Advisory Amplified 2026

Build Your Band

About this lesson

Panel: The Global Team Playbook: Culture, Capacity, and Advisory-Ready Growth

Sponsored by TeamUp

What separates a global team that thrives from the offshoring horror stories? A panel of firm leaders who’ve built teams across time zones share their experience of building global teams. Hear how they’ve approached hiring models, what they look for in contracts and what it takes to lead a team from a distance. They’ll also unpack why these arrangements fail, and how to build a team that gives your firm the capacity to take on bigger, advisory-level work.

Implementing a Foolproof Hiring Framework for Your Firm

Sponsored by Cloud Accountant Staffing

In a tight market for accounting talent, one wrong hire can set your firm back months. This session shares a simple three-step system for finding the right person, whether they’re down the hall or eight time zones away. It covers everything from testing real skills before you make an offer to setting up new hires so they stay. You walk away with your own skills assessment, ready for your next candidate.

This session corresponds to pages 50–54 in the workbook.

Earn your CPE credit

Finish the video, then take the short quiz to log your credit on Earmark.

You'll need a free Earmark account at earmark.app. Your certificate is issued as soon as you pass.

Questions about a quiz or certificate? Email support@earmarkcpe.com.