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DTSTART;TZID=America/New_York:20261118T130000
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DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010785-1795006800-1795010400@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION:Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity\, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.  \n\n\n\nIn each focused one-hour session\, we break down what’s changing\, why it matters and what you should do next. Then\, we’ll move to solutions you can act on right away.  \n\n\n\nAll sessions are held live on Wednesdays from 12-1 PM central\, which you can attend throughout the year to earn up to 10 CPE credits.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-11-18/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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DTSTART;TZID=America/New_York:20261014T130000
DTEND;TZID=America/New_York:20261014T140000
DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010784-1791982800-1791986400@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION:Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity\, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.  \n\n\n\nIn each focused one-hour session\, we break down what’s changing\, why it matters and what you should do next. Then\, we’ll move to solutions you can act on right away.  \n\n\n\nAll sessions are held live on Wednesdays from 12-1 PM central\, which you can attend throughout the year to earn up to 10 CPE credits.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-10-14/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T130000
DTEND;TZID=America/New_York:20260929T140000
DTSTAMP:20260523T144515Z
CREATED:20260523T144510Z
LAST-MODIFIED:20260523T144515Z
UID:10011173-1790686800-1790690400@www.freelivecpe.com
SUMMARY:Quarterly Legislative Update
DESCRIPTION:Event Overview\n\n\n\nStaying up to date on areas affecting your situation can allow you to better plan for changes that may be coming. Join us for our quarterly update covering recent developments in proposed and enacted tax legislation. Our National Tax Office Team will update you on the latest from Capitol Hill\, with a focus on how changes may affect you and your organization.  \n\n\n\nLearning Objectives  \n\n\n\n\nExamine the tax legislative landscape\, including recent legislation.\n\n\n\nTheorize pending regulations and IRS guidance.\n\n\n\nDemonstrate how these changes could impact businesses and individuals.\n\n\n\nIdentify possible action steps and planning opportunities.\n\n\n\n\nPresenter  \n\n\n\nAlex Parker\, Tax Legislative Affairs Director \n\n\n\nAlex provides on-the-ground coverage and analysis of tax developments in our nation’s capital\, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere\, including new projects at the United Nations\, the G-20\, and the Organization for Economic Cooperation and Development.    \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Taxes \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \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.RE.
URL:https://www.freelivecpe.com/event/quarterly-legislative-update-7/2026-09-29/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260923T130000
DTEND;TZID=America/New_York:20260923T140000
DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010783-1790168400-1790172000@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION:Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity\, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.  \n\n\n\nIn each focused one-hour session\, we break down what’s changing\, why it matters and what you should do next. Then\, we’ll move to solutions you can act on right away.  \n\n\n\nAll sessions are held live on Wednesdays from 12-1 PM central\, which you can attend throughout the year to earn up to 10 CPE credits.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-09-23/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260825T110000
DTEND;TZID=America/New_York:20260825T120000
DTSTAMP:20260531T171953Z
CREATED:20260531T171949Z
LAST-MODIFIED:20260531T171953Z
UID:10011230-1787655600-1787659200@www.freelivecpe.com
SUMMARY:2026 Tax Break Summer Series
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters.   \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.  \n\n\n\nLearning objectives:      \n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.  \n\n\n\n\n\nIdentify current trends in state tax audits. \n\n\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/2026-tax-break-summer-series/2026-08-25/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260819T130000
DTEND;TZID=America/New_York:20260819T140000
DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010782-1787144400-1787148000@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION:Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity\, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.  \n\n\n\nIn each focused one-hour session\, we break down what’s changing\, why it matters and what you should do next. Then\, we’ll move to solutions you can act on right away.  \n\n\n\nAll sessions are held live on Wednesdays from 12-1 PM central\, which you can attend throughout the year to earn up to 10 CPE credits.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-08-19/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260813T120000
DTEND;TZID=America/New_York:20260813T133000
DTSTAMP:20260627T130252Z
CREATED:20260627T130244Z
LAST-MODIFIED:20260627T130252Z
UID:10011317-1786622400-1786627800@www.freelivecpe.com
SUMMARY:2026 Alternative and Registered Funds Midyear Update
DESCRIPTION:During this webcast\, panelists will discuss the latest developments impacting alternative and registered funds. Our discussion will span Securities and Exchange Commission (SEC) deregulation and FinTech innovation\, updates from the Financial Accounting Standards Board (FASB) around crypto and disclosures\, and tax changes around alternative and registered funds. \n\n\n\nDiscussion topics include: \n\n\n\n\nSEC regulatory update\n\n\n\nAccounting and financial reporting update\n\n\n\nTax update\n\n\n\n\nIn this webcast\, panelists will: \n\n\n\n\nExplore the latest accounting and auditing matters.\n\n\n\nRecognize recent tax activities.\n\n\n\nIdentify the SEC regulatory agenda.\n\n\n\n\nModerator\n\n\n\n\nLindsay Hill\, Partner\, Financial Services Organization\, Ernst & Young LLP\n\n\n\n\nPanel\n\n\n\nMary Stephenson\, Partner\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nAmy Snyder\, Partner\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nBill Rys\, Managing Director\, Washington Council Ernst & Young\, Ernst & Young LLP \n\n\n\nSuave Baran\, Senior Manager\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nVeronika Dinkov\, Partner\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nMichael Vorhis\, Senior Manager\, Risk Consulting\, Ernst & Young LLP \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/2026-alternative-and-registered-funds-midyear-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260627T131440Z
CREATED:20260627T131432Z
LAST-MODIFIED:20260627T131440Z
UID:10011320-1786539600-1786543200@www.freelivecpe.com
SUMMARY:2026 Private Funds Update
DESCRIPTION:To say asset managers are facing a volatile\, increasingly complex investment environment right now is an understatement. There are several forces at play that are impacting the asset management industry\, including shifting economic conditions\, evolving investor expectations\, technological innovation and ongoing regulatory developments. As your fund prepares for the next 6-12 months\, understanding the many different market forces impacting the industry will be critical to supporting clients and investors\, managing risk and maintaining a competitive edge in the long-term.  \n\n\n\nOn Aug. 12\, join us for our annual private funds update webinar\, founded by legacy Moss Adams and now proudly continued by Baker Tilly. Our asset management specialists will discuss the latest developments shaping the industry\, including a comprehensive market update and outlook for the next several months and insights into key trends\, challenges and opportunities that are expected to impact investment funds and their portfolio companies. This session will also examine several of the industry’s most significant emerging topics\, including valuation challenges in uncertain markets\, evolving M&A activity across the industry and noteworthy tax and retirement plan developments and legislation impacting fund managers and their investors. Attendees will gain insight into current market dynamics and actionable considerations for strategic planning and growth initiatives moving forward into the next 6-12 months. \n\n\n\nRegister now and join us for this CPE-eligible session taking place on Wednesday\, Aug. 12 from 1-2 p.m. ET.  \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/2026-private-funds-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T130000
DTEND;TZID=America/New_York:20260805T140000
DTSTAMP:20260627T130429Z
CREATED:20260627T130420Z
LAST-MODIFIED:20260627T130429Z
UID:10011318-1785934800-1785938400@www.freelivecpe.com
SUMMARY:Navigating emerging state tax developments and transaction trends
DESCRIPTION:Join us for the inaugural episode of our new quarterly Financial Services (FSO) state and local tax (SALT) transactions webcast series\, where we will provide timely insights into emerging SALT developments impacting financial services\, real estate\, and asset management transactions. \n\n\n\nIn today’s rapidly evolving SALT landscape\, legislative changes and shifting policies have immediate implications for businesses – making it critical to understand these developments and consider practical approaches to navigate complex SALT challenges. \n\n\n\nThis quarterly series will focus on transaction-driven SALT hot topics\, including real estate transfer taxes\, nexus considerations\, and jurisdiction-specific developments\, providing actionable perspectives to help address risk and improve outcomes in an increasingly dynamic state tax landscape. \n\n\n\nWe will focus on recent legislative developments and emerging transaction trends across the SALT landscape\, with an emphasis on how evolving policy is shaping deal approaches\, diligence\, and execution. The session will conclude with a targeted discussion on SALT considerations affecting data center investments\, including jurisdictional trends\, incentives\, and key transaction-specific risks and considerations in this rapidly growing asset class. \n\n\n\nKey topics to be discussed include: \n\n\n\n\nRecent state and local legislative developments impacting income and transfer taxes\n\n\n\nEmerging state and local trends and developments for transactions\n\n\n\nState and local considerations for data center investments\, including:\n\nSales and use taxes\n\nCharacterization and sourcing of data center assets and services\, exemption analysis\, nexus considerations\, and transaction-driven planning considerations\n\n\n\n\n\nReal estate transfer tax and property tax considerations\n\nState and local real estate transfer tax requirements\, deal considerations\, and jurisdiction-specific nuances\n\n\n\nAsset classification and valuation issues\, ownership change and reassessment triggers\, and common challenges arising in acquisitions and development\n\n\n\n\n\nCredits and incentives opportunities\n\nIdentification of commonly available state and local incentives\, timing\, negotiation\, and transaction considerations to preserve and potentially increase benefits\n\n\n\n\n\n\n\n\nLearning objectives \n\n\n\nAnalyze state and local tax implications of data center transactions\, including the impact of recent legislative developments\, sales and use tax characterization and sourcing\, property tax classification and valuation issues\, and credits and incentives considerations. \n\n\n\nPanelists\n\n\n\n\nChristine Cagnina\, Managing Director\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\nKaela Munster\, Senior Manager\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\nEvan Purcell\, Senior Manager\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\nMichael Moore\, Partner\, Indirect Tax\, Ernst & Young LLP\n\n\n\nTrevor Hamilton\, Senior Manager\, Indirect Tax\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nAmy McLocklin\, Partner\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/navigating-emerging-state-tax-developments-and-transaction-trends/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260626T211326Z
CREATED:20260626T211316Z
LAST-MODIFIED:20260626T211326Z
UID:10011314-1785330000-1785333600@www.freelivecpe.com
SUMMARY:Engineering & Construction Webcast: Data Alignment\, ERP Modernization\, and AI Readiness
DESCRIPTION:Webcast overview\n\n\n\nJoin us on Wednesday\, July 29\, 2026\, from 1:00 p.m. to 2:00 p.m. ET for an Engineering & Construction (E&C) webcast.  \n\n\n\nAs infrastructure investment\, data-center growth\, and large-scale capital projects accelerate\, many organizations find legacy ERP systems and fragmented data hindering visibility\, agility\, and informed decision-making.  \n\n\n\nIn this session\, KPMG will discuss industry trends\, common pain points\, and best practices for establishing a robust ERP foundation\, improving data consistency\, and embedding AI readiness into your transformation strategy.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the key market trends fueling growth and investment across engineering\, construction\, and utilities\n\n\n\nRecognize the operational challenges posed by legacy systems and disconnected data environments\n\n\n\nExplain why a modernized ERP platform is critical for scaling operations and supporting strategic objectives\n\n\n\nDescribe how improved data consistency enhances forecasting\, planning\, and real-time decision-making\n\n\n\nArticulate the purpose and benefits of Phase 0 (early-stage) planning in large-scale transformation programs\n\n\n\nOutline the foundational requirements and emerging use cases for AI adoption in E&C and utilities organizations\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: CFOs\, CIOs\, CTOs\, CDOs\, COOs\, and senior leaders across finance\, IT\, FP&A\, and enterprise applications within Engineering & Construction and utilities organizationsField(s) of Study: Specialized Knowledge – 85The 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 H2NQR3FRPS9.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/engineering-construction-webcast-data-alignment-erp-modernization-and-ai-readiness/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260620T205815Z
CREATED:20260620T205808Z
LAST-MODIFIED:20260620T205815Z
UID:10011294-1785330000-1785333600@www.freelivecpe.com
SUMMARY:From Data to Decisions: Enhancing Financial Insight with Data\, Strategy\, and AI
DESCRIPTION:Event Overview\n\n\n\nNonprofit leaders face growing financial pressure — yet too often\, the data they need to act is scattered\, delayed\, or hard to interpret. This session explores how the evolution of data tools and practices is changing the way organizations turn financial information into clear\, timely insight. We’ll explore how the right combination of technology and strategy can remove decision bottlenecks and empower leadership to act with confidence.   \n\n\n\nWalk through a real-world nonprofit case study to see how aligning data\, governance\, and decision-making can drive faster\, clearer outcomes\, without unnecessary risk or experimentation. \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \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.RE.
URL:https://www.freelivecpe.com/event/from-data-to-decisions-enhancing-financial-insight-with-data-strategy-and-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260620T125424Z
CREATED:20260620T125419Z
LAST-MODIFIED:20260620T125424Z
UID:10011290-1785330000-1785333600@www.freelivecpe.com
SUMMARY:From awareness to action: increasing financial wellness\, employee engagement
DESCRIPTION:“Rewards that work” is an EY Tax webcast series exploring emerging trends shaping employee rewards\, wellbeing and workforce strategy. \n\n\n\nIn the second webcast\, panelists will examine how leading organizations can move from offering financial wellness programs to actively encouraging meaningful employee engagement. Despite growing investment in these programs\, many organizations struggle to translate availability into sustained participation and impact. When engagement is effectively activated\, organizations can realize measurable return on investment through improved retention\, increased productivity\, and greater utilization of employer-sponsored benefits. This webcast will explore: \n\n\n\n\nThe key drivers of awareness and why many programs fail to reach employees\n\n\n\nHow to embed financial wellness into moments that matter across the employee lifecycle\n\n\n\nLeading practices to sustain engagement through experience\, partnerships and ecosystem design\n\n\n\n\nDrawing on external research and real-world client experience\, we will introduce a practical framework to help organizations increase engagement across the full employee lifecycle\, from initial awareness to sustained usage. Panelists will highlight proven practical approaches that can be used within existing programs\, focusing on how to activate engagement\, not just enable it. \n\n\n\nThis session is designed for organizations looking to close the gap between program investment and employee outcomes. If you are a leader in HR\, Benefits/Total Rewards\, Tax\, Wellbeing\, Risk/Internal Audit\, or Payroll\, this session will provide practical insight into how to drive measurable impact from your financial wellness strategy. \n\n\n\nLearning objectives \n\n\n\nIdentify key drivers of awareness and engagement in employee financial wellness programs; recognize how organizations can embed financial guidance into critical decision points and moments that matter across the employee lifecycle; evaluate leading practices and operational levers that improve participation\, sustained engagement\, and overall program effectiveness. \n\n\n\nPanelists\n\n\n\n\nCinda Boyd\, Senior Manager\, EY Personal Finance\, Ernst & Young LLP\n\n\n\nVictor Rios\, Senior Manager\, EY Personal Finance\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/from-awareness-to-action-increasing-financial-wellness-employee-engagement/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T120000
DTEND;TZID=America/New_York:20260729T130000
DTSTAMP:20260627T125742Z
CREATED:20260627T125735Z
LAST-MODIFIED:20260627T125742Z
UID:10011316-1785326400-1785330000@www.freelivecpe.com
SUMMARY:Credit Quality & Red Flags for Deteriorating Loans
DESCRIPTION:Credit unions often recognize loan problems too late because early warning signs are subtle\, fragmented\, or misunderstood\, leading to reactive rather than proactive credit risk management. Join us for an informative presentation as we provide a practical overview of current credit quality and how to identify early warning signs of deterioration within a loan portfolio. We’ll explore the indicators that signal emerging borrower distress\, structural weaknesses\, or declining repayment capacity. In addition\, we’ll discuss how to recognize behavioral\, financial\, and collateral‑related red flags\, interpret financial trends that may forecast future problems\, and apply sound credit risk principles to help strengthen portfolio oversight. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDescribe how to assess credit quality using key financial\, operational\, and structural indicators.\n\n\n\nRecognize early red flags that signal potential loan deterioration.\n\n\n\nApply practical techniques for monitoring borrower performance.\n\n\n\nEmploy effective credit risk judgment to help identify and address potential emerging loan issues.\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 Specialized Knowledge 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/credit-quality-red-flags-for-deteriorating-loans/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T120000
DTEND;TZID=America/New_York:20260729T130000
DTSTAMP:20260621T131559Z
CREATED:20260621T131552Z
LAST-MODIFIED:20260621T131559Z
UID:10011307-1785326400-1785330000@www.freelivecpe.com
SUMMARY:PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative\, regulatory\, and business updates
DESCRIPTION:PwC’s Real Estate and Infrastructure Tax quarterly webcast: Key legislative\, regulatory\, and business updatesWednesday July 29th\, 12:00pm – 1:00pm ET \n\n\n\nOn July 29\, join members of PwC’s Real Estate and Infrastructure Tax\, Policy Services\, and Advisory practices as we discuss critical legislative\, regulatory and business issues impacting real estate and infrastructure owners\, investors\, and funds. Our leaders will share what you need to know about the latest federal and international tax regulations and policy shifts and key implications for SALT and deals strategy. \n\n\n\nIndividuals viewing the live webcast will receive 1.0 hour(s) of CPE credits. CPE certificates will be sent via email within four to six weeks from the webcast date. \n\n\n\nCPE Credits: 1.0Field of Study: TaxesKnowledge Level: IntermediatePrerequisites: None \n\n\n\nCourse Description: This webcast is designed to provide an update on tax\, legislative\, regulatory\, and business updates\, and current developments impacting real estate and infrastructure owners\, investors\, and funds. \n\n\n\nLearning Objectives: To understand some of the cutting-edge issues in taxation affecting the real estate and infrastructure industries. This webcast series is for real estate and infrastructure tax professionals\, focusing on legislative\, regulatory\, and tax technical updates.
URL:https://www.freelivecpe.com/event/pwcs-real-estate-and-infrastructure-tax-quarterly-webcast-key-legislative-regulatory-and-business-updates/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T130000
DTEND;TZID=America/New_York:20260728T140000
DTSTAMP:20260620T124837Z
CREATED:20260620T124832Z
LAST-MODIFIED:20260620T124837Z
UID:10011289-1785243600-1785247200@www.freelivecpe.com
SUMMARY:Business and trade policy at the Trump Administration’s midpoint
DESCRIPTION:Over the past 18 months\, continuing shifts in trade policy have required businesses to adapt their operating models to navigate these unpredictable times. Businesses continue to face tariff uncertainty in 2026 and beyond\, ranging from ongoing trade investigations under Section 232 of the Trade Expansion Act of 1962 and Section 301 of the Trade Act of 1974 and novel use of authorities such as Section 122 of the Trade Act of 1974\, to ongoing negotiations with trading partners\, such as the United States-Mexico-Canada Agreement (USMCA) joint review. The challenges of ongoing litigation related to various tariff authorities\, as well as the duty refund process of the International Emergency Economic Powers Act (IEEPA)\, have further complicated the landscape. \n\n\n\nJoin us to gain actionable insights to help shift from reacting to trade policy changes to proactively preparing your operations to navigate uncertainty. Discover practical approaches that can help you anticipate and address evolving challenges\, making supply chains more resilient and adaptable. Learn about the latest developments in tariff and trade policy and explore ways to strengthen your business so you’re prepared to thrive in an uncertain environment. \n\n\n\nTopics to be discussed include: \n\n\n\n\nAn overview of current trade policy: ongoing Section 232 and 301 investigations\, negotiations with trading partners (including the USMCA joint review)\, and current litigation challenging tariff authorities\n\n\n\nThe U.S. Customs and Border Protection (CBP) IEEPA duty refund process and its impact on businesses\n\n\n\nWays businesses may realize operating model advantages\n\n\n\nTrade enforcement trends across CBP\n\n\n\n\nLearning objectives \n\n\n\nIdentify current trade policy\, the impact of the duty refunds on the business and how to plan for future volatility. \n\n\n\nPanelists\n\n\n\n\nSameer Anand\, EY-Parthenon Americas Supply Chain Leader\n\n\n\nLynlee Brown\, EY Global Trade Partner and US Trade Advisory Leader\, Ernst & Young LLP\n\n\n\nBlake Harden\, Senior Trade Policy Leader\, Washington Council Ernst & Young\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nAl Paul\, EY Americas Operating Model Effectiveness Leader\, Partner\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfaxaffect your company’s financial situation\, determine how IRS changes could affect your organization. \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/business-and-trade-policy-at-the-trump-administrations-midpoint/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T110000
DTEND;TZID=America/New_York:20260728T120000
DTSTAMP:20260531T171953Z
CREATED:20260531T171949Z
LAST-MODIFIED:20260531T171953Z
UID:10011229-1785236400-1785240000@www.freelivecpe.com
SUMMARY:2026 Tax Break Summer Series
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters.   \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.  \n\n\n\nLearning objectives:      \n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.  \n\n\n\n\n\nIdentify current trends in state tax audits. \n\n\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/2026-tax-break-summer-series/2026-07-28/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260728T060000
DTEND;TZID=America/New_York:20260728T070000
DTSTAMP:20260627T132040Z
CREATED:20260627T132030Z
LAST-MODIFIED:20260627T132040Z
UID:10011322-1785218400-1785222000@www.freelivecpe.com
SUMMARY:Why AI governance is the foundation of secure MCP adoption
DESCRIPTION:Description: \n\n\n\nMCP (model context protocol) is rapidly emerging as the standard for connecting AI systems with enterprise data and business processes. However\, many organisations focus on technology before addressing a more fundamental challenge: governance readiness. \n\n\n\nSuccessful MCP adoption depends on more than secure architecture and technical controls. It requires clear ownership\, cross-functional accountability\, trusted data sources\, auditability\, and governance structures capable of supporting AI-enabled decision-making across the enterprise. \n\n\n\nThis session explores how organisations can move from fragmented governance ecosystems (where risk\, compliance\, audit\, legal\, quality\, and security operate in silos) toward a shared organisational context that enables responsible and scalable AI adoption. \n\n\n\nDrawing on practical governance experience and research into governance under uncertainty\, the session highlights common governance pitfalls that can undermine AI initiatives\, including accountability gaps\, siloed decision-making\, and symbolic governance practices. \n\n\n\nAttendees will leave with a practical framework for assessing governance readiness\, aligning key stakeholders\, and establishing the governance foundations that transform MCP from a technical implementation into a strategic business capability. \n\n\n\nLearning objectives:  \n\n\n\n\nAssess your organisation’s MCP-readiness across ownership\, accountability\, auditability\, and policy frameworks.\n\n\n\nIdentify governance fragmentation risks that can undermine AI-enabled decision-making and MCP initiatives.\n\n\n\nBuild a practical roadmap for creating shared organisational context and cross-functional governance alignment.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Management Services \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/why-ai-governance-is-the-foundation-of-secure-mcp-adoption/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T140000
DTEND;TZID=America/New_York:20260723T150000
DTSTAMP:20260627T165244Z
CREATED:20260627T165236Z
LAST-MODIFIED:20260627T165244Z
UID:10011324-1784815200-1784818800@www.freelivecpe.com
SUMMARY:AI readiness for public sector: Quick wins\, workforce considerations\, and guardrails
DESCRIPTION:Public sector leaders may recognize the potential of AI to modernize operations and improve constituent services\, yet many struggle to turn interest into meaningful results. As AI tools and expectations evolve faster than most organizations can plan\, leaders are left navigating fundamental questions: where to start\, how to move quickly without increasing risk\, and how to build trust while delivering real public value. \n\n\n\nIn this webinar\, our leaders will share a practical\, leadership-focused approach to moving from AI curiosity to action. The session focuses on identifying quick-win opportunities\, prioritizing use cases based on constituent and employee impact\, and understanding the data\, governance\, and workforce considerations required for responsible adoption. Rather than prescribing a one-size-fits-all roadmap\, this webinar provides clear frameworks\, real client examples\, and guiding questions to help public sector leaders make informed decisions today while setting a foundation for future progress. Attendees will leave with a clear “tomorrow plan” — immediate day-one actions to begin adopting AI thoughtfully\, balancing speed to value with transparency\, accountability\, and appropriate guardrails. \n\n\n\nLearning objectives:\n\n\n\n\nIdentify common barriers that keep public sector organizations stuck in AI “interest” rather than execution.\n\n\n\nExplore and prioritize quick-win AI opportunities using constituent outcomes and repeatable use cases — before major investments.\n\n\n\nExplain leadership responsibilities for responsible AI adoption\, including transparency\, accountability\, and change management.\n\n\n\nRecognize workforce and labor considerations leaders should address early when introducing AI-enabled change.\n\n\n\nApply a set of practical “tomorrow actions” to assess readiness\, reduce risk\, and start a safe first wave.\n\n\n\n\nThis session is designed for public sector-operating environments. Private sector organizations should register for our commercial-focused AI webinar\, which addresses different governance structures\, operating models\, and decision constraints.  \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/ai-readiness-for-public-sector-quick-wins-workforce-considerations-and-guardrails/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T140000
DTEND;TZID=America/New_York:20260723T150000
DTSTAMP:20260627T125505Z
CREATED:20260627T125049Z
LAST-MODIFIED:20260627T125505Z
UID:10011315-1784815200-1784818800@www.freelivecpe.com
SUMMARY:SOC & Audit: Using Third-Party Assurance Together
DESCRIPTION:Many organizations run System and Organization Controls (SOC) reporting and the financial statement audit as separate efforts\, creating duplicate work and unnecessary strain on internal teams. This session explores what changes when those engagements are coordinated under a single methodology and provider\, and where that coordination can create efficiencies. \n\n\n\nThe session also covers common blind spots in third-party assurance programs and practical ways to address them. Attendees will leave with a better understanding of how an integrated approach can help reduce compliance overhead and strengthen governance. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nIdentify the inefficiencies that arise when SOC reporting and the financial statement audit are managed separately.\n\n\n\nExamine and weigh the operational and cost benefits of coordinating assurance activities under a unified approach.\n\n\n\nRecognize common gaps in third-party assurance programs and apply practical frameworks for addressing them.\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 Information Technology 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/soc-audit-using-third-party-assurance-together/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T140000
DTEND;TZID=America/New_York:20260723T150000
DTSTAMP:20260626T210748Z
CREATED:20260626T210736Z
LAST-MODIFIED:20260626T210748Z
UID:10011312-1784815200-1784818800@www.freelivecpe.com
SUMMARY:What does the rise in agentic AI mean for Global Business Services?
DESCRIPTION:Key takeaways \n\n\n\nHistorically\, the mandate of Global Business Services (GBS) has been to centralize work\, drive standardization\, and maximize efficiency through automation and labor arbitrage. Agentic artificial intelligence (AI) is the next step change. It does not just speed the work\, it reorients the GBS operating model and the human roles within it\, from doing and transacting to overseeing and orchestrating. We’ll discuss: \n\n\n\nBarriers to adoption and potential solutions \n\n\n\nHow leaders should rethink their GBS organization in the age of agentic AI \n\n\n\nWhy GBS is the right partner to adopt and scale AI
URL:https://www.freelivecpe.com/event/what-does-the-rise-in-agentic-ai-mean-for-global-business-services/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T130000
DTEND;TZID=America/New_York:20260723T143000
DTSTAMP:20260531T140211Z
CREATED:20260531T140200Z
LAST-MODIFIED:20260531T140211Z
UID:10011218-1784811600-1784817000@www.freelivecpe.com
SUMMARY:Smarter Public Sector Auditing Through Automation
DESCRIPTION:Event details\n\n\n\nPublic sector internal auditors are under increasing pressure to deliver deeper insight\, stronger assurance\, and greater accountability while managing limited resources\, evolving compliance requirements\, and growing expectations for transparency. Intelligent automation is reshaping the internal audit function by reducing manual effort\, accelerating testing activities\, and enabling auditors to focus more time on risk analysis\, oversight\, and strategic value. \n\n\n\nIn this webinar\, we will explore practical ways automation can streamline time-intensive internal audit activities\, including extracting evidence from PDFs\, validating calculations\, reconciling supporting documentation\, comparing document versions\, and organizing work papers while maintaining clear audit trails and supporting professional judgment. Participants also will gain insight into governance\, security\, and quality considerations for adopting automation tools in government audit environments. \n\n\n\nAfter attending this session\, participants should be able to:\n\n\n\n\nReview Global Internal Audit Standards requirements related to engagement documentation\n\n\n\nDifferentiate rules-based automation from AI-enabled capabilities and identify how each can support audit efficiency and audit quality\n\n\n\nIdentify high-impact use cases for intelligent automation in public sector audits\n\n\n\nDemonstrate approaches for maintaining sufficient audit documentation that supports professional standards and audit conclusions when using automation\n\n\n\nEvaluate governance\, security\, and quality considerations associated with automation and AI-enabled tools in government audit environments\n\n\n\nDescribe key security and data-handling considerations for government environments\, including evaluating vendor assurances and determining when to use internal components for sensitive data\n\n\n\nIdentify quality control practices that help validate automation outputs through professional judgment and align documentation with applicable standards\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Basic \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Specialized knowledge \n\n\n\nThis session is recommended for 1.5 hours of CPE credit. \n\n\n\nNote: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/smarter-public-sector-auditing-through-automation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T130000
DTEND;TZID=America/New_York:20260723T141500
DTSTAMP:20260627T130628Z
CREATED:20260627T130621Z
LAST-MODIFIED:20260627T130628Z
UID:10011319-1784811600-1784816100@www.freelivecpe.com
SUMMARY:BorderCrossings with EY transfer pricing and tax professionals - July 2026
DESCRIPTION:The July BorderCrossings webcast will address the latest public consultation (2026 Consultation) draft from the Organisation for Economic Co-operation and Development (OECD) clarifying existing guidance on the pricing of intercompany services transactions\, which could cause companies to reevaluate the arm’s length nature of such transactions. As companies transition to high-value\, intangible-embedded services and other methods to allocate profits in an integrated business model\, they will need to assess whether the pricing of their intercompany service fees is aligned with this draft guidance. \n\n\n\nPanelists will discuss: \n\n\n\n\nThe ways in which the 2026 Consultation on “Revisions to Chapter VII of the OECD Transfer Pricing Guidelines for Multinational Enterprises and Tax Administrations” reinforces guidance issued in 2022 on the continued importance of documentation and allocation keys when pricing services\n\n\n\nThe differences in the 2026 Consultation from the 2022 Transfer Pricing Guidelines\n\n\n\nThe new examples in the 2026 Consultation highlighting the role of high-valued services where a cost-plus-based method may no longer apply\, including deference to Chapter VI guidance where intangibles may be embedded in services\n\n\n\n\nLearning objectives \n\n\n\nReview the OECD draft guidelines on service fees; analyze the similarities and differences from previous guidance; discuss new examples. \n\n\n\nPanelists\n\n\n\n\nRonald van den Brekel\, EY Global Transfer Pricing Market and Innovation Leader; Partner\, International Tax and Transaction Services\, EY Belastingadviseurs B.V.\n\n\n\nJonathan Thompson\, Principal\, Financial Services Transfer Pricing\, Ernst & Young LLP (US)\n\n\n\nBill Morgan\, Managing Director\, Transfer Pricing\, International Tax and Transaction Services\, Ernst & Young LLP (US)\n\n\n\n\nModerator\n\n\n\n\nSirsha Chatterjee\, Principal\, Transfer Pricing\, International Tax and Transaction Services\, Ernst & Young LLP (US)\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax. \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/bordercrossings-with-ey-transfer-pricing-and-tax-professionals-july-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T130000
DTEND;TZID=America/New_York:20260723T140000
DTSTAMP:20260620T231101Z
CREATED:20260620T231054Z
LAST-MODIFIED:20260620T231101Z
UID:10011297-1784811600-1784815200@www.freelivecpe.com
SUMMARY:1099 State Changes and Sales & Use Mid-Year Update
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nJoin us and discover proven methods for more efficiently meeting your State level 1099 and Sales and Use reporting and compliance requirements. In addition\, get updated on important changes in the law. With State level audits and penalties on the rise this is one of the most important topics your organization needs to address this year. \n\n\n\nMore and more states are partnering with the IRS to concentrate enforcement efforts on payments made by US organizations within individual states that are currently not being reported. This includes 1099 issues not commonly considered at the State level. Understand the basics of state reporting and explore best practices for determining your reporting requirements – including those brought about by recent changes in state information reporting laws. \n\n\n\nIn this update\, industry expert and corporate tax attorney Steven D. Mercatante Esq. takes a look at some of the more common problems related to state and local compliance while offering solutions and best-practices for addressing related reporting issues. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify state tax rules that your organization’s staff needs to understand\n\n\n\nReceive updates on recent State level 1099-NEC changes\n\n\n\nRecognize how to determine which states have jurisdiction over a given organization’s business operations\n\n\n\nCompare and contrast the combined federal state filing programs benefits and shortcomings\n\n\n\nRecognize how to analyze particular state 1099 reporting requirements in detail\n\n\n\nDescribe which states have sales & use reporting requirements that apply to your organization\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:TechnicalAccountingTaxesProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/1099-state-changes-and-sales-use-mid-year-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting,Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T120000
DTEND;TZID=America/New_York:20260723T133000
DTSTAMP:20260621T130838Z
CREATED:20260621T130832Z
LAST-MODIFIED:20260621T130838Z
UID:10011304-1784808000-1784813400@www.freelivecpe.com
SUMMARY:2026 State and Local Government Industry Update
DESCRIPTION:This complimentary session covers key trends affecting state and local governments\, including new regulations\, legislation\, public resources\, digital transformation\, and fraud\, waste\, and abuse. \n\n\n\nAt the end of this session\, you’ll be able to: \n\n\n\n\nIdentify current trends impacting state financial professionals and practices to address these trends\n\n\n\nIdentify upcoming GASB pronouncements and their potential impact on state and local government financial statements\n\n\n\nRecognize how economic conditions\, federal regulations\, and state-specific policies influence the financial operations and accounting practices of state and local governments\n\n\n\n\nWho should attend  \n\n\n\nThis session is designed for finance directors\, CFOs\, accounting and financial managers\, and other financial decision makers in governmental organizations. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com.  \n\n\n\nCPE\n\n\n\nRecommended CPE: 1.5 credits\, Accounting (Governmental)Prerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet BasedView CPE sponsorship information
URL:https://www.freelivecpe.com/event/2026-state-and-local-government-industry-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T110000
DTEND;TZID=America/New_York:20260723T120000
DTSTAMP:20260626T210541Z
CREATED:20260626T210528Z
LAST-MODIFIED:20260626T210541Z
UID:10011311-1784804400-1784808000@www.freelivecpe.com
SUMMARY:State tax developments for private wealth: What matters now
DESCRIPTION:Key takeaways \n\n\n\nState tax proposals are impacting the planning landscape for many high-net-worth individuals. This webcast will examine some of the latest developments and planning considerations arising from emerging wealth\, millionaire\, and surtax proposals. We’ll discuss: \n\n\n\nPotential multistate tax implications of legislative trends and proposals in 2026 \n\n\n\nThe status and outlook for the California Billionaire Tax Act\, New York’s Pied-à-Terre Tax\, Washington state’s Millionaires Tax\, and other state wealth tax proposals \n\n\n\nPlanning considerations related to residency\, charitable giving\, entity structures\, valuation\, and liquidity
URL:https://www.freelivecpe.com/event/state-tax-developments-for-private-wealth-what-matters-now/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T110000
DTEND;TZID=America/New_York:20260723T120000
DTSTAMP:20260620T123807Z
CREATED:20260620T123757Z
LAST-MODIFIED:20260620T123807Z
UID:10011288-1784804400-1784808000@www.freelivecpe.com
SUMMARY:Elevate Financial Reporting in Business Central With Solver
DESCRIPTION:Microsoft Dynamics 365 Business Central provides a strong financial foundation\, but as reporting needs grow\, many organizations look for more advanced analysis\, planning\, and insight. In this webinar\, we’ll explore how Solver’s AI-powered extended financial planning and analysis (xFP&A) enhances Business Central’s native reporting by adding powerful financial reporting\, budgeting\, forecasting\, and dashboard capabilities\, all within familiar Excel and web-based tools. \n\n\n\nJoin us to see how Dynamics 365 Business Central and Solver work together to help streamline financial reporting\, improve visibility into performance\, and support data-driven decision making. Whether you’re currently using Business Central or evaluating it as your enterprise resource planning (ERP) solution\, this session will help you understand how Solver can elevate your reporting and FP&A processes without adding complexity. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nRecognize the strengths and limitations of native financial reporting in Dynamics 365 Business Central and where Solver xFP&A adds value.\n\n\n\nExplain how Solver integrates with Business Central to deliver advanced reporting\, budgeting\, forecasting\, and real-time dashboards.\n\n\n\nIdentify practical use cases where combining Business Central and Solver helps improve accuracy\, efficiency\, and financial insight for finance teams and leadership.\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 Computer Software and Applications 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/elevate-financial-reporting-in-business-central-with-solver/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260722T140000
DTEND;TZID=America/New_York:20260722T150000
DTSTAMP:20260627T131843Z
CREATED:20260627T131836Z
LAST-MODIFIED:20260627T131843Z
UID:10011321-1784728800-1784732400@www.freelivecpe.com
SUMMARY:Agentic AI & autonomous workflows: New governance risks and guardrails
DESCRIPTION:Description: \n\n\n\nAgentic AI presents unique governance challenges. This webinar provides a practical model for where\, how\, and when to place guardrails across the agent lifecycle. We will dissect how autonomous workflows create new exposures — cascading errors across multi-step chains\, ambiguous accountability when an agent acts\, excessive or unintended permissions\, prompt and tool-poisoning attacks\, and the difficulty of reconstructing what an agent did and why. \n\n\n\nDrawing on emerging practice\, we will map these risks to concrete control placements: pre-action authorization gates\, scoped permissions and least-privilege tool access\, human-in-the-loop checkpoints calibrated to action severity\, behavioral monitoring and circuit breakers\, and audit-grade logging of agent reasoning and decisions. \n\n\n\nRather than treating agentic AI as either a novelty to ban or a black box to accept\, this session equips risk\, compliance\, and internal audit professionals with a structured way to evaluate autonomous workflows\, identify the control points that matter most\, and design proportionate guardrails that preserve the value of automation without surrendering oversight. Attendees will leave with a practical framework they can apply to agentic deployments already emerging in their organizations. \n\n\n\nLearning objectives:  \n\n\n\n\n Identify the principal governance risks unique to autonomous workflows\, including cascading and compounding errors\, permission and privilege escalation\, accountability gaps\, adversarial manipulation of tools and instructions\, and reduced explainability.\n\n\n\nMap control points across the agent lifecycle\, determining where guardrails belong — at planning\, authorization\, tool invocation\, action execution\, and post-action review — and why placement matters.\n\n\n\nDiscuss technical and procedural guardrails\, including least-privilege tool scoping\, pre-action approval gates\, behavioral monitoring\, kill-switches and circuit breakers\, and audit-grade logging of agent reasoning and decisions.\n\n\n\nEvaluate accountability and ownership structures\, applying the three-lines model to clarify who is responsible when an autonomous agent causes harm or error.\n\n\n\nAssess an agentic deployment in their own organization using a structured evaluation approach to surface gaps and prioritize guardrail investments.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Information Technology \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/agentic-ai-autonomous-workflows-new-governance-risks-and-guardrails/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T140000
DTEND;TZID=America/New_York:20260721T150000
DTSTAMP:20260627T165017Z
CREATED:20260627T165009Z
LAST-MODIFIED:20260627T165017Z
UID:10011323-1784642400-1784646000@www.freelivecpe.com
SUMMARY:Drive impact with AI: Practical first steps for business leaders
DESCRIPTION:Business leaders are actively exploring AI — but many struggle to decide where it fits\, what’s worth funding\, and what needs to be in place before scaling. Questions surface quickly: Which use cases improve planning accuracy or operational efficiency? What data gaps will limit results? Where does risk increase faster than value? \n\n\n\nThis webinar focuses on how business leaders are working through those questions today. Drawing on experience across private sector industries\, including manufacturing\, distribution\, construction\, healthcare\, and professional services\, our leaders will outline a practical approach to evaluating AI opportunities based on business impact and operational readiness\, not technical curiosity. \n\n\n\nRather than promoting a future-state vision\, this session helps leaders clarify what can be acted on now\, what needs further preparation\, and how to sequence AI investments over the coming weeks and months without creating downstream risk. \n\n\n\nLearning objectives:\n\n\n\n\nIdentify practical entry points where AI can address real business problems.\n\n\n\nApply a business-driven framework to evaluate and prioritize AI use cases.\n\n\n\nRecognize the foundational data\, governance\, and operating capabilities that support responsible AI adoption.\n\n\n\nUnderstand common AI-related data and governance risks and considerations.\n\n\n\nOutline near-term considerations and next steps to advance AI initiatives within their organization.\n\n\n\n\nThis session is designed for private sector-operating environments. Public sector organizations should register for our public sector-focused AI webinar\, which addresses different governance structures\, funding models\, and decision constraints. \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/drive-impact-with-ai-practical-first-steps-for-business-leaders/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T140000
DTEND;TZID=America/New_York:20260721T150000
DTSTAMP:20260613T143633Z
CREATED:20260613T143628Z
LAST-MODIFIED:20260613T143633Z
UID:10011262-1784642400-1784646000@www.freelivecpe.com
SUMMARY:Geopolitics\, inflation\, and the 2026 midyear outlook for private companies
DESCRIPTION:Key takeaways \n\n\n\nGeopolitical conflict\, rising inflation\, shifting trade policy\, and rapid technological change continue to reshape the private company landscape. Deloitte Private’s 2026 midyear economic update is designed exclusively for private company business leaders who want actionable strategies to stay ahead. We’ll discuss: \n\n\n\n\nLatest economic projections for 2026\, including trends in growth\, inflation\, trade\, and labor markets\n\n\n\nAnticipated implications of a new Federal Reserve chair and what a potential shift in monetary policy could mean for private companies\n\n\n\nEconomic impact of global geopolitical conflicts and what they mean for supply chains\, energy costs\, and capital
URL:https://www.freelivecpe.com/event/geopolitics-inflation-and-the-2026-midyear-outlook-for-private-companies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Economics
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T120000
DTEND;TZID=America/New_York:20260721T130000
DTSTAMP:20260613T150806Z
CREATED:20260613T150800Z
LAST-MODIFIED:20260613T150806Z
UID:10011267-1784635200-1784638800@www.freelivecpe.com
SUMMARY:Fighting AI with AI: evolving today’s SOC for tomorrow’s cyber threats
DESCRIPTION:AI-powered attacks are becoming more sophisticated and complex and moving at automated speeds that human monitoring and legacy cybersecurity software simply can’t match. At the same time\, organizations are rapidly embedding AI across enterprise operations\, increasing enterprise risk along with the surge in threat velocity. Now\, with frontier AI models promising vastly scaled capabilities beyond current models\, many security leaders are left wondering if they’re falling behind. \n\n\n\nIn this webcast\, leaders from the EY-CrowdStrike Alliance will explore the escalating challenges cybersecurity leaders face and how organizations can modernize their detection\, triage and response. \n\n\n\nLearning objectives \n\n\n\n\nRecognize how the current AI‑driven threat landscape is outpacing legacy defenses\n\n\n\nIdentify how agentic security operations centers (SOC) work\n\n\n\nExplore how companies are thinking about agentic SOCs and cybersecurity\n\n\n\nApply insights from real-world examples to prepare your organization’s security for the future\n\n\n\n\nModerator\n\n\n\n\nDenise Hucke\, Managing Director\, Technology Consulting Services\, Ernst & Young LLP\n\n\n\n\nPanelists\n\n\n\nClay Maddux\, Horizon Practice Director\, US Healthcare\, CrowdStrikenst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nDavid Cooper\, EY Americas Cybersecurity Strategy Activation Leader \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/fighting-ai-with-ai-evolving-todays-soc-for-tomorrows-cyber-threats/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology,Taxes
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