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Self-Study CPE
AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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THE DNA OF A CAS FIRM
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Cpe webinars
How to Manage and Secure Your Data with Remote Team Members

HOW TO MANAGE AND SECURE YOUR DATA WITH REMOTE TEAM MEMBERS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites CPE for CPAs
Advanced Preparation None
Course Description

As remote work becomes part of our new normal, businesses need to evaluate the best ways to not only manage their teams but also ensure the environments they operate in are safe and secure. In this webinar, TOA Global’s Founder and CMO, Nick Sinclair and Practice Protect’s Head of Business Development, Jon Melloy, will talk about how best to manage your team and ensure your cyber safety in a remote setting. 

 

Learning Objectives:


  • How to manage people and business changes within a remote environment

  • Discovering the technology and security best practices most effective for remote teams and clients

  • How to train your teams to become cyber-security assets instead of risks

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Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.

With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on being able help firms succeed and unlock their potential.

Learn more about Nick Sinclair and The Outsourced Accountant.

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Jon Melloy is the Head of Business Development of Practice Protect, an integrated suite of cyber-security software, compliance documents, team training and certification that enables over 850 global accounting firms to secure and control their sensitive client data and work efficiently in a cloud-first world. 
 

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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The Outsourced Accountant is the leader in providing dedicated accounting and professional support staff for firms in the USA, Australia, New Zealand and across the globe.  

With our mission to revolutionize global accounting firms, we help firms grow their global teams and supercharge capacity. We help them become more efficient, more structured and deliver more value to clients than ever before.

We have grown to over 1600 highly qualified accountants and support staff in the Philippines. We have all roles and tasks covered from basic to advanced accounting to support staff. We come with a very experienced executive and consultant team and over 100 support staff to help drive and support your global team.

You focus on workflow, we do the rest so you grow.