Project Management: Tips, Tricks, and Traps - Virtual Experience

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  • Location
    • Your Computer
      Your Space
      ISCPA / WASCPA Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Management (4.00)
  • Prerequisites
    • Experience in financial management of a small or midsize company

  • Vendor
    • Surgent
  • Level
    • Intermediate
  • Message
    • Virtual Experience


This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.

Designed For

CFOs, controllers, and finance professionals


Understand the importance of project management in parts of the financial function, See how project management can help an individual executive better organize the department, Review different types of project management and see which one or ones might be best for the department and organization, Explore some of the project management software suited for the small to medium size enterprise


Contrasting project management with operations management, Reviewing organizational culture and how it applies to project management, The various types of project management including Agile, Scrum, Waterfall, Critical path, and others, Looking at risk management software and its application in different types of project management, Managing and leading project management stakeholders

Advanced Prep

  • Manual will be available to download in the meeting room
  • Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
  • Register Now

    Registration is closed. Please contact ISCPA at 208-344-6261 or email if you have any questions.


    William Allen

    Dr. William H. Allen Jr. opened his own accounting firm (Allen & Associates, CPA) in 1984 and he still manages the firm's overall day-to-day operations. His particular expertise lies within the areas of taxation and attest functions, which include auditing, compilations, reviews, and other services where independence is required. Prior to starting his own company, Dr. Allen worked for Arthur Andersen, LLP for 12 years in their Chicago, Atlanta, and Los Angeles offices. Dr. Allen holds a B.A. degree (double major in accounting and economics) from Florida A&M University. He received his M.B.A. degree (emphasis in accounting and finance) from Northern Illinois University. He also has a Ph.D. degree in accounting systems design and implementation from Temple University.

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