Finance Business Process Outsourcing/Insourcing | CPE Online

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Finance Business Process Outsourcing/Insourcing Webinar

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Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour
Overview

Deciding whether to outsource or insource finance and accounting functions can have far-reaching impacts on efficiency, cost, and operational control. This session provides a strategic perspective on global business services, exploring how companies can plan transitions, avoid common pitfalls, and maximize the benefits of BPO and insourcing initiatives. Gain insights into structuring successful service placements at corporate, regional, and local levels, and learn how to optimize processes while maintaining control and alignment across the organization.

 

This webinar qualifies for 1 CPE Credit in NASBA’s Finance Field of Study.

Objective

To help finance professionals evaluate, plan, and implement business process outsourcing or insourcing strategies that drive operational efficiency, minimize risk, and support organizational goals.

 

Emphasis
  • Understanding the transition timeline and benefits of business process outsourcing from an accounting operations perspective
  • Five key triggers leading companies toward a global business services model
  • Potential GBS pitfalls and strategies for mitigating them
  • Anatomy of a successful service placement strategy at the corporate, in-country, regional, and global levels
Speakers

David Levi, Chief Accounting Officer, Opal Fuels

Available Formats:

Live Webinar

$69

CPE Credits: 1 Hour

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
1 Hour
NASBA Field of Study
Finance
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Finance Business Process Outsourcing/Insourcing Self-Study Webinar

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Link Copied!

Available Formats:

Self-Study

$69

CPE Credits: 2 Hours
Overview

Deciding whether to outsource or insource finance and accounting functions can have far-reaching impacts on efficiency, cost, and operational control. This self-study webinar provides a strategic perspective on global business services, exploring how companies can plan transitions, avoid common pitfalls, and maximize the benefits of BPO and insourcing initiatives. Gain insights into structuring successful service placements at corporate, regional, and local levels, and learn how to optimize processes while maintaining control and alignment across the organization.

 

This webinar qualifies for 2 CPE Credits in NASBA’s Finance Field of Study.

Objective

To help finance professionals evaluate, plan, and implement business process outsourcing or insourcing strategies that drive operational efficiency, minimize risk, and support organizational goals.

 

 

DETAILED LEARNING OBJECTIVES

• Identify automation as a potential benefit of business process outsourcing in finance operations

• Identify change and communication strategies that mitigate BPO transition risks

• Recognize the evolution of GBS from cost savings toward strategic business value and innovation

• Recognize centralized internal controls as a focus area of process excellence

• Identify hybrid delivery models that combine captive and third party resources

• Identify contextual decision support activities requiring deep business knowledge

• Recognize governance challenges that can prevent GBS from meeting expectations

• Identify labor arbitrage and process standardization as cost optimization practices

• Recognize process automation as an enabler of scalability in finance outsourcing

• Identify service-product delivery across end-to-end business functions as a feature of mature GBS models

Emphasis
  • Understanding the transition timeline and benefits of business process outsourcing from an accounting operations perspective
  • Five key triggers leading companies toward a global business services model
  • Potential GBS pitfalls and strategies for mitigating them
  • Anatomy of a successful service placement strategy at the corporate, in-country, regional, and global levels
Speakers

David Levi, Chief Accounting Officer, Opal Fuels

Available Formats:

Self-Study

$69

CPE Credits: 2 Hours

This course is included in the following subscriptions:

Valid Subscriptions:
Not available
Anytime Subscription
Self-Study Subscription
Combo Subscription
Evening/Weekend Subscription

Need more than one course? Upgrade to a subscription and save.

View Subscriptions
Prerequisite
None
Level of Knowledge
Overview
CPE Credits
2 Hours
NASBA Field of Study
Finance
Title
CPE Subscriptions: A Better CPE Experience
  • Earn all your credits in one place--no more separate providers.  We're your one-stop-shop to complete your CPE requirements fast.
  • General & state-specific ethics courses are included at no additional cost.  (When we say in one place, we mean it!)
  • Convenience meets flexibility with CPE Subscription options that align with your schedule, no matter how busy you are. 

 

Upcoming dates

  • Live Webinar: Wed, Oct 28, 2026, 9:00 AM – 10:00 AM EDT – $69 (session code WA402JCPR01126)
  • Live Webinar: Tue, Nov 10, 2026, 1:00 PM – 2:00 PM EST – $69 (session code WA402KCPR01026)
  • Live Webinar: Tue, Nov 17, 2026, 6:00 AM – 7:00 AM PST – $69 (session code WA402KCPR03026)
  • Live Webinar: Wed, Nov 25, 2026, 1:00 PM – 2:00 PM EST – $69 (session code WA402KCPR01126)
  • Live Webinar: Tue, Dec 1, 2026, 8:00 PM – 9:00 PM EST – $69 (session code WA402LCPR01026)
  • Live Webinar: Wed, Dec 9, 2026, 8:00 AM – 9:00 AM PST – $69 (session code WA402LCPR03026)
  • Live Webinar: Mon, Dec 21, 2026, 9:00 AM – 10:00 AM EST – $69 (session code WA402LCPR01126)
  • Live Webinar: Mon, Jan 18, 2027, 6:00 AM – 7:00 AM PST – $69 (session code WA402ACPR03027)
  • Live Webinar: Tue, Jan 19, 2027, 9:00 AM – 10:00 AM EST – $69 (session code WA402ACPR01027)
  • Live Webinar: Wed, Jan 27, 2027, 8:00 PM – 9:00 PM EST – $69 (session code WA402ACPR01127)
  • Live Webinar: Tue, Feb 9, 2027, 10:00 AM – 11:00 AM EST – $69 (session code WA402BCPR01027)
  • Live Webinar: Thu, Feb 18, 2027, 6:00 AM – 7:00 AM PST – $69 (session code WA402BCPR03027)
  • Live Webinar: Fri, Feb 26, 2027, 9:00 AM – 10:00 AM EST – $69 (session code WA402BCPR01127)