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22SR-0002: Staff Training: Beginning In-Charge (In-person)

If you have questions about this event, please call us at 952-831-2707.

Date Multi-day course:
Tuesday, August 23, 2022 --
Thursday, August 25, 2022
Time 8:00am - 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
Business Management & Organization - Non-Technical (7.2)
Auditing - Technical (16.8)
Instructor Bonnie Kennedy
AHI Associates
Standard Member Fee $799.00
Standard Nonmember Fee $999.00


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.

100% of 2021 attendees would recommend this course to a peer.

Who should take this program?

CPA firm staff with two to three years of experience

Major subjects

  • What is expected of the in-charge
  • Engagement planning
  • Assessing risk and materiality
  • Nonstatistical audit sampling
  • 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 objective(s)

  • 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


Course code Code 22SR-0002
Sponsor MNCPA
NASBA ID#: 139884
Level Intermediate
Format Group Live
Prerequisites Prereq. Two to three years of experience recommended.

If you have questions about this event, please call us at 952-831-2707.

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