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DTSTART;TZID=America/New_York:20260728T060000
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DTSTAMP:20260627T132040Z
CREATED:20260627T132030Z
LAST-MODIFIED:20260627T132040Z
UID:10011322-1785218400-1785222000@www.freelivecpe.com
SUMMARY:Why AI governance is the foundation of secure MCP adoption
DESCRIPTION:Description: \n\n\n\nMCP (model context protocol) is rapidly emerging as the standard for connecting AI systems with enterprise data and business processes. However\, many organisations focus on technology before addressing a more fundamental challenge: governance readiness. \n\n\n\nSuccessful MCP adoption depends on more than secure architecture and technical controls. It requires clear ownership\, cross-functional accountability\, trusted data sources\, auditability\, and governance structures capable of supporting AI-enabled decision-making across the enterprise. \n\n\n\nThis session explores how organisations can move from fragmented governance ecosystems (where risk\, compliance\, audit\, legal\, quality\, and security operate in silos) toward a shared organisational context that enables responsible and scalable AI adoption. \n\n\n\nDrawing on practical governance experience and research into governance under uncertainty\, the session highlights common governance pitfalls that can undermine AI initiatives\, including accountability gaps\, siloed decision-making\, and symbolic governance practices. \n\n\n\nAttendees will leave with a practical framework for assessing governance readiness\, aligning key stakeholders\, and establishing the governance foundations that transform MCP from a technical implementation into a strategic business capability. \n\n\n\nLearning objectives:  \n\n\n\n\nAssess your organisation’s MCP-readiness across ownership\, accountability\, auditability\, and policy frameworks.\n\n\n\nIdentify governance fragmentation risks that can undermine AI-enabled decision-making and MCP initiatives.\n\n\n\nBuild a practical roadmap for creating shared organisational context and cross-functional governance alignment.\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: Management Services \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/why-ai-governance-is-the-foundation-of-secure-mcp-adoption/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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DTSTART;TZID=America/New_York:20260728T110000
DTEND;TZID=America/New_York:20260728T120000
DTSTAMP:20260531T171953Z
CREATED:20260531T171949Z
LAST-MODIFIED:20260531T171953Z
UID:10011229-1785236400-1785240000@www.freelivecpe.com
SUMMARY:2026 Tax Break Summer Series
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters.   \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.  \n\n\n\nLearning objectives:      \n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.  \n\n\n\n\n\nIdentify current trends in state tax audits. \n\n\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nAnticipated CPE : 1 credit\, Tax \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/2026-tax-break-summer-series/2026-07-28/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T110000
DTEND;TZID=America/New_York:20260728T120000
DTSTAMP:20260704T162406Z
CREATED:20260704T162359Z
LAST-MODIFIED:20260704T162406Z
UID:10011347-1785236400-1785240000@www.freelivecpe.com
SUMMARY:Crowe ExPErtise Webinar Series: Performance Improvement Strategies for Portfolio Growth
DESCRIPTION:Event details\n\n\n\nPrivate equity firms and portfolio company leaders continue to navigate a challenging operating environment. While economic indicators show mixed performance\, expectations for growth\, profitability\, and value creation remain high. At the same time\, organizations face ongoing pressure from rising costs\, margin compression\, labor constraints\, supply chain complexities\, and increasing customer expectations for service and delivery. \n\n\n\nJoin us Tuesday\, July 28\, for the next Crowe ExPErtise Series webinar focused on performance improvement strategies that can help private equity firms and portfolio companies identify opportunities for operational and financial improvement. Whether you are responsible for portfolio oversight\, operational leadership\, finance\, or business strategy\, this session can help you better understand the performance improvement opportunities available within your organization.  \n\n\n\nAttendees will receive practical approaches to better understand where performance challenges exist and how they can prioritize actions that support business objectives. The webinar also will examine how leading organizations use data and key performance indicators to identify trends\, monitor performance\, and drive actions to support continuous improvement efforts.  \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nIdentify areas within an organization where margin compression can affect operational and financial performance\n\n\n\nAnalyze performance improvement levers that can support operational efficiency and profitability\n\n\n\nEvaluate key performance measurements that can provide insight into business outcomes and operational effectiveness\n\n\n\nDetermine near-term actions that can help address performance challenges and support organizational objectives\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Basic \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Management services \n\n\n\nThis session is recommended for 1.0 hour of CPE credit. Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/crowe-expertise-webinar-series-performance-improvement-strategies-for-portfolio-growth/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T110000
DTEND;TZID=America/New_York:20260728T120000
DTSTAMP:20260719T204511Z
CREATED:20260719T204504Z
LAST-MODIFIED:20260719T204511Z
UID:10011394-1785236400-1785240000@www.freelivecpe.com
SUMMARY:From Tax Question to Tax Strategy: Turning Everyday Client Conversations into Advisory Opportunities
DESCRIPTION:Description\n\n\n\nMost advisory engagements don’t begin with a client asking for advisory services; they begin with a seemingly simple tax question.In this session\, Randy Hughes\, CPA\, demonstrates how firms can uncover planning opportunities hidden within everyday client conversations and transform routine compliance discussions into higher-value advisory engagements. \n\n\n\nUsing a real client case study that began with a question about making a Q2 estimated tax payment\, Randy walks through how the engagement evolved into a comprehensive review of a Schedule C business owner with related real estate activities\, projected income\, and cash flow concerns. What started as a routine tax question ultimately revealed multiple planning opportunities and potential five-figure tax savings. \n\n\n\nLearning ObjectivesUpon completion of this course\, participants will be able to: \n\n\n\n\nIdentify advisory opportunities embedded within routine client tax conversations\n\n\n\nApply a practical framework for asking better discovery questions that expand client engagements\n\n\n\nEvaluate tax planning scenarios for Schedule C business owners with related real estate activities\n\n\n\nLeverage technology tools\, including QuickBooks Online\, ProConnect Tax\, and Intuit Tax Advisor\, to organize client information and model planning scenarios\n\n\n\nReinforce the role of professional judgment and technical tax expertise throughout the advisory process\n\n\n\n\nProgram level: BasicPrerequisites: NoneAdvanced preparation: NoneDelivery method: Group Internet BasedField of study: TaxesCPE Credits: 1CE Credits: 1IRS course number: NESGF-U-00230-26-O \n\n\n\nIntuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/from-tax-question-to-tax-strategy-turning-everyday-client-conversations-into-advisory-opportunities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T110000
DTEND;TZID=America/New_York:20260728T123000
DTSTAMP:20260711T131448Z
CREATED:20260711T131419Z
LAST-MODIFIED:20260711T131448Z
UID:10011359-1785236400-1785241800@www.freelivecpe.com
SUMMARY:Navigating the SEC's ICFR Filer Proposal
DESCRIPTION:Webcast overview\n\n\n\nOne of the most pressing topics for organizations today is understanding the potential impact of the SEC’s proposed rule changes to filer classifications and what it means for the future of SOX 404(b) compliance. \n\n\n\nIn this special 90-minute installment of the Future of SOX webcast series\, Charles King\, KPMG AI and Technology Leader\, Mamta Soni\, KPMG DPP Audit partner and Subash Samuels\, KPMG Principal\, Internal Audit & Controls\, will focus on the SEC’s ICFR filer proposal. We will provide practical guidance on evaluating how these proposed changes might impact your organization’s SOX compliance program. The session will explore how to appropriately scale internal control testing\, manage stakeholder expectations\, and maintain a robust and valuable ICFR framework—even if an independent auditor attestation is no longer mandated. \n\n\n\nLearning Objectives: \n\n\n\nWe will provide practical guidance on evaluating how these proposed changes might impact your organization’s SOX compliance program. The session will explore how to appropriately scale internal control testing\, manage stakeholder expectations\, and maintain a robust and valuable ICFR framework—event \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-Based.Target Audience: C-level executives\, VPs and SVPsField(s) of Study: Management Services (Advisory Services) – 44The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code VHNSR8468RY.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\nKPMG 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 addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/navigating-the-secs-icfr-filer-proposal/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260620T124837Z
CREATED:20260620T124832Z
LAST-MODIFIED:20260620T124837Z
UID:10011289-1785243600-1785247200@www.freelivecpe.com
SUMMARY:Business and trade policy at the Trump Administration’s midpoint
DESCRIPTION:Over the past 18 months\, continuing shifts in trade policy have required businesses to adapt their operating models to navigate these unpredictable times. Businesses continue to face tariff uncertainty in 2026 and beyond\, ranging from ongoing trade investigations under Section 232 of the Trade Expansion Act of 1962 and Section 301 of the Trade Act of 1974 and novel use of authorities such as Section 122 of the Trade Act of 1974\, to ongoing negotiations with trading partners\, such as the United States-Mexico-Canada Agreement (USMCA) joint review. The challenges of ongoing litigation related to various tariff authorities\, as well as the duty refund process of the International Emergency Economic Powers Act (IEEPA)\, have further complicated the landscape. \n\n\n\nJoin us to gain actionable insights to help shift from reacting to trade policy changes to proactively preparing your operations to navigate uncertainty. Discover practical approaches that can help you anticipate and address evolving challenges\, making supply chains more resilient and adaptable. Learn about the latest developments in tariff and trade policy and explore ways to strengthen your business so you’re prepared to thrive in an uncertain environment. \n\n\n\nTopics to be discussed include: \n\n\n\n\nAn overview of current trade policy: ongoing Section 232 and 301 investigations\, negotiations with trading partners (including the USMCA joint review)\, and current litigation challenging tariff authorities\n\n\n\nThe U.S. Customs and Border Protection (CBP) IEEPA duty refund process and its impact on businesses\n\n\n\nWays businesses may realize operating model advantages\n\n\n\nTrade enforcement trends across CBP\n\n\n\n\nLearning objectives \n\n\n\nIdentify current trade policy\, the impact of the duty refunds on the business and how to plan for future volatility. \n\n\n\nPanelists\n\n\n\n\nSameer Anand\, EY-Parthenon Americas Supply Chain Leader\n\n\n\nLynlee Brown\, EY Global Trade Partner and US Trade Advisory Leader\, Ernst & Young LLP\n\n\n\nBlake Harden\, Senior Trade Policy Leader\, Washington Council Ernst & Young\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nAl Paul\, EY Americas Operating Model Effectiveness Leader\, Partner\, International Tax and Transaction Services\, 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 Fairfaxaffect your company’s financial situation\, determine how IRS changes could affect your organization. \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/business-and-trade-policy-at-the-trump-administrations-midpoint/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260627T184616Z
CREATED:20260627T184608Z
LAST-MODIFIED:20260627T184616Z
UID:10011328-1785243600-1785247200@www.freelivecpe.com
SUMMARY:Navigating the Opportunity Zone Transition: What IRS Notice 2026-40 Means for Investors and Developers
DESCRIPTION:Description\n\n\n\nThe Opportunity Zone (OZ) program is changing and the window to act under the existing rules is closing fast. IRS Notice 2026-40\, issued in response to the One Big Beautiful Budget Act (OBBBA)\, gives investors\, developers and fund managers the clearest picture yet of how the program evolves as the 2026 inclusion event approaches and a new compliance regime takes effect in 2027. \n\n\n\nJoin Cherry Bekaert’s OZ professionals for a practical breakdown of what this guidance means for your investments. We’ll cover the 2026 inclusion event and its impact on existing Qualified Opportunity Fund (QOF) positions\, updated working capital safe harbor thresholds\, the expanded 30% basis step-up available to rural opportunity funds\, and how structuring decisions change under the post-2026 framework. Walk away knowing exactly what to do — and what to watch — before the rules shift. \n\n\n\nBy the end of this session\, participants will be able to:  \n\n\n\n\nDescribe the key provisions of IRS Notice 2026-40 and how they impact OZ investments \n\n\n\nDistinguish between the current OZ framework and the post-2026 rules established under OBBBA\, including revised deferral mechanics and qualification standards \n\n\n\nExplain how the 2026 inclusion event affects existing QOF investments\n\n\n\nEvaluate how transitional rules impact project structuring decisions\, including development\, expansion and capital planning\n\n\n\nCompare standard and rural opportunity fund basis step-up thresholds and identify which investments qualify under each track\n\n\n\n\nWho Should Attend\n\n\n\nBuilt for real estate developers\, investors\, fund managers and tax or finance professionals navigating OZ investments or evaluating new opportunities under the evolving framework. \n\n\n\nCPE Accreditation:\n\n\n\nDelivery Method | Group Internet-basedRecommended CPE credit | Up to one hour of CPERecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None \n\n\n\nSpeaker\n\n\n\nJ. Christopher Coffman\, Partner\, FBT Gibbons
URL:https://www.freelivecpe.com/event/navigating-the-opportunity-zone-transition-what-irs-notice-2026-40-means-for-investors-and-developers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260628T122851Z
CREATED:20260628T122844Z
LAST-MODIFIED:20260628T122851Z
UID:10011335-1785243600-1785247200@www.freelivecpe.com
SUMMARY:Engaging and Elevating Your Not-for-Profit Board
DESCRIPTION:Effective nonprofit governance begins with a knowledgeable and engaged board. This session explores the strategic\, legal\, and fiduciary responsibilities of board members\, with a focus on essential policies\, financial oversight\, and accountability structures. Participants will examine the critical role of “tone at the top” in shaping organizational culture\, ethics\, and performance. Through practical frameworks and examples\, presenters will outline actionable strategies to strengthen board engagement\, improve meeting effectiveness\, and enhance oversight. Attendees will also gain insight into best practices for recruiting\, developing\, and retaining high-performing board members to support long-term mission success and transparency. \n\n\n\nPresenters\n\n\n\nManda Dinkel\, CPA\, CGMA\, Managing Director\, CBIZ Advisors\, LLCBrent A. Wilson\, Lead Managing Director\, CBIZ Advisors\, LLC
URL:https://www.freelivecpe.com/event/engaging-and-elevating-your-not-for-profit-board/
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:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260704T171530Z
CREATED:20260704T171524Z
LAST-MODIFIED:20260704T171530Z
UID:10011353-1785243600-1785247200@www.freelivecpe.com
SUMMARY:Healthcare Has Normalized Broken Workflows: How High-Performing Practices Are Redefining What’s Possible
DESCRIPTION:Ambulatory healthcare organizations have spent years adapting to rising administrative burden\, disconnected technology\, staffing shortages and operational inefficiencies. Over time\, many of these challenges have been accepted as “the way healthcare works” — even when they drain capacity\, increase costs and make it harder for providers and staff to do their best work. \n\n\n\nThis session examines the operational and financial costs of normalized inefficiency and the ways leading ambulatory organizations are rethinking how work gets done. Through industry insights\, customer examples and practical strategies\, attendees will explore how clinical\, operational and financial workflows affect one another — and how AI\, workflow automation and better technology alignment can help practices reduce friction\, reclaim time and improve performance without simply adding staff. The session will also offer five executive-level questions leaders can use to evaluate where their organizations are today and where meaningful change may be possible. \n\n\n\nThis 60-minute webinar will provide you with the knowledge to: \n\n\n\nPrepare executive-level questions and next steps to evaluate opportunities for improvement within their own organizations \n\n\n\nAnalyze the operational and financial effects of inefficient or disconnected workflows across ambulatory practices \n\n\n\nExamine how high-performing organizations use workflow redesign\, automation and technology alignment to reduce friction and improve capacity \n\n\n\nBrought to you by NextGen Healthcare
URL:https://www.freelivecpe.com/event/healthcare-has-normalized-broken-workflows-how-high-performing-practices-are-redefining-whats-possible/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260725T164936Z
CREATED:20260725T164929Z
LAST-MODIFIED:20260725T164936Z
UID:10011427-1785243600-1785247200@www.freelivecpe.com
SUMMARY:One Big Beautiful Bill Act: Key provisions and planning strategies for tax year 2026
DESCRIPTION:Description\n\n\n\nThis webinar provides professional accountants with an essential guide to the key provisions of the One Big Beautiful Bill Act (OBBBA) taking effect in tax year 2026\, along with clarifications on changes that began in tax year 2025. Attendees will leave with actionable strategic planning tips to help clients navigate OBBBA compliance with confidence. \n\n\n\nBy attending this webinar\, you will be able to: \n\n\n\n\nIdentify the critical provisions of the One Big Beautiful Bill Act scheduled to take effect in tax year 2026\n\n\n\nDistinguish between changes effective in tax year 2025 versus tax year 2026 to ensure accurate client guidance\n\n\n\nApply strategic tax planning techniques to help clients achieve compliance under the OBBBA\n\n\n\nRecognize the planning opportunities and risk areas created by the new legislative framework\n\n\n\nCommunicate key OBBBA changes to clients in a clear and actionable way\n\n\n\n\nWho Should Attend:CPAs\, Enrolled Agents\, and tax professionals advising individual or business clients on federal tax compliance and planning for tax year 2026.Prerequisites: Basic understanding of federal tax law and prior-year individual or business return preparationAdvanced Preparation: NoneDelivery Method: Group Internet BasedField of Study: Taxes – TechnicalCourse Length: 60 MinutesCourse Level: IntermediateCPE: 1CE: 1IRS Course Number: NESGF-U-00231-26-OField of Study: Business Management & Organization – Non-Technical \n\n\n\nIntuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/one-big-beautiful-bill-act-key-provisions-and-planning-strategies-for-tax-year-2026-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T140000
DTEND;TZID=America/New_York:20260728T150000
DTSTAMP:20260627T173712Z
CREATED:20260627T173704Z
LAST-MODIFIED:20260627T173712Z
UID:10011326-1785247200-1785250800@www.freelivecpe.com
SUMMARY:How to Deploy AI for Results: CFO and Controller Panel Discussion
DESCRIPTION:A recent survey of senior Finance\, Tax\, and Accounting executives confirms what many Controllers and CFOs already sense: 67% have AI pilots underway\, but only 6% report enterprise-wide maturity. The gap between experimentation and measurable outcomes isn’t a technology problem. It’s a data\, governance\, and organizational readiness problem — and it’s widening.  \n\n\n\nJoin a candid panel of peers featuring a CFO and Controller (TBA)\, and Prophix VP of Product Marketing Chris Porter for a practical conversation on how finance leaders are moving past the noise — and turning AI pilots into measurable results.  \n\n\n\nThe panel will tackle the questions like where does AI truly belong in the finance stack — inside your ERP\, your CPM platform\, or a standalone productivity tool? What separates AI that’s proven from new\, un-tested AI? And how do you build a path toward autonomous finance. \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended 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/how-to-deploy-ai-for-results-cfo-and-controller-panel-discussion/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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DTSTART;TZID=America/New_York:20260728T140000
DTEND;TZID=America/New_York:20260728T150000
DTSTAMP:20260711T150335Z
CREATED:20260711T150328Z
LAST-MODIFIED:20260711T150335Z
UID:10011370-1785247200-1785250800@www.freelivecpe.com
SUMMARY:The 2026 Change Mandate: Leading Transformation with People\, Governed AI\, and Measurable Impact
DESCRIPTION:About this Event:\n\n\n\nHow are you thinking about transformation? Not as a roadmap\, but as a leadership practice. \n\n\n\nChange isn’t coming. It’s here\, and it’s constant. The leaders who are winning aren’t the ones who saw it first. They’re the ones who figured out how to land it\, sustain it\, and bring their teams with them. \n\n\n\nJoin Mandi McReynolds alongside executives from RYAM for an honest conversation about what transformation looks like inside organizations that have been through it. Together\, they explore what it takes to build a culture of adaptability\, govern AI with confidence\, and lead change that outlasts the moment that sparked it. \n\n\n\nAfter this webinar\, you will be able to: \n\n\n\n\nModel a culture of adaptability as a competitive business skill\, building a resilient\, human-led organization rather than another change initiative\n\n\n\nDefine where human judgment stays in the loop on AI-assisted decisions\, and govern AI-generated outputs with trusted data you can stand behind\n\n\n\nDevelop transformation that delivers measurable outcomes for your organization and the people doing the work change that outlasts the moment that sparked it \n\n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/the-2026-change-mandate-leading-transformation-with-people-governed-ai-and-measurable-impact/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20260728T140000
DTEND;TZID=America/New_York:20260728T150000
DTSTAMP:20260725T164725Z
CREATED:20260725T164718Z
LAST-MODIFIED:20260725T164725Z
UID:10011426-1785247200-1785250800@www.freelivecpe.com
SUMMARY:Successfully scale with purpose: A road map
DESCRIPTION:Description\n\n\n\nMany firm owners encounter scaling plateaus as their organizations grow\, often between 8–20 employees. Systems that worked earlier may no longer support complexity\, reducing efficiency and straining teams.From the Amazon best-selling authors of Scale with Purpose\, Jason Blumer and Ian Vacin will walk through frameworks and calculations designed to help firms address scaling challenges.This course examines capacity planning and organizational design using structured approaches beyond traditional metrics like billable hours. Participants will explore methods to measure output\, align roles\, and support sustainable growth in modern work environments. \n\n\n\nLearning ObjectivesBy the end of this session\, attendees will be able to: \n\n\n\n\nEvaluate how and when to add additional firm scaffolding using the Service\n\n\n\nOrganization Strata List the 7 revenue planning considerations and how they impact your firm’s capacity\n\n\n\nCalculate true human capacity using the M.E.L.T framework (Mind\, Emotions\, Location\, Time) to factor in real-world productivity influences\n\n\n\nDetermine Revenue Devoted Hours (RDH) by applying M.E.L.T discount scores and role-based assignments for accurate capacity planning\n\n\n\nApply Capacity Value Triads to align team members across leadership\, management\, senior\, and team levels for optimal productivity and revenue contribution\n\n\n\n\nWho Should Attend?Accounting professionals\, firm owners\, partners\, and operations leadersPrerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0 \n\n\n\nIntuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/successfully-scale-with-purpose-a-road-map/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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