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23WX-4119: Project Management: Enhancing Ongoing Client Engagements (Webinar)

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

Monday, April 29, 2024
8:00am - 10:00am Central Time
2 CPE (2 non-technical)

Alternate dates & more options

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.

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

Partners, directors, managers, and supervisors


Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Samantha Mansfield
Location Online
of study
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
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If you have questions about this event, please call us at 952-831-2707.