About this Event: AI can be a game changer for the CFO and their team—but only if they can get their AI investments approved and can demonstrate tangible ROI. Achieving that requires a strong, strategic partnership with the CIO.In this webinar, futurist and author Crystal Washington joins Workiva CIO Kim Huffman to explore how CFOs...
As firms continue to refine their risk assessment, monitoring, and remediation processes, expectations around how monitoring is designed and executed are evolving. This intermediate-level session provides a practical look at what firms should be watching for, how anticipated changes may affect monitoring activities, and how to translate those insights into a workable monitoring and remediation...
The Details Residency rules vary by state and can be complex. With states increasing audit scrutiny, it’s essential to understand the myriad state residency considerations, including how domicile and statutory residency are determined and how to plan accordingly. This webinar will provide actionable guidance for individuals and advisors navigating these challenges, as well as anyone...
Webcast overview As 2026 begins, tariffs continue to be top of mind for business leaders even as uncertainty surrounding them persists. While there has always been an interdependent relationship between transfer prices and tariffs, the dramatic increase in some tariff rates has made it essential for tariffs to be considered when performing transfer pricing planning,...
Description: This session presents findings from The State of Internal Audit with SOX Responsibilities benchmarking study, which analyzes 125 data points across internal audit, SOX compliance, and connected risk activities. Drawing on responses from a broad range of industries and team sizes, the report identifies five key themes that distinguish high-performing internal audit functions from...
What if you could anticipate challenges with data before they surface and turn complexity into clarity? Finance, IT, and operations leaders are redefining what’s possible by harnessing AI-powered extended financial planning and analysis (xFP&A). In this insightful session, we’ll cover real-world strategies for breaking down silos, accelerating innovation, and making decisions that drive meaningful impact....
We’re heading into a pivotal year for digital asset funds, which means it’s time to lock in your strategy now. Market expectations are rising. Operational demands are increasing. Investor scrutiny is sharpening. For emerging managers, decisions around structure, reporting, and administration matter more than ever. Join the CBIZ Alternative Investment Group’s Emerging Managers Series on...
Webcast overview KPMG professionals break down the latest from the SEC and highlights from the AICPA Conference on Current SEC and PCAOB Developments. Gain insights into key SEC priorities to stay informed – including what to expect in 2026. Applicability Event contents *CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of...
Please join our panel of professionals for our webcast – a timely discussion of recent health industry trends.
Description In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2...
