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DTSTART;TZID=America/New_York:20250506T120000
DTEND;TZID=America/New_York:20250506T130000
DTSTAMP:20260607T170355
CREATED:20250503T163140Z
LAST-MODIFIED:20250503T163146Z
UID:10009178-1746532800-1746536400@www.freelivecpe.com
SUMMARY:Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
DESCRIPTION:Every technology implementation faces hidden risks — and too often\, state and local tax (SALT) is an afterthought. Left out until it’s too late\, SALT issues can quickly snowball into compliance gaps\, costly project delays\, client frustration\, and rework that eats away at margins. \n\n\n\nIn this CPE-eligible webinar\, industry leaders from Wipfli\, Vertex\, and CPA.com will unpack the most common mistakes firms make by excluding tax from the early stages of financial system implementations. You’ll walk away with practical\, real-world insights on how to identify red flags\, avoid project pitfalls\, and drive better outcomes for clients by embedding tax automation and expertise into the process from day one. \n\n\n\nWhether you’re a SALT specialist\, technology consultant\, or advisory leader\, this session will help you reduce risk\, boost collaboration\, and deliver smarter\, more scalable solutions. \n\n\n\nKey Takeaways: \n\n\n\nUnderstand the roles of SALT and tech teams in delivering client-ready automation \n\n\n\nRecognize common tax oversights that derail ERP and finance tech projects \n\n\n\nIdentify how and when to bring tax into the implementation process \n\n\n\nRecall real examples of firms that turned tax integration into a strategic advantage
URL:https://www.freelivecpe.com/event/hidden-costs-how-tax-gaps-derail-tech-projects-and-how-to-fix-them-fast/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250513T140000
DTEND;TZID=America/New_York:20250513T150000
DTSTAMP:20260607T170355
CREATED:20250405T144726Z
LAST-MODIFIED:20250420T141014Z
UID:10009051-1747144800-1747148400@www.freelivecpe.com
SUMMARY:Tax Season Reflections: Tips for a Smoother\, More Efficient Season
DESCRIPTION:We understand the tremendous pressure and challenges accountants face during tax season—managing heavier workloads\, complying with ever-evolving regulations and keeping clients happy. This session is here to support you\, addressing the key issues faced this tax season and offering strategies for improvement. \n\n\n\nJoin Dawn Brolin\, CPA\, CFE\, to learn ways to refine your workflow\, embrace modern technology and improve your client experience. Our goal is to provide actionable solutions that streamline your processes\, leading to a more calm and successful tax season in the future. \n\n\n\nYou’ll learn how to: \n\n\n\n\nRecognize the key challenges faced this tax season and understand the factors that contributed to them.\n\n\n\nDevelop and implement strategies to boost efficiency by making the most of technology and automation.\n\n\n\nCreate an exceptional client experience to increase satisfaction and build long-lasting relationships.\n\n\n\n\nDelivery Method: Group InternetCourse Level: BasicField of Study: Business Management & OrganizationPrerequisites: None \n\n\n\nThis course is approved for 1 CPE Credit.
URL:https://www.freelivecpe.com/event/tax-season-reflections-tips-for-a-smoother-more-efficient-season/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250515T110000
DTEND;TZID=America/New_York:20250515T120000
DTSTAMP:20260607T170355
CREATED:20250502T223129Z
LAST-MODIFIED:20250502T223135Z
UID:10009148-1747306800-1747310400@www.freelivecpe.com
SUMMARY:Role of global business services (GBS) in today’s business environment
DESCRIPTION:In today’s dynamic business environment\, the world’s largest companies are continuously evolving their service delivery models to leverage global and multifunctional approaches. Global business services (GBS) organizations are taking the driver’s seat in strategically prioritizing generative artificial intelligence and digital initiatives to drive process efficiency\, cost reduction\, and enhanced GBS customer service experience. What are the key trends that we are seeing? We’ll discuss: \n\n\n\nAdoption of global process owners \n\n\n\nPrioritization of next-gen capabilities \n\n\n\nEvolution of GBS from an efficient back office to a key business partner \n\n\n\nEmerging new destinations for GBS locations
URL:https://www.freelivecpe.com/event/role-of-global-business-services-gbs-in-todays-business-environment/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250515T130000
DTEND;TZID=America/New_York:20250515T140000
DTSTAMP:20260607T170355
CREATED:20250419T134647Z
LAST-MODIFIED:20250419T134653Z
UID:10009095-1747314000-1747317600@www.freelivecpe.com
SUMMARY:Fundraising and Development Strategies for Boards
DESCRIPTION:Engaging board members in development and fundraising is vital for the success of mission-driven organizations.  \n\n\n\nJoin us for our webcast\, Fundraising and Development Strategies for Boards. Panelists will share insights and strategies for fostering board engagement\, emphasizing the importance of ongoing support and training.  \n\n\n\nAttendees will leave with practical tools and actionable advice to enhance board participation in fundraising efforts\, equipping their organizations to tackle future challenges effectively.
URL:https://www.freelivecpe.com/event/fundraising-and-development-strategies-for-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:20250515T150000
DTEND;TZID=America/New_York:20250515T160000
DTSTAMP:20260607T170355
CREATED:20250419T210316Z
LAST-MODIFIED:20250419T210321Z
UID:10009104-1747321200-1747324800@www.freelivecpe.com
SUMMARY:Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
DESCRIPTION:74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many\, technology is the catalyst. In this forward-thinking webinar\, industry leaders will share how firms are embracing digital transformation to expand service offerings\, boost revenue\, and strengthen client relationships.   \n\n\n\nFeaturing Kim Blascoe\, senior director\, CAS Professional Services at CPA.com; Ariege Misherghi\, SVP & GM of Accounts Payable\, Accounts Receivable and Accountant Channel at BILL; and Becky Munson\, partner and CAS practice leader at EisnerAmper\, this session unpacks key findings from the latest research by BILL\, and CPA.com. You’ll hear firsthand how these experts are navigating growth and change\, and what steps your firm can take to stay competitive and future-ready.  \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the top technology trends driving growth in accounting firms over the next year. \n\n\n\nRecognize the most critical areas where technology enhances client acquisition and retention. \n\n\n\nDistinguish key strategies firms are using to overcome technology adoption challenges and inefficiencies. \n\n\n\nRecall the emerging client advisory services (CAS) poised for growth and technology integration. \n\n\n\nEstimate the impact of strategic technology implementation on revenue growth and employee productivity. \n\n\n\n\nSpeakers \n\n\n\nAriege MisherghiSVP & GMAccounts Payable\, Accounts Receivable\, Accountant ChannelBILLBecky MunsonPartner\, CAS Practice LeaderEisnerAmperKim Blascoe\, CPASr. DirectorCAS Professional ServicesCPA.com\n\n\n\n\n\n\n\nCost: Free  CPE Credits: 1.0 hourField of Study: Business Management & organizationKnowledge Level: BasicInstructional Method: Group Internet Based Prerequisites: NoneAdvanced Preparation: NoneLocation: Online \n\n\n\nThe CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints\, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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. \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/future-ready-firms-insights-from-the-2025-cpa-com-bill-growth-tech-survey/
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:20250521T130000
DTEND;TZID=America/New_York:20250521T140000
DTSTAMP:20260607T170355
CREATED:20250503T163958Z
LAST-MODIFIED:20250503T164009Z
UID:10009180-1747832400-1747836000@www.freelivecpe.com
SUMMARY:Back to the Basics: Sustainability Driving Operational Excellence and Resilience for Your Business
DESCRIPTION:In this webinar\, we will explore the critical aspects of climate-related risks and how they impact businesses across various industries. Attendees will learn about the importance of integrating sustainability into their business strategies\, understand regulatory requirements\, and discover innovative solutions for mitigating climate risks and seizing opportunities. Key topics include identifying and managing climate-related risks\, aligning sustainability with business goals\, collaborating and developing meaningful relationships across your value chain\, and leveraging modern technology for a sustainable future. Join us to gain valuable insights and practical strategies from industry experts to help your business thrive in a world where the climate has already changed. The time is now to adapt to the continuous and evolving change of our climate.  \n\n\n\nLearning Objectives: \n\n\n\n\nDevelop a comprehensive understanding of climate-related risks and their impact on businesses\n\n\n\nIdentify practical strategies for integrating sustainability into your business model\n\n\n\nExamine how to develop meaningful relationships across your value chain\n\n\n\nState recent regulatory changes and reporting requirements \n\n\n\nDiscover innovative solutions and technologies to enhance sustainability efforts\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions. \n\n\n\nProtiviti 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. For more information regarding refund\, concerns\, and program cancellation policies\, please contact the CPE Administrator at cpeprograms@protiviti.com.
URL:https://www.freelivecpe.com/event/back-to-the-basics-sustainability-driving-operational-excellence-and-resilience-for-your-business/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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