Events and Education

Events

Education

August 2022

  • 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
  • Lessons from High-Growth Firms: Driving Dramatic Growth and Profitability in the New Normal
  • 08/24/2022
  • Basic Level
  • Audience: Business development and marketing staff and partners
  • 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

  • (Americas) Masterclass Series: Using revenue models to win and serve “A” Clients
  • 09/02/2022
  • Basic Level
  • Audience: Managing partners and firm leaders looking to scale business advisory services
  • USMCA and the Facilitation of International Trade as an Alternative for North America
  • 09/07/2022
  • Basic Level
  • Audience: Allinial Global members and their clients
  • 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 (Part 1)
  • 09/14/2022
  • Basic Level
  • Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.
  • FERNANDEZ SECCO & ASOCIADOS - Investing in Uruguay
  • 09/21/2022
  • Basic Level
  • Audience: Entrepreneurs and investors or consulting and outsourcing firms interested in investing and developing their businesses in new markets, as well as those interested in improving tax efficiency for themselves or clients
  • Client Advisory Services (CAS) Roadmap Workshop (Part 2)
  • 09/21/2022
  • Basic Level
  • Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.
  • (Americas) Masterclass Series: Using revenue models to win and serve “A” Clients – How to facilitate a Model Session in Detail
  • 09/23/2022
  • Basic Level
  • Audience: Business advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset
  • How to Build a Stronger IT Security Solution
  • 09/29/2022
  • Basic Level
  • Audience: Partners, IT Decision Makers, CEOs, COO, CIOs, Firm Administrators, IT Directors, IT Managers, Office Managers

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 - Nashville, TN - October 25-26, 2022
  • 10/25/2022
  • 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 - Clearwater, 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

January 2023

  • Revenue Reminders: Key Challenges in Applying ASC 606 at Private Companies
  • 01/10/2023
  • Basic Level
  • Audience: Accountants and auditors who want an update on applying ASC 606

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

September 2022

  • (EMEIA) Masterclass Series: Using revenue models to win and serve “A” Clients
  • 09/01/2022
  • Basic Level
  • Audience: Managing partners and firm leaders looking to scale business advisory services
  • (EMEIA) Masterclass Series: Using revenue models to win and serve “A” Clients – How to facilitate a Model Session in Detail
  • 09/22/2022
  • Basic Level
  • Audience: Business advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset

August 2022

  • (APAC) Masterclass Series: Using revenue models to win and serve “A” Clients – Why Models are so Effective
  • 08/31/2022
  • Basic Level
  • Audience: Managing partners and firm leaders looking to scale business advisory services

September 2022

  • (APAC) Masterclass Series: Using revenue models to win and serve “A” Clients – How to facilitate a Model Session in Detail
  • 09/21/2022
  • Basic Level
  • Audience: Business advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset

August 2022

  • 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
  • Lessons from High-Growth Firms: Driving Dramatic Growth and Profitability in the New Normal
  • 08/24/2022
  • Basic Level
  • Audience: Business development and marketing staff and partners
  • SEK Tax Talk Thursdays - Partner & Shareholder Basis
  • 08/25/2022
  • Basic Level
  • Audience: Tax Professionals
  • 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
  • (APAC) Masterclass Series: Using revenue models to win and serve “A” Clients – Why Models are so Effective
  • 08/31/2022
  • Basic Level
  • Audience: Managing partners and firm leaders looking to scale business advisory services

September 2022

  • (EMEIA) Masterclass Series: Using revenue models to win and serve “A” Clients
  • 09/01/2022
  • Basic Level
  • Audience: Managing partners and firm leaders looking to scale business advisory services
  • (Americas) Masterclass Series: Using revenue models to win and serve “A” Clients
  • 09/02/2022
  • Basic Level
  • Audience: Managing partners and firm leaders looking to scale business advisory services
  • USMCA and the Facilitation of International Trade as an Alternative for North America
  • 09/07/2022
  • Basic Level
  • Audience: Allinial Global members and their clients
  • 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 (Part 1)
  • 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
  • (APAC) Masterclass Series: Using revenue models to win and serve “A” Clients – How to facilitate a Model Session in Detail
  • 09/21/2022
  • Basic Level
  • Audience: Business advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset
  • FERNANDEZ SECCO & ASOCIADOS - Investing in Uruguay
  • 09/21/2022
  • Basic Level
  • Audience: Entrepreneurs and investors or consulting and outsourcing firms interested in investing and developing their businesses in new markets, as well as those interested in improving tax efficiency for themselves or clients
  • Client Advisory Services (CAS) Roadmap Workshop (Part 2)
  • 09/21/2022
  • Basic Level
  • Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.
  • Six Things Businesses Get Wrong about Attracting and Retaining Talent
  • 09/21/2022
  • Basic Level
  • Audience: Anyone responsible for attracting and retaining talent at their firms
  • (EMEIA) Masterclass Series: Using revenue models to win and serve “A” Clients – How to facilitate a Model Session in Detail
  • 09/22/2022
  • Basic Level
  • Audience: Business advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset
  • (Americas) Masterclass Series: Using revenue models to win and serve “A” Clients – How to facilitate a Model Session in Detail
  • 09/23/2022
  • Basic Level
  • Audience: Business advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset
  • SEK 2022 Accounting Update
  • 09/26/2022
  • Update Level
  • Audience: Tax and Audit Professionals
  • Whittlesey - Tax Monthly Meeting – September 2022
  • 09/27/2022
  • Update Level
  • Audience: Internal Tax Professionals
  • How to Build a Stronger IT Security Solution
  • 09/29/2022
  • Basic Level
  • Audience: Partners, IT Decision Makers, CEOs, COO, CIOs, Firm Administrators, IT Directors, IT Managers, Office Managers
  • SEK 2022 Acts Retreat
  • 09/30/2022
  • Update Level
  • Audience: Accounting Services and Tax Staff
  • Tax Experts Break Down - 2022 Tax Changes and Trends
  • 09/30/2022
  • Basic Level
  • Audience: Anyone responsible for supporting clients with their tax work

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
  • SEK 2022 Tax Consortium
  • 10/20/2022
  • Update Level
  • Audience: Tax Professionals & CPAs
  • LP6 #1: ('22-'23) Program for Strategic Firm Leadership - Nashville, TN - October 25-26, 2022
  • 10/25/2022
  • 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 - Clearwater, 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-'23): 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

January 2023

  • Revenue Reminders: Key Challenges in Applying ASC 606 at Private Companies
  • 01/10/2023
  • Basic Level
  • Audience: Accountants and auditors who want an update on applying ASC 606

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