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Pennsylvania Institute of Certified Public Accountants • www.picpa.org
The Trust Factor
In a Mobile Workforce
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Topics of Discussion
Data Security
Work Environment
Staffing Issues
Training
Sample Policies
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Your Biggest Concerns
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What Concerns You?
Data Security
• Hacking
• Phishing
• Ransomware
• Spoofing
68.6%
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What Concerns You?
Data Security: Exposures and Resolutions
2016 PCPS MAP Survey of Pennsylvania firms
50%
65%
74%
65%
30%
0%
10%
20%
30%
40%
50%
60%
70%
80%
E-signature Provide remote access to the
firm's network/server
Use cloud-based remote
backup
Use cloud-based software Use cloud-based server(s)
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What Concerns You?
Work Environment/Potential Distractions
at Home
• Family members
• Pets
• Chores
• Noise
• Online gaming/videos, etc.
65.7%
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What Concerns You?
Work Environment/Potential Distractions
at the Office
• Staff members
• Treats in the kitchen
• Noise
• Online gaming/shopping, etc.
65.7%
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What Concerns You?
Work Environment/Potential Distractions
• Stay connected throughout the day
• E-mail
• Instant messaging
• Skype
• Phone
• Fun Fact! 39% of Pa. firms in MAP survey use
Skype or similar service
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What (Else) Concerns You?
Limits check-in
opportunities
Technology constraints Inefficiency of
employee
Poor work product Increased supervisory
time
Lack of basic knowledge
37.10%
31.40%
48.60%
11.40%
8.60%
17.10%
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
What (Else) Concerns You?
Inefficiency/Checking-In Tools & Tips
• Collaborate on documents
• Use screen-sharing tools
• Schedule virtual meetings
• Keep chat programs open for ongoing dialogue
• What works for you?
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Who Works from Home?
42.4%
69.7%
81.8%
75.8%
15.2%
18.2%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
Associates Seniors Managers Partners Support Staff Other (please
specify)
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Who Gives the OK?
24.2% 24.2%
21.2%
18.2%
12.1%
15.2%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
Direct supervisor At least a manager
level
Partner level only It depends on the
situation
No permission
needed
Other (please
specify)
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Do You Provide Training?
6.1%
66.7%
18.2%
9.1%
Yes No Unsure N/A
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Tips for Success
• Focus on the end result; not the journey
• Clearly define and structure expectations
• Establish deadlines
• Constructive feedback
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Tips for Success
Let’s Talk: You Did a Great Job
• Constructive feedback:
It is precise
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Tips for Success
Let’s Talk: The Client Wasn’t Happy with
Your Work
• Constructive feedback:
It is descriptive; not
accusative
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Tips for Success
Let’s Talk: The Research was Exactly what I
Needed
• Constructive feedback:
It is prescriptive and provides
actionable information
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Staffing: Tips for Success
Let’s Talk: We make a great team
• Constructive feedback:
It demonstrates the trust
we have in our employee,
even if there is nothing to
improve on
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Do You Have a Written
Telecommuting Policy?
25.0%
62.5%
12.5%
Yes No Unsure
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Telecommuting Policies
Best Practices
• Philosophy
• Eligibility
• Work hours
• Work space
• Office supplies
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Telecommuting Policies
Best Practices
• Liability
• Dependent care
• Communication
• Compensation
• Evaluation
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Flipping the Coin
Do Your Employees Trust You?
• 50% trust boss; only 38% trust
employer
• Ethics is a theme running
through all analysis
• Generation X (1961-1981) is
least likely to place a great deal
of trust in their employer
• www.ey.com/differencesmatter
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Flipping the Coin
How to Earn Employee Trust
0%
10%
20%
30%
40%
50%
60%
70%
Learn & advance career Equal pay Fair compensation Job security Flexibility in when/where
I work
Diverse environment
Gen Z Trust Factors
www.ey.com/differencesmatter
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Flipping the Coin
Why Do You Need to Earn Trust?
www.ey.com/differencesmatter
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
Look for another job Work minimum number of hours Be less engaged/productive
Impact of low-level trust
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Flipping the Coin
Advantages of a Mobile Workforce
• No geographic constraints
• Reduced office space allocation
• Flexibility and work/life balance
• Keep good staff
Pennsylvania Institute of Certified Public Accountants • www.picpa.org
Topics of Discussion
Data Security
Work Environment
Staffing Issues
Training
Sample Policies
Connect With Us
www.picpa.org
www.picpa.org/facebook
www.picpa.org/twitter
www.picpa.org/youtube
www.picpa.org/linkedin
@PA_CPAs
cpanow.picpa.org

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The Trust Factor in a Mobile Workforce

  • 1. Pennsylvania Institute of Certified Public Accountants • www.picpa.org The Trust Factor In a Mobile Workforce
  • 2. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Topics of Discussion Data Security Work Environment Staffing Issues Training Sample Policies
  • 3. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Your Biggest Concerns
  • 4. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What Concerns You? Data Security • Hacking • Phishing • Ransomware • Spoofing 68.6%
  • 5. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What Concerns You? Data Security: Exposures and Resolutions 2016 PCPS MAP Survey of Pennsylvania firms 50% 65% 74% 65% 30% 0% 10% 20% 30% 40% 50% 60% 70% 80% E-signature Provide remote access to the firm's network/server Use cloud-based remote backup Use cloud-based software Use cloud-based server(s)
  • 6. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What Concerns You? Work Environment/Potential Distractions at Home • Family members • Pets • Chores • Noise • Online gaming/videos, etc. 65.7%
  • 7. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What Concerns You? Work Environment/Potential Distractions at the Office • Staff members • Treats in the kitchen • Noise • Online gaming/shopping, etc. 65.7%
  • 8. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What Concerns You? Work Environment/Potential Distractions • Stay connected throughout the day • E-mail • Instant messaging • Skype • Phone • Fun Fact! 39% of Pa. firms in MAP survey use Skype or similar service
  • 9. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What (Else) Concerns You? Limits check-in opportunities Technology constraints Inefficiency of employee Poor work product Increased supervisory time Lack of basic knowledge 37.10% 31.40% 48.60% 11.40% 8.60% 17.10%
  • 10. Pennsylvania Institute of Certified Public Accountants • www.picpa.org What (Else) Concerns You? Inefficiency/Checking-In Tools & Tips • Collaborate on documents • Use screen-sharing tools • Schedule virtual meetings • Keep chat programs open for ongoing dialogue • What works for you?
  • 11. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Who Works from Home? 42.4% 69.7% 81.8% 75.8% 15.2% 18.2% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0% Associates Seniors Managers Partners Support Staff Other (please specify)
  • 12. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Who Gives the OK? 24.2% 24.2% 21.2% 18.2% 12.1% 15.2% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% Direct supervisor At least a manager level Partner level only It depends on the situation No permission needed Other (please specify)
  • 13. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Do You Provide Training? 6.1% 66.7% 18.2% 9.1% Yes No Unsure N/A
  • 14. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Tips for Success • Focus on the end result; not the journey • Clearly define and structure expectations • Establish deadlines • Constructive feedback
  • 15. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Tips for Success Let’s Talk: You Did a Great Job • Constructive feedback: It is precise
  • 16. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Tips for Success Let’s Talk: The Client Wasn’t Happy with Your Work • Constructive feedback: It is descriptive; not accusative
  • 17. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Tips for Success Let’s Talk: The Research was Exactly what I Needed • Constructive feedback: It is prescriptive and provides actionable information
  • 18. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Staffing: Tips for Success Let’s Talk: We make a great team • Constructive feedback: It demonstrates the trust we have in our employee, even if there is nothing to improve on
  • 19. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Do You Have a Written Telecommuting Policy? 25.0% 62.5% 12.5% Yes No Unsure
  • 20. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Telecommuting Policies Best Practices • Philosophy • Eligibility • Work hours • Work space • Office supplies
  • 21. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Telecommuting Policies Best Practices • Liability • Dependent care • Communication • Compensation • Evaluation
  • 22. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Flipping the Coin Do Your Employees Trust You? • 50% trust boss; only 38% trust employer • Ethics is a theme running through all analysis • Generation X (1961-1981) is least likely to place a great deal of trust in their employer • www.ey.com/differencesmatter
  • 23. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Flipping the Coin How to Earn Employee Trust 0% 10% 20% 30% 40% 50% 60% 70% Learn & advance career Equal pay Fair compensation Job security Flexibility in when/where I work Diverse environment Gen Z Trust Factors www.ey.com/differencesmatter
  • 24. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Flipping the Coin Why Do You Need to Earn Trust? www.ey.com/differencesmatter 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Look for another job Work minimum number of hours Be less engaged/productive Impact of low-level trust
  • 25. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Flipping the Coin Advantages of a Mobile Workforce • No geographic constraints • Reduced office space allocation • Flexibility and work/life balance • Keep good staff
  • 26. Pennsylvania Institute of Certified Public Accountants • www.picpa.org Topics of Discussion Data Security Work Environment Staffing Issues Training Sample Policies