March 19, 2024


2 Total CPE Credits


Project Management: Enhancing Ongoing Client Engagements

  • Instructor

    Samantha Mansfield

  • Instructor

    Jessica Hartsfield

Learning Objectives

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

  • 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

Major Topics

The major topics covered in this course include:

  • 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

CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Process Management

Advanced Preparation


Intended Audience

Partners, directors, managers, and supervisors.


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 89 89
  • ASCPA Non-Member

    $ 139 139
    Your Price

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