Project management is more than being a taskmaster and tracking data. Leading a team and managing client engagements requires a great deal of organization and planning. Some team members are naturally organized, but how many have learned the skills to manage projects? Successfully launching a new technology, onboarding clients, developing a new service… all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that got shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session you will learn how to incorporate project management basics and some best practices into your team and organization.
The science of project management: reporting and analytics, documentation, forecasting and scoping. The art of project management: leading vs. managing, coaching, and diplomacy.
Partners, directors, managers, supervisors, IT leaders, and marketing leaders.
Recognize how project management principles transcend industries and create success. Select project management principles to use on scoping projects, reporting, and improved documentation. Associate best practices with the management of operational risks and opportunities. Identify ways to lead using project management principles and mindset.
Founder, Samantha Mansfield, LLC
Samantha Mansfield has been in the tax and accounting technology industry since 2000. During that time she has consulted with firms of all sizes and spoken on workflow and web services implementations. In addition, she has trained on the use of technology as well as assisted firms in transforming their business models to fully leverage technology implementations. Over the last two decades she has incorporated these insights to develop and deliver educational summits and workshops to help firms accelerate their growth.
Her bachelor’s degree is from Hillsdale College in Business Administration/ Marketing. Samantha has also served on the board of two not for profit organizations for several years as various officers. She is driven everyday by sharing information that helps people grow and succeed!
In 2016 and 2018 Samantha made Accounting Today’s “Top 100 Most Influential People in Accounting” list, three consecutive years made CPA Practice Advisor’s “40 Under 40”, and in 2018 and 2019 was honored with AICPA and CPA Practice Advisor’s “Most Powerful Women in Accounting” award.
Non-Member Price $99.00
Member Price $79.00