Staff Training Level 1: Basic Skills

New accounting staff can launch their career with confidence! Our courses are specifically designed to build essential foundational knowledge and skills, preparing staff for higher-level responsibilities in the future.

 

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 1 Audit Training - New Hires & Interns

  • Jun. 15 - Jun. 24, 2026 (Live Webcast)
  • Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessi...

2026 Level 1 Audit Training - New Hires & Interns

  • Oct. 19 - Oct. 28, 2026 (Live Webcast)
  • Level 1 Audit Training covers the basics of auditing that new auditors need to be set up for success in their careers. Qualifying for 16 auditing CPE credits, this live virtual training is broken into four separate four-hour sessi...

Audit Skills for Beginners

  • Apr. 27, 2026 (Live Webcast) | May. 19, 2026 (Live Webcast) | Jun. 22, 2026 (Live Webcast)
  • Learn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures....

Governmental Accounting 101

  • May. 12, 2026 (Live Webcast) | Jun. 6, 2026 (Live Webcast) | Jun. 29, 2026 (Live Webcast)

  • Governmental Accounting 101, is a 2 hour webcast that takes the participant of a whirlwind tour of governmental accounting basics, focusing on wetting the participant’s appetite for more.  This session will be t...

Introduction to Forensic Accounting

Introduction to Forensic Data Analytics

  • May. 11, 2026 (Live Webcast) | Jun. 8, 2026 (Live Webcast)

  • In this introductory course, you'll learn the fundamentals of integrating forensic data analytics into your anti-fraud risk management program. We will cover key definitions, use cases, methodologies and some of the leading...

Level I: Basic Staff Training

  • Jul. 13 - Jul. 16, 2026 (Live Webcast) | Oct. 19 - Oct. 22, 2026 (Live Webcast) | Jan. 4 - Jan. 7, 2027 (Live Webcast)
  • Part one of a five-course series addresses common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fu...

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)

Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 3 (Steganography)

Preparing to be a Forensic Accountant - Focus on Digital Forensics

Preparing to be a Forensic Accountant - Focus on Document Review and Handwriting Analysis

Preparing to be a Forensic Accountant - Focus on Network Forensics

Surgent's Introduction to Single Audit

  • On Demand - Video
  • Learn the essentials of single audits in clear, manageable steps. This course introduces key requirements under the Uniform Guidance for Federal Awards and helps you build the confidence to perform single audits efficiently and effectively.

Surgent's Introduction to Yellow Book

  • On Demand - Video
  • If you work with governments or not-for-profits, understanding the Yellow Book is a must. This beginner-friendly course breaks the requirements down into clear, manageable concepts, helping you build a solid foundation, boost your confidence, and perform Yellow Book audits with ease.

Surgent's Mastering the Basics of Inventory Accounting

  • On Demand - Video
  • While many entities maintain inventory, they are often challenged when applying the complexities of inventory accounting. The goal of this course is to provide a detailed overview of inventory accounting concepts that can be appli...

Advanced Excel for Staff - Build Reports and Analyze Data

  • On Demand - Video
  • Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course b...

Become a Data Analysis Expert

  • Apr. 30, 2026 (Live Webcast)
  • In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is you...

Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data

  • On Demand - Video
  • This is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and ...

IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Tax Research

  • Apr. 24, 2026 (Live Webcast) | On Demand - Video
  • 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 ...
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Business Writing: Professional & Effective Emails

  • Apr. 21, 2026 (Live Webcast) | On Demand - Video
  • Good writing is good business. Studies show that the average business worker receives 121 emails per day. That’s a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course...

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...

Take Command of your Time

  • Apr. 29, 2026 (Live Webcast)
  • Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

Talk This Way - Communication Skills for the CPA

  • Apr. 30, 2026 (Live Webcast)
  • Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written a...
There are currently no upcoming events.  Search all upcoming events.

Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

Fundamentals of the 1040 for Junior Staff

  • May. 5, 2026 (Live Webcast)

  • This course provides junior tax professionals with a strong foundation in individual tax preparation for the 2025 tax year, focusing on Form 1040 and key schedules. Participants will gain step-by-step guidance on filing require...

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)

Income Tax Accounting - Tax Staff Essentials

  • Dec. 14, 2026 (Live Webcast)
  • This course guides participants through concepts that underpin income tax accounting. The course’s example- and scenario-based approach will help participants stay current on the complicated income tax accounting matters relevant ...

Individual Tax Fundamentals - Tax Staff Essentials

  • Dec. 2, 2026 (Live Webcast)
  • Legislation, including H.R. 1, commonly referred to as OBBBA, has kept the federal individual tax arena on its toes. This course provides up-to-date information on critical tax issues affecting individuals, with a focus on complia...

Introduction to Charitable Gifting for Individual Taxpayers

Introduction to Required Minimum Distributions

Level I: Basic Staff Training

  • Jul. 13 - Jul. 16, 2026 (Live Webcast) | Oct. 19 - Oct. 22, 2026 (Live Webcast) | Jan. 4 - Jan. 7, 2027 (Live Webcast)
  • Part one of a five-course series addresses common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fu...

Passive Activities & Rental Real Estate Income Tax Issues

Qualified Business Income (QBI) Deduction (§199A) – The Ins & Outs

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

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.

Advanced Excel for Staff - Build Reports and Analyze Data

  • On Demand - Video
  • Advanced Excel for Staff - Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course b...

Excel Essentials For Staff Accountants

  • May. 13, 2026 (Live Webcast)

  • Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically...

Introduction to AI in Accounting

Surgent's Excel for Staff Level 1 - What You Never Learned

  • On Demand - Video
  • Most staff accountants learned Excel in college and many others learned Excel on their own; however, most users never learned the important productivity tips that could help them build spreadsheets more efficiently. This course wi...

Surgent's Excel for Staff Level 2 – Getting More Out of Excel

  • On Demand - Video
  • Excel can do so many things, but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to explore them. To learn ALL the capabilities of Excel would take ...

Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data

  • On Demand - Video
  • This is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and ...