Live In-Person

Staff Training: Beginning-in-Charge

---

In this intensive course, participants will get hands-on training to improve planning, review, audit and other engagement capabilities; polish communication skills; and build a strong foundation for effective staff supervision and workpaper review. Through group work and real-life case studies, attendees will get the training needed to deliver high-quality work, assume higher levels of responsibility and drive success and profitability for the firm.

Major subjects

• What is expected of the in-charge
• Engagement planning
• Assessing risk and materiality
• AI for Accountants
• Guidance for meeting clients' needs
• Completing engagements and sidestepping common engagement wrap-up problems
• Reviewing assistants' work
• Supervision, motivation and management best practices
• Hands-on case study practice with real-life scenarios

Learning objectives

• Advance more quickly to higher levels of responsibility and become more profitable for the firm
• Better plan and complete audits, supervise staff, review working papers and interact with partners and clients

Who should take this program?

• CPA firm staff with two to three years of experience

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $1,099.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.