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Text Content

LIVE WEBINARALL YOU NEED TO KNOW ABOUT OFFSHORING FOR ACCOUNTING FIRMS

Select Date & Time Sep 20, 2023 02:00 PM EDT
Register Now



SESSION DESCRIPTION ALL YOU NEED TO KNOW ABOUT OFFSHORING FOR ACCOUNTING FIRMS

This session covers:


PRIOR TO OFFSHORING

 * Offshoring Trends
 * Handling Onshore Team’s Concern
 * Do's and Don'ts.
 * Handling Client’s concern
 * Best Practices
 * Data Security and Privacy
 * Choose Right Partner
 * Understanding Indian Ecosystem
 * How to Be Offshoring Ready


POST OFFSHORING

 * Scaling Offshoring
 * End Client facing Roles
 * Task & Roles to be offshore
 * Non-Technical Roles
 * Handling Phase Wise Growth
 * Working Models in Offshoring
 * Challenges and Solutions
 * DOO – The next generation of offshoring
 * Hiring Senior Talent


IN THE SESSION ACCOUNTING FIRM OWNERS WILL ALSO GAIN INSIGHTS INTO THE
FOLLOWING:

 * Pitfalls associated with accounting offshoring
 * Practical insights and actionable advice for implementing accounting
   offshoring strategies
 * Implementing and Scaling Offshoring for your firm
 * Challenges faced by clients in accounting offshoring
 * Learnings and understandings derived from real-world examples
 * Our existing clients will participate and share their perspectives and
   experience

Once you attend the webinar and complete evaluation form we shall give you a
certificate for your credits.




KEY TAKEWAYS

 * To discuss the current trends and dynamics driving the growth of outsourcing
   and offshoring.
 * To explain best practices and key considerations for successful offshoring
   initiatives.
 * To gain insights into choosing the right offshoring partner and ensuring data
   security and privacy.
 * To explore strategies for scaling offshoring operations and handling
   phase-wise growth.
 * To identify challenges and effective solutions in hiring senior talent,
   managing client-facing roles, and incorporating non-technical roles in
   offshoring setups.

Register Now


CONTINUING EDUCATION CREDITSTHE WEBINAR QUALIFIES FOR

 * 1 General Credit for all Accountant
 * 1 CPD Credit for all ACCA
 * 1 CPD Credit of Business Mgmt & Org for CPA in Canada
 * 1 CPD Credit for all CA - Ireland
 * 1 CPE Credit of Business Mgmt & Org for CPA (US)
 * 1 CPD Credit for all CPA - Ireland
 * 1 CPD Credit for all CA - ICAEW

Subject Area Business Management & Organization
Course LevelBasic
Instructional Method Group Internet Based


RECOMMENDED FOR

CPAs
ACCA
Accountants
Any Professionals
At Any Level of Accounting
Firm owners seeking informed decisions to maximize the potential of accounting
outsourcing & offshoring


SPEAKERS

SHAWN PARIKH

CEO and Founder of Entigrity

CHRIS RIVERA

Direct of Client relations

VIBHU KHANNA

Sr Manager, Entigrity

RATINGS

4.9/5
4.9/5

ATTENDED BY


3500+ (Firms)

FIRMS WORKING WITH ENTIGRITY


725+


OFFSHORING IS HERE TO STAY, BUT THE RULES ARE CHANGING…

Discover the latest trends and insights on offshoring for accounting firms and
how to ensure your business is prepared for the future.

Get Ahead of the Game with Offshoring Trends 2023 & Beyond

Valued at $99

Reserve your complimentary copy today

Get It Now


WEBINAR REVIEWS

<
Previous

Julian Tolliver
Partner, Valor CPAs

This webinar challenged conventional thinking and presented offshoring as a
paradigm shift in the accounting industry. The presenters skillfully weaved
together insights on business management, organization, talent management, and
onboarding, showcasing the holistic impact of offshoring on a firm's operations.



Allen Stambaugh
Certified Public Accountant at Stambaugh Law Offices

I already met Shawn a few years back, and we discussed the possible synergies we
could work on. At that time, our firm was also in a phase where we were
considering the possibility of partnering with an offshoring staffing provider
to delegate certain tasks. However, we were relatively inexperienced in
implementing the offshore staffing. Out of curiosity and a desire to learn more,
I recently attended a webinar that shed light on the broader possibilities that
offshoring can offer. Thanks, Shawn and his team



Lee Weinstein
Founder LW Solutions and LWS Financial

I find it very insightful when they start discussing how to find the right
offshoring partner, remote work, automation, cybersecurity, and collaboration.
It's like a whole new world of possibilities for us to tap into the talent and
take our firm to the next level.



Basil Agrocostea
Accountant and Advisor at Agro Accounting

The strategies they shared for scaling up offshore staffing were seriously
invaluable. I mean, you can't put a price on that kind of knowledge! They
totally emphasized the importance of data security and privacy. I've been
running my own firm for a good ten years now, and one of my biggest concerns has
always been how to protect my clients' data when working with offshore partners.
The speakers, Vibhu and Tushar, laid out exactly what IT and data security
policies any offshore partner should follow before considering working with
clients like us.



Julian Tolliver
Partner, Valor CPAs

This webinar challenged conventional thinking and presented offshoring as a
paradigm shift in the accounting industry. The presenters skillfully weaved
together insights on business management, organization, talent management, and
onboarding, showcasing the holistic impact of offshoring on a firm's operations.



Allen Stambaugh
Certified Public Accountant at Stambaugh Law Offices

I already met Shawn a few years back, and we discussed the possible synergies we
could work on. At that time, our firm was also in a phase where we were
considering the possibility of partnering with an offshoring staffing provider
to delegate certain tasks. However, we were relatively inexperienced in
implementing the offshore staffing. Out of curiosity and a desire to learn more,
I recently attended a webinar that shed light on the broader possibilities that
offshoring can offer. Thanks, Shawn and his team



Lee Weinstein
Founder LW Solutions and LWS Financial

I find it very insightful when they start discussing how to find the right
offshoring partner, remote work, automation, cybersecurity, and collaboration.
It's like a whole new world of possibilities for us to tap into the talent and
take our firm to the next level.



Basil Agrocostea
Accountant and Advisor at Agro Accounting

The strategies they shared for scaling up offshore staffing were seriously
invaluable. I mean, you can't put a price on that kind of knowledge! They
totally emphasized the importance of data security and privacy. I've been
running my own firm for a good ten years now, and one of my biggest concerns has
always been how to protect my clients' data when working with offshore partners.
The speakers, Vibhu and Tushar, laid out exactly what IT and data security
policies any offshore partner should follow before considering working with
clients like us.



Julian Tolliver
Partner, Valor CPAs

This webinar challenged conventional thinking and presented offshoring as a
paradigm shift in the accounting industry. The presenters skillfully weaved
together insights on business management, organization, talent management, and
onboarding, showcasing the holistic impact of offshoring on a firm's operations.


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FREQUENTLY ASKED QUESTIONS

 * Is this event In-person or virtual?
   This is a virtual event and shall be held on Zoom Application. The handout
   material for each session shall be available for download on the webinar
   detail page.
 * How is this different from normal webinars?
   Virtual Webinar with Entigrity is enveloped around a theme or subject or
   driven towards a particular audience, and is designed to be more
   collaborative; with a tremendously interactive agenda, panel discussions, and
   gives an option to all participants being able to turn their web cameras on
   and participate more actively. Virtual Webinar offers a session over a longer
   time frame of more than an hour. Virtual Webinar help build a community or
   initiate networking opportunities.
 * What Continuing Education Credits I will get after attending this event?
   The duration of this event can be seen below its title. The credits for this
   webinar are also mentioned below the title.
 * What do I get out of attending this event?
   The Specific Takeaways and the purpose of this event is mentioned in the
   ‘Overview’ and ‘Webinar Description’. Additionally, by attending a Live
   Virtual Event you can experience the interactivity equivalent to an in-person
   seminars without having to leave your screens or risk your lives especially
   post pandemic situations. Nevertheless, bulk CPE/CE is an icing on the cake.
 * Do I need any special application or technology platform for this event ?
   Entigrity is seamlessly integrated with ZOOM for conducting continuing
   education events. Please ensure that you check the system requirements before
   the event starts. The system requirements are :
    1. An internet connection – broadband wired or wireless (3G or 4G/LTE)
    2. Speakers and a microphone (required in case of interactive sessions) –
       Built-in, USB plug-in, or wireless Bluetooth
    3. A webcam or HD webcam - built-in, USB plug-in (required in case of
       interactive sessions)
    4. CLICK HERE to view the System Requirements for Zoom.

 * Do we get any breaks?
   No there are no breaks
 * What if I had to leave the event in between? Will I get the credits for
   attending sessions?
   The Entigrity virtual events are designed to impart education around a
   specific theme or subject from a basic to an advanced level, which is why we
   do not recommend you to leave the event in between. However, if you had to
   leave the event because of some unforeseen circumstances, you would be
   granted the credits for the sessions that you attended completely and wherein
   you answered all the polling questions.
 * Can I have access to recording of the event?
   The recording of the event can be made available to you, on request. You can
   reach out to us at patrick@entigrity.com or can also let us know through live
   chat support if you need a recording for this event. However, the recording
   shall not be available for Continuing Education Credits.
 * What is the cancellation and refund policy for the virtual events?
   You can cancel your registration for a webinar at any time before the start
   of the event.
 * How Can I View The Upcoming Virtual Events?
   All the upcoming virtual events can be seen listed on this link:-
   www.entigrity.com/webinar
 * How Do I Launch The Virtual Event?
   A unique joining link will be shared with you on your registered email ID
   once you have registered for a webinar. You can join in using the unique link
   at the scheduled time of the event. Entigrity recommends that you verify if
   your digital device is compatible with the ZOOM software prior to attending
   the live events on Entigrity.
 * How Do I Obtain CPE Credit For The Virtual Event?
   For every Session you attend in a Virtual Event, you need to remain logged
   into the session till the end and answer the polling questions asked during
   the event. Once you have fulfilled these two criteria, you shall receive an
   evaluation form in the next 24 hours. You will receive an email with the link
   to complete the evaluation form and it will also be available in your email.
   Once you complete the evaluation form, you will receive an email with your
   credit certificates and the same shall also be available in your email. The
   link in the certificate email is for downloading the certificates. If the
   event qualifies for multiple certificates, each certificate will be available
   for download.
 * How Do I View My Certificate Of Completion?
   Once you complete the evaluation form, you will receive an email with your
   credit certificates and the same shall also be available in your email. The
   link in the certificate email is for downloading the certificates. If the
   event qualifies for multiple certificates, each certificate will be available
   for download
 * What Happens If I Have Technical Issues During The Virtual webinar?
   During every webinar the chat panel shall always be open. You can mention the
   issue faced by you in the chat panel and our moderator will take it up for
   resolution shortly. You can also reach out to our support team in the live
   chat support or at info@entigrity.com
 * Will The Event Be Recorded?
   Yes, each live virtual webinar shall be recorded and the recording of the
   same can be made available to on request. However, the recording shall not be
   eligible for continuing education credits.

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