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DTSTART;TZID=America/New_York:20250326T110000
DTEND;TZID=America/New_York:20250326T120000
DTSTAMP:20260611T151310
CREATED:20250222T210816Z
LAST-MODIFIED:20250222T210834Z
UID:10008847-1742986800-1742990400@www.freelivecpe.com
SUMMARY:Starting right: Section 1202 considerations for startups and business acquisitions
DESCRIPTION:Taxpayers may run into limitations under Section 1202\, but thoughtful tax planning can minimize the impact of the limitations and maximize the tax benefits for selling shareholders. The initial structuring is important\, which is why our Section 1202 specialists will talk through a variety of topics to consider when starting or buying a company that’s intended to be eligible for QSBS gain exclusion on exit. \n\n\n\nIf Section 1202 is part of the investment strategy\, you’ll need to form the business in the correct way. Newly formed companies have different planning opportunities to maximize the gain exclusion as well as some specific rules in Section 1202 to consider. If you intend to acquire a current business as part of your formation\, engaging in proactive planning at the outset can help to ensure Section 1202 requirements are met from the beginning. Finally\, the method of issuing the shares can be important to starting qualification out right. This can include additional considerations if a pass-through entity is a shareholder or if equity-based compensation is intended to qualify for Section 1202. \n\n\n\nLearning objectives:\n\n\n\n\nIdentify key planning concepts for startup companies that have a goal of qualifying for Section 1202 on exit.\n\n\n\nIdentify key considerations when it comes to acquiring an existing company and having QSBS.\n\n\n\nUnderstand best practices for issuing equity and employee equity incentives for stock to be eligible for Section 1202.\n\n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org 
URL:https://www.freelivecpe.com/event/starting-right-section-1202-considerations-for-startups-and-business-acquisitions/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T110000
DTEND;TZID=America/New_York:20250326T120000
DTSTAMP:20260611T151310
CREATED:20250301T011649Z
LAST-MODIFIED:20250301T011655Z
UID:10008881-1742986800-1742990400@www.freelivecpe.com
SUMMARY:IT Due Diligence: 2025 Insights for PE Firms & Portfolio Companies
DESCRIPTION:Join Forvis Mazars for an informative webinar as we discuss what IT/cyber due diligence is. We’ll also cover key considerations for 2025 that private equity (PE) firms should consider during acquisition and why portfolio companies should invest in IT/cyber project recommendations during the hold period to better prepare for sale and prevent value erosion. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify what IT/cyber due diligence is and why it’s important to consider during buy- and sell-side transactions.\n\n\n\nDiscuss key considerations in 2025 that PE firms are facing in the IT/cyber landscape.\n\n\n\nRecognize why portfolio companies should invest in IT/cyber project recommendations during the hold period to better prepare for sale and prevent value erosion. \n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast
URL:https://www.freelivecpe.com/event/it-due-diligence-2025-insights-for-pe-firms-portfolio-companies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T120000
DTEND;TZID=America/New_York:20250326T130000
DTSTAMP:20260611T151310
CREATED:20250301T001622Z
LAST-MODIFIED:20250301T001628Z
UID:10008875-1742990400-1742994000@www.freelivecpe.com
SUMMARY:ERISA: Accounting\, Audit\, and Regulatory Updates Impacting Retirement Plans
DESCRIPTION:Join BDO and our thought leaders who will provide an update on key developments in Accounting\, Audit\, and Regulatory Guidance pertaining to retirement plans.
URL:https://www.freelivecpe.com/event/erisa-accounting-audit-and-regulatory-updates-impacting-retirement-plans-3/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T120000
DTEND;TZID=America/New_York:20250326T130000
DTSTAMP:20260611T151310
CREATED:20250301T014812Z
LAST-MODIFIED:20250301T215627Z
UID:10008887-1742990400-1742994000@www.freelivecpe.com
SUMMARY:Public sector power hour: Strategic planning for key results
DESCRIPTION:In the dynamic landscape of the public sector\, the significance of strategic planning cannot be overstated. Join Baker Tilly for an insightful webinar where we will explore the essential components of effective strategic planning. Learn how to proactively evaluate the current state of your organization\, analyze external factors\, set objectives and develop a roadmap for future success. This session is designed to equip public sector professionals with the tools and knowledge needed to navigate challenges and drive positive outcomes for their communities. \n\n\n\nLearning objectives: \n\n\n\n\nUnderstand the importance of strategic planning.\n\n\n\nExplore solutions to overcome common challenges.\n\n\n\nLearn to prioritize and develop realistic goals and objectives.\n\n\n\n\nMeet the presenters:Jay Staley\, Director\, Baker TillyMatt Bubness\, Director\, Baker TillyKhala Stanfield\, Director\, Baker TillyChris Strom\, Senior Consultant \n\n\n\nInformation about CPE eligibility:  \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar.   \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nCPE credit: One (1) hour total credit    \n\n\n\nLevel: Basic \n\n\n\nField of study: Specialized Knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.    \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.  
URL:https://www.freelivecpe.com/event/public-sector-power-hour-strategic-planning-for-key-results/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T123000
DTEND;TZID=America/New_York:20250326T133000
DTSTAMP:20260611T151310
CREATED:20250301T143922Z
LAST-MODIFIED:20250301T143928Z
UID:10008899-1742992200-1742995800@www.freelivecpe.com
SUMMARY:Supercharging Nonprofits with AI: A Guide to Microsoft's Copilot Adoption
DESCRIPTION:Nonprofits worldwide are grappling with an invisible challenge — the pace of work is accelerating faster than they can keep up\, costing their organizations valuable time that could be better spent serving their mission. By driving meaningful adoption of Microsoft’s Copilot\, nonprofits empower their employees to work more efficiently\, adapt with agility and\, ultimately\, make a bigger impact. \n\n\n\nLearning Objectives:\n\n\n\n\nAssist with grant writing\, making it easier to draft proposals and secure funding.\n\n\n\nStreamline donor management by identifying giving patterns and personalizing outreach.\n\n\n\nSimplify financial reporting and budget tracking by automating report generation.\n\n\n\nGenerate impact reports and program evaluations\, helping communicate results to stakeholders.\n\n\n\n\nSpeakers\n\n\n\n\nBrenda Kahler\, Senior Director of Industry Strategy\, Armanino Advisory LLC\n\n\n\nGina Montgomery\, Director of AI\, Automation & Analytics\, Armanino Advisory LLC\n\n\n\nLauren Renninger\, Senior Manager\, Strategy & Transformation\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Information Technology – Technical) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact Elevate.Learn@armaninoLLP.com. \n\n\n\nArmanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/supercharging-nonprofits-with-ai-a-guide-to-microsofts-copilot-adoption/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T130000
DTEND;TZID=America/New_York:20250326T140000
DTSTAMP:20260611T151310
CREATED:20250307T204426Z
LAST-MODIFIED:20250307T204647Z
UID:10008915-1742994000-1742997600@www.freelivecpe.com
SUMMARY:Internal Audit & Quantum Computing Risks: Preparing for the Future
DESCRIPTION:Event description\n\n\n\nThe advent of quantum computing brings unprecedented opportunities and risks. As we enter the “year of harvesting\,” where adversaries may store encrypted data now to decrypt later with quantum computers\, organizations must focus on quantum resilience. Preparing now to respond to this shift can protect financial stability\, ensure compliance\, and safeguard reputation. In this critical landscape of evolving quantum computing risks and regulatory demands to be resilient\, the role of internal audit takes center stage. As part of a layered defense approach\, Internal Audit can serve as the guardian of an organization’s resilience against these risks. \n\n\n\nJoin us on March 26th as we discuss how internal audit can assess and inform the audit committee and the board on the adequacy of your organization’s quantum resiliency processes and controls. \n\n\n\nThe discussion will cover: \n\n\n\n\nWhat quantum computing is\, how it impacts organizations today\, and how to prepare for the risks of the future.\n\n\n\nPreparing for the quantum shift towards post-quantum cryptography (PQC) as a crucial mitigation strategy and what auditors need to know.\n\n\n\nLeading practices internal auditors can consider in their audit plans to evaluate their organization’s quantum resiliency against decryption risks.\n\n\n\nHow internal auditors can tailor existing audit plans to align with quantum resilient audit process using specifically designed risk-based control frameworks.\n\n\n\nLeveraging security tools with technical testing to improve quantum resilience.\n\n\n\nTools internal audit can use to determine the effectiveness of management’s corrective action plans in the event of a quantum-related security incident/data decryption.\n\n\n\n\nDate and time\n\n\n\nWednesday\, March 26\, 2025 \n\n\n\n1:00 PM ET – 2:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\nIdentify leading practices and considerations to improve resilience against quantum computing risks\, including third-party risk management and data protection policies. \n\n\n\nDescribe how to adapt and respond to evolving regulatory requirements and emerging quantum risks. \n\n\n\nIdentify risk mitigation strategies to manage quantum-related operational risks and build quantum resilience. \n\n\n\nDefine Internal Audit’s role in assessing cryptographic inventory and planning the transition to post-quantum cryptography (PQC). \n\n\n\nRecognize industry audit trends in evaluating an organization’s quantum readiness and resilience against quantum threats.
URL:https://www.freelivecpe.com/event/internal-audit-quantum-computing-risks-preparing-for-the-future/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services,Personnel/Human Resources
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T130000
DTEND;TZID=America/New_York:20250326T140000
DTSTAMP:20260611T151310
CREATED:20250307T231231Z
LAST-MODIFIED:20250307T231237Z
UID:10008917-1742994000-1742997600@www.freelivecpe.com
SUMMARY:Navigating AI and ERP transformation in the tax function: one approach or two?
DESCRIPTION:Our EY Tax.Tech™ webcast series is dedicated to helping you keep pace with the dynamic and ever-evolving tax technology landscape. We have been charting what it takes to build an intelligent finance and tax function – from transformation strategy to the latest technologies and applications. \n\n\n\nThe conversation around artificial intelligence (AI) has reached a fever pitch\, with organizations increasingly recognizing AI’s potential to drive effectiveness and efficiencies across various functions. In parallel\, companies are undertaking major replatforming exercises of their enterprise resource planning (ERP) platforms to take advantage of next-generation capabilities and transform business processes. \n\n\n\nTax functions\, faced with limited resources\, organizational transformation initiatives and the ever-increasing demands of “the day job\,” face a series of pressing questions about where they should be focusing their efforts: \n\n\n\n\nWhat is the ‘real-world’ readiness of these new technologies as they apply to tax?\n\n\n\nHow can tax leaders help prevent their organizations from making decisions that hinder technology transformation?\n\n\n\nHow much can tax functions rely on AI to address historically poor data quality in the future?\n\n\n\nAre there conflicting views on the future\, or can the tax profession define an integrated tax technology approach?\n\n\n\nAre there short-term wins to be achieved by tax while aligning with the longer-term organizational approach to AI?\n\n\n\n\nPanelists\n\n\n\nAlaina Sammartano\, Partner\, Tax Technology and Transformation – Tax ERP Transformation\, Ernst & Young LLP \n\n\n\nTroy Maikowski\, Senior Manager\, Tax Technology and Transformation – Tax AI\, Ernst & Young LLP \n\n\n\nModerator\n\n\n\nDavid Nickson\, Principal\, Tax Technology and Transformation\, Ernst & Young LLP; EY Americas Tax ERP Transformation Leader \n\n\n\nOur EY Tax.Tech™ webcasts are dedicated to helping you keep pace with the dynamic and ever-evolving tax landscape and what it takes to build an intelligent finance and tax function – from transformation strategy to the latest technologies and game-changing applications. Our Ecosystem series highlights EY’s alliances with leading-class technology and process leaders and offers practical insights to help companies like yours improve agility\, efficiency and resilience. \n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax.
URL:https://www.freelivecpe.com/event/navigating-ai-and-erp-transformation-in-the-tax-function-one-approach-or-two/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T130000
DTEND;TZID=America/New_York:20250326T143000
DTSTAMP:20260611T151310
CREATED:20250208T145303Z
LAST-MODIFIED:20250208T145426Z
UID:10008735-1742994000-1742999400@www.freelivecpe.com
SUMMARY:Quarterly accounting roundup: Q1 2025 update on important developments
DESCRIPTION:Do you know what issues the standard-setters\, regulators\, and stakeholders have been focused on lately? We’ve been monitoring their projects and hot topics. We’ll discuss: \n\n\n\nOther hot topics \n\n\n\nAccounting\, standard-setting\, and reporting developments for the quarter \n\n\n\nRecent positions from regulators and standard-setters on accounting and reporting matters \n\n\nAccounting
URL:https://www.freelivecpe.com/event/quarterly-accounting-roundup-q1-2025-update-on-important-developments/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T140000
DTEND;TZID=America/New_York:20250326T150000
DTSTAMP:20260611T151310
CREATED:20250228T231024Z
LAST-MODIFIED:20250228T231855Z
UID:10008868-1742997600-1743001200@www.freelivecpe.com
SUMMARY:Quarterly Banking TaxWatch
DESCRIPTION:Webcast overview\n\n\n\nYou are invited to join a one-hour CPE-eligible KPMG LLP (KPMG) webcast designed for tax professionals in banking & capital markets industry. This session will be held on Wednesday\, March 26 from 2:00-3:00 pm ET. During this webcast\, KPMG knowledge leaders will explore recent developments impacting to the banking sector.  \n\n\n\nJoin us to hear the latest trends and regulatory changes banking & capital markets tax departments need to stay informed. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/eps-deeper-dive-part-1/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T140000
DTEND;TZID=America/New_York:20250326T150000
DTSTAMP:20260611T151310
CREATED:20250228T231612Z
LAST-MODIFIED:20250228T231718Z
UID:10008869-1742997600-1743001200@www.freelivecpe.com
SUMMARY:Maximizing AI Impact and Tuning Your Sales Workforce
DESCRIPTION:Webcast overview\n\n\n\nJoin the Maximizing AI Impact and Tuning Your Sales Workforce webcast hosted by KPMG. \n\n\n\nYou will: \n\n\n\n\nLearn how sales organizations are leveraging AI to boost seller productivity and drive efficiency for sales operations.\n\n\n\nExplore real-world examples of how leading companies are deploying AI to drive improved sales outcomes.\n\n\n\nDiscover how you can leverage AI throughout the sales journey to upskill your sales teams.\n\n\n\nDiscuss common considerations and roadblocks that sales organizations face when identifying where and how to embed AI throughout their organization.\n\n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/maximizing-ai-impact-and-tuning-your-sales-workforce/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T140000
DTEND;TZID=America/New_York:20250326T150000
DTSTAMP:20260611T151310
CREATED:20250308T135228Z
LAST-MODIFIED:20250308T135237Z
UID:10008923-1742997600-1743001200@www.freelivecpe.com
SUMMARY:Navigating Secure 2.0: Key Insights and Implementation Updates
DESCRIPTION:This webinar will review what you need to know about the Secure Act 2.0 implementation and get the latest updates to the original law\, as well as understanding audit implications with the new law. \n\n\n\nLearning Objectives\n\n\n\nAt the end of this course\, the attendee will be able to: \n\n\n\n\nInterpret the key elements and implementation details of the Secure Act 2.0\, including the latest updates to the original law.\n\n\n\nIdentify the audit implications associated with the new Secure Act 2.0 provisions and learn how to effectively manage compliance.\n\n\n\n\nPresenters:\n\n\n\n\nEric Glantz\, CPA\, Managing Director and Shareholder\, Assurance Services\, CBIZ CPAs P.C.\n\n\n\nKaren Roberts\, CEBS\, QKA\, TGPC\, Director\, Client Consulting\, CBIZ Investment Advisory Services\, LLC\n\n\n\n\nAdditional Details:\n\n\n\nRecommended CPE: This session is eligible for 1.0 CPE credit in Specialized KnowledgeField of Study: Specialized KnowledgeDelivery Method: Group Internet BasedProgram Level: OverviewPrerequisites: NoneAdvanced Preparation: None \n\n\n\n*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.  \n\n\n\nFor more information regarding complaint and program cancellation policies\, please contact our offices at (216) 447-9000.
URL:https://www.freelivecpe.com/event/navigating-secure-2-0-key-insights-and-implementation-updates/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T140000
DTEND;TZID=America/New_York:20250326T150000
DTSTAMP:20260611T151310
CREATED:20250315T215922Z
LAST-MODIFIED:20250315T215928Z
UID:10008954-1742997600-1743001200@www.freelivecpe.com
SUMMARY:Revolutionizing Audit Reporting: Clarity\, Impact\, and Technology
DESCRIPTION:Description: \n\n\n\nAudit reporting is at a crossroads. Standards are evolving\, stakeholder expectations are rising\, and the days of rigid\, one-size-fits-all reports are over. Traditional approaches no longer meet the demands of today’s fast-paced business environment — it’s time to rethink how we communicate audit insights\, drive accountability\, and leverage technology to stay ahead. \n\n\n\nThis webinar tackles the biggest challenges facing audit professionals today: streamlining processes\, ensuring report consistency\, engaging stakeholders with clear\, impactful messaging\, and developing audit templates that truly resonate. We’ll also explore how cutting-edge technologies like large language models (LLMs) can transform audit reporting — while staying mindful of the risks.  \n\n\n\nLearning Objectives:  \n\n\n\n\nDescribe the key challenges in audit reporting.\n\n\n\nIdentify strategies to address internal factors impacting report quality.\n\n\n\nApply techniques to drive impactful messaging.\n\n\n\nExplore the role of AI and large language models (LLMs) in audit reporting.\n\n\n\n\nCPE Credit(s): 1 \n\n\n\nField of Study: Auditing \n\n\n\nInstructional Delivery Method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced Preparation: None  \n\n\n\n*Click here for more CPE Information. \n\n\n\nAuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit\, risk\, and compliance\, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!
URL:https://www.freelivecpe.com/event/revolutionizing-audit-reporting-clarity-impact-and-technology/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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