Project Management: Enhancing Ongoing Client Engagements

Overview

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.

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

Prerequisites

None

Designed For

Partners, directors, managers, and supervisors.

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

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.