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DTSTART;TZID=America/New_York:20260602T100000
DTEND;TZID=America/New_York:20260602T110000
DTSTAMP:20260603T234934
CREATED:20260516T124747Z
LAST-MODIFIED:20260525T010907Z
UID:10011126-1780394400-1780398000@www.freelivecpe.com
SUMMARY:TPRM in motion: Governance\, ownership\, and execution
DESCRIPTION:Description: \n\n\n\nThird‑party ecosystems continue to grow in complexity\, increasing regulatory scrutiny and operational risk exposure for organizations across industries. As a result\, establishing effective governance structures and robust controls has become a critical success factor for managing third‑party risk in a sustainable and transparent manner. \n\n\n\nThis webcast provides a structured and practical view on TPRM Governance and Controls\, focusing on how organizations can establish clear ownership\, enable effective oversight\, and implement robust control mechanisms across the entire third‑party lifecycle. We will explore how governance frameworks translate into operating models and day‑to‑day controls\, and why alignment between governance\, operating model\, and control execution is essential for control effectiveness. \n\n\n\nParticipants will gain insights into leading governance frameworks\, understand how policies are operationalized through controls\, and learn how to design\, implement\, and monitor TPRM controls in a risk‑based and efficient way. The session also addresses key considerations such as organizational setup and the strategic decision between in‑house\, external\, or hybrid models to support governance and control objectives. \n\n\n\nLearning objectives:  \n\n\n\n\nAnalyze the importance of effective governance in TPRM and how clear ownership\, accountability\, and oversight manage regulatory pressure and increasing third‑party risk.\n\n\n\nExplain how TPRM governance frameworks translate into operating models and why alignment between governance structures\, organizational setup\, and control execution is critical for effectiveness.\n\n\n\nIdentify key components of robust TPRM control mechanisms across the third‑party lifecycle and describe how controls support transparency\, compliance\, and risk mitigation.\n\n\n\nOutline the principles of risk‑based TPRM control design and assessment\, and differentiate how controls are typically implemented and monitored in complex third‑party environments.\n\n\n\nEvaluate organizational and sourcing models for TPRM (in‑house\, external\, or hybrid) and assess their impact on governance effectiveness\, control ownership\, and operational resilience.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \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.
URL:https://www.freelivecpe.com/event/tprm-in-motion-governance-ownership-and-execution/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T110000
DTEND;TZID=America/New_York:20260602T120000
DTSTAMP:20260603T234934
CREATED:20260516T141946Z
LAST-MODIFIED:20260516T141950Z
UID:10011153-1780398000-1780401600@www.freelivecpe.com
SUMMARY:Don’t break your marketing: Leverage consent for smarter personalization
DESCRIPTION:Event description\n\n\n\nGrant Thornton Advisors and OneTrust will examine what it takes to build a Universal Consent & Preference Management (UCPM) program that is auditable\, free of dark patterns\, and capable of powering a scalable\, trusted marketing operating model.  \n\n\n\nWith accelerating regulatory scrutiny\, the shift to first‑party data\, and rising consumer expectations for transparency\, organizations are rapidly modernizing their CPM capabilities. This session will outline the core elements of a strong consent foundation\, highlight market trends driving adoption\, and share proven lessons from successful deployments—including how to align privacy and marketing teams\, avoid over‑engineered builds\, and establish scalable\, measurable workflows that turn consent from a compliance requirement into a durable driver of customer trust and engagement at scale. \n\n\n\nWebcast details\n\n\n\nDate and time \n\n\n\nTuesday\, June 02\, 202611:00 AM ET – 12:00 PM ET \n\n\n\nRecommended CPE credits \n\n\n\n1 \n\n\n\nLearning objectives \n\n\n\n\nDefine a scalable UCPM foundation by establishing an auditable consent and preference management framework that supports enterprise growth.\n\n\n\nIdentify market and regulatory drivers shaping CPM adoption\, including evolving regulations\, first party data strategies and rising consumer expectations.\n\n\n\nApply proven deployment best practices to align cross functional teams\, simplify implementation and build workflows that strengthen compliance and customer trust.
URL:https://www.freelivecpe.com/event/dont-break-your-marketing-leverage-consent-for-smarter-personalization/
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:20260602T110000
DTEND;TZID=America/New_York:20260602T130000
DTSTAMP:20260603T234934
CREATED:20260509T134258Z
LAST-MODIFIED:20260509T134303Z
UID:10011075-1780398000-1780405200@www.freelivecpe.com
SUMMARY:EY 2026 Registered Funds Seminar
DESCRIPTION:Regulatory pressures\, rapid digital innovation\, and shifting investor expectations are accelerating change across the registered funds industry. The sector is entering a pivotal period in which strategic decisions will define long-term competitiveness. When change reshapes the market\, how will you lead the way? \n\n\n\nThis virtual program brings together leading registered funds executives and industry experts to engage in in-depth conversations about the most significant trends\, challenges\, and emerging solutions. Professional-led panels will provide timely insights to help firms navigate regulatory changes\, modernize operations\, and position themselves for sustained growth. \n\n\n\nJoin us June 2 and 3 for the EY 2026 Registered Funds Seminar\, a high-value virtual event designed to equip leaders with the clarity\, perspective\, and practical strategies needed to stay ahead of change. This event brings together top registered funds executives and industry leaders to share insights on emerging trends\, critical challenges\, and practical solutions shaping the future of the sector. \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP 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/ey-2026-registered-funds-seminar/2026-06-02/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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DTSTART;TZID=America/New_York:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260603T234934
CREATED:20260502T133017Z
LAST-MODIFIED:20260502T133022Z
UID:10011044-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Rethinking firm growth: How modern accounting firms compete\, differentiate and scale
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nThe accounting profession is evolving rapidly. Shifts in technology\, rising client expectations\, AI adoption\, and changing buyer behavior are redefining how firms grow\, compete\, and deliver value. While referrals remain an important source of new business\, today’s buyers are more informed than ever and expect clear differentiation\, proactive guidance\, and modern service models from their accounting partners. \n\n\n\nIn this session\, Darren Root\, co-founder of Better Everyday\, will share his principles for intentionally aligning firm strategy\, service offerings\, and marketing efforts. Participants will explore how accounting firms can evolve their go to market approach to attract and retain ideal clients while creating scalable\, sustainable growth. The session will also address the growing role of marketing\, data\, and AI in helping firms communicate their value\, remain relevant\, and better serve clients\, using payroll as a practical case study to illustrate how intentional service decisions can drive growth\, differentiation\, and advisory expansion. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify key shifts impacting the accounting profession and evaluate how these changes affect firm growth and client retention strategies.\n\n\n\nAnalyze their firm’s current strategies to determine opportunities to intentionally align service offerings\, marketing efforts\, and firm vision to attract ideal clients.\n\n\n\nExplain how payroll data and analytics can be leveraged to expand advisory services beyond compliance and support clients across the full business lifecycle.\n\n\n\nApply practical best practices and turnkey\, customizable tools to enhance marketing messaging\, client engagement\, and service delivery within their own firms.\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Business management & organizationProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/rethinking-firm-growth-how-modern-accounting-firms-compete-differentiate-and-scale/
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:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260603T234934
CREATED:20260509T132115Z
LAST-MODIFIED:20260509T132120Z
UID:10011064-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Modernize Costpoint Without Disruption: Your Path to the Deltek Cloud
DESCRIPTION:Many organizations running Deltek Costpoint on premises are facing a new reality: rising infrastructure costs\, heightened security and compliance demands\, increasing upgrade complexity\, and pressure to innovate faster. What once worked well may now slow the business down. \n\n\n\nThe good news? You don’t need to replace Costpoint to modernize it. \n\n\n\nJoin BDO and Deltek professionals for a practical webcast designed for existing Costpoint on premise customers who are evaluating a move to the Deltek Cloud. Learn how organizations are reducing internal IT burden\, strengthening security and compliance\, simplifying upgrades\, and gaining access to continuous innovation—including emerging Deltek AI capabilities enabled by a modern SaaS environment. \n\n\n\nWe’ll break down what a successful transition looks like\, how to minimize disruption\, and what leaders should consider across technology\, operations\, and change management. Whether you’re early in the evaluation process or building a business case\, this session will help you understand why more Costpoint customers are making the move—and how to do it with confidence.  \n\n\n\nLearning Objectives \n\n\n\n\nIdentify key operational\, cost\, security\, and compliance factors related to migrating from a Deltek Costpoint on premises deployment to the Deltek Cloud.\n\n\n\nExplain how a cloud deployment can reduce infrastructure\, maintenance\, and upgrade complexity while supporting security and compliance requirements.\n\n\n\nIdentify core components of a Costpoint cloud migration roadmap\, including risk mitigation and business continuity considerations.\n\n\n\nEvaluate organizational and change management considerations necessary to align stakeholders and gain executive support for a Costpoint modernization initiative.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Overview \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. 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/modernize-costpoint-without-disruption-your-path-to-the-deltek-cloud/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260603T234934
CREATED:20260509T132618Z
LAST-MODIFIED:20260509T132623Z
UID:10011065-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Understanding Plan Sponsor ESOP Accounting Basics
DESCRIPTION:Join Forvis Mazars for the first installment of our two-part webinar series\, designed to break down the complexities of Employee Stock Ownership Plan (ESOP) accounting for plan sponsors. This introductory session will provide a solid foundation in the fundamentals of ESOP accounting\, focusing on the nuances of leveraged versus non-leveraged ESOPs and the initial and ongoing accounting for ESOP shares\, including the related impact on financial statement footnote disclosures. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe the accounting for the initial purchase of ESOP shares\, including how these types of transactions are recorded and reported.\n\n\n\nDifferentiate common types of internal loans used in ESOPs and summarize their accounting treatment.\n\n\n\nExplain how other contributions and S-corporation distributions are accounted for and their impact on the company’s financial statements.\n\n\n\nIdentify required footnote disclosures and how they affect the financial statements.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/understanding-plan-sponsor-esop-accounting-basics/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260603T234934
CREATED:20260509T163639Z
LAST-MODIFIED:20260509T163644Z
UID:10011095-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Agents\, AI\, and Automation: Two Controller’s’ Firsthand Lessons
DESCRIPTION:After a two-week vacation\, the transaction backlog dread sets in for Skool’s Financial Controller\, James Agius. Fortunately\, accounting agents had handled 97% of the coding\, categorization\, and syncing to the books while he was completely offline\, leaving him 67 to review of the initial 2\,000-plus.  \n\n\n\nThis experience shows what’s possible for finance teams today. Innovative\, purpose-built tools and intelligent automation that eliminates busy work\, and empowers controllers\, accountants\, and finance professionals to make contributions that directly improve decision-making and boost margins.  \n\n\n\nIn this chat between Skool and Ramp’s controllers\, they’ll share their firsthand lessons from utilizing agents\, AI\, and automation\, including: – What modern finance is capable of for AP\, AR\, FP&A\, and more – What manual work can be eliminated with tools and automation – How to automate finance administrative tasks – Where Skool & Ramp’s newfound time is being spent  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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 web site: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/agents-ai-and-automation-two-controllers-firsthand-lessons/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260603T234934
CREATED:20260515T195806Z
LAST-MODIFIED:20260515T195811Z
UID:10011106-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Building future-ready private company boards
DESCRIPTION:Key takeaways \n\n\n\nPrivate company boards are entering a new era—one demanding sharp strategy\, broad expertise\, and a future-focused mindset. This webcast explores what it means to build smart boards\, from board structure and composition to artificial intelligence and risk oversight. We’ll discuss: \n\n\n\nHow private company boards can stay agile while strengthening governance \n\n\n\nHow governance fundamentals can help boards keep pace as emerging technology and a dynamic business environment redefine agendas\, reporting\, and director expectations \n\n\n\nHow boards can move from monitoring risk to building resilience
URL:https://www.freelivecpe.com/event/building-future-ready-private-company-boards/
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:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260603T234934
CREATED:20260516T140847Z
LAST-MODIFIED:20260516T140853Z
UID:10011147-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Build a Strong Financial Foundation
DESCRIPTION:Profit isn’t cash — and confusing the two can quietly derail growth. Strong organizations rely on timely financial information to run the business with confidence. \n\n\n\nJoin our complimentary webinar as CLA Client Accounting and Advisory Services professionals break down the financial fundamentals leaders need to operate day to day. Learn about common accounting pitfalls\, profit versus cash flow\, and how a weak operational finance foundation could hold your organization back. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nDescribe the foundational elements needed to bring financial clarity in an organization.\n\n\n\nIdentify the characteristics of a strong operational accounting foundation\, including core processes and controls that support accurate reporting.\n\n\n\nIdentify the differences between profit and cash flow and explain common misunderstandings leaders have when interpreting each.\n\n\n\nRecognize key warning signs that indicate underlying finance and accounting issues may be constraining profitability and growth.\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for business owners\, CEOs\, CFOs\, controllers\, executive directors\, and operational leaders who want clearer financial information\, stronger processes\, and better decisions. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com.  \n\n\n\nPart of the Finance That Fuels Growth webinar series\n\n\n\nThree webinars designed around the different stages leaders face as their organizations grow — from financial fundamentals to reporting insight to strategy. \n\n\n\nView the Full Series \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/build-a-strong-financial-foundation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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