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DTSTART;TZID=America/New_York:20251204T120000
DTEND;TZID=America/New_York:20251204T130000
DTSTAMP:20260606T152916
CREATED:20250831T130914Z
LAST-MODIFIED:20250831T130919Z
UID:10009769-1764849600-1764853200@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/2025-12-04/
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:20251210T090000
DTEND;TZID=America/New_York:20251210T170000
DTSTAMP:20260606T152916
CREATED:20251129T155841Z
LAST-MODIFIED:20251129T155852Z
UID:10010368-1765357200-1765386000@www.freelivecpe.com
SUMMARY:14CPE - Ensuring Success 2025
DESCRIPTION:Earn up to 14 Free Hours of CPE\, December 10-11\, 2025 \n\n\n\nThe Most Engaging Continuing Education Sessions in the Profession \n\n\n\nMeet Year-End CPE Requirements From Any Device\n\n\n\nAn exciting lineup of well-known speakers in the accounting profession will meet at AMS Pictures in Dallas\, TX\, on December 10 and 11 to broadcast two days of live\, interactive continuing education sessions. \n\n\n\nEnsuring Success Facts\n\n\n\n\nEnsuring Success is in its 11th year\n\n\n\nLive-streamed from AMS Pictures in Dallas\, TX\n\n\n\nLive streaming for two full days\n\n\n\nEarn the CPE credits you need to meet year-end requirements\n\n\n\nFantastic lineup of well-known leaders in the accounting profession\n\n\n\n\n\nOutstanding educational opportunity for accountants\n\n\n\nNo cost!\n\n\n\nNo travel!\n\n\n\nNo hotel!\n\n\n\nNo rushing from session to session!\n\n\n\nSome sessions also qualify for IRS CE credit\n\n\n\n\n2025 CPE/CE Credit\n\n\n\nHow to Claim\n\n\n\nWhen you attend a session during the event\, you will receive 3 codes during the broadcast of each session.  To claim your CPE and/or CE credit\, be sure to write them down so you can prove your attendance and get your certificate.  Click the button  below to claim your credit during or after the event. You don’t need to hurry and do this after each session – you may do this up to a year later.  You must have already REGISTERED to claim credit\, or you may do that now. \n\n\n\nThanks to Our 2025 Sponsors\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\neditor@cpapracticeadvisor.com
URL:https://www.freelivecpe.com/event/14cpe-ensuring-success-2025/2025-12-10/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Communications and Marketing,Information Technology,Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251210T130000
DTEND;TZID=America/New_York:20251210T140000
DTSTAMP:20260606T152916
CREATED:20251122T133225Z
LAST-MODIFIED:20251122T133229Z
UID:10010328-1765371600-1765375200@www.freelivecpe.com
SUMMARY:Future-Ready Financial Operations: Top Predictions for 2026
DESCRIPTION:As we head into 2026\, the pace of change in finance and accounting (F&A) is only accelerating. Are you prepared for what’s next? This webinar goes beyond the headlines to offer a practical look at the trends that will define the future of F&A. We’ll explore the real-world impact of AI\, the evolving role of cybersecurity\, and what it all means for your team and your business. \n\n\n\nLearning Objectives\n\n\n\nAfter this webinar\, you will be able to: \n\n\n\n\nIdentify the key F&A events of 2025 and their impact.\n\n\n\nExplain 2026 trends and how they translate into practical opportunities for your organization.\n\n\n\nDescribe how to create a strategic advantage by embracing the future of finance and accounting.\n\n\n\n\nProvided by
URL:https://www.freelivecpe.com/event/future-ready-financial-operations-top-predictions-for-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T090000
DTEND;TZID=America/New_York:20251211T170000
DTSTAMP:20260606T152916
CREATED:20251129T155841Z
LAST-MODIFIED:20251129T155852Z
UID:10010369-1765443600-1765472400@www.freelivecpe.com
SUMMARY:14CPE - Ensuring Success 2025
DESCRIPTION:Earn up to 14 Free Hours of CPE\, December 10-11\, 2025 \n\n\n\nThe Most Engaging Continuing Education Sessions in the Profession \n\n\n\nMeet Year-End CPE Requirements From Any Device\n\n\n\nAn exciting lineup of well-known speakers in the accounting profession will meet at AMS Pictures in Dallas\, TX\, on December 10 and 11 to broadcast two days of live\, interactive continuing education sessions. \n\n\n\nEnsuring Success Facts\n\n\n\n\nEnsuring Success is in its 11th year\n\n\n\nLive-streamed from AMS Pictures in Dallas\, TX\n\n\n\nLive streaming for two full days\n\n\n\nEarn the CPE credits you need to meet year-end requirements\n\n\n\nFantastic lineup of well-known leaders in the accounting profession\n\n\n\n\n\nOutstanding educational opportunity for accountants\n\n\n\nNo cost!\n\n\n\nNo travel!\n\n\n\nNo hotel!\n\n\n\nNo rushing from session to session!\n\n\n\nSome sessions also qualify for IRS CE credit\n\n\n\n\n2025 CPE/CE Credit\n\n\n\nHow to Claim\n\n\n\nWhen you attend a session during the event\, you will receive 3 codes during the broadcast of each session.  To claim your CPE and/or CE credit\, be sure to write them down so you can prove your attendance and get your certificate.  Click the button  below to claim your credit during or after the event. You don’t need to hurry and do this after each session – you may do this up to a year later.  You must have already REGISTERED to claim credit\, or you may do that now. \n\n\n\nThanks to Our 2025 Sponsors\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\neditor@cpapracticeadvisor.com
URL:https://www.freelivecpe.com/event/14cpe-ensuring-success-2025/2025-12-11/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Communications and Marketing,Information Technology,Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T120000
DTEND;TZID=America/New_York:20251211T130000
DTSTAMP:20260606T152916
CREATED:20251115T151103Z
LAST-MODIFIED:20251115T151108Z
UID:10010246-1765454400-1765458000@www.freelivecpe.com
SUMMARY:Budgeting & Forecasting Strategies for Nonprofits & Education in 2026
DESCRIPTION:As nonprofits and educational institutions face another year of shifting funding priorities\, economic uncertainty and evolving donor expectations\, effective financial planning is more important than ever. \n\n\n\nJoin Armanino’s nonprofit finance experts for a live walkthrough of budgeting and forecasting best practices designed to help you plan strategically for the year ahead. Learn how to align your financial model with your mission\, adapt to disruptions in federal and donor funding and create flexible forecasts that help you respond quickly to change. \n\n\n\nWho Should Attend\n\n\n\nNonprofit executives\, finance leaders\, decision-makers and board members \n\n\n\nLearning Objectives:\n\n\n\n\nApply budgeting and forecasting principles to strengthen strategic planning and sustainability.\n\n\n\nEvaluate the impact of federal funding uncertainty and economic shifts on revenue planning\, grant strategy and program delivery.\n\n\n\nIncorporate fundraising trends and donor insights into financial models to anticipate funding gaps.\n\n\n\n\nSpeaker\n\n\n\n\nStacie Cornwell\, Partner – Industry Leader\, Nonprofit\, Armanino Advisory LLC\n\n\n\nKate Hultin-Schott\, Director\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Business Management & Organization) \n\n\n\nTo be awarded the full credit\, you must attend for at least 50 minutes and respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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.
URL:https://www.freelivecpe.com/event/budgeting-forecasting-strategies-for-nonprofits-education-in-2026/
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:20251217T120000
DTEND;TZID=America/New_York:20251217T150000
DTSTAMP:20260606T152916
CREATED:20251122T130625Z
LAST-MODIFIED:20251213T143527Z
UID:10010314-1765972800-1765983600@www.freelivecpe.com
SUMMARY:3 CPE - Automation Spotlight 2025
DESCRIPTION:Automation Spotlight\n\n\n\nJoin us for three webinars exploring how automation technology enables you to bring more value to your clients. \n\n\n\nFuture-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey \n\n\n\n74% 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\nApproachable CAS: Tech-Enabled Spend Management Advisory \n\n\n\nNext up\, an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL\, to show you how to transition from traditional after-the-fact expense reporting toward a proactive\, tech-enabled approach. \n\n\n\nAchieve Operational Excellence in Your Family Office Practice \n\n\n\nFamily offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs\, cybersecurity threats\, talent shortages\, and more. In this webinar\, CPA.com’s Kim Blascoe and Sophia Loh\, Family Office Partner at Frank\, Rimerman +Co.\, will provide a workshop-style update on how top firms are putting technology to use in their operations.
URL:https://www.freelivecpe.com/event/3cpe-automation-spotlight-2025/
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:20260120T140000
DTEND;TZID=America/New_York:20260120T150000
DTSTAMP:20260606T152916
CREATED:20251213T134113Z
LAST-MODIFIED:20251213T134119Z
UID:10010394-1768917600-1768921200@www.freelivecpe.com
SUMMARY:Rural Health Transformation Program: Compliance & Oversight
DESCRIPTION:Join us for an in-depth discussion on the Rural Health Transformation Program (RHTP) and its impact on rural communities. This session will explore the purpose and goals of the RHTP\, the current funding landscape\, and practical steps organizations can take to prepare for upcoming Notices of Funding Opportunities (NOFOs). Our knowledgeable panel will also cover compliance and reporting requirements\, along with essential grant management practices for effective oversight and sustainability. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe the RHTP and its intended purpose for rural communities.\n\n\n\nDiscuss the current status of funding.\n\n\n\nExplain what organizations can do now to prepare for states releasing NOFOs.\n\n\n\nRecognize compliance and reporting requirements and how an organization can prepare to comply.\n\n\n\nIdentify grant management practices critical to managing these funds.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (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. \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/rural-health-transformation-program-compliance-oversight/
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:20260121T140000
DTEND;TZID=America/New_York:20260121T150000
DTSTAMP:20260606T152916
CREATED:20251226T132241Z
LAST-MODIFIED:20251226T132246Z
UID:10010427-1769004000-1769007600@www.freelivecpe.com
SUMMARY:KPMG Consumer\, Retail & Hospitality Executive Insights: On the Board Agenda for 2026 webcast
DESCRIPTION:Webcast overview\n\n\n\nAs we move into 2026\, consumer\, retail & hospitality (CRH) companies continue to build on the confidence and agility they’ve developed over recent years. We invite you to join us for our upcoming webcast where we will dive into the key developments shaping the future of CRH companies and explore their implications for board members and their governance responsibilities. \n\n\n\nJoin us as our esteemed panel of directors discusses the following critical topics: \n\n\n\n\nBuilding a Growth Foundation: Navigate economic uncertainty\, inflation\, tariffs\, and high capital costs to establish a solid foundation for growth.\n\n\n\nStrategic Planning: Building resilience and agility with large transactions.\n\n\n\nAI & Data Governance: Enhance decision-making and operational efficiency through AI and data governance.\n\n\n\nWorkforce: Prioritize talent management and organizational culture\, and understand their crucial impact on labor dynamics.\n\n\n\n\nWe look forward to your participation and the valuable insights you will gain from this webcast. \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 XVN3QRB4XRR.
URL:https://www.freelivecpe.com/event/kpmg-consumer-retail-hospitality-executive-insights-on-the-board-agenda-for-2026-webcast/
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:20260122T110000
DTEND;TZID=America/New_York:20260122T120000
DTSTAMP:20260606T152916
CREATED:20251226T132505Z
LAST-MODIFIED:20251226T132512Z
UID:10010428-1769079600-1769083200@www.freelivecpe.com
SUMMARY:On the 2026 board agenda
DESCRIPTION:Webcast overview\n\n\n\nJoin us for the first KPMG Board Leadership Center (BLC) quarterly webcast of 2026 as the KPMG BLC team discusses the critical challenges and priorities driving board and committee agendas in the year ahead.  \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 VTNL9ZR66DW.
URL:https://www.freelivecpe.com/event/on-the-2026-board-agenda/
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:20260122T130000
DTEND;TZID=America/New_York:20260122T140000
DTSTAMP:20260606T152916
CREATED:20260109T224621Z
LAST-MODIFIED:20260109T224626Z
UID:10010470-1769086800-1769090400@www.freelivecpe.com
SUMMARY:Psychological Safety at Work: Building Trust\, Encouraging Risk-Taking\, and Driving Innovation
DESCRIPTION:Webcast overview\n\n\n\nAs 2026 begins\, it’s a perfect time to focus on a crucial and timely topic: psychological safety. The ability for individuals to feel confident in speaking up with ideas\, questions\, concerns\, or mistakes without fear of reprisal is essential for creating a thriving and innovative workplace. \n\n\n\nThe KPMG WORC Community invites you to join us for our upcoming webcast on January 22\, 2026\, where risk and cyber professionals will explore psychological safety in the workplace: what it is\, how we experience it at work\, and how to create a culture where people feel safe to speak up\, take risks\, and learn together. \n\n\n\nSpecifically\, our speakers will discuss: \n\n\n\n\nDefining Psychological Safety: What it means to feel safe speaking up\, taking risks\, and being vulnerable at work.\n\n\n\nThe Business Impact: How a culture of psychological safety drives innovation\, improves team performance\, and enhances employee well-being.\n\n\n\nFostering a Safe Environment: Practical strategies for leaders and colleagues to cultivate an environment of trust and openness.\n\n\n\n\nWho should attend: All are welcome to register. Business professionals of all levels who are looking for practical strategies to foster psychological safety\, strengthen trust\, and elevate team performance.   \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 KCNVHH79K5R.
URL:https://www.freelivecpe.com/event/psychological-safety-at-work-building-trust-encouraging-risk-taking-and-driving-innovation/
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:20260127T120000
DTEND;TZID=America/New_York:20260127T130000
DTSTAMP:20260606T152916
CREATED:20260110T005413Z
LAST-MODIFIED:20260110T005418Z
UID:10010488-1769515200-1769518800@www.freelivecpe.com
SUMMARY:IRS Correspondence Challenges: Navigating Resolution Amid Delays and Workforce Reductions
DESCRIPTION:Description\n\n\n\nRecent reductions in the IRS workforce along with a government shut down have introduced new challenges for tax professionals managing correspondence and case resolutions. While enforcement actions have slowed temporarily\, limited staffing has resulted in processing delays\, misrouted responses\, and increased frustration for both practitioners and clients.This course provides tax professionals with practical strategies to communicate effectively with the IRS and manage cases efficiently despite extended response times. Participants will learn how to use available IRS tools\, implement proven communication tactics\, and maintain productivity in the face of systemic slowdowns. The course also covers proactive methods to anticipate and adapt to ongoing IRS operational changes\, helping practitioners guide clients confidently through an evolving enforcement landscape. \n\n\n\nUpon completion of this course\, participants will be able to:1. Describe the current state of the IRS workforce and its impact on communication and case resolution processes.2. Identify how IRS staffing reductions contribute to correspondence backlogs\, enforcement delays\, and practitioner challenges.3. Utilize key IRS tools and strategies to manage processing delays and communication barriers effectively.4. Implement proactive approaches to set client expectations and reduce frustration caused by prolonged IRS response times.5. Prepare for ongoing IRS operational and procedural changes to ensure readiness and maintain efficient client service.Prerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE: 1 \n\n\n\nIntuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\n\n\nNote: 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.
URL:https://www.freelivecpe.com/event/irs-correspondence-challenges-navigating-resolution-amid-delays-and-workforce-reductions/
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:20260128T140000
DTEND;TZID=America/New_York:20260128T150000
DTSTAMP:20260606T152916
CREATED:20260110T135821Z
LAST-MODIFIED:20260110T135826Z
UID:10010496-1769608800-1769612400@www.freelivecpe.com
SUMMARY:Monitoring & Remediation: Building a Practical\, Risk-focused Plan for Your Firm
DESCRIPTION:As firms continue to refine their risk assessment\, monitoring\, and remediation processes\, expectations around how monitoring is designed and executed are evolving. This intermediate-level session provides a practical look at what firms should be watching for\, how anticipated changes may affect monitoring activities\, and how to translate those insights into a workable monitoring and remediation plan.  \n\n\n\nParticipants will hear perspectives from local and regional-focused firms on actions already undertaken\, lessons learned\, and how monitoring plans are being structured across timing\, people\, and methodology. The session will also explore internal inspection approaches and the role of technology in supporting monitoring and remediation efforts. A moderated fireside chat and live Q&A will allow participants to examine real-world considerations\, including the impact of busy season and resource constraints\, and identify next steps they can apply within their own firms.  \n\n\n\nLearning objectives:  \n\n\n\n\nAnalyze key risk assessment considerations that influence monitoring and remediation priorities within CPA firms.\n\n\n\nAssess the impact of anticipated changes on firm monitoring activities\, including timing\, staffing\, and methodology.\n\n\n\nApply practical approaches to designing a monitoring and remediation plan\, drawing on examples from small- and medium-sized firm perspectives.\n\n\n\nEvaluate internal inspection and technology-enabled monitoring approaches to determine how they support effective remediation efforts. \n\n\n\n\nCPE Credit \n\n\n\nCost: Free  CPE Credits: 1.0 hourField of Study: Business Management & OrganizationRequirements: NoneProgram Level: IntermediateDelivery Method: Group Internet Based Advanced Preparation: NoneLocation: Online \n\n\n\nThis CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints\, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org  \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/monitoring-remediation-building-a-practical-risk-focused-plan-for-your-firm/
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:20260129T140000
DTEND;TZID=America/New_York:20260129T150000
DTSTAMP:20260606T152916
CREATED:20260117T133259Z
LAST-MODIFIED:20260117T133304Z
UID:10010540-1769695200-1769698800@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\, Alex Hartzell from BILL and Matthew Wallace\, Manager of Innovation at Armanino\, 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 how Armanino uses 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. \n\n\n\nThis CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints\, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org  \n\n\n\nCPA.com\, 1345 Avenue of the Americas\, 27th Floor\, New York\, NY 10105
URL:https://www.freelivecpe.com/event/scale-smarter-integrate-financial-operations-for-insight-driven-cas-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:20260205T120000
DTEND;TZID=America/New_York:20260205T130000
DTSTAMP:20260606T152916
CREATED:20260117T131242Z
LAST-MODIFIED:20260117T131247Z
UID:10010533-1770292800-1770296400@www.freelivecpe.com
SUMMARY:Intuit Lacerte: Firm Administration & Set Up
DESCRIPTION:Description\n\n\n\nMastering the setup and administration of Intuit Lacerte is crucial for running an efficient and compliant tax practice. This one-hour webinar is designed specifically for firm owners and administrators\, guiding you through the essential steps to configure Lacerte for your firm and its users. Join us to learn how to: \n\n\n\nBy attending this course\, attendees will be able to: \n\n\n\n\nComplete the required steps to set up a new firm within the Lacerte program\, including the correct firm identifiers and EFIN registration.\n\n\n\nAdminister preparer information and user accounts\, granting appropriate access rights to firm staff.\n\n\n\nConfigure print settings and customize client letters\, invoices\, and filing instructions to meet firm standards.\n\n\n\nExplain the purpose of key firm identifiers\, such as CAN\, EFIN\, and ERO PIN\, and how they are used within the program.\n\n\n\nUtilize the available settings and administrative tools to streamline the Lacerte workflow for themselves and their firm’s preparers.\n\n\n\n\nWho Should Attend? \n\n\n\nAnyone new to or considering using Intuit Lacerte to prepare tax returns. \n\n\n\nPrerequisites:  None \n\n\n\nCourse Level: Basic \n\n\n\nCourse Length: 60 Minutes \n\n\n\nDelivery Method: Group – Live Internet \n\n\n\nField of Study: Business Management & Organization – Non-Technical \n\n\n\nCPE: 1 \n\n\n\nCE: 1IRS Course ID: NESGF-T-00218-25-O \n\n\n\nIntuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\n\n\nNote: 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.
URL:https://www.freelivecpe.com/event/intuit-lacerte-firm-administration-set-up/
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/2025/12/Intuit-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T150000
DTEND;TZID=America/New_York:20260210T160000
DTSTAMP:20260606T152916
CREATED:20260117T000721Z
LAST-MODIFIED:20260131T141220Z
UID:10010520-1770735600-1770739200@www.freelivecpe.com
SUMMARY:What Comes Next: Planning to Prosper in Times of Transition
DESCRIPTION:Event Overview\n\n\n\nEvery business eventually faces turning points where leaders must decide what comes next. These decisions are high-stakes and complex\, and without a structured plan\, they can lead to hesitation or costly missteps. \n\n\n\nThis CPE webinar offers strategies for navigating pivotal moments with clarity and confidence. Drawing from real-world scenarios and expert insights\, we’ll explore how to strengthen long-term value and competitive positioning through proactive planning\, leadership sustainability\, and operational strategy — so you can prosper now and into the future. \n\n\n\nLearning Objectives  \n\n\n\n\nApply strategic frameworks to evaluate growth decisions\, including proactive planning and forecasting.\n\n\n\nList succession planning essentials\, including leadership sustainability and ownership transition strategies.\n\n\n\nRecall how strategic planning supports growth and business transitions\, and identify key considerations for an effective\, technology-informed approach.\n\n\n\nExplore how to use scenario planning and change management tools to guide investment decisions in technology\, talent\, and operations.\n\n\n\nIdentify common decision-making pitfalls and how to avoid them through structured planning and advisory support.\n\n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\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/what-comes-next-planning-to-prosper-in-times-of-transition/
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:20260211T130000
DTEND;TZID=America/New_York:20260211T140000
DTSTAMP:20260606T152916
CREATED:20260208T141253Z
LAST-MODIFIED:20260208T141304Z
UID:10010627-1770814800-1770818400@www.freelivecpe.com
SUMMARY:Consumer Markets Hot Topics Webcast
DESCRIPTION:PwC leaders will share their perspectives on what Holiday 2025 tells us about consumer spending in 2026\, the latest on agentic commerce\, tariff and trade dynamics\, and M&A activity. The session will focus on practical\, near-term actions leaders can take now to navigate disruption. \n\n\n\nPresenters:Ali Furman\, Consumer Markets Industry LeaderPeter Pollini\, Financial Services Industry LeaderEric Shea\, Commerce LeaderStacia Wood\, Consumer Markets Workforce LeaderMark Truchan\, Trade and Tariffs PartnerMike Ross\, Consumer Markets Deals Leader \n\n\n\nWho should attend: Consumer Markets C-Suite leaders (CEO\, COO\, CFO\, CSO\, CCO\, CRO\, CDO\, CTO\, CIO) and SVP/VP/Directors across Transformation\, AI\, Trade\, Compliance\, Finance\, Supply Chain\, and Marketing. \n\n\n\nCPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.
URL:https://www.freelivecpe.com/event/consumer-markets-hot-topics-webcast-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/2023/11/PWC-CPE-Webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T140000
DTEND;TZID=America/New_York:20260211T150000
DTSTAMP:20260606T152916
CREATED:20260208T150820Z
LAST-MODIFIED:20260208T150825Z
UID:10010635-1770818400-1770822000@www.freelivecpe.com
SUMMARY:Reimagining Tax Season with AI
DESCRIPTION:It’s that time of year again. Tax season is ramping up\, and accountants everywhere are preparing for the long days (and nights) ahead. But this year\, busy season doesn’t need to mean burnout for you and your team.   \n\n\n\nJoin us for a live webinar featuring Kevin Sickels\, Tax Partner at Ketel Thorstenson\, CPA.com’s Michael Cerami\, and Blue J’s CRO\, Sean Erjavec. They’ll be discussing what tax season looks like today\, how AI is changing the ways tax practitioners work\, and how Ketel Thorstenson is reimagining tax season with Blue J.  \n\n\n\nSign up now to save your spot. All registrants will receive the full recording. So even if you can’t attend\, you can still access all the insights from this webinar.   \n\n\n\nLearning objectives:  \n\n\n\n\nIdentify key learnings from last year’s tax season and predictions for this year.  \n\n\n\nRecognize the impact of AI-powered tax research on common tax season pain points.  \n\n\n\nRecall how modern firms are leveraging AI-powered tax research during tax season and beyond.  
URL:https://www.freelivecpe.com/event/reimagining-tax-season-with-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/2025/01/CPA.com-accounting-conferences.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T150000
DTEND;TZID=America/New_York:20260211T160000
DTSTAMP:20260606T152916
CREATED:20260208T151034Z
LAST-MODIFIED:20260208T151039Z
UID:10010636-1770822000-1770825600@www.freelivecpe.com
SUMMARY:Positioning CAS for Growth: How to Market\, Message\, and Sell Your Value
DESCRIPTION:Many firms struggle to explain the value of CAS — both to clients and internally. Without clear positioning and a strong message\, even the best service offerings fall flat. \n\n\n\nIn this webinar\, CAS leaders from CPA.com\, Forvis Mazars\, and GRF CPAs & Advisors will share how to craft a compelling value proposition\, educate internal teams\, and promote CAS to the right audience segments. Learn how to bridge the gap between CAS and firm marketing\, gain internal alignment\, and scale with clarity. Whether you’re refining your existing messaging or building your first campaign\, you’ll walk away with real strategies and examples to put into action. \n\n\n\nLearning objectives: \n\n\n\n\nDefine the core value proposition of CAS in a way that resonates with clients\, internal teams\, and firm leadership.\n\n\n\nIdentify common marketing challenges for CAS practices and develop strategies to overcome them through tailored messaging and education.\n\n\n\nDifferentiate marketing approaches for prospective clients\, existing clients\, and internal audiences based on their specific pain points and levels of awareness.\n\n\n\nApply storytelling and positioning techniques to increase CAS adoption\, client understanding\, and internal advocacy.
URL:https://www.freelivecpe.com/event/positioning-cas-for-growth-how-to-market-message-and-sell-your-value/
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:20260217T140000
DTEND;TZID=America/New_York:20260217T150000
DTSTAMP:20260606T152916
CREATED:20260208T143630Z
LAST-MODIFIED:20260208T143635Z
UID:10010632-1771336800-1771340400@www.freelivecpe.com
SUMMARY:Navigating Staffing Challenges: Turnover\, Complexity & Resource Gaps
DESCRIPTION:Description\n\n\n\nMaster staffing shortages in tax/accounting firms amid retirements\, exam decline\, and unemployment. This session highlights how to combat burnout\, address generational clashes\, and manage complex workloads through culture-building\, equity incentives\, strategic outsourcing\, and streamlined hiring. Transform strain into strength—retain top talent\, reclaim billable hours\, and future-proof your firm. \n\n\n\nBy attending this webinar\, you will be able to:• Build a High-Value Client Culture – Foster caring relationships\, ownership\, and integrity to reduce burnout and boost retention.• Optimize Resources Strategically – Delegate routine tasks\, eliminate low-margin clients\, and outsource to free up valuable employees to focus on high-value work.• Get Talent Fast & Keep Them Long – Streamline hiring with compelling postings and rapid offers\, then lock in loyalty with equity\, tenure-based perks\, and professional development.Who should attend:Tax and accounting professionalsPrerequisites: NoneDelivery Method: Group Internet BasedField of Study: Business Management & Organization – Non-technicalCourse Length: 60 MinutesCourse Level: BasicRecommended CPE: 1Recommended CE: 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.
URL:https://www.freelivecpe.com/event/navigating-staffing-challenges-turnover-complexity-resource-gaps/
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/2025/12/Intuit-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260219T140000
DTEND;TZID=America/New_York:20260219T150000
DTSTAMP:20260606T152916
CREATED:20260131T133353Z
LAST-MODIFIED:20260131T133357Z
UID:10010592-1771509600-1771513200@www.freelivecpe.com
SUMMARY:Adapting in Uncertainty: US 2026 C-Suite Outlook
DESCRIPTION:This webinar will explore findings from the 2026 C‑Suite Barometer\, including how U.S. business leaders are responding with resilience\, adaptability\, and accelerated investment in technology\, talent\, and operational agility. \n\n\n\nThe session will focus on major trends impacting businesses in the U.S.\, including the scaling of artificial intelligence (AI)\, tariff-driven cost strategies\, supply chain evolution\, and renewed international expansion. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify key topics shaping the U.S. business outlook in 2026\, including economic and competitive pressures.\n\n\n\nDescribe how U.S. organizations are using technology and AI to enhance adaptability in operations and strategic transformation.\n\n\n\nRecognize the primary factors driving international expansion decisions and related compliance considerations.\n\n\n\nExplain how executives are adapting business strategies\, like supply chain investments and workforce planning\, to address new risks and opportunities.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (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 the 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/adapting-in-uncertainty-us-2026-c-suite-outlook/
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:20260224T140000
DTEND;TZID=America/New_York:20260224T150000
DTSTAMP:20260606T152916
CREATED:20260208T151238Z
LAST-MODIFIED:20260208T151244Z
UID:10010637-1771941600-1771945200@www.freelivecpe.com
SUMMARY:Automate\, scale\, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
DESCRIPTION:Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com\, Vertex\, and Kintsugi as they unpack how AI-driven automation is simplifying compliance and enabling firms to confidently expand their advisory services.     \n\n\n\nThis webinar will introduce Kintsugi\, the AI-powered technology now integrated into the Vertex Firm Advisor Program\, designed to help CAS and SALT practices navigate multi-jurisdictional complexity with greater ease. You’ll learn how firms can leverage automation to monitor nexus exposure in real time and streamline registration and filing to deliver more accurate\, efficient sales tax support for clients.   \n\n\n\nCome away with actionable strategies to enhance your advisory offerings\, reduce compliance risk and better support clients navigating complex sales and use tax requirements.  \n\n\n\nLearning objectives: \n\n\n\n\nIdentify new opportunities for CAS and SALT advisory growth\n\n\n\nExplain how real-time nexus monitoring and automated compliance reduce risk\n\n\n\nEvaluate the role of AI in scaling multi-client sales tax services\n\n\n\nApply insights from a CPA firm’s real-world experience\n\n\n\nLeverage the free nexus assessment to uncover client needs and advisory leads 
URL:https://www.freelivecpe.com/event/automate-scale-advise-the-new-ai-powered-sales-tax-compliance-platform-for-cas-and-salt-practices/
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:20260225T130000
DTEND;TZID=America/New_York:20260225T140000
DTSTAMP:20260606T152916
CREATED:20260206T224547Z
LAST-MODIFIED:20260206T224552Z
UID:10010617-1772024400-1772028000@www.freelivecpe.com
SUMMARY:Reshaping finance operations: Prevailing BPO trends in delivery models
DESCRIPTION:Key takeaways \n\n\n\nIn today’s fast-changing finance landscape\, digital expansion is reshaping operating models\, and business process outsourcing (BPO) for finance operations is gaining traction. What should finance professionals consider on the outsourcing journey? We’ll discuss: \n\n\n\n\nPrevailing BPO trends\, including domains\, onshore vs. offshore\, and the impact of digital\n\n\n\nCore decision-making criteria organizations should evaluate when contemplating BPO\n\n\n\nCommon challenges and considerations for outsourcing decisions\, from change management and data security to talent and business outcomes
URL:https://www.freelivecpe.com/event/reshaping-finance-operations-prevailing-bpo-trends-in-delivery-models/
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:20260226T140000
DTEND;TZID=America/New_York:20260226T150000
DTSTAMP:20260606T152916
CREATED:20260214T150134Z
LAST-MODIFIED:20260214T150139Z
UID:10010672-1772114400-1772118000@www.freelivecpe.com
SUMMARY:Building economic resilience: How accounting firms can stay profitable when markets shift
DESCRIPTION:This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time. \n\n\n\nIf you’re feeling busy but not fully clear on the numbers\, this session will help you reconnect activity to profitability\, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify early indicators of financial stress within an accounting firm\, including revenue trends\, expense pressures\, and client payment behavior.\n\n\n\nAnalyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.\n\n\n\nEvaluate cash flow management and forecasting approaches that improve financial predictability and decision-making\n\n\n\nDetermine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.
URL:https://www.freelivecpe.com/event/building-economic-resilience-how-accounting-firms-can-stay-profitable-when-markets-shift/
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/2025/11/CPA-practice-advisors-CPE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T150000
DTEND;TZID=America/New_York:20260226T160000
DTSTAMP:20260606T152916
CREATED:20260208T151417Z
LAST-MODIFIED:20260208T151430Z
UID:10010638-1772118000-1772121600@www.freelivecpe.com
SUMMARY:How CAS Firms Are Unlocking New Potential with Agentic AI
DESCRIPTION:Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling\, agentic AI goes beyond automation to act on your behalf\, freeing your team to focus on high-value\, strategic work. \n\n\n\nHear from leaders at CPA.com\, Aprio\, and BILL as they break down the real-world impact of AI agents in firms of all sizes. You’ll discover how AI is helping CAS teams: \n\n\n\n\nOperate more efficiently with fewer bottlenecks\n\n\n\nProactively surface insights for clients\n\n\n\nUnlock new capacity without new headcount\n\n\n\nStrengthen governance and trust though intelligent automation\n\n\n\n\nWhether you’re running a lean firm or leading at scale\, this conversation will show how AI agents can be your force multiplier for growth\, insight and advisory elevation. \n\n\n\nLearning objectives: \n\n\n\n\nDifferentiate between basic automation\, generative AI\, and agentic AI — and understand the unique role agentic AI plays in CAS practices\n\n\n\nIdentify high-impact CAS workflows where agentic AI can deliver immediate value\, such as vendor onboarding\, bill pay\, reconciliation and exception management\n\n\n\nDescribe how AI agents improve both operational efficiency and advisory insight\, helping firms shift from transactional to proactive service delivery\n\n\n\nApply best practices for responsible AI deployment\, including governance\, auditability and human oversight to maintain trust and compliance
URL:https://www.freelivecpe.com/event/how-cas-firms-are-unlocking-new-potential-with-agentic-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260304T140000
DTEND;TZID=America/New_York:20260304T150000
DTSTAMP:20260606T152916
CREATED:20260228T205520Z
LAST-MODIFIED:20260228T205526Z
UID:10010745-1772632800-1772636400@www.freelivecpe.com
SUMMARY:Build the Firm You Want: How to Attract the Right Clients with Strategic Marketing
DESCRIPTION:Many accounting firms aren’t struggling to find work; they’re struggling to find the right work. This webinar explores how intentional branding\, positioning\, and marketing can help firms move away from the “we do everything” trap and towards a more focused\, profitable client base. Our speakers will discuss how modern buyers evaluate firms online and how clarity in messaging drives better-fit leads while discouraging misaligned prospects. Attendees will leave with insights into how marketing supports long-term firm growth\, plus actionable strategies they can start implementing immediately to attract the clients they actually want to serve.  \n\n\n\n\nIdentify the key elements of intentional branding and positioning that help accounting firms attract better-fit clients.\n\n\n\nRecognize how modern buyers evaluate accounting firms online and the role marketing plays in first impressions.\n\n\n\nRecall how clear and focused marketing messaging supports long-term firm growth and improved client alignment.
URL:https://www.freelivecpe.com/event/build-the-firm-you-want-how-to-attract-the-right-clients-with-strategic-marketing/
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:20260311T110000
DTEND;TZID=America/New_York:20260311T120000
DTSTAMP:20260606T152916
CREATED:20260221T181720Z
LAST-MODIFIED:20260221T181726Z
UID:10010681-1773226800-1773230400@www.freelivecpe.com
SUMMARY:2026 State of the Nonprofit Sector: Funding Your Mission
DESCRIPTION:The nonprofit sector has faced many challenges over the past year\, including federal funding uncertainties\, shifting demographics\, and increasing community needs. Join us for this first webinar in the 2026 State of the Nonprofit Sector series. This session will focus on how policy changes\, donor trends\, and other factors are impacting organizations\, and we’ll show ways they’re adapting to this changing environment. We’ll also be joined by a nonprofit leader who will discuss steps their organization is taking to maintain effectiveness. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify federal funding impacts.\n\n\n\nRecognize recent donor trends.\n\n\n\nDescribe revenue diversification strategies.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance\, during 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/2026-state-of-the-nonprofit-sector-funding-your-mission/
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:20260311T140000
DTEND;TZID=America/New_York:20260311T150000
DTSTAMP:20260606T152916
CREATED:20260214T145336Z
LAST-MODIFIED:20260214T145344Z
UID:10010671-1773237600-1773241200@www.freelivecpe.com
SUMMARY:Real Estate & Construction Essentials: Pave the way for a successful transaction
DESCRIPTION:As a leader in the construction and real estate industries\, you’ve built a business with long-term value. But\, are you ready for what’s next? Join our nationally recognized construction and real estate experts as they walk through a practical\, timeline-based roadmap to help you prepare your business for a successful transaction. You’ll gain insights into what buyers are looking for\, how to avoid common due diligence pitfalls\, and what steps to take before a deal to maximize value and minimize disruption. \n\n\n\nLearning objectives:\n\n\n\n\nUnderstand what buyers look for in your technology\, financial statements\, and operations.\n\n\n\nLearn how to track jobs and manage WIP to support a clean transition.\n\n\n\nIdentify common IT and cybersecurity gaps before due diligence begins.\n\n\n\nExplore how data quality and digital tools impact deal value.\n\n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/real-estate-construction-essentials-pave-the-way-for-a-successful-transaction/
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:20260324T140000
DTEND;TZID=America/New_York:20260324T150000
DTSTAMP:20260606T152916
CREATED:20260228T125432Z
LAST-MODIFIED:20260228T125438Z
UID:10010706-1774360800-1774364400@www.freelivecpe.com
SUMMARY:Securing tomorrow: Succession strategies for family enterprises
DESCRIPTION:Key takeaways \n\n\n\nLeadership transitions can be pivotal moments that shape the destiny of family enterprises—yet succession planning is often postponed or overshadowed by day-to-day demands. Insights from our recent Deloitte Private succession survey of 300 family businesses highlight how a proactive approach can build organizational resilience and safeguard the company’s legacy. Success often hinges on developing internal talent\, welcoming external expertise when needed\, and fostering strong governance to support seamless transitions. We’ll discuss: \n\n\n\nGovernance approaches that enable successful transitions \n\n\n\nThe case for early\, intentional succession planning \n\n\n\nStrategies to cultivate leaders from within and beyondthe family
URL:https://www.freelivecpe.com/event/securing-tomorrow-succession-strategies-for-family-enterprises/
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260325T130000
DTEND;TZID=America/New_York:20260325T140000
DTSTAMP:20260606T152916
CREATED:20260307T201259Z
LAST-MODIFIED:20260307T201429Z
UID:10010794-1774443600-1774447200@www.freelivecpe.com
SUMMARY:From Cost Center to Cash Engine: AI in Collections
DESCRIPTION:This webinar explores how finance leaders can transform their accounts receivable collections from a reactive cost center into a strategic cash flow engine. It details a modern approach where AI and automation handle routine work\, freeing teams to focus on high-impact activities. Join us and learn how to leverage data-driven strategies and intelligent tools to improve working capital\, accelerate cash flow\, and reduce revenue leakage. Attendees will leave with a practical playbook for building a more efficient and strategic collections function\, turning their A/R team into a significant driver of financial performance. \n\n\n\nLearning Objectives\n\n\n\nAfter this webinar\, you will be able to: \n\n\n\nRecognize how an intelligent collections model improves working capital and cash flow. \n\n\n\nExplain the limitations of traditional\, reactive collections processes. \n\n\n\nDescribe a modern\, AI-powered operating model for strategic collections. \n\n\n\nIdentify data-driven strategies to prioritize collection efforts effectively.
URL:https://www.freelivecpe.com/event/from-cost-center-to-cash-engine-ai-in-collections/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260325T140000
DTEND;TZID=America/New_York:20260325T150000
DTSTAMP:20260606T152916
CREATED:20260322T134116Z
LAST-MODIFIED:20260322T134121Z
UID:10010849-1774447200-1774450800@www.freelivecpe.com
SUMMARY:Risk Assessment in SQMS 1: Planning & Implementing Your Approach
DESCRIPTION:SQMS 1 went into effect on December 15th 2025\, impacting audit and assurance practices. Since then\, firms have been working toward moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.    \n\n\n\nWe are now at the stage where firms should be defining and ensuring quality objectives are met within their audit and assurance practices\, so firms can immediately benefit from the improved quality that SQMS 1 will bring.    \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/risk-assessment-in-sqms-1-planning-implementing-your-approach/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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