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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 workshop

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.

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What will the workshop cover?

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






People Management


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 (9am – 11am CST) Session 2 (9am – 12pm CST)
January 9th, 2024 January 16th, 2024
January 23rd, 2024 January 30th, 2024
February 6th, 2024 February 13th, 2024
February 20th, 2024 February 27th, 2024
March 5th, 2024 March 12th, 2024
March 19th, 2024 March 26th, 2024
April 2nd, 2024 April 9th, 2024
April 16th, 2024 April 23rd, 2024
April 30th, 2024 May 7th, 2024
May 14th, 2024 May 21st, 2024
May 28th, 2024 June 4th, 2024
June 11th, 2024 June 18th, 2024
June 25th, 2024 July 2nd, 2024
Session 1 (9am – 11am CST) Session 2 (9am – 12pm CST)
July 9th, 2024 July 16th, 2024
July 23rd, 2024 July 30th, 2024
August 6th, 2024 August 13th, 2024
August 20th, 2024 August 27th, 2024
September 3rd, 2024 September 10th, 2024
September 17th, 2024 September 24th, 2024
October 1st, 2024 October 8th, 2024
October 15th, 2024 October 22nd, 2024
October 29th, 2024 November 5th, 2024
November 12th, 2024 November 19th, 2024
November 26th, 2024 December 3rd, 2024
December 10th, 2024 December 17th, 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.