November 16, 2026

Live Webcast

NYSED 2
•
NASBA 2

Module 5: Managing Engagements, Priorities, and Workflow in Complex Practice Environments

November 16, 2026
Live Webcast
NYSED 2
•
NASBA 2

Module 5: Managing Engagements, Priorities, and Workflow in Complex Practice Environments

This module provides practical strategies for managing multiple priorities, balancing workloads, and leading successful engagements in demanding environments. Participants explore project management techniques, budgeting concepts, emerging technologies, and the business economics that influence engagement success. The session also addresses balancing professional responsibilities with ongoing career development and examination requirements.

This product is sold as part of a series. Please use this link to complete your purchase: Catalog - Financial Leadership Certificate Program: Advancing the Modern Professional Series | NYCPA

Learning Objectives

By the end of this module, participants will be able to:

  • Prioritize competing responsibilities and manage multiple engagements effectively.
  • Apply workflow and project management techniques to improve efficiency and quality.
  • Utilize available tools, including AI enabled technologies, to support productivity.
  • Recognize that deadlines require planning, coordination, resource management, and ongoing communication.
  • Interpret budget to actual results and understand their impact on engagement profitability.
  • Develop and monitor engagement budgets and resource plans.
  • Understand the role of gross margin and other engagement economics in practice management.
  • Balance client commitments, professional development, and examination preparation requirements.
  • Evaluate the opportunities and challenges associated with remote and international talent resources.

CPE Credits Available

NYSED 2
NASBA 2
2
Advisory Services (NYSED) - NYSED
2
Management Advisory Services (NASBA) - NASBA

Things to Know About This Course

Provider

Foundation for Accounting Education

This session is part of the Financial Leadership Certificate Program: Advancing the Modern Professional Series.

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