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.

• SEK Dame Leadership Program
• 07/18/2024
• Basic Level
• Audience: Members of SEK

• 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
• 08/05/2024
• Update Level
• Audience: Tax Staff & CPAs performing tax consulting

• SEK Dame Leadership Program
• 08/06/2024
• Basic Level
• Audience: Members of SEK

• Requerimientos ética aplicables
• 08/08/2024
• Basic Level
• Audience: LATAM Community and members in Spain

• SEK Dame Leadership Program
• 08/10/2024
• Basic Level
• Audience: Deleted

• SEK Dame Leadership Program
• 08/12/2024
• Basic Level
• Audience: Members of SEK

• 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

• Accelerate 2024 - MP Ask Me Anything - August 13, 2024
• 08/13/2024
• Advanced Level
• Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

• 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

• CPA Exam Evolution 101 Update
• 08/28/2024
• Basic Level
• Audience: CPA candidates and their advisors.

September 2024

• SEK Dame Leadership Program
• 09/10/2024
• Basic Level
• Audience: Members of SEK

• 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.

• SEK Dame Leadership Program
• 09/19/2024
• Basic Level
• Audience: Members of SEK

• 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

• Accelerate 2024 - MP Ask Me Anything - September 24, 2024
• 09/24/2024
• Advanced Level
• Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

• 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.

• Critical Thinking – The Key to Success in Any Job
• 09/26/2024
• Basic Level
• Audience: New Hires, Experienced Staff, Senior Associates, Manager Partners

October 2024

• Tax Insurance: A Flexible Solution to Mitigate Tax Exposure and Achieve Tax Certainty
• 10/02/2024
• Overview Level
• Audience: Anyone advising and working with clients on tax matters (federal, state, local, international) and/or M&A transactions

• Aplicables y aceptación y continuidad con clientes y de encargos en específico
• 10/03/2024
• Basic Level
• Audience: LATAM Community and members in Spain

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

• SEK Dame Leadership Program
• 10/15/2024
• Basic Level
• Audience: Members of SEK

• 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.

• SEK Dame Leadership Program
• 10/24/2024
• Basic Level
• Audience: Members of SEK

• Realización de los Encargos
• 10/24/2024
• Basic Level
• Audience: LATAM Community and members in Spain

• 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

• Accelerate 2024 - Cultural & Diversity Intelligence - Phoenix, AZ - October 28-29, 2024
• 10/28/2024
• Advanced Level
• Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

November 2024

• SEK Dame Leadership Program
• 11/05/2024
• Basic Level
• Audience: Members of SEK

• 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 Dame Leadership Program
• 11/14/2024
• Basic Level
• Audience: Members of SEK

• Recursos Humanos
• 11/14/2024
• Basic Level
• Audience: LATAM Community and members in Spain

• SEK 2024 Audit Retreat
• 11/15/2024
• Update Level
• Audience: Audit Professionals

• Accelerate 2024 - Accelerate 2024 Garnering Buy In - November 19, 2024
• 11/19/2024
• Advanced Level
• Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

• Winning at Work as a Working Parent/Caregiver
• 11/20/2024
• Basic Level
• Audience: Allinial Global Women's Leadership Community - The Global Women's Leadership community is designed for women leaders and emerging leaders in the accounting profession who want to connect with like-minded professionals, expand their networks, and develop valuable skills that will help them advance to the next level. It offers a unique space where members can openly engage in discussions about the challenges they encounter, collaborate on innovative solutions, and draw inspiration from each other's success.

• 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

• Información y comunicación
• 11/28/2024
• Basic Level
• Audience: LATAM Community and members in Spain

December 2024

• SEK Dame Leadership Program
• 12/03/2024
• Basic Level
• Audience: Members of SEK

• 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

• El proceso de seguimiento y corrección
• 12/11/2024
• Basic Level
• Audience: LATAM Community and members in Spain

• SEK Dame Leadership Program
• 12/12/2024
• Basic Level
• Audience: Members of SEK

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

• Accelerate 2024 - Review and Next Steps - December 17, 2024
• 12/17/2024
• Advanced Level
• Audience: Leaders of departments and strategy, relationship partners, client service partners, directors and chiefs

• 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.