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DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260603T191122
CREATED:20260516T130924Z
LAST-MODIFIED:20260516T130929Z
UID:10011134-1779890400-1779894000@www.freelivecpe.com
SUMMARY:5 Steps to Price & Offer Premium Advisory Services with Confidence
DESCRIPTION:Description\n\n\n\nAre you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients\, there is a new way to rewarding the work you do. Chances are you’re undervaluing your expertise\, undercharging your clients and working too many hours for too little in return. This does not feel rewarding or good and is not sustainable. How do you increase your revenue without burning yourself out?Join Michelle Weinstein\, an expert sales strategist\, to learn the NEW way: 5 simple steps that will allow you to offer premium advisory services with confidence – and charge top dollar! She will share how she coaches accounting professionals like you to change their mindset\, identify and communicate your value as an advisor\, and differentiate your firm from the others. \n\n\n\nBy attending this course\, you will be able to: \n\n\n\n\nChange your mindset and limiting beliefs around sales\, pricing\, and service offerings\n\n\n\nLearn how to differentiate your firm and stand out among competitors\n\n\n\nUnderstand the true value and benefits of offering premium services instead of or in addition to transactional/compliance work\n\n\n\nIdentify your ideal client and be able to communicate clearly to current/potential clients\n\n\n\nLearn the step-by-step system that will allow you to provide premium advisory service in the most efficient and profitable way possible\n\n\n\n\nWho Should Attend?Anyone who prepares tax returns and advises clientsPrerequisite: NoneCourse Level: BasicCourse Length: 60 minutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/5-steps-to-price-offer-premium-advisory-services-with-confidence/
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:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260603T191122
CREATED:20260425T141236Z
LAST-MODIFIED:20260425T141908Z
UID:10011001-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Emerging Trends in the Nonprofit Sector
DESCRIPTION:Event Overview\n\n\n\nThis session provides a timely\, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations\, regulatory and compliance considerations\, governance and leadership transitions\, and technology adoption. Designed for nonprofit leaders and trusted advisors\, the session focuses on translating emerging trends into clear\, actionable insights that help organizations protect their mission\, manage risk\, and enhance long-term impact in an increasingly complex operating environment. \n\n\n\nLearning Objectives  \n\n\n\n\nIdentify key trends reshaping the nonprofit sector and their governance and accountability implications.\n\n\n\nDetermine financial and operational risks affecting nonprofit sustainability and resilience.\n\n\n\nExplain how talent constraints\, leadership transitions\, and technology adoption influence nonprofit operating models.\n\n\n\nApply sector trends to develop practical\, stakeholder-ready recommendations that support compliance and mission success.\n\n\n\n\nPresenters  \n\n\n\nKim Hunwardsen\, Partner/Tax-Exempt Organizations Practice Leader \n\n\n\nKim leads our exempt organization tax practice and is a member of Eide Bailly’s National Tax office. Her 30 years of public accounting experience has been devoted entirely to working with various types of tax-exempt organizations including private foundations\, hospitals\, higher education institutions\, and other public charities. During this time\, she has worked closely with many nonprofits to address challenging tax issues so that they are resolved in the manner most beneficial to the organization. Kim consults on issues such as mergers and acquisitions\, formation of tax-exempt entities\, unrelated business income issues\, compensation and benefit issues\, restructuring of healthcare systems\, IRS exams\, and community health needs assessments\, among many other unique requirements of exempt organizations. Kim is a frequent speaker regarding tax issues that impact nonprofit organizations. \n\n\n\nDeb Nelson\, CPA\, Partner/Nonprofit Industry Leader  \n\n\n\nDeb specializes in working with tax-exempt organizations to address a wide range of tax issues and guide organizations through tax compliance. She has extensive experience with tax consulting\, planning\, and compliance services and works with organizations to understand the impact of tax law and reporting changes and develops strategies to address these changes.   \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Business Management & Organization \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/emerging-trends-in-the-nonprofit-sector/
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:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260603T191122
CREATED:20260502T133017Z
LAST-MODIFIED:20260502T133022Z
UID:10011044-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Rethinking firm growth: How modern accounting firms compete\, differentiate and scale
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nThe accounting profession is evolving rapidly. Shifts in technology\, rising client expectations\, AI adoption\, and changing buyer behavior are redefining how firms grow\, compete\, and deliver value. While referrals remain an important source of new business\, today’s buyers are more informed than ever and expect clear differentiation\, proactive guidance\, and modern service models from their accounting partners. \n\n\n\nIn this session\, Darren Root\, co-founder of Better Everyday\, will share his principles for intentionally aligning firm strategy\, service offerings\, and marketing efforts. Participants will explore how accounting firms can evolve their go to market approach to attract and retain ideal clients while creating scalable\, sustainable growth. The session will also address the growing role of marketing\, data\, and AI in helping firms communicate their value\, remain relevant\, and better serve clients\, using payroll as a practical case study to illustrate how intentional service decisions can drive growth\, differentiation\, and advisory expansion. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify key shifts impacting the accounting profession and evaluate how these changes affect firm growth and client retention strategies.\n\n\n\nAnalyze their firm’s current strategies to determine opportunities to intentionally align service offerings\, marketing efforts\, and firm vision to attract ideal clients.\n\n\n\nExplain how payroll data and analytics can be leveraged to expand advisory services beyond compliance and support clients across the full business lifecycle.\n\n\n\nApply practical best practices and turnkey\, customizable tools to enhance marketing messaging\, client engagement\, and service delivery within their own firms.\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Business management & organizationProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/rethinking-firm-growth-how-modern-accounting-firms-compete-differentiate-and-scale/
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:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260603T191122
CREATED:20260515T195806Z
LAST-MODIFIED:20260515T195811Z
UID:10011106-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Building future-ready private company boards
DESCRIPTION:Key takeaways \n\n\n\nPrivate company boards are entering a new era—one demanding sharp strategy\, broad expertise\, and a future-focused mindset. This webcast explores what it means to build smart boards\, from board structure and composition to artificial intelligence and risk oversight. We’ll discuss: \n\n\n\nHow private company boards can stay agile while strengthening governance \n\n\n\nHow governance fundamentals can help boards keep pace as emerging technology and a dynamic business environment redefine agendas\, reporting\, and director expectations \n\n\n\nHow boards can move from monitoring risk to building resilience
URL:https://www.freelivecpe.com/event/building-future-ready-private-company-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:20260603T120000
DTEND;TZID=America/New_York:20260603T150000
DTSTAMP:20260603T191122
CREATED:20260511T204142Z
LAST-MODIFIED:20260511T204206Z
UID:10011104-1780488000-1780498800@www.freelivecpe.com
SUMMARY:2026 Not-for-profit governance and fiscal workshop
DESCRIPTION:Over the course of two days\, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!   \n\n\n\nOn day one\, we will focus on governance\, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management\, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud\, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.  \n\n\n\nOn day two\, we will turn to innovation\, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI\, opportunities to support capital investment and growth\, and a discussion of how governance plays a critical role in tax compliance and reputational risk. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/2026-not-for-profit-governance-and-fiscal-workshop/2026-06-03/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260603T140000
DTEND;TZID=America/New_York:20260603T150000
DTSTAMP:20260603T191122
CREATED:20260524T185129Z
LAST-MODIFIED:20260524T185134Z
UID:10011190-1780495200-1780498800@www.freelivecpe.com
SUMMARY:From Compliance to Advisory: Rethinking How Tax Work Gets Done
DESCRIPTION:Tax season may be over\, but the opportunity to transform your firm is just beginning. Join us for a timely conversation on how leading firms are rethinking the way work gets done and where greater value can be delivered.  \n\n\n\nModerated by Brandon Allfrey\, this interactive session explores the keys to tax transformation and brings them into real-world focus. You’ll hear directly from CCK Strategies as they reflect on their recent tax season and share how they used AI tax research to enhance decision-making\, improve efficiency\, and unlock more strategic client conversations.  \n\n\n\nWalk away with a clear\, practical view of what “different ways of working” look like in action – and how you can start making the shift from compliance to advisory immediately after tax season. \n\n\n\nLearning Objectives:  \n\n\n\nApply insights from real-world firm experiences to initiate more effective advisory conversations with clients \n\n\n\nAnalyze the key differences between compliance-focused and advisory-focused tax service models \n\n\n\nEvaluate how AI-enabled tools can support advisory workflows and enhance client value
URL:https://www.freelivecpe.com/event/from-compliance-to-advisory-rethinking-how-tax-work-gets-done/
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:20260604T120000
DTEND;TZID=America/New_York:20260604T150000
DTSTAMP:20260603T191122
CREATED:20260511T204142Z
LAST-MODIFIED:20260511T204206Z
UID:10011105-1780574400-1780585200@www.freelivecpe.com
SUMMARY:2026 Not-for-profit governance and fiscal workshop
DESCRIPTION:Over the course of two days\, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!   \n\n\n\nOn day one\, we will focus on governance\, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management\, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud\, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.  \n\n\n\nOn day two\, we will turn to innovation\, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI\, opportunities to support capital investment and growth\, and a discussion of how governance plays a critical role in tax compliance and reputational risk. \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/2026-not-for-profit-governance-and-fiscal-workshop/2026-06-04/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T100000
DTEND;TZID=America/New_York:20260609T110000
DTSTAMP:20260603T191122
CREATED:20260509T151626Z
LAST-MODIFIED:20260509T151631Z
UID:10011092-1780999200-1781002800@www.freelivecpe.com
SUMMARY:Plante Moran International Inbound Webinar Series
DESCRIPTION:Entering the U.S. market can be challenging\, especially during periods of economic\, regulatory\, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively\, establish operations smoothly\, and navigate the U.S. business environment with confidence. During this webinar\, attendees will hear from specialists across our state and local tax and international tax practices\, our global mobility tax practice\, and our commercial real estate advisors practice\, offering a wide range of perspectives for international businesses.  Learning objectives:  \n\n\n\n\nIdentify planning strategies to establish your presence in the United States.  \n\n\n\n\n\nUnderstand the fundamentals of federal\, state\, and local tax systems.\n\n\n\nExplore current real estate trends and what they mean for your business location strategy.  \n\n\n\n\n\nUnderstand the resources needed to effectively manage your global workforce. \n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nOnce an organization is past the initial steps of entering the U.S. market\, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations\, managing logistics\, navigating transfer pricing complexities\, and maintaining regulatory readiness. During this webinar\, attendees will hear from our transfer pricing practice\, our strategy and operations team\, and our international audit practice\, helping you streamline operations and reduce risk. Learning objectives:  \n\n\n\n\nLearn key considerations for location\, scalability\, and compliance for U.S. warehousing activities.  \n\n\n\n\n\nUnderstand relevant costing and margin intelligence considerations.  \n\n\n\n\n\nLearn U.S. transfer pricing complexities\, and strategic opportunities for intercompany pricing.  \n\n\n\n\n\nDiscover best practices to ensure your operations are running smoothly.  \n\n\n\n\n\nUnderstand regulatory requirements to help you stay in compliance. \n\n\n\n\nAnticipated CPE : 1 credit\, Production – Non-technical \n\n\n\nGlobal businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar\, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable\, long-term success.   \n\n\n\nLearning objectives:  \n\n\n\n\nLearn why M&A is often the preferred approach for accelerating market entry and scaling operations.  \n\n\n\n\n\nDiscover key risks under diligence when buying or selling\, along with key integration issues.  \n\n\n\n\n\nUnderstand actionable strategies for expanding in the U.S. market.   \n\n\n\n\n\nReview current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market. \n\n\n\n\nAnticipated CPE : 1 credit\, Business Management & Organization – Non-technical \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/plante-moran-international-inbound-webinar-series/2026-06-09/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Production,Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T191122
CREATED:20260524T002936Z
LAST-MODIFIED:20260524T002941Z
UID:10011181-1781013600-1781017200@www.freelivecpe.com
SUMMARY:The Sandwich Firm Squeeze: Aligning Business Strategy\, Client Expectations\, and Workflow
DESCRIPTION:Description\n\n\n\nToday’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control\, team demands for automation and flexibility\, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team\, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.In this candid\, practitioner-led session\, CPA firm owner Karen Collom shares how modernizing her workflow with a connected\, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team\, improved client retention across the entire technology spectrum\, and transformed her practice into a high-value asset.Join us to explore the operational decisions that separate firms that thrive from those that grind\, and learn how to build a practice that works for everyone. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.\n\n\n\nEvaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.\n\n\n\nApply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.\n\n\n\nRecognize the operational characteristics that increase firm valuation and attractiveness to buyers\, successors\, and strategic partners.\n\n\n\n\nWho Should Attend:Tax & accounting firm owners\, sole proprietors\, managing partners\, and practice leaders who are evaluating their current workflow\, technology stack\, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software. \n\n\n\nPrerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE Credit: 1CE Credit: 0 \n\n\n\nIntuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/the-sandwich-firm-squeeze-aligning-business-strategy-client-expectations-and-workflow/
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:20260609T150000
DTEND;TZID=America/New_York:20260609T160000
DTSTAMP:20260603T191122
CREATED:20260516T134129Z
LAST-MODIFIED:20260516T134134Z
UID:10011141-1781017200-1781020800@www.freelivecpe.com
SUMMARY:Ask Ryan Lazanis Anything
DESCRIPTION:After successfully building and exiting a cloud-based firm\, Ryan now spends his time helping thousands of firm leaders move away from the hustle and toward more streamlined operations that support the lifestyles they truly want.Luke Frye\, CPA\, Canopy’s accountant in residence\, will moderate the conversation\, but the ultimate direction is up to you. Get ready to “upsmart” your operations\, automate your most tedious tasks\, and learn how to scale your firm without feeling tethered to your desk. \n\n\n\nWhat you’ll learn: \n\n\n\nRyan’s take on where automation and AI are providing the most valueeason ahead. \n\n\n\nHow to stop the cycle of constant “busy work” and start building a self-sustaining firm \n\n\n\nStrategies for choosing a unified tech stack that eliminates tool sprawl and fatigue \n\n\n\n\n\n\n\nCPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
URL:https://www.freelivecpe.com/event/ask-ryan-lazanis-anything/
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:20260610T110000
DTEND;TZID=America/New_York:20260610T120000
DTSTAMP:20260603T191122
CREATED:20260502T140047Z
LAST-MODIFIED:20260502T140052Z
UID:10011048-1781089200-1781092800@www.freelivecpe.com
SUMMARY:Beyond Skills and Training: Confronting Uncertainty in the Age of AI
DESCRIPTION:Join us for an interactive webinar that builds on insights from the Protiviti and London School of Economics GENERATIONS research to explore the most human side of AI at work: fear — what drives it\, how it manifests in the workplace\, and why it can quietly undermine adoption. While organizations are increasingly clear about what AI can do\, many struggle to connect the dots for employees on what AI means for their roles\, skills and future career paths. \n\n\n\nJoin us on Wednesday\, June 10th for a 60-minute discussion where Protiviti Managing Director Matt Duncan will be joined by Dr. Daniel Jolles from The Inclusion Initiative at the London School of Economics.They will cover: \n\n\n\n\nWhere AI change efforts often break down\, and how leaders can better translate AI strategy into day‑to‑day impact on their most important assets\, their people.\n\n\n\nWhat fear signals about trust\, identity and uncertainty — and what the evidence shows actually reduces anxiety while improving performance.\n\n\n\nReal‑world examples of how organizations are addressing fear through manager enablement\, role clarity and transparent communication. \n\n\n\n\nLearning Objectives: \n\n\n\n\nIdentify common sources of employee fear related to AI adoption and role change.\n\n\n\nExplain why AI initiatives often stall when leaders fail to translate enterprise strategy into individual level implications.\n\n\n\nDifferentiate between productive concern and disengaging fear\, and recognize how each may show up in the workplace.\n\n\n\nDescribe evidence based actions leaders and managers can take to reduce uncertainty and build trust during AI driven change.\n\n\n\nApply practical communication and change approaches to help employees understand how their roles may evolve alongside AI.\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions. \n\n\n\nProtiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund\, concerns\, and program cancellation policies\, please contact the CPE Administrator at cpeprograms@protiviti.com.
URL:https://www.freelivecpe.com/event/beyond-skills-and-training-confronting-uncertainty-in-the-age-of-ai/
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:20260610T130000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260603T191122
CREATED:20260516T141600Z
LAST-MODIFIED:20260516T141605Z
UID:10011151-1781096400-1781100000@www.freelivecpe.com
SUMMARY:Consumer Markets Hot Topics Webcast
DESCRIPTION:Join PwC leaders for a CPE-eligible virtual webcast on what’s next for the consumer sector. \n\n\n\nPresenters:Ali Furman\, Consumer Markets Industry Leader\, PwC USJill Niland\, Partner\, Cloud Engineering\, Data & Analytics and AI\, PwC USMike Ross\, Consumer Markets Deals Leader\, PwC USJason Ruge​\, Head of US Google Cloud Alliance and Practice\, ​PwC USJohn Thompson\, Principal\, Fraud\, Investigations and Regulatory Enforcement\, PwC USMark Truchan\, Principal\, Trade and Tariffs\, PwC USAnthony DiFruscio​\, Head of AI Sales\, ​Google \n\n\n\nWho should attend: Consumer Markets C-Suite leaders (CEO\, COO\, CFO\, CSO\, CCO\, CRO\, CDO\, CTO\, CIO) and SVP/VP/Directors across Transformation\, AI\, Trade\, Compliance\, Finance\, Supply Chain\, and Marketing. \n\n\n\nCPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.
URL:https://www.freelivecpe.com/event/consumer-markets-hot-topics-webcast-3/
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:20260616T120000
DTEND;TZID=America/New_York:20260616T130000
DTSTAMP:20260603T191122
CREATED:20260524T003129Z
LAST-MODIFIED:20260524T003133Z
UID:10011182-1781611200-1781614800@www.freelivecpe.com
SUMMARY:In The Driver's Seat: The Next Chapter in Accounting
DESCRIPTION:Description\n\n\n\nTax and accounting professionals operate in complex environments where efficiency and accuracy are essential. Many firms rely on disconnected systems\, creating inefficiencies and limiting higher-value services.This session explores workflow optimization using integrated systems\, including the Intuit Accountant Suite. Attendees will learn how consolidating tools and using practice management features can improve consistency and reduce friction.Participants will also review methods to identify advisory opportunities using financial data. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify uses for Intuit Accountant Suite to improve efficiency and deliver higher-value services\n\n\n\nEvaluate how to manage and e-file returns within a single platformIdentify advisory opportunities using AI-driven insights\n\n\n\nEvaluate the Intuit ProPartner Program and its benefits\n\n\n\nApply tiers and rewards to scale profitability\n\n\n\n\nWho Should Attend?Tax and accounting professionals and firm leaders \n\n\n\nPrerequisites: NoneAdvanced Preparation: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0 \n\n\n\nIntuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies\, please reach out to Protax_training@intuit.com.@intuit.com.
URL:https://www.freelivecpe.com/event/in-the-drivers-seat-the-next-chapter-in-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:20260624T140000
DTEND;TZID=America/New_York:20260624T150000
DTSTAMP:20260603T191122
CREATED:20260524T185319Z
LAST-MODIFIED:20260524T185324Z
UID:10011191-1782309600-1782313200@www.freelivecpe.com
SUMMARY:SQMS 1—What’s Next: Firm Viewpoints and Plans on Monitoring & Remediation
DESCRIPTION:This webinar will let you hear how firms are putting Monitoring & Remediation into motion under SQMS 1: what they’re monitoring\, when they are monitoring\, how they’re monitoring\, and how they are reporting internally.  You will also hear from global subject matter experts on how firms are evaluating findings and deficiencies. We’ll share practical examples of how firms are structuring\, executing and managing their monitoring to support the annual evaluation.    \n\n\n\nPanelists will include subject matter experts and firms who will provide local and global perspective for firms from sole practitioners to larger firms.  You will also get the opportunity to pose questions on what’s working and not working right now as they operationalize Monitoring & Remediation.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify core components of an effective SQMS 1 Monitoring & Remediation program\, including what to monitor\, timing/cadence\, roles/responsibilities\, and internal reporting expectations \n\n\n\nDifferentiate firm approaches to designing risk-aligned monitoring plans\, including selecting monitoring procedures and determining sampling strategies appropriate to firm size and engagement profile \n\n\n\nEvaluate how firms assess monitoring results to determine when issues rise to the level of findings or deficiencies\, including considerations for severity\, pervasiveness\, and root cause \n\n\n\nApply practical methods for documenting and managing remediation to closure\, so monitoring outcomes support annual evaluation and internal governance \n\n\n\n\nWho should attend: Designed for firms preparing to launch (or refine) their monitoring cycle\, this session provides examples of firms approaches such as defining a monitoring plan aligned to quality risks\, selecting procedures and samples\, capturing results consistently\, and building a remediation process that proves closure.
URL:https://www.freelivecpe.com/event/sqms-1-whats-next-firm-viewpoints-and-plans-on-monitoring-remediation/
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:20260625T110000
DTEND;TZID=America/New_York:20260625T120000
DTSTAMP:20260603T191122
CREATED:20260531T131739Z
LAST-MODIFIED:20260531T131744Z
UID:10011205-1782385200-1782388800@www.freelivecpe.com
SUMMARY:Lessons from the 2026 Proxy Season
DESCRIPTION:Webcast overview\n\n\n\nJoin us for the next KPMG Board Leadership Center quarterly webcast as we discuss trends from the 2026 proxy season.Topics to be discussed include: \n\n\n\n\nA look at proxy voting trends and outcomes\n\n\n\nActivist investors and shareholder engagement\n\n\n\nThe board’s story and corporate disclosure\n\n\n\n\nLearning Objectives:After completing this course\, you will be able to: \n\n\n\n\nIdentify trends from the 2026 proxy season\n\n\n\nDiscuss how you can prepare for next year during the proxy “off season”\n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Board Directors\, Chief Executive OfficersField(s) of Study: Business Management and Organization – 42 \n\n\n\nThe final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code HXNJRJJZTPN.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\nKPMG 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 addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/lessons-from-the-2026-proxy-season/
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/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260630T100000
DTEND;TZID=America/New_York:20260630T110000
DTSTAMP:20260603T191122
CREATED:20260509T151626Z
LAST-MODIFIED:20260509T151631Z
UID:10011093-1782813600-1782817200@www.freelivecpe.com
SUMMARY:Plante Moran International Inbound Webinar Series
DESCRIPTION:Entering the U.S. market can be challenging\, especially during periods of economic\, regulatory\, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively\, establish operations smoothly\, and navigate the U.S. business environment with confidence. During this webinar\, attendees will hear from specialists across our state and local tax and international tax practices\, our global mobility tax practice\, and our commercial real estate advisors practice\, offering a wide range of perspectives for international businesses.  Learning objectives:  \n\n\n\n\nIdentify planning strategies to establish your presence in the United States.  \n\n\n\n\n\nUnderstand the fundamentals of federal\, state\, and local tax systems.\n\n\n\nExplore current real estate trends and what they mean for your business location strategy.  \n\n\n\n\n\nUnderstand the resources needed to effectively manage your global workforce. \n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nOnce an organization is past the initial steps of entering the U.S. market\, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations\, managing logistics\, navigating transfer pricing complexities\, and maintaining regulatory readiness. During this webinar\, attendees will hear from our transfer pricing practice\, our strategy and operations team\, and our international audit practice\, helping you streamline operations and reduce risk. Learning objectives:  \n\n\n\n\nLearn key considerations for location\, scalability\, and compliance for U.S. warehousing activities.  \n\n\n\n\n\nUnderstand relevant costing and margin intelligence considerations.  \n\n\n\n\n\nLearn U.S. transfer pricing complexities\, and strategic opportunities for intercompany pricing.  \n\n\n\n\n\nDiscover best practices to ensure your operations are running smoothly.  \n\n\n\n\n\nUnderstand regulatory requirements to help you stay in compliance. \n\n\n\n\nAnticipated CPE : 1 credit\, Production – Non-technical \n\n\n\nGlobal businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar\, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable\, long-term success.   \n\n\n\nLearning objectives:  \n\n\n\n\nLearn why M&A is often the preferred approach for accelerating market entry and scaling operations.  \n\n\n\n\n\nDiscover key risks under diligence when buying or selling\, along with key integration issues.  \n\n\n\n\n\nUnderstand actionable strategies for expanding in the U.S. market.   \n\n\n\n\n\nReview current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market. \n\n\n\n\nAnticipated CPE : 1 credit\, Business Management & Organization – Non-technical \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/plante-moran-international-inbound-webinar-series/2026-06-30/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Production,Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T100000
DTEND;TZID=America/New_York:20260715T110000
DTSTAMP:20260603T191122
CREATED:20260509T151626Z
LAST-MODIFIED:20260509T151631Z
UID:10011094-1784109600-1784113200@www.freelivecpe.com
SUMMARY:Plante Moran International Inbound Webinar Series
DESCRIPTION:Entering the U.S. market can be challenging\, especially during periods of economic\, regulatory\, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively\, establish operations smoothly\, and navigate the U.S. business environment with confidence. During this webinar\, attendees will hear from specialists across our state and local tax and international tax practices\, our global mobility tax practice\, and our commercial real estate advisors practice\, offering a wide range of perspectives for international businesses.  Learning objectives:  \n\n\n\n\nIdentify planning strategies to establish your presence in the United States.  \n\n\n\n\n\nUnderstand the fundamentals of federal\, state\, and local tax systems.\n\n\n\nExplore current real estate trends and what they mean for your business location strategy.  \n\n\n\n\n\nUnderstand the resources needed to effectively manage your global workforce. \n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nOnce an organization is past the initial steps of entering the U.S. market\, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations\, managing logistics\, navigating transfer pricing complexities\, and maintaining regulatory readiness. During this webinar\, attendees will hear from our transfer pricing practice\, our strategy and operations team\, and our international audit practice\, helping you streamline operations and reduce risk. Learning objectives:  \n\n\n\n\nLearn key considerations for location\, scalability\, and compliance for U.S. warehousing activities.  \n\n\n\n\n\nUnderstand relevant costing and margin intelligence considerations.  \n\n\n\n\n\nLearn U.S. transfer pricing complexities\, and strategic opportunities for intercompany pricing.  \n\n\n\n\n\nDiscover best practices to ensure your operations are running smoothly.  \n\n\n\n\n\nUnderstand regulatory requirements to help you stay in compliance. \n\n\n\n\nAnticipated CPE : 1 credit\, Production – Non-technical \n\n\n\nGlobal businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar\, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable\, long-term success.   \n\n\n\nLearning objectives:  \n\n\n\n\nLearn why M&A is often the preferred approach for accelerating market entry and scaling operations.  \n\n\n\n\n\nDiscover key risks under diligence when buying or selling\, along with key integration issues.  \n\n\n\n\n\nUnderstand actionable strategies for expanding in the U.S. market.   \n\n\n\n\n\nReview current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market. \n\n\n\n\nAnticipated CPE : 1 credit\, Business Management & Organization – Non-technical \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/plante-moran-international-inbound-webinar-series/2026-07-15/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Production,Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
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END:VCALENDAR