April 6, 2026


Vendor Webinar


4 CPE

Surgent's Project Management: Tips, Tricks, and Traps

April 6, 2026
Vendor Webinar
4 CPE

Surgent's Project Management: Tips, Tricks, and Traps

Learning Objectives

  • 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

Major Topics

  • 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

CPE Credits Available

4 CPE
4
General

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Experience in financial management of a small or midsize company

Advanced Preparation

None

Intended Audience

CFOs, controllers, and finance professionals

Provider

Surgent

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