124  |  In Person Training  |  Intermediate  |  Scheduled

Project Management for Finance Professionals

Monday, October 19, 2020 8:30am - 4:00pm

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Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.

Project management is an important part of every organization; however, often companies don't differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team, or in other cases is in a position to manage a project within the finance or accounting department. In either case, he or she should be well versed in both the theory and practice of project management. While project management has probably been around since the time of building the pyramids, the modern discipline started to take hold in large organizations in the late 50s and early 60s. From there it spread to smaller organizations to the point where almost any sized organization can benefit from its ideas. This course is designed for the finance professional of the small and medium size organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples, we will follow the hypothetical project of purchasing and implementing new general ledger software as the way of discussing the steps of project management.


Live Stream Option: Can't join us in person? Register for our live stream event and join us remotely!


  • Understand when and when not to apply project management thinking.
  • Know how to define success in a project.
  • Understand and manage the critical path of a project.
  • Understand the theory of constraints in project management.
  • Know how to both choose and lead people on the project team.


Designed For

CFOs, controllers and finance professionals

Course Note

This course is also offered as a live stream.


  • Project management is a way of thinking and managing
  • Identifying projects, needs, objectives and deliverables
  • Project feasibility evaluation
  • Life cycle of a project
  • What causes projects to fail
  • Establishing the project scope and preventing "project creep"
  • Defining and managing stakeholders
  • Organizational politics and conflict management
  • Establishing the detailed schedule
  • Introduction to project management software

Your Price: $345.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after September 28, 2020.

Members log in and save $100.00 on this event. Not a member? join today.


Arthur G. Pulis

Arthur Pulis III, MBA, has been active in seminars for both the banking and finance professions and has conducted training in most of the United States, in addition to several international locations including Tibet, Nepal, India, and Dubai.

During his career, he has received many distinguished speaking and training awards, including top honors for several state CPA societies. Pulis started his career on Wall Street at the Bank of New York and was also active in commercial lending at another bank in the New York area. He then joined Horizon Bankcorp in western New Jersey where he started and operated what became the world's largest yacht finance company.

Pulis earned his undergraduate and MBA degrees from Colgate University and New York University.

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