Free Live CPE Calendar

Equity method investments refresher
2025-11-04 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Back by popular demand, our KPMG professionals provide reminders on the basics and discuss the complexities of accounting for equity method investments.

Applicability

All companies

Event contents

The webcast will feature:

Equity method accounting refreshers

Transactions impacting an equity method investment and changes in an investor’s level of influence

*CPE Credit: If you attended our May 14 session and received CPE, you will be ineligible to receive additional CPE for the November 4 session.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code ZSN3C58TSWC.

Accelerating Artificial Intelligence in the Private Equity Ecosystem
2025-11-04 12:00 - 13:00
Webcast overview

We are excited to invite you to our upcoming webcast, “Accelerating Artificial Intelligence in the Private Equity Ecosystem,” where we will delve into innovative applications of generative AI for the private (PE) equity sector. This event is specifically designed for CFOs, Controllers, and other senior-level financial executives working within PE funds.Agenda and Speakers

Introduction to AI for Private Equity: An overview of the current landscape and the potential of AI in the private equity industry. Presented by Philip Wong, Principal, Advisory, Technology Industry, KPMG Strategy.

Operational Considerations for Funds Leveraging AI: Practical aspects and operational challenges of integrating AI into private equity funds. Presented by Matthew Clark, Advisory Managing Director, C&O Financial Services, KPMG

AI from a Microsoft Perspective: Insights on the latest AI technologies and their applications. Presented by Cherie R. Gartner, Principal, Global Lead Partner for Microsoft, KPMG U.S.

Q&A Session: Engage with our experts and get your questions answered. Moderator: Camille Asaro, Partner, Audit, KPMG U.S.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code PKNHVXGN3HQ.

Enhanced Tax Credits under the Inflation Reduction Act
2025-11-04 13:00 - 14:00
A Deep Dive into Prevailing Wage & Apprenticeship Requirements & Best Practices for Compliance.

The Inflation Reduction Act of 2022 offers enhanced tax credits for certain clean energy projects. Most of these enhanced tax credits require compliance with prevailing wages and apprenticeship requirements. Failure to comply can result in the loss of these enhanced tax credits and/or penalties.

Join BDO Government Contracting leaders and attorneys to learn, or cement your learning, on key compliance requirements, lessons learned (the good, the bad and the ugly), and best practices along with practical advice and tools for creating and maintaining a compliance infrastructure. Whether you are a taxpayer, a prime contractor, or subcontractor on IRA PW/PWA projects, this webcast is for you.

1.0 CPE Credit in the field of Specialized Knowledge.

Learning Objectives

Discuss key requirements of the Prevailing Wages and Apprenticeship Requirements.

Review which IRA tax credits provide for enhanced tax credits with Prevailing Wages and Apprenticeship requirements, and which require only Prevailing Wages Requirements.

Examine best practices and tools for building and maintaining a compliance infrastructure.

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

AI is here—is your family office prepared?
2025-11-04 13:00 - 14:00
Event overview

Preparing for AI with confidence

Artificial intelligence is already reshaping how family offices operate—from accounting and bill pay to investment reporting and document management. This webinar will help you assess your readiness, understand governance implications and build a strategy for responsible AI adoption that aligns with your family’s values.

Powering Performance: Key Considerations to Drive International Growth
2025-11-04 13:00 - 14:00
CPE Credit: 1 hour for CPAs

If your organization is considering international expansion or is already operating in multiple countries, can you answer these key questions: how do you find top international talent? How will you optimize your workforce costs without compromising growth? How will your organization stay compliant? Let’s answer these questions to help you manage these growing pains.

With insights from leading experts on international expansion, discover how an Employer of Record (EOR) and integrated HR and payroll system can position you for success by helping mitigate international employer risks while providing valuable workforce insights to enhance your decision making.

Join us for this insightful session to discover how to:

Avoid common talent acquisition pitfalls when expanding internationally

Enhance your decision-making with full visibility to your international workforce

Mitigate compliance risk in new markets

Accelerate outcomes and effectively position your business for success

Join us today!

Pending approval for 1 SHRM, HRCI & NASBA credit hour

Rethinking Internal Audit with AI
2025-11-04 13:00 - 14:00
Internal audit is entering a new era; one where artificial intelligence enhances auditor capabilities without replacing the human judgment that defines the profession. In this timely webinar, we’ll explore how AI is transforming audit delivery, talent models, and stakeholder engagement. Drawing from Protiviti’s latest whitepaper, The Next Phase: AI and Human Collaboration Powering Internal Audit Transformation, we will share practical use cases, emerging technologies, and strategies for integrating AI while keeping people at the center. Whether you’re exploring AI adoption or scaling innovation, this session will help you understand how to integrate AI and other emerging technologies across your audit function.

Learning Objectives:

Explore how AI empowers internal audit as a strategic enabler, driving urgent adoption, elevating talent, and accelerating upskilling.

Discover practical applications of AI across the audit lifecycle, from planning to reporting and stakeholder engagement.

Examine the role of agentic AI in internal audit, acknowledging the human oversight and skills essential to enabling a successful AI-powered function.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Auditing. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

New Tax Legislation: Key Considerations for Building Owners and the Construction & Real Estate Industry
2025-11-04 13:00 - 14:30
Event Overview

The One Big Beautiful Bill Act (OB3) introduces transformative tax provisions that directly impact the construction and real estate sectors. This legislation presents new opportunities to enhance project cash flow, accelerate ROI, and optimize long-term tax planning.

This industry-focused webinar will explore how the restoration of 100% bonus depreciation, expanded Section 179 expensing, energy incentives, the introduction of Qualified Production Property (QPP), and the Opportunity Zone tax incentive program can be strategically applied to real estate developments, construction projects, and property improvements. Many of these changes can be combined with State & Local Credits to support businesses with expansion and growth objectives in the coming years. We’ll also cover enhancements to the childcare facility credit, which may benefit firms investing in workforce infrastructure.

Join our panel of tax experts as they break down the OB3 provisions most relevant to your industry, share real-world applications, and provide actionable strategies to help you make the most of these changes.

Learning Objectives

By the end of this session, participants in the construction and real estate industries will be able to:

Identify key OB3 provisions affecting fixed assets and capital expenditures, including:

Permanent restoration of 100% bonus depreciation for qualifying property acquired and placed in service after January 19, 2025.

Impacts to the timing of available energy incentives and the additional requirements to qualify and monetize energy incentives.

Extension and permanency of the Opportunity Zone tax incentive program.

Increased Section 179 expensing limits to $2.5 million, with a phase-out beginning at $4 million — ideal for equipment, vehicles, and tenant improvements.

Introduction of Qualified Production Property (QPP) and its eligibility for 100% bonus depreciation through 2030.

Enhancements to the Section 45F childcare facility credit, supporting employers who invest in on-site or partnered childcare solutions.

Changes under IRC Section 460(e), exempting certain home construction contracts from the mandatory use of the percentage-of-completion method (PCM) for tax reporting, and instead, allowing the use the completed-contract method (CCM).

Analyze the impact of these provisions on project budgeting, tax liability, and cash flow for construction and real estate operations.

Explore State & Local incentives that can be used to support economic development initiatives.

Apply tax planning strategies using industry-specific case studies to optimize depreciation schedules, asset classification, and capital investment timing.

Discuss and prepare for implementation by understanding qualification timelines, asset eligibility, and documentation requirements specific to construction and real estate projects.

Facilitator

Wade Sandy, CPA, CCIFP, Partner/Construction & Real Estate Industry Leader

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

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2025 Year-End Webinar Series
2025-11-04 14:00 - 15:00
Looking to prepare for year-end? Join our professionals for three days of content. Learn what’s trending in tax, audit and accounting, benefit plans, and cybersecurity.

Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over six different sessions.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & 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

Tech resilience: Agility through guardrails
2025-11-04 14:00 - 15:00
Event description

Strong governance and compliance don’t slow businesses down — they help them move faster. Drawing on findings from Grant Thornton’s Digital Transformation Survey, this webcast will show how embedding resilience into technology strategies can accelerate transformation while managing risk. Grant Thornton leaders will explore why the right “brakes” enable agility, how AI is reshaping compliance and cybersecurity, and what it takes to build a culture of resilience.

Date and time

Tuesday, November 04, 20252:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify how governance and compliance act as accelerators for digital transformation.

Explain how AI tools are reshaping compliance and resilience functions.

Evaluate approaches to balancing AI and human oversight in cybersecurity incident response.

Essential considerations for year-end tax planning and 2026 preparation
2025-11-04 14:00 - 15:00
The Details

As 2025 draws to a close, taxpayers face a transformed landscape shaped by the sweeping provisions of the One Big Beautiful Bill Act (OBBBA). With new deductions, phaseouts, and compliance rules introduced, this is a critical time for individuals and businesses to revisit their tax strategy and position themselves for success in 2026 before year-end.

Join members of CohnReznick’s Federal, State and Local, International, and Trusts and Estates Tax practices along with members of our Private Client Services practice as we run through key concerns, areas to watch, and what’s next with regards to:

Bonus depreciation, Section 174, Section 1202, and Section 163(j) following OBBBA changes and how state-level impacts may affect planning.

Planning around the expanded SALT deduction cap and pass-through entity tax (PTET) and updates related to state conformity to the OBBBA.

Strategic considerations for IC-DISC planning, BEAT, FDII, and anticipated GILTI rate changes.

Estate and gift planning strategies considering the updates under the OBBBA.

The OBBBA changes impacting high net worth individuals’ year-end tax planning.

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

Tax Readiness: Unlocking value and mitigating risks in an Up-C structure
2025-11-04 14:00 - 15:00
As companies prepare for IPOs, SPAC transactions or private equity exits, many are turning to an “Up-C” structure — a deal and holding structure where pre-IPO owners retain their operating business in a tax partnership while public investors hold stock in a newly formed C corporation that sits “above” the partnership. Up-C structures can provide significant tax advantages, but they also add unique complexity. This session will explore how tax leaders may prepare and strengthen financial, tax and Tax Receivable Agreement (TRA) reporting processes within an Up-C structure. From pre-IPO readiness to post-IPO operations, we will outline practical actions to mitigate risk, streamline processes, enhance coordination with finance teams and create long-term value across the Up-C lifecycle. This webcast is CPE-eligible for 1 Tax credit.

From Evidence to Verdict: Forensic Insights for Litigators
2025-11-04 15:00 - 16:00
Navigating the complex world of financial fraud can be a challenge. As the first session of the Forensics Institute, Forvis Mazars will explore how forensic accounting can be a powerful tool in building compelling legal cases, tracing embezzlement, and uncovering misappropriation of funds. Learn how to effectively leverage financial expert witnesses in court, examine real-world fraud cases for practical lessons, and develop legal strategies to address insider threats and conduct internal investigations. Whether you’re preparing for trial or conducting a corporate investigation, this webinar will equip you with actionable insights to enhance your litigation strategy and fraud detection capabilities.

Learning Objectives

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

Describe how forensic accounting evidence is used to build and support legal cases involving fraud and financial misconduct.

Identify key strategies for tracing embezzlement and misappropriation of funds, and learn how to apply these techniques in real-world investigations.

Recognize the role of financial expert witnesses in litigation, including how to effectively collaborate with attorneys and present findings in court.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

OB3 Impacts: FDDEI Mechanics & Modeling
2025-11-05 10:00 - 11:00
Join the International Tax team from Forvis Mazars for sessions focused on new legislation from the One Big Beautiful Bill Act (OB3 or OBBBA) impacting multinational enterprises (MNEs). These informative presentations are designed to deepen technical understanding and provide practical planning insights for CFOs, VPs of tax, tax directors, controllers, and those seeking to learn more about OB3.

This second session will cover the mechanics of the foreign-derived deduction-eligible income (FDDEI) deduction under the new law, including how to model benefits for service and property transactions. We’ll also explore how FDDEI interacts with key domestic tax provisions, such as bonus depreciation and Sections 174 and 163(j), and discuss strategies for leveraging FDDEI and its impact on the general category of the Foreign Tax Credit (FTC).

Learning Objectives

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

Discuss the mechanics of the FDDEI deduction.

Analyze the interaction between FDDEI benefits and key domestic tax provisions.

Evaluate strategies for utilizing FDDEI.

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.

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Close Strong: Year-End Planning for Leaders
2025-11-05 12:00 - 13:00
Before the calendar flips to 2026, make sure your organization isn’t leaving money on the table. Join us for a fast-paced, insight-packed session designed to help you close the year with confidence and clarity.

We’ll share updates on tax deductions you might be missing — including real-life examples of clients who have saved thousands of dollars already this year.

At the end of this session, you will be able to:

Recognize how to avoid year-end reporting scrambles

1099s

Tips and overtime reporting

Closing the year-end books

Recall forecasting and cash flow planning methods

Cash basis tax planning

Accounting method considerations

Identify how to set up systems to work smarter in 2026

What to automate and delegate

Recall retirement plan setup and funding options before year-end

Identify year-end strategic tax moves

Depreciation strategies, including bonus depreciation and Section 179

Qualified production property

Research and development (R&D) strategies, including Section 174 planning

Who should attend

This session is designed for business owners, organization leaders, CEOs, CFOs, controllers, and other professionals interested in year-end planning.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE: 1 credit, TaxesPrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet Based

2026 Cybersecurity Predictions
2025-11-05 12:00 - 13:00
2026 promises to be another challenging year in cybersecurity. From artificial intelligence (AI)-driven threats to regulatory complexities, the cybersecurity landscape is evolving fast — and organizations need to stay ahead. Achieving cyber resilience demands strategic foresight, a deep understanding of vulnerabilities and strong governance.

Join Baker Tilly cybersecurity leaders for an exclusive CPE-eligible webinar unveiling our 2026 cybersecurity predictions. We’ll explore the forces shaping cybersecurity defense measures and the strategic actions organizations should take today to prepare for tomorrow.

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: nasbaregistry.org.

Third-party assurance summit
2025-11-05 12:00 - 13:30
Key takeaways

Keeping up with the latest third-party assurance trends can unlock new opportunities to build transparency and trust with your customers. Explore opportunities to leverage System and Organization Controls (SOC) reporting and third-party assurance to strengthen trust and provide transparency to your customers, business partners, regulators, and stakeholders. We’ll discuss:

Artificial intelligence (AI) and its potential impact on SOC examinations and ways to prepare for a future SOC report

Stablecoin’s impact on the financial services industry

SOC 2+ and its implications for other standards, criteria, and programs

Navigating Internal Control Challenges in Higher Education
2025-11-05 13:00 - 14:00
Higher education institutions face more and more challenges that make robust internal controls to necessary for effective governance and risk management. Join us for our webcast, Navigating Internal Control Challenges in Higher Education, to learn more about common internal control issues that many colleges and universities encounter. As institutions navigate financial pressures, regulatory scrutiny, and operational complexities, the need for effective internal controls is critical.

We’ll explore:

The role of technology, including data analytics and automated systems

Prevalent internal control weaknesses

How to identify vulnerabilities and understand the associated risks

Steps to mitigate risks and enhance the control environment

Ways to establish and maintain effective internal controls

The Simple Firm: A blueprint for clarity, freedom, and growth
2025-11-05 13:00 - 14:00
CPE Credit: 1 hour for CPAs

The accounting profession has long struggled with burnout, complexity, and a lack of professional freedom. Too many firm owners feel trapped by the very businesses they’ve built. In this session, Darren Root—author of The Simple Firm and longtime advocate for intentional firm design—shares a practical framework to help professionals simplify operations, focus on the right clients, and build a business that supports the life they actually want. You’ll learn how to shift from reactive, compliance-heavy work to a more proactive, advisory-driven model—one that creates clarity for your team and freedom for you.

Upon successful completion of this course, you should be able to:

Learn how to define a focused business model that aligns your services, clients, and delivery systems.

Explore a practical roadmap for delivering holistic advisory services that go beyond compliance.

Discover strategies to simplify your technology, reduce friction, and build a firm that gives you freedom.

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

Legal Entity Rationalization (LER): Partnership Eliminations
2025-11-05 14:00 - 15:00
Webcast overview

This webcast is designed to explore the income tax consequences of partnership Legal Entity Rationalization (LER) transactions. Given the complexities of partnership taxation, eliminating a partnership within a larger corporate structure comes with several considerations as transactions between a partnership and a partner are not transactions between consolidated group members. Don’t miss this opportunity to learn more about strategies to minimize tax exposures, while achieving your overall entity rationalization goal.

Join us for this TaxWatch webcast where our M&A partnership tax professionals will discuss key considerations and practical approaches for rationalizing partnership legal entities.

Topics we intend to cover include:

Common drivers and form of partnership eliminations in LERs

Discussion of whether it matters from a tax perspective how a partnership is terminated considering the numerous available options

Typical steps for eliminating partnerships and the related federal income tax consequences

Common complications and potential mitigation strategies with terminations including intercompany debt considerations and foreign partners

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KMNVNGPX2B7.

Converging horizons: Towards an integrated AI governance and privacy framework
2025-11-05 14:00 - 15:00
Description:

The rapid proliferation of artificial intelligence (AI) across industries presents unprecedented opportunities alongside complex ethical, legal, and operational challenges. Historically, organizations have managed AI-related risks through nascent AI governance frameworks, while data privacy has been addressed by established privacy operations like the International Association of Privacy Professionals’ (IAPP’s) Certified Information Privacy Manager (CIPM) certification. However, the intertwined nature of AI and data privacy — where AI systems often process vast amounts of personal data, and privacy breaches can severely impact AI trust and compliance — underscores the inefficiencies and potential gaps of siloed approaches.

Learning objectives:

Improve regulatory compliance.

Enhance public trust.

Improve resource utilization by leveraging shared principles, tools, and expertise.

Use best practices for streamlining risk management operations.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

Financial Reporting Innovations: What’s New and What’s Next
2025-11-05 14:00 - 15:00
About this Event:

Don’t miss out on transformative innovations that can make your financial reporting processes faster, smarter, and more reliable. Join us to explore new Workiva functionalities like historical data roll forward and EDGAR® Next integrations, designed for immediate efficiency and accuracy. We’ll also provide a high-level look at Workiva AI Intelligent Finance AI capabilities and how they’re revolutionizing reporting.

You’ll also get an exclusive sneak peek into what’s coming next in the Workiva platform: advancements in workflow management, which empowers financial professionals with a centralized experience to coordinate dates and tasks for complex, time-sensitive reporting processes, and entity oversight, all built to elevate your workflows and deliver unparalleled insights. This session is for financial reporting professionals ready to maximize the Workiva platform’s potential.

During this session, you will:

Discover how to leverage recent financial reporting innovations to automate the rollforward of historical data and to ensure compliance with EDGAR Next

Explore new and fit-for-purpose AI features built specifically for financial reporting

Outline upcoming capabilities, including advancements in workflow management with calendar integration and entity oversight that will further streamline your processes

Workiva offers one complimentary CPE credit for this webinar.

Not able to attend? Complete registration today, and we will email you the recording.

Strategies for surviving year-end reporting
2025-11-05 14:00 - 15:00
CPE Credit: 1 hour for CPAs

For many employers, the year-end reporting cycle can be quite overwhelming as they prepare for year-end compliance activities such as balancing tax accounts and preparing to distribute Forms W-2. Last year, the signing of the One Big Beautiful Bill Act brought significant changes, impacting some year-end compliance activities for employers. Keeping pace with all of these tasks — while remaining compliant — can be daunting.

To help with these efforts, join us and get critical insights on what’s new and what’s coming next from Washington DC and the states that affect employer responsibilities, including aspects of:

Federal considerations for year-end 2025:

The One Big Beautiful Bill Act

W-2 reporting

Federal limits

State and Federal Unemployment Tax (FUTA) updates

Paid family leave changes and expansions

State and local income tax withholding issues

ADP remains at the forefront of helping employers understand the complex compliance, financial, and strategic issues surrounding workforce management. Tap into our expertise to ensure you’re in the best shape possible for future workplace compliance changes that may come about along the way.

Join us today!

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.

Year-end Tax & Wealth Planning Webcast
2025-11-05 14:00 - 15:30
Explore year-end tax and wealth planning for 2025 with insights on key provisions of H.R. 1, estate and charitable updates, private company strategies, luxury asset considerations, and IRS enforcement trends. This webcast offers practical guidance and a forward-looking view into 2026 to help you plan with confidence in a shifting landscape.

Presenter:Sheryl Eighner, Partner, US Personal Financial Services Leader, PwCBrandon Alsup, Partner, Personal Financial Services, PwCSean Hunt, Tax Partner, PwCBeth Tucker, Managing Director, Tax Controversy and Regulatory Services, PwCMatt Mullaney, Managing Director, Personal Financial Services, PwC

Who should attend: High-net-worth individuals, family offices, private company owners and executives, private equity founders, and their advisors who want to stay informed on year-end tax and wealth planning considerations.

CPE Credit: This webcast is eligible for 1.5 CPE credit.

Cyber and tech in focus: strengthening audit committee oversight
2025-11-05 15:00 - 16:00
Join the EY Center for Board Matters on Wednesday, November 5, 2025, for another episode in our webcast series, Better Questions for Boards, designed to provide directors with insights and questions to consider as they engage with management on a variety of complex boardroom issues.

This webcast will unpack the latest developments in cybersecurity with insights from a CISO, a former CTO and chief AI officer, and an FBI official. The discussion will explore what audit committees need to know about emerging risks, AI, and tax policy shifts at the end of the third quarter.

Our esteemed panel will share perspectives on the latest cyber developments and how audit committees can enhance cybersecurity oversight in today’s environment. Topics will include:

Inside the threat landscape: Hear from an FBI cyber expert on top cyber priorities, emerging attack trends and what’s next.

How companies are responding: Learn how seasoned cybersecurity and technology leaders are adapting to meet evolving threats and the rise of artificial intelligence – and what they say about how technology governance should evolve.

Tax policy watch: Get up to speed on HR 1 — the legislation formerly known as the “One Big Beautiful Bill Act” — and other key tax developments the audit committee should consider.

This CPE-eligible webcast will be 60 minutes. The discussion will be moderated by Patrick Niemann and Jennifer Lee from the EY Center for Board Matters. Panelists will include:

Brian DePersiis, EY Americas Cybersecurity Strategy Leader, Ernst & Young LLP

Angela Evans, Partner, Americas Tax and Risk Advisory Services, Ernst & Young LLP

Brett Leatherman, Assistant Director for Cyber Operations, FBI

Minerva Tantoco, EY Center for Executive Leadership Advisor in Residence and a former Chief Technology Officer and Chief AI Officer

Adam Zoller, Chief Information Security Officer, CrowdStrike, and Board Director, AdventHealth

Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
2025-11-05 15:00 - 16:00
Turning data into actionable insight across clients doesn’t take data analysts, engineers, and architects. In this webinar, CPA.com’s Kim Blascoe, Andrew Thomas from BILL and a CAS practitioner will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper, real-time insights that inform both client and firm performance.

You’ll hear from a leading CAS practitioner on how they use BILL’s Accountant Console to keep tabs on everything from payment status, to anomalies, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client, we’ll examine how data-driven insights improve financial decision-making and efficiency, and what the means for both firm growth and client outcomes.

Learning objectives:

Outline practical ways to leverage technology platforms to scale CAS services efficiently.

Identify key features of BILL’s Accountant Console that enable integrated financial operations.

Recognize how consolidated payment and compliance workflows improve visibility across clients.

Describe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.

Mission-Driven Finance: Sage Intacct for Nonprofit Leaders
2025-11-06 10:00 - 11:00
Nonprofits are under increasing pressure to do more with less while maintaining transparency, agility, and impact. Join professionals from Forvis Mazars for a dynamic session exploring how Sage Intacct can empower mission-driven organizations to modernize their financial operations and unlock greater results. This webinar will highlight how nonprofits are using Sage Intacct to:

Significantly reduce month-end close cycles

Create overhead and infrastructure cost-savings

Gain real-time visibility into program performance and donor trends

Leverage AI-enhanced tools for budgeting, forecasting, and reporting

Whether you’re considering Sage Intacct or looking to better utilize your current system, this session aims to provide actionable insights to help your organization align finance with mission and lead with confidence.

Learning Objectives

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

Describe how cloud-based tools can streamline nonprofit financial processes.

Recognize ways to improve reporting and visibility using automation.

Identify opportunities to enhance budgeting and forecasting with modern accounting system features.

CPE Information

1.00 CPE Credit (pending approval)

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

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

AI risk management: Unlocking scale in life sciences
2025-11-06 11:00 - 12:00
Key takeaways

Generative and agentic artificial intelligence (AI) are driving rapid change, but many organizations struggle to scale these technologies and achieve expected return on investment. As a result, the industry is increasingly turning to AI risk management as a strategic enabler. Join us to explore how organizations are leveraging AI risk management to drive innovation and scale. We’ll discuss:

Risk and governance frameworks that build trust with regulators, patients, and internal stakeholders

Common barriers to scaling AI and how to address them

Actionable steps to help leaders embed governance for competitive advantage

Plante Moran Financial Institutions: 2025 Industry Year-End Webinar
2025-11-06 11:00 - 12:00
What’s ahead for financial institutions? Join our Financial Institution 2025 Industry Year-End Webinar for answers. This panel-style session brings together our trusted advisors to unpack the latest insights on regulatory compliance, income tax developments, IT strategy, and financial reporting trends.

Moderated by Josh Engelkemier, this session features insights from Brian Howe, Colin Taggart, Elliott Holmes, and Brad Birkholz — they understand the challenges and opportunities facing today’s financial institutions and can offer practical, strategic insights to help your institution navigate the evolving industry.

Register today to secure your spot.

Learning objectives:

Evaluate evolving IT risks and innovations that are shaping financial institution strategies.

Identify key regulatory and compliance developments affecting financial institutions.

Recognize emerging trends in financial reporting.

Discuss the impact of recent tax changes on banking operations and audit readiness.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & 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

The Evolving Landscape of SOX: Real World Perspectives
2025-11-06 11:00 - 12:30
Webcast overview

The next installment of our Future of SOX webcast series will be a panel discussion featuring luminaries across business functions and industries. Moderated by the KPMG US SOX Offering Leader, Sue King, our conversation will explore the latest hot topics and trends in ICFR. Our guest speakers include SOX and Internal Audit leaders from Alphabet, Qualcomm, and Consensus Cloud Solutions, bringing diverse backgrounds and viewpoints.

Stasi Brown, Director, Internal Controls and SOX Compliance, Alphabet Inc.

Anna Davis, Vice President, Chief Audit Executive, Qualcomm

Mark Solonick, Vice President, Head of Corporate Audit Services, Consensus Cloud Solutions

Continuing education

There will be 1.5 continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately 1.5 hours.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code J6N3JW7D7VN.

EPS Deeper dive – Part 2
2025-11-06 12:00 - 13:00
Webcast overview

Join KPMG professionals for a deeper dive into calculating earnings per share (EPS), focusing on the effects of contingently issuable shares and noncontrolling interests (NCI).

This webcast builds upon the concepts explained in our previous webcast, EPS Deeper dive – Part 1.

Applicability

All entities that present EPS

Event contents

NCI (noncontrolling interests) in the form of common and preferred shares

Effects of contingently issuable shares and contingently issuable potential common shares

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code PNN72T8VPFZ.
