Free Live CPE Calendar

Q1 2026 Quarterly Technical Update - Rebroadcast 1
2026-03-26 07:00 - 08:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
The Quarterly Technical Update Webcast Series continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the third quarter of 2026 with respect to various topics in accounting and financial reporting.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the FASB, EITF and PCC.

Describe timely SEC guidance, topics and resources and their general impact on accounting and financial reporting.

Describe project and proposal stage literature that may have a broad impact on financial reporting.

Describe evolving corporate governance activities including those of the PCAOB, CAQ and other organization’s topics and releases

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

Latest Developments in Transfer Pricing for Insurance Companies
2026-03-26 10:00 - 11:00
Webcast overview

We are pleased to invite you to join our upcoming webcast, Latest Developments in Transfer Pricing for Insurance Companies. This virtual event will feature timely transfer pricing updates for insurance companies from KPMG subject matter professionals. During this webcast, we will discuss:

Agenda

Current Insurance Transfer Pricing Landscape

Increased compliance obligations

Business model changes / role of technology and IP in value chain

Planning Opportunities

VCA / restructuring opportunities

FDDEI opportunities for the financial services sector

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.

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 XVNWR6T8Y8R.

Navigating DISE readiness
2026-03-26 13:00 - 14:00
Webcast overview

How are leading companies turning DISE requirements into execution? Join our webcast to hear how public company leaders are driving DISE implementation, addressing data and reporting challenges, and positioning their organizations to meet upcoming requirements with confidence.

Applicability

All public business entities

Event contents

Our analysis of the most impactful requirements, with interpretive guidance for avoiding common implementation pitfalls.

Insights from our latest DISE readiness polling, including current project stages, anticipated impacts and challenges, and insights on where companies are focusing their efforts.

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.

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 KDNLSBXPYVR.

Health Care AI, Technology and Innovation Symposium
2026-03-26 13:00 - 14:00, 2026-03-26 15:00 - 16:00
Event overview

Health care is at a turning point. Leaders are facing unprecedented disruption, from regulatory shifts and financial pressures to workforce strain and the demand for patient-centered care. The stakes have never been higher, and the need for bold, innovative solutions is urgent.

The RSM Health Care AI, Technology and Innovation Symposium is where transformation begins. This is your opportunity to connect with forward-thinking executives, discover the latest digital breakthroughs and see how technology is solving real challenges for health systems and providers. Join us for live panels, hands-on showcases and candid conversations with RSM advisors and industry leaders.

The Board’s AI Moment
2026-03-26 13:00 - 14:00
This session will explore how boards and executive teams are navigating the accelerating pace of artificial intelligence and the growing divide between organizations that are realizing meaningful ROI from AI and those that are struggling to integrate it effectively. Drawing on findings from Protiviti’s third annual Global Board Governance Survey in partnership with BoardProspects, this webinar highlights how confidence in responsible AI integration, ethical deployment, and governance frameworks is closely linked to stronger business outcomes.

Based on a global survey of board members and C-Suite leaders, the discussion will examine how perceptions of AI benefits, risks, and obstacles vary by organizational maturity, why innovation risk has emerged as a top concern for more advanced organizations, and what this means for board oversight going forward. Attendees will gain practical insights to help boards ask better questions, strengthen governance, and more effectively oversee AI driven transformation.

Learning Objectives:

Differentiate between organizations with higher and lower levels of AI maturity based on confidence in AI integration, governance practices, and realized return on investment.

Evaluate the key benefits and risks associated with AI adoption, including operational efficiency, customer experience impact, and innovation related risk.

Apply survey insights to strengthen board level oversight and discussions related to AI governance and AI driven transformation.

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: Business Management & Organization. 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.

Streamlining Accrued & Prepaid Expense Accounting
2026-03-26 13:00 - 14:00
Learning Objectives

Master Prepaid Management: Define the standard treatment of prepaids and identify the functional requirements—such as automated amortization schedules and single-click journal entries—needed to avoid common errors and manual rollforward headaches.

Formalize Accrual Processes: Establish a structured, document-driven approach to finding unbilled expenses, moving away from informal processes like flux analysis and “best guess” estimates to mitigate the high-risk judgment involved in accruals.

Implement the Document-to-Close Strategy: Utilize invoices or contracts as the source of truth to connect procurement and other teams executing purchases for the business with accounts payable, ensuring expected schedules are established, and documentation is centralized to eliminate “blind approvals”.

Transform Close with Automation: Apply the principles of a digital subledger to provide auditors with direct access to a clear audit trail, shifting time from preparation and manual reconciliation toward strategic financial analysis.

Becoming a Modern Firm: The 5 Stages of Development
2026-03-26 13:00 - 14:00
Based on findings from the 2025 Accounting Firm Technology Survey of nearly 500 firms nationwide, this webinar introduces a data-driven framework outlining the five stages of modern firm development, and reveals what firms at each stage are doing differently across technology, security, and firm management.

Learning Objectives:

Identify the five stages of modern accounting firm development and determine where their firm aligns within the framework.

Compare technology, cloud adoption, and AI usage trends across development stages to benchmark their firm against industry peers.

Evaluate key security safeguards including cybersecurity awareness training, mobile device management, and WISP practices, and recognize common risk gaps.

Assess IT management models (in-house, outsourced, or hybrid) and determine which approach best supports modernization goals.

Outline practical next steps to advance their firm’s productivity, security posture, and long-term growth strategy.

Closing the Gap: Streamlining Accrued & Prepaid Expense Accounting for an Audit-Ready Close
2026-03-26 13:00 - 14:00
Learning Objectives

Formalize Accrual Processes: Establish a structured, document-driven approach to finding unbilled expenses, moving away from informal processes like flux analysis and “best guess” estimates to mitigate the high-risk judgment involved in accruals.

Master Prepaid Management: Define the standard treatment of prepaids and identify the functional requirements—such as automated amortization schedules and single-click journal entries—needed to avoid common errors and manual rollforward headaches.

Implement the Document-to-Close Strategy: Utilize invoices or contracts as the source of truth to connect procurement and other teams executing purchases for the business with accounts payable, ensuring expected schedules are established, and documentation is centralized to eliminate “blind approvals”.

Transform Close with Automation: Apply the principles of a digital subledger to provide auditors with direct access to a clear audit trail, shifting time from preparation and manual reconciliation toward strategic financial analysis.

Global Business Services/Global Capability Centers in 2030
2026-03-26 14:00 - 15:00
Key takeaways

By 2030, Global Business Services (GBS) and Global Capability Centers (GCCs) are likely to operate as more digital, data-driven, and product-oriented enterprise platforms—balancing cost, resilience, risk, and outcomes. In this Dbriefs, our panel will explore a 2030 outlook for GBS/GCC organizations and capabilities shaping next‑generation service delivery. We’ll discuss:

• A GBS/GCC 2030 blueprint for how scope, value proposition, and performance measures may evolve beyond efficiency to outcomes—and the capabilities involved• Priority domains and opportunities in finance, IT, HR, supply chain, compliance, commercial, R&D, and more—focusing on end-to-end journeys, not isolated tasks

Quarterly financial reporting update – March 2026
2026-03-26 14:00 - 15:00
Event description

Join Grant Thornton’s Audit Quality and Risk for our quarterly webcast series that will bring you up to date on what you need to know for financial reporting in the first quarter of 2026. Topics will include updates on recent standard-setting activities, and accounting and reporting hot topics, and financial reporting reminders.

Webcast details

Date and time

Thursday, March 26, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Describe the latest guidance from the SEC, FASB and PCAOB

Analyze various practice issues to demonstrate application of significant guidance

Identify key accounting guidance becoming effective in 2026

Trust and Transformation: CFO Priorities for Governance, Data and Performance
2026-03-26 14:00 - 15:00
About this Event:

Manual processes, disconnected systems and low confidence in data are limiting performance. At the same time, finance teams are under pressure to deliver better insights and CFOs are expected to play a greater role in shaping corporate strategy.

Even if you are actively undergoing financial transformation, these initiatives might not be making things easier. Something has to give.

In this webinar, Almundena Pérez-Villamil, Technology Consulting Partner at Deloitte, Craig Vink, Finance Transformation Partner at Deloitte and Graeme Fleming, Industry Principal for Governance, Risk and Compliance at Workiva, discuss why many transformation efforts don’t deliver the results you expect and what you can do differently to help your team perform at a higher level.

They will draw on real-world use cases of companies that have transformed their operations by establishing a foundation of trust with traceable and connected data, mature and integrated governance, and simpler, more standardised ways of working.

After this webinar, you will be able to:

Assess how the CFO’s role and the outcomes they are expected to deliver are evolving

Explain how traceable and connected data supports better decisions and builds greater confidence across functions

Describe how mature, integrated governance can enable speed, consistency and trust rather than slow teams down

Identify practical ways to simplify, automate and standardise operational processes to free up time for analysis and strategic work

Workiva offers one complimentary CPE credit for this webinar.

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

Latin America BEPS Pillar Two update: Side-by-side and beyond
2026-03-26 14:00 - 15:00
Webcast overview

In recent times certain Latin American countries adopted BEPS and Pillar Two measures aligning their internal legislation to OECD’s recommendations and standards. On this webcast, KPMG tax professionals will share essential insights into these reforms and impact of the future adoption of the BEPS Side-by-Side approach, including:

Brazil developments on Pillar Two – Potential qualification as a Side-by-Side jurisdiction, the possible benefits for Brazilian-controlled MNE groups and potential interactions with other tax rules.

Colombian update to the 2024 adoption of fifteen percent minimum tax

Uruguay tax reform and the introduction of the International Minimum Corporate Tax (IMCD) equivalent to QDMTT for multinational group companies with revenue exceeding EUR 750 million.

Don’t miss this opportunity to gain key insights and prepare your business for the future of tax compliance in the Latin America region.

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.

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 MMNCV46HXX5.

From vaults to virtual: Digital revolution in the financial system
2026-03-27 11:00 - 12:00
Key takeaways

Capital markets are moving from traditional infrastructure to a tokenized future. As regulatory clarity accelerates industry momentum, the market must prepare for an existential transformation. What does the GENIUS Act–erashift mean for banks, corporates, and investors? We’ll discuss:

Practical “where to start” roadmaps spanning strategy, controls, talent, and legacy integration

How stablecoins, tokenized deposits, and tokenized securities enable faster settlement and new liquidity models

New regulatory, technological, strategic, and operational risks

Q1 2026 Quarterly Technical Update - Rebroadcast 2
2026-03-27 12:00 - 13:00

2026 State of AI in the Enterprise: The untapped edge
2026-03-27 12:00 - 13:00
Key takeaways

Deloitte’s 2026 State of AI in the Enterprise report shows artificial intelligence (AI) is moving from pilots to enterprise scale. What separates organizations that convert experimentation into measurable outcomes from those that remain stuck in proofs of concept? We’ll discuss:

Preparing for the next wave (autonomous agents, sovereign AI, physical AI) by clarifying what these mean in practice

Where your organization is on the shift from AI ambition to activation

What leading organizations do differently to unlock deeper impact when transformation lags

Internal audit 2026: Key imperatives for the year ahead
2026-03-30 21:00 - 22:00
Description:

In 2026, internal auditors face a convergence of pressures, including stagnant resource levels, persistent risk volatility, the urgency to integrate AI into their processes, and unrealised aspirations to elevate their image. It is imperative to navigate these challenges and mitigate key risks facing the profession. Join Richard Chambers for this AuditBoard webinar on the key lessons learned in the past year, challenges and opportunities that lie ahead for the profession, and key areas that every internal auditor should address in the year ahead.

Learning objectives:

Explore key internal audit takeaways from the significant events of 2025.

Discuss the top challenges and opportunities that lie ahead in 2026.

Plan for next year with five imperatives to successfully navigate the risks and opportunities that await.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Tuesdays at Ten: CFR & Industry Update
2026-03-31 10:00 - 11:00
Join Forvis Mazars for an informative webinar on the upcoming changes to the New York State Consolidated Fiscal Report (CFR) for the December 2025 season. We’ll review key lessons learned from the June 2025 cycle, including insights on the new web‑based certification process, and discuss significant funding‑related updates affecting providers. With the budget season approaching for 2026–2027, we’ll highlight critical aspects to be aware of across the Office for People With Developmental Disabilities (OPWDD), New York State Education Department (SED), Office of Mental Health (OMH), Office of Addiction Services and Supports (OASAS), and the U.S. Department of Health and Human Services (DOH) programs to help organizations plan spending strategies and strengthen cost‑reporting accuracy. The webinar will also cover recent industry trends, provider performance patterns, and anticipated future impacts.

Learning Objectives

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

Discuss significant changes to the CFR web and CFR reporting requirements.

Describe recent industry trends and updates.

Recognize practical considerations for preparing, reviewing, and analyzing the CFR.

CPE Information

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.

Beyond the numbers: evolving consumer sentiment in a time of uncertainty
2026-03-31 11:00 - 12:00
The ways US consumers think and shop are changing profoundly, driven not only by higher prices, but also demographic and geopolitical disruption. Traditional indicators tell part of the story but generally fail to capture the full complexity of evolving consumer sentiment and behavior.

In this webcast, EY-Parthenon Consumer Products and Retail leaders share findings from a multifaceted survey of consumer attitudes and buying patterns, with actionable insights into the behaviors shaping tomorrow’s demand. They will also explore demographic trends — an aging consumer base, changing immigration patterns, declining birth rates, and ongoing urbanization — that are reshaping the composition and priorities of consumer segments.

Key themes we’ll explore:

Findings from the EY-Parthenon Consumer Sentiment Survey, highlighting spending shifts, emotional and financial stressors, and emerging trends

Attitudinal and behavioral patterns across population segments, with implications for consumer spending, loyalty and brand engagement

How structural demographic shifts are affecting demand — and separating winners from losers — across consumer products and retail categories

Learning outcomes

Determine how forces such as inflation and geopolitical tensions are influencing sentiment and buying behavior

Identify how sentiment-based measures provide a predictive view of consumer behavior and how consumer and retail organizations can improve the way they analyze customer data to anticipate changing demand

Recognize how changing US demographics are reshaping consumer products and retail markets and implications for companies’ strategy, portfolios and go to market approaches

Panelists:

Don K. Johnson – Principal, Strategy and Transaction, EY-Parthenon, Ernst & Young LLP | EY – US

Betti Packman Principal, Consumer Products, Retail, EY-Parthenon, Ernst & Young LLP | EY – US

Meg Parson – Senior Director, Retail & Consumer Strategy, EY-Parthenon, Ernst & Young LLP

Tayler Danziger – Senior Director, Retail & Consumer Strategy, EY-Parthenon, Ernst & Young LLP

Moderator:

Will Auchincloss – EY-Parthenon Americas Retail Sector Leader | EY – US

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Q1 2026 Quarterly Technical Update - Rebroadcast 3
2026-03-31 12:00 - 13:00

M&A trends 2026: A tale of two markets
2026-03-31 12:00 - 13:00
Key takeaways

With specific types of volatility throughout 2025, and likely to continue for the short and medium terms, how are M&A leaders navigating this shifting landscape? We’ll discuss:

How leading M&A executives are using uncertainty to pivot, with new examples including deal financing, cross-border transactions, and digital (AI) transformation

The emergence of “two markets” for M&A heading into 2026

A different and opportunistic way to think about 2025, lessons learned, and the path forward

Going for Gold: Women Leading the Way
2026-03-31 12:00 - 13:00
Webcast overview

The KPMG WORC community invites you to join us for our upcoming webcast on March 31. As Women’s History Month will be coming to a close, our webcast will serve as a perfect time to celebrate women who are leading the way and “going for gold.”

The ability to bounce back from setbacks, lift one another up, and celebrate success is essential for creating a thriving and innovative workplace. Our webcast will feature a panel of leaders across the risk, cybersecurity, legal/regulatory affairs, and internal audit and controls functions who will each provide perspectives on driving towards success in the face of adversity.

Specifically, our speakers will discuss the following:

The importance of celebrating success: why it’s crucial to acknowledge reaching your goals.

Defining ‘going for gold’: what it means for them and their careers.

Bouncing forward from setbacks: tips and stories of overcoming obstacles.

Lifting one another up: how to come together in the face of adversity to achieve aspirations.

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.

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 LZNR4VCH794.

Governing AI with Confidence: Responsible AI and Audit-Ready Controls
2026-03-31 13:00 - 14:00
Event description

The rapid adoption of artificial intelligence is transforming how organizations operate, innovate, and compete but it also introduces significant and evolving risk. As AI becomes embedded across business processes, many organizations are shifting from experimental use cases to enterprise-wide deployment with no clearly defined governance model, inconsistent risk management approach, nor a mature controls framework. Gaps in AI governance, ineffective risk profiling of emerging initiatives, data security and privacy concerns, and a lack of urgency to adapt to an evolving regulatory and control landscape can expose organizations to financial, regulatory, and reputational harm.

To navigate these challenges, organizations must move beyond ad hoc controls and establish resilient, enterprise-wide Responsible AI programs grounded in strong governance, accountability, and continuous monitoring. These strategies must be comprehensive enough to integrate across business functions and address risks beyond cybersecurity alone. Internal Audit plays a critical independent role in assessing the design and effectiveness of Responsible AI strategies, informing executive leadership, the audit committee, and the board on AI risk readiness today – while helping organizations anticipate and prepare for the risks of tomorrow.

Webcast details

Date and time

Tuesday, March 31, 20261:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify key AI regulatory requirements and frameworks and evaluate their applicability to an organization based on its vision, strategy and objectives

Summarize the principles of responsible AI and explain the risks that are associated with AI systems

Describe the practical steps to identify, evaluate, and mitigate risks throughout the AI ideation, development and deployment process.

Identify Internal Audit’s role in preparing for AI focused audits with inclusion of leading practices

Describe how to build an impactful audit approach for trending topics in AI and Governance

2026 Proxy season webcast
2026-03-31 13:00 - 14:30
A fast-paced and engaging webcast where PwC specialists and guest panelists break down the key regulatory shifts, emerging disclosure considerations, and critical insights shaping the 2026 proxy season in an informative and dynamic format.

Presenters:Matt DiGuiseppe, Managing Director, Governance Insights Center, PwC USArielle Berlin, Director, Governance Insights Center, PwC USAriel Smilowitz, Director, Governance Insights Center, PwC USElina Tetelbaum, Partner, Head of Shareholder Engagement and Activism Defense, Wachtell, Lipton, Rosen & KatzGregory Johnson, Director, Governance Insights Center, PwC USGreg Serio, Partner, Park Strategies, LLCNancy Florek Director of Corporate Governance, Putnam Investments

Who should attend: Board directors.

CPE Credit: 1.5 CPE credits.

Optimizing the workforce in the age of AI
2026-03-31 14:00 - 15:00
In this fireside chat with Ginnie Carlier, EY Americas Vice Chair — Talent, we’ll explore how organizations are navigating workforce optimization as AI becomes embedded across the world of work.

AI is much more than a productivity tool — it is reshaping how humans create value at work. As organizations move from experimentation to scale, leaders must decide not only where we leverage AI, but also how to do so responsibly and with the goal of elevating human’s capacity to create value not just build efficiencies.

Through executive dialogue and real-world examples, you’ll gain practical perspectives to help you assess where your organization is today and how to move toward a more integrated, value-driven approach to workforce strategy, including:

Strategic considerations regarding the deployment of AI: Getting there fast vs getting it right

HR’s role in organizational AI strategy: Shifting from siloed workforce decisions to a shared optimization mindset

What work should prioritize: Identifying the greatest areas for ROI in regard to AI investment

Human capability augmented by AI: Seeing AI as a means to enhance human contribution rather than replace it

Gain insights grounded in the real-world perspective of the EY Americas Vice Chair — Talent, on how these shifts are showing up in practice — and how leaders can prepare their workforce for what’s next.

Join us today!

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

Note: CPE is only available for attending the live event, on-demand viewing is not eligible

June 30 ICP Deadline: Audit‑Ready Submission Best Practices
2026-03-31 14:00 - 15:00
Are you ready to submit your Incurred Cost Proposal (ICP)? For government contractors with a December 31 fiscal year-end, the ICP is due by June 30.

Join our Government Contracting team for a practical, insight-driven webinar that walks through the ICP process from start to finish. Drawing on actual Defense Contract Audit Agency (DCAA) audit experience, our professionals will discuss the purpose of the ICP, required data elements, best practices for preparation, adequacy expectations, and audit-readiness considerations. The session will also highlight common DCAA questioned costs, including allowability and allocability concerns, as well as current audit trends contractors should be aware of.

Learning Objectives:

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

Identify contract clauses driving the ICP requirement.

Discuss the data inputs and required schedules of an adequate ICP.

Recognize common DCAA questioned costs related to allowability and allocability.

Apply practical steps to help improve audit readiness and reduce audit risk.

CPE Information

1.00 CPE Credit(s) (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.

From geopolitical uncertainty to business confidence — so you can replace ‘what if’ with ‘what's next’
2026-03-31 16:00 - 17:00
Join our webcast to learn how US executives are making decisions in a rapidly shifting policy, regulatory, and geopolitical environment. With balanced perspectives from prominent external voices and PwC’s industry leaders, it moves beyond headlines to surface second- and third-order business impacts—on capital, operations, regulation, and risk—and translates them into practical next moves that replace “what if” with “what’s next.”

Who should attend: Executive leadership across business functions including the C-suite, Boards and Tax leaders.

CPE Credit: 1.0

2026 Tax Strategist Cross-Border Webcast: Spring Planning Session
2026-04-01 13:00 - 14:00
The OECD’s January 5 guidance introduces a “side-by-side” arrangement that may effectively exclude many U.S.-parented multinationals from most Pillar Two (GloBE) rules beginning in 2026—yet significant compliance and reporting obligations remain for 2024–2025 and in any jurisdictions with a Qualified Domestic Minimum Top-Up Tax (QDMTT).

Join BDO for a timely webcast to break down what’s changing, what still applies, and how the new safe harbors, including simplified effective tax rate (ETR), substance-based tax incentive, and UPE safe harbors, may reduce burden and preserve incentives—along with practical considerations for implementation, readiness, and financial statement and disclosure impacts.

Learning Objectives

Examine how the side-by-side approach may affect U.S.-parented groups, and why Pillar Two workstreams still matter for 2024–2025 and QDMTT jurisdictions.

Identify practical implications of the simplified ETR safe harbor, SBTI safe harbor, and the UPE safe harbor.

Describe key readiness steps, timeline considerations and U.S. GAAP enactment, MD&A, and risk factor considerations.

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

Optimize Your High-Volume Practice with Intuit ProConnect Tax
2026-04-01 13:00 - 14:00
Description

If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.By attending this course, you will be able to:

Identify the benefits of using ProConnect Tax

Identify time-saving features built directly into the software

Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms

Understand how to import QuickBooks data into a tax return

Identify how the Link client portal gathers client data and imports it directly into the tax return

Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients

Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more

Determine how to sign up for ProConnect Tax

Who Should Attend?Tax professionals that are interested in or are new to the ProConnect Tax software

Prerequisite: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1CE: 0

Intuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI
2026-04-01 13:00 - 14:00
Traditional forecasts fail because they rely solely on historical financial trends and disconnected data. While drilling into operations for early indicators is expensive and time-consuming, modern business demands real-time adaptation.

AI built from the ground up for financial intelligence—not just bolted on—is the catalyst for this transformation. Join us to see how an AI-native platform revolutionizes your financial processes, moving beyond manual consolidation and generic AI tools that lack enterprise security. We’ll demonstrate how purpose-built AI empowers your team to move from endless email chains to automated, accountable workflows.

This session explores how AI-powered financial planning turns static models into dynamic, weekly re-forecasts, giving you the confidence to drive organizational performance and protect board credibility.

What You’ll See:

The Financial Intelligence Layer: How an AI-native architecture provides the “why” behind numbers in real-time with explainable, board-ready models.

Predictive Forecasting & Connected Revenue: How to move beyond historical trends by natively connecting live CRM data to your financial plan for a single source of truth.

Anomaly Detection as an Automated Watchdog: How AI sifts through vast datasets to proactively identify revenue risks or hidden opportunities before they impact the bottom line.

AI Finance Assistant: A “Google for finance data” that allows anyone to find answers in plain language without compromising enterprise-grade security or compliance.

This webinar is eligible for 1 CPE credit.
