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Technology Modernization: People, Process, & Technology

December 15, 2026
Online Only CPE Credit(s): 1.00
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Technology modernization is no longer just an IT initiative. It has evolved into an organizational transformation that requires alignment across people, processes, and technology. Organizations often invest heavily in new systems, automation, and digital tools, yet some initiatives may not achieve their desired outcomes due to limited user adoption, inefficient processes, and a lack of organizational readiness for change.

This session will explore how leaders can modernize their organizations by taking a balanced approach that integrates technology investments with process improvement and effective change leadership. In addition, we’ll discuss strategies for moving from legacy environments to future-ready organizations while keeping employees, leaders, and business objectives aligned throughout the transformation journey.

Learning Objectives

Upon completion of this program, participants should be able to:

  • Discuss the interdependence of people, processes, and technology and explain why successful modernization calls for balancing these components rather than focusing on technology alone.
  • Assess current operations, stakeholder needs, and business goals to identify improvement opportunities and create a modernization roadmap.
  • Apply change leadership practices that can help improve adoption and sustain results, including stakeholder engagement, communication planning, readiness assessment, and organizational alignment.

CPE Information

One CPE credit (pending approval) in the Computer Software & Applications field of study may be awarded upon verification of participant attendance during live broadcast.
Fields of Study Attendance Policy

Who’s This For

Healthcare leaders in the New York intellectual and developmental disabilities and behavioral health space.

Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.

Prerequisites & Advanced Preparation

None

Refund Policy

There is no fee associated with this event.

Program Level

Overview

Questions

If you have questions about this CPE program, please contact us at [email protected].

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If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenters

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James Lewis

Director, CFO & Business Consulting

Forvis Mazars US

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