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DCPA2233
Leveraging Project Management Best Practices to Enhance Client Service
Date
December 7, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2022 Digital CPA Conference
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
Speakers
Senior Consultant, ConvergenceCoaching, LLC
Partner, Wiss
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