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Webinar (CPA Crossings): Project Management: Best Practices, Principles, Mindset


Project Management is more than being a taskmaster and tracking data. Leading a team and managing client engagements requires a great deal of organization and planning. Some team members are naturally organized, but how many have learned the skills to manage projects? Successfully launching a new technology, onboarding clients, developing a new service… all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that got shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session you will learn how to incorporate project management basics and some best practices into your team and organization.

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…

  • Recognize how project management principles transcend industries and create success
  • Select project management principles to use on scoping projects, reporting, and improved documentation
  • Associate best practices with the management of operational risks and opportunities
  • Identify ways to lead using project management principles and mindset
Major Topics

The major topics covered in this class include:

  • The science of project management: reporting and analytics, documentation, forecasting and scoping
  • The art of project management: leading vs. managing, coaching, and diplomacy
CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Who Should Attend

Partners, directors, managers, supervisors, IT leaders, marketing leaders

Samantha Mansfield Jessica Hartsfield


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
Nov 4, 2022
7:00 am - 9:00 am MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): Project Management: Best Practices, Principles, Mindset

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