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Surgent’s Project Management for Small and Medium-Sized Enterprises (SSMG721/24)

Event Description

This past year has shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is a way of thinking and has proven to be an important path to increased success. Most of the largest organizations have embraced project management due to its being considered a “best practice” way to manage. Many of the smallest organizations might practice management, but without an organized plan and system. This course is designed to help the finance professional of a smaller organization practice project management in the finance function and also be familiar with the theories and practices making her more valuable on a project team. In an effort to avoid talking theory without concrete examples, we will often use examples born from projects needed as a result of our experiences with COVID-19.

Designed For

CFOs, controllers, and finance professionals


Understand when and when not to apply project management thinking Know how to define success in a project Understand how to manage project stakeholders Understand the theory of constraints in project management

Major Subjects

Project management is a way of thinking and managing Identifying project needs and objectives, and deliverables Project feasibility evaluation Life cycle of a project What causes projects to fail Establishing the project scope and preventing project creep Closing the project Measuring project success


Experience in financial management of a small or midsize company