Staff Training
Build your staff members’ professional development foundation with CalCPA’s Staff Training programs. These comprehensive, workshop-style, core training programs will ensure that your staff has the skills to maximize their productivity, profitability and commitment to your firm.
Staff Training
Level I Basic Staff Training
Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives and auditing and reviewing selected accounts.
Level II Semi-Senior Staff Training
Gain knowledge to improve your skills to perform more complex analytical procedures and draft financial statements and footnotes.
Level III Beginning In-Charge Staff Training
Discover the secrets to planning and efficiently completing engagements; explore methods for assuming higher levels of responsibility; develop your ability to assess risk and materiality; and learn to make non-statistical sampling decisions. Designed to offer audit staff members extensive training in crucial procedural, evaluative and supervisory areas.
Level IV Management & Leadership Essentials
This course dives into universal leadership concepts, including the expectations of the supervisor, managing yourself and priorities, improving communication skills, motivation, supervising, coaching and helping your organization grow.
Level V Advanced Management & Leadership Essentials
This course highlights leadership skills and situations common for managers and senior managers of organizations.
AHI: Advanced Management and Leadership Essentials 26-27
This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people.
Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees.
Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings.
All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.
AHI: A&A Level IV - Management & Leadership Essentials Workshop
Develop your soft skills in training courses that benefit both the person attending and their organization. This course, part four of the five-course series, is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization’s bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA’s rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live – Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.
This series is made in partnership with AHI Associates
Taxation
Basic Staff Tax Training: Individual
Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. This is an overview of the process for new preparers and a refresher for the more seasoned professional.
Advanced Staff Tax Training: Individual
Elevate your individual income tax skills and knowledge to go beyond the basics and provide superior service to your clients. This course covers topics including investment taxation, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and AMT.
Staff Tax Training: Individual (Form 1040)
This three-day training provides a comprehensive understanding of the federal income tax laws applicable to individuals. It is a hands-on session that includes a comprehensive case study. Participants will walk through the preparation of Form 1040 and related tax schedules, learning complex income tax law.
Staff Tax Training: S Corporations (Form 1120S)
This two-day training provides a comprehensive understanding of the Federal income tax laws applicable to S corporations and their shareholders. The cornerstone of this course is the integration of the most recent tax laws and theories into real-world case scenarios and the preparation and/or review of the IRS tax forms and schedules.
Staff Tax Training: Partnerships and LLCs—Form 1065
This two-day training provides a comprehensive understanding of the Federal income tax laws applicable to partnerships, limited liability companies (LLCs) and limited liability partnerships (LLPs) and their owners. The cornerstone of this course is the integration of the most recent tax laws and theories into real-world case scenarios that teach the preparation and/or review of IRS tax forms and schedules.
To learn more about staff training opportunities, please email accountmanagement@calcpa.org
