Onboarding: Apply Project Management Techniques Webinar

Dec 21
10:30 - 12:30 p.m.

Online

2-Other
CPE Credits

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. You can alleviate their fears by providing the best experience possible. Given the adoption of a remote and blended work environment, there are more components to manage and more of a risk of something being missed. In this session, see how project management techniques can shore up gaps, remove redundancy, and add top-notch quality to your onboarding processes. 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...

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

Registration

PICPA Member: $79
Nonmember: $104

More Information

Course No. SMSMOAP2

Level: Basic

Prerequisites: None

Notes
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.

Speaker(s)

Samantha Mansfield

Samantha Mansfield LLC

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