Webinar: Project Management: Enhancing Ongoing Client Engagements

WC344  |  Course  |  Basic  |  Scheduled

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

Credits

Number of Credits Type of Credits
2.00 Business Management & Organization

Designed For

Partners, directors, managers, and supervisors.

Prerequisites

None

Highlights

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

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

Preparation

None

Notes

Webinar Day - HELP and Assistance Instructions

  1. The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
  2. We recommend you log in early to ensure you are ready to go when the presentation begins.
  3. IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.

Prices

Member (Early Bird)
$89.00
Non-Member (Early Bird)
$89.00
Member
$89.00
Non-Member
$89.00
Your Price: $89.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.