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Live In-Person

Staff Training: Beginning-in-Charge

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

Multi-day course:
Monday, Aug. 19-Wednesday, Aug. 21, 2024
8 a.m.-4:30 p.m. Central
24 CPE (19.8 technical, 4.2 non-technical)
Minnesota Society of CPAs, Bloomington

Course code: 24SR-0014
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In this intensive, in-person 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.

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 objectives

  • Advance more quickly to higher levels of responsibility and become more profitable for the firm
  • Effectively plan and complete audits, supervise staff, review working papers and interact with partners and clients

Who should take this program?

  • CPA firm staff with two to three years of experience

Pricing

Standard Member Fee $799.00
checkmark Standard Nonmember Fee $1,099.00

MNCPA members save $300.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $1,099.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Bonnie Kennedy
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Accounting & audit
Field(s)
of study
Business Management & Organization - Non-Technical (4.2)
Auditing - Technical (19.8)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Two to three years of experience recommended
Advance
prep
Items needed: Laptop, course materials (provided prior to class) and a calculator
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.