Staff Training: Beginning In-Charge

Code: STP3A

Date Multi-day course:
Monday, August 21, 2017 --
Wednesday, August 23, 2017
Time 8:30am - 4:30pm
Central Time
Location Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Map & directions
CPE credits CPE 24.0
Instructor Sonny Morris
AHI Associates
Standard member fee $699.00
checkmarkStandard nonmember fee $799.00

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Give your experienced staff members the training they need to assume higher levels of responsibility and become more profitable for your firm. In this intensive three-day course, they'll get hands-on training to improve their planning, review, audit and other engagement capabilities; polish their communication skills; and build a strong foundation for effective staff supervision.

Who should take this program?

Second- or third-year CPA firm staff members who have led at least two audits or review engagements, or plan to have in-charge responsibilities within the next six months

Major subjects

  • What is expected of the in-charge and how to achieve success for the firm
  • Plan engagements -- proper planning steps, how to overcome obstacles, and guidance on improving quality and efficiency
  • Assess risk and materiality -- determine planning materiality and calculate performance materiality; assess engagement, inherent and control risks; link results to audit procedures; minimize costs while maintaining quality; assess fraud risk; and conduct brainstorming
  • Nonstatistical audit sampling -- apply auditing standards, make sampling decisions, project sample misstatements to the population and consider sampling error
  • Meet client needs -- four elements of effective selling, how to sell additional services to existing clients, and how to use management letters as sales tools
  • Complete the engagement -- identify problems early, tie up loose ends, review assistants' work and conduct self-review assessments
  • Review assistants' work -- identify objectives, develop a methodology, review early in the process, document appropriately and communicate comments effectively
  • Supervision -- importance of good supervision, on-the-job techniques, and characteristics of good and poor supervisors

Learning objective(s)

  • Advance more quickly to higher levels of responsibility and become more profitable
  • Plan and efficiently complete engagements, supervise staff, review workpapers and interact with partners and clients


Course code Code STP3A
Sponsor MNCPA
NASBA ID#: 139884
Level Intermediate
of study
Auditing (17), Business Management & Organization (7)
Format Group Live
Prerequisites Prereq. Twenty-four to 36 months of public accounting experience recommended.
Prior to the course, please read the EXP, PLN and ARM sections of the electronic course manual, which will be sent to you before the program.
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