Successful Engagement Management: On time and On Budget

Course Details


Monday, March 20, 2023

8:00am – 10:00am (Registration: 10:05am)



Field of Study

Advisory Services

CPE Credit

2 hours CPE credit

Level of Knowledge



CPA Crossings




Every audit, tax return, or consulting engagement is a project that needs to be actively managed in order to deliver a quality product, be profitable, and enhance the client relationship. If you don't understand the interactions of the "Triangle of Truth" your engagements will be late, over-budget, and stressful. 
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.


The major topics covered in this class include:

  • Overview of the project management process
  • Project management challenges, solutions, and secrets
  • Methods to track your project


After attending this presentation you will be able to...

  • Apply the five elements of the project management process
  • Identify the primary challenges of engagement management
  • Distinguish the elements of the "Triangle of Truth"
  • Differentiate 15 techniques to get engagements completed on-time and on-budget

Designed For

Anyone responsible for delivering engagements

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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