Staff Training: Beginning In-Charge (Blended Learning)

Code: STP3A

Space is available, but online registration has closed. Please call 952-831-2707 to register.

Date Multi-day course:
Monday, August 19, 2019 --
Tuesday, August 20, 2019
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
Auditing - Technical (17.0)
Business Management & Organization - Non-Technical (7.0)
Instructor Bonnie Kennedy
Standard member fee $599.00
checkmarkStandard nonmember fee $649.00

Members: Please log in to receive member fee.


Give your experienced staff members the training they need to assume higher levels of responsibility and become more profitable for your firm. In this two-day blended learning course, they'll get hands-on training to improve their planning, review, audit and other engagement capabilities; polish their communication skills; and build a strong foundation for effective staff supervision.

This is a blended learning course, which allows participants to earn 24 CPE credits with only two days in class. Participants will do approximately five hours of pre-work before the first day of class.

Who should take this program?

Second- or third-year CPA firm staff members who have led at least two audits or review engagements, or plan to have in-charge responsibilities within the next six months

Major subjects

  • What is expected of the in-charge and how to achieve success for the firm
  • Case study practice planning engagements -- steps, overcoming obstacles, proper use (and common abuses) of the audit budget and obtaining better client assistance
  • Case study practice assessing risk and materiality -- engagement risk, risk of material misstatement, minimizing engagement cost while maximizing quality and assessing fraud risks in accordance with AU-C 530 and the AICPA Audit Guide
  • Case study practice with nonstatistical audit sampling -- applying the standards' requirements, making sampling decisions, projecting sample misstatements to the population and considering sampling error
  • Meeting client needs -- elements of effective selling, tactics to sell additional services to existing clients and how to use management letters as sales tools
  • Tips for completing the engagement successfully -- identifying problems, tying up loose ends, reviewing assistants' work early and conducting self-review assessments
  • Case study practice reviewing assistants' workpapers -- reviewing early in the process, documenting properly and communicating comments effectively
  • Supervision -- importance of good supervision, on-the-job techniques, characteristics of good (and poor) supervisors and case study practice teaching and delegating to assistants

Learning objective(s)

  • Advance more quickly to higher levels of responsibility and become more profitable
  • Plan and efficiently complete engagements, supervise staff, review assistants' work and interact with partners and clients


Course code Code STP3A
Sponsor AHI Associates
NASBA ID#: 103010
Level Intermediate
Format Blended Learning
Prerequisites Prereq. Twenty to 48 months of public accounting experience recommended but not required. Actual experience may vary.
This is a blended learning program, which means pre-work is required to earn all CPE credits. Please complete all assigned pre-work (five hours total) before the first day of the course. Instructions and materials will be emailed to you. Please bring a calculator.
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