Introducing Foundational Skills

One of the strongest benefits to AGN members over the years has been the technical training we offer at the beginning of a career. We are very proud to say that we have had a role in the development of several hundred professionals within our member firms. 
 
The AGN Foundational Skills (formerly Staff Training) program has always provided a variety of benefits, but now, with the collaboration of Clark Schaefer Hackett, Surgent, and AuditSense, we have enhanced it to fit the needs of today’s young talent as well as our member firms. 
 
This new curriculum is focused on creating excellent accountants as well as excellent leaders. We are training the next generation of partners, and by blending professional skills with the technical at the earliest levels, we are creating a level of critical thought, ownership and responsibility that is necessary to succeed. Each level will address important technical topics and trends, whether tax or audit, and will also dedicate time to key professional skillsets, like time management, business development, project management and more.



Foundational Skills 1
Training starts on the first day of work.  It is imperative that you surround new team members with your firm’s unique culture and introduce the resources available to them on a daily basis. We understand that means that often the firm-specific information on systems, processes and the location of the bathrooms is intermixed with more general technical and soft skills content.

That is why AGN and Clark Schaefer Hackett have created a complimentary Guide to Level 1 Foundational Skills for you to implement within your firm. Whether you’re doing this for two people or twenty, you can use this comprehensive outline to ensure that you’re touching on all of the key topics during your onboarding process. Additionally, you’ll be preparing your staff members for the upcoming levels in the AGN: ADVANCE Foundational Skills program, setting their mindset and expectations for future training.

Please feel free to alter our suggestions and tailor them to your firm. If you have any questions or suggestions, please feel free to share!
 

Foundational Skills 2
[FORMERLY KNOWN AS STAFF TRAINING LEVEL 2]
Nov. 5 - 9, 2017 - Cincinnati, OH
add formerly known as here
COST: Audit - $1,425 per person | Tax - $1,425 per person
(Above costs do not include airfare, hotel, and ground transportation) 


AGN is utilizing the services of AuditSense for the audit class, and Surgent for the tax class. This will include the audit and tax technical content currently covered in AGN's Staff Training Program. New this year is the additional day of business development and soft skills training.

PLEASE NOTE:
Arrive Sunday, November 5 in time for the reception at 7:30 pm.
Class will be from 8 am - 5 pm November 6, 7, 8, and 9

Firms are responsible for booking their own hotel and flights. To book hotels, please visit the corresponding link on the Hotel tab.


Prerequisites: Professionals with at least 2 years of public accounting experience: Audit - Staff Associate; Tax - Future Tax Specialist
Program Level: Basic
CPE hrs./Field of Study:
Audit:
24 hrs in Auditing, 10 hrs. in Professional/Business Development | Tax: 24 hrs. in Taxes, 10 hrs. Professional/Business Development
Learning Objectives (Audit):
• Understanding the differences between marketing, sales, client development
• Identify personal brand though creating a personal brand strategy map 
• Assess current relationships and identify what relationships are critical to your success 
• List, define and understand key terms of the Audit Process
• Describe the interrelationship between audit assertion and procedures
• Describe the building blocks to an audit and the purpose of each
• Prepare workpapers in accordance with the documentation standard
• Describe the importance of and uses of inquiry during an audit
• Explain how to perform and document a substantive analytical procedure
• Understand the purpose and use of the Statement of Cash Flows
Learning Objectives (Tax):
• Master in detail the preparation of Form 2210 and the other potential issues such as alternative minimum tax, personal holding company, and accumulated earnings
• Understand major issues in preparing partnership Form 1065 and S corporation Form 1120S
• Understand compensation issues, fringe benefits, and tax credits
• Business development and soft skills training.

 







Registration & Hotel Reservations Deadline:
Friday, October 6, 2017





Foundational Skills 3
[FORMERLY KNOWN AS STAFF TRAINING LEVEL 3]
Dec. 3 - 7, 2017 - Cincinnati, OH
COST: Audit - $1,350 per person | Tax - $1,350 per person
(Above costs do not include airfare, hotel, and ground transportation)


AGN is utilizing the services of AuditSense for the audit class, and Surgent for the tax class. This will include the audit and tax technical content currently covered in AGN's Staff Training Program. New this year is an additional day of organization and productivity training based on the Franklin Covey's 5 Choices of Extraordinary Productivity. An additional half-day will be dedicated to business development and new business generation within a CPA firm.

PLEASE NOTE:
Arrive Sunday, December 3 in time for the reception at 7:30 pm
Class will be from 8 am - 5 pm December 4, 5, 6, and 7

Firms are responsible for booking their own hotel and flights. To book hotels, please visit the corresponding link on the Hotel tab.


Prerequisites:
Professionals with at least 3 years of public accounting experience: Audit - New In-Charge; Tax - Future Tax Specialist
Program Level: Intermediate
CPE hrs./Field of Study:
Audit:
 16 hrs. in Auditing, 8 hrs. in Productivity Management, 8 hrs. in Professional/Business Development | Tax: 16 hrs. in Taxes, 8 hrs. in Productivity Management, 8 hrs. Professional/Business Development
Learning Objectives (Audit):
• Grasp how Firms generate revenue and the common financial metrics within the accounting industry 
• Understand the concept of value propositions and create your own personal value proposition 
• Facilitate an Engagement Strategy Planning Session
• Explain the key components of performing preliminary analytical review
• List the 17 Principles of Effective Internal Control
• Define what a Significant Risk is and the impact on the audit 
• Demonstrate how staff can know what is expected of them and how to set clear expectations with staff professionals 
• Review engagement work performed by staff 
• Perform substantive analytical procedures
Learning Objectives (Tax):
• Understand certain advanced concepts of S corporation taxation and prepare more complicated S corporation returns.
• Protect S corporation clients from missing the election and other methods of falling out of S corporation eligibility.
• Understand certain advanced concepts of partnership taxation and prepare more complicated partnership returns.
• Understand S corporation and partnership basis issues and at-risk basis.
• Organization and productivity training.
• Business development and new business generation.


 






Registration & Hotel Reservations Deadline:
Friday, November 3, 2017




Level 4
[FORMERLY KNOWN AS STAFF TRAINING LEVEL 4]
Nov. 28 - Dec. 1, 2017 - Cincinnati, OH
COST: Audit - $1,000 per person | Tax - $1,000 per person
(Above costs do not include airfare, hotel, and ground transportation)


AGN is utilizing the services of AuditSense for the audit class, and Surgent for the tax class. This will include the audit and tax technical content currently covered in AGN's Staff Training Program with one additional day providing a Project Management Workshop, exploring the nuances of leading an engagement. Additional evening sessions will focus on business development and networking strategies.

PLEASE NOTE:
Arrive Tuesday, November 28 in time for the reception at 7:30 pm
Class will be from 8 am - 5 pm November 29, 30, and December 1.

Firms are responsible for booking their own hotel and flights. To book hotels, please visit the corresponding link on the Hotel tab.


Prerequisites: Seniors with at least  4 years of public accounting
Program Level: Intermediate
CPE hrs./Field of Study:
Audit:
 16 hrs. in Auditing, 8 hrs. in Project Management/Business Development | Tax: 16 hrs. in Taxes, 8 hrs. in Project Management/Business Development
Learning Objectives (Audit):
• Define, understand and manage client expectations 
• Create a project schedule including development of WBS, sequence of activities, assigning resources, determining duration, developing critical path and planning communications
• Write effective internal control (i.e. management) comments
• Uses of data analytics
• List the different types of accounting errors 
• Recognize the disadvantage of applying changes on a prospective basis
• Identify best practices for audit efficiency
Learning Objectives (Tax):
• Understanding Sales and Use taxes, including Nexus
• Identify how to calculate the Income Tax Base
• Recognize planning opportunities due to changes in federal income tax law
• Determine the tax character of a partnership distribution or an S corporation distribution
• Understand the consequences to making a Section 754 election
• Ascertain the different treatment of recourse and non-recourse debt and its treatment under the new rules
• Define, understand and manage client expectations 
• Create a project schedule including development of WBS, sequence of activities, assigning resources, determining duration, developing critical path and planning communication






Registration & Hotel Reservations Deadline:
Friday, October 27, 2017





General Information

Program Duration: Foundational Skills 2 & 3: 4 days | Level 4: 3 days
Delivery Method: Group Live
Advanced Prep: None
Registration: Online at www.agn.org/namain
Record Retention: All CPE records are maintained in the AGN databse for a minimum of five years
Complaint Resolution: Contact AGN International-North America's Regional Director Kathy Sautters via email or phone her directly at 303-743-7880, option 1

AGN International - North America Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org 

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.