March 11, 2025


Webinar


2 CPE

Webinar (CPA Crossings): Project Management: Enhancing Ongoing Client Engagements 🗓️

March 11, 2025
Webinar
2 CPE

Webinar (CPA Crossings): Project Management: Enhancing Ongoing Client Engagements 🗓️

  • Instructor

    Samantha
    Mansfield

  • Instructor

    Jessica
    Hartsfield

Learning 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

Major Topics

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

CPE Credits Available

2 CPE
2
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Business/Practice Management

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Partners, directors, managers, and supervisors.

Provider

CPA Crossings, LLC

This event has ended.