Events and Education

Events

Education

May 2022

  • LP1: Leading Engagements (Mid-Atlantic Consortium) - Hagerstown, MD - May 18-19, 2022
  • 05/18/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting
  • ASD C: Experienced In-Charge Training (Level Four - Mid-Atlantic Consortium) - Hagerstown, MD - May 18-20, 2022
  • 05/18/2022
  • 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
  • AG Conference Call: Marketing Community - Monthly
  • 05/18/2022
  • Basic Level
  • Audience: Marketing Community
  • AG Communities Call: HubSpot Mastermind Group
  • 05/23/2022
  • Basic Level
  • Audience: Marketers of all levels
  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Virtual - May 23-27, 2022
  • 05/23/2022
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • AG Community Conference Call: Business Development
  • 05/23/2022
  • Basic Level
  • Audience: Marketing Community
  • Test
  • 05/24/2022
  • Basic Level
  • Audience: Partners, marketers, and business developers responsible for the firm's growth
  • Mujeres empresarias/exitosas, venciendo a tu peor enemigo
  • 05/24/2022
  • Basic Level
  • Audience: Todas las mujeres de las firmas miembro de Allinial Global
  • AG Conference Call: Digital Marketers
  • 05/25/2022
  • Basic Level
  • Audience: Marketing Community

June 2022

  • ASD A: Executing Audit Engagements (Level Two - Mid-Atlantic Consortium) - Hagerstown, MD - June 1-3, 2022
  • 06/01/2022
  • 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
  • AST: Accounting Services Training (Senior) - Virtual - June 6-10, 2022
  • 06/06/2022
  • Basic Level
  • Audience: Ideal for practitioners serving nonprofit organizations
  • Steps to Scaling a Business Advisory Service Line
  • 06/06/2022
  • Basic Level
  • Audience: Managing Partners and firm leaders looking at strategies to scale business advisory services
  • LP5 #3 ('19-'22) Experienced Partner Leadership - San Diego, CA - June 8-9, 2022
  • 06/08/2022
  • Advanced Level
  • Audience: Experienced partners, owners, and shareholders
  • TSD A: Business & Intermediate Individual Taxation (Level Two) - Virtual - June 13-17, 2022
  • 06/13/2022
  • Intermediate Level
  • Audience: Staff tax preparers
  • LP1: Leading Engagements - Atlanta, GA - June 14-15, 2022 (Part 1 of 2)
  • 06/14/2022
  • 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 #1 ('22-23): Program for Emerging Leaders - Chicago - June 14-16, 2022
  • 06/14/2022
  • Advanced Level
  • Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities
  • LP3 #3 ('20-'22): Leading Through Managing - Vegas - June 15-16, 2022
  • 06/15/2022
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • LP4 #2: ('21-'23) Program for Emerging Leaders - Park City, UT - June 21-23, 2022
  • 06/21/2022
  • 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) - Virtual - June 21-24, 2022
  • 06/21/2022
  • Advanced Level
  • Audience: Individuals with four or more years of tax experience
  • ASC 842: What Clients Need to Know to Adopt the New Leasing Standard
  • 06/21/2022
  • Basic Level
  • Audience: Accountants and auditors who want an update on current ASC 842 topics
  • LP2: Leading People - Chicago - June 22-24, 2022
  • 06/22/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others
  • LP3 #2 ('21-'22): Leading Through Managing - Dallas, TX - June 29-30, 2022
  • 06/29/2022
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • LP1: Leading Engagements - Virtual, June 29, 2022 (Part 2 of June 14, 2022 Class)
  • 06/29/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

July 2022

  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - July 11-13, 2022
  • 07/11/2022
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • Ciberseguridad - Consejos y buenas prácticas para la vida digital
  • 07/21/2022
  • Basic Level
  • Audience: All LATAM Members
  • ASD A: Executing Audit Engagements (Level Two) - Washington, DC - July 25-27, 2022
  • 07/25/2022
  • 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
  • AST: Accounting Services Training (Staff) - Virtual - July 25-29, 2022
  • 07/25/2022
  • Basic Level
  • Audience: Ideal for practitioners serving nonprofit organizations
  • ASD C: Experienced In-Charge Training (Level Four) - Las Vegas - July 27-29, 2022
  • 07/27/2022
  • 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

August 2022

  • TSD Boot Camp: LLC and Partnership Tax - Las Vegas - August 2-3, 2022
  • 08/02/2022
  • Advanced Level
  • Audience: Designed for seniors and managers; not partner/director level
  • ASD B: Beginning In-Charge Training (Level Three) - Vegas - August 3-5, 2022
  • 08/03/2022
  • 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
  • TSD Boot Camp: Estates, Gifts, and Trusts - Las Vegas - August 4-5, 2022
  • 08/04/2022
  • Intermediate Level
  • Audience: Designed for seniors and managers; not partner/director level
  • ASD C: Experienced In-Charge Training (Level Four) - Virtual - August 8-12, 2022
  • 08/08/2022
  • 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
  • Consolidations: Current Rules and Potential Changes
  • 08/09/2022
  • Basic Level
  • Audience: Accountants and auditors who want an update on current and future consolidation topics
  • TSD A: Business & Intermediate Individual Taxation (Level Two) - Location TBD - August 15-17, 2022
  • 08/15/2022
  • Intermediate Level
  • Audience: Staff tax preparers
  • LP2: Leading People - Virtual - August 15-19, 2022
  • 08/15/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others
  • 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
  • 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

  • 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
  • 09/14/2022
  • Basic Level
  • Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.
  • Client Advisory Services (CAS) Roadmap Workshop
  • 09/21/2022
  • Basic Level
  • Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.

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
  • 10/24/2022
  • 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 - Orlando, 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

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

No Educational events currently planned.

July 2022

  • Business Advisory Fundamentals
  • 07/21/2022
  • Basic Level
  • Audience: Business Advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset

May 2022

  • LP1: Leading Engagements (Mid-Atlantic Consortium) - Hagerstown, MD - May 18-19, 2022
  • 05/18/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting
  • ASD C: Experienced In-Charge Training (Level Four - Mid-Atlantic Consortium) - Hagerstown, MD - May 18-20, 2022
  • 05/18/2022
  • 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
  • AG Conference Call: Marketing Community - Monthly
  • 05/18/2022
  • Basic Level
  • Audience: Marketing Community
  • Whittlesey - May 2022 Audit Update
  • 05/19/2022
  • Update Level
  • Audience: All Professionals in the Audit Practice
  • SEK - Spring 2022 Governmental A&A
  • 05/23/2022
  • Update Level
  • Audience: Audit Staff - Member Level
  • AG Communities Call: HubSpot Mastermind Group
  • 05/23/2022
  • Basic Level
  • Audience: Marketers of all levels
  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Virtual - May 23-27, 2022
  • 05/23/2022
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • AG Community Conference Call: Business Development
  • 05/23/2022
  • Basic Level
  • Audience: Marketing Community
  • An Accounting Marketer's Guide to Facebook Advertising
  • 05/24/2022
  • Basic Level
  • Audience: Partners, marketers, and business developers responsible for the firm's growth
  • Test
  • 05/24/2022
  • Basic Level
  • Audience: Partners, marketers, and business developers responsible for the firm's growth
  • Mujeres empresarias/exitosas, venciendo a tu peor enemigo
  • 05/24/2022
  • Basic Level
  • Audience: Todas las mujeres de las firmas miembro de Allinial Global
  • AG Conference Call: Digital Marketers
  • 05/25/2022
  • Basic Level
  • Audience: Marketing Community
  • Whittlesey - Tax Monthly Meeting – May 2022
  • 05/31/2022
  • Update Level
  • Audience: Internal Tax Professionals

June 2022

  • ASD A: Executing Audit Engagements (Level Two - Mid-Atlantic Consortium) - Hagerstown, MD - June 1-3, 2022
  • 06/01/2022
  • 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
  • CANCELLED AG - LP5 #1 ('22-'23) Experienced Partner Leadership: San Diego, CA June 6-7, 2022
  • 06/06/2022
  • Advanced Level
  • Audience: Experienced partners, owners, and shareholders
  • AST: Accounting Services Training (Senior) - Virtual - June 6-10, 2022
  • 06/06/2022
  • Basic Level
  • Audience: Ideal for practitioners serving nonprofit organizations
  • Steps to Scaling a Business Advisory Service Line
  • 06/06/2022
  • Basic Level
  • Audience: Managing Partners and firm leaders looking at strategies to scale business advisory services
  • LP5 #3 ('19-'22) Experienced Partner Leadership - San Diego, CA - June 8-9, 2022
  • 06/08/2022
  • Advanced Level
  • Audience: Experienced partners, owners, and shareholders
  • TSD A: Business & Intermediate Individual Taxation (Level Two) - Virtual - June 13-17, 2022
  • 06/13/2022
  • Intermediate Level
  • Audience: Staff tax preparers
  • LP1: Leading Engagements - Atlanta, GA - June 14-15, 2022 (Part 1 of 2)
  • 06/14/2022
  • 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 #1 ('22-23): Program for Emerging Leaders - Chicago - June 14-16, 2022
  • 06/14/2022
  • Advanced Level
  • Audience: New partners, owners, and shareholders and/or senior managers with significant leadership responsibilities
  • LP3 #3 ('20-'22): Leading Through Managing - Vegas - June 15-16, 2022
  • 06/15/2022
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • LP4 #2: ('21-'23) Program for Emerging Leaders - Park City, UT - June 21-23, 2022
  • 06/21/2022
  • 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) - Virtual - June 21-24, 2022
  • 06/21/2022
  • Advanced Level
  • Audience: Individuals with four or more years of tax experience
  • ASC 842: What Clients Need to Know to Adopt the New Leasing Standard
  • 06/21/2022
  • Basic Level
  • Audience: Accountants and auditors who want an update on current ASC 842 topics
  • LP2: Leading People - Chicago - June 22-24, 2022
  • 06/22/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others
  • Whittlesey - Tax Monthly Meeting – June 2022
  • 06/28/2022
  • Update Level
  • Audience: Internal Tax Professionals
  • LP3 #2 ('21-'22): Leading Through Managing - Dallas, TX - June 29-30, 2022
  • 06/29/2022
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • LP1: Leading Engagements - Virtual, June 29, 2022 (Part 2 of June 14, 2022 Class)
  • 06/29/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others in an engagement or project-based setting

July 2022

  • TSD B: Comprehensive Business, Individual & Fiduciary Taxation (Level Three) - Dallas, TX - July 11-13, 2022
  • 07/11/2022
  • Intermediate Level
  • Audience: Designed for individuals that are beginning the transition from tax preparer to tax reviewer and advisor
  • Whittlesey - July 2022 Audit Update
  • 07/21/2022
  • Update Level
  • Audience: All Professionals in the Audit Practice
  • Ciberseguridad - Consejos y buenas prácticas para la vida digital
  • 07/21/2022
  • Basic Level
  • Audience: All LATAM Members
  • Business Advisory Fundamentals
  • 07/21/2022
  • Basic Level
  • Audience: Business Advisors, consultants, and managers seeking to learn fundamental skills to commercialize client problem-solving meetings and build an advisory mindset
  • ASD A: Executing Audit Engagements (Level Two) - Washington, DC - July 25-27, 2022
  • 07/25/2022
  • 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
  • AST: Accounting Services Training (Staff) - Virtual - July 25-29, 2022
  • 07/25/2022
  • Basic Level
  • Audience: Ideal for practitioners serving nonprofit organizations
  • Whittlesey - Tax Monthly Meeting – July 2022
  • 07/26/2022
  • Update Level
  • Audience: Internal Tax Professionals
  • ASD C: Experienced In-Charge Training (Level Four) - Las Vegas - July 27-29, 2022
  • 07/27/2022
  • 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

August 2022

  • TSD Boot Camp: LLC and Partnership Tax - Las Vegas - August 2-3, 2022
  • 08/02/2022
  • Advanced Level
  • Audience: Designed for seniors and managers; not partner/director level
  • ASD B: Beginning In-Charge Training (Level Three) - Vegas - August 3-5, 2022
  • 08/03/2022
  • 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
  • TSD Boot Camp: Estates, Gifts, and Trusts - Las Vegas - August 4-5, 2022
  • 08/04/2022
  • Intermediate Level
  • Audience: Designed for seniors and managers; not partner/director level
  • ASD C: Experienced In-Charge Training (Level Four) - Virtual - August 8-12, 2022
  • 08/08/2022
  • 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
  • Consolidations: Current Rules and Potential Changes
  • 08/09/2022
  • Basic Level
  • Audience: Accountants and auditors who want an update on current and future consolidation topics
  • TSD A: Business & Intermediate Individual Taxation (Level Two) - Location TBD - August 15-17, 2022
  • 08/15/2022
  • Intermediate Level
  • Audience: Staff tax preparers
  • LP2: Leading People - Virtual - August 15-19, 2022
  • 08/15/2022
  • Intermediate Level
  • Audience: Individuals who currently have the responsibility for supervising and evaluating the work of others
  • 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
  • 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

September 2022

  • 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
  • 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
  • Client Advisory Services (CAS) Roadmap Workshop
  • 09/21/2022
  • Basic Level
  • Audience: Partners, Senior staff, or CAS Practice leaders looking to take CAS to the next level within their practice.
  • Whittlesey - Tax Monthly Meeting – September 2022
  • 09/27/2022
  • Update Level
  • Audience: Internal Tax Professionals

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
  • 10/24/2022
  • 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 - Orlando, 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-'22): 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

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