Webinar on Demand

Charles Schwab Shares 5 Tips for Managing Complex, Cross-Departmental Projects

Presented by
Azuqua, Workfront, and Charles Schwab


Webinar Overview

Project management can be challenging when you can’t control all the dependencies that affect your projects, but it becomes even more difficult when you have to rely on other departments, globally distributed organizations, or any contingencies that you can’t directly impact.

Nathan Greer, Director of Marketing Resource Management at Charles Schwab, will share his top 5 methods for how his team uses Workfront and other SaaS applications to manage projects in a large, multinational company to have better visibility, orchestration, and reporting of projects. He’s also joined by Derek Adams, Operations Manager at Azuqua, and James Manno, Enterprise Sales Leader at Workfront, who will help you understand how any project manager can leverage these tactics today.


  • How to increase visibility and accountability across teams
  • Top reporting methods used at Charles Schwab for project management
  • How to connect all the tools you use for more effective workflows with Azuqua


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