November 29, 2022


Webinar


2 Total CPE Credits

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Onboarding: Apply Project Management Techniques

Learning Objectives

After attending this presentation you will be able to...

  • 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

Major Topics

The major topics covered in this class include:

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

CPE Credits Available

2
Total CPE
2
Management Services

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

CPA Crossings

This event has ended.