Unlocking the Potentials of Outsourcing Part 2 - Starting the Process 2024

Overview

Ready to elevate your practice? This series is designed for professionals who have yet to explore outsourcing in their audit, tax, or CAS practice. Part 2 guides you through avoiding and mitigating common challenges when launching an outsourcing initiative. Whether you’re considering outsourcing or exploring offshore staffing, this course will arm you with the strategies to overcome obstacles and harness the full potential of global talent solutions. Companion courses: Unlocking the Potentials of Outsourcing Part 1 - The Basics Unlocking the Potentials of Outsourcing Part 3 - The Next Level Unlocking the Potentials of Outsourcing Part 4 - The Intersection of Outsourcing and AI

Highlights

• Change management considerations for your team members
• Change management considerations for your clients
• Explore ideas for initial work to be done by your outsource team

Prerequisites

None.

Designed For

CPAs and other Financial Professionals looking to understand the options and benefits of outsourcing.

Objectives

• Determine the type of work that will originally be conducted by your outsource team
• Recognize opportunities to get buy in from your team and clients
• Identify ways to mitigate risks and accelerate achievement of benefits of an outsourcing team

Preparation

None.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.