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Onboarding: Apply Project Management Techniques WEBINAR

Friday, February 24 8:00am - 10:00am PST

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Your Desk

2.0 Credits

Member Price $79.00

Non-Member Price $99.00


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.


How to apply project management to onboarding strategies. Various steps to onboarding.



Designed For

Partner, directors, managers, seniors, supervisors, and HR professionals.


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.






Leader Bios

Samantha Mansfield

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.

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Non-Member Price $99.00

Member Price $79.00