5 Steps to Price & Offer Premium Advisory Services with Confidence
2026-05-27 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Description

Are you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients, there is a new way to rewarding the work you do. Chances are you’re undervaluing your expertise, undercharging your clients and working too many hours for too little in return. This does not feel rewarding or good and is not sustainable. How do you increase your revenue without burning yourself out?Join Michelle Weinstein, an expert sales strategist, to learn the NEW way: 5 simple steps that will allow you to offer premium advisory services with confidence – and charge top dollar! She will share how she coaches accounting professionals like you to change their mindset, identify and communicate your value as an advisor, and differentiate your firm from the others.

By attending this course, you will be able to:

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

Learn how to differentiate your firm and stand out among competitors

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

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

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

Who Should Attend?Anyone who prepares tax returns and advises clientsPrerequisite: NoneCourse Level: BasicCourse Length: 60 minutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.@intuit.com.

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

This session provides a timely, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations, regulatory and compliance considerations, governance and leadership transitions, and technology adoption. Designed for nonprofit leaders and trusted advisors, the session focuses on translating emerging trends into clear, actionable insights that help organizations protect their mission, manage risk, and enhance long-term impact in an increasingly complex operating environment.

Learning Objectives

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

Determine financial and operational risks affecting nonprofit sustainability and resilience.

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

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

Presenters

Kim Hunwardsen, Partner/Tax-Exempt Organizations Practice Leader

Kim leads our exempt organization tax practice and is a member of Eide Bailly’s National Tax office. Her 30 years of public accounting experience has been devoted entirely to working with various types of tax-exempt organizations including private foundations, hospitals, higher education institutions, and other public charities. During this time, she has worked closely with many nonprofits to address challenging tax issues so that they are resolved in the manner most beneficial to the organization. Kim consults on issues such as mergers and acquisitions, formation of tax-exempt entities, unrelated business income issues, compensation and benefit issues, restructuring of healthcare systems, IRS exams, and community health needs assessments, among many other unique requirements of exempt organizations. Kim is a frequent speaker regarding tax issues that impact nonprofit organizations.

Deb Nelson, CPA, Partner/Nonprofit Industry Leader

Deb specializes in working with tax-exempt organizations to address a wide range of tax issues and guide organizations through tax compliance. She has extensive experience with tax consulting, planning, and compliance services and works with organizations to understand the impact of tax law and reporting changes and develops strategies to address these changes.

CPE Information

CPE Credits: 1

Field of Study: Business Management & Organization

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

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

The accounting profession is evolving rapidly. Shifts in technology, rising client expectations, AI adoption, and changing buyer behavior are redefining how firms grow, compete, and deliver value. While referrals remain an important source of new business, today’s buyers are more informed than ever and expect clear differentiation, proactive guidance, and modern service models from their accounting partners.

In this session, Darren Root, co-founder of Better Everyday, will share his principles for intentionally aligning firm strategy, service offerings, and marketing efforts. Participants will explore how accounting firms can evolve their go to market approach to attract and retain ideal clients while creating scalable, sustainable growth. The session will also address the growing role of marketing, data, and AI in helping firms communicate their value, remain relevant, and better serve clients, using payroll as a practical case study to illustrate how intentional service decisions can drive growth, differentiation, and advisory expansion.

Learning objectives:

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

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

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

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

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

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

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

Private company boards are entering a new era—one demanding sharp strategy, broad expertise, and a future-focused mindset. This webcast explores what it means to build smart boards, from board structure and composition to artificial intelligence and risk oversight. We’ll discuss:

How private company boards can stay agile while strengthening governance

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

How boards can move from monitoring risk to building resilience

2026 Not-for-profit governance and fiscal workshop
2026-06-03 12:00 - 15:00, 2026-06-04 12:00 - 15:00
Over the course of two days, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!

On day one, we will focus on governance, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.

On day two, we will turn to innovation, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI, opportunities to support capital investment and growth, and a discussion of how governance plays a critical role in tax compliance and reputational risk.

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

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

From Compliance to Advisory: Rethinking How Tax Work Gets Done
2026-06-03 14:00 - 15:00
Tax season may be over, but the opportunity to transform your firm is just beginning. Join us for a timely conversation on how leading firms are rethinking the way work gets done and where greater value can be delivered.

Moderated by Brandon Allfrey, this interactive session explores the keys to tax transformation and brings them into real-world focus. You’ll hear directly from CCK Strategies as they reflect on their recent tax season and share how they used AI tax research to enhance decision-making, improve efficiency, and unlock more strategic client conversations.

Walk away with a clear, practical view of what “different ways of working” look like in action – and how you can start making the shift from compliance to advisory immediately after tax season.

Learning Objectives:

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

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

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

Plante Moran International Inbound Webinar Series
2026-06-09 10:00 - 11:00, 2026-06-30 10:00 - 11:00, 2026-07-15 10:00 - 11:00
Entering the U.S. market can be challenging, especially during periods of economic, regulatory, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively, establish operations smoothly, and navigate the U.S. business environment with confidence. During this webinar, attendees will hear from specialists across our state and local tax and international tax practices, our global mobility tax practice, and our commercial real estate advisors practice, offering a wide range of perspectives for international businesses.  Learning objectives:

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

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

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

Understand the resources needed to effectively manage your global workforce.

Anticipated CPE : 1 credit, Tax

Once an organization is past the initial steps of entering the U.S. market, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations, managing logistics, navigating transfer pricing complexities, and maintaining regulatory readiness. During this webinar, attendees will hear from our transfer pricing practice, our strategy and operations team, and our international audit practice, helping you streamline operations and reduce risk. Learning objectives:

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

Understand relevant costing and margin intelligence considerations.

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

Discover best practices to ensure your operations are running smoothly.

Understand regulatory requirements to help you stay in compliance.

Anticipated CPE : 1 credit, Production – Non-technical

Global businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable, long-term success.

Learning objectives:

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

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

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

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

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

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

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

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.

The Sandwich Firm Squeeze: Aligning Business Strategy, Client Expectations, and Workflow
2026-06-09 14:00 - 15:00
Description

Today’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control, team demands for automation and flexibility, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.In this candid, practitioner-led session, CPA firm owner Karen Collom shares how modernizing her workflow with a connected, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team, improved client retention across the entire technology spectrum, and transformed her practice into a high-value asset.Join us to explore the operational decisions that separate firms that thrive from those that grind, and learn how to build a practice that works for everyone.

Learning Objectives:

Identify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.

Evaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.

Apply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.

Recognize the operational characteristics that increase firm valuation and attractiveness to buyers, successors, and strategic partners.

Who Should Attend:Tax & accounting firm owners, sole proprietors, managing partners, and practice leaders who are evaluating their current workflow, technology stack, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software.

Prerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE Credit: 1CE Credit: 0

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.@intuit.com.

Ask Ryan Lazanis Anything
2026-06-09 15:00 - 16:00
After successfully building and exiting a cloud-based firm, Ryan now spends his time helping thousands of firm leaders move away from the hustle and toward more streamlined operations that support the lifestyles they truly want.Luke Frye, CPA, Canopy’s accountant in residence, will moderate the conversation, but the ultimate direction is up to you. Get ready to “upsmart” your operations, automate your most tedious tasks, and learn how to scale your firm without feeling tethered to your desk.

What you’ll learn:

Ryan’s take on where automation and AI are providing the most valueeason ahead.

How to stop the cycle of constant “busy work” and start building a self-sustaining firm

Strategies for choosing a unified tech stack that eliminates tool sprawl and fatigue

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.

Beyond Skills and Training: Confronting Uncertainty in the Age of AI
2026-06-10 11:00 - 12:00
Join us for an interactive webinar that builds on insights from the Protiviti and London School of Economics GENERATIONS research to explore the most human side of AI at work: fear — what drives it, how it manifests in the workplace, and why it can quietly undermine adoption. While organizations are increasingly clear about what AI can do, many struggle to connect the dots for employees on what AI means for their roles, skills and future career paths.

Join us on Wednesday, June 10th for a 60-minute discussion where Protiviti Managing Director Matt Duncan will be joined by Dr. Daniel Jolles from The Inclusion Initiative at the London School of Economics.They will cover:

Where AI change efforts often break down, and how leaders can better translate AI strategy into day‑to‑day impact on their most important assets, their people.

What fear signals about trust, identity and uncertainty — and what the evidence shows actually reduces anxiety while improving performance.

Real‑world examples of how organizations are addressing fear through manager enablement, role clarity and transparent communication.

Learning Objectives:

Identify common sources of employee fear related to AI adoption and role change.

Explain why AI initiatives often stall when leaders fail to translate enterprise strategy into individual level implications.

Differentiate between productive concern and disengaging fear, and recognize how each may show up in the workplace.

Describe evidence based actions leaders and managers can take to reduce uncertainty and build trust during AI driven change.

Apply practical communication and change approaches to help employees understand how their roles may evolve alongside AI.

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.

Consumer Markets Hot Topics Webcast
2026-06-10 13:00 - 14:00
Join PwC leaders for a CPE-eligible virtual webcast on what’s next for the consumer sector.

Presenters:Ali Furman, Consumer Markets Industry Leader, PwC USJill Niland, Partner, Cloud Engineering, Data & Analytics and AI, PwC USMike Ross, Consumer Markets Deals Leader, PwC USJason Ruge​, Head of US Google Cloud Alliance and Practice, ​PwC USJohn Thompson, Principal, Fraud, Investigations and Regulatory Enforcement, PwC USMark Truchan, Principal, Trade and Tariffs, PwC USAnthony DiFruscio​, Head of AI Sales, ​Google

Who should attend: Consumer Markets C-Suite leaders (CEO, COO, CFO, CSO, CCO, CRO, CDO, CTO, CIO) and SVP/VP/Directors across Transformation, AI, Trade, Compliance, Finance, Supply Chain, and Marketing.

CPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.

In The Driver's Seat: The Next Chapter in Accounting
2026-06-16 12:00 - 13:00
Description

Tax and accounting professionals operate in complex environments where efficiency and accuracy are essential. Many firms rely on disconnected systems, creating inefficiencies and limiting higher-value services.This session explores workflow optimization using integrated systems, including the Intuit Accountant Suite. Attendees will learn how consolidating tools and using practice management features can improve consistency and reduce friction.Participants will also review methods to identify advisory opportunities using financial data.

Learning Objectives:

Identify uses for Intuit Accountant Suite to improve efficiency and deliver higher-value services

Evaluate how to manage and e-file returns within a single platformIdentify advisory opportunities using AI-driven insights

Evaluate the Intuit ProPartner Program and its benefits

Apply tiers and rewards to scale profitability

Who Should Attend?Tax and accounting professionals and firm leaders

Prerequisites: NoneAdvanced Preparation: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.@intuit.com.

2030: The Trust Layer of the Next Technology Revolution
2026-06-17 14:00 - 15:00
By 2030, technological innovation will move beyond isolated breakthroughs into deeply interconnected systems that combine AI, biology, advanced computing, energy, and secure digital infrastructure. These technologies will transform industries, strengthen global resilience, and redefine how societies operate, communicate, and innovate. The decade ahead will be shaped not only by technological capability, but also by the governance, trust, and ethical frameworks that enable responsible global adoption.

In this forward-looking and practical session, we’ll explore the technologies expected to define the next decade of business, society, and global competitiveness. Attendees will gain insight into how emerging innovations are converging to reshape industries, accelerate automation, strengthen digital trust, and create entirely new economic models.

No technical background required.

You’ll learn:

Identify the ten emerging technologies expected to significantly influence global industries, economic systems, and society by 2030.

Evaluate the business and operational implications of advancements in quantum computing, AI-driven systems, intelligent connectivity, and programmable biology.

Recognize the growing importance of cybersecurity, digital trust, and quantum-safe cryptography in protecting financial and organizational infrastructure.

Assess how converging technologies such as AIoT, advanced materials, and human-machine integration may reshape workforce productivity, governance, and strategic decision-making.

Join us to explore the future of innovation, trust, intelligence, and human-machine collaboration — and what organizations must understand today to remain competitive through 2030 and beyond.s examples of firms approaches such as defining a monitoring plan aligned to quality risks, selecting procedures and samples, capturing results consistently, and building a remediation process that proves closure.

Lap the Competition: A Winning Pricing & Marketing Strategy for Advisory
2026-06-18 12:00 - 13:00
Description

Many accounting firms struggle to convert advisory opportunities into client engagements, even when pricing is competitive. In many cases, the challenge is not the price itself, but how the value of services is communicated and understood by clients.This session examines how clients evaluate professional services, with a focus on pricing communication, perceived value, and decision-making factors. Participants will be introduced to a structured framework for identifying breakdowns in advisory conversations and improving clarity in service offerings.The course will cover methods for packaging services, aligning pricing with client expectations, and using clear, consistent language to support client understanding. Attendees will also learn how to assess and refine their current offerings to improve client acceptance and engagement outcomes.Learning ObjectivesBy the end of this session, attendees will be able to:

Identify the Clarity Gap framework, a diagnostic for exactly where your advisory conversation is losing clients

Evaluate the Translation System, the specific language shifts that move a confused client to a confident yes

Outline the process of the Monday Morning Audit, a repeatable self-audit you can run on any service, any time

Who Should Attend?Accounting professionals, firm owners, and advisors seeking to improve pricing communication and client conversion

Prerequisites: None

Course Level: Basic

Course Length: 60 Minutes

Delivery Method: Group – Live Internet

Field of Study: Business Management & Organization – Non-Technical

CPE: 1

CE: 0

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.@intuit.com.

SQMS 1—What’s Next: Firm Viewpoints and Plans on Monitoring & Remediation
2026-06-24 14:00 - 15:00
This webinar will let you hear how firms are putting Monitoring & Remediation into motion under SQMS 1: what they’re monitoring, when they are monitoring, how they’re monitoring, and how they are reporting internally. You will also hear from global subject matter experts on how firms are evaluating findings and deficiencies. We’ll share practical examples of how firms are structuring, executing and managing their monitoring to support the annual evaluation.

Panelists will include subject matter experts and firms who will provide local and global perspective for firms from sole practitioners to larger firms. You will also get the opportunity to pose questions on what’s working and not working right now as they operationalize Monitoring & Remediation.

Learning Objectives:

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

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

Evaluate how firms assess monitoring results to determine when issues rise to the level of findings or deficiencies, including considerations for severity, pervasiveness, and root cause

Apply practical methods for documenting and managing remediation to closure, so monitoring outcomes support annual evaluation and internal governance

Who should attend: Designed for firms preparing to launch (or refine) their monitoring cycle, this session provides examples of firms approaches such as defining a monitoring plan aligned to quality risks, selecting procedures and samples, capturing results consistently, and building a remediation process that proves closure.

The power of nearshore outsourcing for the midmarket
2026-06-24 14:00 - 15:00
Event description

As rising economic uncertainty pushes 87% of organizations to prioritize cost reduction, more than 40% of midmarket companies are turning to Latin America to scale smarter, modernize operations, and build more resilient operating models. With highly skilled talent, time zone alignment, cultural compatibility, and strong digital capabilities, the region is helping midmarket organizations achieve enterprise-level sophistication and agility – without the complexity of traditional offshoring models.

Join Auxis and Grant Thornton for an executive discussion on how midmarket leaders are using nearshoring to transform Finance, Accounting, HR, IT, customer support, and other back-office functions. We’ll explore why Latin America has emerged as a strategic complement to Asia-based operations – improving service levels, accelerating AI and automation, and supporting more complex, high-touch operations.

Attendees will leave with actionable insights into the Latin America shared services and outsourcing landscape and the nearshoring strategies helping the midmarket unlock long-term value.

Webcast details

Date and time

Wednesday, June 24, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify why nearshoring adoption is expanding from large enterprises to the midmarket.

Differentiate top Latin American destinations — including Colombia, Costa Rica, Mexico, and others — along with the advantages and trade-offs of each.

Define the pros and cons of building a captive nearshore operation versus outsourcing.

Describe expected cost savings and business benefits associated with nearshore delivery.

Explain how companies are self-funding automation and AI initiatives through nearshore labor savings.

Recognize functions and processes best suited for nearshore delivery, including Finance & Accounting, HR, IT Operations, Automation & AI, and Customer Support.

Apply lessons learned and best practices for building and scaling a successful nearshoring program.

Lessons from the 2026 Proxy Season
2026-06-25 11:00 - 12:00
Webcast overview

Join us for the next KPMG Board Leadership Center quarterly webcast as we discuss trends from the 2026 proxy season.Topics to be discussed include:

A look at proxy voting trends and outcomes

Activist investors and shareholder engagement

The board’s story and corporate disclosure

Learning Objectives:After completing this course, you will be able to:

Identify trends from the 2026 proxy season

Discuss how you can prepare for next year during the proxy “off season”

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Board Directors, Chief Executive OfficersField(s) of Study: Business Management and Organization – 42

The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code HXNJRJJZTPN.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Volunteerism in Transition: Strategies for Nonprofits
2026-07-08 15:00 - 16:00
Volunteers are the lifeblood of many organizations. A significant portion of the nonprofit workforce is volunteer-based, yet only a small percentage of organizations have strong volunteer management systems in place.

In this webinar, we’ll explore how volunteerism is evolving, how motivations differ across generations, and what causes volunteers to start and stop serving. Using current data and real-world examples, the session will help leaders design clearer roles, improve recruiting, and strengthen retention.

Learning Objectives

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

Recognize how volunteerism is changing, including generational differences in motivation and engagement.

Explain the connection between volunteer motivations and effective role placement.

Identify best practices for volunteer management.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Manufacturing Modernization: Workforce Transformation
2026-07-14 15:00 - 16:00
As manufacturers navigate generational differences and evolving skill requirements, the industry faces a dual reality. An aging workforce is nearing retirement, often taking critical institutional knowledge with them, while organizations face a growing need for employees fluent in data, digital systems, artificial intelligence (AI), and automation. Join Forvis Mazars as we discuss the critical need for manufacturers to upskill their workforce and equip future workers for high-skill, tech-enabled roles in this era of digital transformation.

Learning Objectives

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

Discuss the challenges and opportunities organizations face as they adapt to changing skill requirements.

Recognize the importance of human judgment to define problems, validate outputs, and scale solutions in the technological processes while accelerating innovation.

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

CPE Information

1.00 CPE Credit(s) (pending approval)

1 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.

Key insights from the Q2 2026 CFO survey
2026-07-16 14:00 - 15:00
Event description

This webcast will explore key findings from Grant Thornton’s Q2 2026 CFO Survey, highlighting how finance leaders are navigating rising economic uncertainty while continuing to invest in growth. As inflation pressures intensify, geopolitical disruption increases, and confidence in execution declines, CFOs are balancing competing priorities — sustaining technology investment while strengthening governance, cost discipline, and operational resilience.

Drawing on insights from more than 200 senior finance executives, the discussion will examine how organizations are pursuing value creation through AI and digital transformation, even as execution risks rise. Participants will gain perspective on how CFOs are reshaping cost structures, refining pricing strategies, and leveraging outsourcing and flexible workforce models to remain agile in volatile conditions.

The webcast will also explore emerging trends in M&A strategy and execution, where organizations are prioritizing targeted, value-driven deals and focusing on technology-enabled performance improvement. Attendees will leave with a clearer understanding of how leading finance organizations are aligning investment, cost optimization, and risk management to drive sustainable growth in a high-pressure environment.

Webcast details

Date and time

Thursday, July 16, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify key economic, operational, and strategic trends shaping CFO priorities based on the Q2 2026 CFO Survey, including inflation pressures, geopolitical disruption, and declining execution confidence.

Evaluate how organizations are balancing technology and AI-driven investment with cost optimization, governance, and risk management to sustain value creation in a volatile environment.

Recognize emerging approaches to execution and operating model transformation, including outsourcing, flexible workforce strategies, and targeted M&A to enhance resilience and performance.

What does the rise in agentic AI mean for Global Business Services?
2026-07-23 14:00 - 15:00
Key takeaways

Historically, the mandate of Global Business Services (GBS) has been to centralize work, drive standardization, and maximize efficiency through automation and labor arbitrage. Agentic artificial intelligence (AI) is the next step change. It does not just speed the work, it reorients the GBS operating model and the human roles within it, from doing and transacting to overseeing and orchestrating. We’ll discuss:

Barriers to adoption and potential solutions

How leaders should rethink their GBS organization in the age of agentic AI

Why GBS is the right partner to adopt and scale AI
