Project Management: Enhancing Ongoing Client Engagements
Tuesday, March 11, 2025
Webcast or Webinar, Online
10:30AM - 12:30PM (opens at 10:00AM) EST
2Credits
Technical Business
Registration is Open
Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price
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Course Type: Webcast
Course Code: 24/CX48487
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Business Management & Organization
Overview:
The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Objectives:
After attending this presentation, you will be able to...
- Distinguish between workflow and project management
- Apply project management principles to orchestrating the client experience within the firm
- Identify who is involved in structuring the project plan
Major Topics:
The major topics covered in this course include:
- Clarification between workflow and project management and the use of each
- Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience
Major Topics:
The major topics covered in this course include:
- Clarification between workflow and project management and the use of each
- Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience