Staff Training Level 5: Senior Management Development

We’ll prepare managers to step into firm leadership, drive strategic initiatives and oversee complex engagements. These advanced training programs will equip them with the expertise to lead multiple client engagements and guide teams toward excellence.

 

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

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

  • Dec. 3, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but be...

Level V: Advanced Management and Leadership Essentials

  • Dec. 7 - Dec. 10, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit both the person attending and their organization. This course, the final course of the five-course series, is applicable for various accounting departments (i.e. audit, tax...
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.

Level IV: Management and Leadership Essentials Training

  • Dec. 3, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but be...

Level V: Advanced Management and Leadership Essentials

  • Dec. 7 - Dec. 10, 2026 (Live Webcast)
  • Develop your soft skills in training courses that benefit both the person attending and their organization. This course, the final course of the five-course series, is applicable for various accounting departments (i.e. audit, tax...

Level V: Advanced Management and Leadership Essentials (Mini Course)

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

Advanced Tax Planning S Corporations - Tax Staff Essentials

Advanced Taxation Partnerships & LLCs - Tax Staff Essentials

  • Nov. 17, 2026 (Live Webcast)
  • Subchapter K, which covers partnership taxation, is extensive and always subtly changing. Course materials cover the rules and regulations, including explanations of advanced concepts, needed to effectively serve business and indi...

Capitalized Costs & Depreciation - Tax Staff Essentials

Reviewing Individual Tax Returns: What Are You Missing?

Reviewing S Corporation Tax Returns: What Are You Missing?

Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs
There are currently no upcoming events.  Search all upcoming events.