1/2/2025
8:00 AM - 12:00 PM Central

Register

Member:	$150.00
Non-Member:	$170.00

4 Credits

Webinars

*** This subscription includes two individual sessions for a total of 4 CPE. You receive significant savings when purchasing these webinars as a subscription. Each of the courses runs live once a month beginning May 1, 2024 through April 30, 2025. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this subscription, log in instructions will be emailed to you separately for each individual course. *** Managing projects happens every day in accounting firms, but few people are educated on the principles from the field of project management. Take advantage of this project management subscription to learn best practices and then apply the lessons to enhancing ongoing client engagements. Sign up for both webinars and save 20% while having the flexibility to choose the date and time that works best for you! Leverage tips that lead project managers to achieving higher project success rates.

Objectives:
After attending this presentation, you will be able to...
Apply project management principles to orchestrating the client experience within the firm
Recognize when to incorporate a Project Management mindset to support growth, change, and innovation
Identify best practices to gain control of your processes and projects
Identify ways to uncover causes of inefficiencies and how to combat them
Recognize the operational risks and opportunities as part of running a project
Apply project management principles to scoping projects, reporting, and improved documentation

Instructor:
Samantha Mansfield/Jessica Hartsfield

Fields of Study:
Business Management & Organization

Major Topics:

The major topics that will be covered in this course include:

Course 1: Project Management: Employ Best Practices & Mindset

CPE: 2

Description: Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line… all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.

Course 2: Enhancing Ongoing Client Engagements

CPE: 2

Description: 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.

Webinar

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1/2/2025

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