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Monday, March 20, 2023 Live Webcast

Successful Engagement Management: On time and On Budget (X2-31834)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

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.

DESIGNED FOR

Anyone responsible for delivering engagements

BENEFITS

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

HIGHLIGHTS

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

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Elder

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA
(4.7)

AICPA/Professional Development Institute

Jennifer H. Elder, CSP, CPA, CGMA, CSCA, CMA, CIA, CFF  Westfield, Vermont  Jennifer Elder, CSP, CPA is an executive coach who helps smart professionals transform from technically talented to strategically savvy.  If you want to be more productive, have more of an impact, and maintain your organization’s ethical standards, Jennifer can deliver interactive and engaging training sessions. As a keynote speaker, Jennifer has presented to over 15,000 people in all 50 states and 12 countries.  Her clients include KPMG, RSM, Home Depot, Campari, Experian, HP and Oracle. 

Jennifer started her career in public accounting at a regional firm. She chaired the accounting department at a New Hampshire college and spent 15 years as a CFO in various industries including homebuilding, technology, and insurance. 

Jennifer received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.  Jennifer is the co-author of “Faster Disaster Recovery” published in 2019 by John Wiley and Sons. She has also been published by the Journal of Accountancy, FM Magazine, the National Association of Home Builders, Triple Pundit, and the Journal of Corporate Accounting and Finance. 

In 2022, Jennifer received the Women Who Count award in education by the Accounting and Financial Women’s Alliance (AFWA). 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.  CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018.  

She served on the board of the New Hampshire Board of Accountancy and the Northeast Regional Council of the IMA, and Jennifer currently chairs the CSP Committee of the National Speakers Association. 

PRICING

$69.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings