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DTSTART;TZID=America/New_York:20260205T120000
DTEND;TZID=America/New_York:20260205T130000
DTSTAMP:20260117T131247Z
CREATED:20260117T131242Z
LAST-MODIFIED:20260117T131247Z
UID:10010533-1770292800-1770296400@www.freelivecpe.com
SUMMARY:Intuit Lacerte: Firm Administration & Set Up
DESCRIPTION:Description\n\n\n\nMastering the setup and administration of Intuit Lacerte is crucial for running an efficient and compliant tax practice. This one-hour webinar is designed specifically for firm owners and administrators\, guiding you through the essential steps to configure Lacerte for your firm and its users. Join us to learn how to: \n\n\n\nBy attending this course\, attendees will be able to: \n\n\n\n\nComplete the required steps to set up a new firm within the Lacerte program\, including the correct firm identifiers and EFIN registration.\n\n\n\nAdminister preparer information and user accounts\, granting appropriate access rights to firm staff.\n\n\n\nConfigure print settings and customize client letters\, invoices\, and filing instructions to meet firm standards.\n\n\n\nExplain the purpose of key firm identifiers\, such as CAN\, EFIN\, and ERO PIN\, and how they are used within the program.\n\n\n\nUtilize the available settings and administrative tools to streamline the Lacerte workflow for themselves and their firm’s preparers.\n\n\n\n\nWho Should Attend? \n\n\n\nAnyone new to or considering using Intuit Lacerte to prepare tax returns. \n\n\n\nPrerequisites:  None \n\n\n\nCourse Level: Basic \n\n\n\nCourse Length: 60 Minutes \n\n\n\nDelivery Method: Group – Live Internet \n\n\n\nField of Study: Business Management & Organization – Non-Technical \n\n\n\nCPE: 1 \n\n\n\nCE: 1IRS Course ID: NESGF-T-00218-25-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. \n\n\n\nNote: 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.
URL:https://www.freelivecpe.com/event/intuit-lacerte-firm-administration-set-up/
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:20260210T150000
DTEND;TZID=America/New_York:20260210T160000
DTSTAMP:20260131T141220Z
CREATED:20260117T000721Z
LAST-MODIFIED:20260131T141220Z
UID:10010520-1770735600-1770739200@www.freelivecpe.com
SUMMARY:What Comes Next: Planning to Prosper in Times of Transition
DESCRIPTION:Event Overview\n\n\n\nEvery business eventually faces turning points where leaders must decide what comes next. These decisions are high-stakes and complex\, and without a structured plan\, they can lead to hesitation or costly missteps. \n\n\n\nThis CPE webinar offers strategies for navigating pivotal moments with clarity and confidence. Drawing from real-world scenarios and expert insights\, we’ll explore how to strengthen long-term value and competitive positioning through proactive planning\, leadership sustainability\, and operational strategy — so you can prosper now and into the future. \n\n\n\nLearning Objectives  \n\n\n\n\nApply strategic frameworks to evaluate growth decisions\, including proactive planning and forecasting.\n\n\n\nList succession planning essentials\, including leadership sustainability and ownership transition strategies.\n\n\n\nRecall how strategic planning supports growth and business transitions\, and identify key considerations for an effective\, technology-informed approach.\n\n\n\nExplore how to use scenario planning and change management tools to guide investment decisions in technology\, talent\, and operations.\n\n\n\nIdentify common decision-making pitfalls and how to avoid them through structured planning and advisory support.\n\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\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/what-comes-next-planning-to-prosper-in-times-of-transition/
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:20260211T130000
DTEND;TZID=America/New_York:20260211T140000
DTSTAMP:20260208T141304Z
CREATED:20260208T141253Z
LAST-MODIFIED:20260208T141304Z
UID:10010627-1770814800-1770818400@www.freelivecpe.com
SUMMARY:Consumer Markets Hot Topics Webcast
DESCRIPTION:PwC leaders will share their perspectives on what Holiday 2025 tells us about consumer spending in 2026\, the latest on agentic commerce\, tariff and trade dynamics\, and M&A activity. The session will focus on practical\, near-term actions leaders can take now to navigate disruption. \n\n\n\nPresenters:Ali Furman\, Consumer Markets Industry LeaderPeter Pollini\, Financial Services Industry LeaderEric Shea\, Commerce LeaderStacia Wood\, Consumer Markets Workforce LeaderMark Truchan\, Trade and Tariffs PartnerMike Ross\, Consumer Markets Deals Leader \n\n\n\nWho should attend: Consumer Markets C-Suite leaders (CEO\, COO\, CFO\, CSO\, CCO\, CRO\, CDO\, CTO\, CIO) and SVP/VP/Directors across Transformation\, AI\, Trade\, Compliance\, Finance\, Supply Chain\, and Marketing. \n\n\n\nCPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.
URL:https://www.freelivecpe.com/event/consumer-markets-hot-topics-webcast-2/
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:20260211T140000
DTEND;TZID=America/New_York:20260211T150000
DTSTAMP:20260208T150825Z
CREATED:20260208T150820Z
LAST-MODIFIED:20260208T150825Z
UID:10010635-1770818400-1770822000@www.freelivecpe.com
SUMMARY:Reimagining Tax Season with AI
DESCRIPTION:It’s that time of year again. Tax season is ramping up\, and accountants everywhere are preparing for the long days (and nights) ahead. But this year\, busy season doesn’t need to mean burnout for you and your team.   \n\n\n\nJoin us for a live webinar featuring Kevin Sickels\, Tax Partner at Ketel Thorstenson\, CPA.com’s Michael Cerami\, and Blue J’s CRO\, Sean Erjavec. They’ll be discussing what tax season looks like today\, how AI is changing the ways tax practitioners work\, and how Ketel Thorstenson is reimagining tax season with Blue J.  \n\n\n\nSign up now to save your spot. All registrants will receive the full recording. So even if you can’t attend\, you can still access all the insights from this webinar.   \n\n\n\nLearning objectives:  \n\n\n\n\nIdentify key learnings from last year’s tax season and predictions for this year.  \n\n\n\nRecognize the impact of AI-powered tax research on common tax season pain points.  \n\n\n\nRecall how modern firms are leveraging AI-powered tax research during tax season and beyond.  
URL:https://www.freelivecpe.com/event/reimagining-tax-season-with-ai/
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:20260211T150000
DTEND;TZID=America/New_York:20260211T160000
DTSTAMP:20260208T151039Z
CREATED:20260208T151034Z
LAST-MODIFIED:20260208T151039Z
UID:10010636-1770822000-1770825600@www.freelivecpe.com
SUMMARY:Positioning CAS for Growth: How to Market\, Message\, and Sell Your Value
DESCRIPTION:Many firms struggle to explain the value of CAS — both to clients and internally. Without clear positioning and a strong message\, even the best service offerings fall flat. \n\n\n\nIn this webinar\, CAS leaders from CPA.com\, Forvis Mazars\, and GRF CPAs & Advisors will share how to craft a compelling value proposition\, educate internal teams\, and promote CAS to the right audience segments. Learn how to bridge the gap between CAS and firm marketing\, gain internal alignment\, and scale with clarity. Whether you’re refining your existing messaging or building your first campaign\, you’ll walk away with real strategies and examples to put into action. \n\n\n\nLearning objectives: \n\n\n\n\nDefine the core value proposition of CAS in a way that resonates with clients\, internal teams\, and firm leadership.\n\n\n\nIdentify common marketing challenges for CAS practices and develop strategies to overcome them through tailored messaging and education.\n\n\n\nDifferentiate marketing approaches for prospective clients\, existing clients\, and internal audiences based on their specific pain points and levels of awareness.\n\n\n\nApply storytelling and positioning techniques to increase CAS adoption\, client understanding\, and internal advocacy.
URL:https://www.freelivecpe.com/event/positioning-cas-for-growth-how-to-market-message-and-sell-your-value/
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:20260217T140000
DTEND;TZID=America/New_York:20260217T150000
DTSTAMP:20260208T143635Z
CREATED:20260208T143630Z
LAST-MODIFIED:20260208T143635Z
UID:10010632-1771336800-1771340400@www.freelivecpe.com
SUMMARY:Navigating Staffing Challenges: Turnover\, Complexity & Resource Gaps
DESCRIPTION:Description\n\n\n\nMaster staffing shortages in tax/accounting firms amid retirements\, exam decline\, and unemployment. This session highlights how to combat burnout\, address generational clashes\, and manage complex workloads through culture-building\, equity incentives\, strategic outsourcing\, and streamlined hiring. Transform strain into strength—retain top talent\, reclaim billable hours\, and future-proof your firm. \n\n\n\nBy attending this webinar\, you will be able to:• Build a High-Value Client Culture – Foster caring relationships\, ownership\, and integrity to reduce burnout and boost retention.• Optimize Resources Strategically – Delegate routine tasks\, eliminate low-margin clients\, and outsource to free up valuable employees to focus on high-value work.• Get Talent Fast & Keep Them Long – Streamline hiring with compelling postings and rapid offers\, then lock in loyalty with equity\, tenure-based perks\, and professional development.Who should attend:Tax and accounting professionalsPrerequisites: NoneDelivery Method: Group Internet BasedField of Study: Business Management & Organization – Non-technicalCourse Length: 60 MinutesCourse Level: BasicRecommended CPE: 1Recommended CE: 0Intuit (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.
URL:https://www.freelivecpe.com/event/navigating-staffing-challenges-turnover-complexity-resource-gaps/
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:20260219T140000
DTEND;TZID=America/New_York:20260219T150000
DTSTAMP:20260131T133357Z
CREATED:20260131T133353Z
LAST-MODIFIED:20260131T133357Z
UID:10010592-1771509600-1771513200@www.freelivecpe.com
SUMMARY:Adapting in Uncertainty: US 2026 C-Suite Outlook
DESCRIPTION:This webinar will explore findings from the 2026 C‑Suite Barometer\, including how U.S. business leaders are responding with resilience\, adaptability\, and accelerated investment in technology\, talent\, and operational agility. \n\n\n\nThe session will focus on major trends impacting businesses in the U.S.\, including the scaling of artificial intelligence (AI)\, tariff-driven cost strategies\, supply chain evolution\, and renewed international expansion. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify key topics shaping the U.S. business outlook in 2026\, including economic and competitive pressures.\n\n\n\nDescribe how U.S. organizations are using technology and AI to enhance adaptability in operations and strategic transformation.\n\n\n\nRecognize the primary factors driving international expansion decisions and related compliance considerations.\n\n\n\nExplain how executives are adapting business strategies\, like supply chain investments and workforce planning\, to address new risks and opportunities.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (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 the 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/adapting-in-uncertainty-us-2026-c-suite-outlook/
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:20260224T140000
DTEND;TZID=America/New_York:20260224T150000
DTSTAMP:20260208T151244Z
CREATED:20260208T151238Z
LAST-MODIFIED:20260208T151244Z
UID:10010637-1771941600-1771945200@www.freelivecpe.com
SUMMARY:Automate\, scale\, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
DESCRIPTION:Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com\, Vertex\, and Kintsugi as they unpack how AI-driven automation is simplifying compliance and enabling firms to confidently expand their advisory services.     \n\n\n\nThis webinar will introduce Kintsugi\, the AI-powered technology now integrated into the Vertex Firm Advisor Program\, designed to help CAS and SALT practices navigate multi-jurisdictional complexity with greater ease. You’ll learn how firms can leverage automation to monitor nexus exposure in real time and streamline registration and filing to deliver more accurate\, efficient sales tax support for clients.   \n\n\n\nCome away with actionable strategies to enhance your advisory offerings\, reduce compliance risk and better support clients navigating complex sales and use tax requirements.  \n\n\n\nLearning objectives: \n\n\n\n\nIdentify new opportunities for CAS and SALT advisory growth\n\n\n\nExplain how real-time nexus monitoring and automated compliance reduce risk\n\n\n\nEvaluate the role of AI in scaling multi-client sales tax services\n\n\n\nApply insights from a CPA firm’s real-world experience\n\n\n\nLeverage the free nexus assessment to uncover client needs and advisory leads 
URL:https://www.freelivecpe.com/event/automate-scale-advise-the-new-ai-powered-sales-tax-compliance-platform-for-cas-and-salt-practices/
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:20260225T130000
DTEND;TZID=America/New_York:20260225T140000
DTSTAMP:20260206T224552Z
CREATED:20260206T224547Z
LAST-MODIFIED:20260206T224552Z
UID:10010617-1772024400-1772028000@www.freelivecpe.com
SUMMARY:Reshaping finance operations: Prevailing BPO trends in delivery models
DESCRIPTION:Key takeaways \n\n\n\nIn today’s fast-changing finance landscape\, digital expansion is reshaping operating models\, and business process outsourcing (BPO) for finance operations is gaining traction. What should finance professionals consider on the outsourcing journey? We’ll discuss: \n\n\n\n\nPrevailing BPO trends\, including domains\, onshore vs. offshore\, and the impact of digital\n\n\n\nCore decision-making criteria organizations should evaluate when contemplating BPO\n\n\n\nCommon challenges and considerations for outsourcing decisions\, from change management and data security to talent and business outcomes
URL:https://www.freelivecpe.com/event/reshaping-finance-operations-prevailing-bpo-trends-in-delivery-models/
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:20260226T140000
DTEND;TZID=America/New_York:20260226T150000
DTSTAMP:20260214T150139Z
CREATED:20260214T150134Z
LAST-MODIFIED:20260214T150139Z
UID:10010672-1772114400-1772118000@www.freelivecpe.com
SUMMARY:Building economic resilience: How accounting firms can stay profitable when markets shift
DESCRIPTION:This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time. \n\n\n\nIf you’re feeling busy but not fully clear on the numbers\, this session will help you reconnect activity to profitability\, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify early indicators of financial stress within an accounting firm\, including revenue trends\, expense pressures\, and client payment behavior.\n\n\n\nAnalyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.\n\n\n\nEvaluate cash flow management and forecasting approaches that improve financial predictability and decision-making\n\n\n\nDetermine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.
URL:https://www.freelivecpe.com/event/building-economic-resilience-how-accounting-firms-can-stay-profitable-when-markets-shift/
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:20260226T150000
DTEND;TZID=America/New_York:20260226T160000
DTSTAMP:20260208T151430Z
CREATED:20260208T151417Z
LAST-MODIFIED:20260208T151430Z
UID:10010638-1772118000-1772121600@www.freelivecpe.com
SUMMARY:How CAS Firms Are Unlocking New Potential with Agentic AI
DESCRIPTION:Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling\, agentic AI goes beyond automation to act on your behalf\, freeing your team to focus on high-value\, strategic work. \n\n\n\nHear from leaders at CPA.com\, Aprio\, and BILL as they break down the real-world impact of AI agents in firms of all sizes. You’ll discover how AI is helping CAS teams: \n\n\n\n\nOperate more efficiently with fewer bottlenecks\n\n\n\nProactively surface insights for clients\n\n\n\nUnlock new capacity without new headcount\n\n\n\nStrengthen governance and trust though intelligent automation\n\n\n\n\nWhether you’re running a lean firm or leading at scale\, this conversation will show how AI agents can be your force multiplier for growth\, insight and advisory elevation. \n\n\n\nLearning objectives: \n\n\n\n\nDifferentiate between basic automation\, generative AI\, and agentic AI — and understand the unique role agentic AI plays in CAS practices\n\n\n\nIdentify high-impact CAS workflows where agentic AI can deliver immediate value\, such as vendor onboarding\, bill pay\, reconciliation and exception management\n\n\n\nDescribe how AI agents improve both operational efficiency and advisory insight\, helping firms shift from transactional to proactive service delivery\n\n\n\nApply best practices for responsible AI deployment\, including governance\, auditability and human oversight to maintain trust and compliance
URL:https://www.freelivecpe.com/event/how-cas-firms-are-unlocking-new-potential-with-agentic-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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