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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
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BEGIN:VEVENT
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T140000
DTEND;TZID=America/New_York:20260728T150000
DTSTAMP:20260627T173712Z
CREATED:20260627T173704Z
LAST-MODIFIED:20260627T173712Z
UID:10011326-1785247200-1785250800@www.freelivecpe.com
SUMMARY:How to Deploy AI for Results: CFO and Controller Panel Discussion
DESCRIPTION:A recent survey of senior Finance\, Tax\, and Accounting executives confirms what many Controllers and CFOs already sense: 67% have AI pilots underway\, but only 6% report enterprise-wide maturity. The gap between experimentation and measurable outcomes isn’t a technology problem. It’s a data\, governance\, and organizational readiness problem — and it’s widening.  \n\n\n\nJoin a candid panel of peers featuring a CFO and Controller (TBA)\, and Prophix VP of Product Marketing Chris Porter for a practical conversation on how finance leaders are moving past the noise — and turning AI pilots into measurable results.  \n\n\n\nThe panel will tackle the questions like where does AI truly belong in the finance stack — inside your ERP\, your CPM platform\, or a standalone productivity tool? What separates AI that’s proven from new\, un-tested AI? And how do you build a path toward autonomous finance. \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/how-to-deploy-ai-for-results-cfo-and-controller-panel-discussion/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T140000
DTEND;TZID=America/New_York:20260729T150000
DTSTAMP:20260704T140944Z
CREATED:20260704T140938Z
LAST-MODIFIED:20260704T140944Z
UID:10011339-1785333600-1785337200@www.freelivecpe.com
SUMMARY:The Future of FP&A: From Forecasting to Value Steering
DESCRIPTION:Webcast overview\n\n\n\n As organizations navigate market shifts\, this webcast explores how forward-thinking finance leaders are leveraging AI to transition from static planning to dynamic\, strategic enterprise value steering. \n\n\n\nLearning Objectives: \n\n\n\nSpeakers will help attendees: \n\n\n\n\nTransition to continuous\, signal-driven forecasting: Replace static\, calendar-based planning with trusted\, AI-enabled insights allowing for faster\, more proactive decisions. \n\n\n\nEvolve FP&A into an enterprise integrator: Move beyond basic reporting to high-stakes decision stewardship\, connecting demand\, supply\, and capital to drive value-based trade-offs across the business. \n\n\n\nCultivate tomorrow’s “financial athletes”: Identify actionable steps needed today to build an agile\, tech-enabled workforce equipped with the skills for an AI-driven future. \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: CFOsField(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 XBNVXPTYKJ5.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-of-fpa-from-forecasting-to-value-steering/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T120000
DTEND;TZID=America/New_York:20260730T130000
DTSTAMP:20260704T142442Z
CREATED:20260704T142436Z
LAST-MODIFIED:20260704T142442Z
UID:10011345-1785412800-1785416400@www.freelivecpe.com
SUMMARY:Quarterly Insights: Q2 2026 Financial Services Outlook
DESCRIPTION:Join Forvis Mazars for an in-depth discussion of our Q2 2026 summer 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 remainder of the year. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nAnalyze the key findings from the Q2 2026 summer newsletter to better understand current market dynamics.\n\n\n\nEvaluate the impact of regulatory changes\, economic conditions\, and emerging risks on financial institutions.\n\n\n\nIdentify strategic opportunities and challenges facing banks and financial service providers in the near term.\n\n\n\nApply insights learned to help inform decision making and strengthen organizational resilience in 2026 and beyond.\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. \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-q2-2026-financial-services-outlook/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T143000
DTEND;TZID=America/New_York:20260805T153000
DTSTAMP:20260711T133619Z
CREATED:20260711T133611Z
LAST-MODIFIED:20260711T133619Z
UID:10011362-1785940200-1785943800@www.freelivecpe.com
SUMMARY:2026 Midyear Economic Update & Outlook
DESCRIPTION:Join us for an informative webinar as we share investment updates from the first half of 2026 and the outlook for the second half of the year. Topics will include the current state of the economy\, financial market trends\, broad asset class returns\, and more. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDiscuss the current state of the economy.\n\n\n\nDescribe the economic outlook for the second half of 2026.\n\n\n\nIdentify key trends that shaped financial markets in the first half of 2026.\n\n\n\nExplain broad asset class returns for 2026.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Finance field of study may be awarded upon verification of participant attendance\, during live broadcast.tendance\, during live broadcast.nt attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/2026-midyear-economic-update-outlook/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260711T153022Z
CREATED:20260711T153015Z
LAST-MODIFIED:20260711T153022Z
UID:10011372-1786024800-1786028400@www.freelivecpe.com
SUMMARY:Selecting Your Next ERP: What Every CFO and Controller Needs to Know
DESCRIPTION:Choosing an ERP is one of the most consequential decisions a CFO or Controller will make. The right platform can improve visibility\, streamline operations\, strengthen reporting\, and support future growth. The wrong decision can create years of frustration\, unnecessary costs\, and implementation challenges. \n\n\n\nIn this webinar\, finance leaders will learn a practical framework for evaluating today’s leading mid-market ERP solutions\, building a board-ready business case for change\, and reducing risk throughout the selection and implementation process. Whether you are considering a replacement for a legacy system or evaluating ERP options for the first time\, this session will provide actionable guidance to help you move forward with confidence. \n\n\n\nAttendees will also receive two complimentary assessment tools: one designed to help evaluate ERP solutions and another to assess organizational readiness for a successful implementation. \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/selecting-your-next-erp-what-every-cfo-and-controller-needs-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T140000
DTEND;TZID=America/New_York:20260811T150000
DTSTAMP:20260711T153142Z
CREATED:20260711T153135Z
LAST-MODIFIED:20260711T153142Z
UID:10011373-1786456800-1786460400@www.freelivecpe.com
SUMMARY:Modernizing Finance Processes with AI: Building Auditability into AI-Enabled Workflows
DESCRIPTION:CFOs and Controllers are under increasing pressure to do more with less while delivering greater accuracy\, stronger controls\, and faster insights. As AI becomes more accessible\, finance leaders are evaluating where it can drive meaningful efficiencies without compromising governance\, transparency\, or auditability. \n\n\n\nJoin CFO Christine Gu\, and finance transformation leaders from Savant Labs and BDO as they discuss how organizations are moving beyond spreadsheet-driven and other end-user computing (EUC) processes toward standardized\, AI-enabled workflows that improve consistency\, accelerate execution\, and strengthen internal controls. You’ll learn how AI can support workflow development and automation while preserving human oversight\, accountability\, and the audit trail required for critical finance processes. \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/modernizing-finance-processes-with-ai-building-auditability-into-ai-enabled-workflows/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T150000
DTEND;TZID=America/New_York:20260811T160000
DTSTAMP:20260711T143850Z
CREATED:20260711T143843Z
LAST-MODIFIED:20260711T143850Z
UID:10011366-1786460400-1786464000@www.freelivecpe.com
SUMMARY:Confidence in Numbers: Strengthening Visibility as Business Evolves
DESCRIPTION:Event Overview\n\n\n\nWhat felt like confidence in January may feel like concern today. Margins are harder to explain\, forecasts lose credibility as assumptions weaken\, and manual workarounds quietly replace the controls you thought were in place. \n\n\n\nThese aren’t failures — they’re signals that growth is outpacing your capabilities. As resources stretch and DIY reporting no longer meets expectations\, visibility declines and decisions slow when they need to accelerate. In this session\, we’ll move beyond identifying the problem and into what it takes to solve it. \n\n\n\nWe’ll explore how finance leaders are strengthening visibility by streamlining accounting operations and putting analytics to work\, replacing fragmented\, manual reporting with trusted KPI dashboards\, automating the close to surface margin insight faster\, and building disciplined\, driver-based forecasting models that leaders can actually act on. \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/confidence-in-numbers-strengthening-visibility-as-business-evolves/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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