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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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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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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
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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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