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In-Firm Training

Customized group education that's aimed directly at the skills gap in your organization.

Make sure your team has the CPE they need

On-Site Education Options

In-firm training is convenient, cost-effective, and confidential, with a variety of available course options and topics. Courses may be tailored to your firm's experience and knowledge levels.

Talent Management With Jeremy Wortman, PhD


  • Limited to the first 10 organizations
  • 12-month plan discounted at more than 25%
  • 30 CPE hours per participant
  • Registration due July 1, 2023
  • Sign up with HRDI by emailing


Nine a la carte talent management activities bundled into one, year-long, comprehensive solution.

The practice of talent management can be overwhelming. To help manage the complexity, Dr. Jeremy Wortman of HRD Initiatives has created a 12-month talent management solutions “package.” This package is a holistic approach to help your firm better understand its culture, learn how engaged (or disengaged) your employees are, understand each person’s unique talents/personality, build better leaders, support all employees in creating a professional development plan, provide employee guidance on stress management, and build a talent management plan to attract and retain your human capital.


Employee Engagement Survey
Measures approximately 15 workplace characteristics to help define your firm’s culture and learn your organization’s strengths and areas of improvement.

Talent Management Audit
Dives into your firm’s activities related to human capital and results in a recommended action plan to help attract, engage, and retain employees.

Talent Assessment for Up to 100 Employees
Take a talent assessment to help understand your diversity of talent; firm leaders receive a talent database for one year with access to reports and coaching guides for all employees.

All-Firm Talent Assessment Feedback Session
Participants learn about their individual talent profile, how to understand others’ profiles, and receive a tailored career development guide.

Three Leadership Training Workshops
Build effective leadership skills for those who have people management responsibilities; effective leadership is the No. 1 reason employees stay or leave a firm.

Two All-Employee Training Workshops
Guide participants in the creation of their own professional development plan and how to better understand and manage their own stress; employee development is a primary driver in retention.


HRDI is the NESCPA’s strategic partner for talent management. We have created this relationship to provide our members with quality talent management solutions at a discounted rate.

Download HRDI's Talent Management Offer Flier

Technical Training With Surgent

In partnership with the Nebraska Society of CPAs, Surgent can bring its award-winning instructors right to you and your staff!

Reserve Surgent's instructors to deliver onsite training to your staff at your location and date of choice. Choose from three formats:  in-person (onsite); virtual (private webinar); or materials only.


  • Accounting & Auditing
  • Government & Not-for-Profit
  • Ethics
  • Taxation
  • Technology


  1. Browse Surgent's onsite course catalog:
  2. Contact Kelly Ebert at or (402) 476-8482. You may also contact your Surgent account manager, Kris Moretti, at or (610) 994-9626.
  3. Hand pick your courses from Surgent's vast catalog or tailor a couse specific to the learning needs of your firm.
  4. Select your dedicated instructor.
  5. Secure the date and time.

Download Surgent's Onsite Training Flier