to paying taxes, answering the phone and running bids, estimating and creating 3D earthwork models, Kevin understands a successful construction business’s inner workings.
Kevin combines his background in processing all aspects of a construction company with an in-depth knowledge of construction software, databases, and custom programming options. The result? Truly unique and cost-effective software solutions that transform processes and create efficiency breakthroughs.
Kevin is an expert in creating customizations for Viewpoint, Acumatica and other ERPs. Kevin currently provides contract CFO services, technology implementation, process consulting, custom web applications and custom reporting/business intelligence for multiple platforms using SSRS, Power Query, and Power Bi.
Rex Halling
Rex is a dedicated Vista Consultant and Business Analyst with a strong blend of customer service, SQL, and Viewpoint Vista expertise. Specializing in enhancing accounting and project management processes, Rex excels at customizing and optimizing Viewpoint Vista, delivering both value and efficiency to our clients. His commitment to implementation and training for new customers, coupled with his ability to work effectively with technical teams to develop custom procedures, underscore his customer service excellence and adaptability.
Rex also shines as a support and implementation specialist, with proficiency in SQL, Vista, PVault, Keystyle, and a range of custom applications. His skills in crafting SQL queries, custom Crystal/SSRS reports, and Excel data manipulations, such as pivot tables and macros, are invaluable to our operations. Rex’s blend of technical expertise and remarkable customer service acumen enables us to offer advanced, customized tech and finance solutions, with a constant focus on delivering exceptional customer-centric value.