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Friday, March 24, 2023 Live Webcast

Onboarding: Apply Project Management Techniques (X2-31930)

10:30 AM - 12:30 PM EST
webcast

Vendor Platform

2 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

Print a registration form

COURSE DEVELOPER

CPA Crossings