Self-Study On-Demand


1 CPE

Surgent's Remote Leadership and Virtual Meeting Mastery [2025-2026]

Self-Study On-Demand
1 CPE

Learning Objectives

  • Understand the four components of virtual meetings-equipment, environment, presence, and pre-work
  • Create operational procedures to utilize in all virtual meeting formats
  • Master how to communicate with authority, gravitas, and authenticity in a virtual professional setting
  • Enhance in person perception by exhibiting leadership skills virtually

Major Topics

  • Create an equipment/technology checklist before each meeting
  • Structure your environment for maximum effect
  • Manage and mitigate distractions
  • Handle and respond to technology issues
  • Present yourself with authority
  • Prepare to achieve the best outcomes
  • Establish an authentic and accessible professional presence
  • Navigate a group meeting as well as one on one discussions
  • Master audio only meetings and discussions

CPE Credits Available

1 CPE
1
Personal Development

Things to Know About This Course

Course Level

  • Basic

Prerequisites

General familiarity with business principles

Advanced Preparation

None

Intended Audience

Anyone in the accounting or financial service professions who is interested in enhancing leadership skills and advancement opportunities by mastering virtual communication strategies.

Provider

Surgent

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