Student Financial Aid Webinar Series
2025-09-26 12:00 - 13:00, 2025-11-11 15:00 - 16:00, 2025-12-04 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

This webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical, strategic, and human-centered metrics.

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.

The KPMG Blueprint for Modern Supply Chains
2025-10-08 14:00 - 15:00
Webcast overview

Join our fireside chat to explore how KPMG is transforming supply chain operations as our speakers share actionable insights. You will:

Examine how leaders can balance technology investments with organizational change to maximize the value of AI and digital supply chain solutions.

Understand how AI is transforming supply chain strategy, planning, and execution to enhance productivity and responsiveness.

Identify best practices for managing supply chain disruptions and mitigating risks through advanced analytics, digital tools, and proactive scenario planning.

Discuss emerging trends in supply chain risk management, including geopolitical volatility, supplier diversification, and sustainability considerations.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code DYNFVCYVN2K.

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 (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Strategic bets to prepare for quantum computing
2025-10-16 11:00 - 12:00
Key takeaways

Quantum computing is accelerating faster than many expected, creating both opportunities and risks for organizations across industries. Yet talent gaps, technical uncertainty, and lack of preparedness could leave companies scrambling to catch up. We’ll discuss:

Four quantum scenarios organizations could face by 2030—and what could trigger each

Strategic actions organizations can take specific to leadership, operating models, and workforce to prepare for multiple futures

Why waiting for a technical breakthrough could leave organizations behind

The Future of Outsourcing: Rethink Everything
2025-10-22 14:00 - 15:00
Webcast overview

Join us to explore how companies are going beyond cost savings to transform outsourcing into a strategic tool for innovation and value creation.

You will learn:

Outsourcing’s New Era:​ Discover the paradigm shift of outsourcing from a transactional lever to a transformational capability​

The Evolving Ecosystem: Learn how KPMG is helping clients navigate and govern across multiple delivery models

Building Collaborative Partnerships: Explain what is required to build a collaborative partnership and the benefits of doing so

Procurement’s Role in Navigating the Complexity: Describe the evolution of procurement and their expanding responsibilities beyond contracting and cost control

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 (or dial in for audio‑only participation).

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 VFNP9JMZ242.

KPMG Private Markets Pulse: Perspectives on the investment landscape
2025-10-23 12:00 - 13:00
Webcast overview

Don’t miss this webcast to hear timely perspectives on the private company investment landscape. Featuring an external speaker from Union Square Ventures alongside KPMG Private Audit and Tax leaders, we will share recent survey findings, insights on growth and AI, and perspectives on the deal and IPO market.

What you will learn

In this webcast, panelists will discuss:

The latest findings from a recent investor pulse survey gauging investor sentiment on topics such as, top catalysts for growth like artificial intelligence, the deal market, interest rates, and more.

Views on factors influencing both investors and private company investment priorities.

Perspectives on the IPO market and growth in the near-term and beyond.

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 (or dial in for audio‑only participation).

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 HNNRWXB2TZW.

Geopolitics meets AI: Implications for board oversight
2025-10-30 11:00 - 12:00
Webcast overview

Join us as we explore the geopolitical forces shaping the advance of artificial intelligence (AI) and the implications for corporate strategy, risk, and board oversight.

From regulatory fragmentation and geotech rivalries to supply chain issues and trust and transparency, we’ll consider how companies are navigating the risks and opportunities of AI adoption in the evolving global landscape. We’ll also share practical insights to help sharpen the board’s geopolitical lens, including the interplay of geopolitical risks, monitoring international developments and structural shifts, and gaming-out scenarios.

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 (or dial in for audio‑only participation).

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 VLN6KVZYZRG.

Make Sense of Your CAS Data: Creating Know-how From Numbers
2025-11-03 14:00 - 15:00
Data is the key to unlocking smarter services, streamlined workflows, and scalable growth in your CAS practice. But turning raw numbers into actionable insights isn’t always straight forward–even with the power of AI. It requires more than spreadsheets and intuition. Having the right infrastructure, a clear strategy, and the right technology partners, however, can make data insights a scalable reality.

This session is designed for CAS professionals on the journey to transforming how they deliver value to clients. From the lens of a family office practice, Kim Blascoe, CPA, of CPA.com and Cristine Baeza of AdvicePeriod will how modern platforms—many of them built with your CAS practice in mind—bring client data together, automate the routine, and generate insights that drive decisions. You’ll leave with a stronger grasp of how to make data work for you, not the other way around.

Learning objectives:

Describe how automation tools help make data more accessible and actionable.

Identify how data insights support the value you can provide to clients, especially in the family office space.

Recognize the role of technology platforms in organizing and visualizing client data.

The Simple Firm: A blueprint for clarity, freedom, and growth
2025-11-05 13:00 - 14:00
CPE Credit: 1 hour for CPAs

The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they’ve built. In this session, Darren Root—author of The Simple Firm and longtime advocate for intentional firm design—shares a practical framework to help professionals simplify operations, focus on the right clients, and build a business that supports the life they actually want. You’ll learn how to shift from reactive, compliance-heavy work to a more proactive, advisory-driven model—one that creates clarity for your team and freedom for you.

Upon successful completion of this course, you should be able to:

Learn how to define a focused business model that aligns your services, clients, and delivery systems.

Explore a practical roadmap for delivering holistic advisory services that go beyond compliance.

Discover strategies to simplify your technology, reduce friction, and build a firm that gives you freedom.

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
2025-11-05 15:00 - 16:00
Turning data into actionable insight across clients doesn’t take data analysts, engineers, and architects. In this webinar, CPA.com’s Kim Blascoe, Andrew Thomas from BILL and a CAS practitioner will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper, real-time insights that inform both client and firm performance.

You’ll hear from a leading CAS practitioner on how they use BILL’s Accountant Console to keep tabs on everything from payment status, to anomalies, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client, we’ll examine how data-driven insights improve financial decision-making and efficiency, and what the means for both firm growth and client outcomes.

Learning objectives:

Outline practical ways to leverage technology platforms to scale CAS services efficiently.

Identify key features of BILL’s Accountant Console that enable integrated financial operations.

Recognize how consolidated payment and compliance workflows improve visibility across clients.

Describe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.

Adaptable Strategic Planning for Mission-Driven Boards
2025-11-06 13:00 - 14:00
A dynamic strategic plan is an essential tool for not-for-profit organizations. The best plans remain actionable, enhance communication, and can be used to navigate emergent opportunities.

Join us for our webcast, Adaptable Strategic Planning for Mission-Driven Boards. We’ll share practical strategies for effective strategic plan development, review, and revisions. Whether you’re revamping an existing plan or starting from scratch, this webcast will empower your leadership team to create an adaptable plan that won’t sit on a shelf.

From Resistance to Readiness: Strategies to Overcome Employee Pushback During Change
2025-11-12 14:00 - 15:30
Webinar Details

Resistance to change is inevitable, but it doesn’t have to derail your transformation efforts. Whether you’re rolling out critical software, shifting business processes, or introducing new ways of working, employee resistance can slow adoption and create roadblocks to success. In this engaging session, we’ll explore the psychology behind resistance and, more importantly, practical strategies to address it. Discover how to engage employees, transform skeptics into champions, and cultivate a culture that fosters change. Walk away with actionable tactics to smooth the path to adoption and maximize the impact of your transformation.

Date:

Wednesday, November 12, 2025

Time:

2:00 PM – 3:30 PM EST

In this webinar, you’ll:

Recognize the key reasons why employees push back against change and how to address the root causes.

Apply proven approaches to engage employees early, communicate effectively, and build trust throughout the transition to reduce Resistance.

Summarize strategies on how to transform reluctant employees into enthusiastic users and long-term advocates for change.

Recommended CPE Credit: 1

Recommended Field of Study: Business Management & Organization

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

Participants can cancel without penalty, as no fee is charged for the course. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 586-254-1040.Advanced Preparation: None

Beyond the Tools: Why Optimizing CAS Technology Is the Key to Unlocking Advisory ROI
2025-11-13 14:00 - 15:00
Advisory success isn’t just about adopting new tools—lots of firms can do that. It’s about using those tools well. While many firms have invested in technology to support client advisory services (CAS), a striking 97% report they aren’t using those tools efficiently. Without optimization, the real ROI of CAS technology—improved productivity, engaged staff, and actionable insights—could be hard for firms to realize.

In this session, Kim Blascoe, CPA, Senior Director of CAS Professional Services at CPA.com, and Jessica Kubal, Consulting Managing Director at Baker Tilly US, will explore what’s holding firms back and how to move from underutilization to transformation. You’ll gain a deeper understanding of what intentional technology strategy looks like in a high-performing CAS practice—and how to chart your path forward.

Learning Objectives

By the end of this webinar, participants will be able to:

Recall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement.

Recognize common inefficiencies in CAS technology usage across the profession.

Identify the characteristics of firms that have successfully optimized their CAS tech stack.

Distinguish between technology adoption and true technology utilization.

Select key areas within your existing CAS workflow where optimization can yield immediate impact.

Indicate the relationship between optimized technology use and staff satisfaction.

Accounting forward: Dynamics of AI, private equity, and talent pipeline
2025-11-18 13:00 - 14:00
CPE Credit: 1 hour for CPAs

In an era of rapid technological advancements and evolving financial landscapes, the accounting profession stands at a pivotal crossroads. This workshop delves into the transformative forces shaping the future of accounting. Participants will explore how AI is revolutionizing accounting practices, gain insights into the impact of private equity to the accounting profession, and discover strategies for attracting and developing top talent. Join us to stay ahead of industry trends, network with peers, and enhance your professional growth.

Upon successful completion of this course, you should be able to:

Understand and explain how AI is transforming accounting and identify its benefits and challenges

Analyze, examine and evaluate current private equity trends and their impact on accounting

Apply, develop and implement strategies for attracting and retaining top accounting talent

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.

This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.

NASBA Approved. Sponsor # 103021.

Bridging the Generational AI Gap: Unlocking Productivity for All Generations
2025-11-18 13:00 - 14:00
Join us for an interactive panel discussion that reveals how artificial intelligence is reshaping productivity across a multigenerational workforce. Drawing on exclusive findings from the 2025 Generational AI Survey, our panel will explore how employees of all ages are engaging with AI tools, the real productivity gains being realized, and the critical role of tailored training and incentives in driving adoption.

Whether you’re a member of the C-Suite, board member, or people leader, this session will equip you with actionable strategies to foster inclusive innovation and maximize the impact of AI across your teams. Panelists will share key takeaways from the survey and discuss how generational diversity can unlock new levels of performance and commitment.

Learning Objectives:

Explain the latest trends in AI adoption, training, and productivity across generations in the workforce.

Identify how generationally diverse teams outperform less diverse ones in AI initiatives, and why inclusion matters for innovation.

Demonstrate actionable strategies to close generational gaps in AI skills, foster trust, and drive measurable productivity gains.

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: Information 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.

Content That Connects: WOW Prospects and Clients, Elevate SEO, and Superboost Your Brand
2025-11-18 14:00 - 15:00
95% of firm clients say that they are more likely to engage with a firm’s website and social posts when content is higher-level, fun, and learning-based. Despite Google’s moving-target algorithm and ever-changing SEO rules, there is one constant you can count on: Content is a must-have to engage clients and prospects, enhance SEO, and superboost your brand. Fresh, unique, delight-worthy content—articles, blogs, client magazines—is what keeps your firm visible and elevates you above the competition.

Too many firms have long relied on static, compliance-based content and followed the status quo to connect with prospects and clients. It wasn’t enough then, and it’s not enough now.

Learn how to leverage marketing assets to become a content machine (especially with AI), look like a million bucks, and keep clients and prospects engaged. Plus, see how pairing standout content with a trusted .cpa domain helps strengthen your brand, boost visibility, and leave competitors in the dust.

Learning Objectives

Identify the differences between compliance-based and brand-awareness content, and explain how each type affects an accounting firm’s visibility, client engagement, and perceived value.

Apply best practices for developing a content strategy that incorporates winning content and high-impact visuals to enhance SEO and differentiate your firm from competitors.

Utilize AI as your writing companion to atomize content and become a content machine.

Sustainability Audit in Times of Regulatory Changes and Uncertainties – Discussing an EU Taxonomy Audit Example
2025-11-19 10:00 - 11:00
As the regulatory landscape for sustainability reporting changes and organizations face uncertainties, sustainability audits are an essential tool for organizations striving to align their business with environmental, social, and governance (ESG) principles. Audits provide a structured approach to evaluating sustainability practices, ensuring that organizations not only meet regulatory requirements but also identify gaps and opportunities for improvement to empower businesses to long-term value creation and efficiency improvements.

We aim to provide participants with an overview of the relevant regulatory changes resulting from the Omnibus and equip participants with practical insights and strategies for enhancing sustainability compliance within their organizations. By leveraging lessons learned from an EU Taxonomy and other sustainability reporting audits paired with deep fundamental ESG know-how, attendees will gain a deeper understanding of effective audit practices and the importance of aligning sustainability efforts with regulatory frameworks.

Learning Objectives:

Summarize Omnibus legislative changes to timeline, scope and contents of EU Taxonomy and CSRD sustainability reporting

Explain why sustainability reporting practices are important beyond regulatory compliance

Identify the key components of sustainability reporting and compliance criteria as defined by the EU Taxonomy

Apply best practices for conducting effective sustainability audits and integrating findings into organizational strategies during uncertain times

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.

Conquering Manufacturing Tax: Real-World Lessons and AI-Driven Trends in Compliance
2025-11-19 15:00 - 16:00
Manufacturers face one of the most complex indirect tax environments in the country—layered exemptions, shifting state rules, aggressive audit enforcement, and growing expectations for accuracy and speed. Many still rely on spreadsheets, siloed systems, and outdated assumptions that leave them exposed to penalties and inefficiencies.

In this session, experts from Vertex and Tronconi Segarra & Associates will share real-world insights from manufacturers navigating compliance challenges across multiple states. Through practical examples and client stories, they’ll unpack how automation, centralized data, and emerging AI trends are transforming tax management—from exemption tracking and use tax verification to audit defense and strategic reporting.

Whether you work in-house at a manufacturing company or advise manufacturing clients, you’ll gain actionable strategies to modernize compliance processes, strengthen audit readiness, and build a smarter tax function for the future.

Learning objectives:

Apply practical strategies to modernize indirect tax compliance processes within manufacturing operations or client engagements.

Identify the most common indirect tax compliance challenges facing manufacturers today, including multi-jurisdictional exemptions, rate discrepancies, and use tax exposure.

Analyze recent state enforcement trends and audit practices to understand how manufacturers are being detected and assessed post-Wayfair.

Evaluate how automation and emerging AI capabilities can enhance tax accuracy, streamline exemption and certificate management, and strengthen audit defense.

Unlocking advisory opportunities with ADP and Clover POS
2025-11-24 13:00 - 14:00
CPE Credit: 1 hour for CPAs

Point-of-sale (POS) systems are no longer just about processing payments. They’re central to how small businesses manage operations, sales tax, employee tracking, and financial reporting. For accountants, advising on POS technology and compliance considerations opens the door to new revenue opportunities.

In this session, Dawn Brolin, CEO of Powerful Accounting, Inc. and Darren Root, co-founder of Better Everyday, will explore real-world use cases and share their perspective on why POS matters to firms today, how accountants can evaluate their clients’ POS needs, and what to look for in a modern solution.

Upon successful completion of this course, you should be able to:

Identify the role of POS systems in small business financial management, including impacts on sales tax, reporting, and compliance.

Evaluate client scenarios to determine when to recommend POS updates or new solutions.

Assess the key features accountants should consider when advising clients on POS solutions.

Understand the financial incentive and estimate the potential firm revenue impact of recommending POS.

Recognize how POS integration with payroll and accounting systems supports broader advisory services.

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.

This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.

NASBA Approved. Sponsor # 103021.

Efficiency and resilience: Key findings from Grant Thornton’s survey
2025-12-02 13:00 - 14:00
Event description

Unlocking Efficiency and Profitability Through Enterprise Resilience. Join Grant Thornton for an exclusive webcast unveiling the findings of our latest Enterprise Resilience Survey, focused on how mid-market and enterprise organizations are leveraging resilience to drive efficiency and profitability.

Based on insights from 550 senior leaders, this session will explore the five key capabilities that set high-performing companies apart—including workforce resilience, cost optimization, third-party risk management, strategic compliance, and resource alignment. Our panel of Grant Thornton experts will share actionable strategies and real-world examples to help your organization build resilience as a competitive advantage.

Date and time

Tuesday, December 02, 20251:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Analyze the five key capabilities that differentiate high-efficiency, high-profit organizations in the context of enterprise resilience.

Evaluate strategies for implementing workforce resilience programs and cost optimization without increasing operational risk.

Assess approaches for integrating third-party risk management and compliance into organizational decision-making to enhance efficiency and profitability

From Overwhelmed to Optimized: The CPA’s 60-Day Blueprint for a Stress-Free Tax Season
2025-12-02 13:00 - 14:00
Tax season is closing in and for most firms, it’s the same story every year: too much work, not enough time, and cash flow that never seems to catch up. But it doesn’t have to be that way. In this live, CPE-eligible session, IRIS Software and Apxium will share how forward-thinking firms are regaining control of their operations, cash flow, and client experience in just 90 days.

You’ll hear directly from experts who have helped hundreds of firms shift from reactive to proactive — using simple, actionable steps that make a measurable difference before busy season begins. This isn’t another “efficiency” talk; it’s a roadmap to fix the real friction points holding firms back: too many systems, too much manual work, and too much cash left on the table.

You’ll learn how leading firms are connecting the dots between operations and payments to accelerate realization, protect profitability, and create breathing room for their teams.

Learning Objectives:

Build a 60-day plan to reclaim lost time, improve visibility, and prepare your firm for a calmer busy season.

Pinpoint the top three bottlenecks that drain profit, delay billing, and burn out your team.

Connect operational improvements with cash flow outcomes — learn how automation in billing and payments accelerates realization and reduces write-offs.

Benchmark your firm’s performance against peers and discover what top-performing practices do differently to stay profitable and resilient.

editor@cpapracticeadvisor.com

Year-End Payroll Webinar
2025-12-03 14:00 - 15:00
Patriot Software is hosting a free CPE webcast on Dec. 3, 2025, at 2:00 pm, EST.

Top 10 Payroll Tasks to Prepare for Year-End – Register

As the end of the year approaches, you will have a list of payroll chores to wrap things up … and then more in January to kickstart 2026. Patriot has prepared a top 10 list of ways to help you get organized now for a hassle-free year-end. We’ll also include a handy checklist you can use.You will learn:

10 ways to prepare for year-end payroll tasks

How to create year end forms including W-2s and 1099s

How to perform miscellaneous year-end tasks in the software

An overview of recent software improvements

This webinar will be recorded. If you aren’t able to join live, you can still register now and we’ll send you a link to watch the recorded session, along with session handouts.

editor@cpapracticeadvisor.com

14CPE - Ensuring Success 2025
2025-12-10 09:00 - 17:00, 2025-12-11 09:00 - 17:00
Earn up to 14 Free Hours of CPE, December 10-11, 2025

The Most Engaging Continuing Education Sessions in the Profession

Meet Year-End CPE Requirements From Any Device

An exciting lineup of well-known speakers in the accounting profession will meet at AMS Pictures in Dallas, TX, on December 10 and 11 to broadcast two days of live, interactive continuing education sessions.

Ensuring Success Facts

Ensuring Success is in its 11th year

Live-streamed from AMS Pictures in Dallas, TX

Live streaming for two full days

Earn the CPE credits you need to meet year-end requirements

Fantastic lineup of well-known leaders in the accounting profession

Outstanding educational opportunity for accountants

No cost!

No travel!

No hotel!

No rushing from session to session!

Some sessions also qualify for IRS CE credit

2025 CPE/CE Credit

How to Claim

When you attend a session during the event, you will receive 3 codes during the broadcast of each session. To claim your CPE and/or CE credit, be sure to write them down so you can prove your attendance and get your certificate. Click the button below to claim your credit during or after the event. You don’t need to hurry and do this after each session – you may do this up to a year later. You must have already REGISTERED to claim credit, or you may do that now.

Thanks to Our 2025 Sponsors

editor@cpapracticeadvisor.com

Future-Ready Financial Operations: Top Predictions for 2026
2025-12-10 13:00 - 14:00
As we head into 2026, the pace of change in finance and accounting (F&A) is only accelerating. Are you prepared for what’s next? This webinar goes beyond the headlines to offer a practical look at the trends that will define the future of F&A. We’ll explore the real-world impact of AI, the evolving role of cybersecurity, and what it all means for your team and your business.

Learning Objectives

After this webinar, you will be able to:

Identify the key F&A events of 2025 and their impact.

Explain 2026 trends and how they translate into practical opportunities for your organization.

Describe how to create a strategic advantage by embracing the future of finance and accounting.

Provided by

Budgeting & Forecasting Strategies for Nonprofits & Education in 2026
2025-12-11 12:00 - 13:00
As nonprofits and educational institutions face another year of shifting funding priorities, economic uncertainty and evolving donor expectations, effective financial planning is more important than ever.

Join Armanino’s nonprofit finance experts for a live walkthrough of budgeting and forecasting best practices designed to help you plan strategically for the year ahead. Learn how to align your financial model with your mission, adapt to disruptions in federal and donor funding and create flexible forecasts that help you respond quickly to change.

Who Should Attend

Nonprofit executives, finance leaders, decision-makers and board members

Learning Objectives:

Apply budgeting and forecasting principles to strengthen strategic planning and sustainability.

Evaluate the impact of federal funding uncertainty and economic shifts on revenue planning, grant strategy and program delivery.

Incorporate fundraising trends and donor insights into financial models to anticipate funding gaps.

Speaker

Stacie Cornwell, Partner – Industry Leader, Nonprofit, Armanino Advisory LLC

Kate Hultin-Schott, Director, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Business Management & Organization)

To be awarded the full credit, you must attend for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino 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.

3 CPE - Automation Spotlight 2025
2025-12-17 12:00 - 15:00
Automation Spotlight

Join us for three webinars exploring how automation technology enables you to bring more value to your clients.

Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey

74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In this forward-thinking webinar, industry leaders will share how firms are embracing digital transformation to expand service offerings, boost revenue, and strengthen client relationships.

Approachable CAS: Tech-Enabled Spend Management Advisory

Next up, an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach.

Achieve Operational Excellence in Your Family Office Practice

Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.

Rural Health Transformation Program: Compliance & Oversight
2026-01-20 14:00 - 15:00
Join us for an in-depth discussion on the Rural Health Transformation Program (RHTP) and its impact on rural communities. This session will explore the purpose and goals of the RHTP, the current funding landscape, and practical steps organizations can take to prepare for upcoming Notices of Funding Opportunities (NOFOs). Our knowledgeable panel will also cover compliance and reporting requirements, along with essential grant management practices for effective oversight and sustainability.

Learning Objectives

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

Describe the RHTP and its intended purpose for rural communities.

Discuss the current status of funding.

Explain what organizations can do now to prepare for states releasing NOFOs.

Recognize compliance and reporting requirements and how an organization can prepare to comply.

Identify grant management practices critical to managing these funds.

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.

KPMG Consumer, Retail & Hospitality Executive Insights: On the Board Agenda for 2026 webcast
2026-01-21 14:00 - 15:00
Webcast overview

As we move into 2026, consumer, retail & hospitality (CRH) companies continue to build on the confidence and agility they’ve developed over recent years. We invite you to join us for our upcoming webcast where we will dive into the key developments shaping the future of CRH companies and explore their implications for board members and their governance responsibilities.

Join us as our esteemed panel of directors discusses the following critical topics:

Building a Growth Foundation: Navigate economic uncertainty, inflation, tariffs, and high capital costs to establish a solid foundation for growth.

Strategic Planning: Building resilience and agility with large transactions.

AI & Data Governance: Enhance decision-making and operational efficiency through AI and data governance.

Workforce: Prioritize talent management and organizational culture, and understand their crucial impact on labor dynamics.

We look forward to your participation and the valuable insights you will gain from this webcast.

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 (or dial in for audio‑only participation).

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 XVN3QRB4XRR.
