Conversion Best Practices

Conversion Best Practices

Conversion Best Practices


Title: Conversion Best Practices
Date: Tuesday, May 11, 2021
Time: 10:00 AM PST (GMT-07:00)
Duration: 60 minutes

A system conversion can be scary and undaunting regardless if it is a core or an ancillary solution conversion or all the above. Many financial institutions think the Vendor will do all the work and manage every aspect of the conversion. However, most of the time the Vendor will only manage what they are responsible for which is only a piece of a very large project puzzle. This webinar will address where conversions can go wrong, how to best manage a conversion, the milestones, required steps, and best practices to keep your staff and customers appropriately educated on the changes ahead. Join us as Terrie Cloud, Principal with CCG Catalyst Consulting Group addresses best practices in how to manage a conversion project.


H. Terrie Cloud - CCG Catalyst

Terrie Cloud


As a Principal at CCG Catalyst, H. Terrie Cloud, has more than 31 years of experience in financial services, conducting core processing evaluations and contract negotiations. His financial services expertise is comprised of technology and strategic planning, workflow efficiency improvement recommendations and project management services.

Terrie is a respected subject matter expert in core and ancillary system evaluations, project management services, workflow efficiency studies, and strategic planning services. Terrie’s deep understanding of the financial services industry and consulting experience allows him to partner with our client’s as a trusted advisor.

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