Staff Training: Beginning In-Charge

Code: STP3A

Date Multi-day course:
Monday, August 20, 2018 --
Wednesday, August 22, 2018
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
of study
Auditing - Technical (17.0)
Business Management & Organization - Non-Technical (7.0)
Instructor Bonnie Kennedy
Standard member fee $699.00
checkmarkStandard nonmember fee $799.00

Members: Please log in to receive member fee.


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
  • Planning engagements -- proper planning steps, how to overcome obstacles and guidance on improving quality and efficiency
  • Assessing risk and materiality -- determining planning materiality and calculating performance materiality; assessing engagement, inherent and control risks; linking results to audit procedures; minimizing costs while maintaining quality; assessing fraud risk; and brainstorming
  • Nonstatistical audit sampling -- applying auditing standards, making sampling decisions, projecting sample misstatements to the population and considering sampling error
  • Client needs -- four elements of effective selling, how to sell additional services to existing clients and how to use management letters as sales tools
  • Completing the engagement -- identifying problems early, tying up loose ends, reviewing assistants' work and conducting self-review assessments
  • Reviewing assistants' work -- objectives, methodology, reviewing early in the process, documenting appropriately and communicating 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
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.
view cart
view saved cpe

Search CPE catalog

Event code

Advanced search
View all CPE programs