Ian Nairn / June 5, 2023
Welcome To Training
Welcome to the Schooley Mitchell Training and Education site! We know there is a lot to learn when it comes to building your Schooley Mitchell business and our goal is to provide you with the tools and support you need to be knowledgeable and confident.
Announcements
Launch of Schooley Mitchell University
Schooley Mitchell University offers a comprehensive selection of modules, allowing you to explore, review, and register for topics that align with your interests and professional development goals.
Webinars
AI Usage Policy
May 15, 2026
Dennis Schooley, Rob Kew
We are excited to invite everyone to attend our webinar on Friday, May 15 at 2PM EDT where we will review our updated AI Usage Policy and introduce you to our new AI technology review process. Our goal is to ensure you understand our AI policies, processes, and what is expected from you should you wish to use any technology with AI capability for Schooley Mitchell business purposes.
Webinar Session Recording Coming Soon.
FICA Payroll Tax Refresher Webinar
May 19, 2026
Dennis Schooley, Greg Kelly, Stacy Brooks, Mitchell Fink
Join us at 3PM EDT for the FICA Payroll Tax Refresher webinar. This session will build on the information shared during the FICA Payroll Tax webinar on April 30, 2026. We will refresh your knowledge on the process for submitting clients for analysis and there will be a Q&A to follow.
Register NowFICA Payroll Taxes
Tuesday, April 30
Stacy Brooks and Champ, our FICA Payroll Tax Partners
Join this FICA webinar for more details on addressing objections and steps to improve performance with this cost category. This webinar is open for anyone who has, or will have US clients.
Value Reports: New Supports Launch
April 23, 2026
Julie Beaney, Emily Griffin, Deborah Cherrey
We are excited to announce the launch of our new Value Report Presentation support resources. Our goal is to provide clearer expectations when it comes to the presentation of the Value Report to your clients. It will give you a good understanding of why the analyst chose to make an Option A choice over other options.
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