Staff Training Workshops

Ensure your staff hits the ground running

Whether they’re brand new to your firm or preparing for their next role, your staff members need the right tools and insights to hit the ground running. Start them out on the right foot -- invest in these high-quality workshops so your staff can be productive, effective and profitable for your firm. Register online or call 952-831-2707, ext. 1 to sign up your staff members today.

Find the right workshop for staff members of all experience levels:

Workshop  Dates  Who Should Attend  Program Objectives 

Level 1 — Basic

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Jan. 9-10, 2017

(16 CPE credits)

First-year staff with at least two weeks of experience on audits, compilations or reviews. Improve knowledge, skills and attitude to be more productive and profitable on audits, compilations and reviews; and gain hands-on experience preparing workpapers, performing compilations and reviews, and completing detailed audit tests.

Level 2 — Semi-Senior

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Nov. 16-18, 2016

(24 CPE credits)

First- and second-year staff with one to two years of experience and responsibilities for compilation and review engagements or major audit sections. Complete smaller audits, compilations and reviews with minimal supervision and maximum profitability; and gain skills and confidence to handle small engagements while meeting the needs of both the client and the firm.

Level 3 — Beginning In-Charge

Aug. 22-24, 2016

(24 CPE credits)

Second- and third-year staff with two to three years of experience, who have led at least two audits or review engagements, or plan to have in-charge responsibilities within the next six months. Advance more quickly to higher levels of responsibility, become more profitable, efficiently plan and complete audits, supervise staff, review workpapers, and interact and communicate with partners and clients.

Level 4 — Supervisory

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July 20-22, 2016

(24 CPE credits)

Reservations must be made by May 24!

Staff with three or more years of experience who have significant responsibility dealing with assistants, clients and partners.  Improve ability to manage multiple engagements; improve communication; develop non-technical skills; and deliver value-added services.

Staff Training Level 4: CPE with a view

Don’t wait! Reservations must be made by May 24!

Give your staff members a CPE experience they’ll never forget. As they bolster their engagement, communication, leadership and business development skills, they’ll also enjoy a CPE getaway at Madden’s Resort in Brainerd, MN, complete with golfing, boat rides and picturesque sunsets.

What better way to show your rising leaders that you’re invested in their future at your firm? But don’t wait – reservations must be made by May 24. Register online today or call 952-831-2707, ext. 1, for more details.

Staff Training tri-photo collection