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23SR-0029: Staff Training: Basic (In-person)

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

Multi-day course:
Monday, January 8, 2024 - Tuesday, January 9, 2024
8:00am - 4:30pm Central Time
16 CPE (15 technical, 1 non-technical)
Minnesota Society of CPAs, Bloomington

Alternate dates & more options

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. Participants will get hands-on experience and case study practice 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 (New for 2023!)
  • Working paper techniques and cash
  • Analytical procedures
  • Compilations and reviews
  • Tax recognition and research
  • Auditing and reviewing selected accounts
  • Hands-on case study practice with real-life scenarios
  • Common mistakes for new staff -- and how to avoid them

Learning objective(s)

  • 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


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.
Standard Member Fee $599.00
checkmark Standard Nonmember Fee $799.00

More program information

Instructor Bonnie Kennedy
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
of study
Accounting & audit
of study
Business Management & Organization - Non-Technical (1.0)
Taxes - Technical (1.8)
Auditing - Technical (10.2)
Accounting - Technical (3.0)
Level Basic
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. None
Items needed: Laptop, AHI course materials (provided prior to class; see advanced reading below), calculator, notepad, pens, and access to tax research materials. Advanced preparation: Approximately 20-30 minutes of advanced reading. Instructions at fron
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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