Project Management: Enhancing Ongoing Client Engagements WEBINAR

3 weeks ago


Hillsdale, United States Washington Society of CPAs Full time

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 course we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients.Highlights 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 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 None.Fees Member Price $89.00Non-Member Price $109.00Credits 2.0 CreditsTechnical/Business Management & Organization (2.0)#J-18808-Ljbffr

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