Remote Work: Staying Healthy and Serving Clients Amidst COVID-19

Date: Wednesday, April 01, 2020
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter(s): Renee Moelders and Tamera Loerzel of ConvergenceCoaching, LLC
Objective: Explore best practices in this 75 minute session and learn to manage, communicate and serve clients and team members in a remote environment by:
• Enacting Crisis Management Leadership Strategies to ensure your business stays healthy during this economic "pause"
• Employing social distancing and enabling remote work for your team and clients
• Managing expectations – yours, theirs, and the clients' including measuring output, deliverables and timelines
• Deploying technology to schedule, communicate, collaborate and deliver
• Outreaching to clients to provide them the immediate support they need to weather this storm
Field of Study: Business Management & Organization
Program Level: Basic
CPE Credit: 1.5 Credit Hour

No advanced preparation or prerequisites are required for this course.

Course Description
With concerns over COVID-19, there's a heightened focus on maintaining the health of your practice and people and moving to work from home. Firms are scrambling to execute crisis management strategies and maintain the right tone at the top, too. And now the country’s health imperative is driving CPA firm leaders to give up their attachment to their traditional work norms of "face time" and mandated office hours to make an abrupt move to a remote work model.

Attend this 75 minute session to explore best practices to preserve the health of your business, serve your clients and manage team members in a remote environment by:

• Enacting crisis management leadership strategies to ensure your business stays healthy during this economic "pause"
• Employing social distancing and enabling remote work for your team and clients
• Deploying technology to schedule, communicate, collaborate and deliver
• Managing expectations – yours, theirs, and the clients’ including measuring output, deliverables and timelines
• Outreaching to clients to provide them the immediate support they need to weather this storm

Attend this session to enable your team to deliver and serve clients through these unprecedented times

Presenter Bio(s)
Renee is a Partner with ConvergenceCoaching, LLC, a national consulting firm that helps leaders achieve success. She enjoys leading her clients and coachees to new possibilities in their work and life. The many years of experience she brings to her role comes from working with CPA Firms around the country as a Firm Administrator. Renee is a frequent speaker and writer on topics impacting CPA firm leaders and offers practical strategies for improvement and change.

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.