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23WX-0170: Onboarding: Apply Project Management Techniques (Webinar)

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

Monday, April 17, 2023
9:30am - 11:30am Central Time
2 CPE (2 non-technical)

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.

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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Location Online
Area
of study
Management
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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