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

Level III: Beginning In-Charge Staff Training

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

Critical Thinking Masterclass

  • Mar. 14, 2025 (Live Webcast) | Apr. 9, 2025 (Live Webcast)
  • Ready to make radical leaps in your critical thinking? In a world of rapid change and unreliable information, we need the ability to separate fact from fiction, recognize flawed assumptions, and have clarity under pressure. This c...

Level III: Beginning In-Charge Staff Training

  • May. 19, 2025 (Live Webcast) | Oct. 27, 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 – Engagement: Motivating the Next Workforce

  • Apr. 10, 2025 (Live Webcast)
  • This course will review how to hire well and techniques to keep your best performers engaged and wanting to stay with your organization.

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.

Engagement and Client Retention Best Practices

  • Mar. 12, 2025 (Live Webcast) | Apr. 23, 2025 (Live Webcast)
  • Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client’s relationship with professional advisors.

Next Steps Series – Client Needs: Beyond Best Practices in Client and Customer Service

  • Mar. 11, 2025 (Live Webcast)
  • This course will discuss how, in the future, the customer experience will be measured by value, contribution, impact and sustainability.
There are currently no upcoming events.  Search all upcoming events.

Critical Thinking Masterclass

  • Mar. 14, 2025 (Live Webcast) | Apr. 9, 2025 (Live Webcast)
  • Ready to make radical leaps in your critical thinking? In a world of rapid change and unreliable information, we need the ability to separate fact from fiction, recognize flawed assumptions, and have clarity under pressure. This c...

Effective Communication Skills

  • Mar. 18, 2025 (Live Webcast) | Apr. 9, 2025 (Live Webcast) | Apr. 24, 2025 (Live Webcast) | May. 1, 2025 (Live Webcast) | May. 27, 2025 (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...

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

  • Apr. 10, 2025 (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

  • Mar. 13, 2025 (Live Webcast) | Mar. 25, 2025 (Live Webcast) | Apr. 7, 2025 (Live Webcast) | Apr. 23, 2025 (Live Webcast) | May. 1, 2025 (Live Webcast) | May. 6, 2025 (Live Webcast) | May. 29, 2025 (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...

The Leadership Skills of Tomorrow: Delegate and Listen

  • Mar. 28, 2025 (Live Webcast) | Apr. 23, 2025 (Live Webcast)
  • Mastering two leadership skills will decrease your stress, and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career.

What Is Your Brand Reputation

  • Mar. 13, 2025 (Live Webcast) | Mar. 25, 2025 (Live Webcast) | Apr. 7, 2025 (Live Webcast) | Apr. 23, 2025 (Live Webcast) | May. 1, 2025 (Live Webcast) | May. 6, 2025 (Live Webcast) | May. 29, 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...
There are currently no upcoming events.  Search all upcoming events.

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

  • 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...

ChatGPT Bootcamp for CPAs with John Higgins

  • Apr. 18, 2025 (Live Webcast) | Apr. 29, 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 every industry.