January 17, 2023

Webinar

2 CPE Credits

Webinar (CPA Crossings): Successful Engagement Management: On time and On Budget

January 17, 2023
Webinar
2 CPE Credits

Webinar (CPA Crossings): Successful Engagement Management: On time and On Budget

  • View Bio

    Instructor

    Jennifer
    Elder

    View Bio

    Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS

    Bio

    Jennifer is a Solutions Consultant with the AICPA. She works with forward-thinking organizations to fast-track their leadership development programs. She helps smart financial professionals transform from technically talented to strategically savvy.   As a keynote speaker and trainer, Jennifer has presented her engaging and highly interactive sessions to over 15,000 people in all 50 states and 12 countries.  Her clients include Home Depot, Campari, Experian, HP, Capgemini, and Oracle.

    In 2018, Jennifer earned the designation of Certified Speaking Professional (CSP), making her one of only 15 people worldwide who hold both the CPA and CSP designations.

Every audit, tax return, or consulting engagement is a project that needs to be actively managed in order to deliver a quality product, be profitable, and enhance the client relationship. If you don’t understand the interactions of the “Triangle of Truth” your engagements will be late, over-budget, and stressful.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to…

  • Apply the five elements of the project management process
  • Identify the primary challenges of engagement management
  • Distinguish the elements of the “Triangle of Truth”
  • Differentiate 15 techniques to get engagements completed on-time and on-budget

Major Topics

The major topics covered in this class include:

  • Overview of the project management process
  • Project management challenges, solutions, and secrets
  • Methods to track your project

CPE Credits Available

2 CPE Credits
2
Management Services

Things to Know About This Course

Course Level

  • Intermediate

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

Anyone responsible for delivering engagements

Provider

CPA Crossings, LLC

This event has ended.