Planning your COA Conversion (What to Expect)

This webinar is part of the M360 COA Masterclass, a three-part educational series on Chart of Accounts redesign. It can be attended individually or as part of the full series bundle.

A Chart of Accounts conversion is a significant project for any municipal finance team. For many, it is unfamiliar territory, and without a clear picture of what to expect it can quickly feel overwhelming.

This session is designed to reduce that overwhelm. We will provide a realistic, high-level view of the COA conversion process, breaking down what can feel like an impossibly complex project into clear, manageable phases. Drawing on our experience, we will share insights into what the project actually involves, from upfront preparation through to go-live, so you can approach planning with greater clarity and confidence.

What You'll Learn

• How to establish clear project goals (ERP readiness, reporting clarity, departmental consistency)

• Setting timelines and milestones in a…