Staff Training Level 3: Applied Knowledge

We’ll help staff step into leadership with certainty. The following courses are tailored for intermediate-level staff to advance their expertise and take on in-charge responsibilities. They’ll learn how to perform clear and effective communication with clients and colleagues, strengthen critical thinking skills and enhance their ability to tackle complex challenges independently.

 

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 3 Audit Training - New Seniors

  • May. 18 - May. 29, 2026 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

2026 Level 3 Audit Training - New Seniors

  • Dec. 8 - Dec. 17, 2026 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

Level III: Beginning In-Charge Staff Training

  • May. 18 - May. 21, 2026 (Live Webcast) | Oct. 26 - Oct. 29, 2026 (Live Webcast)
  • Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently...

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 III: Beginning In-Charge Staff Training

  • May. 18 - May. 21, 2026 (Live Webcast) | Oct. 26 - Oct. 29, 2026 (Live Webcast)
  • Improve your planning, review, audit and other engagement skills. Master techniques for effective communication with clients and colleagues in part three of this five-course series. Discover the secrets to planning and efficiently...
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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
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Building Personal Leadership Skills

  • Apr. 22, 2026 (Live Webcast) | May. 23, 2026 (Live Webcast) | Jun. 10, 2026 (Live Webcast) | Jun. 24, 2026 (Live Webcast)

  • People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with ...

Coaching the Next Generation of CPAs

  • Apr. 20, 2026 (Live Webcast)
  • Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nu...

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.

2026 Level 3 Audit Training - New Seniors

  • May. 18 - May. 29, 2026 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

2026 Level 3 Audit Training - New Seniors

  • Dec. 8 - Dec. 17, 2026 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

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.

Tax Research - Intermediate Concepts