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DTSTART;TZID=America/New_York:20260714T110000
DTEND;TZID=America/New_York:20260714T120000
DTSTAMP:20260620T123115Z
CREATED:20260620T123110Z
LAST-MODIFIED:20260620T123115Z
UID:10011284-1784026800-1784030400@www.freelivecpe.com
SUMMARY:Margin Analysis: Turning Data Into a Program Strategy
DESCRIPTION:This webinar will provide a practical introduction to margin analysis for academic programs\, with a focus on how institutions can use data to inform strategic decision making and strengthen financial sustainability. Explore how revenue\, direct expenses\, and indirect costs interact at the program and course levels\, and how these dynamics can reveal efficiency opportunities and areas for targeted investment. Drawing on real-world higher education use cases\, this session will highlight how margin analysis can support more transparent\, consistent\, and mission-aligned program evaluation processes. \n\n\n\nThe session will also demonstrate how the Program Economic Analysis (PEA) tool from Forvis Mazars can be used to operationalize margin analysis through interactive dashboards and integration into program assessment processes. In addition\, see how PEA helps enable users to examine margins by program and course\, analyze enrollment and cost drivers\, and drill down into key performance indicators to identify actionable insights. By the end of the session\, participants will better understand how to “follow the data” and translate financial insights into academic and operational strategies. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDescribe the core components of academic program margin analysis\, including revenue\, direct costs\, and indirect expense allocation.\n\n\n\nUse margin analysis to identify high- and low-margin programs and understand key performance drivers.\n\n\n\nApply margin insights to inform strategic decisions related to program portfolio management\, resource allocation\, and operational improvements.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (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. \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/margin-analysis-turning-data-into-a-program-strategy/
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:20260714T120000
DTEND;TZID=America/New_York:20260714T130000
DTSTAMP:20260711T144430Z
CREATED:20260605T225838Z
LAST-MODIFIED:20260711T144430Z
UID:10011250-1784030400-1784034000@www.freelivecpe.com
SUMMARY:Accounting Method Developments
DESCRIPTION:Event Overview\n\n\n\nTimely reporting of income and expenses can generate valuable cash savings and prevent potential conflict with the IRS. The IRS has released new guidance that provides significant accounting method opportunities for taxpayers. Join us as we explore recent developments in accounting methods and periods and learn how you can make the most of your revenue and expense recognition methods. \n\n\n\nCPE Information:  \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Taxes \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/accounting-method-developments-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T120000
DTEND;TZID=America/New_York:20260714T130000
DTSTAMP:20260628T121835Z
CREATED:20260628T121828Z
LAST-MODIFIED:20260628T121835Z
UID:10011331-1784030400-1784034000@www.freelivecpe.com
SUMMARY:AI Readiness Blueprint
DESCRIPTION:Every finance leader is being asked to do more with less\, and to show proof that AI investments are working. Forrester’s Total Economic Impact study of FloQast gives you exactly that. In this session\, we’re walking through the methodology\, the numbers\, and what they mean for teams like yours. \n\n\n\n275% ROI. $2.8M in benefits. Payback in under 6 months. These aren’t projections — they’re the results Forrester documented from interviews with real FloQast customers. \n\n\n\nJoin FloQast and guest speaker Forrester TEI consultant Sarah Lervold for a guided walkthrough of the study\, the customer stories behind the data\, and a practical framework for building your own AI business case. \n\n\n\nWhat You’ll Learn: \n\n\n\nRepeatable AI frameworks: How to build your own AI business case using the TEI framework‍ \n\n\n\nHow Forrester calculates Total Economic Impact: Hear why the methodology matters when presenting to leadership \n\n\n\nThe three quantified benefit areas: Details behind $1.2M in preparer time savings\, $429K in reviewer efficiency gains\, and $1.1M in audit cost reduction \n\n\n\nWhat real customers say:  How they’re going from 12-day close cycles to 5  \n\n\n\nUpskilling accountants:  How FloQast’s AI and agents prepare accountants for the modern job market \n\n\n\nFloQast 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. All of FloQast’s webinars are free of charge. For more information regarding our compliance and program cancellation policies\, please contact us at info@floqast.com.
URL:https://www.freelivecpe.com/event/ai-readiness-blueprint/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260604T215159Z
CREATED:20260604T215155Z
LAST-MODIFIED:20260604T215159Z
UID:10011248-1784034000-1784037600@www.freelivecpe.com
SUMMARY:Navigating state tax implications for REITs
DESCRIPTION:This webcast will examine the state and local tax treatment of real estate investment trusts (REITs)\, addressing the technical complexities with practical approaches. We will go through common pitfalls with REIT state income tax reporting: dividends-paid-deduction mechanics\, net operating loss (NOL) utilization and combined reporting regimes. As we delve into more advanced considerations\, we will discuss transaction and transfer-tax obligations\, emerging legislative developments\, and critical 2025 filing season considerations. \n\n\n\nThe following topics will be discussed: \n\n\n\n\nREIT basic concepts for state and local taxation\n\n\n\nDividends-paid-deduction complexities\n\n\n\nNOL utilization considerations\n\n\n\nCombined reporting requirements\n\n\n\nTransaction and transfer-tax considerations\n\n\n\nState legislative updates impacting REITs\n\n\n\nFiling season reminders for tax year 2025\n\n\n\n\nLearning objectives \n\n\n\nDescribe state & local tax considerations for REITs\, including practical tax approaches\, reporting requirements and recent relevant legislative developments. \n\n\n\nPanelists\n\n\n\n\nJoe Betesh\, Senior Manager\, State & Local Tax\, Ernst & Young LLP\n\n\n\nStuti Grover\, Partner\, State & Local Tax\, Ernst & Young LLP\n\n\n\nJohn Kort\, Senior Manager\, State & Local Tax\, Ernst & Young LLP\n\n\n\nMatt Sutterlin\, Senior Manager\, State & Local Tax\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nAmy McLocklin\, Partner\, State & Local Tax\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \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/navigating-state-tax-implications-for-reits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260613T172447Z
CREATED:20260613T172442Z
LAST-MODIFIED:20260613T172447Z
UID:10011274-1784034000-1784037600@www.freelivecpe.com
SUMMARY:Rethinking the Physician Executive: How Role Design\, Compensation\, and Development Drive Recruitment and Retention
DESCRIPTION:As medical groups navigate mounting operational pressures\, shifting care models\, and intensifying competition for top clinical talent\, the demand for effective physician leaders continues to grow. Physician executives are being asked to drive strategy\, lead teams\, manage financial performance\, and engage their provider colleagues — often without clear authority\, adequate preparation\, or compensation models that reflect the scope of their contribution. The result is a growing misalignment between what organizations expect and what they have actually built. This gap is especially pronounced for physicians navigating the transition from clinical practice into executive roles. \n\n\n\nDrawing on national data and real-world experience\, panelists will examine how the needs of physician executives have evolved\, where organizations are falling short\, and what leading groups are doing differently across these key areas: role design\, dyad and triad leadership structures\, compensation models\, leadership development\, and recruitment and retention. If you are building or evaluating your leadership infrastructure\, this session offers practical\, actionable frameworks you can apply regardless of your organization’s size or stage. \n\n\n\nThis 60-minute webinar will provide you with the knowledge to: \n\n\n\n\nAssess the key components of physician executive role design — including scope of authority\, dyad and triad leadership structures\, and accountability models — and the gaps within your organization\n\n\n\nCompare your physician executive compensation approach against MGMA national benchmarks and identify opportunities to better align pay with the evolving scope of leadership responsibilities\n\n\n\nEvaluate factors that drive recruitment and retention challenges for physician executives\, including competency fit\, the clinician-to-executive transition\, and the role of leadership development in reducing misalignment and turnover\n\n\n\n\nBrought to you by Jackson Physician Search
URL:https://www.freelivecpe.com/event/rethinking-the-physician-executive-how-role-design-compensation-and-development-drive-recruitment-and-retention/
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:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260621T001519Z
CREATED:20260621T001511Z
LAST-MODIFIED:20260621T001519Z
UID:10011301-1784034000-1784037600@www.freelivecpe.com
SUMMARY:The FP&A Tool Landscape in the AI Era
DESCRIPTION:The FP&A software market has never moved faster — or felt more overwhelming. Excel agents\, AI agent layers\, planning platforms\, large language models (LLMs)\, and “vibe coding” (building working applications by describing them to AI in plain language) are all arriving at once\, and it’s hard to know where to start. \n\n\n\nThis session cuts through the noise with a practical map of the marketplace and a clear-eyed look at what the AI shift actually means for finance teams. We’ll weigh the trends reshaping how finance works — vibe coding\, Excel agents\, and agentic AI — against the real risks that come with them: maintaining vibe-coded applications\, model errors\, ungoverned outputs\, and the illusion of accuracy at speed. \n\n\n\nLearning Objectives: \n\n\n\n\nMap the FP&A tool marketplace and build a framework for judging where each category fits your team\n\n\n\nEvaluate vibe coding\, Excel agents\, and agentic AI on both opportunity and risk\n\n\n\nDecide when to build your own AI intelligence layer versus buy software to manage it\n\n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/the-fpa-tool-landscape-in-the-ai-era/
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:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260626T210315Z
CREATED:20260626T210304Z
LAST-MODIFIED:20260626T210315Z
UID:10011310-1784034000-1784037600@www.freelivecpe.com
SUMMARY:Audit\, controls\, and regulatory evolution
DESCRIPTION:Key takeaways \n\n\n\nAs finance organizations adopt artificial intelligence (AI)\, automation\, and other emerging technologies\, expectations around risk\, controls\, and regulations are evolving just as quickly. We’ll discuss: \n\n\n\nGaining insights to stay ahead of change and make informed technology decisions \n\n\n\nPractical approaches to Internal Control over Financial Reporting (ICFR) considerations
URL:https://www.freelivecpe.com/event/audit-controls-and-regulatory-evolution/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260711T144111Z
CREATED:20260711T144104Z
LAST-MODIFIED:20260711T144111Z
UID:10011367-1784034000-1784037600@www.freelivecpe.com
SUMMARY:Preparing for New Off-Campus HOPD Requirements
DESCRIPTION:Significant regulatory changes are reshaping compliance expectations for hospital outpatient operations\, particularly for off-campus hospital outpatient departments (HOPDs). New provider-based attestation requirements under the Consolidated Appropriations Act (CAA 2026)\, combined with emerging commercial payer transparency initiatives\, are increasing the complexity of enrollment\, billing\, documentation\, and operational alignment for healthcare organizations. \n\n\n\nThis webcast will provide healthcare finance\, compliance\, revenue cycle\, and operational leaders with an overview of evolving requirements affecting off-campus HOPDs\, along with practical considerations for preparing organizations ahead of implementation deadlines. Participants will explore provider-based compliance requirements\, location-specific identification strategies\, billing implications\, and approaches for strengthening governance and operational readiness. \n\n\n\nAttendees will gain insight into common organizational gaps and discuss strategies to align compliance\, enrollment\, revenue cycle\, and operational processes to support future regulatory requirements. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\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/preparing-for-new-off-campus-hopd-requirements/
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:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260711T170329Z
CREATED:20260711T170321Z
LAST-MODIFIED:20260711T170329Z
UID:10011375-1784034000-1784037600@www.freelivecpe.com
SUMMARY:OBBBA one year later: Key updates and planning insights for 2026 and beyond
DESCRIPTION:One year after the OBBBA went into effect\, its implications and opportunities are evident. In this session\, Sikich experts will unpack what’s changed\, what’s still evolving and what you can do now to optimize your tax return and plan for 2026. \n\n\n\nThis webinar will cover:  \n\n\n\n\nRecent OBBBA guidance and its impact on businesses and individuals \n\n\n\nNew developments and updates related to certain business provisions  \n\n\n\nOBBBA provisions impacting individual taxpayers such as § 1202 planning\, Trump accounts and charitable contribution changes \n\n\n\nFederal and State of Illinois estate tax planning including recent developments \n\n\n\nPractical planning steps to leverage opportunities for both 2025 and 2026\n\n\n\n\nFrom business tax strategies to individual impacts and estate considerations\, you’ll gain timely insights to keep your organization and personal planning ahead of the curve. 
URL:https://www.freelivecpe.com/event/obbba-one-year-later-key-updates-and-planning-insights-for-2026-and-beyond/
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:20260714T140000
DTEND;TZID=America/New_York:20260714T150000
DTSTAMP:20260613T175644Z
CREATED:20260613T175639Z
LAST-MODIFIED:20260613T175644Z
UID:10011276-1784037600-1784041200@www.freelivecpe.com
SUMMARY:AI in Financial Services Internal Audit: Using and Auditing AI
DESCRIPTION:Artificial intelligence is increasingly embedded in regulated financial services processes\, including credit decisioning\, fraud detection\, AML monitoring\, customer interactions\, and forecasting. \n\n\n\nThis session explores how internal audit functions can responsibly leverage AI to enhance audit planning\, fieldwork\, and continuous auditing\, while also adapting audit methodology to effectively assess AI driven risks. \n\n\n\nParticipants will gain practical insight into AI governance\, model and data risks\, regulatory expectations\, and evidence considerations necessary to audit AI enabled processes in a financial services environment. \n\n\n\nLearning objectives:\n\n\n\n\nIdentify practical and compliant use cases for artificial intelligence within the internal audit function\, including audit planning\, fieldwork efficiency\, and continuous auditing\, while maintaining professional judgment and audit quality\n\n\n\nRecall key AI-related risks and governance considerations in financial services\, including model risk\, data quality\, explainability\, third-party risk\, and regulatory compliance\n\n\n\nIdentify how to apply a structured audit approach to AI-enabled and AI-influenced processes\, incorporating lifecycle controls\, monitoring evidence\, and accountability into audit scoping and testing\n\n\n\nDiscuss the differences between acceptable AI-assisted audit activities and prohibited uses of AI as audit evidence\, keeping audit conclusions defensible to regulators and external reviewers\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for internal auditors\, executive management\, and finance and operations personnel. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. \n\n\n\nFill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, Information TechnologyPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/ai-in-financial-services-internal-audit-using-and-auditing-ai/
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:20260714T140000
DTEND;TZID=America/New_York:20260714T150000
DTSTAMP:20260711T145430Z
CREATED:20260711T145423Z
LAST-MODIFIED:20260711T145430Z
UID:10011368-1784037600-1784041200@www.freelivecpe.com
SUMMARY:Compliance: Your hidden superpower
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nCompliance is required—but it’s also one of the most underused tools organizations have to build fairness\, trust\, and reliability at work. Because compliance requires attention\, budget\, and accountability\, it can serve as a powerful foundation for culture—not just for risk management. \n\n\n\nJoin us as we approach compliance as a collection of organizational superpowers rooted in fairness\, clarity\, care\, confidence\, and well-being. Learn how required legal obligations can be used to create consistency\, transparency\, and trust—helping people feel seen\, valued\, and supported while strengthening the business\, including: \n\n\n\n\nWhy compliance is a strategic advantage in today’s changing legal environment\n\n\n\nNondiscrimination and fairness as the foundation for trust\, safety\, and engagement\n\n\n\nPay equity\, pay transparency\, and wage & hour compliance as drivers of clarity and reliability\n\n\n\nHealth\, safety\, benefits\, and well-being as signals of what organizations truly value\n\n\n\nData privacy and artificial intelligence (AI) use as trust‑building practices—not just risk controls\n\n\n\nHow to build on compliance requirements to enhance larger culture and business initiatives\n\n\n\n\nJoin us today! \n\n\n\nPending approval for 1 HRCI\, 1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/compliance-your-hidden-superpower/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T150000
DTEND;TZID=America/New_York:20260714T160000
DTSTAMP:20260613T145232Z
CREATED:20260613T145218Z
LAST-MODIFIED:20260613T145232Z
UID:10011266-1784041200-1784044800@www.freelivecpe.com
SUMMARY:Manufacturing Modernization: Workforce Transformation
DESCRIPTION:As manufacturers navigate generational differences and evolving skill requirements\, the industry faces a dual reality. An aging workforce is nearing retirement\, often taking critical institutional knowledge with them\, while organizations face a growing need for employees fluent in data\, digital systems\, artificial intelligence (AI)\, and automation. Join Forvis Mazars as we discuss the critical need for manufacturers to upskill their workforce and equip future workers for high-skill\, tech-enabled roles in this era of digital transformation. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDiscuss the challenges and opportunities organizations face as they adapt to changing skill requirements.\n\n\n\nRecognize the importance of human judgment to define problems\, validate outputs\, and scale solutions in the technological processes while accelerating innovation.\n\n\n\nDescribe steps leaders can take to prepare their workforce for an AI-driven future while managing risk and change responsibly.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Business Management and Organization 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/manufacturing-modernization-workforce-transformation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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