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...

COSO's Internal Control Framework Essentials

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...

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...
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Engagement and Client Retention Best Practices

Surgent's Tax Research

  • 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 ...

Tax Planning for Rental Real Estate
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Powerful Public Speaking

  • 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...
There are currently no upcoming events.  Search all upcoming events.

Estate & Trust Primer - Tax Staff Essentials

Intermediate Individual Taxation - Tax Staff Essentials

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...

Partnership & LLC (Form 1065) – Formation to Liquidation

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

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

Tax Fundamentals of LLCs and Partnerships - Tax Staff Essentials

Tax Research - Intermediate Concepts

Taxation of Corporations - Tax Staff Essentials

  • Oct. 29, 2026 (Live Webcast)
  • C corporation taxation comes with a host of benefits, but it's not right for every client. Participants will learn the ins and outs of corporate taxation through an engaging course that’s been updated to cover the most salient is...

Taxation of Property Transactions - Tax Staff Essentials

Introduction to AI in Accounting

Tax Research - Intermediate Concepts