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Audit & Leadership Training 

Program Overview

  • All courses are virtual
  • Participants will meet virtually for 4 consecutive days
  • Working with, and meeting peers from, firms around the country
  • Small breakout groups – provide guidance from others and encouragement to think on their own
  • Problems and cases that focus on how and why
  • Shorter training days offers flexibility to respond to clients
  • Experienced and enthusiastic discussion leaders who care about participants’ learning
  • Five learning levels to fit your needs

Do you want customized training for your organization? In-person & virtual available - contact Lindsey: lnewcomb@mocpa.org

Levels I, II, & III - Audit Training

Each level meets over four days for a total of 24 credits per level.

Over the course of these levels, attendees will focus on the theory behind audits, reviews, compilations, and financial statement preparation engagements. AHI believes that by understanding the “why” behind the procedures, new staff will be prepared for all types of engagements that will arise in their career. Participants apply these concepts to realistic case scenarios, with a focus on understanding the process rather than the format. The goal is to develop thinkers, not just doers. Levels I through III courses are designed especially for any staff who will be performing audits, reviews, compilations, or financial statement preparation engagements.

Level IV & V - Leadership Training

Level IV meets over four days for a total of 24 credits. Level V meets over 4 days for a total of 16 credits.

Throughout these next-step levels, leadership concepts and soft skills training that benefits both the person attending and their organization will be introduced. These two levels are applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) as well as applicable to other professional business leaders. These concepts apply to all individuals with significant supervision and management responsibilities.

Not ready to commit to several days? Try one of our single-day events!

  • Management and Leadership Essentials - for intermediate to advanced level staff looking for a single day of strategies designed to help with staff retention and recruitment as well as client acquisition (8 credits).
  • Advanced Management and Leadership Essentials Mini Session - for advanced staff designed to give them a brief overview of the level 5 program (2 credits).

Find all these courses listed below, click on the date you wish to register for. 

Management and Leadership Essentials Training Pricing:

Discounts for groups of 2 or more, for groups larger than 14 people, contact Lindsey (lnewcomb@mocpa.org) for pricing. Group pricing works for any level combination. Use the promo codes listed below at checkout. If you are not a firm admin and would like to sign up multiple people, please contact Lindsey to get your group registered. All pricing listed below is based on the MOCPA member rate. 

Levels I, II, III, & IV: (24 CPE credits per level)

  • 1 person = $795
  • 2-4 people = $745 per person (use promo code TRAIN2)
  • 5-9 people = $695 per person (use promo code TRAIN5)
  • 10-14 people = $645 per person (use promo code TRAIN10)

Levels V: (16 CPE credits)

  • 1 person = $675
  • 2-4 people = $625 per person (use promo code TRAIN2)
  • 5-9 people = $585 per person (use promo code TRAIN5)
  • 10-14 people = $555 per person (use promo code TRAIN10)

Leadership Mini Sessions: (no group discount)

  • Advanced Management and Leadership Essentials (2 CPE credits) = $60
  • Management and Leadership Essentials (8 CPE credits) = $285

Level I: 

Basic Staff Training

Suggested for staff 0-12 months of experience. 24 CPE credit hours

Level II: Semi-Senior Staff Training

Suggested for staff 1-2 years with at least one tax season of experience. 24 CPE credit hours

  • May 12 - May 15, 2025
  • Sept. 15 - Sept. 18, 2025

Level III: Beginning in Charge Training

Suggested for staff 2-3 years of experience. 24 CPE credit hours

Level IV: Management and Leadership Essentials 

24 CPE credit hours

Level IV: Management and Leadership Essentials Training - One Day

8 CPE credit hours

  • Oct. 23, 2025

Level V: Advanced Management and Leadership Essentials 

16 CPE credit hours

Advanced Management and Leadership Essentials - Mini Session

2 CPE credit hours 

Additional Courses:

AI for Accountants - Practical Applications

Participants explore how small and mid-size firms are using these tools to improve engagement efficiency and quality while providing opportunities for value-added services to clients.

2 CPE credit hours 

Accounting Data Analytics 

This 2-hour mini-course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEAS© approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients.

2 CPE credit hours 

The Mindful-CPA

In today’s world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals.

2 CPE credit hours