Events and Education

Events

Education

May 2024

  • LP3 #3 ('23-'24 Mid Atlantic Consortium): Leading Through Managing - Hanover, MD - May 6-7, 2024
  • 05/06/2024
  • 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 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 - Denver, CO - May 8-9, 2024
  • 05/08/2024
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • Accelerate 2024 – Orientation – May 14, 2024
  • 05/14/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • 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
  • Navigate 2024 – Orientation – May 15, 2024
  • 05/15/2024
  • Intermediate Level
  • Audience: Leaders of projects, Leaders of teams across the organization, Front line and mid level managers, Partner track candidates.
  • Navigate 2024 – Kickoff – May 15, 2024
  • 05/15/2024
  • Intermediate Level
  • Audience: Leaders of projects, Leaders of teams across the organization, Front line and mid level managers, Partner track candidates.
  • Activate 2024 – Orientation – May 16, 2024
  • 05/16/2024
  • Basic Level
  • Audience: Early professionals, early career, individual contributors, anyone who has never had formal leadership development.

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.
  • 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

  • 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
  • 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.
  • 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

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
  • 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
  • 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.

April 2024

  • Harnessing Multigenerational Potential for a Vibrant Workplace Culture
  • 04/24/2024
  • Basic Level
  • Audience: Partners, HR professionals, marketing professionals, and leaders from all departments

May 2024

  • LP3 #3 ('23-'24 Mid Atlantic Consortium): Leading Through Managing - Hanover, MD - May 6-7, 2024
  • 05/06/2024
  • 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 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
  • SEK Dame Leadership Program
  • 05/07/2024
  • Basic Level
  • Audience: Members of SEK
  • LP3 #4 ('22-'24): Leading Through Managing - Denver, CO - May 8-9, 2024
  • 05/08/2024
  • Intermediate Level
  • Audience: Individuals or team leaders with experience on client-serving teams or internal firm projects
  • Accelerate 2024 – Orientation – May 14, 2024
  • 05/14/2024
  • Advanced Level
  • Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs
  • Mind The GAAP - Accounting for Interest Rate Swaps
  • 05/14/2024
  • Basic Level
  • Audience: Accountants and auditors who need a refresher on accounting for interest rate swaps.
  • 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
  • Navigate 2024 – Orientation – May 15, 2024
  • 05/15/2024
  • Intermediate Level
  • Audience: Leaders of projects, Leaders of teams across the organization, Front line and mid level managers, Partner track candidates.
  • Navigate 2024 – Kickoff – May 15, 2024
  • 05/15/2024
  • 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
  • 05/16/2024
  • Basic Level
  • Audience: Members of SEK
  • Activate 2024 – Orientation – May 16, 2024
  • 05/16/2024
  • Basic Level
  • Audience: Early professionals, early career, individual contributors, anyone who has never had formal leadership development.
  • 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

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.
  • 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
  • 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.
  • 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

  • SEK 2024 Tax Retreat
  • 08/01/2024
  • Update Level
  • Audience: Tax Staff & CPAs performing tax consulting
  • 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
  • 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

  • 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.
  • 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
  • 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

  • SEK 2024 Acts Retreat
  • 10/04/2024
  • Update Level
  • Audience: Accounting Services and Tax Staff
  • 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.
  • 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

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
  • SEK 2024 Audit Retreat
  • 11/08/2024
  • Update Level
  • Audience: Audit Professionals
  • 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

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
  • 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
  • SEK 2024 A&A Review & Comp CPE
  • 12/13/2024
  • Overview Level
  • Audience: Staff that perform reviews and compilations
  • 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.