Project Management

This program comprises four 90-minute live-virtual classes held weekly. This course will be conducted virtually over Zoom and is created by Lake Forest Graduate School of Management.

This course offers 7.2 CPEs. CIMA®, CPWA®, CIMC®, RMA® CE Credits have been applied for and are pending approval. Learn more here (accreditation & certificate section).

About Lake Forest Center for Leadership:
Lake Forest Center for Leadership is a world-class leader in hands-on business education. Their faculty is comprised of experienced business people who tap into their years of realistic business knowledge to provide participants the opportunity to understand and learn first-hand how to overcome challenges and succeed.

Oct 5 at 1:00 pm EDT
Module 1: Project Management Principles

Attend Class
Overview
  • Triple constraint →Five Stages of a Project →Owners and Dates →Four Questions to consider when delivering status updates
  • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
  • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly

Oct 12 at 1:00 pm EDT
Module 2: Roles and Responsibilities

Attend Class
Overview
  • Module One Review →Project Stakeholder Communication →Key elements to Project Success →Project Scope →Project Change
  • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
  • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly

Oct 19 at 1:00 pm EDT
Module 3: Scope and Planning

Attend Class
Overview
  • Modules One and Two Review →Project Planning and Schedule →Work Breakdown Structure →Schedule Management
  • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
  • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly

Oct 26 at 1:00 pm EDT
Module 4: Executing & Communication

Attend Class
Overview
  • Risk Management and Contingency Planning →Executing and Controlling the Project →Meeting Management →Utilizing Status Reports and PM Tools →Program Review
  • Review examples from financial services industry and how to apply them to building out a formal business process within the asset and wealth management space
  • Breakout sessions using simple examples to understand concepts and how to put them into place more broadly