October 2023

• Navigating the New FTC Safeguards Rule
• 10/13/2023
• Intermediate Level
• Audience: Managing Partners/CEOs, Firm Technology Leaders, COOs/Firm Admin, Those Charged with Data Security

• Mind The GAAP - How to Apply CECL at Our Clients
• 10/17/2023
• Basic Level
• Audience: Accountants and auditors who would benefit from learning how private nonfinancial institution clients will be affected by ASC 326.

• ASD B: Beginning In-Charge Training (Level Three) - Dallas, TX - October 18-20, 2023
• 10/18/2023
• 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

• LP3 #3 ('22-'24): Leading Through Managing - San Diego, CA - October 18-19, 2023
• 10/18/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• SEK 2023 Tax Consortium
• 10/19/2023
• Update Level
• Audience: Tax Professionals & CPAs

• LP3 #2 ('23-'24): Leading Through Managing - October 24-25, 2023 - Clearwater, FL
• 10/24/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• LP4 #2 ('23-24): Program for Emerging Leaders - October 25-27, 2023 - Salt Lake City, UT
• 10/25/2023
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• How Employee Performance Management Has Changed: 4 Steps to Do It Right
• 10/25/2023
• Basic Level
• Audience: Everyone

• Whittlesey - October 2023 Audit Update
• 10/31/2023
• Update Level
• Audience: All Professionals in the Audit Practice

November 2023

• LP2: Leading People - Clearwater, FL - November 1-3, 2023
• 11/01/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• Identifying and Managing Your Clients' Sales and Use Tax Risk
• 11/01/2023
• Basic Level
• Audience: Individuals in the firm responsible for tax

• Ethics
• 11/03/2023
• Update Level
• Audience: All CPAs & Professional Staff

• SEK 2023 Tax Level 3
• 11/06/2023
• Intermediate Level
• Audience: Tax Professionals

• ASD A: Executing Audit Engagements (Level Two) - Virtual - November 6-10, 2023
• 11/06/2023
• 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 7-8, 2023 (Part 1)
• 11/07/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• E-Invoicing – What Is It, and What Does It Mean for the Tax Profession?
• 11/07/2023
• Basic Level
• Audience: All CPA firms who want to invoice more efficiently

• LP4 #4 ('22-23): Program for Emerging Leaders - November 8-10, 2023 - Atlanta, GA
• 11/08/2023
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - November 8-10, 2023
• 11/08/2023
• Intermediate Level
• Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor

• SEK 2023 Audit Retreat
• 11/09/2023
• Update Level
• Audience: Audit Professionals

• SEK 2023 Tax Level 4
• 11/13/2023
• Intermediate Level
• Audience: Tax Professionals

• Tax Advisors Update
• 11/20/2023
• Update Level
• Audience: All Tax Staff

• SEK Fall Governmental A&A
• 11/21/2023
• Update Level
• Audience: Governmental & Not-For-Profit Audit Professionals

• LP1: Leading Engagements - Virtual - November 21, 2023 (Part 2 of November 7-8, 2023)
• 11/21/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• Whittlesey - Tax Monthly Meeting - November 2023
• 11/28/2023
• Update Level
• Audience: Internal Tax Professionals

• LP1: Leading Engagements - Virtual - November 29-December 1, 2023
• 11/29/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• LP6 #3 ('22-23): Program for Strategic Firm Leadership - November 30-December 1, 2023 - Atlanta, GA
• 11/30/2023
• Advanced Level
• Audience: Individuals who have or anticipate having a specific executive leadership role, including managing partners or executive committee members.

December 2023

• TSD C: Advanced Business, Individual, & Fiduciary Taxation (Level Four) - Dallas, TX - December 5-7, 2023
• 12/05/2023
• Advanced Level
• Audience: Individuals with four or more years of tax experience

• Guide to Data Security, Compliance & Outsourcing for Accounting Firms
• 12/05/2023
• Basic Level
• Audience: Partners, IT Decision Makers, CEOs, COOs, CIOs, Firm Administrators, IT Directors, IT Managers, Office Managers

• How Sales Tax Impacts Mergers & Acquisitions
• 12/07/2023
• Basic Level
• Audience: Anyone in the firm responsible for tax work

• 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

• 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