Successful Engagement Management: On time and On Budget Webinar
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Successful Engagement Management: On time and On Budget Webinar

CPE

When
Feb. 23
4:00 - 6:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
SCJESEM2
Level
Intermediate
Prerequisites
None
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Description

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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives:

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


Speaker(s)

Jennifer Elder, CPA, MS, CMA, CIA, CFF, CGMA
Pasadena, MD

Jennifer Elder is a keynote speaker, trainer, and business coach in the business of business transformation.  For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome.  Jennifer works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted it to be.

Known for being energetic and enthusiastic, Jennifer has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful.  She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states.  Her sessions are highly interactive, full of discussion, and even a little entertaining.

Jennifer received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.  She lives on her boat near Annapolis, Maryland.