Staff Training Level 4: Management Essentials

We’ll help your professionals master client engagements from start to finish. These advanced programs are designed for professionals to take on leadership in tax and accounting engagements, providing the skills and insights needed to manage client relationships and complex projects with expertise.

 

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 4 Audit Training - Experienced Seniors

  • May. 19 - May. 28, 2026 (Live Webcast)
  • Level 4 Audit Training covers the important role of the experienced senior in risk assessment planning. The risk assessment standards require the auditor to identify risks, assess risks and then respond to those risks. We’ll revie...

Surgent's Advanced Audits of 401(k) Plans: Best Practices and Current Developments

  • Jun. 12, 2026 (Live Webcast) | On Demand - Audio | On Demand - Video

  • Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to u...

Level IV: Management and Leadership Essentials Training

  • Jun. 1 - Jun. 4, 2026 (Live Webcast) | Nov. 16 - Nov. 19, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...
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2025 Tax Update for Client Advisory Services
There are currently no upcoming events.  Search all upcoming events.

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...

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...

Level IV: Management and Leadership Essentials Training

  • Jun. 1 - Jun. 4, 2026 (Live Webcast) | Nov. 16 - Nov. 19, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...

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

2025 Tax Update for Client Advisory Services

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...

S Corporation Essentials: Review & Update

  • Apr. 24, 2026 (Live Webcast)
  • This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions.

S Corporation Essentials: Stock & Loan Basis Reporting

  • Apr. 20, 2026 (Live Webcast)
  • This program addresses the critical issues and special opportunities facing S-corporations, with a focus on reporting shareholder basis and distributions.

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

Tax Research - Intermediate Concepts

Advanced ChatGPT for Accountants

  • 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.

Tax Research - Intermediate Concepts