July 2022

• Business Advisory Fundamentals
• 07/21/2022
• Basic Level
• Audience: Business Advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset

May 2022

• LP1: Leading Engagements (Mid-Atlantic Consortium) - Hagerstown, MD - May 18-19, 2022
• 05/18/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• ASD C: Experienced In-Charge Training (Level Four - Mid-Atlantic Consortium) - Hagerstown, MD - May 18-20, 2022
• 05/18/2022
• Intermediate Level
• Audience: Individuals who have had in-charge responsibility on engagements, including the responsibility of supervising and evaluating the work of others (typically individuals with a minimum of three years experience

• AG Conference Call: Marketing Community - Monthly
• 05/18/2022
• Basic Level
• Audience: Marketing Community

• Whittlesey - May 2022 Audit Update
• 05/19/2022
• Update Level
• Audience: All Professionals in the Audit Practice

• SEK - Spring 2022 Governmental A&A
• 05/23/2022
• Update Level
• Audience: Audit Staff - Member Level

• AG Communities Call: HubSpot Mastermind Group
• 05/23/2022
• Basic Level
• Audience: Marketers of all levels

• TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Virtual - May 23-27, 2022
• 05/23/2022
• Intermediate Level
• Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor

• AG Community Conference Call: Business Development
• 05/23/2022
• Basic Level
• Audience: Marketing Community

• An Accounting Marketer's Guide to Facebook Advertising
• 05/24/2022
• Basic Level
• Audience: Partners, marketers, and business developers responsible for the firm's growth

• Test
• 05/24/2022
• Basic Level
• Audience: Partners, marketers, and business developers responsible for the firm's growth

• Mujeres empresarias/exitosas, venciendo a tu peor enemigo
• 05/24/2022
• Basic Level
• Audience: Todas las mujeres de las firmas miembro de Allinial Global

• AG Conference Call: Digital Marketers
• 05/25/2022
• Basic Level
• Audience: Marketing Community

• Whittlesey - Tax Monthly Meeting – May 2022
• 05/31/2022
• Update Level
• Audience: Internal Tax Professionals

June 2022

• ASD A: Executing Audit Engagements (Level Two - Mid-Atlantic Consortium) - Hagerstown, MD - June 1-3, 2022
• 06/01/2022
• Basic Level
• Audience: Individuals who have experienced at least one (but not more than one) audit busy season and who are ready to to take on the responsibility of completing major audit sections; attendees typically have five to twelve months of audit experience

• CANCELLED AG - LP5 #1 ('22-'23) Experienced Partner Leadership: San Diego, CA June 6-7, 2022
• 06/06/2022
• Advanced Level
• Audience: Experienced partners, owners, and shareholders

• AST: Accounting Services Training (Senior) - Virtual - June 6-10, 2022
• 06/06/2022
• Basic Level
• Audience: Ideal for practitioners serving nonprofit organizations

• Steps to Scaling a Business Advisory Service Line
• 06/06/2022
• Basic Level
• Audience: Managing Partners and firm leaders looking at strategies to scale business advisory services

• LP5 #3 ('19-'22) Experienced Partner Leadership - San Diego, CA - June 8-9, 2022
• 06/08/2022
• Advanced Level
• Audience: Experienced partners, owners, and shareholders

• TSD A: Business & Intermediate Individual Taxation (Level Two) - Virtual - June 13-17, 2022
• 06/13/2022
• Intermediate Level
• Audience: Staff tax preparers

• LP1: Leading Engagements - Atlanta, GA - June 14-15, 2022 (Part 1 of 2)
• 06/14/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• LP4 #1 ('22-23): Program for Emerging Leaders - Chicago - June 14-16, 2022
• 06/14/2022
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• LP3 #3 ('20-'22): Leading Through Managing - Vegas - June 15-16, 2022
• 06/15/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• LP4 #2: ('21-'23) Program for Emerging Leaders - Park City, UT - June 21-23, 2022
• 06/21/2022
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• TSD C: Advanced Business, Individual, & Fiduciary Taxation (Level Four) - Virtual - June 21-24, 2022
• 06/21/2022
• Advanced Level
• Audience: Individuals with four or more years of tax experience

• ASC 842: What Clients Need to Know to Adopt the New Leasing Standard
• 06/21/2022
• Basic Level
• Audience: Accountants and auditors who want an update on current ASC 842 topics

• LP2: Leading People - Chicago - June 22-24, 2022
• 06/22/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• Whittlesey - Tax Monthly Meeting – June 2022
• 06/28/2022
• Update Level
• Audience: Internal Tax Professionals

• LP3 #2 ('21-'22): Leading Through Managing - Dallas, TX - June 29-30, 2022
• 06/29/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• LP1: Leading Engagements - Virtual, June 29, 2022 (Part 2 of June 14, 2022 Class)
• 06/29/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

July 2022

• TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - July 11-13, 2022
• 07/11/2022
• Intermediate Level
• Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor

• Whittlesey - July 2022 Audit Update
• 07/21/2022
• Update Level
• Audience: All Professionals in the Audit Practice

• Ciberseguridad - Consejos y buenas prácticas para la vida digital
• 07/21/2022
• Basic Level
• Audience: All LATAM Members

• Business Advisory Fundamentals
• 07/21/2022
• Basic Level
• Audience: Business Advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset

• ASD A: Executing Audit Engagements (Level Two) - Washington, DC - July 25-27, 2022
• 07/25/2022
• Basic Level
• Audience: Individuals who have experienced at least one (but not more than one) audit busy season and who are ready to to take on the responsibility of completing major audit sections; attendees typically have five to twelve months of audit experience

• AST: Accounting Services Training (Staff) - Virtual - July 25-29, 2022
• 07/25/2022
• Basic Level
• Audience: Ideal for practitioners serving nonprofit organizations

• Whittlesey - Tax Monthly Meeting – July 2022
• 07/26/2022
• Update Level
• Audience: Internal Tax Professionals

• ASD C: Experienced In-Charge Training (Level Four) - Las Vegas - July 27-29, 2022
• 07/27/2022
• Intermediate Level
• Audience: Individuals who have had in-charge responsibility on engagements, including the responsibility of supervising and evaluating the work of others (typically individuals with a minimum of three years experience

August 2022

• TSD Boot Camp: LLC and Partnership Tax - Las Vegas - August 2-3, 2022
• 08/02/2022
• Advanced Level
• Audience: Designed for seniors and managers; not partner/director level

• ASD B: Beginning In-Charge Training (Level Three) - Vegas - August 3-5, 2022
• 08/03/2022
• Intermediate Level
• Audience: Individuals who are newly promoted to the in-charge or senior role or who are moving toward such a role (typically individuals with two years of audit experience or two audit busy seasons) and who will be asked to supervise staff

• TSD Boot Camp: Estates, Gifts, and Trusts - Las Vegas - August 4-5, 2022
• 08/04/2022
• Intermediate Level
• Audience: Designed for seniors and managers; not partner/director level

• ASD C: Experienced In-Charge Training (Level Four) - Virtual - August 8-12, 2022
• 08/08/2022
• Intermediate Level
• Audience: Individuals who have had in-charge responsibility on engagements, including the responsibility of supervising and evaluating the work of others (typically individuals with a minimum of three years experience

• Consolidations: Current Rules and Potential Changes
• 08/09/2022
• Basic Level
• Audience: Accountants and auditors who want an update on current and future consolidation topics

• TSD A: Business & Intermediate Individual Taxation (Level Two) - Location TBD - August 15-17, 2022
• 08/15/2022
• Intermediate Level
• Audience: Staff tax preparers

• LP2: Leading People - Virtual - August 15-19, 2022
• 08/15/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• ASD A: Executing Audit Engagements (Level Two) - Vegas - August 17-19, 2022
• 08/17/2022
• Basic Level
• Audience: Individuals who have experienced at least one (but not more than one) audit busy season and who are ready to to take on the responsibility of completing major audit sections; attendees typically have five to twelve months of audit experience

• LP3 #3 ('21-'22 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - August 22-23, 2022
• 08/22/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• LP3 #1 ('22-'23 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - August 24-25, 2022
• 08/24/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• Whittlesey - Tax Monthly Meeting – August 2022
• 08/30/2022
• Update Level
• Audience: Internal Tax Professionals

• ASC 842: Transition to the New Lease Standard
• 08/30/2022
• Basic Level
• Audience: Accountants and auditors who want an update on current and future ASC 842 standards

September 2022

• Materiality: Thinking from an Accounting Perspective
• 09/13/2022
• Basic Level
• Audience: Accountants and auditors who want an update on current and future materiality topics

• Client Advisory Services (CAS) Roadmap Workshop
• 09/14/2022
• Basic Level
• Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.

• Whittlesey - September 2022 Audit Update
• 09/15/2022
• Update Level
• Audience: All Professionals in the Audit Practice

• Client Advisory Services (CAS) Roadmap Workshop
• 09/21/2022
• Basic Level
• Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.

• Whittlesey - Tax Monthly Meeting – September 2022
• 09/27/2022
• Update Level
• Audience: Internal Tax Professionals

October 2022

• LP3 #1 ('22-'24): Leading Through Managing - Clearwater, FL - October 11-12, 2022
• 10/11/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• ASC 842: Other Things They Don't Tell You about ASC 842
• 10/18/2022
• Basic Level
• Audience: Accountants and auditors who want an update on aspects of the new lease guidance that will affect companies well after adoption of ASC 842.

• ASD B: Beginning In-Charge Training (Level Three) - Dallas, TX - October 19-21, 2022
• 10/19/2022
• Intermediate Level
• Audience: Individuals who are newly promoted to the in-charge or senior role or who are moving toward such a role (typically individuals with two years of audit experience or two audit busy seasons) and who will be asked to supervise staff

• LP6 #1: ('22-'23) Program for Strategic Firm Leadership
• 10/24/2022
• Advanced Level
• Audience: Individuals who either have or anticipate having a specific executive leadership role, including managing partners, executive committee members, operations officers, and office in-charge partners

• Whittlesey - Tax Monthly Meeting – October 2022
• 10/25/2022
• Update Level
• Audience: Internal Tax Professionals

• TSD A: Business & Intermediate Individual Taxation (Level Two) - Las Vegas - October 26-28, 2022
• 10/26/2022
• Intermediate Level
• Audience: Staff tax preparers

November 2022

• LP2: Leading People - Orlando, FL - November 2-4, 2022
• 11/02/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Las Vegas - November 2-4, 2022
• 11/02/2022
• Intermediate Level
• Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor

• ASD A: Executing Audit Engagements (Level Two) - Virtual - November 7-11, 2022
• 11/07/2022
• Basic Level
• Audience: Individuals who have experienced at least one (but not more than one) audit busy season and who are ready to to take on the responsibility of completing major audit sections; attendees typically have five to twelve months of audit experience

• LP1: Leading Engagements - Dallas, TX - November 8-9, 2022 (Part 1 of 2)
• 11/08/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• LP4 #3: ('21-'23) Program for Emerging Leaders - Nashville, TN - November 8-10, 2022
• 11/08/2022
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• LP3 #3 ('21-'22): Leading Through Managing - Nashville, TN - November 9-10, 2022
• 11/09/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• TSD C: Advanced Business, Individual, & Fiduciary Taxation (Level Four), Dallas, TX - November 9-11, 2022
• 11/09/2022
• Advanced Level
• Audience: Individuals with four or more years of tax experience

• LP4 #2 ('22-23): Program for Emerging Leaders - San Diego, CA - November 15-17, 2022
• 11/15/2022
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• Whittlesey - November 2022 Audit Update
• 11/17/2022
• Update Level
• Audience: All Professionals in the Audit Practice

• Whittlesey - Tax Monthly Meeting – November 2022
• 11/29/2022
• Update Level
• Audience: Internal Tax Professionals

• LP3 #4 ('20-'22): Leading Through Managing - Clearwater, FL - November 30 - December 1, 2022
• 11/30/2022
• Intermediate Level
• Audience: Individuals with at least 6 years experience or seasoned managers or team leaders with experience on client-serving teams or internal firm projects

• LP1: Leading Engagements - Virtual - November 30 - December 2, 2022 (Part 1 of 2)
• 11/30/2022
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

December 2022

• LP3 #2 ('22-'23 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - December 7-8, 2022
• 12/07/2022
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• FASB Update: GAAP for Private Companies in 2022
• 12/13/2022
• Basic Level
• Audience: Accountants and auditors who want an update on current and future FASB standards

• Whittlesey - Tax Monthly Meeting - December 2022
• 12/27/2022
• Update Level
• Audience: Internal Tax Professionals

May 2023

• LP3 #2 ('22-'24): Leading Through Managing - Indianapolis, IN - May 16-17, 2023
• 05/16/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects