Organizations rely on third‑party vendors to support critical operations and data processing, yet accountability for cyber and operational risks remains with the organization. System and Organization Controls (SOC) reports are widely used in vendor oversight, but they can be misunderstood, over‑relied upon, or reviewed without sufficient context. This CPE-eligible webinar will explore how SOC reports...
Description: In 2026, the volume and velocity of global and domestic regulatory changes have made manual, ad-hoc tracking a significant business liability. Organizations are frequently left vulnerable to noncompliance and "last-minute scrambles" because they are overwhelmed by a "tsunami" of data, much of which is irrelevant to their specific business model. This webinar explores the...
Seven years after South Dakota v. Wayfair, Inc, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service. In this session, we'll explore how...
Description Are you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients, there is a new way to rewarding the work you do. Chances are you're undervaluing your expertise, undercharging your clients and working too many hours for too little in return....
As institutions of higher education continue planning for the adoption of GASB Statements No. 103 and 104, questions around interpretation, timing, and implementation continue to surface. Join CLA for an interactive webinar designed to address the most common questions we’re hearing from colleges and universities. This session will focus on practical considerations, common implementation challenges,...
Description: Everyone agrees culture matters. Boards discuss it. Regulators expect oversight of it. Annual reports celebrate it. Now, through the Institute of Internal Auditors’s Topical Requirement on Organisational Behaviour, internal audit is formally expected to address it. But the real question remains: So what? What does culture actually mean for audit planning, scoping, testing, and...
Finance teams have more than one option when it comes to designing and delivering financial reports, but understanding when to use Solver versus Microsoft Power BI can be challenging. Both tools are capable of presenting numbers and visual insights, yet they take very different approaches to getting there. While Power BI excels at interactive dashboards...
Key takeaways Private credit is a fast-growing investment management strategy, and tax outcomes can significantly affect economic returns, investor reporting, and tax compliance obligations. In this session, private credit tax specialists will explore key federal and state income tax considerations and potential tax planning opportunities for investment managers implementing private credit structures. We’ll discuss: Key...
Event Overview This session provides a timely, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations, regulatory and compliance considerations, governance and leadership transitions, and technology adoption. Designed for nonprofit leaders and trusted advisors, the session focuses on translating emerging trends into clear, actionable insights that...
Automation. Rising productivity expectations. Expanding security demands. The pressure on HR and IT has intensified — yet too many organizations are still operating with disconnected workflows and fragmented IT systems. It’s time to rethink how HR and IT work together. Join ADP and Sapient Insights Group for a focused, action-driven session on how leading organizations...
