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24SR-0014: Staff Training: Beginning-in-Charge (In-person)

Multi-day course:
Monday, August 19, 2024 - Wednesday, August 21, 2024
8:00am - 4:30pm Central Time
24 CPE (19.8 technical, 4.2 non-technical)
Minnesota Society of CPAs, Bloomington

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Firm administrators: Please log in before starting the employee registration process.

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 objective(s)

  • 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


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

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 (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
Items needed: Laptop, course materials (provided prior to class) and a calculator
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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