21 Staff Training Best Practices

And the 3 types of training that all CPA firm personnel need.

By Marc Rosenberg
On Staffing

I cringe when CPAs use “‘training”’ and “‘CPE”’ synonymously.

  • CPE coursework is often reactive, taken to maintain a CPA license. It may or may not educate. It may or may not be the type of education an individual needs. Many look upon CPE as a nuisance to be complied with. The smaller the firm and the older the CPA, the more likely this is the case.
  • Training is primarily proactive, undertaken to expand a person’s knowledge, performance and capabilities. The training is in alignment with what the person needs to do the job and provide value to the firm and its clients.

MORE ON STAFFING: 8 Keys to Keeping Staff Engaged | How to Create a Talent Management Strategy | What Happened to the Relevancy of the CPA Profession? | Staffing: What CPA Firms Are Learning the Hard Way
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Ideally, the training identified as needed also qualifies as CPE.