This course will discuss the project management process from building a business case and planning, to execution and managing your team. Project management is a results-focused concept that needs to be in the accountants’ toolbox. For CPAs in public accounting, every engagement, tax return audit and SOC report is a project. For CPAs in finance, your month in close, and fraud and risk assessment are projects. This course will discuss the project management process from building a business case and planning, to execution and managing your team. This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
Learning Objectives
Basic
Major Topics
Employee Handbook;Intellectual Property;Contract Law ;Contract Components;Budgeting and planning best practices;SWOT analysis;The 80/20 rule;Common budget problems;Rolling forecasts;The effects of bad data;Common Disasters;Preparing for a Disaster;Disaster recovery steps;Ranking disaster threats;Disaster planning team;Fraud Triangle ;Fraud Risk Factors;Warning Signs of Fraud;Fraud Prevention;The financial analysis process;Corporate overview;Industry analysis;Business strategy;Ratio analysis;Cash sufficiency;DuPont analysis;Horizontal and vertical analysis;Continuity plan;Types of negotiations;Setting expectations;Using “Yes and”;Egos;Listening bias;Don’t give up;Going big;Using your network
