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Webinar

Unifying Project and Accounting Data: A Fireside Chat

Exclusive Fireside Chat

November 11, 2025 | 10:00 AM PST / 1:00 PM EST

Accounting Integrations icon

Accounting Integrations

Project Financials icon

Project Financials

Details

Join us for an exclusive fireside chat featuring Moss & Associates and Carroll Daniel who recently implemented Procore Project Financials with their existing Enterprise Resource Planning (ERP) systems. This is more than just a case study, it's a candid conversation about the real-world challenges and triumphs of unifying project and accounting data.

What you'll learn...

  • Navigating Implementation: Hear from Procore customers about their recent experiences implementing Procore and their ERP connector. They'll share what went well, what they’d do differently, and offer valuable insights for a smoother transition

  • Procore + ERP Connector Best Practices: Discover how to best implement Procore within your specific ERP environment, with a focus on maximizing efficiency and data accuracy. We'll discuss best practices for an ERP-agnostic approach, touching on popular systems like CMiC, Sage, and Vista Viewpoint

  • Beyond Technology: This isn't just about software. It's about people and process. Our guests will share practical advice on change management, securing buy-in from both your project and accounting teams, and key takeaways from their implementation journeys

Don't miss this opportunity to learn from the best in the business and discover how a connected financial ecosystem can drive efficiency, profitability, and growth for your construction business.

Presenters

Moderator

Jeffrey Brooks

Solution Specialist, Financials, Procore

Austin Garcia

Director of CM Ops IS, Moss & Associates

Ashlyn Mattle

Data Strategy and Analytics Manager, Carroll Daniel