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Staff Training: Basic

Multi-day course:
Wednesday, Jan. 7-Thursday, Jan. 8, 2026
8 a.m.-4:30 p.m. Central
16 CPE (15 technical, 1 non-technical)
Minnesota Society of CPAs, Bloomington

Course code: 25SR-0024
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Firm administrators: Please log in before starting the employee registration process.


Invest in your new staff and set them up for success at your firm. In this intensive course, staff will get tools to improve efficiency, work productively and profitably and meet quality control standards. The curriculum, geared for both local and regional firms, bridges the gap between the theory students learn in college and the tools staff members need in practice. Staff will gain hands-on experience with workpapers, compilations, reviews and audit tests.

Major subjects

  • Role of new staff
  • Audit objectives and major steps in the audit process
  • Accounting data analytics
  • Working paper techniques and cash
  • Analytical procedures
  • Compilations and reviews
  • Auditing and reviewing selected accounts
  • Hands-on case study practice with real-life scenarios
  • Common mistakes for new staff -- and how to avoid them
  • Hands-on case study practice with real-life scenarios

Learning objectives

  • Improve knowledge, skills and attitude to enable staff to be more productive and profitable on audits, reviews and compilations

Who should take this program?

  • First-year CPA firm staff

Pricing

Standard Member Fee $599.00
checkmark Standard Nonmember Fee $799.00

MNCPA members save $200.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $799.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

More program information

Instructor Katie Davis
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Accounting & audit
Field(s)
of study
Business Management & Organization - Non-Technical (1.0)
Auditing - Technical (11.4)
Accounting - Technical (3.6)
Level Basic
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. None
Advance
prep
Items needed for class: laptop, AHI course materials (provided prior to class), calculator, notepad, pens and access to tax research materials.
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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