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

  • 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...

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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Engagement and Client Retention Best Practices

Tax Planning for Rental Real Estate
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Building Personal Leadership Skills

  • 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 cli...

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...

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...

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis

  • May. 12, 2026 (Live Webcast)
  • This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, an...

Capitalized Costs & Depreciation - Tax Staff Essentials

Intermediate Individual Taxation - Tax Staff Essentials

Partnership & LLC (Form 1065) – Formation to Liquidation

Reviewing Individual Tax Returns: What Are You Missing?

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 Property Transactions - Tax Staff Essentials

Tax Research - Intermediate Concepts