Inside Job

Greater Economy and Efficiency: For teams with at least eight to 10 people, in-house training will generally be less expensive than a public seminar or conference. However, training that covers specialized topics needed only by a few staff members may be more efficiently handled publicly, Marino says.

Total In-House Training
Firms committed to offering practitioners timely, high-quality training are well advised to build a total in-house training program that integrates multiple formats, such as instructor-led seminars, partner-led seminars and interactive learning via webinars and audio conferences, Marino notes. “Regardless of the format, the goal of any in-house training program should be to help practitioners gain competency in specific areas where they need professional development.”

The most important step toward creating an in-house program is to evaluate the staff’s experience, capabilities, training needs and learning competencies.

“This will help spot any learning gaps and enable (firms) to plot out learning paths for all practitioners. Then (firms) can populate learning paths using training products available in the marketplace — whether live, instructor-led programs or interactive audio, video and online programs,” Marino says.

Meet the Instructors
 
 

Wayne Kerr, CPA, is a senior consultant at AuditWatch, part of the Tax & Accounting business of Thomson Reuters. Wayne specializes in audit methodology/process consulting, helping firms improve the quality and efficiency of their audits. He has developed forms, practice aids, and methodologies based on the risk assessment suite of standards. He has also advised numerous firms on these and other auditing topics.

 
Video Feature
 

Susan C. Longo, CPA, provides services to industry and CPA practices in the U.S. and Canada. She has expertise in compliance auditing for nonprofit organizations, governmental entities, employee benefit plans, HUD, financial institutions, CIRAs and contractors. She has authored and instructed PPC courses in accounting, auditing, nonprofits, and governmental entities, and has been recognized as an “Outstanding Instructor” by numerous state CPA societies.

Click above to view Susan leading a Practitioners Video Digest training session.

Thomson Reuters offers comprehensive in-house CPE training solutions at various price points for tax and accounting practitioners. Offerings range from core tax and audit training for professionals new to the industry, to high-end consulting services in which leading experts come into your practice to work directly with your staff to help increase audit productivity.

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