Managing Projects and Tasks – Helpful Tools

Date: Monday, January 26, 2026
Time: 01:30 PM ET / 12:30 PM CT / 11:30 AM MT / 10:30 AM PT [Prevailing Time]
Presenter: Tommye Barie, CPA, Succession Institute
Moderator:
Objective(s):
• Define what a Project is
• Clarify Expectations
• Communicate responsibilities and timelines
• Convey the tasks or milestones of the project
• Cover the standards like budgets, quality, process
• Create success by holding your people accountable.
Field of Study: Personal Development
Program Level: Intermediate
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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Course Description

Do you constantly lead projects and are looking for some helpful hints and tools about how to approach them to both efficiently and effectively driving successful outcomes.  Anytime you are leading work, people and outcomes, the fundamentals of project management are not Pert and or Gantt charts, although they are important tools to facilitate large projects, but in CPA firms, often projects are short and dynamic.  In these situations, the focus needs to shift to the basics which would include Accountability, Clarity, Communications, Tasks and Standards (ACCTS).

Learning Objectives:

• Define what a Project is
• Clarify Expectations
• Communicate responsibilities and timelines
• Convey the tasks or milestones of the project
• Cover the standards like budgets, quality, process
• Create success by holding your people accountable.

Presenter and Moderator Bios

Presenter: Tommye Barie, CPA, Succession Institute

Tommye Barie, CPA is a recently retired partner from one of the 100 largest accounting and consulting firms in the U.S., where she launched the firm’s Client Advisory Services practice and served on several strategic committees. With over 30 years of experience in audit and assurance, she is widely recognized as a visionary leader in the accounting profession. Tommye has served as Chair of the AICPA and the Florida Institute of CPAs, and represented the U.S. on the board of the International Federation of Accountants. She has been named one of the 100 Most Influential People in Accounting and one of the 25 Most Powerful Women in Accounting. Tommye continues to serve on various boards, mentor young professionals, and speak on leadership, strategy, and innovation.

Cost
$35.00 for CPAFMA Members / $80.00 for Non-Members / Free for PAFMs

This webinar is part of the following series:

Firm Management Series

Join CPAFMA for a dynamic 4-part webinar series focused on key aspects of firm management tailored for CPA firm leaders and managers. Each session explores essential skills and strategies to help you lead more effectively, drive accountability, and foster a productive team environment.

Catch It On-Demand

Registered for the series but have a conflict with a date? All that register and will receive links to view the webinars on-demand, so that you can still have access to all content, even if you miss one of the live broadcasts. Replays are available for all sessions even if you purchased the series after the date of the live broadcast.

October 24 at 1:30 pm | Normalizing Accountability on Your Team
November 12 at 1:00 pm | Change Management Essentials for CPA Firm Managers
December 4 at 12:00 pm | Generational Differences in the Workplace
January 26, 2026 at 1:30 pm | Managing Projects and Tasks – Helpful Tools

The entire series can be purchased at a discount for:
$105.00 for Members / $240.00 for Non-Members / Free for PAFMS

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the webinar’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for webinars. If a registrant is unable to participate in the webinar and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future webinar. Alert the CPAFMA staff member monitoring the webinar if technical difficulties are encountered and technical support will be provided to eliminate problems with future webinars.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the webinar recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA webinars or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.