Free Live CPE Calendar

2025 Rural Broadband Trends & Takeaways
2025-11-06 15:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
The eye-opening results are in! With 141 companies participating, the 2025 Rural Broadband Benchmark Study continues to explore the impact of inflation, broadband services, and grant programs on the rural telecommunications industry, providing 2024 benchmark results for nearly 40 metrics.

In this webinar, we’ll explore the financial and operational performance of the industry overall, and you’ll hear how other companies’ financial results compare to yours to help you target areas for improvement. The release of the full 2025 Rural Broadband Benchmark Report will be available later this year and will delve into how these key metrics are reshaping the industry.

You’ll gain invaluable insight into how:

20+ years after the rollout of broadband services, internet revenues continue to provide growth opportunities.

Operating profitability has been impacted by slowing inflation and decreasing operating expenses.

Rural companies are financially strong, with particularly robust balance sheets.

Even in the face of increased competition and regulatory and legislative uncertainty, the industry has succeeded in the growth of broadband services.

No matter what role you play, you’ll leave this webinar with in-depth information that can help your company remain competitive and increase return on investment in this dynamic industry.

Learning Objectives

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

Describe financial and operational performance trends of rural broadband companies to help identify areas for improvement.

Evaluate ongoing growth opportunities in internet revenues and the impact of inflation and operating expenses on profitability within the rural telecommunications sector.

Outline strategies for maintaining competitiveness and strengthening financial positions in the face of industry challenges such as increased competition and regulatory uncertainty.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge 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.

Real Estate Tax Chat: A Focus on OB3 and Year-End Planning for 2025
2025-11-07 14:00 - 15:00
Webcast overview

The passage of the One Big Beautiful Bill Act (OB3) in 2025 introduced significant changes to the tax environment in which real estate businesses operate. Join KPMG LLP (KPMG) to review the impact of OB3 and prepare for a fast-approaching 2026. Topics for this Real Estate Tax Chat will include:

An analysis of major legislative changes enacted during 2025

State and local tax planning

Important year-end tax considerations

Reporting requirements

A look ahead to 2026 and beyond

The session will be hosted by KPMG US Building, Construction & Real Estate Tax leader, Ryan Taylor, and will feature professionals from the KPMG Washington National Tax practice.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KXNCD8M8SZH.

The housing equation: Using assessments to drive housing solutions
2025-11-10 13:00 - 14:00
The United States housing market currently faces a deficit of approximately 4.9 million units, prompting an important question: how can this issue be effectively addressed within your community or for your clients?

We invite you to participate in a webinar designed to provide an in-depth examination of how comprehensive housing needs and market assessments can identify local challenges and opportunities. This session will offer strategic guidance for housing development initiatives across both rural communities and urban areas.

Learning objectives:

How assessments reveal actionable insights for housing initiatives

Real-world examples from Selma, AL, Chicago and Atlanta

Practical strategies for prioritizing housing solutions

Presenters:

Damon E. Duncan, Principal, Clesia Ventures

Brandie Townsend, Senior Manager, Clesia Ventures

Kebokile Nyathi, Senior Parner, Clesia Ventures

Aziz Housseini, Chief Executive Officer at DAHA SEIN

Jolena Presti, Managing Director, Baker Tilly

Marta Purdy, Director, Baker Tilly

Kristian Vaughn, Senior Manager, Baker Tilly

Who should attend: Leadership and professionals from cities, towns, counties, public housing authorities, school districts, special districts, utilities, economic development organizations, tribal governments and not-for-profit organizations who are involved in decision-making and strategic initiatives.

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.

Successful Year-End Federal Tax Planning Strategies for Your Business
2025-11-10 13:00 - 14:00
This session will cover the latest legislative developments, including key provisions from the newly enacted One Big Beautiful Bill Act (OBBBA), and offer practical guidance tailored to the current economic and regulatory landscape.

Stay tuned for our other Year-End Planning webinars tailored to International Tax and Transfer Pricing, State and Local Tax, and Private Client Services (Individual Tax).

Attend this webinar to:

Evaluate the latest developments in recent and pending tax legislation, including the OBBBA’s impact

Explain practical steps businesses can take before year-end to minimize taxes

Identify important year-end tax strategies businesses should consider

CFO pulse: Economic outlook, risk appetite, and pricing importance
2025-11-10 14:00 - 15:00
Key takeaways

The North American 3Q 2025 CFO Signals™ survey found CFOs are conflicted. On the one hand, finance chiefs sounded a pessimistic note about the current and future economic status of several key global economies—including North America. Yet, many CFOs remain upbeat about the financial prospects for their own organizations in comparison to three months ago. This Dbrief explores how CFOs responded to the 3Q 2025 CFO Signals™ survey. We’ll discuss:

CFO forecasts for key metrics

CFOs’ most worrisome risks

The current risk appetite among CFOs

CFO Signals spotlight topic: Pricing

Understanding AI audits: Key risks and best practices
2025-11-10 14:00 - 15:00
Description:

In this session, we will explore the key risks associated with AI usage and how these risks can be managed by organizations at different levels of AI maturity. Participants will gain insights into the various types of audits that can be performed in relation to AI, including their objectives and key focus areas. We will also outline the audit lifecycle, emphasizing unique AI considerations, best practices, controls, and testing approaches.

Learning objectives:

Identify the key risks associated with AI usage and how they may be applied to organizations with varying levels of AI maturity.

Describe different types of audits that can be performed related to AI, including their objectives and key focus/scope areas.

Outline the various activities and approaches for the audit lifecycle, focusing on unique AI considerations, best practices, controls, and testing approaches.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

2025 Banking Seminar Series
2025-11-10 15:00 - 17:00
Event Overview

Eide Bailly’s annual Banking Seminar Series is designed to equip banking professionals with the knowledge and strategies needed to navigate a rapidly evolving financial landscape.

This year, we will unpack the implications of recent federal tax legislation, offering guidance on both year-end planning and long-term ownership strategies. We will also delve into the current M&A climate, exploring deal volume, emerging challenges, and best practices for successful transactions. Whether you’re preparing for strategic growth or refining your tax approach, this series is your opportunity to stay ahead of the curve.

Each session is free to attend. CPE information can be found under each session.

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

4 CPE - New Jersey law and ethics 2025
2025-11-11 08:30 - 12:30
New Jersey law and ethics 2025

CPE Credit: 4 hours for CPAs

This program is for New Jersey CPAs to fulfill their state ethics requirements.

Participants will explore Ethical Foundations, including concepts, moral development, judgment, values, the role of rules of ethics, and ethical dilemmas. Additionally, we will cover Ethical Guidance, including the role of the Office of Professions, New Jersey state rules on ethics, the AICPA rules on ethics, the New Jersey State Society of CPAs rules, and enforcement of rules on ethics.

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

Familiarize participants with the elements of Ethics Foundations and specifically review the Ethical Guidance of the AICPA, State of New Jersey, and State Society.

Review the legal and ethical rules for CPAs practicing in the State of New Jersey.

Level:UpdateInstructional Method:Group Internet-BasedNASBA Field of Study:EthicsProgram Prerequisites:NoneAdvance Preparation:None

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

Implementing a central AI management system: Navigating ISO 42001 compliance
2025-11-11 10:00 - 11:00
Description:

As organizations increasingly integrate AI into their operations, the need for a structured management system becomes paramount. ISO 42001 provides a comprehensive framework for AI management, ensuring ethical, efficient, and compliant AI deployment. This webinar will dive into more detail on how to implement a central AI Management System in line with ISO 42001 standards. Participants will gain insights into the challenges and solutions associated with AI governance, and how these can be effectively communicated to stakeholders.

Learning objectives:

Understand the key components and requirements of ISO 42001 for AI management systems.

Identify the benefits and challenges of implementing a central AI Management System.

Explore strategies for effective communication (e.g. regarding AI governance).

Learn common AI risks and how controls can address these risks.

CPE credit(s): 1

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

Model Review: Avoiding Pitfalls & Pursuing Precision
2025-11-11 12:00 - 13:00
This webinar delves into the pivotal role of model reviews to help ensure the accuracy, reliability, and effectiveness of financial models used in energy and infrastructure finance. Given that these models often underpin critical decision making, even minor errors can result in significant financial consequences.

Join us as we explore best practices for conducting model reviews, share practical techniques to enhance precision, and outline strategies to help mitigate risk. Whether you’re refining an existing model or building one from scratch, this session will help equip you with tools to strengthen your modeling approach and safeguard project outcomes.

Learning Objectives

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

Recognize the purpose and objective of a financial model review, emphasizing accuracy, consistency, transparency, and a logical flow for performance improvement.

Discuss how model risk can manifest itself, best practices to help mitigate these risks, and tips on improving reliability through quality control.

Identify key steps for model review and familiarization.

Outline common model review errors that can occur and learn techniques to help overcome them.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge 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.

Evolving Audit Practices: Strategies to Strengthen Compliance and Reduce Risk
2025-11-11 12:00 - 13:00
Webcast overview

Audit requirements continue to evolve, with regulators and external auditors placing greater emphasis on control precision, data integrity, and timely evidence. These developments are driving expanded testing procedures, heightened scrutiny over access and segregation of duties, and increased documentation demands — creating pressure on both compliance and operational teams.

Join KPMG and Pathlock on Tuesday, November 11 at 12:00 PM ET for a discussion on current market observations and practical, technology-enabled approaches to addressing these challenges.

We will explore how leading organizations are:

Responding effectively to evolving audit expectations

Reducing the cost and complexity of compliance

Improving control monitoring and evidence readiness

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 PHNDN95LGJ7.

Navigating Markets, Policy, and Nonprofit Priorities
2025-11-11 12:00 - 14:00
Event Overview

Join Innovest and Eide Bailly for a virtual conference exploring how today’s economic trends, shifting market valuations, and evolving public policy are reshaping long-term financial planning and organizational strategy for nonprofits.

These sessions will equip you with insights into portfolio diversification, cash flow management, and the broader societal factors influencing decision-making. You’ll also learn how recent legislative changes impact energy incentives introduced under the Inflation Reduction Act of 2022, including updated eligibility requirements, phase-out timelines, and monetization strategies. Don’t miss this opportunity to strengthen your organization’s financial resilience and strategic foresight.

Our first session, the 2025 Economic Update, will discuss the key economic and investment factors that should inform long-term financial planning. We will examine how current market valuations impact portfolio diversification, expected returns, and cash flow strategies, while also addressing the challenges posed by market volatility. This session will also highlight the role of public policy and societal progress in shaping financial decision-making and organizational strategy.

The second session, New Tax Legislation and its Impact on Energy Incentives for Exempt Organizations, will provide an essential update on how recent tax legislation is reshaping energy incentives for exempt organizations. We will discuss the new rules and their practical implications, as well as the accelerated phase-outs affecting the New Energy Efficient Home Credit and the Energy Efficient Commercial Buildings Deduction. This session will also address new documentation requirements related to construction timelines and foreign entity restrictions — critical details for compliance and strategic planning.

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

AI Transformation and Optimization in Finance
2025-11-11 13:00 - 14:00
Join our third webinar to explore how AI and advanced technologies are reshaping finance operations, from FP&A optimization to robust risk management. Discover the latest trends in AI adoption, governance, and technology enablement that empower finance leaders to drive strategic value and operational resilience.

Our expert panel will share insights on overcoming data security challenges and harnessing innovation for sustainable growth.

Learning Objectives:

Discover how AI and automation are being leveraged for process optimization, risk management, and enhanced forecasting.

Examine the stages of AI maturity and its impact on finance functions.

Identify best practices for implementing robust data governance and technology infrastructure.

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: Finance. 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.

Insurance Trends
2025-11-11 13:00 - 14:00
Event details

As risk environments rapidly shift, insurance organizations must adopt agile, data-driven strategies to navigate today’s landscape. Join us for a timely webinar that addresses how insurers are strengthening enterprise risk management (ERM) programs to respond to complex operational, regulatory, and technological pressures.

In this session, we’ll explore emerging risk factors that are reshaping insurer risk profiles and offer insight on how leaders across the insurance industry are adapting ERM frameworks and developing AI-enabled strategies to mitigate enterprise risk.

The panel will highlight practical mitigation techniques and provide actionable insights based on real-world applications. You’ll hear how insurers are using AI tools to reduce the risk of human error in data reporting and governance and how they’re embedding risk awareness into strategic planning to support long-term growth.

After attending this session, you should be able to:

Identify key emerging risks currently affecting the insurance industry, including market and regulatory challenges

Evaluate how ERM frameworks are evolving to address dynamic risk environments

Apply practical techniques for risk mitigation, including the use of AI across core functions

Examine real-world examples of how insurers are using AI to support strategic risk reduction

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

This session is recommended for 1.0 hour of CPE credit.

Note: 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.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.

Additional CPE information

Year-end payroll considerations for 2025 reporting and 2026 compliance
2025-11-11 14:00 - 15:00
Webcast overview

KPMG invites you to a TaxWatch webcast that will cover important year-end payroll considerations for 2025 reporting and 2026 compliance. The one-hour session will address key aspects of the year-end payroll process and discuss challenges related to reporting compensation for your workforce.

Key Topics:

2025 figures and key 2026 changes

Common year-end mistakes to avoid

One Big Beautiful Bill (OB3) Payroll Implications

Legislative updates

This webcast would be of significant interest to payroll and global mobility professionals, CFOs, human resources directors, CPAs, corporate tax staff, and other business and service providers working on payroll.

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 DKNCN63M565.

Transform behavioral health finance with Sage Intacct
2025-11-11 14:00 - 15:00
Event overview

Behavioral health organizations face unique financial and operational challenges—from managing complex funding models and tracking grants to reporting across multiple entities and meeting compliance requirements. Without the right systems, these challenges can lead to inefficiencies and limited visibility.

In this one-hour webinar, RSM’s health care technology specialists will demonstrate how Sage Intacct empowers behavioral health providers to modernize their financial management. Learn how modern cloud enterprise resource planning (ERP) solutions like Sage Intacct deliver real-time insights, automate reporting and enhance financial transparency.

Presentation highlights include:

Industry challenges and trends in behavioral health finance

Why leading behavioral health organizations choose Sage Intacct

Live demonstration: Reporting, dashboards and highlights

RSM’s proven methodology for successful migration

Client success story and next steps

Learning objectives

By the end of this presentation, participants will be able to:

Understand the most common financial and operational challenges facing behavioral health organizations today.

Learn how Sage Intacct addresses industry-specific needs such as grant tracking, multi-entity reporting, and automated reporting.

See a live demonstration of Sage Intacct dashboard, reporting, and product highlights.

Discover how RSM’s proven methodology helps organizations migrate successfully from legacy systems.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-basedField of study: Finance | CPE: 1.0 credits

Student Financial Aid Webinar Series
2025-11-11 15:00 - 16:00
Event Overview

This webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical, strategic, and human-centered metrics.

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Top 10 Tax Planning Insights From the Washington National Tax Office
2025-11-12 10:00 - 11:00
Join us for a year-end tax webinar as we unpack the key developments that reshaped the 2025 tax landscape. We’ll walk you through our top 10 strategic planning insights to help you close out the year with confidence and position yourself for success in 2026.

Learning Objectives:

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

Describe key changes brought about by the One Big Beautiful Bill Act (OB3 or OBBBA) and other government policies.

Explain how to craft tax strategies for the current and future years.

Recognize the resources we offer to help execute these 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.

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

Enterprise Risk Management: Integrating Risk Leaders for Organizational Resilience
2025-11-12 12:00 - 13:00
In today’s interconnected world, organizations face a constant stream of complex and evolving risks. To thrive amid persistent threats—both known and unknown—companies must adopt a holistic approach to Enterprise Risk Management (ERM). This webcast explores how breaking down silos, aligning risk leaders, and leveraging risk data can transform ERM from a compliance exercise into a strategic advantage.

Join BDO as we discuss how to turn risk leaders into advocates, use risk insights to achieve broader business goals, and build resilience that goes beyond business continuity. Our risk professionals will share tailored strategies to help you identify, prioritize, and manage risk across your enterprise—no matter where you are on your ERM journey. Discover how integrating risk management into your business strategy can unlock opportunities, drive innovation, and position your organization for long-term success.

1.0 CPE Credit in the field of Specialized Knowledge

Learning Objectives

Explain the value of a holistic, enterprise-wide approach to risk management.

Identify strategies for breaking down silos and aligning risk leaders across the organization.

Demonstrate how risk data and insights can support broader business goals and innovation.

Describe methods for building organizational resilience beyond traditional business continuity.

Apply practical ERM strategies to integrate risk management into business strategy for long-term success.

CPE Information

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

Prerequisites: None

Advanced Prep: None

Program Level: Basic

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

Internal Audit Driving Value in the Consumer and Retail Sectors
2025-11-12 12:00 - 13:00
Webcast overview

As 2025 approaches its end, consumer and retail internal audit teams are navigating an environment marked by evolving risks and heightened expectations from both management and the board. While emerging technologies create new opportunities, they also introduce fresh challenges. Moreover, fostering a culture of innovation remains difficult, particularly in the face of ongoing recruitment and retention issues.

Join Mike Smith, KPMG Internal Audit Solution Leader and moderator, for an engaging KnowledgeCast featuring Ivor O’Neill, KPMG Consumer and Retail Managing Director, alongside Glyn Smith, Chief Audit Executive for Performance Food Group.

Key topics to be covered include:

The shifting risk landscape for consumer and retail enterprises

Internal audit’s role in driving organizational transformation

Striking a balance between assurance and advisory to create value

Effective talent management strategies given AI and disruptive technologies.

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 VXNWQRG4993.

Year-End Tax Planning for Private Clients
2025-11-12 13:00 - 14:00
As the year draws to a close, private clients and their advisors have a unique opportunity to assess their financial landscape and set the stage for long-term success. This webcast goes beyond traditional tax planning, offering practical insights into strategic year-end actions and future-focused opportunities. BDO professionals will share guidance on identifying actionable steps before December 31, addressing common blind spots, and navigating key considerations such as charitable planning, estate plan reviews, and recent changes to tax law, including 1202 and OBBBA impacts. Attendees will gain advice to approach year-end planning with confidence, clarity, and a focus on both immediate and future financial goals.

1.0 CPE Credit in the field of Taxes.

Learning Objectives

Identify actionable year-end tax planning strategies for private clients in light of upcoming legislative changes.

Evaluate the impact of recent tax law changes on current structures and strategic planning decisions.

Recognize supplemental planning opportunities for future growth, including family office structures, ownership alternatives, and legacy assessment.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

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

A Foundation’s Technology Journey: Use Data to Drive Impact
2025-11-12 13:00 - 14:00
Foundations and not-for-profits are increasingly turning to technology to enhance their impact, improve efficiency, and make smarter, data-informed decisions.

Join us for our webcast, A Foundation’s Technology Journey: Use Data to Drive Impact. The team from Robin Hood will share their technology journey—from evaluating their needs to building an integrated ecosystem that supports both day-to-day operations and long-term strategy. You’ll hear how Robin Hood is using data and dashboards to:

Manage programs

Track outcomes

Drive strategic decisions

We’ll also discuss lessons learned along the way, including how to approach change management and align internal teams for success. Whether you’re just beginning to think about your technology roadmap or looking to get more from your existing tools, this conversation will offer real-world insights and practical takeaways for organizations focused on impact.

SEC hot topics: Year-end update
2025-11-12 13:00 - 14:30
Key takeaways

In an evolving and uncertain business environment, it’s critical that Securities and Exchange Commission (SEC) registrants provide investors with relevant, transparent disclosures and stay abreast of developing regulatory requirements. What are key considerations for year-end?

We’ll discuss:

Summary of the SEC structure, including recent appointments

SEC’s recent rulemaking updates, including crypto policymaking initiatives

Hot topics, such as non-generally accepted accounting principles (GAAP) measures; artificial intelligence; and emerging risk disclosures including tariffs, interest rates, inflation, and more related to the macroeconomic environment

Highlights of recently issued SEC staff comments, including the recently adopted segment reporting disclosures

Financial reporting for private companies – what you need to know for 2025
2025-11-12 14:00 - 15:00
Are you keeping pace with the latest accounting and regulatory changes? Staying current on financial reporting developments is important for positioning your private company for long-term success.

We will provide financial reporting updates specific to private companies in preparation for 2025 year-end reporting, including the following:

Overview of tax law changes

Accounting standards effective in 2025

Other standard setting activities

Safeguarding Your Business: Practical Strategies to Prevent Fraud
2025-11-12 14:00 - 15:00
As a small to midsize business, managing your finances with a lean accounting team or manual processes can make it challenging to spot irregularities. How can you detect fraud early, and more importantly, prevent it? Join our outsourced accounting services team for a practical and informative webinar designed to help you strengthen your internal controls, reduce risk, and gain confidence in your financial oversight. We’ll share real-world strategies and statistics, actionable tips, and key insights to help you protect your business and stay ahead of potential threats.

Learning Objectives:

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

Recognize where to look for possible fraud risks within your organization.

Identify strategies to help mitigate risk.

Describe internal controls that can help prevent future risk.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge 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.

Scenario Planning 101: From uncertainty to actionable insight and executive buy-in
2025-11-12 14:00 - 15:00
Description:

In an unpredictable world, relying on static risk management is no longer an option. Join us for this session where we demystify scenario planning and explore how to move beyond simple guesswork to proactively model and quantify potential disruptions to your business.

This webinar is your foundational guide to understanding and building effective risk scenarios. We will begin with the basics, defining risk events, causes, and consequences, and then introduce practical tools. You will learn the mechanics of bow-tie analysis to visually map out causal relationships, and explore how monte carlo simulations can quantify the full spectrum of potential financial impact—from best-case to worst-case outcomes. We will review compelling examples of scenarios to build and model. Finally, we’ll cover the essential steps for creating a rapid response plan and, most importantly, building a strong, data-backed business case to secure executive buy-in for mitigation investment.

Learning objectives:

Define the core components of a risk event and utilize Bow-tie analysis to visually map the causal relationship between a central risk, its causes, and its consequences.

Explain the purpose of Monte Carlo simulation and to leverage the modeling to analyze likelihood, impact and confidence levels.

Construct a compelling executive-ready business case for mitigation investment by demonstrating potential impact on your organization.

CPE credit(s): 1

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

From Resistance to Readiness: Strategies to Overcome Employee Pushback During Change
2025-11-12 14:00 - 15:30
Webinar Details

Resistance to change is inevitable, but it doesn’t have to derail your transformation efforts. Whether you’re rolling out critical software, shifting business processes, or introducing new ways of working, employee resistance can slow adoption and create roadblocks to success. In this engaging session, we’ll explore the psychology behind resistance and, more importantly, practical strategies to address it. Discover how to engage employees, transform skeptics into champions, and cultivate a culture that fosters change. Walk away with actionable tactics to smooth the path to adoption and maximize the impact of your transformation.

Date:

Wednesday, November 12, 2025

Time:

2:00 PM – 3:30 PM EST

In this webinar, you’ll:

Recognize the key reasons why employees push back against change and how to address the root causes.

Apply proven approaches to engage employees early, communicate effectively, and build trust throughout the transition to reduce Resistance.

Summarize strategies on how to transform reluctant employees into enthusiastic users and long-term advocates for change.

Recommended CPE Credit: 1

Recommended Field of Study: Business Management & Organization

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

Participants can cancel without penalty, as no fee is charged for the course. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 586-254-1040.Advanced Preparation: None

Year-End Tax Planning Strategies for Auto Dealerships
2025-11-12 15:00 - 16:00
Join us for an insightful webcast designed specifically for auto dealership owners, key stakeholders, and management. As the year draws to a close, it’s crucial to plan your tax strategy to help enhance savings and meet compliance regulations. This session will provide you with the latest tax planning techniques tailored to the unique needs of the automotive dealership industry. Our presenters will guide you through actionable strategies to enhance your dealership’s financial health and prepare for the upcoming tax season.

Learning Objectives

Identify key year-end tax planning strategies applicable to automotive dealerships.

Assess the impact of recent tax law changes on dealership operations and compliance.

Apply actionable financial strategies to enhance dealership profitability and prepare for the upcoming tax season.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

Cost: There is no fee to attend this session

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

Software Shakes Up its Growth Approach
2025-11-12 15:00 - 16:00
Uncertain market conditions and rapid technological advances are shaking up the software industry, and companies must alter their growth plans in response. From their pricing models to their ownership structures, software companies are pivoting their business strategies to weather persistent headwinds. They are simultaneously exploring ways to leverage AI to augment and accelerate their existing processes and pipelines. Success in this new landscape demands organizational agility — and our webcast will examine how leaders can pivot without losing sight of their long-term goals.

Join us on November 12 for our webcast, “Software Shakes Up its Growth Approach” to discover how software companies plan to thrive in a transforming industry.

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

2025 Year-End Webinar Series
2025-11-13 11:00 - 12:00
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
