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

2026 Level 3 Audit Training - New Seniors

  • May. 18 - May. 29, 2026 (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...

2026 Level 3 Audit Training - New Seniors

  • Dec. 8 - Dec. 17, 2026 (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

  • May. 18 - May. 21, 2026 (Live Webcast) | Oct. 26 - Oct. 29, 2026 (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

  • 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...

Level III: Beginning In-Charge Staff Training

  • May. 18 - May. 21, 2026 (Live Webcast) | Oct. 26 - Oct. 29, 2026 (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...
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2025 Tax Update for Client Advisory Services

Engagement and Client Retention Best Practices

Tax Planning for Rental Real Estate
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Building Personal Leadership Skills

  • Apr. 22, 2026 (Live Webcast) | May. 23, 2026 (Live Webcast) | Jun. 10, 2026 (Live Webcast) | Jun. 24, 2026 (Live Webcast)
  • People skills are the most significant skills that professionals need to develop and yet are often the last skills perfected. This course will help participants understand personality types and the successful interactions with cli...

Coaching the Next Generation of CPAs

  • 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...

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...

Powerful Public Speaking

  • 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...

2026 Level 3 Audit Training - New Seniors

  • May. 18 - May. 29, 2026 (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...

2026 Level 3 Audit Training - New Seniors

  • Dec. 8 - Dec. 17, 2026 (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...

2025 Tax Update for Client Advisory Services

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis

  • May. 12, 2026 (Live Webcast)
  • This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, an...

Partnership & LLC (Form 1065) – Formation to Liquidation

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

Surgent's Understanding S Corporation Taxation: Shareholder Basis, AAA, and Retained Earnings

Tax Research - Intermediate Concepts

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.

Tax Research - Intermediate Concepts