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Surgent's The CMA's Guide to Project Management

Monday, April 14
 10:00am - 12:00pm

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2.00 Credits

Member Price $99.00

Non-Member Price $134.00

Overview

A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing contacts with other professionals from a variety of backgrounds. Familiar analytical tools/techniques can be applied to managing projects. This brief program is designed to aid both experienced and less experienced participants in increasing their knowledge of, and comfort with, the steps and skills needed for success.

Objectives

  • Understand the process of project management
  • Provide management and organizational techniques to establish the necessary environment for success and provide examples of alternative approaches to the process
  • Demonstrate the use of analytical tools to assist throughout the process. These tools/techniques can improve the outcome of each step from selecting a project through planning, implementing, controlling, and when necessary, modifying the project.
  • Identify traps that frequently occur, and steps to manage through them 
  • Find references for further research

Highlights

  • Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA
  • Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets
  • Project evaluation: analytical tools, strategic evaluation; sources of risk
  • Maintaining focus: monitoring and measuring results; keeping to the project’s scope
  • Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization
  • Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Designed For

Public, private, and non-profit organizations and their members - CFOs, CEOs, controllers and managers

Prerequisites

Experience and/or exposure to financial management

Preparation

None

Notice

To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange “Launch Event” button.

Leader(s):

Leader Bios

Anthony La Russo

Anthony C. La Russo, BA, MBA, CMA Consultant & Lecturer / Naples, FL Tony has over 30 years of experience in industrial and service organizations. During his career he has held senior level management, operating and staff positions, including as President of companies with annual sales of $500 million, consisting of domestic and international facilities. Tony has also held senior level positions in finance, planning and business development, as well as being a Board member in start-up companies. Prior to retiring, during 2003, he was the President of a major division in an international company. Tony had been an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at Annual Meetings, programs at universities and served as an officer in trade associations. Tony also has had two books published: Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who. In addition, since retiring from full-time employment, he has lectured in 35 states including at major corporations, conducted consulting activities and managed real estate investments for a family company. Tony has developed and written courses for the American Institute of CPAs (AICPA), was a reviewer for a new book and authored an article How to Avoid Tunnel Vision.

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Non-Member Price $134.00

Member Price $99.00