DCPA2101. Pre-Conference Workshop: Employing Project Management Techniques to Keep Client Work Profitable (On-Site Only)

There are many new skills, technologies and processes we have learned to successfully build and grow advisory services. Having the knowledge and skills to effectively manage projects has become highly desirable within practices. Our teams have to manage special projects along with recurring work. Client onboarding involves different timing and procedures. Then add scope changes, budgets and communications, and you realize you need strong project management techniques to keep clients happy, work profitably, and keep our teams productive. In this session, learn proven project management techniques you can implement in your firm so you can be nimble and grow without speed bumps.

Additional fee of $199 required when registering for the pre-conference. If you have already registered for the main conference and wish to add the pre-conference workshop, please email Kate Shattuck at Kate.Shattuck@aicpa-cima.com.

Learning Objectives:

• Learn how to utilize a project management process in your CAS practice.
• Understand how having a project manager will keep your team focused on exceeding client expectations.
• Identify the 5 Steps to Project Planning.
• Develop a process for changing the scope of the project plan.
• Examine strategies for bringing a project that's running late back on track