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.