March 2023

• Whittlesey - Tax Monthly Meeting - March 2023
• 03/28/2023
• Update Level
• Audience: Internal Tax Professionals

April 2023

• Whittlesey - Tax Monthly Meeting - April 2023
• 04/25/2023
• Update Level
• Audience: Internal Tax Professionals

May 2023

• LP2: Leading People (Mid-Atlantic Consortium) - Hagerstown, MD - May 8-10, 2023
• 05/08/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• LP3 #3 ('22-'23 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - May 8-9, 2023
• 05/08/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• ASD A: Executing Audit Engagements (Level Two): Mid-Atlantic - Hagerstown, MD - May 8-10, 2023
• 05/08/2023
• 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

• ASD B: Beginning In-Charge Training (Level Three) - Virtual - May 8-12, 2023
• 05/08/2023
• 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 #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

• Contingencies and Guarantees
• 05/16/2023
• Basic Level
• Audience: Accountants and auditors who want a refresher on accounting for guarantees and contingent liabilities.

• Whittlesey - May 2023 Audit Update
• 05/18/2023
• Update Level
• Audience: All Professionals in the Audit Practice

• SEK 2023 Spring Governmental A&A
• 05/18/2023
• Update Level
• Audience: Audit Staff - Member Level

• ASD B: Beginning In-Charge Training (Level Three): Mid-Atlantic - Hagerstown, MD - May 22-24, 2023
• 05/22/2023
• 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

• TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Virtual - May 22-26, 2023
• 05/22/2023
• Intermediate Level
• Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor

• LP1: Leading Engagements (Mid-Atlantic Consortium) - Hagerstown, MD - May 23-24, 2023 (Part 1 of 2)
• 05/23/2023
• 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 - May 2023
• 05/30/2023
• Update Level
• Audience: Internal Tax Professionals

June 2023

• ASD C: Experienced In-Charge Training (Level Four): Mid-Atlantic - Hagerstown, MD - June 5-7, 2023
• 06/05/2023
• 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

• LP1: Leading Engagements (Mid-Atlantic Consortium) - Virtual - June 8, 2023 (Part 2 of May 23-24)
• 06/08/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

• LP4 #4: ('21-'23) Program for Emerging Leaders - June 12-14, 2023 - Chicago, IL
• 06/12/2023
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• TSD A: Business & Intermediate Individual Taxation (Level Two) - Virtual - June 12-16, 2023
• 06/12/2023
• Intermediate Level
• Audience: Staff tax preparers

• LP1: Leading Engagements - Atlanta, GA - June 13-14, 2023 (Part 1)
• 06/13/2023
• 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 #1 ('23-'24): Leading Through Managing - June 13-14, 2023 - San Diego, CA
• 06/13/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• Accounting for SAFEs and Other Complex Financings (In-Depth)
• 06/13/2023
• Basic Level
• Audience: Accountants and auditors who want an in-depth review of accounting for convertible securities, warrants, and other capital-raising activities

• LP2: Leading People - Chicago - June 14-16, 2023
• 06/14/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• LP6 #2: ('22-'23) Program for Strategic Firm Leadership - June 15-16, 2023 - Cambridge, MA
• 06/15/2023
• 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 C: Advanced Business, Individual, & Fiduciary Taxation (Level Four) - Virtual - June 19-23, 2023
• 06/19/2023
• Advanced Level
• Audience: Individuals with four or more years of tax experience

• Whittlesey - Tax Monthly Meeting - June 2023
• 06/27/2023
• Update Level
• Audience: Internal Tax Professionals

• LP4 #1 ('23-24): Program for Emerging Leaders - June 28-30, 2023 - San Diego, CA
• 06/28/2023
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

• LP1: Leading Engagements - Virtual - June 29, 2023 (Part 2 of June 13-14, 2023)
• 06/29/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

July 2023

• TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Alexandria, VA - July 10-12, 2023
• 07/10/2023
• Intermediate Level
• Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor

• Whittlesey - July 2023 Audit Update
• 07/20/2023
• Update Level
• Audience: All Professionals in the Audit Practice

• ASD A: Executing Audit Engagements (Level Two) - Las Vegas - July 24-26, 2023
• 07/24/2023
• 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

• Whittlesey - Tax Monthly Meeting - July 2023
• 07/25/2023
• Update Level
• Audience: Internal Tax Professionals

• ASD C: Experienced In-Charge Training (Level Four) - Dallas, TX - July 26-28, 2023
• 07/26/2023
• 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

• LP4 #3: ('22-'23) Program for Emerging Leaders - Nashville, TN - July 31-August 2, 2023
• 07/31/2023
• Advanced Level
• Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities

August 2023

• ASD B: Beginning In-Charge Training (Level Three) - Salt Lake City, UT - August 2-4, 2023
• 08/02/2023
• 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

• SEK 2023 Tax Retreat
• 08/03/2023
• Update Level
• Audience: Tax Staff & CPAs performing tax consulting

• ASD C: Experienced In-Charge Training (Level Four) - Virtual - August 7-11, 2023
• 08/07/2023
• 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

• LP2: Leading People - Virtual - August 14-18, 2023
• 08/14/2023
• Intermediate Level
• Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others

• ASD A: Executing Audit Engagements (Level Two) - Dallas, TX - August 16-18, 2023
• 08/16/2023
• 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

• LP3 #4 ('21-'23): Leading Through Managing - August 17-18, 2023 - Las Vegas, NV
• 08/17/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• LP3 #4 ('22-'23 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - August 21-22, 2023
• 08/21/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• LP3 #1 ('23-'24 Mid-Atlantic Consortium): Leading Through Managing - Hanover, MD - August 23-24, 2023
• 08/23/2023
• Intermediate Level
• Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects

• Whittlesey - Tax Monthly Meeting - August 2023
• 08/29/2023
• Update Level
• Audience: Internal Tax Professionals

September 2023

• Whittlesey - September 2023 Audit Update
• 09/21/2023
• Update Level
• Audience: All Professionals in the Audit Practice

• SEK 2023 Accounting Update
• 09/25/2023
• Update Level
• Audience: Tax and Audit Professionals

• Whittlesey - Tax Monthly Meeting - September 2023
• 09/26/2023
• Update Level
• Audience: Internal Tax Professionals

• SEK 2023 Acts Retreat
• 09/29/2023
• Update Level
• Audience: Accounting Services and Tax Staff

October 2023

• 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

• 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

• 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

• 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

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

• 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

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