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Friday, June 24, 2022 Live Webcast

Onboarding: Apply Project Management Techniques (X2-31922)

1:30 PM - 3:30 PM EDT
webcast

Vendor Platform

2.0 CPE Credits in MT

OVERVIEW

Successfully onboarding clients and staff sets the tone early in the relationship. Putting your best foot forward means providing your clients with a stable and consistent process.

DESIGNED FOR

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

BENEFITS

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

HIGHLIGHTS

The major topics covered in this class include:

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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

PRICING

$69.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Remind me to register

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COURSE DEVELOPER

CPA Crossings