ACPEN: 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