Free Live CPE Calendar

How Dealers Can Prepare for the 2025 Estate & Gift Tax Exemption Sunset
2024-08-28 11:00 - 12:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Presenters

Buddy Dearman, Troy Farmer, William Mustian, Tara Thomas

Now is the time for dealership groups across auto, machinery and equipment, and commercial truck niches to plan the next steps for their dealership. As the sunsetting of the 2025 estate and gift tax exemption draws nearer, dealers must understand the general legislation and the tax outcomes for different succession plans. Join Forvis Mazars for insights on what dealership groups should consider when planning their succession strategies and tax structures, along with the next steps involving OEMs, professional service organizations, and more.

Learning Objectives

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

Describe a high-level overview of the sunsetting of the estate and gift tax exemption and its importance.

Identify several strategies to consider during succession planning.

Explain basic tax outcomes, valuation considerations, and greater implications for succession plan strategies.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.

CMMC: How to confirm readiness
2024-08-28 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Proper preparation is paramount to the success of a Cybersecurity Maturity Model Certification (CMMC) assessment. How can you ensure you are ready? Join Baker Tilly CMMC professionals to review the planning required for success. We will share lessons learned from our experience helping organizations prepare for CMMC and the government 800-171 assessments performed by the Defense Industrial Base Cyber Assessment Center (DIBCAC), known as DIBCAC High.

We will discuss:

What to consider as you organize and prepare for your assessment

How to prepare to share information and anticipate questions from your assessment team

Who to include from your team to speak to the assessors

Tips to handle a disagreement with your assessor

Key learning objectives

After attending this webinar, participants will be able to:

Discuss the structure of a CMMC or DIBCAC High assessment

Explain necessary steps to prepare and be ready to engage with your assessor effectively

Describe documentation and evidence that an assessor is likely to require and how to anticipate and prepare

Discuss ways to handle disagreements with your assessor and leading approaches to make a convincing argument

Who should attend?

Government contractor CFO, CIOs, compliance and security officers, contracts executives and procurement professionals that need to be aware of CMMC and/or are assisting in the preparation for certification.

Presenters

Matt Gilbert, CMMC Provisional AssessorPrincipal, Baker Tilly

Jacob Stroupe, CISAManager, Baker Tilly

Information about CPE eligibility

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

A certificate of completion will be emailed to you four to six weeks after the event.

CPE credit: One (1) hour total credit  Level: Basic  Field of study: Specialized KnowledgeCPE host: Mehtab Virk

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker 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.

OECD Pillar Two Reporting: Navigating Developments & What's Next
2024-08-28 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join us as we dissect the developments and explore the landscape that lies ahead for the Organisation for Economic Co-operation and Development (OECD) Pillar Two reporting. This session is designed to equip you with the knowledge and insights necessary to navigate the intricate transition from safe harbor to operationalizing returns. We’ll discuss:

OECD Pillar Two developments

Analysis and transition from safe harbor to Global Anti-Base Erosion (GloBE) income and its implications

Integrating Pillar Two across systems and processes

Building a firm that supports the life you want to live
2024-08-28 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
It is easier than ever to passively take new clients, randomly add new services, and drift into a firm that you would have never intentionally built. Get inspired to simplify your business model and start building a firm that supports your life instead of consumes it. Get the proven formula that has worked for firms all over the country as they look to simplify and get the most out of their work and their lives. Recognize the importance of deepening client relationships.

Recognize the difference between running your firm as a business and running it as an entrepreneur.

Analyze your product offering and make sure everything you do is in your “sweet spot.”

Curate your client list and ensure that everyone you serve is an ideal client.

Remove the friction from the processes and technologies that you use to run your firm.

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Personnel/Human Resources – Non-technical

Prerequisites: None

This course is approved for 1 CPE credit.

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

NASBA Approved. Sponsor # 103021.PE credit.1.

Quarterly Bank Tax Update
2024-08-28 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Join the TaxWatch Banking Update webcast series by registering below. We will explore key issues impacting bank tax departments with specific topics to be finalized closer to the event.

Energy Institute 2024 Statistical Review of World Energy
2024-08-29 10:00 - 11:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

KPMG is proud to be working in association with the Energy Institute on the 2024 Statistical Review of World Energy, the go-to source of energy data globally. The Review, produced by the Energy Institute, has been providing timely, comprehensive, and objective data to the energy community since 1952. We invite you to join Dr. Nick Wayth, Chief Executive at the Energy Institute, and Angie Gildea, Energy, Natural Resources & Chemicals U.S. Sector Lead at KPMG, on August 29th for a deep dive into the findings of the 2024 Statistical Review of World Energy.

Scaling decarbonization in the energy sector
2024-08-29 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The global energy transition is a complex challenge, yet it can also be an opportunity to reshape our energy systems and forge a path toward a more sustainable future. How can energy companies effectively scale their decarbonization initiatives and recognize value in the process to achieve net-zero emissions by 2050? We’ll discuss:

Evaluating challenges of decarbonization and addressing complex decisions energy companies face

Considerations for analyzing decarbonization solutions in energy companies by examining real-world case studies

Collaboration and coordinated action in risk mitigation to effectively scale solutions

Subrecipient Monitoring: The What, Where, When, and Why
2024-08-29 13:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

In this webinar, we will cover the basics of subrecipient monitoring requirements. We will also discuss best practices, recommendations, and common examples of how to carry out effective subrecipient monitoring.

Unveiling the Power of Strategic Cash Management
2024-08-29 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Join this upcoming webcast hosted by KPMG.

You will:

Help a leader baseline their organization’s level of maturity, and learn how to get started.

Explore the relationship between sustainable growth, cash optimization, and enterprise performance management.

Uncover powerful strategies to optimize operating cash flow and harness its potential as a catalyst for driving business growth.

Discover leading practices for managing return on invested capital, improving liquidity, and driving overall financial performance.

Learn how others are leveraging automation, analytics, and AI to realize value across end-to-end cash management processes.

Defending Against Cyber Supply Chain Risk in an Interconnected World
2024-08-29 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Description:

The network perimeter can no longer protect you. Critical data is proliferating outside of organizational visibility and control at an accelerating rate — aided by important technological innovations from cloud transformation and the SaaS revolution to the explosion of emerging technologies like AI. Protecting data in this increasingly interconnected world requires new collaborative strategies and a renewed emphasis on key controls such as third-party risk management, data governance, data security, access control, and continuous monitoring. Discover the connected risk strategies enabling cyber leaders to partner with internal and external partners to succeed against this important emerging risk.

Learning Objectives:

Identify the trends making supply chain the fastest growing emerging cyber risk category.

Learn how to galvanize your internal and external peers to develop partnerships and shared responsibility for cyber supply chain risks.

Design and implement effective key controls to mitigate cyber supply chain risks.

CPE Credit(s): 1

Field of Study: Information Technology

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

Schools Finance Power Hour: Building strong construction fund investments, audit files and arbitrage compliance
2024-08-30 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Issuing bonds for school-related projects can be a lengthy and complicated process. Once you receive the proceeds, it’s important to have a solid management plan in place. This includes strategies for maximizing interest earnings, as those funds can be vital for covering project-related expenses. In this edition of the Schools Finance Power Hour, Jay Staley and Matt Bubness will be joined by auditors John Compton and John Taylor, investment specialist Jeff Messer and arbitrage compliance specialist Christina Cromer. They will share effective strategies for investing your school district’s bond proceeds and best practices for ensuring compliance and arbitrage regulations.

Learning objectives

After joining this webinar, participants will leave with…

The fundamentals and best practices for audit file creation of construction funds.

Insights into effective investment approaches for construction funds, ensuring optimal use of bond proceeds.

Leave with strategies for navigating and complying with arbitrage regulations, minimizing risks and ensuring adherence to legal requirement.

Hosts

Jay Staley, Ed.D., Director

Matt Bubness, Director

Presenters

John Compton CPA, Principal

Christina Cromer, CPA, Director

Jeff Messer, Director

John Taylor, Sr. Manager

Who should attend

Directors of finance, chief financial officers (CFOs), business managers, superintendents, directors of facilities

The rising influence of ESG in mergers and acquisitions
2024-09-04 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Organizations are on an environmental, social, and governance (ESG) journey, learning how to understand and act on a set of variables that have emerged as increasingly significant in recent years. This affects M&A strategy and execution as much as any other area of strategy or operations, but the influence on M&A is distinct. We’ll discuss:

Advancements in tools and methodologies for measuring ESG commitments and accomplishments

Factoring ESG considerations alongside other post-merger integration workstreams

Leveraging M&A activity to help organizations better understand and achieve their own ESG goals

Facing the TCJA Sunset: Crucial Changes for You and Your Manufacturing Business
2024-09-04 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Details

1 CPE Credit in Taxes

Attend this webinar to:

Identify major business provision sunsetting that would not only widen the tax base, but also increase the tax rate for manufacturers AI applications in manufacturing, this webinar will offer valuable insights to improve your field service operations.

Analyze potential outcomes in the Senate/House after the elections, including Harris and Trump’s tax plans

Identify current provisions of the TCJA surrounding estate, trust and gift tax that are significant and time-sensitive

Beyond Survival: Strategic Initiatives for Health Systems
2024-09-04 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

Join us for a webinar which will discuss the distinctive challenges faced by health systems and provide comprehensive and actionable insights into strategic initiatives that go beyond mere survival, fostering sustainable growth and excellence.

Discover How Tax Credits Can Finance New Technologies and Operational Sustainability
2024-09-05 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for a webcast in the Sustainable Finance Services Webcast Series.

Financing the clean energy transition requires access to capital markets that understand the risk profile and can service the full spectrum of sustainable clean energy projects. For project developers, buyers, sellers, and organizations looking to generate clean energy for their own operations, capital markets are often difficult to navigate. While large-scale projects are frequently funded, small-to mid-scale projects can face significant barriers to entry.

Join this interactive webcast to understand how tax credit eligibility and monetization support the clean energy transition and help drives operational sustainability.

How to Create Inclusive Boards and Committees
2024-09-05 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for our webcast, How to Create Inclusive Boards and Committees. We’ll delve into practical strategies to improve board governance and foster an environment where diverse perspectives can thrive in your organization.

Participants will gain insight into how to drive lasting positive impact and contribute to the development of more equitable and effective governance systems.

Accounting Co-Sourcing: What Does It Mean and When Is It the Right Solution for Your Business?
2024-09-05 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Accounting Co-Sourcing: What Does It Mean and When Is It the Right Solution for Your Business?

Date: Thursday, September 5, 2024 at 1 – 2 P.M. ET

What exactly is accounting co-sourcing? How is it different from outsourcing? During this CPE webinar, we will explore the differences and dive into how co-sourcing can benefit accounting departments of various sizes and when a co-sourcing model is an appropriate solution over outsourcing.

Learning Objectives:

Understand the definition of accounting co-sourcing

Identify specific areas or projects where co-sourcing is appropriate

Determine the right accounting solution model to support your organization’s finance and accounting functions

The Value of Purpose-Built Software for Transformative Business Transactions
2024-09-05 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Description:

With an emphasis on maximizing efficiency and effectiveness, this webinar will empower participants with an understanding of the importance of a purpose-built tool given the implications of SOX readiness for initial public offerings (IPO), acquisitions, and divestitures. By focusing on these specific business transactions, the topics discussed will help participants navigate complex regulatory requirements and ensure compliance with SOX guidelines.

Learning Objectives:

Describe the implications of SOX for IPOs, key SOX requirements, effective controls, and compliance mechanisms.

Explain strategies for assessing SOX readiness for acquisitions, including the impact of SOX on corporate governance and financial reporting, the assessment of internal controls and compliance processes, and the implementation of effective SOX compliance programs.

Define SOX’s implications for divestitures and understand the impact on controls and compliance and to develop strategies to address SOX challenges during divestiture transactions.

CPE Credit(s): 1

Field of Study: Auditing

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

Becoming a Best Firm to Work For
2024-09-05 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
All eyes are on accounting’s talent pipeline, and yet some firms manage to find new recruits to staff their engagements, and retain top talent to keep their practices going into the next generation. How they manage it — the best practices, management strategies, must-have benefits, compensation levels, cultural norms and more — is of critical interest to the profession as a whole, and this session will bring together leaders from three of Accounting Today’s 2024 Best Firms to Work For dive into what it takes to become a workplace of choice in the accounting profession.

Among the topics they’ll cover are:

Where to find top talent

The non-hiring solutions they’re employing

What employees value in their workplace

The benefits staff members can’t live without

How leading firms are adjusting to a changing workforce

PLUS: Accounting Today unveils the rankings of its 2024 Best Firms to Work For list, revealing which small, midsized and large firms are the top workplaces in accounting.

CPE Credit InformationSubject Area: Business Management & OrganizationCourse Level: OverviewInstructional Method: Group Internet BasedPrerequisites: NoneAdvanced Preparation: None

A Focus on Cybersecurity and GenAI in Travel, Leisure & Hospitality
2024-09-09 15:00 - 16:00 | NY
Webcast overview

For the Travel, Leisure & Hospitality industry, the cyber threat landscape continues to evolve with rapid adoption of technology and attackers becoming more sophisticated with leveraging artificial intelligence (AI).

Join KPMG LLP (KPMG) and Microsoft for a discussion on the current technology trends in the industry and considerations to mitigate against cyber threats. We will also discuss how organizations can leverage Generative AI (GenAI) to protect their businesses while enhancing the customer experience.oups

NetSuite Essentials: Building a Strong Foundation
2024-09-10 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for an informative webinar where we’ll highlight the core aspects of NetSuite, a leading cloud-based enterprise resource planning (ERP) system. Discover the suite of applications within NetSuite, including accounting, order processing, inventory management, production, and supply chain operations. Whether you’re new to NetSuite or seeking to deepen your ERP knowledge, this session will equip you with useful information to help enhance your business operations. Don’t miss this opportunity to strengthen your NetSuite knowledge. Register now!

Learning Objectives

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

Identify key features, best practices, and practical implementation strategies.

Explain how NetSuite’s unified database can provide real-time visibility and control over critical business data.

Describe automation opportunities to streamline routine tasks, improve accuracy, and free up resources for strategic initiatives.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.Fields of Study

Who’s This For

Finance, operations, and supply chain professionals; accountants; controllers; business analysts; anyone interested in learning more about NetSuite.

Prerequisites

None

Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.

Refund Policy

There is no fee associated with this event.

Program Level

Basic

Recommended Field of Study

Computer Software and Applications

Advanced Preparation

None

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.Forvis Mazars, 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.ay be awarded upon verification of participant attendance, during live broadcast.

New 1% Excise Tax on Repurchases of Corporate Stock
2024-09-10 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The Inflation Reduction Act (IRA) enacted on August 16, 2022, created a new corporate excise tax on stock repurchases for taxable years beginning after December 31, 2022. The excise tax under the new Section 4501 of the Internal Revenue Code is a 1% tax imposed on the fair market value of stock redeemed during the taxable year, net of the fair value of stock issued.

On December 27, 2022, the Treasury Department and the Internal Revenue Service issued interim guidance on the stock excise tax. And subsequently on April 9, 2024, the Treasury Department and the IRS issued proposed regulations proving guidance on the application and reporting of the corporate excise tax on stock repurchases by some publicly traded corporations.

Overtime and Time Rounding Laws Have Changed: What CPAs must know to prepare their clients
2024-09-10 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
With recent changes to FLSA, and more specifically overtime rules and litigation on employee time rounding heating up, are you confident that your client’s organization is prepared for its changing wage and hour compliance needs?

Not only are these and other wage and hour laws everchanging and complex, but the risks associated with litigation, settlements and penalties can be financially crippling.

Don’t miss out on this opportunity to hear legal insights and best practices from ADP Counsel to inform your compliance strategy.

By the end of this webinar, you will be able to:

Demonstrate an understanding on the latest updates to FLSA and litigation related to time rounding

Apply practical strategies for creating a culture of wage and hour compliance in your clients’ organization

Recognize recent law changes, so that your clients can avoid unnecessary and costly legal risks and penalties

Pending 1 CPE Creditt.1.

Final Stretch to CMMC Compliance for Manufacturing and Distribution Companies
2024-09-10 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The Details

The Department of Defense is finalizing its plans to start incorporating Cybersecurity Maturity Model Certification (CMMC) requirements into its procurement process and contracts, but many M&D contractors may still be uncertain where to begin.

Regardless of your company’s current standing, understanding next steps is vital for timely readiness. Join our webinar, where we’ll talk through the essential actions needed to navigate the CMMC landscape effectively.

The webinar will cover:

The latest CMMC timeline and what M&D companies need to complete by when

How to chart a course towards CMMC compliance

An overview of the different CMMC levels and what they mean for your business

Advice from the panelists on enhancing your cybersecurity posture in line with CMMC requirements

Live webinar participants are anticipated to qualify for 1 CPE credit in the Information Technology field of study.

Consolidation - Hot topics
2024-09-10 14:00 - 15:00 | NY
Webcast overview

Specialists from our Department of Professional Practice explore hot topics related to evaluating legal entities for consolidation. They will cover the analysis of corporations versus partnerships, challenges when determining a variable interest entity’s (VIE) primary beneficiary, and other consolidation assessment practical complexities.

Applicability

All companies

Event contents

Application complexities observed in recent transaction trendsponding to live check-ins. Since the content for the September 17 and 18 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Determining whether a legal entity is a corporation or partnership and the effects thereof

Identifying the primary beneficiary when multiple parties have decision-making rights

Assessing consolidation in related party groups

Tax Readiness: Proposed dual consolidated loss regulations include major changes
2024-09-10 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
This webcast will cover key accounting and financial reporting considerations as companies close out the quarter.

If you are not able to join our webcast on September 18, register for another session on September 24 or September 26.

Presenters:Heather Horn, National office Thought Leader

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the September 18, September 24, and September 26 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Surviving the Storm: Navigating Resilience in an Era of Climate Change
2024-09-10 15:00 - 16:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The escalating severity and frequency of catastrophic weather events due to climate change are putting businesses at unprecedented risk. To stay ahead, it’s essential to be aware of both short and long-term climate projections, understand their impact across various sectors, and explore the best options for insurance and resilience.

Join us for the kickoff of our dynamic three-part series, where we will dive deep into how the climate crisis is reshaping industries. Discover the business implications presented by climate change, learn how to adapt and mitigate current and emerging risks, and explore how insurance companies are responding to climate-related challenges. We’ll also discuss the rising costs of coverage and share strategies to boost resilience and insurability.

Don’t miss out on this chance to gain crucial insights and future-proof your organization. Register now to secure your spot and stay ahead in the ever-evolving landscape of climate change and risk management.

Tax Planning for 2025 and Beyond: A Review of Expiring TCJA Tax Provisions and the Overturning of Chevron Deference
2024-09-11 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Register for the next webcast in the 2024 Tax Strategist Webcast Series.

Join us as a panel of BDO professionals discuss the provisions of the Tax Cuts and Jobs Act that are scheduled to expire at the end of 2025. The panel will also provide insights on the potential impact of overturning Chevron deference for taxpayers and the government.

CPE Informationremove

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Learning Objectives:

Analyze the significant TCJA tax provisions that are expiring at the end of 2025.

Assess the options available to Congress to close the expected tax gap.

Evaluate what the overturning of Chevron deference may mean to taxpayers and the government.

BDO USA, P.C., 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

Internal Audit's Role in Navigating Cloud Concentration Risks
2024-09-11 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event description

The risk associated with cloud concentration and mismanagement looms large, with potentially devastating consequences for organizations. As cloud platforms become integral to business operations, companies are transitioning from viewing cloud security as a best practice to prioritizing resiliency. This shift aims to protect financial stability, ensure compliance, and safeguard reputation. In this critical landscape of evolving cloud risks and regulatory demands, the role of an independent Internal Audit takes center stage to ensure an organization becomes resilient to emerging risks.

Join us as we discuss how internal audit can assess and inform the audit committee and the board on the adequacy of your organization’s cloud resiliency processes and controls in alignment with the changing risk landscape.

The discussion will cover:

Creating cloud audits which evaluate how your organization is adapting to evolving regulatory requirements and managing emerging risks.

Examples of how cloud programs can be enhanced by combining technical cloud management techniques with risk-based control frameworks.

Leading practices internal auditors can consider in their audit plans to evaluate their organization’s cloud exit strategy and resilience against cloud service disruptions.

The cross-industry shift from program audits to cloud security tool effectiveness testing to improve resilience against cloud concentration risks.

In the event of a cloud service disruption, what is internal audit’s role in the post incident analysis process and the evaluation of management’s corrective action plans.

Date and time

Wednesday, September 11, 2024

1:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Explain how to adapt and respond to evolving regulatory requirements and emerging risks

Identify risk mitigation strategies to manage operational risks and build operational resiliency

Define IA’s role with enhanced cloud audits focusing on governance and exit strategies

Recognize industry audit trends in evaluating organization’s cloud exit strategy and resilience against cloud service disruptions

Apply leading practices and considerations to improve resilience against cloud concentration risks.

Act Now to Utilize the Current Estate & Gift Tax Exemption
2024-09-12 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
The currently available estate and gift tax exemption is due to sunset after 2025, and not taking steps to consider whether using the exemption while available may mean missing out not only on potential savings, but also on a chance to preserve your family legacy.

Business owners should also contemplate coordinating the exemption with their business exit or succession planning. Because of the time needed to develop and implement recommendations, waiting until 2025 may prohibit using the exemption before it sunsets. Join us for an informative webinar and learn how Forvis Mazars Private Client can help!

Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP.

Learning Objectives

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

Explain the current estate and gift tax exemption as it is today and provide an overview of what the exemption levels will be after the sunset.

Describe the impact on business exit and succession planning for business owners considering taking advantage of the high exemption.

Discuss the ways Forvis Mazars Private Client can help you consider where you stand today and provide a road map to help you achieve your financial goals.

CPE Information

1.00 CPE Credit (pending approval)

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