Project Management: Enhancing Ongoing Client Engagements
Wednesday, April 2, 2025
1:30-3:30 p.m. Central
2 CPE (2 non-technical)
Course code: 25WX-0041
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Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
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 session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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Clarification between workflow and project management and the use of each
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Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience
Learning objectives
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Distinguish between workflow and project management
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Apply project management principles to orchestrating the client experience within the firm
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Identify who is involved in structuring the project plan
Who should take this program?
- Partners, directors, managers, and supervisors.
Pricing
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Standard Member Fee |
$89.00
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 Standard Nonmember Fee |
$89.00
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