Events Search
  Summary & Check Out (0)
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

AICPA/Professional Development Institute

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS helps accountants advance their careers and organizations increase retention by developing powerful communication skills. Jennifer works with companies and their emerging leaders to increase employee engagement and client value by understanding personality styles, generational characteristics, and communicating clearly, concisely, and persuasively.

As a consultant and keynote speaker Jennifer is known for being energetic and enthusiastic. She has conducted seminars for the Fortune 500, the US Government, State CPA Societies, and CPA firms in 45 states and 5 countries. She is both a business strategist and an accounting expert who can make the complicated simple, practical and useful. She is a published author, writer for the AICPA’s CPE Direct, named a “2015 Woman to Watch” by the AICPA and MACPA, and been awarded Outstanding Educator by the AICPA for the past five years.

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