Customized Team Trainings
Unlock growth and success for your team with tailored training solutions from NECPAs!
How does it work?
Our team is ready to help with all your training development needs. Our programs are flexible, cost-effective and allow you to train as many or as few employees as you need — from a single team or department to everyone in your organization.
Sessions can be tailored to the unique needs of your staff and business for any industry, with expert speakers provided by us when it fits your schedule. We can even develop your next retreat, helping you set the schedule, coordinate speakers and handle the logistics.
Popular topics:
A&A / Audit Updates:
- Achieve Cost-effective, Best-in-Class Internal Controls
- Uniform Guidance for Nonprofit Auditors and Auditees
- The New Quality Management Standards: What Everyone Needs to Know
- Best Practices on Audit Documentation
- Improve Audit Quality
- Preparing and Reviewing Workpapers
- A&A Update
- Nonprofit Accounting and Financial Reporting FAQ
- Hot Topics Accounting & Financial Reporting Update
- Build Your Own Accounting and Auditing Course
- Hot Topics Audit & Attest Update
Internal Audit:
- The Role of Internal Audit in Enterprise-Wide Risk Management
- The Role of Internal Audit in Operational Audits
- The Role of Internal Audit in SOX Compliance
Industry Accountant Skills (Audit-Relevant):
- Thinking Like an Auditor When Preparing Your Financial Statements
- Embedding Enterprise-Wide Risk Management Principles into Accounting and Finance
- Critical Technical Skills for CFOs and Controllers
- Financial Analysis Best Practices
- Keeping Up with the Tax Code: Basic Calculations for S-Corps & Partnerships
- Individual Income Tax Update
- S Corporation, Partnership, and LLC Tax Update
- Federal Tax Update
- Advanced Tax Planning for Retirement Accounts
- Staff Tax Training: Individuals (Form 1040)
- Tax Staffing Training
- Tax Research
- Exploring Client Advisory Services: Business Income Tax Basics
- How to Transition into a Manager Role
- Leading Up
- How Smart Managers Lead Well in All Directions
- Sharpen Your Critical Thinking Skills
- Coaching Skills for CPAs, Controllers and Financial Managers
- Delegation, Feedback, and Accountability
- How to Build a High-Performance Team
- The Leader as Coach: Essential Coaching Skills and Practice
- Develop Your Emotional Intelligence to Become More Successful in Life and Leadership
- Empowering a Hybrid Workforce: Strategies to Set Your Leaders Up for Success
- Multiply Your Value with Strategic Thinking Skills
- The Leader’s Toolkit: Communication, Delegation, Feedback and Time Management Skills
- Leading Change
- Change Management: Turning Ideas into Action
- Business Writing
- Fundamentals of Communication
- Communicating Financial Results to Stakeholders
- Navigating Difficult Conversations
- Emotional Intelligence
- Effective Feedback
- Becoming an Effective Business Coach
- The Power of Listening
- Navigating Conflict
- Time Management and Prioritization
- Being a Better Teammate
- Getting Started with Artificial Intelligence
- Generative AI in Practice: Boost Efficiency and Profitability
- AI Revolution: The Big Picture for CPAs
- Ethical AI Practices: Ensuring Responsible Use
- AI for CPAs: How It Works and How to Apply It
- Mastering Microsoft Copilot AI for CPAs
- Harnessing AI for Modern Workplace Productivity
Microsoft Tools / Productivity:
- Mastering Microsoft 365 Copilot
- Understanding the Role of Microsoft 365
- Building the Foundation with Microsoft Teams for Collaboration and Knowledge Sharing
- Establishing a Secure Cloud-Based File Storage System with SharePoint and OneDrive
- Managing Client Engagements and Internal Projects with the Microsoft Planner App
- Enhancing Productivity with Microsoft Apps: OneNote, Stream, Forms and More
Power BI / Data Analytics / BI Tools:
- K2 Business Intelligence Featuring Power BI Tools
- Clean, Transform & Load Data in Power BI
- Data Analytics with Power BI
- Financial Storytelling & Presentation Mastery: From Data to Decisions
Blockchain & Digital Assets:
- Blockchain & Cryptocurrency Technology: What You Should Know
- Digital Assets
Excel:
- K2’s Advanced Excel
- Excels Best Features
- Getting More Out of Excel
- Improve Design and Productivity with Excel Tables
- Mastering the Excel Lookup Functions
- The Latest and Greatest Excel Features
- Improve Productivity with Excel Tables
Change Management
- Building Future Ready Business
- Presenting Financial Information to Nonfinancial Audience
- The Art of Communicating Complex Information
- Write It Right: Elevate Your Business Communication
- Successful Time Management and Prioritization
- Goals You Need to Be Successful
- Financial Storytelling
- Presentation Mastery
- Giving and Receiving Feedback
- Creating Connections and Leveraging Mindfulness
- Staying in Balance and Avoiding Burnout
- Leading with Empathy
- The Art of Balancing Discipline and Deadlines
- Boost Employee Engagement, Retention and Well-being
- Mental Wellness for Today’s CPA
- Embracing Confidence
- Supporting Mental Wellness to Thrive in Work and Life
- A Working Parent’s Guide to Prioritizing Mental Wellness
- The Ethics Paradox: Why Good People Act Against Their Own Values
- Risks of AI
- Ethical AI Practices for CPAs: Ensuring Responsible Use
- Ethics with a Dash of Courage in an AI World
- Decisive Moments in Ethics
- Using Ethics and Critical Thinking to Navigate the Gray Zone
- Becoming the Everyday Ethicist
- Are Technology Ethics Broken?
- The 7 Deadly Ethical Sins of Organization
- Making Tough Decisions in an Agile World
- Burnout and the Effect on Ethics
- Yellow Book Ethics
- Behavioral Ethics
- AICPA Regulatory Ethics
Your training could be free! NECPAs is a recognized provider through the Massachusetts Workforce Training Express Fund. Visit necpas.org/workforce to learn more.
Your training could be FREE!
If you are a Massachusetts based company, your upcoming CPE with NECPAs could be FREE, thanks to the Massachusetts Workforce Training Express Fund, which provides resources to Massachusetts businesses to fund training for employees.
Effective April 1, 2026, Massachusetts began accepting applications with the following eligibility guidelines for the Workforce Training Express Fund:
- Maximum reimbursement of $15,000 per organization per calendar year
- $3,000 cap per employee per course
- Organizations with fewer than 100 employees can be reimbursed for 100% of training costs (employers with 51–100 employees were previously capped at 50%)
- The maximum General Program training grant award has increased from $125,000 to $200,000
NECPAs is a recognized training provider! This means all seminars, conferences and Customized Team Trainings qualify for reimbursement, if you are a Massachusetts business. Please note: webinars and on-demand programs do not qualify under this program. Visit our website to browse the full list of offerings or contact Tyler Dion at tdion@necpas.org with any questions.
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