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

Audit Staff Essentials - Experienced In Charge or Senior

  • Aug. 26 - Aug. 27, 2025 (Live Webcast)
  • This is the final installment in a comprehensive four-part series designed to equip new audit staff with the foundational knowledge essential for success. It covers the more complex facets of auditing, tailoring its content to mee...

Level III - Beginning In-Charge Staff Training

  • Dec. 11 - Dec. 12, 2025 (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...

Audit Staff Essentials - Experienced In Charge or Senior

  • Aug. 26 - Aug. 27, 2025 (Live Webcast)
  • This is the final installment in a comprehensive four-part series designed to equip new audit staff with the foundational knowledge essential for success. It covers the more complex facets of auditing, tailoring its content to mee...

Level III - Beginning In-Charge Staff Training

  • Dec. 11 - Dec. 12, 2025 (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 IV: Management and Leadership Essentials Training

  • Nov. 17 - Nov. 20, 2025 (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...
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.
There are currently no upcoming events.  Search all upcoming events.

Effective Communication Skills

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

  • Sep. 23, 2025 (Live Webcast) | Dec. 8, 2025 (Live Webcast) | 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...

Level IV: Management and Leadership Essentials Training

  • Nov. 17 - Nov. 20, 2025 (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
There are currently no upcoming events.  Search all upcoming events.

Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

  • Nov. 7, 2025 (Live Webcast) | Nov. 25, 2025 (Live Webcast) | Dec. 12, 2025 (Live Webcast) | Jan. 13, 2026 (Live Webcast) | On Demand - Video
  • Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via ...

Multi-State Taxation - Tax Staff Essentials

  • Jul. 23, 2025 (Live Webcast) | Oct. 22, 2025 (Live Webcast) | Dec. 11, 2025 (Live Webcast) | Apr. 29, 2026 (Live Webcast) | May. 20, 2026 (Live Webcast)
  • Multistate taxation has never been more relevant. This course helps you skillfully navigate the maze of corporate tax codes across jurisdictions, focusing on interstate activity and nexus, allocation and apportionment, and key c...

Reviewing Individual Tax Returns: What Are You Missing?

  • Jul. 28, 2025 (Live Webcast) | Aug. 8, 2025 (Live Webcast) | Oct. 27, 2025 (Live Webcast) | Nov. 18, 2025 (Live Webcast) | Feb. 18, 2026 (Live Webcast) | Apr. 6, 2026 (Live Webcast)
  • The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. The review stage of preparing a return serves as a critical backstop to prevent ...

Reviewing S Corporation Tax Returns: What are you Missing?

S Corporation Essentials: Review & Update

S Corporation Essentials: Stock & Loan Basis Reporting

Advanced ChatGPT for Accountants

ChatGPT and Microsoft Copilot Hands-on Bootcamp for CPAs

  • Sep. 25, 2025 (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...