Building and Maintaining an Engaged Remote Team
Overview
Building a remote team is no longer just a perk- it's a strategic advantage for CPA firms that want to attract top talent, improve retention, and scale sustainably. This session will explore how to intentionally design a remote work environment that balances flexibility with accountability. Attendees will learn how to structure communication, meetings, and leadership touchpoints so remote staff stay engaged, aligned, and productive. This session will provide practical systems CPAs can implement immediately.
Highlights
- Designing a secure and compliant remote work environment
- Technology stack essentials for remote CPA firms
- Structuring communication and meetings for remote teams
- Accountability systems and performance visibility
- Leadership touchpoints and management hierarchy
- Building engagement, culture, and trust without physical proximity
- Retention strategies: bonding, recognition, and in-person connection
Prerequisites
Interest in remote team, already have a team in place
Designed For
CPA firms, firm owners, sole practitioners
Objectives
- Participants will learn how to set up a secure, well-structured remote work environment that
supports productivity and protects firm data - Gain practical tools for monitoring performance, maintaining accountability, and keeping remote teams engaged through clear workflows, check-ins, and communication systems
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
- Eman Abdur-Rahman
Non-Member Price $59.00
Member Price $39.00