Staff Training Level 2: Progressive Skills

This training is for staff who are ready to build on their foundational knowledge. Programs are designed to deepen core competencies while empowering them to work with greater independence and confidence.

 

JUMP TO: Accounting, Auditing and Attest | Business Management | Financial Planning Services | Firm Management | Litigation Services and Business Valuation | Professional Development | Risk and Compliance | Tax | Technology and Information Management

If you don’t find courses that meet your needs, contact:

Angela Russo
Director of Learning 
862-702-5601
arusso@njcpa.org

2026 Level 2 Audit Training - Experienced Associate

  • Dec. 7 - Dec. 16, 2026 (Live Webcast)
  • Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The tr...

2026 Level 2 Audit Training - Experienced Associate

  • Oct. 20 - Oct. 29, 2026 (Live Webcast)
  • Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The tr...

2026 Level 2 Audit Training - Experienced Associate

  • Jun. 16 - Jun. 25, 2026 (Live Webcast)
  • Level 2 Audit Training builds on the foundation laid in Level 1 by introducing more complex audit areas. Qualifying for 16 auditing CPE credits, this live virtual training is broken up into four separate four-hour sessions. The tr...

Level II: Semi-Senior Staff Training

  • May. 11 - May. 14, 2026 (Live Webcast) | Sep. 21 - Sep. 24, 2026 (Live Webcast)
  • Advance your skills to propel your career. This course is the second in a five-course series and provides the guidance needed to handle small engagements and to complete small audits, reviews, and compilations with minimal supervi...

Surgent's Introduction to Single Audit

  • On Demand - Video
  • Learn the essentials of single audits in clear, manageable steps. This course introduces key requirements under the Uniform Guidance for Federal Awards and helps you build the confidence to perform single audits efficiently and effectively.

Surgent's Introduction to Yellow Book

  • On Demand - Video
  • If you work with governments or not-for-profits, understanding the Yellow Book is a must. This beginner-friendly course breaks the requirements down into clear, manageable concepts, helping you build a solid foundation, boost your confidence, and perform Yellow Book audits with ease.

Surgent's Mastering the Basics of Inventory Accounting

  • On Demand - Video
  • While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be appli...

Become a Data Analysis Expert

  • Apr. 13, 2026 (Live Webcast) | Apr. 30, 2026 (Live Webcast)
  • In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is you...

Critical Conversations

  • Apr. 16, 2026 (Live Webcast)
  • As uncomfortable as some conversations are, keeping your silence won’t resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a “hard to have” talk, you can learn to manage the conve...

Level II: Semi-Senior Staff Training

  • May. 11 - May. 14, 2026 (Live Webcast) | Sep. 21 - Sep. 24, 2026 (Live Webcast)
  • Advance your skills to propel your career. This course is the second in a five-course series and provides the guidance needed to handle small engagements and to complete small audits, reviews, and compilations with minimal supervi...
There are currently no upcoming events.  Search all upcoming events.

2025 Tax Update for Client Advisory Services

  • Apr. 23, 2026 (Live Webcast) | On Demand - Video
  • Client advisory services (CAS) professionals are becoming a more integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course, we will explore tax changes in areas CAS profess...

Engagement and Client Retention Best Practices

  • Apr. 22, 2026 (Live Webcast) | On Demand - Video
  • Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors. Fortunately, there are tested strategies that ...

Tax Planning for Rental Real Estate

Tax Research

  • Apr. 24, 2026 (Live Webcast) | On Demand - Video
  • Answering clients’ tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently ...
There are currently no upcoming events.  Search all upcoming events.

Critical Conversations

  • Apr. 16, 2026 (Live Webcast)
  • As uncomfortable as some conversations are, keeping your silence won’t resolve the issue and may in fact add to it. No matter which side of the table you find yourself at in a “hard to have” talk, you can learn to manage the conve...

Effective Communication Skills

  • Apr. 20, 2026 (Live Webcast)
  • When asked the question, "What would you like to improve about your leadership and communication style?". More than 65% of leaders say they want to be more confident and assertive in their communication. Confidence and clarity com...

Powerful Public Speaking

  • Apr. 28, 2026 (Live Webcast) | May. 27, 2026 (Live Webcast) | Jun. 26, 2026 (Live Webcast)
  • How you say what you say is more important than what you say. According to a UCLA study, 93% of a communicators effectiveness is based on non-verbal cues. This foundational program include a focus on the verbal, vocal and visual d...

The Leadership Skills of Tomorrow: Delegate and Listen

  • Apr. 15, 2026 (Live Webcast)
  • Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career.
There are currently no upcoming events.  Search all upcoming events.

Introduction to Charitable Gifting for Individual Taxpayers

Introduction to Required Minimum Distributions

Level II: Semi-Senior Staff Training

  • May. 11 - May. 14, 2026 (Live Webcast) | Sep. 21 - Sep. 24, 2026 (Live Webcast)
  • Advance your skills to propel your career. This course is the second in a five-course series and provides the guidance needed to handle small engagements and to complete small audits, reviews, and compilations with minimal supervi...

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

  • Nov. 10, 2026 (Live Webcast)
  • As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning i...

Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings

  • Sep. 28, 2026 (Live Webcast) | On Demand - Video
  • Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. Given the rising popularity of S corporations, understanding how ...

Tax Research - Intermediate Concepts

Advanced ChatGPT for Accountants

  • Apr. 15, 2026 (Live Webcast) | Apr. 27, 2026 (Live Webcast)
  • This course concisely explains the latest "see, hear, speak" multi-modal updates to ChatGPT and how they can be used in an accounting context. New features include vision processing, voice conversation, image generation, real-time Internet access, advanced data analysis, plugins and more.

Advanced Excel for Staff - Build Reports and Analyze Data

  • Apr. 16, 2026 (Live Webcast)
  • Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course b...

ChatGPT Bootcamp for CPAs with John Higgins

  • Apr. 15, 2026 (Live Webcast)
  • ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry.

Introduction to AI in Accounting

Tax Research - Intermediate Concepts