Free Live CPE Calendar

Governing AI with Confidence: Responsible AI and Audit-Ready Controls
2026-03-31 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
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.

ERISA: Accounting, Audit, and Regulatory Updates Impacting Retirement Plans
2026-04-01 14:00 - 15:00
Join BDO and our thought leaders for a timely update on the most important developments affecting retirement plans. This webinar will explore recent changes in accounting standards, employee benefit plan audit considerations, and regulatory guidance that plan sponsors and fiduciaries need to understand. Attendees will walk away with practical insights to help navigate complexity, manage risk, and stay compliant in a rapidly evolving environment.

Learning Objectives

Identify impact of recent accounting developments on retirement plans.

Discuss newly effective auditing standards on retirement plans.

Demonstrate knowledge of legislative and regulatory changes impacting retirement plans.

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

Cut the chaos: Simplify your compliance program with audit harmonization
2026-04-01 14:00 - 15:00
Description:

Is your organization stuck in a nonstop audit cycle? You’re not alone.

A-LIGN’s 2026 Compliance Benchmark Report reveals that 97% of organizations conduct two or more audits annually, and 74% of enterprises manage four or more audits each year.

Although 99% of organizations agree that consolidating their audits would save time or money, they’re just not sure where to begin. According to the report, 27% of organizations don’t know how to start the process, and 24% cite limited time as a major obstacle.

Join, Petar, expert from leading auditor A-LIGN to explore audit harmonization and how to get started.

Learning objectives:

The benefits of audit harmonization

How to build a team of partners to get started

What audit harmonization looks like in practice

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.

Emerging Trends in Unclaimed Property
2026-04-02 12:00 - 13:30
Join Unclaimed Property leaders from BDO and Kilpatrick to learn about key changes in state unclaimed property laws and regulations, including new legislation, enforcement trends, and administrative guidance. Discover how these changes will affect compliance strategies for multistate holders, and learn practical steps for adapting policies and procedures to remain compliant. We will cover these recent state-specific developments:

10-year limit to claim funds in Ohio, and the use of unclaimed funds to subsidize stadium projects, including $600 million for a new Cleveland Browns stadium.

California targeted outreach.

California’s recently adopted SB 822, officially classifying cryptocurrency as intangible property under the Unclaimed Property Law.

Self-Audit Notice Initiatives (e.g., Indiana, Washington, etc.).

We will also highlight notable unclaimed property developments in other states to provide a comprehensive overview of the evolving landscape nationwide.

Learning Objectives

Cite recent changes in state unclaimed property laws and regulations, including new legislation and enforcement trends.

Evaluate the impact of emerging state requirements on compliance strategies for multistate unclaimed property holders.

Identify practical steps for updating internal policies and procedures to help ensure ongoing compliance with evolving state laws.

Analyze recent state-specific developments and gain insight into current state initiatives.

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

Evaluating GenAI in Healthcare and Where to Start
2026-04-02 13:00 - 14:00
A candid, 60-minute panel of medical-group leaders who have already rolled up their sleeves with GenAI. Expect behind-the-scenes stories on:

How they identified and launched their first practical use case

The criteria they used to pinpoint AI platforms that move the needle in care and efficiency

First-hand lessons on how Gen AI is reshaping patient and staff interactions

A concrete “first-steps” playbook any group can apply immediately.

Attendees will walk away with a vendor-evaluation checklist, an ROI-measurement framework, and insider lessons that can save months of trial and error.

This 60-minute webinar will provide you with the knowledge to:

Identify high-impact workflows in their own organizations that are suitable for an initial Gen AI pilot

Apply a framework to evaluate AI vendors for capabilities that will translate to real clinical and operational value

Measure success by outlining key ROI and experience metrics (such as access, staff efficiency, and patient satisfaction) to track before and after deployment

Brought to you by Assort Health

Navigating the 2026 ESG Regulatory Landscape
2026-04-02 13:00 - 14:00
The 2026 ESG regulatory environment continues to evolve at an unprecedented pace. Expanding global mandates, increasing state-level requirements, and heightened stakeholder scrutiny are reshaping how organizations approach transparency, governance, and risk management. Companies must now navigate a complex patchwork of regulations across the United States, the European Union, and the UK while preparing for emerging climate disclosure obligations that will impact reporting strategies and governance structures.

Join this webcast to gain practical insights into navigating the evolving ESG regulatory landscape and preparing your organization for 2026 compliance requirements.

Building Career Resilience: Navigating Change, AI, and the Future of Reporting
2026-04-02 13:00 - 14:00
About this Event:

(1 CPE) Professionals are navigating constant change. Whether the disruption comes from emerging technologies like AI or changing regulations, one thing remains consistent: careers are strongest when they’re built on connection, community, and adaptability.

In this unique fireside chat, Pro Groups Executive Advisor Steve Soter is joined by Joe Howell, co-founder of Pro Groups and Workiva, and former public company CFO, for a candid conversation about the timeless principles that help professionals stay resilient through uncertainty. Drawing on Joe’s significant experience, the discussion will answer questions about the existential impact of AI on our careers, how to navigate unexpected job changes, and how to reorient your career for resilience through practical, repeatable approaches, including building and maintaining strong networks, staying visible and relevant in an increasingly automated world, and avoiding the risks of operating in isolation.

This session highlights enduring strategies professionals can use to navigate any period of change, with a focus on AI and the current regulatory landscape. Steve and Joe conclude with a concise, actionable framework attendees can apply to protect and advance their careers, no matter what comes next.This webinar is hosted by Pro Groups. Pro Groups, sponsored by Workiva, is a community of accounting & finance, sustainability reporting, and audit & risk professionals. Learn more about upcoming events and free membership at progroups.org. we will email you the recording.

Building Career Resilience: Navigating Change, AI, and the Future of Reporting
2026-04-02 13:00 - 14:00
(1 CPE) Professionals are navigating constant change. Whether the disruption comes from emerging technologies like AI or changing regulations, one thing remains consistent: careers are strongest when they’re built on connection, community, and adaptability.

In this unique fireside chat, Pro Groups Executive Advisor Steve Soter is joined by Joe Howell, co-founder of Pro Groups and Workiva, and former public company CFO, for a candid conversation about the timeless principles that help professionals stay resilient through uncertainty. Drawing on Joe’s significant experience, the discussion will answer questions about the existential impact of AI on our careers, how to navigate unexpected job changes, and how to reorient your career for resilience through practical, repeatable approaches, including building and maintaining strong networks, staying visible and relevant in an increasingly automated world, and avoiding the risks of operating in isolation.

This session highlights enduring strategies professionals can use to navigate any period of change, with a focus on AI and the current regulatory landscape. Steve and Joe conclude with a concise, actionable framework attendees can apply to protect and advance their careers, no matter what comes next.

More CPE information →

Inside the Cybersecurity Frontlines with Nonprofit IT Leaders
2026-04-02 14:00 - 15:00
Join us for a complimentary webinar to dive deeper into cybersecurity trends and better understand methods nonprofits are using to mitigate risk and protect their mission.

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

Identify the current cyberthreat landscape for nonprofit organizations

Recall practical strategies from a chief information security officer’s perspective

Recognize how cybersecurity supports mission success

Who should attend

This session is designed for CEOs, CFOs, CIOs, controllers, finance directors, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit organizations.

Questions?

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

CPE

Recommended CPE: 1 credit, Information TechnologyPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet BasedasedAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Tech Outlook 2026: Agentic AI and infrastructure strategy
2026-04-02 14:00 - 15:00
Key takeaways

As agentic artificial intelligence (AI) evolves from experimentation to execution, organizations face a new strategic reality: autonomy increases both opportunity and infrastructure demand. How can leaders align software innovation with data center strategy, governance, and economics to scale responsibly? We’ll discuss:

How organizations can prioritize use cases, orchestrate multiagent systems, and apply a thoughtful hybrid cloud strategy

What distinguishes agentic AI from earlier generative AI deployments and how enterprises are integrating agents into workflows

Infrastructure implications of sustained inference, including compute, power, networking, and data center considerations

Is a Group Ruling Right for Your Health System?
2026-04-02 14:00 - 15:00
Webcast overview

The IRS has reopened the group ruling process, creating an important planning opportunity for hospital systems that do not currently have a group exemption letter. Organizations should carefully evaluate the advantages and disadvantages of obtaining a group exemption and understand the implications of adding new members to the group going forward. Please join us for our upcoming webcast, where KPMG professionals will discuss a variety of topics, including:

Overview of the IRS’s new procedures for group exemption letters

How group exemption applications and group information returns work in practice for healthcare systems

Considerations when adding new members to a group exemption

Potential impacts on community benefit and other reporting requirements

Opportunities for operational administrative efficiencies

Key governance and compliance considerations for hospital systems

Overview of the IRS’s new procedures for group exemption letters

Please join us for what promises to be an insightful and informative webcast.

Learning Objectives:

Following this webcast, participants will be able to:

Recognize the circumstances under which a hospital system may benefit from a group exemption letter.

Identify the new IRS procedures for obtaining and maintaining a group exemption letter.

Analyze the practical application of group exemptions and group returns for healthcare systems.

Understand the impact of group exemptions on community benefit reporting and other compliance requirements.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience:Tax professionals, Head of Tax, exempt healthcare organizationsField(s) of Study: Taxes – 81Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code MYN4G3MTJLT.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season, please expect delays in CPE processing.

Navigating 340B: Operational Strategies to Manage Regulatory Change
2026-04-06 13:00 - 14:00
Join experienced professionals from Forvis Mazars and Denise Scarpelli, vice president and chief pharmacy officer at UChicago Medicine, for an in-depth discussion of the latest legislative and regulatory developments affecting the 340B Drug Pricing Program. This webinar is designed to provide insight into the implications for essential hospitals, implementation of the 340B Rebate Model Pilot Program from the Health Resources and Services Administration (HRSA), ongoing litigation, and potential legislation. The presenters will also share operational strategies essential hospitals can use to help navigate these evolving requirements while continuing to fulfill their mission of providing access to affordable care in underserved communities.

Learning Objectives

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

Discuss how recent legislative and regulatory changes to 340B may affect healthcare organizations.

Identify current and emerging challenges and opportunities related to 340B.

Apply operational strategies to help comply with evolving 340B requirements.

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.

Tax Readiness — CAMT and cost recovery essentials
2026-04-06 14:00 - 15:30
Recent guidance from Treasury and the IRS has reshaped the impact of the OBBBA on the CAMT and how companies are implementing changes. From expanded adjustments for items like R&D and repairs to new rules on bonus depreciation and qualified production property, the landscape has shifted for many companies. This webcast will unpack the latest developments, consider downstream impacts of the OBBBA’s options, and offer practical insights needed to act on the latest guidance. CPE-eligible for 1.5 Tax credits.

Real Estate Tax Chat: The Evolving Tax Landscape for Investors
2026-04-07 10:00 - 11:00
Webcast overview

Join KPMG LLP (KPMG) for a Real Estate Tax Chat examining the evolving tax landscape and the implications of new Section 892 regulations for sovereign investors and the broader real estate market. The discussion will address key tax challenges and opportunities, as well as the strategic tradeoffs between innovative and traditional deal structures.

The session will feature Richard Cheung, Global Head of Investment Tax at GIC, and Len Sammartano, Vice President of Tax at GIC. They will share insights on identifying durable investment trends, evaluating opportunities, and integrating tax considerations into investment strategy.

KPMG US Real Estate Tax Leader, Ryan Taylor, will moderate the discussion along with KPMG US Sovereign Wealth Tax Leader, Kirstin Gallagher, and Josh Kaplan, Senior Managing Director in KPMG Washington National Tax.

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 P6NLXBLZXHR.

Building your AI in finance roadmap
2026-04-07 11:00 - 12:00
Key takeaways

Finance leaders have an opportunity to unlock value through artificial intelligence (AI) adoption while reducing risks and strengthening trust. A thoughtful and clearly defined AI roadmap helps to prioritize, manage risks, and scale adoption. Learn the ways finance organizations are developing AI roadmaps and implementing use cases for AI that drive cycle time reduction and more confident decision-making. We’ll discuss:

Potential pitfalls and how to mitigate risks

Taking a targeted approach to select finance and accounting AI use cases

Sequencing near-, mid-, and long-term initiatives

Prioritizing based on impact, maturity, and constraints across data, integration, and capacity

Understand the Tax Changes Shaping 2026
2026-04-07 11:00 - 12:00
Staying on top of shifting tax rules is essential for businesses, but challenging. In this webinar, tax experts from Avalara and Sales Tax Institute discuss recent tax policy developments and their potential impact on compliance.

What you’ll learn

Key legislative trends shaping U.S. tax policy

How the taxation of services continues to evolve

Recent sales tax rulings and what they could mean for your business

New developments in tariffs and cross-border trade

Opportunities and considerations around tax amnesty programs

Live webinar attendees are eligible to earn 1 hour of CPE credit.

Capital Conversations in a New Regulatory Era
2026-04-07 12:00 - 13:30
This webinar from Forvis Mazars will provide an in-depth breakdown of the new regulatory capital proposals including the latest reproposal on Basel III. In addition to highlighting significant changes, we’ll explore how these capital requirements may impact bank balance sheets and key considerations for financial institutions. Participants will gain actionable insights into the implementation timeline and strategic adjustments necessary to navigate the revised risk-based capital framework.

Learning Objectives:

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

Interpret the final rule’s capital framework change.

Evaluate the capital, balance sheet, and product-level implications of the final rule.

Identify the supervisory expectations, including expectations for governance, model risk management, and data infrastructure.

CPE Information

1.5 CPE credits (pending approval) in the Finance field of study may be awarded upon verification of participant attendance, during live broadcast.eld 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.

Rethinking Practice Growth for 2026: Expanding Administrative Capacity Without Adding Headcount
2026-04-07 13:00 - 14:00
Healthcare organizations are reaching an administrative capacity breaking point. New national research from Edge shows more than 76% of healthcare leaders report administrative workload is already overwhelming their organizations — driving backlogs, burnout, compliance risk, and delayed patient access.

This webinar uses these findings to reframe the workforce challenge facing medical practices and examine why traditional responses such as overtime and incremental hiring are no longer sufficient. Attendees will explore where practices feel administrative strain first — including scheduling, billing, documentation, authorizations, and regulatory reporting — and how these pressure points limit growth, access, and financial performance.

The session then introduces a governed, compliance-ready workforce model designed to expand operational capacity without increasing local headcounts. By combining AI-driven vetting, certified role-trained professionals, and secure operational infrastructure, this approach helps organizations stabilize workflows, reduce administrative burden, and protect care delivery while maintaining quality and compliance.

This 60-minute webinar will provide you with the knowledge to:

Interpret new industry research on the administrative capacity crisis and its impact on access, revenue, and staff burnout

Identify which healthcare workflows break first, and why traditional hiring and overtime strategies fail to scale

Apply a secure workforce framework to expand operational capacity without increasing local headcount or compliance risk

Brought to you by Edge

Key Insights from the Q1 2026 CFO Survey
2026-04-07 13:00 - 14:00
Event description

This webcast will explore key findings from the Q1 2026 CFO Survey, a quarterly pulse study of senior finance executives across industries. The discussion will examine how CFOs are responding to shifting economic conditions, evolving cost pressures, and continued investment in technology and digital transformation.

Drawing on survey responses from more than 200 senior finance leaders, the webcast will highlight trends in economic outlook, investment priorities, workforce planning, and finance operating models. Participants will gain insight into how finance leaders are balancing growth objectives with cost management while navigating persistent inflation, customer price sensitivity, and changing expectations around outsourcing and digital transformation.

Webcast details

Date and time

Tuesday, April 07, 20261:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify key economic and strategic trends influencing CFO priorities based on the Q1 2026 CFO Survey results.

Evaluate how organizations are adjusting investment and cost management strategies in response to economic uncertainty and affordability pressures.

Recognize emerging finance operating model trends, including shared services, outsourcing, and offshore strategies.

PWA Compliance Playbook for Clean Energy Tax Credits
2026-04-07 14:00 - 15:00
Prevailing Wage and Apprenticeship (PWA) requirements are now a make-or-break issue for clean energy projects seeking the full value of federal tax credits. For project owners and contractors alike, missteps in contracts, payroll practices, or documentation can result in significant credit reductions, penalties, and rework.

This complimentary webinar provides a practical, project/production level roadmap for complying with PWA requirements across today’s most relevant clean energy incentives: IRC Sections 45Y, 48E, and 45Z. We’ll focus on what owners and contractors need to do during construction and production, not just at tax return time.

Designed for owners, developers, EPCs, general contractors, and subcontractors, this session bridges the gap between IRS rules and real-world execution in the field.

Topic Discussions:

How PWA requirements apply across clean electricity and clean fuel projects and production

What the final IRS PWA regulations mean in practice, and where rules are still evolving

Best practices to consider for contracts and subcontractor flow-downs to support PWA compliance

Common certified payroll and apprenticeship pitfalls that put credits at risk

Required documentation and recordkeeping owners and contractors must maintain

When and how correction and cure provisions may apply if issues are identified

Practical coordination tips between owners, GCs, and subs to avoid downstream surprises

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

Identify when PWA requirements apply to clean energy projects under IRC Sections 45Y, 48E, and 45Z, including key applicability thresholds and exceptions

Identify construction contracts and subcontractor flow down provisions to determine whether PWA obligations are appropriately addressed for owners, general contractors, and subcontractors

Recall how to apply prevailing wage and apprenticeship rules to common project scenarios by assessing certified payroll practices, apprenticeship participation, and labor hour requirements

Distinguish between compliant and noncompliant documentation and recordkeeping practices that may affect eligibility for enhanced clean energy tax credits

Recognize available correction and cure mechanisms under IRS guidance and assess when remediation steps may be required to preserve credit eligibility

Who should attend

This session is designed for clean energy project/production owners and developers; general contractors, EPCs, and subcontractors; construction and project management professionals supporting PWA-covered projects; and finance, tax, and compliance leaders involved in clean energy credit 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

View CPE sponsorship information

Pathways to new value and growth during uncertainty
2026-04-08 11:00 - 12:00
How are leading companies handling the many disruptions that are hitting them from all sides?

In the current climate of non-stop technological, economic, regulatory and social change, successful leaders are making productivity a top priority—not just a cost exercise but a path to future growth and value.

They are treating reinvention as a continuous requirement and transformation as an ongoing capability.

In this webcast, we’ll speak with top executives who will share their experiences with strategic transformation and the importance of maintaining cost discipline while also reinventing themselves through strategic M&A, alliances and venture building.

Learning Outcomes:

Apply insights from real‑world case studies to transform their own organizations.

Explore how capital efficiency — including free cash flow and return on investment —supports shareholder value and long‑term growth.

Discuss how disruption can be a catalyst for bold innovation.

Identify success factors for disruptive growth and strategic transformation.

Moderator:

Mallory Caldwell – EY-Parthenon US Corporate Strategy Leader

Presenters:

Rob McMurray – Chief Financial Officer, ChristianaCare

Larry Dominique – EY Center for Executive Leadership Advisors in Residence

Minerva Tantoco – EY Center for Executive Leadership Advisors in Residence

Ashley Costa – Principal, EY-Parthenon, Ernst & Young LLP

Stephen Cea – Managing Director, Consulting, Ernst & Young LLP

Alex Stock – EY Americas Head of Innovation, Business Consulting

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.

2026 Board Committee Governance Priorities Rebroadcast
2026-04-08 12:00 - 13:00
Join BDO and explore the top priorities and emerging trends shaping board committee agendas in the year ahead. Our panelists will share expert insights and strategic guidance to help you successfully navigate the complexities of today’s business environment and opportunities to sharpen your board governance focus.

Learning Objectives

Discuss trending risks and strategies within each committee’s purview including leading practices in responsibility allocation among committees

Highlight key questions directors should consider maximize boardroom effectiveness

Describe effective approaches to committee communications, collaboration, and reporting

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

2026 Global Human Capital Trends
2026-04-08 12:00 - 13:00
Key takeaways

Deloitte invites you to explore key findings from our 2026 Global Human Capital Trends report, From tensions to tipping points: Choosing the human advantage. As change accelerates and agility becomes a primary competitive strategy, what choices will you make at the tipping points shaping the future of work? We’ll discuss:

Comparing static planning to dynamic orchestration approaches to improve real-time adaptability in an AI-powered environment.

Three tipping points shaping the future of work and evaluate the leadership choices required to respond.

Applying “human x machine” design principles to redesign work for measurable human–technology synergy and value creation.
