Project Management: Employ Best Practices and Mindset WEBINAR
Overview
Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, and developing a new service line 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 gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.
Highlights
The science of project management: reporting and analytics, documentation, forecasting and scoping. The art of project management: the mindset and influencing change.
Prerequisites
None.
Designed For
Partners, directors, managers, supervisors, IT leaders, and marketing leaders.
Objectives
Discover how project management principles transcend industries to create success. Recall the common best practices used in the field of project management. Recognize the operational risks and opportunities as part of running a project. Identify the mindset of a project management and how to adopt it.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
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