Create Effective Finance, Investment, and Audit Committees
2024-10-01 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
With an everchanging landscape in the public sector, the role of finance, investment, and audit committees continue to grow more demanding and complex. These committees play an integral role in supporting effective governance and trust in financial reporting, controls, and oversight.

Join us for our webcast, Create Effective Finance, Investment, and Audit Committees. We’ll review practices to enhance your organization’s finance, investment, and audit committees, including roles, responsibilities, relationships, and decision-making models.

Best-in-Class Construction CFO: A Forward-Looking Approach
2024-10-01 15:00 - 16:00
Critically valuable information may lie in what has yet to happen and how leaders in the construction industry can help shape those outcomes. CFOs are uniquely positioned to understand the financial aspects of the organization, while best-in-class CFOs also anticipate where the organization needs to go and what steps to take to get there. Join us for an informative webinar and learn more about what it means to be a forward-looking CFO in the construction industry.

Learning Objectives

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

Recognize what it means to be a forward-looking CFO in the construction industry.

Evaluate whether your organization exemplifies best-in-class characteristics.

Employ strategies and processes to help elevate your role in the organization.

List common habits of those that have a forward-looking mindset.

CPE Information

1.00 CPE Credit (pending approval)

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

Creating Value through M&A Integration
2024-10-03 14:00 - 15:00
Join us for an insightful webcast designed to equip both private equity (PE) and strategic acquirers with the knowledge to drive value in mergers and acquisitions (M&A) integration. This session will delve into select levers that are crucial for successful integration, emphasizing their importance and practical applications. Participants will gain an understanding of how to merge organizational cultures to foster a cohesive and productive environment, a critical factor in ensuring smooth transitions and sustained performance.

We will cover the significance of synergy tracking, focusing on identifying and monitoring synergies to guarantee the realization of anticipated benefits. By examining these key areas, attendees will learn how to effectively harness these levers to maximize value during the integration process.

Key insights will be shared on the establishment of an Integration Management Office (IMO) and the development of a structured, repeatable integration process that can be applied to future M&A activities.

After this session participants will be able to:

Apply the levers to drive value during an integration using example case studies.

Identify select levers for driving value in an integration for both PE and strategic acquirers.

Recognize the importance in M&A integration for each of the levers discussed.

Creating an Employee Value Proposition
2024-10-10 13:00 - 14:00
Event Overview

By establishing an effective Employee Value Proposition (EVP), your organization can stand out in the job market — attracting the new talent you seek and retaining your valued employees. An EVP captures the essence of a company, focusing on benefits such as compensation, career development, work environment, and company culture.

During this webinar, we’ll break down what an EVP is and how to create one that effectively attracts top talent and fosters engagement, loyalty, and retention.

Global Governance: Disrupt or Be Disrupted
2024-10-15 13:00 - 14:00
Global Governance: Disrupt or Be Disrupted

Join Protiviti, BoardProspects and Broadridge in an insightful and interactive webinar diving deep into the concept of disrupt or be disrupted. This webinar will offer CPE credit and kick off our second annual Global Board Governance Survey.

The phrase disrupt or be disrupted is an implicit call for businesses to become more agile by relentlessly focusing on fulfilling customer needs, being sensitive to evolving employee expectations, making data informed decisions at market speed and continuously innovating to create value for their customers in new ways- shaping the future as well as the future of their industry before someone else does.

The disruption conversation in the c-suite and boardroom is about four key questions

What would disrupt our company?

How can we improve our market positioning as a disruptor?

How would we know we are being disrupted?

When would we know we are being disrupted?

Register today to join the conversation and voice your opinion by taking the global board governance survey.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions 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.

Productization for Better Client Engagement
2024-10-23 13:00 - 14:00
Pricing is more than just a number — it’s a key to unlocking greater customer satisfaction and loyalty. Today, firms can optimize their pricing models through productization to delight clients and drive business growth. This session will look at the six essential steps of value pricing, including defining your customer, productizing your offerings and systematizing delivery for consistent, predictable outcomes. Come discover how upfront pricing, scoping and specialization can transform transactional work into personalized, transformational services that enhance the customer experience.

Learning Objectives:

Package intangible services into easy-to-buy, persona-tailored solutions

Align pricing strategies with customer goals for a seamless, pleasant experience

Boost customer loyalty through streamlined, repeatable offerings and measurable outcomes

Delivery Method: Group Internet

Course Level: Basic

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

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

Enhancing Month-End Close With Advanced Reporting
2024-10-30 11:00 - 12:00
Start with an end goal in mind: Better prepare for a timely and accurate month-end close so you can facilitate a meaningful financial reporting cycle. Join Forvis Mazars for a complimentary webinar and learn about innovative approaches to common challenges such as cash flow planning, delayed information availability, and navigating the reliability of key performance indicators (KPIs).

Learning Objectives

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

Describe how data accessibility is utilized and whether cloud- or server-based will better suit your needs.

Identify a “single source of truth” through an integration of systems.

Discuss how to find more meaning in your standard financial statements with KPIs.

CPE Information

1.00 CPE Credit (pending approval)

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

Improving CX Requires a New Approach to EX
2024-11-06 13:00 - 14:00
Pricing is transforming the workplace to optimize both employee satisfaction and customer outcomes. Streamlining the process not only delights customers, it makes things better for your team. Technology can free them to focus on higher-value work, but it also requires a new approach to measuring success. Tie KPIs to customer goals and you’ll be sure to see an increase in the health of your culture. This session will help you foster a committed team, improve operational efficiency, and ultimately, drive higher profits by aligning employee experience (EX) with customer experience (CX).

Learning Objectives:

Why happy, valued employees lead to stronger customer relationships and brand loyalty

How eliminating mundane tasks allows employees to focus on more meaningful work that directly impacts the customer experience

Focusing on high-value clients maximizes efficiency and profitability

How dedicated teams and tailored KPIs can boost service quality and customer satisfaction

Delivery Method: Group Internet

Course Level: Basic

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

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

Navigating the Future: Trends and Strategies in Healthcare M&A for Multi-State Transactions
2024-11-07 13:00 - 14:00
Join McCarter & English and Withum as we address the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities. These laws not only apply to intra-state healthcare entities, but also out-of-state healthcare entities that are seeking to cross a border and purchase, acquire, or merge with a healthcare entity operating within a state that has passed one of these new laws. We will discuss who the statutes apply to, the transactional threshold levels that have to be met for the statute to apply, what information the healthcare entities have to provide to the state, who reviews the information and the review process, whether the statute requires state approval or just notice, and the state’s stance on anti-trust issues.

If you are a healthcare provider or represent providers that operate in several states and are looking to expand, this timely presentation will serve as a guide to your future M&A strategy.

Attend this webinar to:

Identify what to consider if expanding in several states relating to transactional threshold levels, information to be provided, review process and more.

Analyze the legal and consulting standards for the new laws passed across multiple states that require review of healthcare transactions involving the consolidation of healthcare entities.

Apply statutes for intra-state and out-of-state healthcare entities that are seeking consolidation.

Navigating Mergers and Acquisitions in Today's New Landscape: And the Effects of Private Equity
2024-11-14 11:00 - 12:00
This course offers valuable insight into developing and implementing an M&A strategy, identifying the opportunity, completing the transaction, creating “One Firm” (Structure and Transition), and the aftermath of discovering the unknown. You will also learn the benefits and consequences of economies of scale, how to be flexible, open to change, and the ability to evolve as the world evolves. This course will explore how today’s landscape and technology are changing how we view mergers and acquisitions, the risks and rewards, and how to create an efficient and streamlined process to combine firms. You will learn about key trends that are shaping mergers and acquisitions in today’s landscape, what that means for both parties, and how to accomplish a successful combination of firms.

Learning Objectives:

The Strategy Must Begin With the End in Mind

Begin With the Firm’s Strengths and Weaknesses

Enhance the Strengths and Reduce the Weaknesses

Remain Flexible and Open

Financial due diligence

Business valuations and transaction structures

Analysis of potential risks and deal breakers related to the target business activity and the transaction

Evaluation of projected and/or potential synergies

Technology transition

Personnel equalization and integration

Consider Culture, Culture, Culture

Build an Advisor Group Around the Plan

How to evolve quickly and efficiently with the fast-changing landscape of today’s world

Delivery Method: Group Internet

Course Level: Basic

Field of Study: BMO

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

NASBA Approved. Sponsor # 103021.

Let’s Go IPO: Organizational Readiness & Pitfalls to Avoid Preparing to IPO
2024-11-14 13:00 - 14:00
Preparing for an IPO is a complex journey that demands time, resources and extensive planning. With a backlog of companies eyeing the public markets and many CFOs navigating this process for the first time, it’s crucial to assess your organization thoroughly, define a clear roadmap to address any outstanding needs and ensure readiness for the next steps.

Join our webinar to learn the key milestones and areas your organization needs to address—from accounting and reporting to governance and investor relations—to ensure a smooth transition to the public market.

Learning Objectives:

Determine if an IPO is the right path for your organization.

Identify key milestones for IPO preparation over a 12–18-month timeline.

Avoid common mistakes organizations make during IPO preparation.

Explain the impact of current market conditions and the importance of timing.

Explore real-life examples from organizations that have successfully navigated the IPO process.

Speakers

Dean Quiambao, Partner, Armanino Advisory LLC

Matthew Perreault, Partner, Armanino Advisory LLC

Mark Wuchte, Partner, Armanino Advisory LLC

Nick Gibbons, Partner, Armanino Advisory LLC

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

In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

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

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

Enhance Patient Access While Supporting Provider Wellbeing
2024-11-19 12:00 - 13:00
Join us for a conversation, Enhance Patient Access While Supporting Provider Wellbeing, in which we’ll explore the intricate relationship between patient access and provider wellbeing. This webcast will delve into successful strategies employed by health care leaders to align these seemingly conflicting goals.

Participants will learn effective engagement techniques for leadership and clinical providers to enhance patient access and gain valuable insights into the organizational costs of inadequate care access. Attendees will discover actionable solutions for a healthier, more balanced health care system.

Strategies to Strengthen Board Resilience Through DEI
2024-12-03 13:00 - 14:00
Recruiting and retaining engaged board members is a primary challenge for many mission-driven organizations. Using real-world stories and strategies, our panelists will share how their organizations have increased the resilience of their boards by focusing on diversity, equity, and inclusion (DEI) practices. Attendees will leave with practical ideas for building stronger boards that are better equipped to face the challenges of the future.

Join us for our webcast Strategies to Strengthen Board Resilience Through DEI, where we’ll discuss strategies to increase board resilience through DEI initiatives.

Mastering Payroll with ADP: From Fundamentals to Technology
2024-12-04 13:00 - 14:00
This webinar will guide you through the essential principles of payroll, from understanding its structure and categories to exploring the critical steps of calculating payroll. Whether you’re new to payroll or want to enhance your current knowledge, this session will break down the key components necessary for an efficient payroll process. With ADP’s cutting-edge technology, you’ll learn how to simplify payroll management while ensuring compliance and accuracy.

Learning Objectives:

Discuss the basic principles and categories of payroll.

Identify essential information for payroll calculation.

Explore how ADP technology supports efficient payroll processes.

Apply payroll fundamentals to real-world scenarios using ADP tools.

Register today!

Delivery Method: Group Internet

Course Level: Basic

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

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

Navigating Grant Awards: Essential Next Steps for Success
2024-12-11 13:00 - 14:00
Congratulations on receiving the grant—now the real journey begins! The true challenge lies in effectively managing the award while staying in compliance and achieving impactful results. Managing your grant properly by developing a project plan, establishing strong internal controls, and tracking outcomes is essential to your project’s success. Let’s dive into the exciting opportunities ahead.

Join our webcast for an engaging session on confidently managing your award and steering clear of common pitfalls. We’ll explore:

Common post-award pitfalls and strategies for avoidance

How to develop a project plan that includes risk management and key policies

Essentials for implementing an effective subrecipient monitoring plan

Award guidelines and compliance for grant monitoring

Maximizing ADP Tools: Common Payroll Errors and How to Avoid Them
2024-12-11 13:00 - 14:00
Every year is an opportunity for HR and business leaders to re-examine priorities and discover the challenges and trends they can expect in the new year. Many hope to understand the developments affecting their workdays and workforces so they can prepare, respond and adapt. How will HR and business continue to evolve? Has everything been accounted for? What comes next?

Join us for critical insights into the top HR trends and priorities for 2025.

ADP helps employers understand talent, compliance and technology issues surrounding workforce management. Tap into our expertise to ensure you’re prepared for what’s now and what’s next at work.

Join us today!

Mistakes in payroll can lead to compliance issues and financial penalties. In this webinar, you will learn about the most common payroll errors and how ADP’s advanced tools can help you avoid them. With a focus on error prevention, we’ll explore how technology simplifies the payroll process while improving accuracy. By the end of this session, you’ll have the knowledge to identify potential mistakes and use ADP solutions to manage payroll efficiently.

Learning Objectives:

Identify the most common payroll errors.

Learn how to prevent payroll mistakes using ADP technology.

Discover how ADP solutions enhance accuracy in payroll management.

Explore real-life examples of common payroll issues and their solutions.

Register today!

Delivery Method: Group Internet

Course Level: Basic

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

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

Strategic Payroll Management: Insights, Employee Relations, and Advanced ADP Solutions
2024-12-18 13:00 - 14:00
Efficient payroll management goes beyond simple calculations. This webinar will introduce you to advanced payroll strategies, including integrating payroll with employee management, benefits, and compensation. Discover how ADP’s comprehensive tools assist in managing employee relations, analyzing payroll data, and improving overall efficiency. Learn how to make strategic payroll decisions that impact both employee satisfaction and your company’s bottom line.

Learning Objectives:

Discuss the integration of payroll with employee management.

Explore strategies for managing benefits and compensation.

Discover ADP’s advanced solutions for payroll analysis and reporting.

Learn how strategic payroll management impacts employee relations.

Register today!

Delivery Method: Group Internet

Course Level: Basic

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

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

Connected Risk: Conquering the Perilous Risk Exposure Gap
2024-12-19 14:00 - 15:00
Description:

The IIA’s 2020 “Three Lines Model” was a substantial improvement over the “Three Lines of Defense.” However, the convergence of risk velocity and volatility in the 2020s has contributed to a perilous risk exposure gap for many organizations — fueled by a tsunami of new and emerging risks and stagnant to declining risk, audit, and compliance resources. This session will explore the risk exposure gap phenomenon and essential migration from a “three lines” approach for risk management to a “connected risk approach.” The session will examine the power of connected risk synergy, the attributes of connected risk thinkers, and the imperative to leverage technology as the connected risk enabler. Finally, the session will highlight the future of connected risk change agents in the era of AI.

Learning Objectives:

At the end of this session, attendees will be able to:

Identify key factors contributing to the risk exposure gap.

Discuss reasons to adopt a more aligned approach to risk management that encompasses all three lines.

Leverage technology to enable collaboration and strengthen risk management.

CPE Credit(s): 1

Field of Study: Business Management & Organization

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None formation.

Beyond Bill Pay: The Power of Payment Choice for Your SMB Clients
2025-01-14 15:00 - 16:00
This webinar is a rebroadcast and offers 1 complimentary CPE credit.

Payment options for your clients go way beyond credit card, check or ACH in modern day. With so many different ways to pay, you are uniquely positioned as their trusted advisor and outsourced accounting partner, to help clients understand the options available to them and optimize how they pay vendors. Financial operations tools like BILL give firms and their clients various ways to fund and disburse payments based on their cash flow, vendor requirements, and payment timelines.

This webinar will discuss how firms can bring the conversation around payment choice and optimization to their client advisory services (CAS) clients.

Learning objectives:

Understand the difference between funding a payment and disbursing a payment using a modern financial operations platform.

Identify the different types of funding methods and disbursement rails available to change the speed, associated cost, and impact to cash flow of a payment.

Distinguish best practices for using an integrated financial operations platform to achieve higher efficiency and client satisfaction through payment precision.

Speakers

Kim Blascoe, CPASr. DirectorCAS Professional ServicesCPA.comAlex HartzellSenior Account Executive,StrategicBILLRichard Corn, CPADirector of Product ManagementAccountant ChannelsBILL

Cost: Free CPE Credits: 1.0 hourField of Study: Business Management & organizationKnowledge Level: BasicInstructional Method: Group Internet Based Prerequisites: NoneAdvanced Preparation: NoneLocation: Online

The 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.

CPA.com, 1345 Avenue of the Americas, 27th Floor, New York, NY 10105

2025-Ready: The Future for Accounting Technology
2025-01-15 14:00 - 15:00
In this forward-looking session, we’ll explore the emerging technologies and innovations poised to reshape the accounting landscape in 2025 and beyond. From AI and advanced automation to the proliferation of industry-specific top level domains, discover how these advancements can streamline your workflows, improve firm branding, and drive growth. Hear from Randy Johnston, CEO of Network Management Group, and Chris Cromer, Director of Operations at CPA.com as they break down the practical applications of these tools, discuss key trends, and offer actionable strategies to help your firm stay competitive and client-focused. Don’t miss this opportunity to prepare your firm to thrive in the next era of accounting technology.

Cost: Free CPE Credits: 1.0 hourSubject Area: Business Management & OrganizationCourse Level: Basic Instructional Method Group Internet Based Prerequisites: None Advanced Preparation: None

Location: Online

*The 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.

Webinar replays are not CPE eligible.

CPA.com, 1345 Avenue of the Americas, 27th Floor, New York, NY 10105

Best-in-Class Construction CFO: Adding Value to the C-Suite
2025-01-16 12:00 - 13:00
Critically valuable information may lie in what has yet to happen and how leaders in the construction industry can help shape those outcomes. CFOs are uniquely positioned to understand the financial aspects of the organization, while best-in-class CFOs also anticipate where the organization needs to go and what steps to take to get there. Join us for an informative webinar and learn more about what it means to be a forward-looking CFO in the construction industry, specifically related to adding value to the C-suite.

Learning Objectives

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

Recognize what it means to add value to the C-suite.

Evaluate whether your organization exemplifies any of these best-in-class characteristics.

List common traits of those who have a forward-looking mindset.

CPE Information

1.00 CPE Credit (pending approval)

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

SaaS Accounting: Software Platforms & Insights
2025-01-22 13:00 - 14:00
The landscape of SaaS business operations and management is rapidly evolving, and accounting platforms play a crucial role in this transformation. These systems and tools are not just about bookkeeping; they are integral to strategic decision making and provide a cornerstone for sustainable growth.

Learning Objectives

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

Recognize financial considerations for SaaS businesses.

Evaluate modern accounting platforms for SaaS operations based on scalability, integration, and specific features.

Apply key SaaS metrics and KPIs for financial decision making.

CPE Information

1.00 CPE Credit (pending approval)

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

Understanding Legal, Tax, and Valuation Considerations for MSO-PC Structures
2025-01-29 12:00 - 13:00
Managed Service Organization—Professional Corporation (“MSO-PC”) models are common in healthcare, particularly in states with laws prohibiting the corporate practice of medicine (“CPOM”). The popularity of such models has grown with the increased financial investment in healthcare enterprises. Founders and providers often face confusion regarding legal and regulatory requirements, tax implications, and determining the fair market value (“FMV”) of the various services within the MSO-PC structure.

Staying Ahead in 2025: Essential Insights for Navigating State and Local Tax Changes
2025-01-29 15:00 - 16:00
New sales tax regulations and compliance challenges are emerging for 2025—adding complexity to the advisory and support services that firms provide. As trusted advisors, accounting firms play an essential role in helping your clients prepare to comply with the regulations and also bringing awareness to the power of the advanced tax technologies that enhance compliance and minimize audit risk.

In this webinar, tax practitioners and technologists will dive into the latest developments in sales and use tax legislation and highlight how litigation is shaping the way businesses operate. You’ll learn how accounting firms are using automation and tax analytics to simplify compliance, streamline processes, and provide invaluable business insights that benefit their clients.

Learning objectives:

Recall how tax analytics and advisory services are providing deeper business insights for clients.

Recognize post-election emerging regulatory changes expected to impact businesses in 2025.

Identify trends in audit and enforcement to help reduce clients’ risks.

Distinguish the variety of ways automation and tax technology are enabling more strategic sales and use tax strategies.

From Challenge to Change: Using Change Management to Power Transformation
2025-02-12 13:00 - 14:00
Event Overview

Is your organization preparing for a transformation or technology implementation? Employee adoption and utilization are critical to its success. In fact, 25% of tech projects fail, and 50% require significant reworking (Prosci). Additionally, employee support for planned changes has dropped from 74% in 2016 to just 43% in 2022, indicating an increase in employee change fatigue, underscoring the need for an effective change management strategy.

Join Beverly Zoeller as she shares key strategies to drive success and how UHY’s change management approach has driven stakeholder adoption by supporting clients in implementing new systems and processes, unifying teams, and optimizing organizational structures.

In this webinar, you’ll discover:

Key fundamentals and objectives of change management and why they are critical in today’s business environment

Change strategies that drive success for transformation and technology initiatives

A structured, four-phase change management strategy and rollout timeline

Lessons learned from a two-year ERP consolidation at a global restaurant company

How change management and project management can ensure a seamless go-live with minimal disruption

Recommended CPE Credit: 1Recommended Field of Study: Business Management & OrganizationPrerequisites: NoneProgram Knowledge Level: BasicAdvanced Preparation: None

Participants can cancel without penalty, as no fee is charged for the course. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 586-300-4401.

2024 CAS Benchmark Survey: Insights and Actions to Guide Your Firm
2025-02-27 14:00 - 15:00
For well over a decade, CPA.com has helped firms embrace the potential of client advisory services (CAS) to deliver more value for clients through expanded offerings. With the help of the CPA.com and AICPA PCPS CAS benchmark survey report, firms can better understand how their practices are performing against peer firms and consider new metrics to benchmark their own success. The CAS Benchmark Survey report also shares best practices and areas of focus that firms should consider as they seek to expand their capabilities and shift toward higher-level advisory services.

Join us as we share results and break down key insights from the newly released 2024 CAS Benchmark Survey report. Consider what these mean for your firm and how you can leverage the data to inform your own CAS practice strategy. Additionally, hear from participating firms about their journey to success in CAS, and how they utilize benchmark survey data to guide them.

Learning objectives:

Consider actionable steps to leverage benchmark data in building or refining a CAS practice strategy.

Identify key findings and trends from the 2024 CPA.com/AICPA PCPS CAS Benchmark Survey report that impact the evolution of client advisory services (CAS).

Evaluate how a firm’s CAS practice performance compares to peer firms using specific metrics and benchmarks from the survey.

Disruptors See the World Differently
2025-03-19 13:00 - 14:00
Disruptors See the World Differently

Join us for an insightful webinar that delves into the findings of our annual 2025 Global Board Governance Survey. This session will explore how disruptive organizations are better prepared to embrace inevitable change in a dynamic and evolving business landscape. In this joint survey conducted by Protiviti, BoardProspects, and Broadridge we reveal critical insights into how different organizations perceive and respond to disruption, with a particular focus on technology modernization, talent, and culture.

Learning Objectives:

Disruptor vs. Disrupted: Show  where your organization is positioned on the continuum of disruptive leaders and those at risk of being disrupted.

The Power of Perspective: Examine how disruptors see the world differently and why they are better positioned to embrace change.

The Two Questions You Must Answer: Explain how these two questions could offer your organization a litmus test regarding its propensity to disrupt.

Breaking Down Barriers—The Attributes of an Innovative Culture: Discover insights into the perceived barriers to, and the keys to, becoming a disruptor or responding agilely to market events.

Don’t miss this opportunity to gain valuable insights from the 2025 Global Board Governance Survey and learn how your organization can better prepare for and embrace disruptive change. Register today and stay ahead of the curve!

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.

Cracking the CAS Growth Code: How to Market, Message and Scale Your Practice
2025-03-20 14:00 - 15:00
Client advisory services (CAS) continues an upward trend, with a reported median growth rate of 17% and a projected 99% median growth for the upcoming three years. Despite the impressive growth and trajectory, firms are still challenged by client understanding of the practice area and breaking through with a consistent message in the marketplace.

To build a scalable CAS practice, you must understand the foundational services and how to successfully market them. In this webinar, Kim Blascoe from CPA.com and Holly Shier, Chief Marketing Officer at Rehmann will discuss what it takes to dial in your marketing and education strategies to approach new clients, existing clients and internal stakeholders. They’ll delve into the significance of building a coalition of CAS advocates within your firm, how to identify an ideal prospect and the importance of creating a solid value proposition for your foundational CAS offerings.

Learning Objectives

Identify targeted approaches to engage internal stakeholders, existing clients, and potential new clients by creating compelling value propositions, communicating effectively, and leveraging strategic marketing tactics tailored to each audience segment.

Distinguish the significance of client advisory services (CAS) within accounting firms and understand the value proposition for both you and your clients.

Identify the key challenges encountered in marketing CAS, including foundational services, and formulate strategies to overcome these obstacles.

Recognize the unique storytelling required for establishing a scalable CAS practice

Nonprofit Resilience: A Roadmap for Nonprofit Success in Uncertain Times
2025-04-01 13:00 - 14:45
Attend this webinar to:

Discover where to find the expert advice and support you need to navigate and thrive

Evaluate an up-to-date analysis of political and economic impacts on nonprofit funding

Create practical financial management techniques for turbulent times, with a focus on cash flow

Define strategies for organizational resilience and mission sustainability

Form an understanding of the M&A landscape: evaluating consolidation as a strategic option

Strategic treasury: Redefining treasury’s focus via operating model
2025-04-02 12:00 - 13:00
Increasingly, organizations are looking for their treasury teams to serve as strategic partners for the broader finance organization. Managed services offer organizations the ability to transition treasury’s focus away from the minutiae of daily operations and drive value within the finance organization. We’ll discuss:

Strategies to transition to a managed service model

Scenarios that can encourage treasury organizations to consider managed services

Different operating models and how they can help treasury teams define their goals

Business Management and Organization
