Events and Education

Events

Education

December 2023

  • 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

  • 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
  • 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

No Educational events currently planned.

No Educational events currently planned.

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