August 25, 2020


8 Total CPE Credits


Project Management for Finance Professionals

  • Instructor

    Marc Hamilton

Learning Objectives

  • Understand when and when not to apply project management thinking
  • Know how to define success in a project
  • Understand and manage the critical path of a project
  • Understand the theory of constraints in project management
  • Know how to both choose and lead people on the project team

Major Topics

  • Project management is a way of thinking and managing
  • Identifying projects, needs, objectives, and deliverables
  • Project feasibility evaluation
  • Life cycle of a project
  • What causes projects to fail
  • Establishing the project scope and preventing "project creep"
  • Defining and managing stakeholders
  • Organizational politics and conflict management
  • Establishing the detailed schedule
  • Introduction to project management software

CPE Credits Available

Total CPE
Advisory Services

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Management Advisory Services


Experience in financial management of a small or midsize company

Advanced Preparation


Intended Audience

CFOs, controllers, and finance professionals


Surgent McCoy CPE

This event has ended.