Project Management: Enhancing Ongoing Client Engagements WEBINAR - Hillsdale, United States - Washington Society of CPAs

    Washington Society of CPAs
    Washington Society of CPAs Hillsdale, United States

    3 weeks ago

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    Description


    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

    $89.00
    Non-Member Price

    $109.00
    Credits

    2.0 Credits
    Technical/Business Management & Organization (2.0)

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