Mastering the Three Phases of Successful CPA Project Management

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Follow this link to register or access the recording. After this seminar has passed, the recording will still be available.


Event Date: August 21, 2014, 2 pm ET

Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs.  Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures. 
From a small audit, to a complex multi-state tax return, to an internal firm project each requires careful handling of information, clients and team interactions. This workshop provides essential project management skills and techniques for staff through managers.
a. Planning: scope, budget, resources and timing 
b. Execution: running the project, open items/issues 
c. Finalization: billing and collecting, wrap-up
Kristen Rampe
Kristen Rampe Consulting

Kristen Rampe is a CPA who loves helping other CPA’s develop great teams and great customers.  She provides consulting and customized, in-house CPE to professional service firms in the areas of client service, communication and team building.  Check out her blog for great ideas on how to improve your practice!




Program Levelintermediate
Advance Preparation Needednone
Delivery MethodGroup-Internet Based
Recommended CPE Credit1 credit per 50-minute session*
Registration Instructionsregister online
Refund policy/Cancellation policyDue to this program being offered free of charge, there will be no refunds issued


Sift Media is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

* To obtain CPE credit, the live session must be attended.  THE RECORDING DOES NOT QUALIFY FOR CPE CREDIT.