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DTSTART;TZID=America/New_York:20260304T140000
DTEND;TZID=America/New_York:20260304T150000
DTSTAMP:20260604T014959
CREATED:20260228T205520Z
LAST-MODIFIED:20260228T205526Z
UID:10010745-1772632800-1772636400@www.freelivecpe.com
SUMMARY:Build the Firm You Want: How to Attract the Right Clients with Strategic Marketing
DESCRIPTION:Many accounting firms aren’t struggling to find work; they’re struggling to find the right work. This webinar explores how intentional branding\, positioning\, and marketing can help firms move away from the “we do everything” trap and towards a more focused\, profitable client base. Our speakers will discuss how modern buyers evaluate firms online and how clarity in messaging drives better-fit leads while discouraging misaligned prospects. Attendees will leave with insights into how marketing supports long-term firm growth\, plus actionable strategies they can start implementing immediately to attract the clients they actually want to serve.  \n\n\n\n\nIdentify the key elements of intentional branding and positioning that help accounting firms attract better-fit clients.\n\n\n\nRecognize how modern buyers evaluate accounting firms online and the role marketing plays in first impressions.\n\n\n\nRecall how clear and focused marketing messaging supports long-term firm growth and improved client alignment.
URL:https://www.freelivecpe.com/event/build-the-firm-you-want-how-to-attract-the-right-clients-with-strategic-marketing/
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:20260311T110000
DTEND;TZID=America/New_York:20260311T120000
DTSTAMP:20260604T014959
CREATED:20260221T181720Z
LAST-MODIFIED:20260221T181726Z
UID:10010681-1773226800-1773230400@www.freelivecpe.com
SUMMARY:2026 State of the Nonprofit Sector: Funding Your Mission
DESCRIPTION:The nonprofit sector has faced many challenges over the past year\, including federal funding uncertainties\, shifting demographics\, and increasing community needs. Join us for this first webinar in the 2026 State of the Nonprofit Sector series. This session will focus on how policy changes\, donor trends\, and other factors are impacting organizations\, and we’ll show ways they’re adapting to this changing environment. We’ll also be joined by a nonprofit leader who will discuss steps their organization is taking to maintain effectiveness. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify federal funding impacts.\n\n\n\nRecognize recent donor trends.\n\n\n\nDescribe revenue diversification strategies.\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 Business Management and Organization 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/2026-state-of-the-nonprofit-sector-funding-your-mission/
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:20260311T140000
DTEND;TZID=America/New_York:20260311T150000
DTSTAMP:20260604T014959
CREATED:20260214T145336Z
LAST-MODIFIED:20260214T145344Z
UID:10010671-1773237600-1773241200@www.freelivecpe.com
SUMMARY:Real Estate & Construction Essentials: Pave the way for a successful transaction
DESCRIPTION:As a leader in the construction and real estate industries\, you’ve built a business with long-term value. But\, are you ready for what’s next? Join our nationally recognized construction and real estate experts as they walk through a practical\, timeline-based roadmap to help you prepare your business for a successful transaction. You’ll gain insights into what buyers are looking for\, how to avoid common due diligence pitfalls\, and what steps to take before a deal to maximize value and minimize disruption. \n\n\n\nLearning objectives:\n\n\n\n\nUnderstand what buyers look for in your technology\, financial statements\, and operations.\n\n\n\nLearn how to track jobs and manage WIP to support a clean transition.\n\n\n\nIdentify common IT and cybersecurity gaps before due diligence begins.\n\n\n\nExplore how data quality and digital tools impact deal value.\n\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/real-estate-construction-essentials-pave-the-way-for-a-successful-transaction/
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:20260324T140000
DTEND;TZID=America/New_York:20260324T150000
DTSTAMP:20260604T014959
CREATED:20260228T125432Z
LAST-MODIFIED:20260228T125438Z
UID:10010706-1774360800-1774364400@www.freelivecpe.com
SUMMARY:Securing tomorrow: Succession strategies for family enterprises
DESCRIPTION:Key takeaways \n\n\n\nLeadership transitions can be pivotal moments that shape the destiny of family enterprises—yet succession planning is often postponed or overshadowed by day-to-day demands. Insights from our recent Deloitte Private succession survey of 300 family businesses highlight how a proactive approach can build organizational resilience and safeguard the company’s legacy. Success often hinges on developing internal talent\, welcoming external expertise when needed\, and fostering strong governance to support seamless transitions. We’ll discuss: \n\n\n\nGovernance approaches that enable successful transitions \n\n\n\nThe case for early\, intentional succession planning \n\n\n\nStrategies to cultivate leaders from within and beyondthe family
URL:https://www.freelivecpe.com/event/securing-tomorrow-succession-strategies-for-family-enterprises/
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:20260325T130000
DTEND;TZID=America/New_York:20260325T140000
DTSTAMP:20260604T014959
CREATED:20260307T201259Z
LAST-MODIFIED:20260307T201429Z
UID:10010794-1774443600-1774447200@www.freelivecpe.com
SUMMARY:From Cost Center to Cash Engine: AI in Collections
DESCRIPTION:This webinar explores how finance leaders can transform their accounts receivable collections from a reactive cost center into a strategic cash flow engine. It details a modern approach where AI and automation handle routine work\, freeing teams to focus on high-impact activities. Join us and learn how to leverage data-driven strategies and intelligent tools to improve working capital\, accelerate cash flow\, and reduce revenue leakage. Attendees will leave with a practical playbook for building a more efficient and strategic collections function\, turning their A/R team into a significant driver of financial performance. \n\n\n\nLearning Objectives\n\n\n\nAfter this webinar\, you will be able to: \n\n\n\nRecognize how an intelligent collections model improves working capital and cash flow. \n\n\n\nExplain the limitations of traditional\, reactive collections processes. \n\n\n\nDescribe a modern\, AI-powered operating model for strategic collections. \n\n\n\nIdentify data-driven strategies to prioritize collection efforts effectively.
URL:https://www.freelivecpe.com/event/from-cost-center-to-cash-engine-ai-in-collections/
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:20260325T140000
DTEND;TZID=America/New_York:20260325T150000
DTSTAMP:20260604T014959
CREATED:20260322T134116Z
LAST-MODIFIED:20260322T134121Z
UID:10010849-1774447200-1774450800@www.freelivecpe.com
SUMMARY:Risk Assessment in SQMS 1: Planning & Implementing Your Approach
DESCRIPTION:SQMS 1 went into effect on December 15th 2025\, impacting audit and assurance practices. Since then\, firms have been working toward moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nWe are now at the stage where firms should be defining and ensuring quality objectives are met within their audit and assurance practices\, so 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/risk-assessment-in-sqms-1-planning-implementing-your-approach/
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:20260326T130000
DTEND;TZID=America/New_York:20260326T140000
DTSTAMP:20260604T014959
CREATED:20260228T191403Z
LAST-MODIFIED:20260228T191408Z
UID:10010741-1774530000-1774533600@www.freelivecpe.com
SUMMARY:The Board’s AI Moment
DESCRIPTION:This session will explore how boards and executive teams are navigating the accelerating pace of artificial intelligence and the growing divide between organizations that are realizing meaningful ROI from AI and those that are struggling to integrate it effectively. Drawing on findings from Protiviti’s third annual Global Board Governance Survey in partnership with BoardProspects\, this webinar highlights how confidence in responsible AI integration\, ethical deployment\, and governance frameworks is closely linked to stronger business outcomes. \n\n\n\nBased on a global survey of board members and C-Suite leaders\, the discussion will examine how perceptions of AI benefits\, risks\, and obstacles vary by organizational maturity\, why innovation risk has emerged as a top concern for more advanced organizations\, and what this means for board oversight going forward. Attendees will gain practical insights to help boards ask better questions\, strengthen governance\, and more effectively oversee AI driven transformation. \n\n\n\nLearning Objectives: \n\n\n\n\nDifferentiate between organizations with higher and lower levels of AI maturity based on confidence in AI integration\, governance practices\, and realized return on investment.\n\n\n\nEvaluate the key benefits and risks associated with AI adoption\, including operational efficiency\, customer experience impact\, and innovation related risk. \n\n\n\nApply survey insights to strengthen board level oversight and discussions related to AI governance and AI driven transformation. \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/the-boards-ai-moment/
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:20260326T140000
DTEND;TZID=America/New_York:20260326T150000
DTSTAMP:20260604T014959
CREATED:20260228T130236Z
LAST-MODIFIED:20260228T130242Z
UID:10010708-1774533600-1774537200@www.freelivecpe.com
SUMMARY:Global Business Services/Global Capability Centers in 2030
DESCRIPTION:Key takeaways \n\n\n\nBy 2030\, Global Business Services (GBS) and Global Capability Centers (GCCs) are likely to operate as more digital\, data-driven\, and product-oriented enterprise platforms—balancing cost\, resilience\, risk\, and outcomes. In this Dbriefs\, our panel will explore a 2030 outlook for GBS/GCC organizations and capabilities shaping next‑generation service delivery. We’ll discuss: \n\n\n\n• A GBS/GCC 2030 blueprint for how scope\, value proposition\, and performance measures may evolve beyond efficiency to outcomes—and the capabilities involved• Priority domains and opportunities in finance\, IT\, HR\, supply chain\, compliance\, commercial\, R&D\, and more—focusing on end-to-end journeys\, not isolated tasks
URL:https://www.freelivecpe.com/event/global-business-services-global-capability-centers-in-2030/
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:20260331T120000
DTEND;TZID=America/New_York:20260331T130000
DTSTAMP:20260604T014959
CREATED:20260321T222307Z
LAST-MODIFIED:20260321T222312Z
UID:10010827-1774958400-1774962000@www.freelivecpe.com
SUMMARY:Going for Gold: Women Leading the Way
DESCRIPTION:Webcast overview\n\n\n\nThe KPMG WORC community invites you to join us for our upcoming webcast on March 31. As Women’s History Month will be coming to a close\, our webcast will serve as a perfect time to celebrate women who are leading the way and “going for gold.” \n\n\n\nThe ability to bounce back from setbacks\, lift one another up\, and celebrate success is essential for creating a thriving and innovative workplace. Our webcast will feature a panel of leaders across the risk\, cybersecurity\, legal/regulatory affairs\, and internal audit and controls functions who will each provide perspectives on driving towards success in the face of adversity. \n\n\n\nSpecifically\, our speakers will discuss the following: \n\n\n\nThe importance of celebrating success: why it’s crucial to acknowledge reaching your goals. \n\n\n\nDefining ‘going for gold’: what it means for them and their careers.  \n\n\n\nBouncing forward from setbacks: tips and stories of overcoming obstacles. \n\n\n\nLifting one another up: how to come together in the face of adversity to achieve aspirations. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions. \n\n\n\nCPE credit is not available for viewing webcast replay. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code LZNR4VCH794.
URL:https://www.freelivecpe.com/event/going-for-gold-women-leading-the-way/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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