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DTSTART;TZID=America/New_York:20240919T140000
DTEND;TZID=America/New_York:20240919T150000
DTSTAMP:20240824T171329Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240919T120000
DTEND;TZID=America/New_York:20240919T130000
DTSTAMP:20240824T141226Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240912T123000
DTEND;TZID=America/New_York:20240912T173000
DTSTAMP:20240824T150217Z
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:20240902T200146Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240821T130000
DTEND;TZID=America/New_York:20240821T140000
DTSTAMP:20240728T205710Z
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240820T130000
DTEND;TZID=America/New_York:20240820T140000
DTSTAMP:20240720T140121Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240820T130000
DTEND;TZID=America/New_York:20240820T140000
DTSTAMP:20240720T132829Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240808T130000
DTEND;TZID=America/New_York:20240808T141500
DTSTAMP:20240720T132338Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240807T140000
DTEND;TZID=America/New_York:20240807T150000
DTSTAMP:20240802T194838Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240731T140000
DTEND;TZID=America/New_York:20240731T150000
DTSTAMP:20240629T140721Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240725T130000
DTEND;TZID=America/New_York:20240725T140000
DTSTAMP:20240629T113943Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240723T130000
DTEND;TZID=America/New_York:20240723T140000
DTSTAMP:20240622T184609Z
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240718T140000
DTEND;TZID=America/New_York:20240718T150000
DTSTAMP:20240622T180326Z
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240718T130000
DTEND;TZID=America/New_York:20240718T140000
DTSTAMP:20240622T180744Z
CREATED:20240622T180738Z
LAST-MODIFIED:20240622T180744Z
UID:10007630-1721307600-1721311200@www.freelivecpe.com
SUMMARY:Increase Board Impact: Clarify Roles and Responsibilities
DESCRIPTION:Not-for-profit and public sector boards play a critical part in the success of their organizations. \n\n\n\nWithout a clear sense of their roles and responsibilities\, board operations can devolve into internal conflicts\, micromanagement\, and other issues that can block your organization from achieving its mission. \n\n\n\nJoin us for our webcast\, Increase Board Impact: Clarify Roles and Responsibilities. We’ll review the essential functions of a board and provide actionable strategies to help boards clarify their duties\, create healthy relationships with their management team\, and effectively move their organizations forward.
URL:https://www.freelivecpe.com/event/increase-board-impact-clarify-roles-and-responsibilities/
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:20240710T140000
DTEND;TZID=America/New_York:20240710T150000
DTSTAMP:20240602T185315Z
CREATED:20240602T185303Z
LAST-MODIFIED:20240602T185315Z
UID:10007582-1720620000-1720623600@www.freelivecpe.com
SUMMARY:Internal Audit's Role in Environmental\, Social and Governance
DESCRIPTION:The stay of the SEC climate disclosure rules has provided extra time for companies to prepare for environmental\, social\, and governance (ESG) regulations and reporting obligations in the U.S. This is a critical time to form a comprehensive ESG strategy as the effective date draws ever closer to avoid potential penalties and satisfy external stakeholders. \n\n\n\nEducating your leadership team is one of the first steps you can take as ESG regulations continue to evolve. Identifying key personnel is a vital component of the overall ESG strategy\, and internal auditors will be one of the most valuable contributors in forming your overall strategy. They possess the requisite skills to evaluate existing capabilities\, address risks\, and help identify key metrics – all key components of an ESG strategy.  \n\n\n\nThis webinar will highlight how an internal auditor can help form and maintain your comprehensive ESG strategy and deliver exceptional value. The primary learning objectives are: \n\n\n\n\nUnderstanding alignment between corporate strategy and ESG strategy\n\n\n\nHow does internal audit establish its role in ESG?\n\n\n\nInternal audit’s role in understanding the data compilation process (especially non-financial data)\n\n\n\nCreating processes and standards for unregulated\, unstructured data that is much different from highly scrutinized financial data\n\n\n\nData quality assurance (assessing the quality of the data used for decision-making)\n\n\n\n\nCPE Information \n\n\n\nRecommended CPE Credit: 1Recommended Field of Study: Business Management & OrganizationPrerequisites: NoneProgram Knowledge Level: BasicAdvanced Preparation: None
URL:https://www.freelivecpe.com/event/internal-audits-role-in-environmental-social-and-governance/
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:20240626T140000
DTEND;TZID=America/New_York:20240626T150000
DTSTAMP:20240525T134748Z
CREATED:20240525T134737Z
LAST-MODIFIED:20240525T134748Z
UID:10007543-1719410400-1719414000@www.freelivecpe.com
SUMMARY:TOP 5 NONPROFIT INVESTMENT INSIGHTS
DESCRIPTION:OVERVIEW\n\n\n\nInvesting nonprofit reserves is unique. Our guest presenters\, from Raffa Investment Advisers\, will provide answers to the most important questions they hear from nonprofit staff & volunteers. This engaging session will equip you with the knowledge and confidence to make informed investment decisions for your nonprofit organization. \n\n\n\nMODERATOR\n\n\n\nDesiree Fortuna\, CPA\, Director\, Marcum LLP \n\n\n\nPRESENTERS\n\n\n\nDennis Gogarty\, CFP®\, AIF®\, President\, Raffa Investment AdvisersRyan Frydenlund\, CIMA\, CIPM\, Director of Operations\, Raffa Investment Advisers \n\n\n\nCPE CREDITS\n\n\n\nProgram DescriptionTop 5 Nonprofit Investment InsightsImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course\, the attendee will be able to:Identify when to begin thinking about investing for the first time and how much to hold in reserveDevelop consensus from a diverse Board/Finance CommitteeIdentify the role of staff in nonprofit investing and common restrictions that impact a nonprofit’s investment portfolioInstruction 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/top-5-nonprofit-investment-insights/
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:20240618T130000
DTEND;TZID=America/New_York:20240618T140000
DTSTAMP:20240602T150127Z
CREATED:20240602T150122Z
LAST-MODIFIED:20240602T150127Z
UID:10007569-1718715600-1718719200@www.freelivecpe.com
SUMMARY:Identify Top Risks for Your Health Care Organization
DESCRIPTION:Join us for our webcast\, Identify Top Risks for Your Health Care Organization. We’ll discuss strategies to identify and address evolving top risks facing health care organizations. We’ll cover: \n\n\n\n\nWhy performing entity-wide routine risk assessments are critical for your organization and stakeholders\n\n\n\nStrategies to identify and evaluate top risks facing health care organizations today\n\n\n\nHow to address identified top risks to address with your organization
URL:https://www.freelivecpe.com/event/identify-top-risks-for-your-health-care-organization/
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:20240618T130000
DTEND;TZID=America/New_York:20240618T140000
DTSTAMP:20240524T194142Z
CREATED:20240524T194136Z
LAST-MODIFIED:20240524T194142Z
UID:10007500-1718715600-1718719200@www.freelivecpe.com
SUMMARY:The CFO role is expanding. Ready to be exponential?
DESCRIPTION:“Change in the CFO role” is a familiar topic. But this change? At this pace? It’s exponential—and today’s finance leaders will need to be exponential to meet it head-on. We’ll discuss: \n\n\n\n\nKey macro dynamics and how they are shaping unique business implications across industries\n\n\n\nEvolving responsibilities of an Exponential CFO to accelerate value creation\, drive enterprisewide operational excellence\, and shape talent experience and culture\n\n\n\nHow and what to prioritize as a CFO shifts to become “exponential”
URL:https://www.freelivecpe.com/event/the-cfo-role-is-expanding-ready-to-be-exponential/
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:20240613T130000
DTEND;TZID=America/New_York:20240613T140000
DTSTAMP:20240517T221823Z
CREATED:20240517T221807Z
LAST-MODIFIED:20240517T221823Z
UID:10007484-1718283600-1718287200@www.freelivecpe.com
SUMMARY:Successful Planning for Year-End Starts Now
DESCRIPTION:Event Overview \n\n\n\nPlanning for year-end can be overwhelming\, but ensuring it is done right is crucial to the success and growth of your organization. In this webinar\, we will discuss rules\, limits\, and valuable information to prepare you and your organization for year-end. We will also dive into the importance of compliance and strategic planning for reaching your year-end goals.
URL:https://www.freelivecpe.com/event/successful-planning-for-year-end-starts-now/
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:20240523T140000
DTEND;TZID=America/New_York:20240523T150000
DTSTAMP:20240427T132227Z
CREATED:20240427T132215Z
LAST-MODIFIED:20240427T132227Z
UID:10007387-1716472800-1716476400@www.freelivecpe.com
SUMMARY:Overcoming Talent Challenges – Strategies for SMBs
DESCRIPTION:Small and midsize businesses (SMBs) face an increasingly competitive landscape for recruiting top talent and employee retention. Job misalignment\, manual workflows\, and a fear of automation are some of the challenges that today’s teams face. Join FORVIS as we explore what financial departments could look like\, discuss strategies for business continuity\, and explain ways that a combination of in-house staff and outsourced individuals can create a culture of retention. \n\n\n\nLearning Objectives\n\n\n\n\nDiscuss how to create a fulfilling workplace culture for retaining current employees and an environment that is attractive to potential candidates.\n\n\n\nIdentify how to plan for business continuity and turnover.\n\n\n\nRecognize the value of using nontraditional resources to supplement or complement your existing team structure.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (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.
URL:https://www.freelivecpe.com/event/overcoming-talent-challenges-strategies-for-smbs/
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:20240516T130000
DTEND;TZID=America/New_York:20240516T140000
DTSTAMP:20240427T180401Z
CREATED:20240427T180353Z
LAST-MODIFIED:20240427T180401Z
UID:10007410-1715864400-1715868000@www.freelivecpe.com
SUMMARY:The Health Benefits Spectrum: Options for Every Business and Budget
DESCRIPTION:Data shows offering health benefits can positively impact your employees and your business. Yet\, employers often struggle to find the plan that best meets their unique needs. The reason for this is usually simple: with so many plan types and carriers available\, sorting through the spectrum of options—health reimbursement arrangements\, traditional group health plans\, or a professional employer organization—can be complicated without the proper guidance. \n\n\n\nThis webinar will discuss the differences and considerations between these three popular plan types to help you decide what’s best for you and your clients. \n\n\n\nLearning Objectives: \n\n\n\n\nUnderstand the concept of tax-advantaged health plans\, specifically the Individual Coverage HRA (ICHRA) and Qualified Small Employer (QSEHRA).\n\n\n\nExplore the eligibility requirements and limitations associated with implementing ICHRA and QSEHRA for small business clients.\n\n\n\nLearn how group health plans work\, including how employers select coverage for the employees as a large unit and how costs are often shared between employees and the employer. In addition\, attendees will learn about strategies to pay premiums with pre-tax dollars\, resulting in additional savings.\n\n\n\nUnderstand what a PEO is\, how they operate and which kinds of businesses are a best fit for this solution. In addition to meeting unique needs of employees\, attendees will learn about the full-service offerings made available through a PEO that includes expert support\, technology\, compliance\, hiring\, onboarding\, workers’ comp\, and more — all under one umbrella.\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).
URL:https://www.freelivecpe.com/event/the-health-benefits-spectrum-options-for-every-business-and-budget/
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:20240514T140000
DTEND;TZID=America/New_York:20240514T150000
DTSTAMP:20240329T230325Z
CREATED:20240329T230311Z
LAST-MODIFIED:20240329T230325Z
UID:10007224-1715695200-1715698800@www.freelivecpe.com
SUMMARY:Can your private company board respond to the speed of business?
DESCRIPTION:Business is evolving—fast. From new technologies to new risks to changing consumer demands\, today’s rapidly shifting market dynamics require private companies to continuously evolve to adapt to the current climate. How can a modern board structure and strong governance help companies thrive in this environment? We’ll discuss:  \n\n\n\n\nThe importance of a risk-focused board agenda \n\n\n\nBeing thoughtful about board agenda topics and ownership \n\n\n\nAdjusting board composition to meet the company’s evolving needs \n\n\n\nLeading practices from public company governance
URL:https://www.freelivecpe.com/event/can-your-private-company-board-respond-to-the-speed-of-business/
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:20240509T130000
DTEND;TZID=America/New_York:20240509T140000
DTSTAMP:20240427T150520Z
CREATED:20240427T150514Z
LAST-MODIFIED:20240427T150520Z
UID:10007394-1715259600-1715263200@www.freelivecpe.com
SUMMARY:Assessing and Improving Equity in Grant Management
DESCRIPTION:Effective grant program management can support your organization throughout the entire lifecycle of the grant process—whether you’re in the early stages of applying for funds or seeking to demonstrate the impact of secured grants. Equity is a frequently overlooked component in this grant management lifecycle\, from program design to implementation and participation. \n\n\n\nJoin us for our webcast\, Assessing and Improving Equity in Grant Management\, to learn more about the importance of incorporating equity considerations into your organization’s grant management programs\, and using resources to support communities where diversity impacts participants’ access and ability to benefit from the process.
URL:https://www.freelivecpe.com/event/assessing-and-improving-equity-in-grant-management/
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:20240508T130000
DTEND;TZID=America/New_York:20240508T140000
DTSTAMP:20240405T230744Z
CREATED:20240405T230739Z
LAST-MODIFIED:20240405T230744Z
UID:10007277-1715173200-1715176800@www.freelivecpe.com
SUMMARY:The Need for Business Planning & Analysis in Your Finance Department
DESCRIPTION:Event Overview \n\n\n\nIn ever-changing and uncertain market conditions\, it is essential for business leaders to arm themselves with reliable financial models and cash management plans. Smart business decisions rely on access to key information — from effective budgeting\, forecasting\, and variance analysis to performance monitoring and real-time financial reporting. Through an effective business planning and analysis practice\, you can set financial goals\, devise strategies\, and create budgets to effectively navigate resource allocation and cash flow management in an evolving landscape. \n\n\n\nJoin our webinar as we outline how to fuel your organization with the right modeling and reporting strategies to achieve sustainable growth and long-term success. \n\n\n\nLearning Objectives \n\n\n\n\nExamine the role of business planning and analysis in your finance department.\n\n\n\nExplore effective budgeting\, forecasting\, and financial modeling practices.\n\n\n\nDiscuss various scenarios and how business planning and analysis supports informed decision making.\n\n\n\nIdentify steps to get started and technology’s role in the process.\n\n\n\n\nPresenter(s) \n\n\n\n\nNatalie Miller\, CPA\, CHFPOutsourced Accounting Sr MgrNatalie helps our clients by providing outsourced accounting services\, ranging from daily accounting needs to CFO advisory services\, including business planning and analysis. She works to streamline processes and address any pain points clients are experiencing in maintaining accurate financial records.402.691.5580\n\n\n\nMichael VolzBusiness Planning & Analysis Senior ManagerMichael is a dedicated professional with a passion for helping clients succeed and grow. His expertise lies in simplifying complicated financials into key drivers\, leveraging a data-driven approach to drive informed decision-making.725.263.0369\n\n\n\nShaylee OlsonDirector801.337.3729\n\n\n\n\n\nCPE CREDITS1\n\n\n\nFIELD OF STUDYBusiness Management & Organization\n\n\n\nLEVEL OF KNOWLEDGEBasic\n\n\n\nDELIVERY METHODGroup-Internet Based\n\n\n\n\n \n\n\n\nEide Bailly 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/the-need-for-business-planning-analysis-in-your-finance-department/
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:20240430T130000
DTEND;TZID=America/New_York:20240430T140000
DTSTAMP:20240412T215232Z
CREATED:20240412T215206Z
LAST-MODIFIED:20240412T215232Z
UID:10007298-1714482000-1714485600@www.freelivecpe.com
SUMMARY:2024 MarginPLUS study: Refocusing amid uncertainty
DESCRIPTION:The economic uncertainty of 2023 was not vastly different from past periods\, but how organizations responded to it marked a bold shift. Our 2024 MarginPLUS study of more than 300 business leaders shows a move in favor of a more strategic approach. What obstacles have companies falling short of their cost-reduction targets\, and how can they overcome them? We’ll discuss: \n\n\n\n\nWhy companies are changing their approach to uncertainty amid inflation\, global conflict\, new regulations\, and high interest rates\n\n\n\nThe impact of Generative Artificial Intelligence (GenAI) as a tool to enhance transformation outcomes
URL:https://www.freelivecpe.com/event/2024-marginplus-study-refocusing-amid-uncertainty/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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