Learning Outcomes
Identify the parts of the project management process
Recognize the importance of “Personality Styles” when assembling project teams
Identify the five groups of process management
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Earn CPE Credits!
Earn CPE Credits!
Strengthen your project management capabilities with focused, MBA-level insight tailored for accounting and finance professionals. This concise online course provides structured frameworks for managing projects from initiation through planning, execution, and team oversight. Emphasizing practical application over theory, the program equips CPAs, finance professionals, and business leaders with tools that can be implemented immediately to enhance efficiency, mitigate risks, and support successful project delivery.
Comprehensive project management process from business case to project closure
Risk and change management strategies aligned with business objectives
Team management and leadership skills for project success
Focus on measurable results and sustainable performance
Practical techniques for planning, executing, and monitoring projects
Understand how to define project goals, build a business case, and align with organizational objectives.
Learn techniques to develop schedules, budgets, resource allocation, and risk assessments.
Implement project plans effectively, manage teams, and maintain communication with stakeholders.
Track progress, manage risks, and adapt plans to ensure project success.
Properly close projects, evaluate outcomes, and capture lessons learned.
Explore ten core knowledge areas, including scope, time, cost, quality, risk, and stakeholder management.
Learn the key principles that ensure project outcomes meet objectives, quality, and efficiency standards.
Manage change effectively to reduce disruption and increase project success rates.
Get a preview of your achievement with Demo Certificate - a glimpse of the credential you’ll earn after successfully completing the program.
Peter Margaritis, CPA, CGMA, CSP is a keynote speaker, author, and communication strategist who helps professionals present financial information with clarity and confidence. He has delivered over 500 keynotes and workshops worldwide and is the author of Improv Is No Joke and Taking the Numb Out of Numbers, using applied improvisation to enhance communication and leadership.
Jennifer H. Elder, CPA, CMA, CIA, CFF, CGMA, MS is a keynote speaker, trainer, and business coach with over 20 years of experience helping organizations transform their strategy and operations. She is known for making complex business and financial topics practical, engaging, and easy to understand, and has delivered training for Fortune 500 companies, government agencies, and CPA firms across the U.S.
What Topics Are Covered?
The course covers foundational and applied project management concepts, including:
How Many CPE Credits Are Offered?
This program offers 1 CPE credit. The course is classified at the Basic level and is delivered fully online.
Who Should Enroll?
This course is designed for CPAs, finance professionals, managers, operational leaders, and business professionals responsible for executing initiatives, managing cross-functional projects, or overseeing process improvements. It is particularly valuable for professionals seeking structured project leadership skills without committing to a full MBA program.
What Skills Will I Gain?
Participants will develop the ability to:
How Is the Program Delivered?
The course is delivered online in a flexible, self-paced format. Participants can complete the program at their convenience while earning CPE credit. The format is concise, structured, and focused on practical application.
What Is the Program Level and Field of Study?