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

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

  • Feb. 25, 2026 (Live Webcast) | Mar. 13, 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 up th...

Critical Conversations

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

2025 Tax Update for Client Advisory Services

  • 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.

Coaching the Next Generation of CPAs

  • Feb. 4, 2026 (Live Webcast) | Feb. 16, 2026 (Live Webcast) | Mar. 17, 2026 (Live Webcast) | Mar. 30, 2026 (Live Webcast) | Apr. 7, 2026 (Live Webcast) | 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

  • 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

  • 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

  • Feb. 16, 2026 (Live Webcast) | Mar. 19, 2026 (Live Webcast) | 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

  • 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.

S Corporation Essentials: Review & Update

  • Jan. 24, 2026 (Live Webcast) | Feb. 24, 2026 (Live Webcast) | Mar. 24, 2026 (Live Webcast) | 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

  • Feb. 20, 2026 (Live Webcast) | Mar. 16, 2026 (Live Webcast) | 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.

Tax Research - Intermediate Concepts

  • 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

  • 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...

Advanced ChatGPT for Accountants

  • Jan. 26, 2026 (Live Webcast) | Feb. 9, 2026 (Live Webcast) | Feb. 19, 2026 (Live Webcast) | Mar. 11, 2026 (Live Webcast) | Mar. 23, 2026 (Live Webcast) | 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.

Tax Research - Intermediate Concepts

  • 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 ...