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DTSTART;TZID=America/New_York:20251119T150000
DTEND;TZID=America/New_York:20251119T160000
DTSTAMP:20260606T133613
CREATED:20251025T135158Z
LAST-MODIFIED:20251025T135203Z
UID:10010119-1763564400-1763568000@www.freelivecpe.com
SUMMARY:Conquering Manufacturing Tax: Real-World Lessons and AI-Driven Trends in Compliance
DESCRIPTION: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 Many still rely on spreadsheets\, siloed systems\, and outdated assumptions that leave them exposed to penalties and inefficiencies.  \n\n\n\nIn 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.  \n\n\n\nWhether 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.  \n\n\n\nLearning objectives: \n\n\n\nApply practical strategies to modernize indirect tax compliance processes within manufacturing operations or client engagements.  \n\n\n\nIdentify the most common indirect tax compliance challenges facing manufacturers today\, including multi-jurisdictional exemptions\, rate discrepancies\, and use tax exposure. \n\n\n\nAnalyze recent state enforcement trends and audit practices to understand how manufacturers are being detected and assessed post-Wayfair. \n\n\n\nEvaluate how automation and emerging AI capabilities can enhance tax accuracy\, streamline exemption and certificate management\, and strengthen audit defense.
URL:https://www.freelivecpe.com/event/conquering-manufacturing-tax-real-world-lessons-and-ai-driven-trends-in-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251119T100000
DTEND;TZID=America/New_York:20251119T110000
DTSTAMP:20260606T133613
CREATED:20251025T130857Z
LAST-MODIFIED:20251025T130902Z
UID:10010113-1763546400-1763550000@www.freelivecpe.com
SUMMARY:Sustainability Audit in Times of Regulatory Changes and Uncertainties – Discussing an EU Taxonomy Audit Example
DESCRIPTION: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. \n\n\n\nWe 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.  \n\n\n\nLearning Objectives: \n\n\n\n\nSummarize Omnibus legislative changes to timeline\, scope and contents of EU Taxonomy and CSRD sustainability reporting\n\n\n\nExplain why sustainability reporting practices are important beyond regulatory compliance\n\n\n\nIdentify the key components of sustainability reporting and compliance criteria as defined by the EU Taxonomy \n\n\n\nApply best practices for conducting effective sustainability audits and integrating findings into organizational strategies during uncertain times\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/sustainability-audit-in-times-of-regulatory-changes-and-uncertainties-discussing-an-eu-taxonomy-audit-example/
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:20251118T140000
DTEND;TZID=America/New_York:20251118T150000
DTSTAMP:20260606T133613
CREATED:20251107T201525Z
LAST-MODIFIED:20251107T201530Z
UID:10010193-1763474400-1763478000@www.freelivecpe.com
SUMMARY:Content That Connects: WOW Prospects and Clients\, Elevate SEO\, and Superboost Your Brand
DESCRIPTION: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. \n\n\n\nToo 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. \n\n\n\nLearn 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. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify 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.\n\n\n\nApply best practices for developing a content strategy that incorporates winning content and high-impact visuals to enhance SEO and differentiate your firm from competitors.\n\n\n\nUtilize AI as your writing companion to atomize content and become a content machine.
URL:https://www.freelivecpe.com/event/content-that-connects-wow-prospects-and-clients-elevate-seo-and-superboost-your-brand/
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:20251118T130000
DTEND;TZID=America/New_York:20251118T140000
DTSTAMP:20260606T133613
CREATED:20251025T131020Z
LAST-MODIFIED:20251025T131025Z
UID:10010114-1763470800-1763474400@www.freelivecpe.com
SUMMARY:Bridging the Generational AI Gap: Unlocking Productivity for All Generations
DESCRIPTION: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. \n\n\n\nWhether 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. \n\n\n\nLearning Objectives: \n\n\n\n\nExplain the latest trends in AI adoption\, training\, and productivity across generations in the workforce.\n\n\n\nIdentify how generationally diverse teams outperform less diverse ones in AI initiatives\, and why inclusion matters for innovation.\n\n\n\nDemonstrate actionable strategies to close generational gaps in AI skills\, foster trust\, and drive measurable productivity gains.\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: Information 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/bridging-the-generational-ai-gap-unlocking-productivity-for-all-generations/
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:20251118T130000
DTEND;TZID=America/New_York:20251118T140000
DTSTAMP:20260606T133613
CREATED:20251025T125103Z
LAST-MODIFIED:20251025T125109Z
UID:10010109-1763470800-1763474400@www.freelivecpe.com
SUMMARY:Accounting forward: Dynamics of AI\, private equity\, and talent pipeline
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nIn 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. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nUnderstand and explain how AI is transforming accounting and identify its benefits and challenges\n\n\n\nAnalyze\, examine and evaluate current private equity trends and their impact on accounting\n\n\n\nApply\, develop and implement strategies for attracting and retaining top accounting talent\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 credits are only available for live attendance (on-demand viewing is not eligible). \n\n\n\nThis 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. \n\n\n\nThis 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. \n\n\n\nNASBA Approved. Sponsor # 103021.
URL:https://www.freelivecpe.com/event/accounting-forward-dynamics-of-ai-private-equity-and-talent-pipeline/
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:20251113T140000
DTEND;TZID=America/New_York:20251113T150000
DTSTAMP:20260606T133613
CREATED:20251025T134933Z
LAST-MODIFIED:20251025T134939Z
UID:10010118-1763042400-1763046000@www.freelivecpe.com
SUMMARY:Beyond the Tools: Why Optimizing CAS Technology Is the Key to Unlocking Advisory ROI
DESCRIPTION: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.  \n\n\n\nIn 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.  \n\n\n\nLearning Objectives \n\n\n\nBy the end of this webinar\, participants will be able to: \n\n\n\nRecall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement. \n\n\n\nRecognize common inefficiencies in CAS technology usage across the profession. \n\n\n\nIdentify the characteristics of firms that have successfully optimized their CAS tech stack. \n\n\n\nDistinguish between technology adoption and true technology utilization. \n\n\n\nSelect key areas within your existing CAS workflow where optimization can yield immediate impact. \n\n\n\nIndicate the relationship between optimized technology use and staff satisfaction.
URL:https://www.freelivecpe.com/event/beyond-the-tools-why-optimizing-cas-technology-is-the-key-to-unlocking-advisory-roi-2/
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:20251112T140000
DTEND;TZID=America/New_York:20251112T153000
DTSTAMP:20260606T133613
CREATED:20251011T160717Z
LAST-MODIFIED:20251011T160723Z
UID:10010017-1762956000-1762961400@www.freelivecpe.com
SUMMARY:From Resistance to Readiness: Strategies to Overcome Employee Pushback During Change
DESCRIPTION:Webinar Details\n\n\n\nResistance 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. \n\n\n\nDate: \n\n\n\nWednesday\, November 12\, 2025 \n\n\n\nTime: \n\n\n\n2:00 PM – 3:30 PM EST \n\n\n\nIn this webinar\, you’ll: \n\n\n\n\nRecognize the key reasons why employees push back against change and how to address the root causes.\n\n\n\nApply proven approaches to engage employees early\, communicate effectively\, and build trust throughout the transition to reduce Resistance.\n\n\n\nSummarize strategies on how to transform reluctant employees into enthusiastic users and long-term advocates for change.\n\n\n\n\nRecommended CPE Credit: 1 \n\n\n\nRecommended Field of Study: Business Management & Organization \n\n\n\nPrerequisites: None \n\n\n\nProgram Knowledge Level: Basic \n\n\n\nAdvanced Preparation: None \n\n\n\nParticipants 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
URL:https://www.freelivecpe.com/event/from-resistance-to-readiness-strategies-to-overcome-employee-pushback-during-change/
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:20251111T150000
DTEND;TZID=America/New_York:20251111T160000
DTSTAMP:20260606T133613
CREATED:20250831T130914Z
LAST-MODIFIED:20250831T130919Z
UID:10009768-1762873200-1762876800@www.freelivecpe.com
SUMMARY:Student Financial Aid Webinar Series
DESCRIPTION:Event Overview\n\n\n\nThis webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical\, strategic\, and human-centered metrics. \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.
URL:https://www.freelivecpe.com/event/student-financial-aid-webinar-series/2025-11-11/
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:20251106T130000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260606T133613
CREATED:20251011T133309Z
LAST-MODIFIED:20251011T133317Z
UID:10009993-1762434000-1762437600@www.freelivecpe.com
SUMMARY:Adaptable Strategic Planning for Mission-Driven Boards
DESCRIPTION: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.  \n\n\n\nJoin 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.
URL:https://www.freelivecpe.com/event/adaptable-strategic-planning-for-mission-driven-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:20251105T150000
DTEND;TZID=America/New_York:20251105T160000
DTSTAMP:20260606T133613
CREATED:20251025T135552Z
LAST-MODIFIED:20251025T135557Z
UID:10010121-1762354800-1762358400@www.freelivecpe.com
SUMMARY:Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
DESCRIPTION: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.  \n\n\n\nYou’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.  \n\n\n\nLearning objectives: \n\n\n\nOutline practical ways to leverage technology platforms to scale CAS services efficiently. \n\n\n\nIdentify key features of BILL’s Accountant Console that enable integrated financial operations. \n\n\n\nRecognize how consolidated payment and compliance workflows improve visibility across clients. \n\n\n\nDescribe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.
URL:https://www.freelivecpe.com/event/scale-smarter-integrate-financial-operations-for-insight-driven-cas/
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:20251105T130000
DTEND;TZID=America/New_York:20251105T140000
DTSTAMP:20260606T133613
CREATED:20251019T201709Z
LAST-MODIFIED:20251019T201713Z
UID:10010077-1762347600-1762351200@www.freelivecpe.com
SUMMARY:The Simple Firm: A blueprint for clarity\, freedom\, and growth
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nThe 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. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nLearn how to define a focused business model that aligns your services\, clients\, and delivery systems.\n\n\n\nExplore a practical roadmap for delivering holistic advisory services that go beyond compliance.\n\n\n\nDiscover strategies to simplify your technology\, reduce friction\, and build a firm that gives you freedom.\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 credits are only available for live attendance (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/the-simple-firm-a-blueprint-for-clarity-freedom-and-growth/
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/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251103T140000
DTEND;TZID=America/New_York:20251103T150000
DTSTAMP:20260606T133613
CREATED:20251025T135429Z
LAST-MODIFIED:20251025T135434Z
UID:10010120-1762178400-1762182000@www.freelivecpe.com
SUMMARY:Make Sense of Your CAS Data: Creating Know-how From Numbers
DESCRIPTION: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.  \n\n\n\nThis 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. \n\n\n\nLearning objectives: \n\n\n\nDescribe how automation tools help make data more accessible and actionable. \n\n\n\nIdentify how data insights support the value you can provide to clients\, especially in the family office space. \n\n\n\nRecognize the role of technology platforms in organizing and visualizing client data.
URL:https://www.freelivecpe.com/event/make-sense-of-your-cas-data-creating-know-how-from-numbers/
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:20251030T110000
DTEND;TZID=America/New_York:20251030T120000
DTSTAMP:20260606T133613
CREATED:20251010T222240Z
LAST-MODIFIED:20251010T222245Z
UID:10009977-1761822000-1761825600@www.freelivecpe.com
SUMMARY:Geopolitics meets AI: Implications for board oversight
DESCRIPTION:Webcast overview\n\n\n\nJoin us as we explore the geopolitical forces shaping the advance of artificial intelligence (AI) and the implications for corporate strategy\, risk\, and board oversight. \n\n\n\nFrom 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. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code VLN6KVZYZRG.
URL:https://www.freelivecpe.com/event/geopolitics-meets-ai-implications-for-board-oversight/
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:20251023T120000
DTEND;TZID=America/New_York:20251023T130000
DTSTAMP:20260606T133613
CREATED:20250927T010501Z
LAST-MODIFIED:20250927T010507Z
UID:10009893-1761220800-1761224400@www.freelivecpe.com
SUMMARY:KPMG Private Markets Pulse: Perspectives on the investment landscape
DESCRIPTION:Webcast overview\n\n\n\nDon’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. \n\n\n\nWhat you will learn \n\n\n\nIn this webcast\, panelists will discuss: \n\n\n\n\nThe 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.\n\n\n\nViews on factors influencing both investors and private company investment priorities.\n\n\n\nPerspectives on the IPO market and growth in the near-term and beyond.\n\n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code HNNRWXB2TZW.
URL:https://www.freelivecpe.com/event/kpmg-private-markets-pulse-perspectives-on-the-investment-landscape/
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:20251022T140000
DTEND;TZID=America/New_York:20251022T150000
DTSTAMP:20260606T133613
CREATED:20250927T010246Z
LAST-MODIFIED:20250927T010252Z
UID:10009892-1761141600-1761145200@www.freelivecpe.com
SUMMARY:The Future of Outsourcing: Rethink Everything
DESCRIPTION:Webcast overview\n\n\n\nJoin us to explore how companies are going beyond cost savings to transform outsourcing into a strategic tool for innovation and value creation. \n\n\n\nYou will learn: \n\n\n\n\nOutsourcing’s New Era:​ Discover the paradigm shift of outsourcing from a transactional lever to a transformational capability​\n\n\n\nThe Evolving Ecosystem: Learn how KPMG is helping clients navigate and govern across multiple delivery models\n\n\n\nBuilding Collaborative Partnerships: Explain what is required to build a collaborative partnership and the benefits of doing so\n\n\n\nProcurement’s Role in Navigating the Complexity: Describe the evolution of procurement and their expanding responsibilities beyond contracting and cost control\n\n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code VFNP9JMZ242.
URL:https://www.freelivecpe.com/event/the-future-of-outsourcing-rethink-everything/
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:20251016T110000
DTEND;TZID=America/New_York:20251016T120000
DTSTAMP:20260606T133613
CREATED:20250913T134052Z
LAST-MODIFIED:20250913T134149Z
UID:10009825-1760612400-1760616000@www.freelivecpe.com
SUMMARY:Strategic bets to prepare for quantum computing
DESCRIPTION:Key takeaways \n\n\n\nQuantum 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: \n\n\n\n\nFour quantum scenarios organizations could face by 2030—and what could trigger each\n\n\n\nStrategic actions organizations can take specific to leadership\, operating models\, and workforce to prepare for multiple futures\n\n\n\nWhy waiting for a technical breakthrough could leave organizations behind
URL:https://www.freelivecpe.com/event/strategic-bets-to-prepare-for-quantum-computing/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T140000
DTEND;TZID=America/New_York:20251008T150000
DTSTAMP:20260606T133613
CREATED:20250920T124655Z
LAST-MODIFIED:20250920T124700Z
UID:10009857-1759932000-1759935600@www.freelivecpe.com
SUMMARY:The KPMG Blueprint for Modern Supply Chains
DESCRIPTION:Webcast overview\n\n\n\nJoin our fireside chat to explore how KPMG is transforming supply chain operations as our speakers share actionable insights.  You will: \n\n\n\nExamine how leaders can balance technology investments with organizational change to maximize the value of AI and digital supply chain solutions. \n\n\n\nUnderstand how AI is transforming supply chain strategy\, planning\, and execution to enhance productivity and responsiveness. \n\n\n\nIdentify best practices for managing supply chain disruptions and mitigating risks through advanced analytics\, digital tools\, and proactive scenario planning. \n\n\n\nDiscuss emerging trends in supply chain risk management\, including geopolitical volatility\, supplier diversification\, and sustainability considerations. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code DYNFVCYVN2K. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/the-kpmg-blueprint-for-modern-supply-chains/
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:20250926T120000
DTEND;TZID=America/New_York:20250926T130000
DTSTAMP:20260606T133613
CREATED:20250831T130914Z
LAST-MODIFIED:20250831T130919Z
UID:10009767-1758888000-1758891600@www.freelivecpe.com
SUMMARY:Student Financial Aid Webinar Series
DESCRIPTION:Event Overview\n\n\n\nThis webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical\, strategic\, and human-centered metrics. \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.
URL:https://www.freelivecpe.com/event/student-financial-aid-webinar-series/2025-09-26/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2025/07/Eide-Bailly-CPE-new-logo.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T130000
DTEND;TZID=America/New_York:20250924T140000
DTSTAMP:20260606T133613
CREATED:20250906T135417Z
LAST-MODIFIED:20250906T135423Z
UID:10009808-1758718800-1758722400@www.freelivecpe.com
SUMMARY:AI in Accounting: Adoption\, Trust\, and the Evolving User Experience
DESCRIPTION:As AI capabilities surge forward\, the accounting profession faces new questions—not just about what AI can do\, but about how we should use it. \n\n\n\nThis session explores the real-world challenges firms face when adopting AI\, from mitigating hallucinations and building trust in sensitive areas like audit and financial reporting\, to reimagining how users interact with increasingly agentic systems. With no established norms for interface or workflow design\, the user experience remains a moving target. Compounding the challenge is a widespread educational gap: Many professionals are trying to apply AI to familiar tasks\, instead of rethinking the problems that AI is uniquely suited to solve. \n\n\n\nWalk away with insights into emerging best practices for building trustworthy systems\, designing user-friendly AI experiences\, and educating teams and clients on the true promise of AI. \n\n\n\nLearning objectives \n\n\n\nIdentify strategies to educate teams and clients on AI potential. \n\n\n\nIdentify best practices for enhancing user confidence in AI-driven systems. \n\n\n\nAnalyze the limitations in how users interact with agentic AI today and explore emerging approaches.
URL:https://www.freelivecpe.com/event/ai-in-accounting-adoption-trust-and-the-evolving-user-experience/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T110000
DTEND;TZID=America/New_York:20250924T120000
DTSTAMP:20260606T133613
CREATED:20250830T181424Z
LAST-MODIFIED:20250830T181431Z
UID:10009745-1758711600-1758715200@www.freelivecpe.com
SUMMARY:Strategic Thinking in Uncertain Times: Partnership\, Programs\, & People
DESCRIPTION:Strategic thinking can be challenging. It requires us to anticipate the future\, which can be particularly difficult when the environment is uncertain or unstable. This informative webinar will underscore the importance of strategic thinking and planning in today’s higher education industry. Special attention will be paid to the value of external data\, ways to collect meaningful stakeholder input\, and the importance of visioning without restraint. Institutions considering merger and acquisition activities\, launching new programs\, or planning leadership transitions are especially encouraged to attend. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDistinguish between institutional planning and strategic planning.\n\n\n\nIdentify sources of external data to inform the planning process.\n\n\n\nDescribe visioning\, prioritization\, and implementation.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\n1 CPE credits (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance\, during live broadcast. live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/strategic-thinking-in-uncertain-times-partnership-programs-people/
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:20250909T140000
DTEND;TZID=America/New_York:20250909T150000
DTSTAMP:20260606T133613
CREATED:20250823T140623Z
LAST-MODIFIED:20250823T140629Z
UID:10009716-1757426400-1757430000@www.freelivecpe.com
SUMMARY:2025 Best Firms to Work For
DESCRIPTION:The number of students majoring in accounting has increased for the first time in many years — but that doesn’t mean firms can relax their efforts to recruit and retain top talent; instead\, it points to ongoing evolution of the accounting workforce\, and the importance of keeping up with those changes and adopting the best practices\, management strategies\, must-have benefits\, compensation levels\, cultural norms and everything else that goes into becoming a workplace of choice in the accounting profession \n\n\n\nThis session brings together leaders from three of Accounting Today’s 2025 Best Firms to Work For to discuss how they’re leading the profession in finding and keeping the next generation of firm staff and partners. The topics covered will include: \n\n\n\n\nNew and rejuvenated sources of talent\n\n\n\nWhat employees value in their workplace\n\n\n\nThe benefits staff members can’t live without\n\n\n\nGetting work down without hiring\n\n\n\nHow leading firms are adjusting to a changing workforce\n\n\n\n\nPLUS: Accounting Today unveils the rankings of its 2025 Best Firms to Work For list\, revealing which small\, midsized and large firms are the top workplaces in accounting.CPE Credit InformationSubject Area: Business Management & Organization \n\n\n\nCourse Level: Overview \n\n\n\nInstructional Method: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None
URL:https://www.freelivecpe.com/event/2025-best-firms-to-work-for/
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:20250828T130000
DTEND;TZID=America/New_York:20250828T140000
DTSTAMP:20260606T133613
CREATED:20250802T142446Z
LAST-MODIFIED:20250802T142452Z
UID:10009594-1756386000-1756389600@www.freelivecpe.com
SUMMARY:The One Big Beautiful Bill Act (OBBBA): Federal Grants Landscape
DESCRIPTION:Join Forvis Mazars for a webinar exploring OBBBA’s impact on federal grants. This webinar will share key changes and insights to understand OBBBA’s implications and opportunities for grants professionals and your organizations\, providing perspectives on navigating the evolving federal grants landscape. Gain practical strategies to identify new grant opportunities\, develop adaptation plans\, and navigate compliance requirements. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify and prioritize new grant opportunities.\n\n\n\nPrepare strategic adaptation plans.\n\n\n\nRecognize new compliance and accountability requirements.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/the-one-big-beautiful-bill-act-obbba-federal-grants-landscape/
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/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250827T130000
DTEND;TZID=America/New_York:20250827T140000
DTSTAMP:20260606T133613
CREATED:20250802T144252Z
LAST-MODIFIED:20250802T144258Z
UID:10009598-1756299600-1756303200@www.freelivecpe.com
SUMMARY:Not-for-Profit Boards: Drive Innovation with Generative AI
DESCRIPTION:Generative AI offers not-for-profit boards a powerful tool to drive innovation\, streamline operations\, and enhance mission impact. \n\n\n\nJoin us for our webcast\, Not-for-Profit Boards: Drive Innovation with Generative AI. Professionals from our Generative AI Consulting Services and Not-for-Profit Practice will share proven practices for boards to adopt AI-driven strategies responsibly and effectively. You’ll leave with actionable insights and real-world examples tailored to the unique challenges and opportunities facing not-for-profit leaders.
URL:https://www.freelivecpe.com/event/not-for-profit-boards-drive-innovation-with-generative-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Moss-Adams-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250821T140000
DTEND;TZID=America/New_York:20250821T150000
DTSTAMP:20260606T133613
CREATED:20250809T221204Z
LAST-MODIFIED:20250809T221210Z
UID:10009638-1755784800-1755788400@www.freelivecpe.com
SUMMARY:Beyond the Tools: Why Optimizing CAS Technology Is the Key to Unlocking Advisory ROI
DESCRIPTION: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.  \n\n\n\nIn 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.  \n\n\n\nLearning Objectives \n\n\n\nBy the end of this webinar\, participants will be able to: \n\n\n\nRecall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement. \n\n\n\nRecognize common inefficiencies in CAS technology usage across the profession. \n\n\n\nIdentify the characteristics of firms that have successfully optimized their CAS tech stack. \n\n\n\nDistinguish between technology adoption and true technology utilization. \n\n\n\nSelect key areas within your existing CAS workflow where optimization can yield immediate impact. \n\n\n\nIndicate the relationship between optimized technology use and staff satisfaction.
URL:https://www.freelivecpe.com/event/beyond-the-tools-why-optimizing-cas-technology-is-the-key-to-unlocking-advisory-roi/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T150000
DTEND;TZID=America/New_York:20250820T160000
DTSTAMP:20260606T133613
CREATED:20250816T131226Z
LAST-MODIFIED:20250816T131235Z
UID:10009679-1755702000-1755705600@www.freelivecpe.com
SUMMARY:Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
DESCRIPTION: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.   \n\n\n\nFeaturing Kim Blascoe\, senior director\, CAS Professional Services at CPA.com; Ariege Misherghi\, SVP & GM of Accounts Payable\, Accounts Receivable and Accountant Channel at BILL; and Becky Munson\, partner and CAS practice leader at EisnerAmper\, this session unpacks key findings from the latest research by BILL\, and CPA.com. You’ll hear firsthand how these experts are navigating growth and change\, and what steps your firm can take to stay competitive and future-ready.  \n\n\n\nLearning objectives: \n\n\n\nEstimate the impact of strategic technology implementation on revenue growth and employee productivity.  \n\n\n\nIdentify the top technology trends driving growth in accounting firms over the next year.  \n\n\n\nRecognize the most critical areas where technology enhances client acquisition and retention.  \n\n\n\nDistinguish key strategies firms are using to overcome technology adoption challenges and inefficiencies.  \n\n\n\nRecall the emerging client advisory services (CAS) poised for growth and technology integration. 
URL:https://www.freelivecpe.com/event/future-ready-firms-insights-from-the-2025-cpa-com-bill-growth-tech-survey-2/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250820T140000
DTEND;TZID=America/New_York:20250820T150000
DTSTAMP:20260606T133614
CREATED:20250809T221419Z
LAST-MODIFIED:20250809T221425Z
UID:10009639-1755698400-1755702000@www.freelivecpe.com
SUMMARY:From Research to Revenue: Elevating Tax Advisory with AI-Powered Insights
DESCRIPTION:Tax professionals are under increasing pressure to deliver faster\, smarter\, and more strategic insights to their clients. Generative AI is opening new pathways to transform tax research into a true growth driver for advisory services. \n\n\n\nJoin Michael Cerami\, EVP of CPA.com\, as he moderates a lively discussion with Brian Davis\, CPA\, CEO of One Stop CPA\, and Mat Armstrong\, VP of Customer Success at Blue J. Together\, they’ll explore how AI-powered tax research tools are enabling firms to move beyond compliance and toward high-impact advisory. \n\n\n\nYou’ll hear directly from Brian about how his firm uses tax research AI to perform efficient\, verifiable research\, deliver strategic advice\, and drive revenue growth by successfully upselling clients into higher-value services. Plus\, get a firsthand look at Blue J in action during a live demonstration. \n\n\n\nLearning Objectives:    \n\n\n\nEvaluate the benefits of integrating generative AI into tax workflows to enhance efficiency\, expand capacity\, and improve client service.  \n\n\n\nIdentify the key challenges and opportunities presented by AI in tax research.    \n\n\n\nApply AI-powered tools to conduct accurate and efficient tax research.    \n\n\n\nDemonstrate how to leverage AI-generated insights to enhance tax advisory services.   
URL:https://www.freelivecpe.com/event/from-research-to-revenue-elevating-tax-advisory-with-ai-powered-insights/
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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250813T130000
DTEND;TZID=America/New_York:20250813T140000
DTSTAMP:20260606T133614
CREATED:20250726T004853Z
LAST-MODIFIED:20250726T004900Z
UID:10009550-1755090000-1755093600@www.freelivecpe.com
SUMMARY:OBBBA Tax Implications: Health Care Roundtable
DESCRIPTION:Join us for OBBBA Tax Implications: Health Care Roundtable. This is the second installment of our series\, Vitals and Vision: Health Care Strategy in the OBBBA Era. \n\n\n\nWe’ll will dive deeper into how health care leaders are preparing for implementation of the One Big Beautiful Bill Act’s tax provisions. \n\n\n\nPanelists will offer perspectives on structuring tax planning around permanent and temporary provisions\, forecasting implications of Medicaid eligibility changes\, and leveraging capital investment incentives to modernize operations. \n\n\n\nAt this roundtable we’ll discuss: \n\n\n\nImpacts to federal health care spending including Medicare and Medicaid \n\n\n\nTax strategies for health care organizations\, and their investors\, with both private and institutional ownership\, related to the new tax laws \n\n\n\nKey considerations for not-for-profit and for-profit health care institutions
URL:https://www.freelivecpe.com/event/obbba-tax-implications-health-care-roundtable/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Moss-Adams-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250806T140000
DTEND;TZID=America/New_York:20250806T150000
DTSTAMP:20260606T133614
CREATED:20250705T123614Z
LAST-MODIFIED:20250705T123628Z
UID:10009444-1754488800-1754492400@www.freelivecpe.com
SUMMARY:Steps to Prepare for the New Quality Management Standard SQMS
DESCRIPTION:SQMS 1 comes into effect on December 15th 2025\, impacting audit and assurance practices. Firms will need to prepare for the impact of moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nNow is the time for firms to take action and start their implementation.  By defining and ensuring quality objectives are met within your audit and assurance practices\, firms can immediately benefit from the improved quality that SQMS 1 will bring.    \n\n\n\nJoin 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.    \n\n\n\nThis 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.    \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the key activity components in audit and assurance practices and what they mean for your implementation plan \n\n\n\nOutline recommended planning actions to undertake to achieve success \n\n\n\nRecognize a step-by-step approach to completing your risk assessment \n\n\n\nRecall real-world insights and experience of implementation challenges all firms will face \n\n\n\n\nWho 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.
URL:https://www.freelivecpe.com/event/steps-to-prepare-for-the-new-quality-management-standard-sqms-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250806T110000
DTEND;TZID=America/New_York:20250806T120000
DTSTAMP:20260606T133614
CREATED:20250712T194141Z
LAST-MODIFIED:20250712T194146Z
UID:10009460-1754478000-1754481600@www.freelivecpe.com
SUMMARY:Operational Excellence in Motion: Consumer & Logistics Benchmarking
DESCRIPTION:Operational excellence is not a destination—it’s a continual journey shaped by evolving consumer demands\, supply chain disruptions\, and digital transformation. In this webinar\, we’ll explore how benchmarking can help leading organizations in the consumer and logistics sector stay agile\, efficient\, and competitive. Gain insights into the metrics that matter most in 2025\, learn how top performers are applying benchmarking to help drive measurable improvements\, and discover practical strategies to enhance operational performance across the value chain. Whether your focus is on cost control\, customer experience\, or supply chain resilience\, this session will provide clarity and tools to help you prepare for what’s next. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize the role of benchmarking in driving operational excellence across consumer and logistics organizations\, including how it supports various goals such as being agile in the face of uncertainty\, achieving efficiency without compromising on outcomes\, and delivering customer satisfaction.\n\n\n\nIdentify common prerequisites and challenges in benchmarking efforts and explore strategies to overcome them.\n\n\n\nDiscuss available benchmarking services and tools that can help enhance decision-making and operational outcomes in consumer- and logistics-related industries.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/operational-excellence-in-motion-consumer-logistics-benchmarking/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20250731T124500
DTEND;TZID=America/New_York:20250731T134500
DTSTAMP:20260606T133614
CREATED:20250713T140608Z
LAST-MODIFIED:20250713T140614Z
UID:10009480-1753965900-1753969500@www.freelivecpe.com
SUMMARY:Keep first (line) things first: Fostering operational excellence
DESCRIPTION:Description: \n\n\n\nOperational risk management should be a critical early warning system\, enabling boards and senior executives to take proactive action. Yet\, many enterprise risk management programs fall short of their promise to manage risks enterprise-wide. How can risk leaders ensure the first line of defense is engaged\, empowered\, and impactful? \n\n\n\nIn this session\, we’ll explore strategies to strengthen collaboration across the three lines\, leveraging insights from PRMIA and AuditBoard research. Panelists will explore how to create a culture where risk assessments\, key risk indicators (KRIs)\, and other metrics drive meaningful action. We’ll discuss best practices to effectively report back to risk owners in the business\, foster engagement\, and enhance operational risk management to deliver real value. Whether you’re refining your approach or building from the ground up\, this session will provide practical takeaways to elevate your operational risk program. \n\n\n\nLearning Objectives\n\n\n\n\nDiscuss how operational risk management can act as an early warning system to help organizations take action.\n\n\n\nApply strategies to cultivate a collaborative and proactive risk culture that strengthens operational risk management and business resilience.\n\n\n\nEffectively report to risk owners to ensure transparency\, accountability\, and actionability.\n\n\n\n\nField of Study: Business Management & Organization \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/keep-first-line-things-first-fostering-operational-excellence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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