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DTSTART;TZID=America/New_York:20241204T130000
DTEND;TZID=America/New_York:20241204T140000
DTSTAMP:20260611T031711
CREATED:20241201T063615Z
LAST-MODIFIED:20241201T221952Z
UID:10008481-1733317200-1733320800@www.freelivecpe.com
SUMMARY:Mastering Payroll with ADP: From Fundamentals to Technology
DESCRIPTION:This webinar will guide you through the essential principles of payroll\, from understanding its structure and categories to exploring the critical steps of calculating payroll. Whether you’re new to payroll or want to enhance your current knowledge\, this session will break down the key components necessary for an efficient payroll process. With ADP’s cutting-edge technology\, you’ll learn how to simplify payroll management while ensuring compliance and accuracy. \n\n\n\nLearning Objectives: \n\n\n\n\nDiscuss the basic principles and categories of payroll.\n\n\n\nIdentify essential information for payroll calculation.\n\n\n\nExplore how ADP technology supports efficient payroll processes.\n\n\n\nApply payroll fundamentals to real-world scenarios using ADP tools.\n\n\n\n\nRegister today! \n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Business Management & Organization – Non-technical \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/mastering-payroll-with-adp-from-fundamentals-to-technology/
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:20241203T130000
DTEND;TZID=America/New_York:20241203T140000
DTSTAMP:20260611T031711
CREATED:20241202T041906Z
LAST-MODIFIED:20241129T145823Z
UID:10008274-1733230800-1733234400@www.freelivecpe.com
SUMMARY:Strategies to Strengthen Board Resilience Through DEI
DESCRIPTION:Recruiting and retaining engaged board members is a primary challenge for many mission-driven organizations. Using real-world stories and strategies\, our panelists will share how their organizations have increased the resilience of their boards by focusing on diversity\, equity\, and inclusion (DEI) practices. Attendees will leave with practical ideas for building stronger boards that are better equipped to face the challenges of the future. \n\n\n\nJoin us for our webcast Strategies to Strengthen Board Resilience Through DEI\, where we’ll discuss strategies to increase board resilience through DEI initiatives.
URL:https://www.freelivecpe.com/event/strategies-to-strengthen-board-resilience-through-dei/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T120000
DTEND;TZID=America/New_York:20241119T130000
DTSTAMP:20260611T031711
CREATED:20241116T001805Z
LAST-MODIFIED:20241116T001814Z
UID:10008422-1732017600-1732021200@www.freelivecpe.com
SUMMARY:Enhance Patient Access While Supporting Provider Wellbeing
DESCRIPTION:Join us for a conversation\, Enhance Patient Access While Supporting Provider Wellbeing\, in which we’ll explore the intricate relationship between patient access and provider wellbeing. This webcast will delve into successful strategies employed by health care leaders to align these seemingly conflicting goals. \n\n\n\nParticipants will learn effective engagement techniques for leadership and clinical providers to enhance patient access and gain valuable insights into the organizational costs of inadequate care access. Attendees will discover actionable solutions for a healthier\, more balanced health care system.
URL:https://www.freelivecpe.com/event/enhance-patient-access-while-supporting-provider-wellbeing/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241114T130000
DTEND;TZID=America/New_York:20241114T140000
DTSTAMP:20260611T031711
CREATED:20241102T175132Z
LAST-MODIFIED:20241102T175205Z
UID:10008328-1731589200-1731592800@www.freelivecpe.com
SUMMARY:Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
DESCRIPTION:Preparing for an IPO is a complex journey that demands time\, resources and extensive planning. With a backlog of companies eyeing the public markets and many CFOs navigating this process for the first time\, it’s crucial to assess your organization thoroughly\, define a clear roadmap to address any outstanding needs and ensure readiness for the next steps. \n\n\n\nJoin our webinar to learn the key milestones and areas your organization needs to address—from accounting and reporting to governance and investor relations—to ensure a smooth transition to the public market. \n\n\n\nLearning Objectives:\n\n\n\n\nDetermine if an IPO is the right path for your organization.\n\n\n\nIdentify key milestones for IPO preparation over a 12–18-month timeline.\n\n\n\nAvoid common mistakes organizations make during IPO preparation.\n\n\n\nExplain the impact of current market conditions and the importance of timing.\n\n\n\nExplore real-life examples from organizations that have successfully navigated the IPO process.\n\n\n\n\nSpeakers\n\n\n\n\nDean Quiambao\, Partner\, Armanino Advisory LLC\n\n\n\nMatthew Perreault\, Partner\, Armanino Advisory LLC\n\n\n\nMark Wuchte\, Partner\, Armanino Advisory LLC\n\n\n\nNick Gibbons\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Business Management & Organization) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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.
URL:https://www.freelivecpe.com/event/lets-go-ipo-organizational-readiness-pitfalls-to-avoid-preparing-to-ipo/
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:20241114T110000
DTEND;TZID=America/New_York:20241114T120000
DTSTAMP:20260611T031711
CREATED:20241025T172613Z
LAST-MODIFIED:20241025T172623Z
UID:10008223-1731582000-1731585600@www.freelivecpe.com
SUMMARY:Navigating Mergers and Acquisitions in Today's New Landscape: And the Effects of Private Equity
DESCRIPTION:This course offers valuable insight into developing and implementing an M&A strategy\, identifying the opportunity\, completing the transaction\, creating “One Firm” (Structure and Transition)\, and the aftermath of discovering the unknown. You will also learn the benefits and consequences of economies of scale\, how to be flexible\, open to change\, and the ability to evolve as the world evolves. This course will explore how today’s landscape and technology are changing how we view mergers and acquisitions\, the risks and rewards\, and how to create an efficient and streamlined process to combine firms. You will learn about key trends that are shaping mergers and acquisitions in today’s landscape\, what that means for both parties\, and how to accomplish a successful combination of firms. \n\n\n\nLearning Objectives: \n\n\n\n\nThe Strategy Must Begin With the End in Mind\n\n\n\nBegin With the Firm’s Strengths and Weaknesses\n\n\n\nEnhance the Strengths and Reduce the Weaknesses\n\n\n\nRemain Flexible and Open\n\n\n\nFinancial due diligence\n\n\n\nBusiness valuations and transaction structures\n\n\n\nAnalysis of potential risks and deal breakers related to the target business activity and the transaction\n\n\n\nEvaluation of projected and/or potential synergies\n\n\n\nTechnology transition\n\n\n\nPersonnel equalization and integration\n\n\n\nConsider Culture\, Culture\, Culture\n\n\n\nBuild an Advisor Group Around the Plan\n\n\n\nHow to evolve quickly and efficiently with the fast-changing landscape of today’s world\n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: BMO \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/navigating-mergers-and-acquisitions-in-todays-new-landscape-and-the-effects-of-private-equity-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/12/ADP-CE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T130000
DTEND;TZID=America/New_York:20241107T140000
DTSTAMP:20260611T031711
CREATED:20241020T180814Z
LAST-MODIFIED:20241020T180824Z
UID:10008225-1730984400-1730988000@www.freelivecpe.com
SUMMARY:Navigating the Future: Trends and Strategies in Healthcare M&A for Multi-State Transactions
DESCRIPTION:Join McCarter & English and Withum as we address the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities. These laws not only apply to intra-state healthcare entities\, but also out-of-state healthcare entities that are seeking to cross a border and purchase\, acquire\, or merge with a healthcare entity operating within a state that has passed one of these new laws. We will discuss who the statutes apply to\, the transactional threshold levels that have to be met for the statute to apply\, what information the healthcare entities have to provide to the state\, who reviews the information and the review process\, whether the statute requires state approval or just notice\, and the state’s stance on anti-trust issues. \n\n\n\nIf you are a healthcare provider or represent providers that operate in several states and are looking to expand\, this timely presentation will serve as a guide to your future M&A strategy. \n\n\n\nAttend this webinar to:\n\n\n\nIdentify what to consider if expanding in several states relating to transactional threshold levels\, information to be provided\, review process and more. \n\n\n\nAnalyze the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities. \n\n\n\nApply statutes for intra-state and out-of-state healthcare entities that are seeking consolidation.
URL:https://www.freelivecpe.com/event/navigating-the-future-trends-and-strategies-in-healthcare-ma-for-multi-state-transactions/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Withum-CPE-webinars.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241106T130000
DTEND;TZID=America/New_York:20241106T140000
DTSTAMP:20260611T031711
CREATED:20241020T175317Z
LAST-MODIFIED:20241020T175340Z
UID:10008219-1730898000-1730901600@www.freelivecpe.com
SUMMARY:Improving CX Requires a New Approach to EX
DESCRIPTION:Pricing is transforming the workplace to optimize both employee satisfaction and customer outcomes. Streamlining the process not only delights customers\, it makes things better for your team. Technology can free them to focus on higher-value work\, but it also requires a new approach to measuring success. Tie KPIs to customer goals and you’ll be sure to see an increase in the health of your culture. This session will help you foster a committed team\, improve operational efficiency\, and ultimately\, drive higher profits by aligning employee experience (EX) with customer experience (CX). \n\n\n\nLearning Objectives: \n\n\n\n\nWhy happy\, valued employees lead to stronger customer relationships and brand loyalty\n\n\n\nHow eliminating mundane tasks allows employees to focus on more meaningful work that directly impacts the customer experience\n\n\n\nFocusing on high-value clients maximizes efficiency and profitability\n\n\n\nHow dedicated teams and tailored KPIs can boost service quality and customer satisfaction\n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Business Management & Organization – Non-technical \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/improving-cx-requires-a-new-approach-to-ex/
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:20241030T110000
DTEND;TZID=America/New_York:20241030T120000
DTSTAMP:20260611T031711
CREATED:20241019T133754Z
LAST-MODIFIED:20241019T133807Z
UID:10008178-1730286000-1730289600@www.freelivecpe.com
SUMMARY:Enhancing Month-End Close With Advanced Reporting
DESCRIPTION:Start with an end goal in mind: Better prepare for a timely and accurate month-end close so you can facilitate a meaningful financial reporting cycle. Join Forvis Mazars for a complimentary webinar and learn about innovative approaches to common challenges such as cash flow planning\, delayed information availability\, and navigating the reliability of key performance indicators (KPIs). \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to:  \n\n\n\n\nDescribe how data accessibility is utilized and whether cloud- or server-based will better suit your needs.\n\n\n\nIdentify a “single source of truth” through an integration of systems.\n\n\n\nDiscuss how to find more meaning in your standard financial statements with KPIs.\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.uring live broadcast.of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/enhancing-month-end-close-with-advanced-reporting-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:20241023T130000
DTEND;TZID=America/New_York:20241023T140000
DTSTAMP:20260611T031711
CREATED:20240928T234254Z
LAST-MODIFIED:20240928T234313Z
UID:10008081-1729688400-1729692000@www.freelivecpe.com
SUMMARY:Productization for Better Client Engagement
DESCRIPTION:Pricing is more than just a number — it’s a key to unlocking greater customer satisfaction and loyalty. Today\, firms can optimize their pricing models through productization to delight clients and drive business growth. This session will look at the six essential steps of value pricing\, including defining your customer\, productizing your offerings and systematizing delivery for consistent\, predictable outcomes. Come discover how upfront pricing\, scoping and specialization can transform transactional work into personalized\, transformational services that enhance the customer experience. \n\n\n\nLearning Objectives: \n\n\n\n\nPackage intangible services into easy-to-buy\, persona-tailored solutions\n\n\n\nAlign pricing strategies with customer goals for a seamless\, pleasant experience\n\n\n\nBoost customer loyalty through streamlined\, repeatable offerings and measurable outcomes\n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Business Management & Organization – Non-technical \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/productization-for-better-client-engagement/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/12/ADP-CE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241015T130000
DTEND;TZID=America/New_York:20241015T140000
DTSTAMP:20260611T031711
CREATED:20240914T202438Z
LAST-MODIFIED:20240914T202448Z
UID:10007998-1728997200-1729000800@www.freelivecpe.com
SUMMARY:Global Governance: Disrupt or Be Disrupted
DESCRIPTION:Global Governance: Disrupt or Be Disrupted \n\n\n\nJoin Protiviti\, BoardProspects and Broadridge in an insightful and interactive webinar diving deep into the concept of disrupt or be disrupted. This webinar will offer CPE credit and kick off our second annual Global Board Governance Survey. \n\n\n\nThe phrase disrupt or be disrupted is an implicit call for businesses to become more agile by relentlessly focusing on fulfilling customer needs\, being sensitive to evolving employee expectations\, making data informed decisions at market speed and continuously innovating to create value for their customers in new ways- shaping the future as well as the future of their industry before someone else does.  \n\n\n\nThe disruption conversation in the c-suite and boardroom is about four key questions \n\n\n\n\nWhat would disrupt our company?\n\n\n\nHow can we improve our market positioning as a disruptor?\n\n\n\nHow would we know we are being disrupted?\n\n\n\nWhen would we know we are being disrupted?\n\n\n\n\nRegister today to join the conversation and voice your opinion by taking the global board governance survey. \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 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.
URL:https://www.freelivecpe.com/event/global-governance-disrupt-or-be-disrupted/
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:20241010T130000
DTEND;TZID=America/New_York:20241010T140000
DTSTAMP:20260611T031711
CREATED:20240914T180500Z
LAST-MODIFIED:20240914T180509Z
UID:10007982-1728565200-1728568800@www.freelivecpe.com
SUMMARY:Creating an Employee Value Proposition
DESCRIPTION:Event Overview\n\n\n\nBy establishing an effective Employee Value Proposition (EVP)\, your organization can stand out in the job market — attracting the new talent you seek and retaining your valued employees. An EVP captures the essence of a company\, focusing on benefits such as compensation\, career development\, work environment\, and company culture. \n\n\n\nDuring this webinar\, we’ll break down what an EVP is and how to create one that effectively attracts top talent and fosters engagement\, loyalty\, and retention.
URL:https://www.freelivecpe.com/event/creating-an-employee-value-proposition/
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/2022/12/download-26-e1700865976908.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241003T140000
DTEND;TZID=America/New_York:20241003T150000
DTSTAMP:20260611T031711
CREATED:20240921T125540Z
LAST-MODIFIED:20240921T125548Z
UID:10008023-1727964000-1727967600@www.freelivecpe.com
SUMMARY:Creating Value through M&A Integration
DESCRIPTION:Join us for an insightful webcast designed to equip both private equity (PE) and strategic acquirers with the knowledge to drive value in mergers and acquisitions (M&A) integration. This session will delve into select levers that are crucial for successful integration\, emphasizing their importance and practical applications. Participants will gain an understanding of how to merge organizational cultures to foster a cohesive and productive environment\, a critical factor in ensuring smooth transitions and sustained performance.  \n\n\n\nWe will cover the significance of synergy tracking\, focusing on identifying and monitoring synergies to guarantee the realization of anticipated benefits. By examining these key areas\, attendees will learn how to effectively harness these levers to maximize value during the integration process. \n\n\n\nKey insights will be shared on the establishment of an Integration Management Office (IMO) and the development of a structured\, repeatable integration process that can be applied to future M&A activities.  \n\n\n\nAfter this session participants will be able to: \n\n\n\nApply the levers to drive value during an integration using example case studies. \n\n\n\nIdentify select levers for driving value in an integration for both PE and strategic acquirers. \n\n\n\nRecognize the importance in M&A integration for each of the levers discussed.
URL:https://www.freelivecpe.com/event/creating-value-through-ma-integration/
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/BDO-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241001T150000
DTEND;TZID=America/New_York:20241001T160000
DTSTAMP:20260611T031711
CREATED:20240907T132204Z
LAST-MODIFIED:20240907T132218Z
UID:10007951-1727794800-1727798400@www.freelivecpe.com
SUMMARY:Best-in-Class Construction CFO: A Forward-Looking Approach
DESCRIPTION:Critically valuable information may lie in what has yet to happen and how leaders in the construction industry can help shape those outcomes. CFOs are uniquely positioned to understand the financial aspects of the organization\, while best-in-class CFOs also anticipate where the organization needs to go and what steps to take to get there. Join us for an informative webinar and learn more about what it means to be a forward-looking CFO in the construction industry. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize what it means to be a forward-looking CFO in the construction industry.\n\n\n\nEvaluate whether your organization exemplifies best-in-class characteristics.\n\n\n\nEmploy strategies and processes to help elevate your role in the organization.\n\n\n\nList common habits of those that have a forward-looking mindset.\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.live broadcast.
URL:https://www.freelivecpe.com/event/best-in-class-construction-cfo-a-forward-looking-approach/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241001T130000
DTEND;TZID=America/New_York:20241001T140000
DTSTAMP:20260611T031711
CREATED:20240902T200048Z
LAST-MODIFIED:20240902T200058Z
UID:10007917-1727787600-1727791200@www.freelivecpe.com
SUMMARY:Create Effective Finance\, Investment\, and Audit Committees
DESCRIPTION:With an everchanging landscape in the public sector\, the role of finance\, investment\, and audit committees continue to grow more demanding and complex. These committees play an integral role in supporting effective governance and trust in financial reporting\, controls\, and oversight. \n\n\n\nJoin us for our webcast\, Create Effective Finance\, Investment\, and Audit Committees. We’ll review practices to enhance your organization’s finance\, investment\, and audit committees\, including roles\, responsibilities\, relationships\, and decision-making models.
URL:https://www.freelivecpe.com/event/create-effective-finance-investment-and-audit-committees/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240926T150000
DTEND;TZID=America/New_York:20240926T160000
DTSTAMP:20260611T031711
CREATED:20240902T195750Z
LAST-MODIFIED:20240902T195845Z
UID:10007916-1727362800-1727366400@www.freelivecpe.com
SUMMARY:Energy CFO survey results: What you need to know 
DESCRIPTION:Event description\n\n\n\nGrant Thornton’s energy finance leaders survey results are in\, and our panelists who focus on serving the energy industry will share the findings and practical takeaways of what leading energy companies are doing to position themselves for growth. \n\n\n\nWe’ll discuss the state of the industry and beyond from finance leaders’ perspectives\, including operational efficiency\, M&A activity\, technology enablement/AI and modernizing the finance function and their impacts on the energy industry\, and will highlight best practices finance leaders can implement based on the data and our experience serving the energy industry.  \n\n\n\nDate and time\n\n\n\nThursday\, September 26\, 2024  \n\n\n\n3:00 PM ET – 4:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\nIdentify practical takeaways energy finance leaders can implement in their companies based on the survey data \n\n\n\nDescribe the findings of the energy finance leaders survey \n\n\n\nRecognize what finance leaders need to know about the current state of the energy industry in the areas of operational efficiency\, M&A\, technology enablement and modernizing the finance function
URL:https://www.freelivecpe.com/event/energy-cfo-survey-results-what-you-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Grant-Thornton-CPE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T140000
DTEND;TZID=America/New_York:20240924T150000
DTSTAMP:20260611T031711
CREATED:20240907T121623Z
LAST-MODIFIED:20240907T121702Z
UID:10007932-1727186400-1727190000@www.freelivecpe.com
SUMMARY:Unlocking excellence: Insights from Deloitte’s Best Managed Companies program
DESCRIPTION:Active in the United States for the past five years\, and sponsored by the Wall Street Journal\, Deloitte has recognized and celebrated private company excellence through its global Best Managed Companies program\, which spans 44 countries. The honorees\, evaluated by independent judges\, demonstrate leading practices across various areas\, including strategy\, execution\, culture\, governance\, and financial performance. We’ll discuss: \n\n\n\n\nLeading practices\, challenges\, and opportunities observed in the program\n\n\n\nAn exploration of case studies of anonymized top-performing companies\n\n\n\nGlobal trends identified by the program
URL:https://www.freelivecpe.com/event/unlocking-excellence-insights-from-deloittes-best-managed-companies-program/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T140000
DTEND;TZID=America/New_York:20240924T150000
DTSTAMP:20260611T031711
CREATED:20240902T205636Z
LAST-MODIFIED:20240902T205646Z
UID:10007924-1727186400-1727190000@www.freelivecpe.com
SUMMARY:How to Drive Client Success & Mitigate Risk When Using Contractors
DESCRIPTION:In a recent survey with Worldwide Business Research (WBR) Insights\, we found that 86% of the companies interviewed (from small businesses to enterprise organizations) plan to increase their use of independent contractors within the next year. While this growth is exciting\, it can also pose challenges\, as continuous regulatory changes impact how organizations must compliantly interact with their contractor workforce. \n\n\n\nLearning Objectives: \n\n\n\n\nExamine the data detailing how today’s businesses use independent contractors\n\n\n\nReview recent regulatory changes regarding independent contractors\n\n\n\nApply strategies for risk mitigation and driving growth for your clients\n\n\n\n\nRegister today\, as you will not want to miss these key insights to better help support your clients utilizing independent contractors! \n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Business Management & Organization – Non-technical \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/how-to-drive-client-success-mitigate-risk-when-using-contractors/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/12/ADP-CE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240919T140000
DTEND;TZID=America/New_York:20240919T150000
DTSTAMP:20260611T031711
CREATED:20240824T171034Z
LAST-MODIFIED:20240824T171329Z
UID:10007898-1726754400-1726758000@www.freelivecpe.com
SUMMARY:Prioritizing People in The Modern Firm
DESCRIPTION:In today’s digital era\, modern accounting firm leaders should be leveraging cloud-based and AI tools to elevate both workflow efficiency and staff experience. In fact\, prioritizing people is the key to differentiating their firms within a competitive landscape. Join Darren Root and John Mitchell for a candid conversation about striking the right balance between technology and humans and how it’s a pathway to a highly productive and profitable modern accounting firm.  \n\n\n\nLearning Objectives: \n\n\n\n\nGain new perspective on the need to balance technology and people.\n\n\n\nUnderstand the evolution of HR and culture over the past 5 years in the profession.\n\n\n\nWalk away with proven tactics for keeping your team engaged amid hybrid work.\n\n\n\nGet practical ideas for providing rich\, unforgettable client experiences.\n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Business Management & Organization – Non-technical \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).Advanced Preparation: None
URL:https://www.freelivecpe.com/event/unlocking-the-power-of-ai-chatbots-in-tax-and-accounting/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/12/ADP-CE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240919T120000
DTEND;TZID=America/New_York:20240919T130000
DTSTAMP:20260611T031711
CREATED:20240824T141219Z
LAST-MODIFIED:20240824T141226Z
UID:10007877-1726747200-1726750800@www.freelivecpe.com
SUMMARY:Budgeting & Forecasting: Creating a Vision for Financial Success
DESCRIPTION:Budgeting and forecasting are critical for small to midsize businesses to understand how operations are going. Join Forvis Mazars for a complimentary webinar as we discuss the mechanics of budget creation\, how to approach controllable variables\, and how your priorities and vision can impact your budget and forecasting plans. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize how historical information and seasonality impact budgeting and forecasting.\n\n\n\nDiscuss how a timely month close is crucial to aligning a budget.\n\n\n\nIdentify significant impacts on revenue and how they influence projected revenue goals.\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/budgeting-forecasting-creating-a-vision-for-financial-success/
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/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240912T123000
DTEND;TZID=America/New_York:20240912T173000
DTSTAMP:20260611T031711
CREATED:20240824T150207Z
LAST-MODIFIED:20240824T150217Z
UID:10007883-1726144200-1726162200@www.freelivecpe.com
SUMMARY:4CPE - Crowe Insights Multiplier
DESCRIPTION:Event details\n\n\n\nJoin us for our next installment of “Crowe Insights Multiplier\, an exclusive event for executives and other business leaders across industries. Explore key economic\, technology\, and regulatory developments with your peers\, either in person or virtually. \n\n\n\nWhy attend?\n\n\n\n\nBecome a knowledge multiplier: Equip yourself with the latest insights on generative AI\, election year tax considerations\, and performance improvement.\n\n\n\nGet a read on market trends: Hear an exclusive update from Michael Feuz\, economist at ITR Economics (now part of Crowe).\n\n\n\nReceive post-event access: Your free registration will include access to recordings from the event and other valuable resources.\n\n\n\n\nWhat to expect\n\n\n\n\nExclusive insights: Learn from Crowe specialists and business thought leaders about how to navigate disruption\, drive innovation\, and keep your business prepared.\n\n\n\nNetworking opportunities: Connect with peers and make valuable new contacts.\n\n\n\nContinuing professional education: Earn up to 4.0 hours of CPE credit while enhancing your knowledge.\n\n\n\n\nLearning objectives\n\n\n\n2025-2026 cyclical changes \n\n\n\n\nAnalyze the impact of global and domestic market trends on business operations and profitability\n\n\n\n\nDevelopments in AI \n\n\n\n\nDiscuss capabilities\, limitations\, and potential risks\n\n\n\n\nPerformance improvement \n\n\n\n\nDiscuss experienced pitfalls in enterprise resource planning (ERP) rollouts as they relate to performance improvement measures down the road\n\n\n\n\nElection impact \n\n\n\n\nExplore the impact of upcoming elections on tax policy
URL:https://www.freelivecpe.com/event/4cpe-crowe-insights-multiplier/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Economics,Information Technology,Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240905T130000
DTEND;TZID=America/New_York:20240905T140000
DTSTAMP:20260611T031711
CREATED:20240803T135005Z
LAST-MODIFIED:20240902T200146Z
UID:10007807-1725541200-1725544800@www.freelivecpe.com
SUMMARY:How to Create Inclusive Boards and Committees
DESCRIPTION:Join us for our webcast\, How to Create Inclusive Boards and Committees. We’ll delve into practical strategies to improve board governance and foster an environment where diverse perspectives can thrive in your organization. \n\n\n\nParticipants will gain insight into how to drive lasting positive impact and contribute to the development of more equitable and effective governance systems.
URL:https://www.freelivecpe.com/event/how-to-create-inclusive-boards-and-committees/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T130000
DTEND;TZID=America/New_York:20240821T140000
DTSTAMP:20260611T031711
CREATED:20240728T205703Z
LAST-MODIFIED:20240728T205710Z
UID:10007783-1724245200-1724248800@www.freelivecpe.com
SUMMARY:Going deeper with clients
DESCRIPTION:Explore strategies to deepen client relationships and provide holistic services that cater to diverse client needs.  \n\n\n\n\nRecognize the importance of deepening client relationships. \n\n\n\n\n\nIdentify client needs and develop a comprehensive service plan. \n\n\n\n\n\nEvaluate techniques for improving communication and building trust with clients. \n\n\n\n\n\nBuild strong\, long-lasting relationships with clients that increase retention and referrals. \n\n\n\n\n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Business Management & Organization – Non-technical \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/going-deeper-with-clients/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240820T130000
DTEND;TZID=America/New_York:20240820T140000
DTSTAMP:20260611T031711
CREATED:20240720T140113Z
LAST-MODIFIED:20240720T140121Z
UID:10007748-1724158800-1724162400@www.freelivecpe.com
SUMMARY:Trends in How We Work and Do Business and Their Tax Relevance
DESCRIPTION:Tracking trends in business practices\, technology\, demographics and more is relevant to staying current in business offerings and client development activities. Trends also have tax relevance as the tax law should not hinder how we live and conduct business. This webinar explores trends in technology\, business and society and their relevance to tax practice and the skills and knowledge we need. Finally\, tax rules that are out of date and possible reforms are noted.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify key trends that have changed the way we work and live today compared to five or more years ago.\n\n\n\nExplain the relevance of these trends to new tax issues and how to deal with them\, hiring tax personnel\, and finding new clients. \n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: Taxes\, Business Management & Organization \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.s only (on-demand viewing is not eligible).edit hour.PE credit.
URL:https://www.freelivecpe.com/event/trends-in-how-we-work-and-do-business-and-their-tax-relevance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/12/ADP-CE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240820T130000
DTEND;TZID=America/New_York:20240820T140000
DTSTAMP:20260611T031711
CREATED:20240720T132814Z
LAST-MODIFIED:20240720T132829Z
UID:10007741-1724158800-1724162400@www.freelivecpe.com
SUMMARY:Composition\, Recruitment\, and Succession Planning for Boards
DESCRIPTION:The most resilient boards actively seek members who bring a diverse mix of skills\, perspectives\, and experiences to the table. \n\n\n\nEspecially within the not-for-profit and public sectors\, it’s critical to ensure your governance group is well positioned to understand stakeholder needs\, fulfill their duties\, and utilize their expertise to guide the organization. \n\n\n\nJoin us for our webcast\, Composition\, Recruitment\, and Succession Planning for Boards. Using real world examples\, we’ll explore standard practices to establish board composition\, identify gaps\, recruit new members\, and plan for smooth leadership transitions.
URL:https://www.freelivecpe.com/event/composition-recruitment-and-succession-planning-for-boards/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240808T130000
DTEND;TZID=America/New_York:20240808T141500
DTSTAMP:20260611T031711
CREATED:20240720T132332Z
LAST-MODIFIED:20240720T132338Z
UID:10007739-1723122000-1723126500@www.freelivecpe.com
SUMMARY:Overcoming Organizational Crisis at Laguna Honda Hospital
DESCRIPTION:Explore effective strategies to navigate organizational challenges and achieve stability\, even amongst the greatest of healthcare crises. From emergency-driven situations to regulatory issuances and legislative impacts\, health care organizations are facing unprecedented challenges. Operational emergencies\, such as staffing shortages and quality and safety issues\, further compound the complexity of the landscape and leave many organizations desperate for relief. \n\n\n\nJoin us for our webcast\, Overcoming Organizational Crisis at Laguna Honda Hospital\, as San Francisco Health Network executives discuss a real-life example of organizational crisis and guide you through proven strategies that empower health care organizations to drive change during times of uncertainty and prepare for what’s next on the horizon.
URL:https://www.freelivecpe.com/event/overcoming-organizational-crisis-at-laguna-honda-hospital/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240807T140000
DTEND;TZID=America/New_York:20240807T150000
DTSTAMP:20260611T031711
CREATED:20240802T194825Z
LAST-MODIFIED:20240802T194838Z
UID:10007787-1723039200-1723042800@www.freelivecpe.com
SUMMARY:Revitalizing and bringing purpose to tax compliance
DESCRIPTION:We have seen recent shifts in how leading organizations are transforming their compliance functions to realize new value: adopting a consolidated or enterprise approach to preparing tax returns; and leveraging the tax provision process to jumpstart and accelerate compliance. In this session we will explore these in more detail and how tax leaders can bring a purposeful approach to tax compliance. We’ll discuss: \n\n\n\n\nConnecting provision and compliance processes\n\n\n\nStreamlining international tax compliance\n\n\n\nExtracting value from the tax compliance process
URL:https://www.freelivecpe.com/event/revitalizing-and-bringing-purpose-to-tax-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T140000
DTEND;TZID=America/New_York:20240731T150000
DTSTAMP:20260611T031711
CREATED:20240629T140711Z
LAST-MODIFIED:20240629T140721Z
UID:10007679-1722434400-1722438000@www.freelivecpe.com
SUMMARY:NAVIGATING THE PRESIDENTIAL ELECTION: INSIGHTS FOR NONPROFIT INVESTMENT RESERVES
DESCRIPTION:OVERVIEW\n\n\n\nAs the upcoming presidential election looms\, nonprofits face a crucial need to understand how political shifts can impact their investment reserves. Our guest presenters from Raffa Investment Advisers will provide invaluable insights into how prudent investment policies can help nonprofits navigate 2024’s political uncertainty. The goal is to empower nonprofit executives to help strengthen their investment policies and effectively segment their investment reserves in advance of the upcoming Presidential election. \n\n\n\nMODERATOR\n\n\n\nDesiree Fortuna\, Director\, Marcum LLP \n\n\n\nPRESENTERS\n\n\n\nMark Murphy\, CFA\, Chief Investment Officer\, Raffa Investment AdvisersRyan Frydenlund\, CIMA\, CIPM\, Director of Operations\, Raffa Investment Advisers \n\n\n\nCPE CREDITS\n\n\n\nProgram DescriptionNavigating the Presidential Election: Insights for Nonprofit Investment ReservesImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course\, the attendee will be able to:Identify proactive strategies and investment policies that can help safeguard nonprofit investment reserves amidst political volatility and economic uncertainty.Instruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudyBusiness Management & OrganizationPrerequisitesBasic knowledge of your organizations investment portfolio.Program LevelOverviewAdvance PreparationNoneCancellation PolicyYou may cancel your registration at any time prior to the event.Complaint Resolution PolicyFor more information regarding refund\, concerns and program cancellation policies\, please contact our offices at erin.crowley@marcumllp.com.Marcum LLP 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.
URL:https://www.freelivecpe.com/event/navigating-the-presidential-election-insights-for-nonprofit-investment-reserves/
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/Marcum-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240725T130000
DTEND;TZID=America/New_York:20240725T140000
DTSTAMP:20260611T031711
CREATED:20240629T113937Z
LAST-MODIFIED:20240629T113943Z
UID:10007661-1721912400-1721916000@www.freelivecpe.com
SUMMARY:Tax Symposium: Intersection of Partnerships and Corporations
DESCRIPTION:Event description\n\n\n\nIn this session\, we will address partnerships owning corporations and corporations owning partnerships. Part one will delve into the basics of dry partnerships\, which are partnerships with no ongoing business activity. During this section\, we’ll explore issues that can arise with preferred interests\, compensatory partnership interests\, and how stock can function as successor property under Section 704(c) of the tax code. \n\n\n\nPart two\, explores the dividends received deduction\, a tax benefit for corporations that receive dividends from certain partnerships\, the process of incorporating a partnership\, as well as the implications of transferring corporations that own partnership interests. Finally\, we’ll explore Up-C structures\, a sophisticated tax planning strategy. \n\n\n\nJoin us for our session on the Intersection of Partnerships and Corporations where we will address partnerships owning corporations and corporations owning partnerships. \n\n\n\nDate and time\n\n\n\nThursday\, July 25\, 2024  \n\n\n\n1:00 PM ET – 2:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\n\nDemonstrate working knowledge of the tax aspects of partnerships owning corporations.\n\n\n\nDetermine how technical developments related to partnerships apply to the ownership of a corporation.\n\n\n\nAnalyze developments and guidance to determine their effects on Up-C Structures.\n\n\n\nDemonstrate a working knowledge of the tax aspects of corporations owning partnerships.
URL:https://www.freelivecpe.com/event/tax-symposium-intersection-of-partnerships-and-corporations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Grant-Thornton-CPE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240723T130000
DTEND;TZID=America/New_York:20240723T140000
DTSTAMP:20260611T031711
CREATED:20240622T184556Z
LAST-MODIFIED:20240622T184609Z
UID:10007639-1721739600-1721743200@www.freelivecpe.com
SUMMARY:Reverse Engineer Your Tax Practice and Reclaim Your Life
DESCRIPTION:Stop allowing the client to define your tax practice\, and start putting yourself and your employees first. We will break down the tax practice into the needs and obligations of the owner(s)\, its employee and clients to better align management priorities in a manner to reduce workplace stress and workload while increasing staff retention and profitability. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the needs of the owner(s)\, employees and clients of the tax practice.\n\n\n\nDefine the type of tax practice to identify appropriate services and clients aligned with that model.\n\n\n\nRecognize the requirements of tax practitioners defined by the AICPA Code of Conduct as well IRS Circular 230.\n\n\n\nDetermine the type of services and clients outside the tax practice’s needs\, model and obligations.\n\n\n\nApply steps to improve owner\, employee and client satisfaction.\n\n\n\n\nDelivery Method: Group Internet \n\n\n\nCourse Level: Basic \n\n\n\nField of Study: BMO \n\n\n\nPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. \n\n\n\nNote: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible). \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/reverse-engineer-your-tax-practice-and-reclaim-your-life/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/12/ADP-CE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240718T140000
DTEND;TZID=America/New_York:20240718T150000
DTSTAMP:20260611T031711
CREATED:20240622T180318Z
LAST-MODIFIED:20240622T180326Z
UID:10007628-1721311200-1721314800@www.freelivecpe.com
SUMMARY:Operational Maximization for T&D Companies through AI\, Automation\, and RPA
DESCRIPTION:Event description\n\n\n\nCompanies seek to achieve capital asset and operational maximization to transform their business. This webcast discusses how the utilization of AI\, RPA\, and automation can help companies achieve operational maximization as well as prepare risk strategies to safeguard against the threats that come with new technology. \n\n\n\nDate and time\n\n\n\nThursday\, July 18\, 2024 \n\n\n\n2:00 PM ET – 3:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\n\nIdentify emerging and proven technologies\n\n\n\nApply best practices for understanding their current tech landscape and potential solutions for transformation\n\n\n\nDefine and develop data strategies
URL:https://www.freelivecpe.com/event/operational-maximization-for-td-companies-through-ai-automation-and-rpa/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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