The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this course we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients.
Clarification between workflow and project management and the use of each. Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience.
Partners, directors, managers, and supervisors.
Distinguish between workflow and project management. Apply project management principles to orchestrating the client experience within the firm. Identify who is involved in structuring the project plan.
Samantha Mansfield, CPA Crossings LLC
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 $109.00
Member Price $89.00