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Webinar (CPA Crossings): Onboarding: Apply Project Management Techniques


Successfully onboarding clients and staff sets the tone early in the relationship. Putting your best foot forward means providing your clients with a stable and consistent process. You can alleviate their fears by providing the best experience possible. Given the adoption of a remote and blended work environment, there are more components to manage and more of a risk of something being missed. In this session, see how project management techniques can shore up gaps, remove redundancy, and add top-notch quality to your onboarding processes.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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
CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Who Should Attend

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



Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Jun 24, 2022
11:30 am - 1:30 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): Onboarding: Apply Project Management Techniques

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