Trusted Client Advisor Workshop

Maximize opportunities, earn your client's trust and enhance your unique value. No matter your level in the firm, you can become a strategic partner to your clients by moving beyond the numbers and core accounting services. This workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and enriching your practice.

This workshop is a combination of live presentation, video, workbook and role plays.
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Working With You to Develop Your Staff’s Competencies and Their Success

AICPA Learning evolves continually to develop a wide range of innovative and effective professional development opportunities, so your staff can master the latest financial practices.

On-site at your office, online at your desk or off-site in public seminars — whatever your preference — we’re ready to work with you and tailor a learning program that fits your organization.
 

Learning for All Staff Levels

AICPA Learning has everything you need to deploy “blended” learning curricula for your staff, based on their job levels and job functions. These programs help align their continued education with your organization’s goals, with the added bonus of job satisfaction and employee retention.
OnSite-Learning PDF


  • Hundreds of available courses
  • Easy-to-follow manuals and focused presentations
  • Convenient schedules, no lost time and no travel expenses
  • Flexible pricing and discounts on large group seminars
  • Reinforced learning with workbooks and follow-up reading
  • Confidential learning environment
  • Experience and expertise of the AICPA


Additional AICPA Learning

Online Learning

Immediate online access to AICPA content delivered by CPExpress, webcasts, online conferences and many more!
CPExpress
Conferences & Workshops
OnDemand-eLearning
Webcasts

 

Staff Learning

Comprehensive and customizable to meet the unique development needs of your staff from entry-level through manager. Application-based learning focuses on real-world solutions and issues, providing relevant information and skills using an easy and convenient format.

Audit Staff Essentials
Tax Staff Essentials

 

AICPA Navigator (LMS)

Comprehensive, highly interactive online platform that provides rich content, CPE compliance tracking and competency management tools to CPA firms, companies and their staff — all in one convenient location
AICPA Navigator
Case Studies DeLeon
Case Studies TGM

Contact a Learning Representative Today

1-800-634-6780 Option 1

AICPA Tax Staff Essentials

Tax Staff Essentials is a comprehensive learning program developed by the AICPA to meet the unique learning needs of your firm. The content arranged in four progressive levels to take your staff from entry-level through manager with application-based learning that focuses on practical solutions to real-life issues.

Download the program brochure for more detailed information on the four skill levels and how it could benefit your firm.

Would you like to be contacted by an Account Manager? Please fill out a short form.
 

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