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DTSTART;TZID=America/New_York:20250806T110000
DTEND;TZID=America/New_York:20250806T120000
DTSTAMP:20260607T034402
CREATED:20250712T194141Z
LAST-MODIFIED:20250712T194146Z
UID:10009460-1754478000-1754481600@www.freelivecpe.com
SUMMARY:Operational Excellence in Motion: Consumer & Logistics Benchmarking
DESCRIPTION:Operational excellence is not a destination—it’s a continual journey shaped by evolving consumer demands\, supply chain disruptions\, and digital transformation. In this webinar\, we’ll explore how benchmarking can help leading organizations in the consumer and logistics sector stay agile\, efficient\, and competitive. Gain insights into the metrics that matter most in 2025\, learn how top performers are applying benchmarking to help drive measurable improvements\, and discover practical strategies to enhance operational performance across the value chain. Whether your focus is on cost control\, customer experience\, or supply chain resilience\, this session will provide clarity and tools to help you prepare for what’s next. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize the role of benchmarking in driving operational excellence across consumer and logistics organizations\, including how it supports various goals such as being agile in the face of uncertainty\, achieving efficiency without compromising on outcomes\, and delivering customer satisfaction.\n\n\n\nIdentify common prerequisites and challenges in benchmarking efforts and explore strategies to overcome them.\n\n\n\nDiscuss available benchmarking services and tools that can help enhance decision-making and operational outcomes in consumer- and logistics-related industries.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/operational-excellence-in-motion-consumer-logistics-benchmarking/
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:20250806T140000
DTEND;TZID=America/New_York:20250806T150000
DTSTAMP:20260607T034402
CREATED:20250705T123614Z
LAST-MODIFIED:20250705T123628Z
UID:10009444-1754488800-1754492400@www.freelivecpe.com
SUMMARY:Steps to Prepare for the New Quality Management Standard SQMS
DESCRIPTION:SQMS 1 comes into effect on December 15th 2025\, impacting audit and assurance practices. Firms will need to prepare for the impact of moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nNow is the time for firms to take action and start their implementation.  By defining and ensuring quality objectives are met within your audit and assurance practices\, firms can immediately benefit from the improved quality that SQMS 1 will bring.    \n\n\n\nJoin our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.    \n\n\n\nThis webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.    \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the key activity components in audit and assurance practices and what they mean for your implementation plan \n\n\n\nOutline recommended planning actions to undertake to achieve success \n\n\n\nRecognize a step-by-step approach to completing your risk assessment \n\n\n\nRecall real-world insights and experience of implementation challenges all firms will face \n\n\n\n\nWho should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management\, such as managing partners and senior leaders\, heads of audit\, through to risk and compliance personnel.
URL:https://www.freelivecpe.com/event/steps-to-prepare-for-the-new-quality-management-standard-sqms-2/
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:20250813T130000
DTEND;TZID=America/New_York:20250813T140000
DTSTAMP:20260607T034402
CREATED:20250726T004853Z
LAST-MODIFIED:20250726T004900Z
UID:10009550-1755090000-1755093600@www.freelivecpe.com
SUMMARY:OBBBA Tax Implications: Health Care Roundtable
DESCRIPTION:Join us for OBBBA Tax Implications: Health Care Roundtable. This is the second installment of our series\, Vitals and Vision: Health Care Strategy in the OBBBA Era. \n\n\n\nWe’ll will dive deeper into how health care leaders are preparing for implementation of the One Big Beautiful Bill Act’s tax provisions. \n\n\n\nPanelists will offer perspectives on structuring tax planning around permanent and temporary provisions\, forecasting implications of Medicaid eligibility changes\, and leveraging capital investment incentives to modernize operations. \n\n\n\nAt this roundtable we’ll discuss: \n\n\n\nImpacts to federal health care spending including Medicare and Medicaid \n\n\n\nTax strategies for health care organizations\, and their investors\, with both private and institutional ownership\, related to the new tax laws \n\n\n\nKey considerations for not-for-profit and for-profit health care institutions
URL:https://www.freelivecpe.com/event/obbba-tax-implications-health-care-roundtable/
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:20250820T140000
DTEND;TZID=America/New_York:20250820T150000
DTSTAMP:20260607T034402
CREATED:20250809T221419Z
LAST-MODIFIED:20250809T221425Z
UID:10009639-1755698400-1755702000@www.freelivecpe.com
SUMMARY:From Research to Revenue: Elevating Tax Advisory with AI-Powered Insights
DESCRIPTION:Tax professionals are under increasing pressure to deliver faster\, smarter\, and more strategic insights to their clients. Generative AI is opening new pathways to transform tax research into a true growth driver for advisory services. \n\n\n\nJoin Michael Cerami\, EVP of CPA.com\, as he moderates a lively discussion with Brian Davis\, CPA\, CEO of One Stop CPA\, and Mat Armstrong\, VP of Customer Success at Blue J. Together\, they’ll explore how AI-powered tax research tools are enabling firms to move beyond compliance and toward high-impact advisory. \n\n\n\nYou’ll hear directly from Brian about how his firm uses tax research AI to perform efficient\, verifiable research\, deliver strategic advice\, and drive revenue growth by successfully upselling clients into higher-value services. Plus\, get a firsthand look at Blue J in action during a live demonstration. \n\n\n\nLearning Objectives:    \n\n\n\nEvaluate the benefits of integrating generative AI into tax workflows to enhance efficiency\, expand capacity\, and improve client service.  \n\n\n\nIdentify the key challenges and opportunities presented by AI in tax research.    \n\n\n\nApply AI-powered tools to conduct accurate and efficient tax research.    \n\n\n\nDemonstrate how to leverage AI-generated insights to enhance tax advisory services.   
URL:https://www.freelivecpe.com/event/from-research-to-revenue-elevating-tax-advisory-with-ai-powered-insights/
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:20250820T150000
DTEND;TZID=America/New_York:20250820T160000
DTSTAMP:20260607T034402
CREATED:20250816T131226Z
LAST-MODIFIED:20250816T131235Z
UID:10009679-1755702000-1755705600@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\nEstimate the impact of strategic technology implementation on revenue growth and employee productivity.  \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. 
URL:https://www.freelivecpe.com/event/future-ready-firms-insights-from-the-2025-cpa-com-bill-growth-tech-survey-2/
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:20250821T140000
DTEND;TZID=America/New_York:20250821T150000
DTSTAMP:20260607T034402
CREATED:20250809T221204Z
LAST-MODIFIED:20250809T221210Z
UID:10009638-1755784800-1755788400@www.freelivecpe.com
SUMMARY:Beyond the Tools: Why Optimizing CAS Technology Is the Key to Unlocking Advisory ROI
DESCRIPTION:Advisory success isn’t just about adopting new tools—lots of firms can do that. It’s about using those tools well. While many firms have invested in technology to support client advisory services (CAS)\, a striking 97% report they aren’t using those tools efficiently. Without optimization\, the real ROI of CAS technology—improved productivity\, engaged staff\, and actionable insights—could be hard for firms to realize.  \n\n\n\nIn this session\, Kim Blascoe\, CPA\, Senior Director of CAS Professional Services at CPA.com\, and Jessica Kubal\, Consulting Managing Director at Baker Tilly US\, will explore what’s holding firms back and how to move from underutilization to transformation. You’ll gain a deeper understanding of what intentional technology strategy looks like in a high-performing CAS practice—and how to chart your path forward.  \n\n\n\nLearning Objectives \n\n\n\nBy the end of this webinar\, participants will be able to: \n\n\n\nRecall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement. \n\n\n\nRecognize common inefficiencies in CAS technology usage across the profession. \n\n\n\nIdentify the characteristics of firms that have successfully optimized their CAS tech stack. \n\n\n\nDistinguish between technology adoption and true technology utilization. \n\n\n\nSelect key areas within your existing CAS workflow where optimization can yield immediate impact. \n\n\n\nIndicate the relationship between optimized technology use and staff satisfaction.
URL:https://www.freelivecpe.com/event/beyond-the-tools-why-optimizing-cas-technology-is-the-key-to-unlocking-advisory-roi/
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:20250827T130000
DTEND;TZID=America/New_York:20250827T140000
DTSTAMP:20260607T034402
CREATED:20250802T144252Z
LAST-MODIFIED:20250802T144258Z
UID:10009598-1756299600-1756303200@www.freelivecpe.com
SUMMARY:Not-for-Profit Boards: Drive Innovation with Generative AI
DESCRIPTION:Generative AI offers not-for-profit boards a powerful tool to drive innovation\, streamline operations\, and enhance mission impact. \n\n\n\nJoin us for our webcast\, Not-for-Profit Boards: Drive Innovation with Generative AI. Professionals from our Generative AI Consulting Services and Not-for-Profit Practice will share proven practices for boards to adopt AI-driven strategies responsibly and effectively. You’ll leave with actionable insights and real-world examples tailored to the unique challenges and opportunities facing not-for-profit leaders.
URL:https://www.freelivecpe.com/event/not-for-profit-boards-drive-innovation-with-generative-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Moss-Adams-CPE-webinars.png
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250828T130000
DTEND;TZID=America/New_York:20250828T140000
DTSTAMP:20260607T034402
CREATED:20250802T142446Z
LAST-MODIFIED:20250802T142452Z
UID:10009594-1756386000-1756389600@www.freelivecpe.com
SUMMARY:The One Big Beautiful Bill Act (OBBBA): Federal Grants Landscape
DESCRIPTION:Join Forvis Mazars for a webinar exploring OBBBA’s impact on federal grants. This webinar will share key changes and insights to understand OBBBA’s implications and opportunities for grants professionals and your organizations\, providing perspectives on navigating the evolving federal grants landscape. Gain practical strategies to identify new grant opportunities\, develop adaptation plans\, and navigate compliance requirements. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify and prioritize new grant opportunities.\n\n\n\nPrepare strategic adaptation plans.\n\n\n\nRecognize new compliance and accountability requirements.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/the-one-big-beautiful-bill-act-obbba-federal-grants-landscape/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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