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22WX-2632: Onboarding: Apply Project Management Techniques (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Wednesday, December 21, 2022
Time 9:30am - 11:30am
Central Time
Location Online
CPE credits CPE 2.0
of study
Business Management & Organization - Non-Technical (2.0)
Standard Member Fee $79.00
Standard Nonmember Fee $79.00


Successfully onboarding clients and staff sets the tone early in the relationship. Putting your best foot forward means providing your clients with a stable and consistent process. You can alleviate their fears by providing the best experience possible. Given the adoption of a remote and blended work environment, there are more components to manage and more of a risk of something being missed. In this session, see how project management techniques can shore up gaps, remove redundancy, and add top-notch quality to your onboarding processes.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Who should take this program?

Partner, directors, managers, seniors, supervisors, HR professionals

Major subjects

  • How to apply project management to onboarding strategies
  • Various steps to onboarding

Learning objective(s)

  • Select best practices that can transform your onboarding processes
  • Identify structural assistance in creating a successful client management strategy
  • Recall how project management best practices can enhance your client engagements and relationships


Course code Code 22WX-2632
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Level Basic
Format Group Internet Based
Prerequisites Prereq. None

If you have questions about this event, please call us at 952-831-2707.