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Client Exclusive Offer

Offshore Best
Practice Workshop

Unlock seven keys to setting up and running a successful outsourced accounting team

Offshore Best Practice Workshopv5

Fast-track the successful setup of an outsourced accounting team

Developed from client feedback and our experience in helping 1000+ firms build offshore teams, we created the Offshore Best Practice Certification.

Uncover the foundational knowledge and tools required to maximize onboarding and work efficiently with an offshore team while adding certified value to your firm’s offering.

TM an client scaled

What will the workshop cover?

The Offshore Best Practice Certification covers seven keys to offshoring success;

Recruitment

Planning

Teamwork

Communication

Training

People Management

System

Learning outcomes

Identify the dos and dont's of hiring offshore team members

Understand how the process of offshoring tasks provides greater responsibility and growth for local team members

Identify and undertake the process of mapping out tasks to offshore

Describe the tools and methods used to create a global culture for your firm

Explain what a successful conversation framework is and why meeting rhythms and check-ins
are important

Identify the measurements of success for your global office

Understand what training is provided to team members, as well as your
local staff

Outline the key performance, employee and leave policies for your global team members

Explain where you would go for support regarding business process or team members

Identify any system requirements for your new team members

Experience the benefits of learning at your own pace with our Offshore Best Practices Course

You have the option to choose between an immersive full-day session or a split session for added convenience. Both formats offer the same comprehensive content designed to enhance your offshore accounting expertise.

The full-day course takes 6 hours and provides an in-depth journey, similar to immersing yourself in a long, insightful discussion. On the other hand, the split session allows you to pause, reflect, and resume with renewed focus. Select the path that suits your schedule and learning style.

North America (Virtual) - Split Sessions

Session 1 (3pm – 5pm CST) Session 2 (3pm – 5pm CST)
October 1st, 2024 October 8th, 2024
October 22nd, 2024 October 29th, 2024
November 26th, 2024 December 3rd, 2024

A great team working together with proven techniques will add tremendous value to your organization.

See you there!

If you are unable to attend one of our virtual sessions, you may like to take this course online, self-paced.

Please speak to your Client Relationship Manager about this option.