Live Stream Business and Industry Fest - Project Management: Tips, Tricks and Traps

102  |  Livestream  |  Update  |  Scheduled


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 highly recognized and practiced by large organizations, but often neglected by the smallest companies and entrepreneurs. This course quickly discusses the basics of project management thought and practice and then spends the majority of the time exploring some of the greatest mistakes that can be made, the ways to avoid them, and some of the tricks that have been introduced into the discipline. In the program we will explore some of the specific types of project management as well as some of the available software programs to make the task of project management easier. 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.


Number of Credits Type of Credits
4.00 Management Services

Designed For

CFOs, controllers, and finance professionals


Experience in financial management of a small or mid-size company


  • Contrasting project management with operations management
  • Reviewing organizational culture and how it applies to project management
  • The various types of project management including Agile, Scrum, Waterfall, Critical path, and others
  • Looking at risk management software and its application in different types of project management
  • Managing and leading project management stakeholders


  • Understand the importance of project management in parts of the financial function
  • See how project management can help an individual executive better organize the department
  • Review different types of project management and see which one or ones might be best for the department and organization
  • Explore some of the project management software suited for the small to medium size enterprise


Member (Early Bird)
Non-Member (Early Bird)
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at


Kerry E. Roberts, CPA

Kerry E. Roberts, CPA is a frequent public speaker and presenter. In addition to presenting for Surgent, Kerry chairs the Tennessee Senate Committee for Government Operations, which oversees 260 governmental agencies in the state of Tennessee.

Prior to working with the Tennessee General Assembly, Kerry was a business owner and CEO for 25 years. His background includes being president and chairman of a national business association, partner in a CPA firm, audit staff for a "Big 8" accounting firm, and adjunct accounting faculty for Lipscomb University.

Kerry was elected to the Tennessee State Senate in 2014 representing Cheatham, Dickson, Hickman, Humphreys, a portion of Montgomery and Robertson counties.

Kerry is a 1983 graduate of Lipscomb University (accounting major). Married since 1987, Kerry and his wife are the parents of three kids and live in Springfield, Tennessee. His hobbies include cycling, a vintage motorcycle, two antique Triumph convertibles, and tending to a 155-year-old home.

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