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2022 Digital CPA Conference

DCPA2233 - Leveraging Project Management Best Practices to Enhance Client Service

‐ Dec 7, 2022 11:00am

Standard: $ 49.00

Successful client service requires effective client and project management. Experienced professionals learn techniques and tricks to track the workflow and monitor the status. Applying project management is an art and science. It offers a set of tools that are applicable and relevant to producing a quality client experience. Project management techniques uncover inefficiencies and gaps in current processes, as well as, planning and forecasting needed to drive necessary changes for future success. In this session, hear ways to incorporate project management best practices that can enhance your client service through greater organization and efficiency in your team.

Learning Objectives:

  • Identify project management best practices to gain control of your processes and short-term projects
  • Identify ways to uncover causes of inefficiencies and how to combat them


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