Staff Training Level 4: Management Essentials

We’ll help your professionals master client engagements from start to finish. These advanced programs are designed for professionals to take on leadership in tax and accounting engagements, providing the skills and insights needed to manage client relationships and complex projects with expertise.

 

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

Advanced Audits of 401(k) Plans: Best Practices and Current Developments

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

  • 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 IV: Management and Leadership Essentials Training

  • Jun. 2 - Jun. 5, 2025 (Live Webcast) | Nov. 17 - Nov. 20, 2025 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...

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.
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.

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...

Level IV: Management and Leadership Essentials Training

  • Jun. 2 - Jun. 5, 2025 (Live Webcast) | Nov. 17 - Nov. 20, 2025 (Live Webcast)
  • Develop your soft skills in training courses that benefit the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting...

Next Steps Series – Development: Moving From Employee to Manager to Leader

  • May. 20, 2025 (Live Webcast) | May. 29, 2025 (Live Webcast)
  • This course will give new supervisors, managers, and leaders the skills and understanding needed to successfully navigate the transition to management.

Powerful Public Speaking

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

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 ...

Multi-State Taxation - Tax Staff Essentials

  • Apr. 23, 2025 (Live Webcast) | May. 20, 2025 (Live Webcast)
  • Multistate taxation has never been more relevant. This course helps you skillfully navigate the maze of corporate tax codes across jurisdictions, focusing on interstate activity and nexus, allocation and apportionment, and key c...

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 ...

S Corporation Essentials: Review & Update

S Corporation Essentials: Stock & Loan Basis Reporting

Advanced ChatGPT for Accountants