Cart ( 0 )

Connection & Advocacy

Loading Events

« All Events

Surgent’s Project Management: Tips, Tricks, and Traps (SU0230/24)

Member Price $155
Non-Member Price $167
If you are a member, please login to activate member pricing.

October 2 @ 1:00 pm - 4:30 pm

Event Description

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

Major Subjects

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


Experience in financial management of a small or midsize company




October 2
1:00 pm - 4:30 pm
4 Credits


Credit Hours
Max Registrations
Course Type
Course Level