Events and Education




Events
Education
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
- 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
- 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
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
- 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
- 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
- Ciberseguridad - Consejos y buenas prácticas para la vida digital
- 07/21/2022
- Basic Level
- Audience: All LATAM Members
- 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
- 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
- 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.
- 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.
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
- 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
- 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
- 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
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
No Educational events currently planned.
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
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