This CPE course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working off-site, and how to effectively manage a team of professionals who work outside a traditional office environment
Learning Objectives:
Upon successful completion of this course, you will be able to:
- Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
- Point out at least 3 technology guides that can assist in setting up remote offices.
- Recall at least 10 jurisdictions around the world that offer financial incentives for remote working.
- List at least 10 case studies of successful remote working initiatives in professional services and accounting.
- Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
- Give examples of at least 10 ways COVID has impacted and accelerated remote work.
Topics Covered:
- What is Remote Working
- History of Remote Working
- Importance and Benefits of Remote Work
- Shift to Remote Work in Accounting Industry
- Why Accountants Need to Embrace Remote Working
- Remote Working Templates and Key Documentation
- Essential Tools and Technologies for Remote Accountants
- Remote Working Tech Stack
- Cyber Security Best Practices
- Confidentiality and Data Protection
- Creating a Dedicated and Comfortable Workspace
- Ergonomics and Maintaining Good Posture
- Setting Up the Necessary Hardware and Devices
- Organizing Your Digital Workspace
- Best Practices for Remote Communication
- Synchronous vs. Asynchronous Communications
- Building Relationships with Remote Teams
- Common Sense Remote Working Management Tips
- Hybrid Models of Remote Working
- Remote Working Case Studies
- Working with Clients and Stakeholders Remotely
- How to Maintain Professionalism in Virtual Meetings
- Setting and Prioritizing Goals
- Effective Time Management Strategies
- Avoiding Distractions and Staying Focused
- Balancing Work and Personal Life
- Adhering to Accounting Standards and Regulations
- Managing Remote Risks
- Staying Up to Date
- Identifying Remote Accounting Job Opportunities
- Developing a Strong Online Presence
- Successful Remote Accounting Teams and Organizations
- Overcoming Common Remote Work Challenges
- Evaluating Your Remote Work Readiness
- Action Plan for Implementing Remote Work
Who Will Benefit/Target Audience:
Practitioners who want to evaluate remote work opportunities and challenges, and explore the concept of work as something you do, not where you are.
Prerequisite Knowledge
Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.
- Author: Garrett Wasny
Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness and the ever-increasing cost of higher education. The course details the principal steps in developing a financial plan, the critical issues in managing and protecting wealth, the products and concepts available to implement wealth management objectives and their tax treatment.
Course Learning Objectives
Upon completion of this course, you should be able to:
- Discuss the evidence indicating the need for comprehensive financial planning
- Recognize the steps in developing a client’s financial plan
- Describe the critical issues in managing wealth
- Identify the principal products and concepts available to Implement and facilitate wealth management objectives
- Apply the principles of wealth management to improve the financial situation of clients
- Author: Winn Publications
