Securing tomorrow: Succession strategies for family enterprises
2026-03-24 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Key takeaways

Leadership transitions can be pivotal moments that shape the destiny of family enterprises—yet succession planning is often postponed or overshadowed by day-to-day demands. Insights from our recent Deloitte Private succession survey of 300 family businesses highlight how a proactive approach can build organizational resilience and safeguard the company’s legacy. Success often hinges on developing internal talent, welcoming external expertise when needed, and fostering strong governance to support seamless transitions. We’ll discuss:

Governance approaches that enable successful transitions

The case for early, intentional succession planning

Strategies to cultivate leaders from within and beyondthe family

From Cost Center to Cash Engine: AI in Collections
2026-03-25 13:00 - 14:00
This webinar explores how finance leaders can transform their accounts receivable collections from a reactive cost center into a strategic cash flow engine. It details a modern approach where AI and automation handle routine work, freeing teams to focus on high-impact activities. Join us and learn how to leverage data-driven strategies and intelligent tools to improve working capital, accelerate cash flow, and reduce revenue leakage. Attendees will leave with a practical playbook for building a more efficient and strategic collections function, turning their A/R team into a significant driver of financial performance.

Learning Objectives

After this webinar, you will be able to:

Recognize how an intelligent collections model improves working capital and cash flow.

Explain the limitations of traditional, reactive collections processes.

Describe a modern, AI-powered operating model for strategic collections.

Identify data-driven strategies to prioritize collection efforts effectively.

Risk Assessment in SQMS 1: Planning & Implementing Your Approach
2026-03-25 14:00 - 15:00
SQMS 1 went into effect on December 15th 2025, impacting audit and assurance practices. Since then, firms have been working toward moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.

We are now at the stage where firms should be defining and ensuring quality objectives are met within their audit and assurance practices, so firms can immediately benefit from the improved quality that SQMS 1 will bring.

Join our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.

This webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.

Learning objectives:

Identify the key activity components in audit and assurance practices and what they mean for your implementation plan

Outline recommended planning actions to undertake to achieve success

Recognize a step-by-step approach to completing your risk assessment

Recall real-world insights and experience of implementation challenges all firms will face

Who should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management, such as managing partners and senior leaders, heads of audit, through to risk and compliance personnel.

The Board’s AI Moment
2026-03-26 13:00 - 14:00
This session will explore how boards and executive teams are navigating the accelerating pace of artificial intelligence and the growing divide between organizations that are realizing meaningful ROI from AI and those that are struggling to integrate it effectively. Drawing on findings from Protiviti’s third annual Global Board Governance Survey in partnership with BoardProspects, this webinar highlights how confidence in responsible AI integration, ethical deployment, and governance frameworks is closely linked to stronger business outcomes.

Based on a global survey of board members and C-Suite leaders, the discussion will examine how perceptions of AI benefits, risks, and obstacles vary by organizational maturity, why innovation risk has emerged as a top concern for more advanced organizations, and what this means for board oversight going forward. Attendees will gain practical insights to help boards ask better questions, strengthen governance, and more effectively oversee AI driven transformation.

Learning Objectives:

Differentiate between organizations with higher and lower levels of AI maturity based on confidence in AI integration, governance practices, and realized return on investment.

Evaluate the key benefits and risks associated with AI adoption, including operational efficiency, customer experience impact, and innovation related risk.

Apply survey insights to strengthen board level oversight and discussions related to AI governance and AI driven transformation.

CPE: 1 credit available for live attendance

*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.

Protiviti 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.

Global Business Services/Global Capability Centers in 2030
2026-03-26 14:00 - 15:00
Key takeaways

By 2030, Global Business Services (GBS) and Global Capability Centers (GCCs) are likely to operate as more digital, data-driven, and product-oriented enterprise platforms—balancing cost, resilience, risk, and outcomes. In this Dbriefs, our panel will explore a 2030 outlook for GBS/GCC organizations and capabilities shaping next‑generation service delivery. We’ll discuss:

• A GBS/GCC 2030 blueprint for how scope, value proposition, and performance measures may evolve beyond efficiency to outcomes—and the capabilities involved• Priority domains and opportunities in finance, IT, HR, supply chain, compliance, commercial, R&D, and more—focusing on end-to-end journeys, not isolated tasks

Going for Gold: Women Leading the Way
2026-03-31 12:00 - 13:00
Webcast overview

The KPMG WORC community invites you to join us for our upcoming webcast on March 31. As Women’s History Month will be coming to a close, our webcast will serve as a perfect time to celebrate women who are leading the way and “going for gold.”

The ability to bounce back from setbacks, lift one another up, and celebrate success is essential for creating a thriving and innovative workplace. Our webcast will feature a panel of leaders across the risk, cybersecurity, legal/regulatory affairs, and internal audit and controls functions who will each provide perspectives on driving towards success in the face of adversity.

Specifically, our speakers will discuss the following:

The importance of celebrating success: why it’s crucial to acknowledge reaching your goals.

Defining ‘going for gold’: what it means for them and their careers.

Bouncing forward from setbacks: tips and stories of overcoming obstacles.

Lifting one another up: how to come together in the face of adversity to achieve aspirations.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions.

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code LZNR4VCH794.

Key Insights from the Q1 2026 CFO Survey
2026-04-07 13:00 - 14:00
Event description

This webcast will explore key findings from the Q1 2026 CFO Survey, a quarterly pulse study of senior finance executives across industries. The discussion will examine how CFOs are responding to shifting economic conditions, evolving cost pressures, and continued investment in technology and digital transformation.

Drawing on survey responses from more than 200 senior finance leaders, the webcast will highlight trends in economic outlook, investment priorities, workforce planning, and finance operating models. Participants will gain insight into how finance leaders are balancing growth objectives with cost management while navigating persistent inflation, customer price sensitivity, and changing expectations around outsourcing and digital transformation.

Webcast details

Date and time

Tuesday, April 07, 20261:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify key economic and strategic trends influencing CFO priorities based on the Q1 2026 CFO Survey results.

Evaluate how organizations are adjusting investment and cost management strategies in response to economic uncertainty and affordability pressures.

Recognize emerging finance operating model trends, including shared services, outsourcing, and offshore strategies.

Anti-fraud blueprint – a foundational approach to fraud risk management
2026-04-08 14:00 - 15:30
Event description

Fraud risks are accelerating in volume and sophistication—especially with the rise of AI—while expectations from boards, regulators and stakeholders keep climbing. This webcast unpacks the new Anti‑Fraud Blueprint, developed with the Association of Certified Fraud Examiners (ACFE), and shows leaders how to translate strategy into execution across the five Fraud Risk Management principles: governance, risk assessment, control activities, investigations & corrective action, and monitoring. You’ll leave with practical checklists, design patterns and a streamlined maturity model you can apply immediately to build, enhance or right‑size your program.

We’ll cover where to start, how to prioritize with triggering events, what “good” looks like for an enterprise control and analytics stack (including AI‑enabled detection), how to operationalize investigations and escalation, and the metrics (KRIs/KPIs) and reporting cadence that keep leadership aligned and risk within appetite.

Webcast details

Date and time

Wednesday, April 08, 20262:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Define the purpose of a Fraud Risk Management program

Distinguish between the five principles of fraud risk management

Describe the steps of a fraud risk assessment

Identify the stages of an Enterprise Anti-Fraud Maturity Assessment

SQMS 1—What’s Next
2026-04-22 14:00 - 15:00
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.

Panelists 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.

Learning Objectives:

Apply practical methods for documenting and managing remediation to closure, so monitoring outcomes support annual evaluation and internal governancend compliance personnel.

Identify core components of an effective SQMS 1 Monitoring & Remediation program, including what to monitor, timing/cadence, roles/responsibilities, and internal reporting expectations

Differentiate firm approaches to designing risk-aligned monitoring plans, including selecting monitoring procedures and determining sampling strategies appropriate to firm size and engagement profile

Evaluate 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

Calibrating the Board’s Engagement in Strategy
2026-04-23 11:00 - 12:00
Webcast overview

Join us as we explore how boards are leaning further in on the strategy process as AI, geopolitical risk, workforce transformation, and more reshape the business landscape.From devoting more time to envisioning the future and scenario planning to making risk and resilience part of the strategy discussion, we’ll explore how boards are calibrating their engagement. What does a strong strategy development process look like? Where can the board add the most value? What do the board and management need from each other to drive a strategy process that aligns opportunity and risk for long-term value?Learning Objectives:

Identify how boards are increasing their involvement in the strategy development process in response to forces such as AI, geopolitical risk, and workforce transformation.

After completing this course, you will be able to:

Describe the characteristics of a strong strategy development process at the board level.

Identify how boards can add the most value during strategy discussions and decision-making.

Understand the role of future envisioning and scenario planning in effective board-level strategy oversight.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience:Board members, CEOsField(s) of Study: Business Management and Organization – 42Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/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 H2N2VFHV36Z.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season, please expect delays in CPE processing.

KPMG 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

Transform How Public Sector Auditors Assess Strategy
2026-04-23 13:00 - 14:30
Event details

A strong strategy is vital for organizational success, yet strategic plans often are developed and then rarely revisited. Over time, this lack of reassessment can result in misalignment between organizational objectives, operations, and oversight.

In this webinar, internal audit professionals will explore foundational concepts of organizational strategy and examine structured approaches public sector internal auditors can use to assess, evaluate, and review strategic plans. They will also discuss practical, auditor-focused methodologies designed to support objective assurance and advisory activities without impairing independence.

Participants can gain insight into common risks associated with strategy development and execution and get insight on how internal audit functions can contribute meaningful perspective on governance, oversight, and continual improvement. They can also learn about frameworks and tools relevant to the public sector environment and the unique challenges auditors face when evaluating strategic initiatives.

After attending this session, participants should be able to:

Explain the importance of assessing and auditing organizational strategic plans

Identify core components of a sound organizational strategy

Describe the role of the internal audit function in evaluating strategy and contributing organizational value

Apply practical methodologies used to audit organizational strategy

Recognize common risks and challenges associated with strategic planning and execution

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Business management & organization

This session is recommended for 1.5 hours of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee. there is no cancellation fee.

Additional CPE information

Manufacturing Modernization: Digital Transformation Now
2026-04-28 15:00 - 16:00
Manufacturers face a critical decision today: innovate now or risk falling behind competitors investing in artificial intelligence (AI) and other emerging technologies. Digital transformation is essential, beginning with aligning strategy, people, and execution around a unified vision. By integrating deep business insights with innovative digital tools, manufacturers can drive change, set clear priorities, and preserve their organizational culture.

Join Forvis Mazars and manufacturing leaders for a focused discussion on practical approaches to advancing your transformation journey and building the financial and operational capacity needed to invest in automation, AI, and other technologies that support a long‑term digital strategy.

Learning Objectives

Upon completion of this program, participants will be able to:

Explain why digital transformation is now a business imperative for manufacturers and why investments in AI and emerging technologies are directly linked to long-term growth.

Describe how to create a culture of innovation through practical governance structures, and explore how innovation committees can accelerate transformation by bringing together diverse perspectives, establishing a structured cadence, prioritizing quick wins, and driving measurable outcomes.

Identify how to align people, processes, data, and technology to scale innovation effectively, and learn how evaluating and strengthening these four foundational pillars can help reduce inefficiencies, free up resources, and create the capacity to invest in automation, AI, and future-ready technologies.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Higher Ed Outlook Series: Lessons From College Mergers
2026-05-01 10:00 - 11:00
College mergers are becoming a strategic choice, rather than a response to financial challenges. Drawing on high-profile partnerships announced over the last 18 months, this webinar will explore what 2025 revealed about why institutions pursue mergers, who participates, and what differentiates successful mergers from risky ones. Attendees will explore how both financially strong and financially constrained institutions are using mergers to help advance their mission, expand programs, improve sustainability, and position themselves for long-term success. Presenters will place special emphasis on the importance of clarifying the “why” behind a potential merger before partnership discussions begin.

Learning Objectives

Upon completion of this program, participants will be able to:

Identify the primary strategic drivers behind recent mergers.

Differentiate between proactive and crisis-driven mergers.

Apply key leadership questions to assess readiness at your own institution.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance, during live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

The untapped edge: Closing the AI activation gap
2026-05-04 12:00 - 13:00
Key takeaways

Deloitte’s 2026 State of AI in the Enterprise report reveals a critical finding: Organizations have unprecedented artificial intelligence (AI) access, yet most struggle to activate it at scale. In this discussion, Deloitte and Snowflake leaders unpack why data readiness remains the top barrier and how governance must evolve for agentic AI. We’ll discuss:

Governed data foundations

Research showing why 85% plan AI agents, yet only 20% have mature governance—organizations achieving transformation versus those stalled in pilots

AI Transformation: A Look Into an AI-Forward Future
2026-05-06 12:00 - 13:00
Explore how artificial intelligence (AI) is reshaping the way organizations operate, compete, and create value. This webinar provides a forward-looking perspective on the evolving role of AI, highlighting how companies are moving beyond experimentation toward enterprisewide transformation.

Through real-world examples and practical insights, this session examines how leading organizations are embedding AI into their core business functions, such as operations, customer engagement, risk management, and even some autonomous decision making. Our professionals will discuss emerging trends, common pitfalls, and the capabilities companies need to develop to scale AI responsibly and effectively. We’ll also address the organizational shifts required, spanning data, talent, governance, and culture, to help unlock meaningful impact.

Join Forvis Mazars for a dynamic discussion on understanding what the future holds for AI-driven organizations. Learn more and discover the questions leaders should be asking today, along with the steps required to prepare for the next era of digital transformation.

Learning Objectives

Upon completion of this program, participants will be able to:

Recognize how AI is transforming core business functions and reshaping competitive advantage across industries.

Identify the key capabilities required to successfully scale AI within an organization, including data, technology, talent, and governance.

Describe practical steps leaders can take today to prepare their companies for an AI-driven future while managing risk and change responsibly.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during the live broadcast.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Building economic resilience: How accounting firms can stay profitable when markets shift
2026-05-06 14:00 - 15:00
This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time.

If you’re feeling busy but not fully clear on the numbers, this session will help you reconnect activity to profitability, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them.

Learning Objectives:

Identify early indicators of financial stress within an accounting firm, including revenue trends, expense pressures, and client payment behavior.

Analyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.

Evaluate cash flow management and forecasting approaches that improve financial predictability and decision-making

Determine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

8am is the professional business platform purpose-built to help lawyers, accountants, and other experts deliver world-class outcomes for their clients and their firms.

CPA 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.

Due Diligence Reimagined: How AI Is Reshaping Valuations and Deal Risk
2026-05-07 13:30 - 14:30
Artificial intelligence (AI) is fundamentally changing how organizations create value and how investors, boards and deal teams must assess it. Traditional due diligence approaches that focus primarily on financials, operations and technology are no longer sufficient to understand the true value, scalability and risk profile of an AI-enabled business.

This one-hour webinar examines how AI maturity, disruption risk and scalability are now critical drivers of valuation. Drawing from Protiviti’s insights paper  Due Diligence Reimagined: AI’s Impact on Valuations, the session introduces a structured, AI-focused due diligence framework and discusses how private equity firms, corporate-development teams, and boards can avoid overpaying for assets vulnerable to AI-driven disruption.

Participants will leave with practical actions they can apply immediately to strengthen diligence, governance, and valuation decisions in an AI-driven market.

Learning Objectives

Upon completion of this program, participants will be able to:

Identify how AI maturity, scalability, and disruption risk impact enterprise valuations and why traditional due diligence approaches may not adequately capture these risks.

Describe the key components of an AI-focused due diligence framework, including evaluating current AI capabilities versus future readiness and competitive exposure.

Assess how AI-driven disruption can erode revenue, compress margins, or undermine existing business models, creating valuation and investment risk.

Apply practical actions that boards, investors and deal teams can take to integrate AI considerations into diligence, valuation and governance decision-making.

CPE: 1 credit available for live attendance

*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.

Protiviti 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.

ELEVATE 2026
2026-05-13 11:00 - 17:15, 2026-05-14 11:00 - 14:45
Description

Whether you’re looking to scale your firm, streamline your workflow, or plan more strategically for the year ahead, the Elevate 2026 virtual conference will help you fast-track the future of your practice. Because Tax Day isn’t the finish line—it’s your starting line for what’s next.Shift gears from reactive work to intentional growth at this two-day event that brings together practical training and product expertise to help you run a more efficient, scalable firm built for resilience in an ever-changing landscape.Across 11 courses, you’ll explore strategies to strengthen your operations, expand your advisory services, and get more value from the tools you already use. You’ll hear from industry experts and Intuit leaders, and earn free CPE/CE credits when you attend live sessions.*We’re especially excited to welcome this year’s keynote speaker, Ruth Buscombe, a Formula 1 analyst and presenter for F1 TV, who will share her insights on how high-performing teams design for pressure and turn strategy into action. Buscombe’s illustrious career gives her a unique understanding of how success isn’t won on cruise control—it’s achieved through judicious preparation and a drive for continuous improvement.

Intuit (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.

Summer 2026 Travel & Leisure Outlook webcast
2026-05-13 14:00 - 15:00
Webcast overview

In this webcast, we’ll unpack KPMG’s latest Consumer Pulse insights and turn them into actions for airlines, gaming, lodging, OTAs/platforms, and destinations.Learning Objectives:

Following this webcast, participants will be able to:

Identify key trends and drivers affecting Travel & Leisure for 2026

Develop a practical action plan for near-term implementation within your organization.

Communicate expected benefits, trade-offs, and stakeholder roles effectively.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience:

C-Suite executives at Travel, Leisure & Hospitality sector

Titles include: CFO, COO, Chief Development Officer, CAO, Head of Tax, Deal professionals

Field(s) of Study: Business Management and Organization – 42Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/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 DYNB9CXC7N2.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season, please expect delays in CPE processing.

KPMG 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

EY Family Enterprise strategies for building value across generations
2026-05-14 13:00 - 14:00
To succeed across generations, family enterprises need a clear approach that addresses both business performance and family dynamics. Enduring family enterprises often focus on four core strategies that serve as the foundation for their sustainable, multigenerational success.

Join our webcast, during which EY professionals will explore the four core strategies and an actionable framework designed to support family enterprises and pinpoint key challenges and gaps, enabling creation of a strong and lasting legacy for future generations.

Discussion topics will include:

Growing a larger, more valuable enterprise

Funding growth and understanding capital alternatives

Balancing the capital needs of the business with the capital needs of the family

Avoiding disruption through effective governance of both the family and the enterprise

Learning objectives

Identify how to grow a family enterprise, how to fund growth and understand capital alternatives in family enterprises, how to balance capital needs of family businesses and the families who own them, and how to avoid distribution through governance in family enterprises.

Panelists

Sean Aylward, Managing Director, Family Enterprise Business Services, Ernst & Young LLP

Jim Bly, Managing Director, Family Enterprise Business Services, Ernst & Young LLP

Cooper Rentfro, Manager, Family Enterprise Business Services, Ernst & Young LLP

Dominic Venditti, Senior Manager, Family Enterprise Business Services, Ernst & Young LLP

Moderator

Brock Griffiths, EY Americas Family Enterprise Leader

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young 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.

Turning Nexus Studies into Consistent Advisory Revenue
2026-05-27 14:00 - 15:00
Seven years after South Dakota v. Wayfair, Inc, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service.

In this session, we’ll explore how Squire & Company is using nexus studies as both a client service differentiator and a scalable revenue stream. With tools like Kintsugi’s free, firm-enabled nexus study, identifying exposure no longer requires specialized SALT resources or additional headcount. Instead, firms can deliver fast, data-driven insights that open the door to deeper advisory conversations.

Join leaders from across the ecosystem as they share how they are operationalizing proactive outreach, packaging nexus insights, and confidently guiding clients through next steps. You’ll also hear how firms are successfully monetizing these engagements, with real-world examples of pricing and positioning.

Learning Objectives

Determine practical pricing and packaging strategies for monetizing nexus study engagements

Evaluate how nexus studies can be positioned as a proactive advisory service and revenue-generating offering

Apply a structured approach to initiating client conversations and using data from nexus study results

5 Steps to Price & Offer Premium Advisory Services with Confidence
2026-05-27 14:00 - 15:00
Description

Are 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.

By attending this course, you will be able to:

Change your mindset and limiting beliefs around sales, pricing, and service offerings

Learn how to differentiate your firm and stand out among competitors

Understand the true value and benefits of offering premium services instead of or in addition to transactional/compliance work

Identify your ideal client and be able to communicate clearly to current/potential clients

Learn the step-by-step system that will allow you to provide premium advisory service in the most efficient and profitable way possible

Who 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.

Emerging Trends in the Nonprofit Sector
2026-05-28 12:00 - 13:00
Event Overview

This 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.

Learning Objectives

Identify key trends reshaping the nonprofit sector and their governance and accountability implications.

Determine financial and operational risks affecting nonprofit sustainability and resilience.

Explain how talent constraints, leadership transitions, and technology adoption influence nonprofit operating models.

Apply sector trends to develop practical, stakeholder-ready recommendations that support compliance and mission success.

Presenters

Kim Hunwardsen, Partner/Tax-Exempt Organizations Practice Leader

Kim 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.

Deb Nelson, CPA, Partner/Nonprofit Industry Leader

Deb 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.

CPE Information

CPE Credits: 1

Field of Study: Business Management & Organization

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

This 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.

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

Rethinking firm growth: How modern accounting firms compete, differentiate and scale
2026-06-02 13:00 - 14:00
CPE credit: 1 hour for CPAs

The 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.

In 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.

Learning objectives:

Identify key shifts impacting the accounting profession and evaluate how these changes affect firm growth and client retention strategies.

Analyze their firm’s current strategies to determine opportunities to intentionally align service offerings, marketing efforts, and firm vision to attract ideal clients.

Explain how payroll data and analytics can be leveraged to expand advisory services beyond compliance and support clients across the full business lifecycle.

Apply practical best practices and turnkey, customizable tools to enhance marketing messaging, client engagement, and service delivery within their own firms.

Level:BasicInstructional method:Group internet-basedNASBA field of study:Business management & organizationProgram prerequisites:NoneAdvance preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.1 SHRM, and 1 CPE credit.

Building future-ready private company boards
2026-06-02 14:00 - 15:00
Key takeaways

Private 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:

How private company boards can stay agile while strengthening governance

How governance fundamentals can help boards keep pace as emerging technology and a dynamic business environment redefine agendas, reporting, and director expectations

How boards can move from monitoring risk to building resilience

2026 Not-for-profit governance and fiscal workshop
2026-06-03 12:00 - 15:00, 2026-06-04 12:00 - 15:00
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!

On 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.

On 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.

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com

Baker 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.

From Compliance to Advisory: Rethinking How Tax Work Gets Done
2026-06-03 14:00 - 15:00
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.

Moderated 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.

Walk 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.

Learning Objectives:

Apply insights from real-world firm experiences to initiate more effective advisory conversations with clients

Analyze the key differences between compliance-focused and advisory-focused tax service models

Evaluate how AI-enabled tools can support advisory workflows and enhance client value

Plante Moran International Inbound Webinar Series
2026-06-09 10:00 - 11:00
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:

Identify planning strategies to establish your presence in the United States.

Understand the fundamentals of federal, state, and local tax systems.

Explore current real estate trends and what they mean for your business location strategy.

Understand the resources needed to effectively manage your global workforce.

Anticipated CPE : 1 credit, Tax

Once 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:

Learn key considerations for location, scalability, and compliance for U.S. warehousing activities.

Understand relevant costing and margin intelligence considerations.

Learn U.S. transfer pricing complexities, and strategic opportunities for intercompany pricing.

Discover best practices to ensure your operations are running smoothly.

Understand regulatory requirements to help you stay in compliance.

Anticipated CPE : 1 credit, Production – Non-technical

Global 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.

Learning objectives:

Learn why M&A is often the preferred approach for accelerating market entry and scaling operations.

Discover key risks under diligence when buying or selling, along with key integration issues.

Understand actionable strategies for expanding in the U.S. market.

Review current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market.

Anticipated CPE : 1 credit, Business Management & Organization – Non-technical

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & 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.
