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DTSTART;TZID=America/New_York:20260722T130000
DTEND;TZID=America/New_York:20260722T140000
DTSTAMP:20260704T163719Z
CREATED:20260613T154418Z
LAST-MODIFIED:20260704T163719Z
UID:10011272-1784725200-1784728800@www.freelivecpe.com
SUMMARY:The Risk of 'Good Enough': How Manual Debt Management Invites Audit Red Flags
DESCRIPTION:Learning Objectives\n\n\n\n\nIdentify the hidden risks of Excel-based debt management: Understand how manual amortization tables\, key-person dependency\, and fragile spreadsheets create vulnerabilities\, errors\, and compliance blind spots compared to autonomous software.\n\n\n\nAutomate continuous covenant compliance: Discover how replacing sporadic manual tracking with 24/7 continuous testing and custom alerts can help you confidently monitor critical metrics like leverage ratios and avoid career-defining covenant breaches.\n\n\n\nStreamline operational maintenance for complex debt: Explore how a dedicated platform automatically handles the heavy lifting of variable interest rate changes\, journal entries\, and the GAAP Effective Interest Method without the need for extensive tie-back files.
URL:https://www.freelivecpe.com/event/the-risk-of-good-enough-how-manual-debt-management-invites-audit-red-flags/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T140000
DTEND;TZID=America/New_York:20260721T150000
DTSTAMP:20260704T171222Z
CREATED:20260704T171215Z
LAST-MODIFIED:20260704T171222Z
UID:10011352-1784642400-1784646000@www.freelivecpe.com
SUMMARY:Evaluating Agentic Finance Platforms: A Controller's Guide to AI
DESCRIPTION:AI is quickly reshaping the finance function\, but controllers need more than emerging technology trends—they need practical guidance on how to evaluate AI solutions\, manage risk\, and identify opportunities that deliver measurable impact. As agentic finance platforms evolve\, this session will provide a controller-focused framework for understanding where AI can improve financial operations\, from automating routine processes to enhancing visibility\, accuracy\, and decision-making. \n\n\n\nJoin Philip Peck\, VP Finance Practice @Peloton Consulting\, and Gregg D’Eon\, VP Controller @ LTK to learn:-Key capabilities for assessing agentic finance solutions-How AI agents can support and optimize accounts receivable\, accounts payable\, and finance workflows-Governance\, controls\, security\, and data considerations for responsible AI adoption-How to measure ROI and build a business case for AI investments-Strategies for moving beyond AI experimentation and creating a scalable \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/evaluating-agentic-finance-platforms-a-controllers-guide-to-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T140000
DTEND;TZID=America/New_York:20260715T150000
DTSTAMP:20260620T233720Z
CREATED:20260620T233713Z
LAST-MODIFIED:20260620T233720Z
UID:10011299-1784124000-1784127600@www.freelivecpe.com
SUMMARY:The 4-Step Blueprint for Reducing Payment Fraud Risk
DESCRIPTION:Payment fraud is escalating and controllers are increasingly on the front lines. Fraudsters are exploiting weak vendor controls\, outdated payment workflows\, disconnected systems\, and manual processes to redirect payments\, manipulate supplier data\, and bypass traditional safeguards. At the same time\, new fraud monitoring expectations\, rising compliance pressure\, and increasingly sophisticated social engineering schemes are forcing controllers to rethink how they protect their organizations. The reality? Many finance departments are still relying on processes that were never designed to stop modern fraud. During this webinar\, our speakers will reveal a practical four-step framework controllers can use to reduce payment fraud exposure across the disbursement lifecycle. \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/the-4-step-blueprint-for-reducing-payment-fraud-risk/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T130000
DTEND;TZID=America/New_York:20260715T140000
DTSTAMP:20260613T152556Z
CREATED:20260613T152550Z
LAST-MODIFIED:20260613T152556Z
UID:10011270-1784120400-1784124000@www.freelivecpe.com
SUMMARY:Senior Living AP Automation: Your Path to the 5‑Day Close
DESCRIPTION:As senior living organizations grow\, AP processes often become fragmented\, and manual invoice intake slows accuracy\, posting\, and close cycles. Finance teams spend valuable time tracking errors and chasing documents\, making it difficult to produce timely financials and reducing visibility into operational performance. This webinar shows how AP automation streamlines invoice intake\, improves data quality\, and speeds up close cycles across multiple entities. Learn how Ottimate enhances Sage Intacct to support faster posting\, cleaner financial data\, and a consistent five‑day close that strengthens financial visibility and control. By the end of this session\, participants will be able to: Identify the AP bottlenecks that slow close cycles in senior living organizations. Analyze how automated invoice intake and standardized workflows improve accuracy and speed. Explain how Ottimate + Sage Intacct support a faster\, repeatable close process.   \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/senior-living-ap-automation-your-path-to-the-5-day-close/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260709T140000
DTEND;TZID=America/New_York:20260709T150000
DTSTAMP:20260606T123011Z
CREATED:20260606T123005Z
LAST-MODIFIED:20260606T123011Z
UID:10011259-1783605600-1783609200@www.freelivecpe.com
SUMMARY:Donor‑Advised Funds: What Data Reveals — and What Charities Need to Know
DESCRIPTION:Donor‑Advised Funds (DAFs) saw a sharp and much‑anticipated surge in late 2025\, driven in part by tax law changes under HR1. While much of the conversation focuses on dollars flowing into DAFs\, fewer insights exist on what happens next — where those funds ultimately land and what that means for nonprofits. \n\n\n\nDrawing on research compiled by Chariot\, a fintech company focused on DAF payments\, and K2D Strategies\, this session examines real‑world giving patterns and behaviors tied to DAF distributions. \n\n\n\nAttendees will gain practical\, mission‑focused insights to better engage donors who increasingly use DAFs as a preferred giving vehicle\, while also navigating the compliance and operational complexities that come with these gifts. \n\n\n\nLearning objectives\n\n\n\nAt the end of the session\, you will be able to: \n\n\n\n\nIdentify key trends shaping how and when charities are receiving DAF gifts\n\n\n\nDiscuss leading practices for tracking\, reconciling\, and properly acknowledging DAF contributions\n\n\n\nRecall well-established ideas to reduce donor friction and unlock additional giving through DAFs\n\n\n\nIdentify the critical compliance considerations every organization should understand when accepting DAF funding\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for nonprofit finance\, advancement\, and compliance leaders seeking stronger controls and smoother processes for DAF gifts. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. Fill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/donor-advised-funds-what-data-reveals-and-what-charities-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260630T140000
DTEND;TZID=America/New_York:20260630T150000
DTSTAMP:20260531T172832Z
CREATED:20260531T172824Z
LAST-MODIFIED:20260531T172832Z
UID:10011232-1782828000-1782831600@www.freelivecpe.com
SUMMARY:Evaluating AP Automation: Manual\, External\, and Native
DESCRIPTION:NetSuite users run AP one of three ways: manually\, using third-party tools “connected” to NetSuite but operating separately\, or with an embedded solution inside NetSuite. Each option carries a cost; in hours\, in reclassifying entries\, and in audit exposure. \n\n\n\nJoin Joe Alie\, CFO @ Charted\, and Bernardo Enciso\, CEO @ Charted to evaluate your AP processes including: \n\n\n\nThe hidden costs: close delays\, correction entries\, and audit friction. \n\n\n\nHow to evaluate your current setup using your own data: where to look\, what to measure\, and what “good” looks like. \n\n\n\nThe critical questions to ask when evaluating AP solutions for NetSuite to avoid disconnected workflows that create operational complexity. \n\n\n\nWhat to test in AP demos: full segment coding\, multi-subsidiary transactions\, audit trails from approval to posting\, and vendor record updates. \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/evaluating-ap-automation-manual-external-and-native/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260623T140000
DTEND;TZID=America/New_York:20260623T150000
DTSTAMP:20260531T173231Z
CREATED:20260531T172551Z
LAST-MODIFIED:20260531T173231Z
UID:10011231-1782223200-1782226800@www.freelivecpe.com
SUMMARY:QuickBooks Online: High Efficiency Tips and Tricks
DESCRIPTION:Learn QuickBooks Online practical tips\, shortcuts\, and workflow improvements that can save time during everyday bookkeeping\, cleanup\, transaction entry\, and reporting work. Ideal for Controllers and their staff. \n\n\n\nQuickBooks guru Hector Garcia will share high-efficiency navigation habits\, keyboard shortcuts\, banking and downloaded transaction tricks\, manual data entry techniques\, copy/paste workflows inside transactions\, and reporting tips including: \n\n\n\nHow to manage complex sales tax management with QuickBooks and Avalara \n\n\n\nGoogle Chrome browser settings\, tabs\, bookmarks and extensions \n\n\n\nTesting and training in QuickBooks sandbox vs. sample file \n\n\n\nReporting tips that help users get to information faster \n\n\n\nAdding Apps \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance  \n\n\n\nLevel: Basic  \n\n\n\nPrerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/quickbooks-online-high-efficiency-tips-and-tricks-cpe/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260618T150000
DTEND;TZID=America/New_York:20260618T160000
DTSTAMP:20260613T185013Z
CREATED:20260531T215929Z
LAST-MODIFIED:20260613T185013Z
UID:10011239-1781794800-1781798400@www.freelivecpe.com
SUMMARY:Why your finance data isn’t AI-ready and what to fix
DESCRIPTION:Event description\n\n\n\nAI is driving faster insights and more automated finance operations\, but many organizations lack the data foundation to support it. Disconnected systems\, fragmented reporting\, and complex integrations continue to create barriers\, limiting AI’s effectiveness. As adoption accelerates\, finance leaders must address these foundational gaps. \n\n\n\nJoin leaders from Grant Thornton’s Oracle Practice for a CPE-eligible webcast exploring how finance organizations can overcome today’s biggest data and reporting hurdles to become truly AI-ready. Learn how modern finance architecture can simplify processes\, improve visibility\, and better align ERP\, EPM\, and analytics environments. We’ll also introduce Grant Thornton’s Connected Ledger approach\, powered by Oracle\, designed to unify financial and operational data while enhancing reporting\, reconciliation\, and control.   \n\n\n\nWebcast details\n\n\n\nDate and time \n\n\n\nThursday\, June 18\, 20263:00 PM ET – 4:00 PM ET \n\n\n\nRecommended CPE credits \n\n\n\n1 \n\n\n\nLearning objectives \n\n\n\n\nIdentify the common finance data and architecture challenges that limit AI readiness across ERP\, EPM\, and reporting environments. \n\n\n\nDefine how disconnected operational and financial data impacts reporting accuracy\, reconciliations\, and finance decision-making. \n\n\n\nExplain how a connected finance architecture powered by Oracle Fusion can support AI initiatives\, automation\, and enhanced controls. \n\n\n\nEvaluate strategies for simplifying finance data ecosystems while reducing dependence on bespoke integrations and reporting processes. \n\n\n\nRecognize the foundational data\, governance\, and reporting considerations finance leaders should prioritize to enable scalable AI adoption.
URL:https://www.freelivecpe.com/event/why-your-finance-data-isnt-ai-ready-and-what-to-fix/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260618T140000
DTEND;TZID=America/New_York:20260618T150000
DTSTAMP:20260531T130950Z
CREATED:20260531T130945Z
LAST-MODIFIED:20260531T130950Z
UID:10011201-1781791200-1781794800@www.freelivecpe.com
SUMMARY:Beyond the numbers: How an AI-enabled FP&A is transforming finance
DESCRIPTION:Key takeaways \n\n\n\nAcross industries\, financial planning and analysis (FP&A) is being transformed. Powered by artificial intelligence (AI)\, autonomous finance\, and personalized workflows\, FP&A teams are moving beyond static reports and reactive forecasting to AI-enabled analysis and real-time scenario planning. But as effectiveness depends on smooth AI integration\, how can FP&A evolve its model? We’ll discuss: \n\n\n\nHow FP&A can drive enterprise impact through predictive\, real-time insights \n\n\n\nWhy a centralized yet flexible data architecture is critical to FP&A’s evolution \n\n\n\nThe core value-driving FP&A capabilities\, including AI-powered analytics\, price optimization\, and long-term capital allocation
URL:https://www.freelivecpe.com/event/beyond-the-numbers-how-an-ai-enabled-fpa-is-transforming-finance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260618T140000
DTEND;TZID=America/New_York:20260618T150000
DTSTAMP:20260524T011811Z
CREATED:20260524T011807Z
LAST-MODIFIED:20260524T011811Z
UID:10011186-1781791200-1781794800@www.freelivecpe.com
SUMMARY:How Companies Serving Small Businesses Overcome AR Obstacles
DESCRIPTION:Does your finance team typically spend hours reconciling receivables? Many companies\, especially those that serve small businesses\, rely on time-consuming manual processes to keep track of numerous small-dollar transactions and match remittances to invoices. \n\n\n\nBut your company can reap the rewards of serving small businesses if you provide your finance team with resources to manage receivables from them. \n\n\n\nDuring this webinar\, a panel of finance executives share what they’ve learned about how to negotiate AR challenges unique to working with small businesses\, including expert advice about how best to: \n\n\n\nAccelerate cash application \n\n\n\nMaintain visibility into receivables \n\n\n\nIncentivize payments while streamlining payment processes \n\n\n\nSimplify remittances \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/how-companies-serving-small-businesses-overcome-ar-obstacles/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260617T140000
DTEND;TZID=America/New_York:20260617T150000
DTSTAMP:20260523T133423Z
CREATED:20260523T133419Z
LAST-MODIFIED:20260523T133423Z
UID:10011161-1781704800-1781708400@www.freelivecpe.com
SUMMARY:The AI Enabled Finance Operating Model
DESCRIPTION:Webcast overview\n\n\n\nJoin this webcast to discover how CFOs and finance leaders can reimagine workflows\, processes\, and roles to help AI and human teams collaborate seamlessly.Learning Objectives:Following this webcast\, participants will be able to: \n\n\n\n\nIdentify the Finance Leader of the Future: Define the critical roles and skills needed to lead and manage a high-performing\, integrated AI and human workforce.\n\n\n\nDrive AI Adoption: Foster sustained\, organizational adoption by prioritizing workforce design and providing targeted role-specific guidance.\n\n\n\nReimagine workflows and processes to maximize ROI: Take an AI first mindset to redefine finance processes and the impacts of organizational model and talent requirements.\n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credits.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOField(s) of Study: Finance – 43The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code L5NM4GT5QQG.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/the-ai-enabled-finance-operating-model/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260616T140000
DTEND;TZID=America/New_York:20260616T150000
DTSTAMP:20260524T011655Z
CREATED:20260524T011649Z
LAST-MODIFIED:20260524T011655Z
UID:10011185-1781618400-1781622000@www.freelivecpe.com
SUMMARY:B2B Payment Trends Finance Leaders Are Watching​
DESCRIPTION:What are your finance peers doing right now to protect margins\, reduce fraud exposure\, and squeeze more value out of AP?Based on AvidXchange’s 2026 B2B Payment Trends Survey of 500+ finance professionals\, this webinar reveals how finance leaders are navigating today’s pressure-packed environment — and coming out ahead. \n\n\n\nYou’ll learn:Why 80% of finance teams are being asked to do more with less and the top strategies reducing that burdenHow the federal check phase-out is accelerating payments modernization and what it means for your 2026 planningHow leading AP teams are turning vendor payments into a source of rebate revenueWhere peers are investing in AI\, automation\, and fraud prevention and what’s actually delivering ROIA practical framework for evaluating electronic payment technology \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/b2b-payment-trends-finance-leaders-are-watching/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260616T140000
DTEND;TZID=America/New_York:20260616T150000
DTSTAMP:20260515T223102Z
CREATED:20260515T222536Z
LAST-MODIFIED:20260515T223102Z
UID:10011125-1781618400-1781622000@www.freelivecpe.com
SUMMARY:From QuickBooks to modern finance
DESCRIPTION:You’re expected to guide the business — not just report on it. \n\n\n\nAs your organization grows\, finance gets more complex. What once mostly worked now requires more workarounds\, more manual effort\, and more time spent preparing data instead of using it. \n\n\n\nThere’s a gap between what’s expected of finance…and what your current system supports. \n\n\n\nLearning objectivesIn this session\, participants will be able to: \n\n\n\n\nIdentify methods for gaining real-time business visibility\n\n\n\nAnalyze how automation improves finance efficiency\n\n\n\nDescribe the benefits of scalable\, AI-powered cloud finance systems\n\n\n\nRecognize how modern finance platforms support strategic leadership\n\n\n\n\nMost teams don’t realize how much has changed—until they see how others operate today. \n\n\n\nSave your spot \n\n\n\nJoin live to hear how finance leaders are approaching this shift in real time—and get a clearer view of what’s possible for your team. \n\n\n\nIf you can’t attend\, register anyway and we’ll send you the full recording to watch on your schedule. \n\n\n\nEither way\, you’ll leave with a clearer path forward. \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/from-quickbooks-to-modern-finance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T140000
DTEND;TZID=America/New_York:20260610T150000
DTSTAMP:20260524T011526Z
CREATED:20260524T011521Z
LAST-MODIFIED:20260524T011526Z
UID:10011184-1781100000-1781103600@www.freelivecpe.com
SUMMARY:From Backlog to Boardroom-Ready: Best Practices for NetSuite Financial Reporting
DESCRIPTION:Finance teams spend nearly half their time preparing reports\, while manual processes and inconsistent data continue to limit strategic analysis. Yet many NetSuite reporting workflows still rely on CSV exports\, static spreadsheets\, and saved searches that quickly become outdated. \n\n\n\nIn this session\, Brandt Kucharski\, CAO @ Ethos Life\, Chris Corcoran and Justine Burdo from CloudExtend will show how finance teams are modernizing reporting with live Excel connection to NetSuite. Learn how to pull real-time data into Excel using formulas\, saved searches\, SuiteQL\, and AI-generated queries. Reducing manual imports and reporting delays. You’ll also learn: \n\n\n\nHow to identify reporting issues from processes or tools \n\n\n\nWhere manual reporting is costing your team time \n\n\n\nHow real-time NetSuite-to-Excel reporting works \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/from-backlog-to-boardroom-ready-best-practices-for-netsuite-financial-reporting/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260603T130000
DTEND;TZID=America/New_York:20260603T140000
DTSTAMP:20260515T200430Z
CREATED:20260515T200425Z
LAST-MODIFIED:20260515T200430Z
UID:10011109-1780491600-1780495200@www.freelivecpe.com
SUMMARY:National Banking Symposium on Workforce Transformation
DESCRIPTION:Webcast overview\n\n\n\nJoin KPMG for a special edition of the National Banking Symposium on Workforce Transformation. This session will dive deep into how cutting-edge technology are serving as a catalyst for large-scale workforce evolution – reshaping roles\, augmenting capabilities\, and creating new strategic imperatives for banking leaders.On the agenda: \n\n\n\n\nSetting the stage: Understanding the current landscape\, key drivers\, and urgent need for workforce transformation in the banking sector.\n\n\n\nThe AI catalyst: How AI is fundamentally changing the nature of work and leading to massive\, large-scale organizational transformation.\n\n\n\nTechnology in action: An exclusive demo of KPMG Mystro\, showcasing practical\, tech-enabled applications for the future of work. \n\n\n\nNavigating the talent ecosystem: Strategic insights into modernizing the talent lifecycle\, including innovative approaches to recruiting\, building resilient pipelines\, and rethinking performance management.\n\n\n\nStrategic next steps: Actionable takeaways and crucial questions you should b thinking about – and acting on – today to prepare for tomorrow.\n\n\n\n\nLearning Objectives: \n\n\n\nUpon completing this course\, participants will have a general understanding of how cutting edge technology is enabling workforce transformation in banking. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Banking & Capital Markets executivesField(s) of Study: Finance – 43 \n\n\n\nThe final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code DCNM7SHJ9RM.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/national-banking-symposium-on-workforce-transformation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260516T140853Z
CREATED:20260516T140847Z
LAST-MODIFIED:20260516T140853Z
UID:10011147-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Build a Strong Financial Foundation
DESCRIPTION:Profit isn’t cash — and confusing the two can quietly derail growth. Strong organizations rely on timely financial information to run the business with confidence. \n\n\n\nJoin our complimentary webinar as CLA Client Accounting and Advisory Services professionals break down the financial fundamentals leaders need to operate day to day. Learn about common accounting pitfalls\, profit versus cash flow\, and how a weak operational finance foundation could hold your organization back. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nDescribe the foundational elements needed to bring financial clarity in an organization.\n\n\n\nIdentify the characteristics of a strong operational accounting foundation\, including core processes and controls that support accurate reporting.\n\n\n\nIdentify the differences between profit and cash flow and explain common misunderstandings leaders have when interpreting each.\n\n\n\nRecognize key warning signs that indicate underlying finance and accounting issues may be constraining profitability and growth.\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for business owners\, CEOs\, CFOs\, controllers\, executive directors\, and operational leaders who want clearer financial information\, stronger processes\, and better decisions. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com.  \n\n\n\nPart of the Finance That Fuels Growth webinar series\n\n\n\nThree webinars designed around the different stages leaders face as their organizations grow — from financial fundamentals to reporting insight to strategy. \n\n\n\nView the Full Series \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/build-a-strong-financial-foundation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/12/CLA-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260509T163644Z
CREATED:20260509T163639Z
LAST-MODIFIED:20260509T163644Z
UID:10011095-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Agents\, AI\, and Automation: Two Controller’s’ Firsthand Lessons
DESCRIPTION:After a two-week vacation\, the transaction backlog dread sets in for Skool’s Financial Controller\, James Agius. Fortunately\, accounting agents had handled 97% of the coding\, categorization\, and syncing to the books while he was completely offline\, leaving him 67 to review of the initial 2\,000-plus.  \n\n\n\nThis experience shows what’s possible for finance teams today. Innovative\, purpose-built tools and intelligent automation that eliminates busy work\, and empowers controllers\, accountants\, and finance professionals to make contributions that directly improve decision-making and boost margins.  \n\n\n\nIn this chat between Skool and Ramp’s controllers\, they’ll share their firsthand lessons from utilizing agents\, AI\, and automation\, including: – What modern finance is capable of for AP\, AR\, FP&A\, and more – What manual work can be eliminated with tools and automation – How to automate finance administrative tasks – Where Skool & Ramp’s newfound time is being spent  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/agents-ai-and-automation-two-controllers-firsthand-lessons/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260425T151353Z
CREATED:20260425T151348Z
LAST-MODIFIED:20260425T151353Z
UID:10011022-1779976800-1779980400@www.freelivecpe.com
SUMMARY:AI in AR: Real Talk on What's Working\, What's Not\, and What's Just Hype
DESCRIPTION:AI is dominating the conversation in finance\, but for accounts receivable teams\, the real question isn’t if to adopt it\, it’s how to do it right.  \n\n\n\nControllers and finance leaders are under increasing pressure to improve cash flow\, reduce manual work\, and do more with leaner teams. While AI promises a path forward\, many organizations are still navigating where it actually delivers value inside AR\, and where it creates more complexity than clarity.  \n\n\n\nJoin Gregg D’eon\, VP – Controller at LTK and other panelists (TBA) for a practical\, no-fluff discussion on how finance teams are applying AI across invoicing\, collections\, and cash application to drive measurable results. Sponsored by Billtrust\, this session explores real-world use cases\, lessons learned\, and what it takes to move from experimentation to impact.  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/ai-in-ar-real-talk-on-whats-working-whats-not-and-whats-just-hype/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T140000
DTEND;TZID=America/New_York:20260521T150000
DTSTAMP:20260501T200456Z
CREATED:20260501T200450Z
LAST-MODIFIED:20260501T200456Z
UID:10011032-1779372000-1779375600@www.freelivecpe.com
SUMMARY:The Future-Ready CFO: From Finance-as-a-Service to a Full Digital Finance Ecosystem
DESCRIPTION:Webcast overview\n\n\n\nJoin the webcast\, “The Future‑Ready CFO: From Finance‑as‑a‑Service to a Full Digital Finance Ecosystem\,” to discover how forward-thinking CFOs are leveraging FaaS as the foundation for building an AI-powered\, fully integrated digital finance ecosystem that drives strategic enterprise growth.Learning Objectives: \n\n\n\nPinpoint how legacy finance systems create competitive risk. Discover the playbook for a complete transformation journey. Learn how a mature Digital Finance ecosystem\, built on a FaaS framework\, harnesses AI to deliver predictive insights\, slash operating costs\, and drive business growth. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOsField(s) of Study: Finance – 43 \n\n\n\nThe final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code M4NJXJY59W2.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/the-future-ready-cfo-from-finance-as-a-service-to-a-full-digital-finance-ecosystem/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260520T140000
DTEND;TZID=America/New_York:20260520T150000
DTSTAMP:20260501T195832Z
CREATED:20260501T195827Z
LAST-MODIFIED:20260501T195832Z
UID:10011029-1779285600-1779289200@www.freelivecpe.com
SUMMARY:Controllership’s role in driving financial stewardship across the enterprise
DESCRIPTION:Key takeaways \n\n\n\nFinancial stewardship extends beyond the controller’s organization\, but controllers are uniquely positioned to drive enterprise accountability for financial integrity and asset protection. In today’s environment of rising complexity\, fraud risk\, and regulatory scrutiny\, how can controllers evolve from policy enforcers to stewardship leaders? We’ll discuss: \n\n\n\nPractical ways to shift accountability upstream\, build controls literacy in non-finance functions\, and measure impact through meaningful key performance indicators \n\n\n\nHow to define financial stewardship across critical domains \n\n\n\nKey levers – governance\, accountability\, standards\, controls\, and enablement – to embed stewardship beyond finance
URL:https://www.freelivecpe.com/event/controllerships-role-in-driving-financial-stewardship-across-the-enterprise/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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:20260520T120000
DTEND;TZID=America/New_York:20260520T130000
DTSTAMP:20260425T131522Z
CREATED:20260425T131517Z
LAST-MODIFIED:20260425T131522Z
UID:10010995-1779278400-1779282000@www.freelivecpe.com
SUMMARY:Quarterly Insights: Q1 2026 Financial Services Outlook
DESCRIPTION:Join Forvis Mazars for an in-depth discussion of our Q1 2026 spring newsletter\, where we’ll present key findings and insights from the latest industry analysis. This session will highlight emerging trends\, regulatory developments\, and strategic challenges shaping the banking and financial services landscape. Our team will provide perspectives on market performance and the future outlook\, offering actionable takeaways for decision makers across the sector. The webinar is designed to equip leaders with a clear understanding of the current environment and its implications for the year ahead. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nAnalyze the key findings from the Q1 2026 spring newsletter to better understand current market dynamics.\n\n\n\nRecognize the impact of regulatory changes\, economic conditions\, and emerging risks on financial institutions.\n\n\n\nIdentify opportunities and challenges facing banks and financial service providers in the near term.\n\n\n\nDiscuss strategies to help inform decision making and strengthen organizational resilience in 2026.\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 Finance field of study may be awarded upon verification of participant attendance\, during live broadcast.articipant 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/quarterly-insights-q1-2026-financial-services-outlook/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T140000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260425T151213Z
CREATED:20260425T151208Z
LAST-MODIFIED:20260425T151213Z
UID:10011021-1779199200-1779202800@www.freelivecpe.com
SUMMARY:Onboarding Contractors in 2026: What Finance and HR Teams Need to Know
DESCRIPTION:Finance and HR leaders have little margin for noncompliance as rules for classifying and compensating independent contractors undergo major changes. Join panelists Christine Gu\, SVP/CAO @Clarify Health\, and CFO/consultant Genevieve Hancock who will share their recommendations about how finance and HR teams can best partner to engage the services of contractors\, including:  \n\n\n\n– What steps HR leaders must take to comply with regulatory requirements for classifying contractors and distinguishing them from employees  \n\n\n\n– What steps finance leaders must take to comply with regulatory requirements for reporting payments to contractors  \n\n\n\n– What significant changes\, such as higher reporting thresholds\, go into effect in 2026  \n\n\n\n– How finance and HR leaders can work together to ensure their companies onboard and manage contractors effectively  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/onboarding-contractors-in-2026-what-finance-and-hr-teams-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T130000
DTEND;TZID=America/New_York:20260519T140000
DTSTAMP:20260418T133953Z
CREATED:20260418T133948Z
LAST-MODIFIED:20260418T133953Z
UID:10010972-1779195600-1779199200@www.freelivecpe.com
SUMMARY:Senior Living Labor Visibility: See Costs Sooner and Protect Margins Faster
DESCRIPTION:Labor is the largest expense for senior living providers\, yet delays in labor visibility make it hard to manage overtime\, agency use\, census‑based staffing\, and PBJ compliance—often resulting in margin loss that isn’t caught until it’s too late.  This webinar shows how real‑time labor insight and cost‑per‑resident‑day data help teams act sooner and protect margins. Learn how APS + Sage Intacct deliver early margin alerts\, staffing optimization tools\, and integrated reporting to support proactive labor management. By the end of this session\, participants will be able to: Recognize key drivers of labor‑related margin erosion such as overtime\, agency staffing\, and delayed reporting. Determine how real‑time labor metrics support timely staffing and margin decisions. Describe how APS + Sage Intacct integrate labor and financial data to enhance margin protection.   \n\n\n\nInformation about CPE eligibility:Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct\n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: FinanceCPE host: Dana Pontecorvo \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/senior-living-labor-visibility-see-costs-sooner-and-protect-margins-faster/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260514T140000
DTEND;TZID=America/New_York:20260514T150000
DTSTAMP:20260418T134435Z
CREATED:20260418T133026Z
LAST-MODIFIED:20260418T134435Z
UID:10010971-1778767200-1778770800@www.freelivecpe.com
SUMMARY:From private equity to public markets: Is your PE-backed company ready?
DESCRIPTION:Event overview\n\n\n\nThe initial public offering window is open—but is your private equity-backed company ready to seize the opportunity? After a two-year drought\, 2026 is shaping up as a historic window for PE exits via IPO. Portfolio companies that were built for sale to strategic buyers or other PE firms are now pivoting to public markets. But here’s the challenge: The strategies that made them attractive to PE create significant obstacles on the path to going public. \n\n\n\nMany PE-backed companies have been assembled through aggressive roll-up strategies—acquiring multiple add-ons to build scale\, consolidate markets and drive valuation multiples. While this creates value in private markets\, it introduces profound complexity when preparing for an IPO. \n\n\n\nThis live session will address the unique challenges and considerations faced by PE-backed companies who are preparing—or being asked to prepare—for an IPO. Whether your PE sponsor has signaled an IPO exit or you’re proactively preparing for the possibility\, this session will equip you with the knowledge to navigate the transition successfully.  \n\n\n\nWhat you’ll learn by attending: \n\n\n\nHow to develop a realistic IPO preparation timeline \n\n\n\nThe unique IPO challenges PE-backed companies face \n\n\n\nInsights into key financial and operational readiness requirements \n\n\n\nGuidance on assessing your current IPO readiness
URL:https://www.freelivecpe.com/event/from-private-equity-to-public-markets-is-your-pe-backed-company-ready/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260512T140000
DTEND;TZID=America/New_York:20260512T150000
DTSTAMP:20260418T141644Z
CREATED:20260418T141639Z
LAST-MODIFIED:20260418T141644Z
UID:10010979-1778594400-1778598000@www.freelivecpe.com
SUMMARY:Giving Finance the Oversight It Deserves
DESCRIPTION:Controllers can only be as confident as their data. When inputs come from different systems updated at different times\, that confidence is hard to justify. Manual consolidation introduces errors. Close cycles drag. Cash visibility lags. \n\n\n\n The result? Controllers spend more time assembling data than acting on it — and the oversight they’re meant to provide gets lost in the noise. Decisions are made on stale data\, putting at risk the company’s liquidity.  \n\n\n\nIn this webinar\, we’ll explore how CFOs and Controllers of SMEs and mid-market companies are rethinking the way their teams operate — moving from fragmented\, reactive workflows to a unified\, real-time view of cash across AP\, AR\, and treasury.  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/giving-finance-the-oversight-it-deserves/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260511T120000
DTEND;TZID=America/New_York:20260511T130000
DTSTAMP:20260425T130411Z
CREATED:20260411T131758Z
LAST-MODIFIED:20260425T130411Z
UID:10010915-1778500800-1778504400@www.freelivecpe.com
SUMMARY:Demystifying AI in Financial Reporting: Cloud Compute Costs and Complex AI Transaction Structures
DESCRIPTION:Webcast overview\n\n\n\nKPMG LLP (KPMG) is pleased to invite you to a webcast on AI in financial reporting\, with a focus on cloud compute costs and complex AI transaction structures. This session is specifically designed to be useful to a wide range of financial executives\, including CFOs\, CAOs\, controllers\, and those responsible for accounting\, financial reporting\, among others. \n\n\n\nLearning Objectives: \n\n\n\nDuring this webcast\, we will discuss:  \n\n\n\n\nCloud\, compute\, and GPUs: Accounting for the cost of intelligence \n\n\n\nComplex AI transaction structures: Sale‑leaseback‑resell models explained\n\n\n\nDisclosure and reporting considerations\n\n\n\nLeading practices to operationalize policies\n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: : This program is designed for individuals of director level and above positions in Finance and Accounting.Field(s) of Study: Accounting – 21\, Finance – 43Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: \n\n\n\nIntermediate: Learning activity level that builds on a basic program\, most appropriate for CPAs with detailed knowledge in an area. Such persons are often at a mid-level within the organization\, with operational and/or supervisory responsibilities. \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail Sueshana Bailey and reference event code F8N84CKWG47.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season\, please expect delays in CPE processing. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/demystifying-ai-in-financial-reporting-cloud-compute-costs-and-complex-ai-transaction-structures/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting,Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260507T140000
DTEND;TZID=America/New_York:20260507T150000
DTSTAMP:20260412T203600Z
CREATED:20260412T203556Z
LAST-MODIFIED:20260412T203600Z
UID:10010940-1778162400-1778166000@www.freelivecpe.com
SUMMARY:Staying Ready vs. Getting Ready: Building Resilient Nonprofits
DESCRIPTION:In an environment of constant change\, nonprofits that wait to “get ready” often find themselves reacting under pressure. \n\n\n\nThis complimentary session explores how nonprofit can adopt a “stay ready” mindset through long range\, agile financial planning that helps strengthen resilience and support confident decision-making. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nIdentify how scenario planning and the use of leading indicators can help nonprofits anticipate change and handle uncertainty\n\n\n\nRecall governance and strategic planning practices that enable nonprofits to adapt without disrupting core operations\n\n\n\nDiscuss practical strategies to regularly refresh long-range plans\, so they remain relevant\, flexible\, and aligned with the mission\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for CEOs\, CFOs\, controllers\, finance directors\, financial managers\, board members\, trustees\, business managers\, audit committee members\, and other decision makers in nonprofit organizations. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. \n\n\n\nEvent Policies \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/staying-ready-vs-getting-ready-building-resilient-nonprofits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260505T140000
DTEND;TZID=America/New_York:20260505T150000
DTSTAMP:20260502T140222Z
CREATED:20260418T141505Z
LAST-MODIFIED:20260502T140222Z
UID:10010978-1777989600-1777993200@www.freelivecpe.com
SUMMARY:From Manual to Strategic: How AI Is Transforming Finance and Accounting Operations
DESCRIPTION:The challenge in AP is not a lack of automation opportunities. It is the lack of a framework for deciding which ones actually improve control. Even now\, 73% of teams are still not fully automated\, and only 49% feel confident their current systems meet audit and data-retention standards. Without a framework\, teams often default to one-off automation that addresses isolated AP tasks while leaving reconciliation issues\, documentation gaps\, and downstream rework in place.  \n\n\n\nThis session will dive into a two-part framework for evaluating agentic AI in AP: where AI can accelerate the close cycle by eliminating the manual reconciliation bottlenecks\, and where it enables net-new control capabilities. Attendees will leave with a practical way to evaluate AI based on two outcomes that matter most.  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council 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
URL:https://www.freelivecpe.com/event/elevating-ap-harnessing-ai-for-a-strategic-advantage/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260430T140000
DTEND;TZID=America/New_York:20260430T150000
DTSTAMP:20260403T201806Z
CREATED:20260403T201800Z
LAST-MODIFIED:20260403T201806Z
UID:10010890-1777557600-1777561200@www.freelivecpe.com
SUMMARY:Intercompany treasury: Creating a future-ready operating model
DESCRIPTION:Key takeaways \n\n\n\nTransformation presents a critical opportunity to modernize intercompany netting and settlement—enhancing efficiency\, transparency\, and control across the enterprise. How can organizations design an operating model that enables a resilient\, future-ready intercompany treasury while navigating the realities of change? We’ll discuss: \n\n\n\nApproaches to assess current-state models and implement operating frameworks supported by strong governance\, streamlined processes\, and enabling capabilities \n\n\n\nCommon challenges\, including cash flow alignment\, currency volatility\, and diverselocal requirements \n\n\n\nHow breakdowns in end-to-end execution can create downstream impacts across finance and treasury
URL:https://www.freelivecpe.com/event/intercompany-treasury-creating-a-future-ready-operating-model/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260422T140000
DTEND;TZID=America/New_York:20260422T150000
DTSTAMP:20260328T142612Z
CREATED:20260328T142601Z
LAST-MODIFIED:20260328T142612Z
UID:10010859-1776866400-1776870000@www.freelivecpe.com
SUMMARY:The Future of Finance: Evolving Cash Management with Agentic AI
DESCRIPTION:Webcast overview\n\n\n\nJoin the KPMG webcast\, The Future of Finance: Evolving Cash Management with Agentic AI\, to learn how connected AI agents can streamline cash processes\, enhance visibility and decision-making\, and shift finance teams toward analysis and forecasting.Learning Objectives: \n\n\n\nUnderstand how agents are orchestrating outcomes across end-to-end cash processes; unpack the critical enablers required to adopt agentic AI; reimagine how work and value are delivered with the agentic command center; discover practical steps to get started and accelerate your path forward. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: C-level executives\, VPs and SVPsField(s) of Study: Finance – 43Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code FGNTD9XWWVX.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season\, please expect delays in CPE processing. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/the-future-of-finance-evolving-cash-management-with-agentic-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
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