Project Management Duties for CPAS (3 hrs)

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Course Description

Project Management Duties for CPAs

CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project. Project Management Duties for CPAs is a course that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project.

Course Information

Price: $47
This course is included in our Mega CPE Subscription.

Course No. CH002
Format: Online pdf (86 pages). Printed book available.
Prerequisites: None
Advance Preparation:None
Level: Intermediate
CPE Credit: 3 hrs.
Field of Study: Management Services/Technical
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: March 2022



At the end of this Introduction to Agile Project Management course, students will be able to:

  • Describe the business and management tasks that must be performed by a practice owner or individual practitioner.
  • Identify the difference between a project and business operations.
  • Recognize how the project manager is selected.
  • Identify how projects are selected.
  • Recognize how project managers must work with company employees.
  • Identify the characteristics of the three primary organizational structures.
  • Recognize the characteristic of the five process groups defined by the PMBOK® Guide.

Topics of Discussion:

Project Management
Business Tasks
Management Tasks
Project Definition
Projects vs. Operations
Programs and Program Management
Portfolios and Portfolio Management
Project Management Offices
How Projects Come About
Project Manager
Selecting the Project Manager
Project Manager Responsibilities
Business Case
Reasons for a Business Case
Developing the Business Case
Business Case Information
Business Case Example
Business Case Exercise
Project Selection
Project Selection Methods
Cash Flow Analysis Techniques
Payback Period
Discounted Cash Flows
Cash Flow Analysis Exercises
Project Stakeholders
Stakeholder Identification and Analysis
Project Sponsor
Project Champion
Working with Executives
Functional Managers
Organizational Structures
Functional Organizations
Projectized Organizations
Matrix Organizations
Strong Matrix
Balanced Matrix
Weak Matrix
Enterprise Environmental Factors
Organizational Process Assets
Project Phases
Project Life Cycle
Project Management Process Groups
Initiating Process Group
Planning Process Group
Executing Process Group
Monitoring and Controlling Process Group
Closing Process Group

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Paul Courtney
Posted 9 months ago
Succinct and On Point

Well done.

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