March 24, 2023


2 Total CPE Credits


Webinar (CPA Crossings): Onboarding: Apply Project Management Techniques

Learning Objectives

After attending this presentation you will be able to…

  • Select best practices that can transform your onboarding processes
  • Identify structural assistance in creating a successful client management strategy
  • Recall how project management best practices can enhance your client engagements and relationships

Major Topics

The major topics covered in this class include:

  • How to apply project management to onboarding strategies
  • Various steps to onboarding

CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic



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

Partner, directors, managers, seniors, supervisors, HR professionals


CPA Crossings, LLC

This event has ended.