January 28, 2025


Webinar


1 CPE

Webinar (CA): Unlocking the Potentials of Outsourcing Part 3 – The Next Level 2024

January 28, 2025
Webinar
1 CPE

Webinar (CA): Unlocking the Potentials of Outsourcing Part 3 – The Next Level 2024

  • Instructor

    Sean
    Bailey

Learning Objectives

• Determine which outsourcing KPIs to utilize and publish in your firm 
• Recognize opportunities to modify the structure of an outsource team to gain better utilization 
• Identify tools your firm can adopt to accelerate the benefits of a mature outsourcing team

Major Topics

• What a mature outsource team looks like to maximize utilization 
• KPIs for your outsource and internal teams
• Workflow tools to motivate further adoption of outsourcing usage by your internal team

CPE Credits Available

1 CPE
1
Business Management & Organization

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Business/Practice Management

Prerequisites

None.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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

Provider

California CPA Education Foundation

This event has ended.