Project Management For Financial Institutions Certification

Project and leadership strategist Jami Yazdani will introduce you to project management basics used in financial institutions, offering actionable strategies that can help you successfully plan and deliver projects.

Topics Covered

  • Introduction To Project Management For Financial Professionals
  • Stakeholders And Communications
  • Scope, Deliverables, And Schedule
  • Project Closing And Beyond
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Training Overview

Earn your Project Management for Financial Institutions Certification. Develop skills to drive teamwork and improve outcomes.

Financial institution leaders at all levels can use proactive planning and intentional communication to improve their projects, programs, and collaborations in face-to-face and virtual environments.

To help you master the principles and best practices of project management, we have developed an engaging series of four webinars packed with proven techniques that you can implement immediately.

Earning your Project Management for Financial Institutions Certification will enable you to:

  • Build strong teams with effective communication
  • Foster successful outcomes for your institution
  • Demonstrate your knowledge
  • Accelerate your career

Gain insight through our comprehensive four-session program and earn a prestigious professional designation awarded by Sheshunoff Consulting + Solutions and BankersWeb.

Project Management For Financial Institutions Certification

Webinar 1: Introduction To Project Management For Financial Professionals

  • Fundamental elements of project management
  • Project phases
  • Planning areas
  • Framework for successfully managing projects

Webinar 2: Stakeholders And Communications

  • Project initiation
  • Inclusive approach to stakeholder management
  • Intentional communication techniques
  • Team motivation and engagement

Webinar 3: Scope, Deliverables, And Schedule

  • Creating buy-in
  • Integrative approach to project planning
  • Monitoring progress
  • Strategies to keep projects on-track

Webinar 4: Project Closing And Beyond

  • Forward-thinking project closing activities
  • How to address common project challenges
  • Review of project management strategies
  • Techniques to boost all collaborations
Recommended Audience
Who Should Attend?
  • Operations managers
  • Information technology managers
  • Business development managers
  • Administration managers
  • Senior managers
  • Audit and compliance managers
  • Team leaders
  • Supervisors
  • Consultants
  • Anybody who has been asked to manage a project
  • Financial institution HR professionals
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials

Expert Presenter

Jami Yazdani
  • Certified Project Management Professional (PMP) & Disciplined Agile Scrum Master (DASM)
  • Founded Yazdani Consulting and Facilitation in 2018 to help mission-driven organizations solve management problems
  • Over 15 years of experience managing complex projects and planning initiatives, leading technology innovations and process improvements, and guiding groups of diverse colleagues and stakeholders toward consensus and positive outcomes.
  • More than 10 years of leadership experience in libraries and public higher education, managing people, budgets, and projects.
  • Served on the boards of several nonprofits and professional associations, working in leadership, marketing, programming, and mentoring roles.
  • Currently serves on the board of the Triangle Organizational Development Network.
  • Master of Library and Information Science from Louisiana State University.
  • Master of Technology Management from the University of Maryland Global Campus.