Nonprofit Resilience: A Roadmap for Nonprofit Success in Uncertain Times
2025-04-01 13:00 - 14:45 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
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

Risk Management for Mission-Driven Boards
2025-04-02 13:00 - 14:00
As organizations face increasing complexities, effective risk management is essential for safeguarding assets, promoting compliance, and achieving strategic objectives.

Join us for our webcast, Risk Management for Mission-Driven Boards. You’ll learn how to identify, assess, and mitigate risks while fostering accountability and transparency. This webcast aims to support organizations to proactively manage risks and enhance organizational resilience.

Operational & Cost Management Strategies for Infusion & Medication
2025-04-03 11:00 - 12:00
Assessing cancer center operations and managing high-cost medications are key areas of focus we’ve seen from our clients. Join us for an informative webinar to learn how to identify denial trends and implement tactics to help prevent and manage common issues causing revenue loss. In addition, we’ll cover methods to analyze medication and infusion costs and strategies to help reduce spending. Lastly, we’ll arm you with strategies to boost revenue capture and compliance through Charge Description Master (CDM) enhancement, pricing plans, and other revenue integrity approaches specific to medications and infusions. Don’t miss this opportunity to elevate your understanding and capabilities in these vital aspects of healthcare performance management.

Learning Objectives

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

Describe denial trends and tactics to prevent and manage common issues causing denials and revenue loss related to infusion and medication.

Outline how to analyze medication and infusion costs and tactics to help reduce spending.

Identify ways to boost revenue capture and compliance through CDM enhancement, pricing strategy, and other revenue integrity strategies specific to medications and infusions.

Recognize how denials management and monitoring systems can help healthcare organizations understand and implement strategies that target the root causes of preventable denials.

Denials Management Monitoring

Preventable claim denials can cost your organization 3% or more of its annual net revenue, impacting your ability to provide the highest quality care. Our Denials Management tool can help you reduce claim denial write-offs, help decrease claim denial rates, and assist you in the creation of your denials prevention strategy. Learn more here.

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.

Innovative workforce strategies: Transforming organizational success
2025-04-03 12:00 - 13:00
Workforce challenges continue to be a significant concern for not-for-profit leaders in 2025. From recruitment and retention to managing limited resources and requiring specialized expertise, these issues are top of mind for leaders, board members and strategists.

Join our engaging panel discussion where not-for-profit leaders will share their firsthand experiences on how innovative workforce solutions have propelled their organizations forward. Discover how they have effectively leveraged outsourced accounting, fractional employees, and C-level personnel to drive positive change and achieve their goals.

Guided by a Baker Tilly specialist, this session will offer valuable insights and practical advice for your organization. Learn about the lessons they have learned, the challenges they faced, and the remarkable results they achieved through these creative workforce strategies.

Don’t miss this annual CPE session focused on helping your organization drive its mission forward.

Learning objectives:

Gain insights from not-for-profit leaders on how to effectively leverage outsourced accounting and fractional employees to enhance organizational efficiency and effectiveness.

Understand real-world examples of how personnel can significantly impact the success and growth of an organization.

Acquire practical advice and lessons learned that can be applied within your own organization to drive improvement and achieve strategic goals.

Meet your panelists and moderator:

Shelby Netz, CPA | Principal, Baker Tilly

Jamey Santo | Executive Pastor, Life Mission Church

Kathryn Kanjo, | Director and CEO, The David C. Copley, Museum of Contemporary Art San Diego

David Channer | President and CEO, A Better Way, Inc.

Who should attend:

Executive leadership and accounting and finance professionals, including CEOs, CFOs, COOs, controllers, audit and finance committee members and board members from any type of not-for-profit organization, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations and others mission-based entities.

Information about CPE eligibility:

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.

Level: Basic Number of credits: One (1) hour total credit Field of study: Business Management & Organization – Non-technical

Professional Services: Harness AI and Automation
2025-04-09 13:00 - 14:00
In today’s rapidly evolving business landscape, professional service firms must leverage automation and AI to remain competitive and efficient.

Join us for our webcast, Professional Services: Harness AI and Automation. We’ll discuss the critical importance of embracing AI and provide practical tips for getting started without significant investment.

Discover how to assess when it’s time to seek out AI capabilities from vendors or consider partnership models for secure generative AI environments. Walk away feeling equipped to speak with your teams about how you can start using generative AI responsibly.

Key topics include:

When and how outsourcing certain finance and accounting functions can complement internal efficiencies

How to integrate automation and AI tools in a secure and effective way

The importance of developing teams fluent in emerging digital solutions

Key factors to consider when selecting automation and process improvement providers

Strategies for identifying automation opportunities that drive measurable business impact

E-invoicing. E-reporting. E-volving.
2025-04-17 13:00 - 14:00
There has been an increase in the number of countries that have introduced e-invoicing/e-reporting obligations or have announced their intention to do so by 2030. This is creating a significant amount of work for taxpayers to comply with local country requirements; including new technologies addressing the near-time (or real-time) related data filing obligations. We’ll discuss:

How to build your business’s vision, strategy, and roadmap

The latest regulatory updates and what the e-invoicing/e-reporting roadmap looks like over the next five years

Some of the latest technology enablers that are critical as you plan for the requirements

Building Your Payroll Business
2025-04-22 14:00 - 15:00
Join Marcus Dillon, Amy McCarty and Chrissy Feinberg as they share the keys to creating a successful payroll business from the ground up. Whether you’re just getting started or fine-tuning your existing practices, this session is designed to equip you with the foundational elements necessary for growth.

You’ll learn how to:

Select payroll software that not only boosts efficiency but also strengthens your advisory services.

Streamline your processes, making it easier than ever to attract and retain clients.

Discuss different pricing strategies and how to make payroll a profitable part of your bottom line year over year.

Delivery Method: Group InternetCourse Level: BasicField of Study: Business Management & OrganizationPrerequisites: None

This course is approved for 1 CPE Credit.Note: CPE credit is offered for live events only (on-demand viewing is not eligible).

Approachable CAS: Tech-Enabled Spend Management Advisory
2025-04-23 14:00 - 15:00
Join us for 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. You’ll discover proven strategies to control budgets in real-time, automate data capture, mitigate risk, and offer clients greater financial visibility. Whether you currently provide transactional accounting or already deliver higher-level advisory, this session will equip you with insights to strengthen your CAS practice through modern spend management solutions.

Learning objectives:

Distinguish how spend management advisory can expand your CAS offerings from transactional to more strategic, higher-value services.

Identify the core differences between traditional expense management and proactive spend management.

Recognize key technology tools that streamline and enhance real-time budget monitoring for CAS practices.

Recall critical metrics and indicators that demonstrate spend management’s impact on business performance.

Select effective spend management processes and policies that align with diverse client needs.

Disruptors See the World Differently: A Deeper Dive
2025-04-29 12:30 - 13:30
Disruptors See the World Differently: A Deeper Dive

Join us for the second installment of our 2025 Global Board Governance Survey webinar series, Disruptors See the World Differently: A Deeper Dive. Gain invaluable insights from the C-suite and board perspectives as we continue the conversation initiated during our March event to discuss unanswered questions regarding the attributes of disruptive leaders, integration of disruption considerations into strategy setting, fair and safe AI deployment, and other topics. Discover how disruptors are uniquely equipped to navigate challenges and capitalize on opportunities in rapidly changing markets.

Learning Objectives:

Understand the disruptor mindset: Summarize how forward-thinking organizations perceive change as an opportunity rather than a threat, and the impact of this mindset on governance and decision-making.

Identify strategic approaches to innovation: Identify and evaluate the strategies that successful organizations use to foster innovation and resilience within their operations.

Analyze case studies of disruption: Examine real-world examples of organizations that have successfully implemented disruptive practices, gaining insights into best practices and lessons learned that can be applied in various contexts.

This engaging session is designed not only to provide insights but also to offer actionable strategies for navigating the complexities of today’s business world. Engage with experts and peers as we explore deeper into the findings of our global survey released last month. This webinar offers CPE credits for eligible participants.

Register now to secure your spot!

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.

Maximize project success with NetSuite solutions for professional services
2025-04-29 14:00 - 15:00
Event overview

Join RSM professionals for an exclusive webinar on how NetSuite’s integrated project management solutions can streamline operations, enhance efficiency and improve client satisfaction. Learn how to track every phase of a project while seamlessly integrating finance and human resources for a holistic approach to project success.

Why attend?

Live demonstration: Watch NetSuite in action and learn practical implementation strategies

Powerful project management tools: Explore NetSuite’s key features for seamless project tracking

Finance and HR integration: Discover how connected systems improve workflow efficiency

Real-world success stories: See how firms like yours leverage NetSuite for better results

Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
2025-05-06 12:00 - 13:00
Every technology implementation faces hidden risks — and too often, state and local tax (SALT) is an afterthought. Left out until it’s too late, SALT issues can quickly snowball into compliance gaps, costly project delays, client frustration, and rework that eats away at margins.

In this CPE-eligible webinar, industry leaders from Wipfli, Vertex, and CPA.com will unpack the most common mistakes firms make by excluding tax from the early stages of financial system implementations. You’ll walk away with practical, real-world insights on how to identify red flags, avoid project pitfalls, and drive better outcomes for clients by embedding tax automation and expertise into the process from day one.

Whether you’re a SALT specialist, technology consultant, or advisory leader, this session will help you reduce risk, boost collaboration, and deliver smarter, more scalable solutions.

Key Takeaways:

Understand the roles of SALT and tech teams in delivering client-ready automation

Recognize common tax oversights that derail ERP and finance tech projects

Identify how and when to bring tax into the implementation process

Recall real examples of firms that turned tax integration into a strategic advantage

Tax Season Reflections: Tips for a Smoother, More Efficient Season
2025-05-13 14:00 - 15:00
We understand the tremendous pressure and challenges accountants face during tax season—managing heavier workloads, complying with ever-evolving regulations and keeping clients happy. This session is here to support you, addressing the key issues faced this tax season and offering strategies for improvement.

Join Dawn Brolin, CPA, CFE, to learn ways to refine your workflow, embrace modern technology and improve your client experience. Our goal is to provide actionable solutions that streamline your processes, leading to a more calm and successful tax season in the future.

You’ll learn how to:

Recognize the key challenges faced this tax season and understand the factors that contributed to them.

Develop and implement strategies to boost efficiency by making the most of technology and automation.

Create an exceptional client experience to increase satisfaction and build long-lasting relationships.

Delivery Method: Group InternetCourse Level: BasicField of Study: Business Management & OrganizationPrerequisites: None

This course is approved for 1 CPE Credit.

Role of global business services (GBS) in today’s business environment
2025-05-15 11:00 - 12:00
In today’s dynamic business environment, the world’s largest companies are continuously evolving their service delivery models to leverage global and multifunctional approaches. Global business services (GBS) organizations are taking the driver’s seat in strategically prioritizing generative artificial intelligence and digital initiatives to drive process efficiency, cost reduction, and enhanced GBS customer service experience. What are the key trends that we are seeing? We’ll discuss:

Adoption of global process owners

Prioritization of next-gen capabilities

Evolution of GBS from an efficient back office to a key business partner

Emerging new destinations for GBS locations

Fundraising and Development Strategies for Boards
2025-05-15 13:00 - 14:00
Engaging board members in development and fundraising is vital for the success of mission-driven organizations.

Join us for our webcast, Fundraising and Development Strategies for Boards. Panelists will share insights and strategies for fostering board engagement, emphasizing the importance of ongoing support and training.

Attendees will leave with practical tools and actionable advice to enhance board participation in fundraising efforts, equipping their organizations to tackle future challenges effectively.

Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey
2025-05-15 15:00 - 16:00
74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In this forward-thinking webinar, industry leaders will share how firms are embracing digital transformation to expand service offerings, boost revenue, and strengthen client relationships.

Featuring Kim Blascoe, senior director, CAS Professional Services at CPA.com; Ariege Misherghi, SVP & GM of Accounts Payable, Accounts Receivable and Accountant Channel at BILL; and Becky Munson, partner and CAS practice leader at EisnerAmper, this session unpacks key findings from the latest research by BILL, and CPA.com. You’ll hear firsthand how these experts are navigating growth and change, and what steps your firm can take to stay competitive and future-ready.

Learning objectives:

Identify the top technology trends driving growth in accounting firms over the next year.

Recognize the most critical areas where technology enhances client acquisition and retention.

Distinguish key strategies firms are using to overcome technology adoption challenges and inefficiencies.

Recall the emerging client advisory services (CAS) poised for growth and technology integration.

Estimate the impact of strategic technology implementation on revenue growth and employee productivity.

Speakers

Ariege MisherghiSVP & GMAccounts Payable, Accounts Receivable, Accountant ChannelBILLBecky MunsonPartner, CAS Practice LeaderEisnerAmperKim Blascoe, CPASr. DirectorCAS Professional ServicesCPA.com

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

Back to the Basics: Sustainability Driving Operational Excellence and Resilience for Your Business
2025-05-21 13:00 - 14:00
In this webinar, we will explore the critical aspects of climate-related risks and how they impact businesses across various industries. Attendees will learn about the importance of integrating sustainability into their business strategies, understand regulatory requirements, and discover innovative solutions for mitigating climate risks and seizing opportunities. Key topics include identifying and managing climate-related risks, aligning sustainability with business goals, collaborating and developing meaningful relationships across your value chain, and leveraging modern technology for a sustainable future. Join us to gain valuable insights and practical strategies from industry experts to help your business thrive in a world where the climate has already changed. The time is now to adapt to the continuous and evolving change of our climate.

Learning Objectives:

Develop a comprehensive understanding of climate-related risks and their impact on businesses

Identify practical strategies for integrating sustainability into your business model

Examine how to develop meaningful relationships across your value chain

State recent regulatory changes and reporting requirements

Discover innovative solutions and technologies to enhance sustainability efforts

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.

2025 not-for-profit governance and fiscal workshop
2025-06-04 12:00 - 15:00, 2025-06-05 12:00 - 15:00
Baker Tilly is back with our annual virtual governance and fiscal workshop. Over the course of two days, gain invaluable insights from Baker Tilly’s not-for-profit specialists and a distinguished guest speaker panel. This forum will cover essential governance and technical matters crucial for NFP organizations and their leaders. Given the significant impacts and changes that have occurred in 2025, this is a must-attend event for anyone involved in the not-for-profit sector. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives! Six continuing professional education (CPE) credits will also be provided.

The sessions will explore a range of topics, including:

Leadership transitions, funding trends and scenario planning for long-term shifts in today’s environment

Governance strategies, essential metrics and integrating sustainability practices

Fraud basics, risk roles and fraud detection and prevention

Addressing responsible artificial intelligence use, governance elements and implementation challenges

Updates on accounting, auditing and regulatory standards for not-for-profits

Key 2025 disruptors, tax policy impacts and strategies for tax-exempt organizations

Learning objectives:

Explore key trends affecting various NFP sectors, learn strategies to address underlying structural weaknesses and engage in scenario planning to prepare for long-term shifts in funding flows and the regulatory environment

Refresh on the basics of fraud and common risk factors in the not-for-profit industry

Discuss key strategies equipping board members and management with the necessary skills and knowledge to drive sustainability

Navigate the essential elements of AI governance for not-for-profits

Review key accounting, auditing and regulatory updates affecting not-for-profit organizations

Analyze what is occurring in Washington DC and potential future landscape of exempt organizations

Tax matters for disaster losses
2025-06-17 13:00 - 14:00
There are three levels for deducting losses from federally declared disasters, we will discuss how to identify each case and evaluate what each taxpayer is eligible for. Specific federal tax benefits available for federally declared disasters, may include adding the casualty loss to the standard deduction or choosing to claim the casualty loss in the prior tax year. We will also review the provisions of the new bill H.R. 5863, signed into law on December 12, 2024, which extends the rules for the treatment of certain disaster-related personal casualty losses and provides tax relief for losses due to a federally declared disaster as a result of any forest or range wildfire. It also details exclusion from income payments related to these disasters and extends the statute for claiming refunds related to disasters specified in the bill to one year from date of enactment.

You will learn how to:

Identify which disasters qualify for relief under the new federal disaster loss bill and the expanded statute of limitations for some refunds.

Understand the specific tax relief benefits available under the bill and under other federal disaster regulations.

Determine the best timing and method to file for claiming a federal disaster loss deduction for each client.

Understand the three levels of tax benefits available for different federal disaster losses.

Identify the level of each federally declared disaster and how to confirm it.

Delivery Method: Group InternetCourse Level: BasicField of Study: Business Management & OrganizationPrerequisites: None

This course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).

Essential Techniques for Grant Writing Success
2025-06-25 12:00 - 13:00
Join Forvis Mazars for an in-depth overview of the current grant landscape and practical strategies for developing an annual grants strategy. In this CPE-eligible presentation, learn about advanced techniques for identifying suitable grants and crafting compelling proposals. We’ll also share insights on best practices for articulating project goals, aligning with funder priorities, and effectively communicating impact within grant applications.

Learning Objectives

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

Describe the current grant landscape.

Outline and plan a grant portfolio and annual grants strategy.

Explain the process of finding and applying for grants.

Discuss grant writing tips.

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.

Steps to Prepare for the New Quality Management Standard SQMS
2025-06-25 13:00 - 14:00
SQMS 1 comes into effect on December 15th 2025, impacting audit and assurance practices. Firms will need to prepare for the impact of moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.

Now is the time for firms to take action and start their implementation.  By defining and ensuring quality objectives are met within your audit and assurance practices, firms can immediately benefit from the improved quality that SQMS 1 will bring.

Join 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.

This 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.

Learning objectives:

Identify the key activity components in audit and assurance practices and what they mean for your implementation plan

Outline recommended planning actions to undertake to achieve success

Recognize a step-by-step approach to completing your risk assessment

Recall real-world insights and experience of implementation challenges all firms will face

Who 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.

Collaborate seamlessly: How NetSuite enhances remote team productivity
2025-06-26 13:00 - 14:00
Event overview

Join RSM professionals for a practical webinar on how NetSuite’s cloud platform helps professional services teams collaborate from anywhere. Discover how real-time data, integrated tools and centralized workflows can keep your remote or hybrid teams productive, aligned and responsive.

What to expect:

Discover key collaboration features in NetSuite

See how real-time data and workflow integration can improve your productivity

Learn about remote work best practices from the field

Includes a live Q&A session with NetSuite specialists. Whether you’re exploring NetSuite or optimizing your setup, this session will deliver actionable insights.

2025 MarginPLUS study: Resilience and innovation
2025-06-26 13:00 - 14:00
In this era of economic uncertainty, companies are shifting their focus from growth to resilience. The 2025 MarginPLUS global cost reduction and business transformation study shows it. Leaders see reducing costs as the key to margin improvement today. They’re doing it by accelerating technology investment, targeting cost reduction efforts, and being bold enough to learn lessons from their successes and failures. We’ll discuss:

Factors driving today’s companies toward cost reduction and business transformation

Overall business outlook and growth expectations

Specific actions companies are taking to manage their business transformation

Outrank the Competition: Marketing Strategies That Win in 2025
2025-07-09 14:00 - 15:00
Today’s most successful accounting firms aren’t just showing up online – they’re leading the pack. In this free CPE webinar, we’ll explore the digital strategies forward-thinking firms are using to stand out from the competition. From modern, high-converting websites to smart branding and search engine optimization, you’ll learn what’s working for your peers, and how to apply these insights to elevate your own firm’s online presence.

Learning objectives:

Select high-impact marketing strategies to boost visibility and drive client acquisition.

Recognize best practices from top firms for high-performing websites that convert.

Identify how to build a credible, trustworthy brand that sets your firm apart.

Distinguish key factors that influence your firm’s visibility on Google and tactics to improve your ranking.

Navigating global uncertainty: How ERM can mitigate geopolitical and supply chain risks
2025-07-16 14:00 - 15:00
Description:

In today’s complex global environment, organizations face numerous new challenges. Join us for a discussion on the evolving risk landscape and how organizations can leverage Enterprise Risk Management (ERM) to effectively navigate geopolitical tensions, tariff risks, and supply chain disruptions.

In this webinar, we’ll explore how to connect with risk owners across risk domains; partner with finance, supply chain, and other teams; and get to the drivers behind risks in your organization to properly address and mitigate risk across the supply chain.

Learning Objectives:

Identify key geopolitical, tariffs, and supply chain risks impacting organizations in today’s global environment.

Assess methods for uncovering root causes of risk and aligning mitigation and remediation strategies across the supply chain.

Demonstrate strategies for engaging risk owners across multiple domains, including finance, operations, and procurement.

CPE Credit(s): 1

Field of Study: Management Services

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

AuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit, risk, and compliance, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!

Raising the Bar: Benchmarking Best Practices in Modern Manufacturing
2025-07-17 15:00 - 16:00
In today’s fast-paced manufacturing landscape, staying competitive means continually improving performance, efficiency, and quality. But how can industry leaders implement processes to regularly achieve and measure progress? Join us for an insightful webinar, where we’ll explore benchmarking as a strategic tool for driving operational and financial excellence in modern manufacturing. Learn how top-performing companies use benchmarking to identify performance gaps, adopt best practices, and foster a culture of continuous improvement.

Learning Objectives

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

Describe various benchmarking services you can use to enhance your manufacturing/finance/supply chain operations.

Recognize how manufacturing organizations can leverage benchmarking to enhance operational performance and competitiveness.

Identify prerequisites and challenges in benchmarking efforts and discuss how to overcome them.

Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
2025-07-23 15:00 - 16:00
Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous legal entities and investments, family office practices have high stakes to have their processes, technology, and integrations in tip-top shape in order to realize the unique opportunity to become—and remain—a trusted advisor.

In this webinar, Kim Blascoe, senior director of CAS professional services at CPA.com, will be joined by a family office practice leader to unpack how firms can continuously improve their internal operations, such as their workflows and automations, to make certain that they have the proper stature to provide data-driven insights to their clients.

Learning objectives:

Distinguish between core technologies to implement in your practice vs. niche technology

Recognize how modern firms are leveraging technology and best-practices to provide value to their high-net-worth clients through their family office practice

Identify ways to structure data, create seamless automations, and document workflows to optimize your operations

Indicate which improvements your family office practice can make to have an immediate impact and boost client value

Outsourcing – Why Would I Ever Do That?
2025-07-24 14:00 - 15:00
Attend a complimentary panel discussion focused on the benefits of adopting an outsourced model. Gain perspectives from CLA professionals and their clients.

At the end of this session, you’ll be able to:

Identify the advantages of outsourcing some or all your accounting tasks

Recall the technical knowledge you learned from nonprofit industry trained professionals

Recall how to enhance efficiency in accounting and finance

Identify how outsourcing transforms finance teams and enhances internal controls

Recognize strategies to help reduce costs

Who should attend

This session is designed for CFOs, finance directors, controllers, nonprofit executives, and accounting managers exploring outsourced finance services.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE: 1 credit, Business Management and OrganizationPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

ESG Reporting & Assurance Standards Webinar
2025-07-30 14:00 - 15:00
Event Overview

This webinar is intended as an update to ESG regulations both on the Federal and State level both in the United States, and European Union inclusive of CSRD and CBAM requirements that are now impacting US-based manufacturers.

This webinar will highlight how you can prepare and maintain a comprehensive ESG strategy in response to evolving global reporting and assurance standards:

Global sustainability reporting standards update.

Update on global sustainability assurance standards.

Understand how organizations can prepare for these evolving requirements.

Recommended CPE Credit: 1

Recommended Field of Study: Business Management & Organization

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

*To receive CPE credit attendees must attend the session via a computer or mobile device, dial in attendees will not qualify. All three (3) attendance verification polling questions must be answered, the survey at the close of the session must be completed, and your time in the session must be a minimum of 50 minutes in order to receive 1.0 CPE credits.
