Events and Education
Events
Education
July 2022
- 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
- CANCELLED: 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
- CANCELLED - TSD A: Business & Intermediate Individual Taxation (Level Two) - 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
- 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 - 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
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
July 2022
- 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
- SEK - 2022 Tax Retreat
- 08/03/2022
- Update Level
- Audience: Tax Staff & CPAs performing tax consulting
- 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
- CANCELLED: 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
- CANCELLED - TSD A: Business & Intermediate Individual Taxation (Level Two) - 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
- 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
- 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.
- (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
- 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
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
- 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-'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
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