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

Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting

  • Jan. 12, 2026 (Live Webcast) | Jan. 13, 2026 (Live Webcast)
  • Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting Webinar

Become a Data Analysis Expert

Critical Conversations

  • Jan. 16, 2026 (Live Webcast) | Mar. 25, 2026 (Live Webcast) | 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...

2025 Tax Changes and Year-end Planning Opportunities Webinar

  • Dec. 18, 2025 (Live Webcast) | Dec. 26, 2025 (Live Webcast) | Jan. 7, 2026 (Live Webcast)
  • This program covers tax planning developments in 2025 that are relevant to accounting and finance professionals and their clients. Most of the 2025 planning opportunities we discuss are the result of changes in the tax law brought about by the One Big Beautiful Bill Act (OBBBA).

2025 Tax Update for Client Advisory Services

  • Jan. 8, 2026 (Live Webcast) | Feb. 26, 2026 (Live Webcast) | Mar. 10, 2026 (Live Webcast) | Apr. 23, 2026 (Live Webcast)
  • 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.
There are currently no upcoming events.  Search all upcoming events.

Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting

  • Jan. 12, 2026 (Live Webcast) | Jan. 13, 2026 (Live Webcast)
  • Audit Skills Training Level 2: Preparing for Increasing Responsibilities in Public Accounting Webinar

Building Personal Leadership Skills

Critical Conversations

  • Jan. 16, 2026 (Live Webcast) | Mar. 25, 2026 (Live Webcast) | 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

  • Dec. 19, 2025 (Live Webcast) | Jan. 28, 2026 (Live Webcast) | Feb. 19, 2026 (Live Webcast) | Mar. 28, 2026 (Live Webcast) | 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...

Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation

  • Feb. 11, 2026 (Live Webcast) | Apr. 9, 2026 (Live Webcast)
  • Effective teamwork pays its own way by creating greater productivity and profitability in any accounting organization. A team of people working cooperatively can produce more than the sum of individual members working alone. One g...

Powerful Public Speaking

The Art of Delegation: Strategies for Improving Your Skills

  • Feb. 20, 2026 (Live Webcast) | Apr. 9, 2026 (Live Webcast)
  • One of the most challenging skills for a manager or supervisor to master is delegation. This course will cover a variety of delegation-related topics and provide participants with the necessary knowledge and skills to delegate work and authority effectively.

The Leadership Skills of Tomorrow: Delegate and Listen
There are currently no upcoming events.  Search all upcoming events.

2025 Tax Changes and Year-end Planning Opportunities Webinar

  • Dec. 18, 2025 (Live Webcast) | Dec. 26, 2025 (Live Webcast) | Jan. 7, 2026 (Live Webcast)
  • This program covers tax planning developments in 2025 that are relevant to accounting and finance professionals and their clients. Most of the 2025 planning opportunities we discuss are the result of changes in the tax law brought about by the One Big Beautiful Bill Act (OBBBA).

2025 Tax Update for Client Advisory Services

  • Jan. 8, 2026 (Live Webcast) | Feb. 26, 2026 (Live Webcast) | Mar. 10, 2026 (Live Webcast) | Apr. 23, 2026 (Live Webcast)
  • 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.

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

  • Jan. 6, 2026 (Live Webcast) | Jan. 21, 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...

Tax Planning for Rental Real Estate

  • Jan. 23, 2026 (Live Webcast) | Feb. 18, 2026 (Live Webcast) | Mar. 23, 2026 (Live Webcast) | Apr. 30, 2026 (Live Webcast)
  • The taxation of real estate is tricky. Taxpayers can own real estate in a number of different ways, including direct and indirect investments.

Tax Research - Intermediate Concepts

  • Dec. 16, 2025 (Live Webcast) | Jan. 6, 2026 (Live Webcast) | Feb. 20, 2026 (Live Webcast) | Mar. 30, 2026 (Live Webcast) | Apr. 10, 2026 (Live Webcast)
  • 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 ...

Technical Business Practice Issues and Tax Forms for Experienced Practitioners

  • Dec. 23, 2025 (Live Webcast) | Jan. 9, 2026 (Live Webcast) | Jan. 15, 2026 (Live Webcast) | Jan. 23, 2026 (Live Webcast) | On Demand - Video
  • Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff avoid costly mistakes by address...

Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

  • Dec. 26, 2025 (Live Webcast) | Jan. 20, 2026 (Live Webcast) | Jan. 22, 2026 (Live Webcast) | On Demand - Video
  • This course discusses the topics that experienced staff, managers and partners should understand in depth while also assisting in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.

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

  • Dec. 22, 2025 (Live Webcast) | Jan. 15, 2026 (Live Webcast) | Feb. 10, 2026 (Live Webcast)
  • 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 ...

Advanced ChatGPT for Accountants

Advanced Excel for Staff - Build Reports and Analyze Data

ChatGPT Bootcamp for CPAs with John Higgins

Tax Research - Intermediate Concepts

  • Dec. 16, 2025 (Live Webcast) | Jan. 6, 2026 (Live Webcast) | Feb. 20, 2026 (Live Webcast) | Mar. 30, 2026 (Live Webcast) | Apr. 10, 2026 (Live Webcast)
  • 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 ...