January 17, 2023

Webinar

2 Total CPE Credits

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

  • Instructor

    Jennifer Elder

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
Total CPE
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.