Events and Education

Events

Education

June 2024

  • TSD C: Advanced Business, Individual, & Fiduciary Taxation (Level Four) - Kirkland, WA - June 3-5, 2024
  • 06/03/2024
  • Advanced Level
  • Audience: Individuals with four or more years of tax experience
  • LP3 #3 ('23-'24): Leading Through Managing - Indianapolis, IN - June 10-11, 2024
  • 06/10/2024
  • 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) - Memphis, TN - June 10-12, 2024
  • 06/10/2024
  • 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
  • Navigate 2024 - EQ, Settings Expectations, and Feedback - Chicago, IL - June 12-13, 2024
  • 06/12/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Accelerate 2024 - Assessments - June 18, 2024
  • 06/18/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Activate 2024 – The Listener's Advantage – June 20, 2024
  • 06/20/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • ASD A: Executing Audit Engagements (Level Two) - Salt Lake City, UT - June 24-26, 2024
  • 06/24/2024
  • 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

July 2024

  • Accelerate 2024 - Strategic Communication as a Future Ready Leader - Chicago, IL - July 10-11, 2024
  • 07/10/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Leading with EQ and PQ - July 17, 2024
  • 07/17/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – Decoding Complexity – July 18, 2024
  • 07/18/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • LP4 #3 ('23-'24): Program for Emerging Leaders - Denver, CO - July 31-August 2, 2024
  • 07/31/2024
  • Advanced Level
  • Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

August 2024

  • ASD C: Experienced In-Charge Training (Level Four) - Chicago, IL - August 12-14, 2024
  • 08/12/2024
  • 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
  • Accelerate 2024 - MP Ask Me Anything - August 13, 2024
  • 08/13/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Risk Taking and Adaptability - August 14, 2024
  • 08/14/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – Beyond Surviving, Thriving Under Pressure – August 15, 2024
  • 08/15/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • LP3 #4 ('23-'24 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - August 19-20, 2024
  • 08/19/2024
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

September 2024

  • Activate 2024 – The Art of Time Value – September 19, 2024
  • 09/19/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • Accelerate 2024 - MP Ask Me Anything - September 24, 2024
  • 09/24/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - AMA with Firm Leadership Panel - September 25, 2024
  • 09/25/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.

October 2024

  • Activate 2024 – Aligning Passion with Profession: A Journey to Discovering Purpose in Your Work – October 17, 2024
  • 10/17/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • LP3 #4 ('23-'24): Leading Through Managing - Forth Worth, TX - October 21-22, 2024
  • 10/21/2024
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • Navigate 2024 - Coaching, Motivating, and Empowering Others - Fort Worth, TX - October 23-24, 2024
  • 10/23/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - October 28-30, 2024
  • 10/28/2024
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • Accelerate 2024 - Cultural & Diversity Intelligence - Phoenix, AZ - October 28-29, 2024
  • 10/28/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

November 2024

  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - November 5-7, 2024
  • 11/05/2024
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • TSD A: Business & Intermediate Individual Taxation (Level Two) - San Antonio, TX - November 6-8, 2024
  • 11/07/2024
  • Intermediate Level
  • Audience: Staff tax preparers
  • Accelerate 2024 - Accelerate 2024 Garnering Buy In - November 19, 2024
  • 11/19/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Social Influence - November 20, 2024
  • 11/20/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – The Behaviors of an Inclusive Team – November 21, 2024
  • 11/21/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.

December 2024

  • LP4 #4 ('23-'24): Program for Emerging Leaders - Atlanta, GA - December 4-6, 2024
  • 12/04/2024
  • Advanced Level
  • Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities
  • Accelerate 2024 - Review and Next Steps - December 17, 2024
  • 12/17/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Review and Next Steps - December 18, 2024
  • 12/18/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – Review and Next Steps – December 19, 2024
  • 12/19/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.

No Educational events currently planned.

No Educational events currently planned.

May 2024

  • TEST Event for TEST Course for SR-845
  • 05/21/2024
  • Basic Level
  • Audience: Nobody - Test course only
  • Deep Dive into State Apportionment and Unitary Business Issues
  • 05/21/2024
  • Intermediate Level
  • Audience: US All Partners;US State and Local Taxation Issues (SALT);US Tax;
  • US Employee Benefit Plans Roundtable - Post Conference
  • 05/29/2024
  • Intermediate Level
  • Audience: Employee Benefits Plans associates.

June 2024

  • SEK Dame Leadership Program
  • 06/03/2024
  • Basic Level
  • Audience: Members of SEK
  • TSD C: Advanced Business, Individual, & Fiduciary Taxation (Level Four) - Kirkland, WA - June 3-5, 2024
  • 06/03/2024
  • Advanced Level
  • Audience: Individuals with four or more years of tax experience
  • SEK 2024 Spring Governmental A&A
  • 06/04/2024
  • Update Level
  • Audience: Audit Staff - Member Level
  • Cybersecurity Strategy, Managerial Perspective
  • 06/05/2024
  • Intermediate Level
  • Audience: The webinar will not be technical. Senior management, process owners, and leaders in cybersecurity management are welcome.
  • Take Action: How to Manage Stress and Energy with Nutrition and Wellness
  • 06/05/2024
  • Basic Level
  • Audience: Women in leadership positions and those aspiring to such roles will reap the rewards of this webinar by acquiring valuable insights and tools to effectively manage their stress and energy levels through nutrition and wellness practices.
  • LP3 #3 ('23-'24): Leading Through Managing - Indianapolis, IN - June 10-11, 2024
  • 06/10/2024
  • 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) - Memphis, TN - June 10-12, 2024
  • 06/10/2024
  • 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
  • Mind The GAAP - Common Errors in Preparing a Cash Flow Statement
  • 06/11/2024
  • Basic Level
  • Audience: Accountants and auditors who need a refresher on preparing a cash flow statement.
  • Navigate 2024 - EQ, Settings Expectations, and Feedback - Chicago, IL - June 12-13, 2024
  • 06/12/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • SEK Dame Leadership Program
  • 06/13/2024
  • Basic Level
  • Audience: Members of SEK
  • El Proceso de Valoración de Riesgos de la Firma
  • 06/13/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • Accelerate 2024 - Assessments - June 18, 2024
  • 06/18/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Activate 2024 – The Listener's Advantage – June 20, 2024
  • 06/20/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • ASD A: Executing Audit Engagements (Level Two) - Salt Lake City, UT - June 24-26, 2024
  • 06/24/2024
  • 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

July 2024

  • SEK Dame Leadership Program
  • 07/09/2024
  • Basic Level
  • Audience: Members of SEK
  • Mind The GAAP - A Lookback at ASC 842 (Leases) and ASC 326 (CECL) (In-Depth)
  • 07/09/2024
  • Basic Level
  • Audience: Accountants and auditors who need a refresher on leasing and CECL adoption issues.
  • Accelerate 2024 - Strategic Communication as a Future Ready Leader - Chicago, IL - July 10-11, 2024
  • 07/10/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Gobierno y liderazgo
  • 07/11/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • Navigate 2024 - Leading with EQ and PQ - July 17, 2024
  • 07/17/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • SEK Dame Leadership Program
  • 07/18/2024
  • Basic Level
  • Audience: Members of SEK
  • Activate 2024 – Decoding Complexity – July 18, 2024
  • 07/18/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • LP4 #3 ('23-'24): Program for Emerging Leaders - Denver, CO - July 31-August 2, 2024
  • 07/31/2024
  • Advanced Level
  • Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

August 2024

  • SEK 2024 Tax Retreat
  • 08/01/2024
  • Update Level
  • Audience: Tax Staff & CPAs performing tax consulting
  • SEK Dame Leadership Program
  • 08/06/2024
  • Basic Level
  • Audience: Members of SEK
  • Requerimientos ética aplicables
  • 08/08/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • SEK Dame Leadership Program
  • 08/10/2024
  • Basic Level
  • Audience: Members of SEK
  • SEK Dame Leadership Program
  • 08/12/2024
  • Basic Level
  • Audience: Members of SEK
  • ASD C: Experienced In-Charge Training (Level Four) - Chicago, IL - August 12-14, 2024
  • 08/12/2024
  • 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
  • Accelerate 2024 - MP Ask Me Anything - August 13, 2024
  • 08/13/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Risk Taking and Adaptability - August 14, 2024
  • 08/14/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – Beyond Surviving, Thriving Under Pressure – August 15, 2024
  • 08/15/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • LP3 #4 ('23-'24 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - August 19-20, 2024
  • 08/19/2024
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

September 2024

  • SEK Dame Leadership Program
  • 09/10/2024
  • Basic Level
  • Audience: Members of SEK
  • Annual A&A Update
  • 09/11/2024
  • Update Level
  • Audience: A&A Professionals
  • Mind The GAAP - Debt Modifications
  • 09/17/2024
  • Basic Level
  • Audience: Accountants and auditors who need a refresher on debt modification issues.
  • SEK Dame Leadership Program
  • 09/19/2024
  • Basic Level
  • Audience: Members of SEK
  • Activate 2024 – The Art of Time Value – September 19, 2024
  • 09/19/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • SEK 2024 Accounting Update
  • 09/24/2024
  • Update Level
  • Audience: Tax and Audit Professionals
  • Accelerate 2024 - MP Ask Me Anything - September 24, 2024
  • 09/24/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - AMA with Firm Leadership Panel - September 25, 2024
  • 09/25/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.

October 2024

  • Aplicables y aceptación y continuidad con clientes y de encargos en específico
  • 10/03/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • SEK 2024 Acts Retreat
  • 10/04/2024
  • Update Level
  • Audience: Accounting Services and Tax Staff
  • SEK Dame Leadership Program
  • 10/15/2024
  • Basic Level
  • Audience: Members of SEK
  • SEK 2024 Tax Consortium
  • 10/17/2024
  • Update Level
  • Audience: Tax Professionals & CPAs
  • Activate 2024 – Aligning Passion with Profession: A Journey to Discovering Purpose in Your Work – October 17, 2024
  • 10/17/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • LP3 #4 ('23-'24): Leading Through Managing - Forth Worth, TX - October 21-22, 2024
  • 10/21/2024
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • Mind The GAAP - Accounting for Profits Interests (In-Depth)
  • 10/22/2024
  • Basic Level
  • Audience: Accountants and auditors who need a refresher on accounting for profits interests
  • Navigate 2024 - Coaching, Motivating, and Empowering Others - Fort Worth, TX - October 23-24, 2024
  • 10/23/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • SEK Dame Leadership Program
  • 10/24/2024
  • Basic Level
  • Audience: Members of SEK
  • Realización de los Encargos
  • 10/24/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - October 28-30, 2024
  • 10/28/2024
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • Accelerate 2024 - Cultural & Diversity Intelligence - Phoenix, AZ - October 28-29, 2024
  • 10/28/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

November 2024

  • SEK Dame Leadership Program
  • 11/05/2024
  • Basic Level
  • Audience: Members of SEK
  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - November 5-7, 2024
  • 11/05/2024
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • TSD A: Business & Intermediate Individual Taxation (Level Two) - San Antonio, TX - November 6-8, 2024
  • 11/07/2024
  • Intermediate Level
  • Audience: Staff tax preparers
  • SEK 2024 Audit Retreat
  • 11/08/2024
  • Update Level
  • Audience: Audit Professionals
  • SEK Dame Leadership Program
  • 11/14/2024
  • Basic Level
  • Audience: Members of SEK
  • Recursos Humanos
  • 11/14/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • Accelerate 2024 - Accelerate 2024 Garnering Buy In - November 19, 2024
  • 11/19/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Social Influence - November 20, 2024
  • 11/20/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – The Behaviors of an Inclusive Team – November 21, 2024
  • 11/21/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.
  • SEK 2024 Tax Advisors Update
  • 11/25/2024
  • Update Level
  • Audience: All Tax Staff
  • SEK 2024 Fall Governmental A&A
  • 11/26/2024
  • Update Level
  • Audience: Governmental & Not-For-Profit Audit Professionals
  • Información y comunicación
  • 11/28/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain

December 2024

  • SEK Dame Leadership Program
  • 12/03/2024
  • Basic Level
  • Audience: Members of SEK
  • LP4 #4 ('23-'24): Program for Emerging Leaders - Atlanta, GA - December 4-6, 2024
  • 12/04/2024
  • Advanced Level
  • Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities
  • Mind The GAAP - Revisiting Revenue Recognition (In-Depth)
  • 12/10/2024
  • Basic Level
  • Audience: Accountants and auditors who need a deeper understanding of the revenue recognition process
  • El proceso de seguimiento y corrección
  • 12/11/2024
  • Basic Level
  • Audience: LATAM Community and members in Spain
  • SEK Dame Leadership Program
  • 12/12/2024
  • Basic Level
  • Audience: Members of SEK
  • SEK 2024 A&A Review & Comp CPE
  • 12/13/2024
  • Overview Level
  • Audience: Staff that perform reviews and compilations
  • Accelerate 2024 - Review and Next Steps - December 17, 2024
  • 12/17/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Navigate 2024 - Review and Next Steps - December 18, 2024
  • 12/18/2024
  • Intermediate Level
  • Audience: Leaders of projects, leaders of teams across the organization, front line and mid level managers, partner track candidates.
  • Activate 2024 – Review and Next Steps – December 19, 2024
  • 12/19/2024
  • Basic Level
  • Audience: Early professionals, individual contributors, and anyone who has never had formal leadership development.