WEX – Project Management (PM)

Description

Project management is a results-focused concept that needs to be in the accountants’ toolbox. For CPAs in public accounting, every engagement, tax return audit and SOC report is a project. For CPAs in finance, your month in close, and fraud and risk assessment are projects. This course will discuss the project management process from building a business case and planning, to execution and managing your team.

Learning Objectives
  • Identify the parts of the project management process
  • Recognize the importance of considering “Personality Styles” when assembling project teams
  • Identify the five groups of process management
  • Recognize how project management applies to accountants
Major Topics
  • Initiating a project
  • Planning
  • Executing * Monitoring
  • Closing
  • Ten project management knowledge areas
  • The Triangle of Truth
  • Change management in project management
Provider
Business Learning Institute
Course Level
Basic
Professional Area of Focus
T Shaped Professional Integration and Collaboration
CPE Field of Study
Management Services
2.0
Who Should Attend

CPAs, corporate finance teams, business leaders and other financial professionals

Instructor(s)
Peter Margaritis
Prerequisites

None

Advanced Preparation

None

Register Now
When
Oct 29, 2024
5:00 pm - 7:00 pm EST
Location
Online
Total CPE Credits
2.0
Format
Live Webcast

Register for this Event

WEX – Project Management (PM)


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