Project Management for Finance Professionals WEBCAST

Tuesday, November 23 8:00am - 4:00pm PST

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8.0 Credits

Member Price $259.00

Non-Member Price $309.00


Project management is an important part of every organization; however, often companies don’t differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team, or in other cases is in a position to manage a project within the finance or accounting department. In either case, he or she should be well versed in both the theory and practice of project management. This course is designed for the finance professional of the small and medium size organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples, we will follow the hypothetical project of purchasing and implementing new general ledger software as the way of discussing the steps of project management.


Project management is a way of thinking and managing. Identifying projects. needs. objectives. and deliverables. Project feasibility evaluation. Life cycle of a project. What causes projects to fail. Establishing the project scope and preventing “project creep”. Defining and managing stakeholders. Organizational politics and conflict management. Establishing the detailed schedule. Introduction to project management software.


Experience in financial management of a small or midsize company.

Designed For

CFOs, controllers, and finance professionals.


Understand when and when not to apply project management thinking . Know how to define success in a project. Understand and manage the critical path of a project. Understand the theory of constraints in project management. Know how to both choose and lead people on the project team.







Arthur Pulis

Arthur G. Pulis has been actively involved in training and consulting since 1981. During that time he has been awarded numerous awards as a training professional by state CPA societies, banking organizations, and the AICPA, where he was included among the top seminar leaders several times. Prior to entering consulting, Pulis had a varied career in financial services having worked for The Bank of New York and other banks in New Jersey. For several years, he was founder and chief operating officer of Horizon Creditcorp, which was then the world’s largest yacht finance company.

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Non-Member Price $309.00

Member Price $259.00