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DTSTART;TZID=America/New_York:20250506T110000
DTEND;TZID=America/New_York:20250506T120000
DTSTAMP:20260608T013756
CREATED:20250405T130242Z
LAST-MODIFIED:20250405T130248Z
UID:10009032-1746529200-1746532800@www.freelivecpe.com
SUMMARY:Employee Stock Ownership Plan (ESOP) Audit Considerations
DESCRIPTION:For employee benefit plan audits\, it is important to note what “good” governance should look like. ESOPs have grown in popularity\, and it is essential to have the understanding to enable proper compliance and reporting. In this webinar from Forvis Mazars\, we’ll share recommended steps to help you follow the standards and have a successful plan year. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize what ESOPs are and how they work.\n\n\n\nIdentify when an ESOP audit is necessary.\n\n\n\nExplain the key procedures involved in conducting an ESOP audit.\n\n\n\nDiscuss common errors in ESOP audits.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Auditing field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/employee-stock-ownership-plan-esop-audit-considerations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250506T120000
DTEND;TZID=America/New_York:20250506T130000
DTSTAMP:20260608T013756
CREATED:20250503T163140Z
LAST-MODIFIED:20250503T163146Z
UID:10009178-1746532800-1746536400@www.freelivecpe.com
SUMMARY:Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
DESCRIPTION:Every technology implementation faces hidden risks — and too often\, state and local tax (SALT) is an afterthought. Left out until it’s too late\, SALT issues can quickly snowball into compliance gaps\, costly project delays\, client frustration\, and rework that eats away at margins. \n\n\n\nIn this CPE-eligible webinar\, industry leaders from Wipfli\, Vertex\, and CPA.com will unpack the most common mistakes firms make by excluding tax from the early stages of financial system implementations. You’ll walk away with practical\, real-world insights on how to identify red flags\, avoid project pitfalls\, and drive better outcomes for clients by embedding tax automation and expertise into the process from day one. \n\n\n\nWhether you’re a SALT specialist\, technology consultant\, or advisory leader\, this session will help you reduce risk\, boost collaboration\, and deliver smarter\, more scalable solutions. \n\n\n\nKey Takeaways: \n\n\n\nUnderstand the roles of SALT and tech teams in delivering client-ready automation \n\n\n\nRecognize common tax oversights that derail ERP and finance tech projects \n\n\n\nIdentify how and when to bring tax into the implementation process \n\n\n\nRecall real examples of firms that turned tax integration into a strategic advantage
URL:https://www.freelivecpe.com/event/hidden-costs-how-tax-gaps-derail-tech-projects-and-how-to-fix-them-fast/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250506T130000
DTEND;TZID=America/New_York:20250506T140000
DTSTAMP:20260608T013756
CREATED:20250405T134151Z
LAST-MODIFIED:20250405T134202Z
UID:10009039-1746536400-1746540000@www.freelivecpe.com
SUMMARY:Mark-to-Market Instruments on your Balance Sheet
DESCRIPTION:Join us for our webcast\, Mark-to-Market Instruments on your Balance Sheet. We’ll discuss the different categories on your balance sheet that need to be marked to market and briefly get into the GAAP guidance. \n\n\n\nWe’ll also provide an overview of the common instruments we have seen in the energy industry that might require a one-time or a quarterly valuation update and the common methodologies we have seen.
URL:https://www.freelivecpe.com/event/mark-to-market-instruments-on-your-balance-sheet/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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DTSTART;TZID=America/New_York:20250506T130000
DTEND;TZID=America/New_York:20250506T140000
DTSTAMP:20260608T013756
CREATED:20250503T153147Z
LAST-MODIFIED:20250503T153152Z
UID:10009171-1746536400-1746540000@www.freelivecpe.com
SUMMARY:Decoding the new ILPA reporting standards
DESCRIPTION:Event overview\n\n\n\nIn January 2025\, the Institutional Limited Partners Association (ILPA) introduced an updated reporting template and a new performance template to streamline reporting\, standardize data\, improve transparency and enhance comparability in private fund reporting. These updates offer guidance into the changes and additions in the new ILPA reporting and performance templates\, providing clarity on methodologies\, mechanics and mappings to enhance decision making and ensure proper implementation. \n\n\n\nOur webcast will cover: \n\n\n\n\nThe key changes in ILPA’s updated reporting standards and their impact\n\n\n\nHow the updates will affect fund managers\, limited partners and service providers\n\n\n\nEssential considerations for smooth implementation and compliance\, with real-world examples\n\n\n\nThe broader industry considerations\, including National Council of Real Estate Investment Fiduciaries and other reporting standards\n\n\n\n\nWhy attend? \n\n\n\n\nStay ahead of critical industry updates\n\n\n\nEquip your team with the knowledge to adapt and comply\n\n\n\nGain actionable insights for smoother fund operations back-office operations and reporting\n\n\n\n\nDon’t miss out on this essential conversation—reserve your spot today!
URL:https://www.freelivecpe.com/event/decoding-the-new-ilpa-reporting-standards/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250506T140000
DTEND;TZID=America/New_York:20250506T150000
DTSTAMP:20260608T013757
CREATED:20250405T130428Z
LAST-MODIFIED:20250405T130438Z
UID:10009033-1746540000-1746543600@www.freelivecpe.com
SUMMARY:Modernizing Operations: Dynamics AX to Dynamics 365 Finance
DESCRIPTION:Join our insightful webinar to gain a quick but detailed overview of the general\, technical\, and functional benefits of upgrading from an on-premises Microsoft Dynamics AX system to a modern Dynamics 365 Finance\, Supply Chain Management\, and Commerce solution. Discover how transitioning to Dynamics 365 can streamline your business processes\, improve data accessibility\, and drive overall organizational efficiency. In addition\, we’ll discuss strategies to help you identify and plan an ideal path forward for upgrading your Dynamics AX system. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDiscuss the overall benefits of moving to the latest Dynamics 365 cloud application.\n\n\n\nDescribe the new features and functionality available in Dynamics 365 Finance\, Supply Chain Management\, and Commerce applications to help enhance your operations.\n\n\n\nIdentify strategies for planning an ideal path forward for upgrading your system.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance during live broadcast.
URL:https://www.freelivecpe.com/event/modernizing-operations-dynamics-ax-to-dynamics-365-finance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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DTSTART;TZID=America/New_York:20250506T140000
DTEND;TZID=America/New_York:20250506T150000
DTSTAMP:20260608T013757
CREATED:20250411T224236Z
LAST-MODIFIED:20250425T204815Z
UID:10009072-1746540000-1746543600@www.freelivecpe.com
SUMMARY:The Controller Agenda Webcast: Evolving finance for the AI era
DESCRIPTION:Discover how today’s leading controllers are harnessing AI\, data\, and automation to move beyond compliance and become strategic drivers of finance innovation\, as PwC brings together a panel of finance leaders to share how they’re reimagining core processes\, enabling smarter decisions\, and building future-ready teams to shape the next era of finance. \n\n\n\nPresenters:Sandra Patterson\, Former SVP Corporate Controller and CAO\, Gilead SciencesPatrick Hoynes\, VP Corporate Finance\, WorkdayJessica Good\, Assurance Partner\, PwCAdam Kennedy\, Finance Transformation Partner\, PwC \n\n\n\nWho should attend: Controllers and other finance professionals. \n\n\n\nCPE Credit: This webcast is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/the-controller-agenda-webcast-evolving-finance-for-the-ai-era/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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