Foundational Skills for Staff

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 HackettSurgent 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 skill sets, like time management, business development, project management and more.

Group Discounts Available for Foundational Skills Events in 2021! 
We are excited to offer group discounts for the staff level training events in 2021. If your firm is sending 3 or more participants to any staff level training sessions, reach out to Ashleigh to register with the discount. Please note that the group of attendees must be attending in the same season (summer or fall sessions). We are waiving the deadline for the summer sessions.

Virtual Event Group Discount
     • 1 - 2 Attendees: $750 per person
     • 3 - 4 Attendees: $675 per person
     • 5+ Attendees: $625 per person

In Person Event Group Discount
     • 1 - 2 Attendees: $1,450 per person
     • 3 - 4 Attendees: $1,330 per person
     • 5+ Attendees: $1,240 per person


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

Summer: June 21 - 25 (VIRTUAL)
Fall: October 18 - 21 (Cincinnati, OH)
 
VIRTUAL EVENT COST: $750 per person
IN PERSON EVENT COST: $1,450 per person (does not include airfare, hotel, and ground transportation) 


VIRTUAL SESSIONS: Class will be from 11:00am - 5:00pm ET Monday through Friday. 
IN PERSON EVENTS: Please arrive on Sunday in time for the reception at 6:30 pm. Class will be from 8:30 am - 5:00 pm Monday through Wednesday. Class will end at 3 pm on Thursday.
For in person events firms are responsible for booking their own hotel and flights. Hotel information for all sessions can be found on the Hotel tab.  

Program Level: Basic
CPE hrs./Field of Study:
VIRTUAL: 20 hours of technical training (Tax or Audit) | 5 hours of Professional/Business Development
LIVE: 24 hours of technical training (Tax or Audit) | 10 hours of Professional/Business Development

 

                                                         


Summer Registration Deadline: June 16, 2021 Fall Registration Deadline: October 1, 2021
   




Foundational Skills 3
Summer: July 19 - 23 (Virtual)
Fall: November 1 - 4 (Cincinnati, OH)
 

VIRTUAL EVENT COST: $750 per person
IN PERSON EVENT COST: $1,450 per person (does not include airfare, hotel, and ground transportation) 


VIRTUAL SESSIONS: Class will be from 11:00am - 5L00pm ET Monday through Friday. 

IN PERSON EVENTS: Arrive on Sunday in time for the reception at 6:30 pm. Class will be from 8:30 am - 5:00 pm Monday through Wednesday. Class will end at noon on Thursday.
For in person events firms are responsible for booking their own hotel and flights. Hotel information for all sessions can be found on the Hotel tab.  

Program Level: Intermediate
CPE hrs./Field of Study:
VIRTUAL: 15 hours of technical training (Tax or Audit) | 5 hours of Professional Development | 4 hours of Business Development
LIVE: 16 hours of technical training (Tax or Audit) | 8 hours of Professional Development | 4 hours of Business Development

 

                                             


Summer Registration Deadline: July 14, 2021 Fall Registration Deadline: October 15, 2021
   

 

Foundational Skills 4
Summer: August 2 - 6  - TAX ONLY (Virtual)
Fall: December 6 - 9 (Cincinnati, OH)

VIRTUAL EVENT COST: $750 per person
IN PERSON EVENT COST: $1,450 per person (does not include airfare, hotel, and ground transportation) 


VIRTUAL SESSIONS: Class will be from 11:00am - 5:00pm ET Monday through Friday. 

IN PERSON EVENTS: Arrive on Sunday in time for the reception at 6:30 pm. Class will be from 8:30 am - 5:00 pm Monday through Wednesday. Class will end at noon on Thursday.
For in person events firms are responsible for booking their own hotel and flights. Hotel information for all sessions can be found on the Hotel tab.  


Program Level: Intermediate
CPE hrs./Field of Study:
VIRTUAL: 15 hours of technical training (Tax or Audit) | 5 hours of Professional Development | 4 hours of Business Development
LIVE: 16 hours of technical training (Tax or Audit) | 8 hours of Professional Development | 4 hours of Business Development

 

                                                  
 

Summer Registration Deadline: July 28, 2021 Fall Registration Deadline: November 19, 2021
      

General Information


Program Duration: Virtual - 5 days / In person - 4 days
Delivery Method: Group Live or Internet Based
Advanced Prep: None
Registration: Online at www.agn.org/advance
Record Retention: All CPE records are maintained in the AGN database for a minimum of five years
Complaint Resolution: Contact AGN International-North America's Director of Member Programs Ashleigh Lambert via email or phone her directly at 303-743-7880

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.