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Continuous Learning Curriculum

We want YOU to succeed! LB Carlson cares about your career development and is committed to providing opportunities and resources to support your goals. This is not a one size fits all program. Our multifaceted approach will grow with you and provide you with a Continuous Learning Curriculum.

You will proactively PLAN your future development with an
Individual Learning Plan (ILP). We encourage you to be actively involved in this process. Long-term goals and aspirations should be contemplated when developing your ILP. Mentors will be a key resource to assist you.

It’s your future – let’s PLAN for success!

STAFF MEETINGS

January 2017 – Depreciation, Henley/Gerdes (2)

May 2017 – Accounting for Inventory, Ostergren/Reineck/Wills (2)

June 2017 – Research Capabilities, Checkpoint (2)

July 2017 – Company Tour (1)

August 2017 – Entity Selection, Johnson/Coon (2)

September 2017 – Elder Care/Social Security, Niznik/Hansen (2)

October 2017 – Complex Estate Planning, Kray/Younkers/Bistodeau (2)

November 2017 – Research & Development, Woodrich/Janni (2)

December 2017 – Strategic Planning, Riesgraf/Loch (2)

OUTSIDE CUSTOMIZED PROGRAMS

Specific training geared toward your level (see below)

QUARTERLY
LUNCH & LEARNS

Succession Planning – January 18, 2017 (1)

Client Relationships – May 17, 2017 (1)

SOC 2 – September 13, 2017

Community Involvement – December 13, 2017 (1)

INTERNAL WORKSHOPS

Quarterly – CPA Prep Roundtable, Schlitter (4+)

July 2017 – Carlson Communication Series, Polfliet (6)

October 2017 – Attest Bootcamp, Loch (4)

November 2017 – Special Forces Tax Training (4)

METRO FIRM GROUP SESSIONS

Advanced Partnership Training – January 2016 (8)

Ethics for CPAs – June 2017 (4)

Accounting & Auditing Update – November 2017 (8)

Tax Advisors Update – December 2017 (8)

PERSONAL DEVELOPMENT PROGRAMS

Upstream Academy Business Development Series (8)

Emerging Leader Academy

Internal Mentor Program


STAFF 1-2 YEARS

  • Accounting and Attest Skills Training (8 modules, 3 credits each)
    • Level 1 – Basic audit concepts, cash and cash equivalents, IC fundamentals, documentation, professional skepticism (24.0)
    • Level 2 – A/R, PP&E, basic inventory and observations, A/P, accrued expenses and debt, analytical procedures , sampling, and financial statement fundamentals (24.0)
    • Level 3 – Assessing fraud risk, identifying and evaluating audit risk, internal control testing for operating effectiveness, common investments, revenue recognition, substantive analytic procedures, financial reporting complex issues (24.0)
  • Tax Compliance Training/Workshop (one per year):
    • Hands-On 1040 Individual Workshop (8.0)
    • Hands-On Pass-Through Workshop (8.0)
  • Personal Development Custom Selection, approved by mentor (2.0)
  • Consulting Custom Selection, approved by mentor (2.0)

SENIOR STAFF

  • Accounting and Attest Skills Training (8 modules, 3 credits each)
    • Level 4 – Reviewing responsibilities, assessing risk for higher quality audits, internal control advanced concepts, estimates, maximizing analytical procedure audit evidence, FASB codification, engagement management (24.0)
    • Level 5 – Communicating internal control deficiencies, complex investment types, impairment of long-lived assets, contingencies and going concern, modified audit reports, regulatory reporting, coaching staff (24.0)
  • Tax Training/Workshop(one per year):
    • Intermediate Core Tax Issues (8.0)
    • Custom Selection, approved by mentor (8.0)
  • Personal Development
    • Custom Selection, approved by mentor (2.0)
    • Surgent Webinar – Business Writing: Master Organization and Email Communication (2.0)
  • Consulting Custom Selection(s), approved by mentor (2.0)

SUPERVISOR

  • Accounting and Attest Skills Training (4 modules, 3 credits each)
    • Level 6 – Avoiding deficient audits, value added internal control communication, adapting to personality styles (12.0)
    • Level 7 – Art of discipline, making rain, critical performance measures, balanced leader-manager (12.0)
  • Tax Training, advanced specific tax topic based on need or path chosen
    • MNCPA Annual Tax Conference (16.0)
    • Custom Selection, approved by mentor (8.0)
  • Personal Development
    • Custom Selection, approved by mentor (2.0)
    • Lead/teach/present staff meeting or seminar (6.0)
  • Consulting Custom Selection(s), approved by mentor (8.0)

*** Firm will support MBT degree for approved, qualified candidates.