December 2023

• SEK A&A Review & Comp CPE
• 12/08/2023
• Overview Level
• Audience: Staff that perform reviews and compilations

• Mind The GAAP - Recent FASB ASUs and Projects in Process
• 12/12/2023
• Basic Level
• Audience: Accountants and auditors who want an update on new standards and projects in progress.

• LP1: Leading Engagements - Virtual - December 13, 2023 (Part 2 of November 29-December 1, 2023)
• 12/13/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• AG NEXT ACTIVATE Track 1 Pilot Program: Feedback Session - December 14, 2023
• 12/14/2023
• Basic Level
• Audience: Early professionals, early career, individual contributors

• LP3 #2 ('23-'24 Mid-Atlantic Consortium): Leading Through Managing - Linthicum Heights, MD - December 18-19, 2023
• 12/18/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

January 2024

• SEK 2024 Tax Level 1
• 01/04/2024
• Basic Level
• Audience: New staff or those who desire to prepare individual returns

• SEK 2024 Tax Level 2
• 01/08/2024
• Basic Level
• Audience: New staff and paraprofessionals involved in return preparation

• Mind The GAAP - An Introduction to ASC 860: Factoring and Other Transfers of Financial Assets
• 01/09/2024
• Advanced Level
• Audience: Accountants and auditors who want to learn more about factoring and other financial asset transfers.

• Lead and Inspire Inclusion
• 01/17/2024
• Basic Level
• Audience: Partners, HR professionals, marketing professionals, and leaders from all departments

• Understanding Partnership Taxation: The Next Level - Part 1 - January 23, 2024
• 01/23/2024
• Intermediate Level
• Audience: Tax and financial advisors who regularly deal with partnerships and partners

• Understanding Partnership Taxation: The Next Level - Part 2 - January 24, 2024
• 01/24/2024
• Intermediate Level
• Audience: Tax and financial advisors who regularly deal with partnerships and partners

• Winning Strategies for ESG Practices
• 01/25/2024
• Basic Level
• Audience: This event is ideal for professionals in accounting, finance, risk management, and business management who want to enhance their knowledge of ESG practices and their application for accounting firms.

• Understanding Real Estate Taxation - January 29, 2024
• 01/29/2024
• Intermediate Level
• Audience: Tax and financial advisors who have clients who own rental real estate

• Understanding S-Corporation Taxation: The Next Level Part 1 - January 31, 2024
• 01/31/2024
• Intermediate Level
• Audience: Tax and financial advisors who regularly deal with S-Corporations and S-Corporation Shareholders

February 2024

• Understanding S-Corporation Taxation: The Next Level Part 2 - February 1, 2024
• 02/01/2024
• Intermediate Level
• Audience: Tax and financial advisors who regularly deal with S-Corporations and S-Corporation Shareholders

May 2024

• ASD A: Executing Audit Engagements (Level Two) - Mid-Atlantic Consortium - Hagerstown, MD - May 6-8, 2024
• 05/06/2024
• 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 #4 ('22-'24): Leading Through Managing - May 8-9, 2024 - Denver, CO
• 05/08/2024
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• ASD B: Beginning In-Charge Training (Level Three) - Mid-Atlantic Consortium - Hagerstown, MD - May 15-17, 2024
• 05/15/2024
• 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

• ASD C: Experienced In-Charge Training (Level Four) - Mid- Atlantic Consortium - Hagerstown, MD - May 20-22, 2024
• 05/20/2024
• 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