5 Tips for Successful Virtual Meetings

Rose Report: Issue 65

By Ted Rose, CEO, Rose Financial Solutions

There is no doubt that business interactions have swiftly evolved since the onset of the pandemic. Today’s virtual and hybrid workforces have made in-person meetings fewer and farther between, replaced with Teams, Zoom, and WebEx meetings. As employees have become more accustomed to meeting with colleagues online, a RedRex  survey  found that 55% of respondents now have more meetings than when working in the office, and 83% spend up to one-third of their work week in video conferences.

While virtual meetings can be an effective way to connect with team members and clients, they can become tedious and unproductive if not managed well. In fact, according to an article in  GeekWire,  in virtual meetings with seven or more people, 50% of participants arrive late, 40% have below-average or poor engagement, and 22% don’t say a single word. Additionally, a 2022  study  by Nature found that people meeting virtually produced fewer creative ideas than those working face-to-face. 

If you are feeling virtual meeting burnout, you are not alone. The good news: with these five tips, you can make your sessions more engaging and enjoyable for all attendees: 

  1. Set clear objectives:  Establishing the goals and objectives of the meeting before arranging it will help to guarantee that your sessions stay on track and topic. Develop an agenda for the discussion and distribute it to everyone in advance. This will ensure that everyone is ready and able to participate in the conversation.
  2. Limit meeting time:  Setting a time limit for virtual meetings is crucial since they can be exhausting. Try to keep the conversation to one hour or less, and plan subsequent meetings to cover any issues you couldn’t discuss. If your session lasts longer than an hour, plan breaks every 30 to 45 minutes so attendees can get up, move about, get a drink, or use the restroom.
  3. Encourage participation:  Encourage participation from all attendees to make your online meetings more enjoyable. Participants are more engaged when polls, conversations, and breakout sessions are included.
  4. Use visuals:  Visual tools such as slides, videos, and screen sharing can make online sessions more engaging, interesting, and informative.
  5. Be flexible:  Flexibility is key when it comes to meeting schedules and formats. Record the meeting if some participants cannot attend due to time zone differences or a schedule conflict and share the recording with them later.

 By following these tips, you can balance virtual meetings and ensure they are productive, engaging, and informative.

This content is for information purposes only and should not be considered legal, accounting, or tax advice or a substitute for obtaining such advice specific to your business.

Share this article:

Visit Us On:

September 4, 2025
Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.
By Ted Rose August 29, 2025
Issue 98 - Transforming Accounting into a Growth Engine
By Ted Rose August 29, 2025
For growing government contractors, an outdated accounting system isn’t just inefficient—it can be a threat to your business. Whether you're using QuickBooks or a legacy ERP, failing to adapt your systems as you scale can lead to compliance failures, cash flow issues, and missed growth opportunities.
More Posts