Staff Training Level 3: Applied Knowledge

We’ll help staff step into leadership with certainty. The following courses are tailored for intermediate-level staff to advance their expertise and take on in-charge responsibilities. They’ll learn how to perform clear and effective communication with clients and colleagues, strengthen critical thinking skills and enhance their ability to tackle complex challenges independently.

 

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

2025 Level 3 Audit Training - New Seniors

  • May. 19 - May. 30, 2025 (Live Webcast) | Jun. 3 - Jun. 6, 2025 (Live Webcast) | Dec. 8 - Dec. 17, 2025 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

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 III: Beginning In-Charge Staff Training

  • May. 19 - May. 22, 2025 (Live Webcast) | Oct. 27 - Oct. 30, 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...

Become a Data Analysis Expert

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 III: Beginning In-Charge Staff Training

  • May. 19 - May. 22, 2025 (Live Webcast) | Oct. 27 - Oct. 30, 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...

Next Steps Series – Greatness: Building a Productive, Resilient Workforce

  • May. 13, 2025 (Live Webcast)
  • In this course we will look at improving a process that is deeply flawed, and we will look objectively and outside the box on things we can do to identify and hire high performers.
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Engagement and Client Retention Best Practices
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Building Personal Leadership Skills

Effective Communication Skills

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

  • May. 19, 2025 (Live Webcast) | 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...

Powerful Public Speaking

The Leadership Skills of Tomorrow: Delegate and Listen

What Is Your Brand Reputation

  • Apr. 23, 2025 (Live Webcast) | May. 1, 2025 (Live Webcast) | May. 6, 2025 (Live Webcast) | May. 29, 2025 (Live Webcast) | Jun. 11, 2025 (Live Webcast) | Jun. 24, 2025 (Live Webcast)
  • What do people say about you when you leave the room? Is it what you want them to say? How you show up in the room, get listened to, build trust, and are known amongst your colleagues are all critical components of your future suc...

2025 Level 3 Audit Training - New Seniors

  • May. 19 - May. 30, 2025 (Live Webcast) | Jun. 3 - Jun. 6, 2025 (Live Webcast) | Dec. 8 - Dec. 17, 2025 (Live Webcast)
  • Level 3 Audit Training is designed for new seniors who have supervision and review responsibilities, while still having accountability for key audit areas. The curriculum includes journal entry testing, analytical procedures, samp...

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 ...

Reviewing Individual Tax Returns: What Are You Missing?

  • Apr. 30, 2025 (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 ...

Taxation of Property Transactions - Tax Staff Essentials

  • Apr. 24, 2025 (Live Webcast)
  • Help your clients understand and correctly handle taxes associated with property transactions. Understand important property-related timing issues and planning opportunities that can lead to significant tax savings. Gain a pract...

Advanced ChatGPT for Accountants

Advanced Excel for Staff - Build Reports and Analyze Data

ChatGPT Bootcamp for CPAs with John Higgins