Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS; Peter Margaritis, CPA, CGMA, Mac


    Credit Info
  • NASBA Field of Study

  • Format

    On demand

  • Level

  • CPE Credit


  • Course acronym

  • Prerequisites

  • Course duration

    1 Hour

MBAexpress: Project Management

Project management is a results-focused concept that needs to be in the accountants’ toolbox. For CPAs in public accounting, every engagement, tax return audit and SOC report is a project. For CPAs in finance, your month in close, and fraud and risk assessment are projects.
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Topics discussed

Initiating a project
Executing * Monitoring
Ten project management knowledge areas
The Triangle of Truth
Change management in project management

Learning objectives

Identify the parts of the project management process
Recognize the importance of considering “Personality Styles”; when assembling project teams
Identify the five groups of process management
Recognize how project management applies to accountants

Who will it benefit?

CPAs, corporate finance teams, business leaders and other financial professionals.