Webcast overview The session explores the transformative shift in how finance professionals will operate, derive insights, and drive strategic initiatives in the future, facilitated by artificial intelligence (AI). It highlights the transition from traditional finance models to an AI-enabled Finance Operating Model, emphasizing AI's role in automating and optimizing end-to-end financial processes. The discussion focuses...
Event overview Managing finances across multiple health care office locations can be complex and time-consuming. Without the right tools, tracking expenses, allocating overhead and analyzing performance becomes a challenge. In this one-hour webinar, learn how Sage Intacct streamlines financial management with dynamic dimensions, automated data syncing and powerful reporting capabilities. Gain real-time insights into expenses,...
Join Forvis Mazars for an informative webinar as we provide an overview of Basel Committee on Banking Supervision (BCBS) 239 principles. This webinar, the second in our three-part series, will highlight key challenges and topics to consider when approaching internal audit activities associated with effective risk data aggregation and risk reporting (RDARR). During the session,...
Webcast overview As the business world grapples with increasing volatility, economic uncertainty, cyber threats, and other evolving risks, executives are confronting with unprecedented challenges. Managing risk is crucial, but building resilience is essential. What does it take? The recent KPMG Risk and Resilience Survey highlights a critical gap: While companies recognize the need for better risk...
Webcast overview In early 2024, we examined the evolution of the IRS Global High Wealth Industry Group, the IRS’s renewed focus on audits of high-income and high-wealth (HIHW) individuals, and identified issues one might expect to confront in an HIHW audit. Much has changed since then, raising many questions, including whether the IRS will continue...
Webcast overview We invite you to join us for an insightful discussion following the first 100 days of the new administration. Greg Williams, line of business leader for KPMG Asset Management & Private Equity, and John Gimigliano, principal in charge of Federal Legislative & Regulatory Services in Washington National Tax, will delve into the legislative, global, and...
For employee benefit plan audits, it is important to note what “good” governance should look like. ESOPs have grown in popularity, and it is essential to have the understanding to enable proper compliance and reporting. In this webinar from Forvis Mazars, we’ll share recommended steps to help you follow the standards and have a successful...
Every technology implementation faces hidden risks — and too often, state and local tax (SALT) is an afterthought. Left out until it's too late, SALT issues can quickly snowball into compliance gaps, costly project delays, client frustration, and rework that eats away at margins. In this CPE-eligible webinar, industry leaders from Wipfli, Vertex, and CPA.com...
Join us for our webcast, Mark-to-Market Instruments on your Balance Sheet. We’ll discuss the different categories on your balance sheet that need to be marked to market and briefly get into the GAAP guidance. We’ll also provide an overview of the common instruments we have seen in the energy industry that might require a one-time or...
Event overview In January 2025, the Institutional Limited Partners Association (ILPA) introduced an updated reporting template and a new performance template to streamline reporting, standardize data, improve transparency and enhance comparability in private fund reporting. These updates offer guidance into the changes and additions in the new ILPA reporting and performance templates, providing clarity on...
