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DTSTART;TZID=America/New_York:20260812T120000
DTEND;TZID=America/New_York:20260812T130000
DTSTAMP:20260711T134623Z
CREATED:20260711T134616Z
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UID:10011364-1786536000-1786539600@www.freelivecpe.com
SUMMARY:Unlocking R&D Credit Value Through AI & Data Transformation
DESCRIPTION:Explore how artificial intelligence (AI) and data transformation can support efforts to drive new research and development (R&D) tax credit benefits\, reduce disruption\, and advance future-ready tax processes. This session will highlight how to identify eligible AI-related activities and costs while leveraging existing data and documentation to help build a more sustainable credit position. We’ll also cover practical approaches to data and AI readiness and share real-world examples of how data transformation is being applied across tax and R&D processes. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nIdentify R&D tax credit-eligible activities and costs associated with AI investments.\n\n\n\nDiscuss how leveraging AI and existing data and documentation can help reduce disruption and strengthen R&D tax credit sustainability.\n\n\n\nOutline a modern approach to data and AI readiness\, including best practices and design tenets.\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 Taxes 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/unlocking-rd-credit-value-through-ai-data-transformation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260627T131440Z
CREATED:20260627T131432Z
LAST-MODIFIED:20260627T131440Z
UID:10011320-1786539600-1786543200@www.freelivecpe.com
SUMMARY:2026 Private Funds Update
DESCRIPTION:To say asset managers are facing a volatile\, increasingly complex investment environment right now is an understatement. There are several forces at play that are impacting the asset management industry\, including shifting economic conditions\, evolving investor expectations\, technological innovation and ongoing regulatory developments. As your fund prepares for the next 6-12 months\, understanding the many different market forces impacting the industry will be critical to supporting clients and investors\, managing risk and maintaining a competitive edge in the long-term.  \n\n\n\nOn Aug. 12\, join us for our annual private funds update webinar\, founded by legacy Moss Adams and now proudly continued by Baker Tilly. Our asset management specialists will discuss the latest developments shaping the industry\, including a comprehensive market update and outlook for the next several months and insights into key trends\, challenges and opportunities that are expected to impact investment funds and their portfolio companies. This session will also examine several of the industry’s most significant emerging topics\, including valuation challenges in uncertain markets\, evolving M&A activity across the industry and noteworthy tax and retirement plan developments and legislation impacting fund managers and their investors. Attendees will gain insight into current market dynamics and actionable considerations for strategic planning and growth initiatives moving forward into the next 6-12 months. \n\n\n\nRegister now and join us for this CPE-eligible session taking place on Wednesday\, Aug. 12 from 1-2 p.m. ET.  \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/2026-private-funds-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260704T163010Z
CREATED:20260704T163002Z
LAST-MODIFIED:20260704T163010Z
UID:10011349-1786539600-1786543200@www.freelivecpe.com
SUMMARY:Pricing fundamentals for CPA firms
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nCPAs put a lot of time into billing clients\, but it doesn’t have to be that way. Pricing upfront based on the value received simplifies the billing process. It also keeps you from pricing your services too low and improves your happiness. Now is the time to break up with the billable hour\, consider alternative pricing models and productize your services to give your clients the high-value services they want. This session will examine how pricing will help you put the client first\, delighting them and your staff. By focusing on value\, you can work less and be more profitable. \n\n\n\nLearning objectives: \n\n\n\n\nWhy the billable hour doesn’t work\n\n\n\nHow price improves the client experience\n\n\n\nObstacles you’ll face when it comes to charging your worth\n\n\n\nWhy productizing puts the focus on value\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Economics technicalProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/pricing-fundamentals-for-cpa-firms/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Economics
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DTSTART;TZID=America/New_York:20260812T140000
DTEND;TZID=America/New_York:20260812T150000
DTSTAMP:20260711T150450Z
CREATED:20260711T150442Z
LAST-MODIFIED:20260711T150450Z
UID:10011371-1786543200-1786546800@www.freelivecpe.com
SUMMARY:The Tomorrow Show: The CxO of 2035
DESCRIPTION:About this Event:\n\n\n\nYou’ve heard of the Today show and The Tonight Show. Now join Workiva for The Tomorrow Show\, where your host Steve Soter asks panelists about the future of leadership in the workplace.  \n\n\n\nThe C-suite of 2035 will look nothing like the one you know today. AI agents will work alongside employees. Reporting will become agent-produced and in real time. Human judgment will be the scarcest—and most valuable—resource in the room. \n\n\n\nAre you building the skills\, the infrastructure\, and the mindset to lead in that world? \n\n\n\nHear from current and former executives and practitioners for a forward-looking conversation about what’s coming and the moves you can make now to be ready. Whether you’re sitting in the C-suite or working your way there\, this is the session that will change how you think about the next decade. \n\n\n\nTopics include: \n\n\n\n\nManaging a workforce of AI agents and people\n\n\n\nRedefining trust\, controls\, and assurance in an AI-driven organization\n\n\n\nThe emerging risks that aren’t on your radar but will be\n\n\n\n\nAfter the show\, you will be able to: \n\n\n\n\nDiscuss how data\, AI\, and assurance will evolve and influence decision-making in the next 10 years \n\n\n\nIdentify gaps across the office of the CFO that may introduce risk in the coming years\n\n\n\nDescribe how AI technology and human talent can work together \n\n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/the-tomorrow-show-the-cxo-of-2035/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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