Free Live CPE Calendar

EY Center for Tax Policy monthly update - March 2026
2026-03-20 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations.

Join us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic, legislative and regulatory environment. In this regularly occurring webcast series, panelists will provide updates on:

The US economy and tax policy

What’s happening at the IRS

Breaking developments

We hope you will be able to join us.

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

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.

Pre-IPO masterclass: A multi-disciplinary roadmap to public readiness
2026-03-19 14:00 - 15:30
Description:

The transition from a private entity to a public company is a rigorous, multi-year transformation that extends far beyond the final filing. Successfully navigating this journey requires a synchronized effort across the enterprise, demanding heightened maturity from accounting, internal audit, IT infrastructure, and corporate governance. This 90-minute masterclass provides a comprehensive blueprint for managing this cross-functional evolution, moving beyond basic compliance to address the operational realities of being a public company.

We will break down the essential pillars of readiness, focusing on how to build a scalable infrastructure that satisfies the internal and external demands of auditors, legal counsel, and future shareholders. Participants will explore the interdependencies between financial reporting accuracy, robust IT general controls, and executive accountability. The session concludes with a 30-minute fireside chat featuring leaders who have managed this multidisciplinary shift firsthand. They will share practical insights on breaking down departmental silos, replacing fragmented manual workflows with a centralized risk environment, and establishing the sustainable governance framework required to thrive in the public eye.

Learning objectives:

Analyze the multi-disciplinary requirements of the IPO journey, identifying the critical touchpoints between accounting, internal audit, legal, and IT.

Implement a sustainable compliance infrastructure designed to mitigate enterprise risk and support the transition from private to public internal control standards.

Execute a strategic roadmap for establishing public-grade governance and internal control frameworks well in advance of the S-1 filing.

Evaluate how a connected risk platform replaces inefficient, disconnected spreadsheets to create a single source of truth for all stakeholders in the IPO process.

CPE credit(s): 1.5 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Verity Accruals: From Chaos to Control Across All Industries
2026-03-19 14:00 - 15:00
Every industry wrestles with unique accrual challenges. Whether it’s estimating clinical trial costs in Life Sciences, tracking supplier rebates in Manufacturing, or accruing project milestones in IT & Business Services, the complexity is universal. Join us to see how BlackLine’s AI-powered Verity Accruals can help.

You’ll learn how to:

Explore diverse accrual scenarios and solve challenges from a wide range of industries.

Apply universal best practices to automate manual accrual processes, reducing errors and saving valuable time.

Enhance financial controls and visibility to build a more resilient and predictable close with Verity Accruals.

The Agentic Close: From Month-End Sprint to Always-Ready Finance
2026-03-19 14:00 - 15:00
Webcast overview

Join the KPMG webcast, The Agentic Close: From Month-End Sprint to Always-Ready Finance, to learn how coordinated AI agents can orchestrate an end-to-end financial close process.

Speakers will help attendees:

Explore how goal-driven AI agents can be designed to reason, plan, and execute across your existing systems.

Discover the potential of an AI close command center that can manage the end‑to‑end close process, helping to align reconciliations, flux analysis, and reporting for a potentially faster and more accurate result.

Learn how to transition from the traditional “checklist close” to a more modern, exception-first model that increases efficiency, ensures consistency, and provides on-demand visibility into financial performance.

Walk away with a pragmatic roadmap for introducing agentic AI into your finance function, including the critical governance and control frameworks to support a successful implementation.

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 FGNJ784V5F5.

Regulatory and Risk Outlook 2026: Controllers Playbook
2026-03-19 14:00 - 15:00
The regulatory and risk landscape is evolving rapidly, placing increased pressure on controllers and finance leaders to stay ahead of tax changes, accounting standards, and compliance requirements. From emerging global risk trends to OBBBA tax reporting changes, evolving IFRS and FASB guidance, organizations must prepare for significant changes in 2026 and beyond. Panelists including Clarify Health SVP/CAO Christine Gu, and CFO/consultant Genevieve Hancock will examine growing enterprise risks—from cyber threats, geopolitics, and economic volatility.

Key Topics and Takeaways: – Major tax, audit, and compliance updates impacting 2026 reporting – New accounting standards and IFRS changes on the horizon – Government grant accounting and reporting implications – Enterprise and global risk trends finance leaders must monitor – How controllers can strengthen compliance readiness and reporting accuracy

**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

Controllers Council 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 web site: www.nasbaregistry.org

2026 Q1 government services webinar series
2026-03-19 13:00 - 15:00
Event overview

Topic 1

AI governance fundamentals for government organizations

This session provides government professionals with a practical foundation in AI governance. Participants will explore key considerations, including oversight, accountability, risk management and responsible AI use. The discussion focuses on how governance frameworks help agencies balance innovation with transparency, compliance and public trust.

Learning objectives

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

Identify core AI governance principles relevant to government organizations

Explain how governance frameworks support responsible AI adoption

Recognize common AI risks and how governance helps mitigate them

Topic 2

AI governance in action: A case study with the Hawai’i Department of Health

This session applies AI governance concepts through a real‑world case study with the Hawai‘i Department of Health. Participants will examine how predictive analytics was used to support better decision making and improved public health outcomes, connecting governance principles to real‑world implementation.

Learning objectives

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

Apply AI governance concepts through a government case study

Explain how predictive analytics can support improved health outcomes

Connect governance principles to practical AI implementation challenges

Senior living trends and challenges in 2026 and beyond
2026-03-19 12:00 - 13:00
As senior living leaders begin to set and achieve growth goals for their organizations in 2026, they must demonstrate perseverance within a rapidly changing environment.

Join Baker Tilly for an educational webinar where our team will explore trends and challenges for senior services leaders to be on the lookout for in 2026 and the pathways for reaching success. In addition, we will discuss how industry leaders can maintain market relevance with the changing consumer’s interest in longevity and well-being, identify growth opportunities (organic and new) and expand service offerings, prepare the organization for affiliation, and explore other strategic opportunities.

Who should attend

C-Suite professionals, presidents, vice presidents, administrators, management teams and board members of senior living organizations

Presenters

Mark Ross, CPA, Principal, Senior Living Leader

Jennifer Schwalm, CPA, Principal

Edward Klik, Principal

Learning objectives

Address the outlook and trends for 2026

Identifying growth opportunities and new service offerings

Understanding the drivers and market factors when seeking affiliations

Evaluating opportunities to improve financial performance for skilled nursing facilities and considerations when right-sizing healthcare services for CCRC organizations

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

A certificate of completion will be emailed to you four to six weeks after the event. Level: Basic CPE credit: One (1) hour total credit Field of study: Management Services (MS)

Host: Kylie Haris

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.

Q1 2026 Quarterly accounting webcast
2026-03-19 11:00 - 12:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q1 2026.

If you are not able to join our webcast on March 19, register for another session on March 25.

Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the March 11, March 19 and March 25 sessions will be the same, participants are only eligible to receive CPE for attending one session.

The ABCs of Creating KPIs Using Solver & Power BI
2026-03-19 10:00 - 11:00
Key performance indicators (KPIs) provide professionals with quick insights into how a business is achieving objectives. Elements such as inventory levels, current ratio, and net profit year-to-date (YTD) are just three examples. This informative webinar will demonstrate how to create KPIs in Solver and Power BI, and how to present this information clearly and effectively in your reports.

Learning Objectives

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

Explain how to create KPIs using Solver expressions and KPI functionality.

Outline how to add KPIs to Solver reports.

Describe how to create measures in Power BI reports to support KPI visualization.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Information Technology 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.

March 2026 Quarterly Outlook
2026-03-18 14:30 - 15:30
Webcast overview

In this webcast, KPMG professionals discuss the latest developments in AI, the economy, and financial reporting.

Applicability

All companies

Event contents

Economic outlook: Hear what our senior economist is forecasting for Q2 and the critical signals every business leader should be watching.

A conversation with OpenAI: We sit down with Alex Gee, Head of Technical Accounting, to discuss how AI is reshaping his team and the use cases they’re deploying now.

AI agent demo: We vibe code an agent from scratch to automate invoice processing and identify leakage.

Financial reporting update: We take a deep dive on structured equity transactions, the latest on SEC rulemaking, and what we are hearing on DISE.

*CPE Credit: Participants will be eligible for 1.0 CPE credit in the field of accounting for attending one of the 60-minute sessions and responding to live check-ins. Since the content for the Mar 17 and 18 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Navigating the new frontier of AI-enabled fraud
2026-03-18 14:00 - 15:30
Description:

As Artificial Intelligence rapidly reshapes core business processes, it presents a dual-use dilemma: increasing operational efficiency while simultaneously empowering fraudsters with sophisticated, large-scale techniques. This webinar explores the evolving risk landscape, where internal audit faces a critical imperative to assess emerging threats.

Through a detailed anatomy of an eight-figure loss, we will analyze the “7 components of sophisticated attacks,” including deepfakes, “code of silence” NDAs, and the spoofing of legitimate tools like DocuSign. We will also examine current industry data revealing a significant readiness gap, where 88% of leaders cite AI-powered phishing as a primary concern, yet only 36% feel prepared to combat it.

Attendees will gain a strategic roadmap for mitigation, focusing on bespoke simulations for high-risk groups, “secondary channel” verification protocols, and AI-enhanced technical controls. Join us to learn how internal audit can move beyond assessing control weaknesses to leading AI-related incident investigations and organizational alignment.

Learning objectives:

Evaluate the new AI threat landscape: Deconstruct the “dual-use dilemma” in which AI increases efficiency and enables sophisticated attack vectors, such as deepfakes, fingerprinting, and the “code of silence”.

Analyze real-world Breach Anatomy: Examine case studies of eight-figure losses to identify missed opportunities where professional curiosity and stakeholder involvement could have disrupted the attack chain.

Address the readiness and awareness gap: Identify critical barriers to defense, such as a lack of staff expertise, and understand why greater technical familiarity often leads to a higher perceived risk.

Implement a strategic mitigation roadmap: Deploy a multi-layered defense strategy, including bespoke simulations, “secondary channel” verification protocols, and AI-enhanced technical controls.

CPE credit(s): 1 NASBA CPE upon live viewing and participation in polls. CPEs not offered for 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.

Tax Readiness: Q1 Tax accounting considerations
2026-03-18 14:00 - 15:00
Join our PwC specialists as they discuss quarterly tax accounting considerations, review recent tax developments, and related reporting reminders. CPE-eligible for 1 Accounting credit.

HR trends and priorities for 2026: People
2026-03-18 14:00 - 15:00
In December, we hosted a webinar on HR trends and priorities for 2026, emphasizing the vital elements of people, compliance, and technology. HR leaders and business owners face a compelling challenge: finding the ideal balance of innovation and compassion to cultivate agility, resilience, and sustainable growth.

We invite you to join our experts for an in-depth exploration of the latest trends shaping the workforce. In this session, we will share valuable best practices and insightful tips to help you confidently navigate these transformative changes, including:

• Organizations are assessing their skills inventories

• AI is creating a mix of experiences for people at work

• Organizations are affirming their commitment to employee well-being

ADP helps employers understand people, compliance and technology issues surrounding workforce management. Tap into our expertise to ensure you’re prepared for what’s now and what’s next at work.

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

2026 Yellowbook Webinar Series
2026-03-18 13:00 - 14:00
Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.

In each focused one-hour session, we break down what’s changing, why it matters and what you should do next. Then, we’ll move to solutions you can act on right away.

All sessions are held live on Wednesdays from 12-1 PM central, which you can attend throughout the year to earn up to 10 CPE credits.

Getting started is simple: select the sessions that matter most to you.

How Surescripts Scaled with NetSuite Planning and Budgeting (NSPB)
2026-03-18 13:00 - 14:00
Join us for a case-study discussion on how Surescripts modernized its financial planning and reporting environment through the implementation of NetSuite Planning and Budgeting (NSPB) within a unified NetSuite ecosystem.

Confronted with legacy consolidation tools that required significant maintenance and limited planning agility, Surescripts transitioned to an integrated platform connecting ERP, planning, forecasting, workforce modeling, and reporting. The initiative improved scalability, forecast accuracy, and financial transparency while reducing system complexity.

During this session, we will highlight the NSPB implementation journey, including integration with NetSuite Core Financials, development of driver-based forecasting models enhanced by predictive analytics, automation of month-end reporting, workforce planning integration with Workday, and the deployment of real-time dashboards with ERP drill-back capabilities.

Attendees will gain practical insight into how an integrated planning architecture can strengthen performance, enhance visibility, and drive sustainable user adoption.

By attending this webinar, participants will be able to:

Evaluate the limitations of legacy planning and consolidation systems and assess modernization strategies within an integrated ERP environment.

Explain the operational and architectural benefits of integrating NetSuite Core Financials with NetSuite Planning and Budgeting, including governance and change-management considerations.

Analyze how driver-based forecasting models and predictive planning techniques improve forecast accuracy, scalability, and strategic decision support.

Assess best practices for automating month-end reporting and deploying real-time variance dashboards with ERP drill-back to enhance financial transparency and oversight.

This webinar will qualify for 1 CPE credit.

Strategic Energy Incentives Update: Section 179D, Cost Segregation and Tax Credits
2026-03-18 13:00 - 14:00
Description

Energy-related tax incentives continue to evolve, creating both opportunities and complexity for taxpayers, real estate owners and advisors. Recent legislative updates, regulatory guidance, and IRS enforcement trends have made it more important than ever to understand how these incentives can be strategically identified, documented and claimed.

Join Cherry Bekaert’s professionals for an in-depth update on key energy-related tax incentives, including Inflation Reduction Act (IRA) Energy Credits, Section 179D deductions and cost segregation strategies. This webinar will provide practical insights into how these incentives intersect, where risks and planning opportunities exist, and how taxpayers can align energy investments with broader tax and business objectives.

Learning Objectives:

Understand the state of the market for transferable energy credits that may be purchased by C corporations at a discount.

Review the direct/elective pay provisions allowing nonprofits and municipalities to receive IRA tax credit benefits.

Discuss the recent developments related to the Section 179D Energy Efficient Commercial Building Deduction.

Identify opportunities to integrate cost segregation with energy-related incentives, and understand how timing, property use and asset classification impact potential tax benefits.

Recognize key risk areas and compliance considerations, including documentation standards, audit exposure, and coordination among advisors, engineers and property owners.

Who Should Attend

This program is designed for CPAs, CFOs, finance leaders, legal and compliance professionals, and business owners who want to learn more about the impact of energy credits, Section 179D and cost segregation studies.

CPE Accreditation

Delivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None

Optimize Your High-Volume Practice with Intuit ProConnect Tax
2026-03-18 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.

The boardroom-ready CISO
2026-03-18 13:00 - 14:00
Event overview

In today’s digital‑first environment, the modern chief information security officer (CISO) must serve not only as a technical leader but as a strategic adviser to senior management and the board. As cyberthreats escalate and regulatory expectations rise, boards require clear, business‑aligned insights—not technical jargon—to fulfill their oversight responsibilities.

Join us on Wednesday, March 18, 2026, at 1 p.m. EDT, for a live webinar that explores how to strengthen cybersecurity governance by reframing the CISO‑board relationship. A former board member will share guidance on building a governance blueprint that clarifies role, accountability and reporting expectations. Our presenters will also discuss how to design reporting frameworks that translate technical metrics into outcome‑oriented narratives that highlight resilience, risk reduction and organizational value.

You will leave with practical strategies to help your board prepare for cybersecurity incidents and better understand its oversight role—positioning cybersecurity not as a cost center but as a critical enabler of enterprise resilience and growth.

Quarterly accounting roundup: Q1 2026 update on important developments
2026-03-18 13:00 - 14:00
Key takeaways

Looking to keep up with the latest developments in accounting and financial reporting? Join us, as we break down the most important updates and what they mean to you. We’ll discuss:

Other hot topics

Structured finance transactions: Key accounting and reporting considerations

Standard-setting activity: Recent updates

M&A activity: Current themes and expectations

2026 Nonprofit Summit
2026-03-18 13:00 - 14:00
The 2026 Nonprofit Summit returns with four virtual sessions designed to help leaders make sense of what’s shifting across the sector and what deserves attention now. Each week, our specialists offer analysis and practical direction you can apply immediately. From the current state of the industry and process improvement, to accounting and tax updates, you’ll learn how to respond to changes proactively and get answers to your questions along the way.

The nonprofit sector is under enormous pressure, driven by funding cuts and shifts, policy changes, and increasing community needs. This session will explore the current state of the industry, highlight emerging trends, and uncover the challenges and opportunities that organizations face today. Participants will gain practical strategies to evaluate potential cost savings in key budget categories, including employee benefits and real estate. In addition, participants will learn about strategies for structuring employee compensation and benefits to increase their ability to attract and retain talent.

Learning objectives:

Identify key trends and challenges impacting nonprofit organizations, including funding and regulatory changes.

Develop actionable strategies to maximize the organization’s focus on mission while accessing potential cost savings in key budget categories.

Identify opportunities to align compensation and real estate strategies with the organization’s mission.

Anticipated CPE: 1 credit, Specialized Knowledge

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.

2026 Higher Education Trends
2026-03-18 12:00 - 13:00
Key takeaways

As enrollment drops and skepticism about value rises, higher education’s business model and overall return on investment are facing heightened scrutiny. At the same time, artificial intelligence is reshaping how, where, and by whom work gets done, elevating the importance of distinctly human capabilities that higher education is uniquely positioned to develop. We’ll discuss:

A future that may have fewer but stronger U.S. colleges, as more institutions choose to merge or form strategic partnerships

The erosion of the revenue model for higher education

Shifting the conversation from the “cost of college” to the “value of a credential”

OECD efforts on global mobility matters
2026-03-18 11:00 - 12:00
Pivotal efforts are underway at the Organisation for Economic Co-operation and Development (OECD) to modernize and reshape international tax rules in response to global workforce trends. This webcast will discuss the OECD’s recent updates to the Commentary to the Model Tax Convention around home office usage (when a home office can trigger permanent establishment).

Topics to be discussed include:

The OECD’s recent mobility-focused efforts

The two-pronged test used to assess home office as a fixed place of business

Additional OECD scoping activities and potential outputs

Practical considerations and actions Tax and Mobility leadership can take now and in the future to prepare for potential additional developments

Please join us for this 60-minute, interactive webcast. We welcome and encourage you to ask questions.

Panelists

Rachel D’Argenio, Partner, People Advisory Services Tax, Ernst & Young LLP (US)

Ronald van den Brekel, EY Global Transfer Pricing Market and Innovation Leader; Partner, International Tax & Transaction Services, EY Belastingadviseurs B.V.

Karima Taouil, Partner, People Advisory Services Tax, EY Belastingadviseurs B.V.

Andrea Filippelli, Senior Manager, People Advisory Services Tax, Ernst & Young LLP (US)

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

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.

Searching for a Pot of Gold - State and Local Tax Legislative Developments
2026-03-17 14:00 - 15:00
Webcast overview

Find your pot o’ gold updates and earn CPE credit at the same time!

Join KPMG Washington National Tax professionals as they discuss the latest activity in state legislatures related to state and local taxes. The discussion will include activity and trends in expanding the sales tax to various digital services, proposals for the ‘reform’ of state taxes, the latest on conforming (or not) to the One Big Beautiful Bill Act, and a potpourri of other things you won’t want to miss.

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

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 X6NS3JB6GPZ.

Moving Forward with CBIZ: Your Path to the Cloud
2026-03-17 14:00 - 15:00
Join CBIZ and Intuit for a practical, client-focused webinar on how to move from Desktop to modern cloud accounting. We’ll unpack why now is the right time to modernize, what a cloud-first approach really looks like, and how CBIZ guides clients through a smooth, secure migration. Expect a clear roadmap, real examples, and interactive polls designed to surface your priorities and challenges, plus CPE credit for participating.

In this session, you’ll see how cloud platforms deliver real-time visibility, automation, collaboration, and stronger security. You’ll also learn how the CBIZ + Intuit partnership streamlines the process with best-in-class tools, integration support, and specialized pricing. We’ll walk through our migration methodology, from readiness assessment to go-live, and leave you with resources to take the next step.

What you’ll learn

Side-by-side comparison of core features, user experience, and reporting between Desktop and Cloud

How cloud accounting platforms like QuickBooks Online provide real-time visibility, automation, and bank-level security—accessible anywhere, from any device

How CBIZ’s guided approach streamlines migration—minimizing downtime, preserving data integrity, and addressing your unique concerns about cost, training, and integrations

Practical answers to top questions on data migration accuracy, training, ongoing support, and the subscription model shift

What to expect

A clear, step-by-step roadmap from assessment to go-live, with transparent pricing and proven turnaround times

Interactive live polls to highlight your challenges and priorities

CPE credit available for qualified attendees

Exclusive resources: CBIZ Cloud Migration Guide, a complimentary Cloud Readiness Assessment, and access to special Intuit partner pricing

Why CBIZ + Intuit?

Our partnership gives you best-in-class tools, expert migration support, and exclusive discounts, so you can modernize with confidence, whether you’re a small business or a complex, multi-entity organization.

Don’t wait for disruption, plan your move now.

Secure your spot and take the first step toward a smarter, cloud-powered finance function

Sustainability Management Amidst Regulatory Fragmentation: What to Solve for in the Next 36 Months
2026-03-17 14:00 - 15:00
About this Event:

Global sustainability reporting has entered a phase defined by regulatory fragmentation. Evolving CSRD requirements, California climate regulations, ISSB-aligned mandates, and rising assurance expectations are forcing multinational enterprises to rethink how sustainability, finance, and risk reporting connect.

Over the next 24–36 months, architecture decisions—not incremental adjustments—will determine compliance cost, audit resilience, and long-term reporting scalability.

Join ISG’s Executive Director and Distinguished Analyst, David Menninger, and Workiva’s Senior Director of Product Marketing for Sustainability Solutions, Abhay Krishna, for an analyst-led discussion grounded in findings from the 2025 ISG Buyers Guide™ for Sustainability Management.

This session will examine:

Regulatory divergence across jurisdictions and what it means operationally

How double materiality must move from assessment to embedded workflow

Why sustainability, risk, and financial reporting integration is becoming mandatory

A structured framework for evaluating sustainability management platforms

Practical strategies to minimize compliance burden while increasing transparency

After this event, you will be able to:

Identify key regulatory and assurance shifts expected over the next 36 months

Evaluate sustainability management platforms using ISG’s product and customer experience criteria

Assess integration gaps between sustainability, finance, and risk workflows

Build a defensible investment case tied to risk reduction and long-term value

Workiva offers one complimentary CPE credit for this webinar.

Not able to attend? Register to receive the recording.

Medical Practice Financial Management and Growth Series
2026-03-17 14:00 - 15:00
About the Series

Our three-part Medical Practice Financial Management and Growth Webinar Series provides healthcare leaders with strategies for navigating the financial complexities of running a successful medical practice.

Whether you want to protect your organization from financial threats or better understand your practice’s worth for future growth or transitions, these webinars provide the knowledge and tools you need to thrive in today’s complex healthcare environment.

Don’t miss the opportunity to learn from industry experts and gain practical tips to elevate your practice’s financial performance.

Additional Information

This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.

CPE credit will not be available for watching the recording.

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.

2026 Will Test Every Assumption You’ve Made About TMT Risks – Are You Ready?
2026-03-17 13:00 - 14:00
2026 will test every assumption Technology, Media & Telecommunications (TMT) leader’s hold about cyber risk, AI adoption, talent readiness and legacy systems infrastructure. Using Protiviti’s 2026 Top Risks findings, this webinar examines the forces redefining the industry and provides a blueprint for modernizing technology, governing AI, strengthening resilience and preparing the workforce for the next wave of disruption.

Learning Objectives:

Examine emerging 2026 TMT risks reshaping cyber, AI and operational priorities.

Identify tactics to modernize platforms and deploy AI with transparency and control.

Analyze how to upskill talent and prepare for rapid industry 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: Specialized Knowledge. 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.

Advertising UBI Uncovered for Not-for-Profits: Identifying and Reporting Advertising Income
2026-03-17 13:00 - 14:00
This course provides practical guidance for not-for-profit organizations on identifying and reporting income earned from advertising activities. Participants will learn how to distinguish between taxable and non-taxable advertising revenue and properly evaluate potential unrelated business income (UBI). The session addresses common challenges organizations face when assessing advertising arrangements and determining appropriate tax treatment. Attendees will gain a clear framework for evaluating and reporting advertising-related UBI to support accurate tax compliance.

Presenter

Ariana Jordan, CPA, Senior Manager, CBIZ

2026 travel outlook: What changing travel trends can mean for growth
2026-03-17 13:00 - 14:00
Key takeaways

After years of resilience that often defied broader economic uncertainty, travel demand may be showing early signs of strain. While travel participation remains high, growing financial concern is now extending to higher-income leisure and frequent corporate travelers, which may be driving more conservative trip planning. This shift could begin to challenge premium-led growth heading into 2026. We’ll discuss:

Why artificial intelligence could influence growth strategies

What recent survey data reveals about emerging pressure points in travel demand

Where premium and luxury strategies may face new headwinds

How generational shifts are changing the path to purchase

The AI Threat Landscape: A Candid Conversation with KPMG and CrowdStrike
2026-03-17 12:00 - 13:00
Webcast overview

AI is no longer an emerging risk—it’s an active force reshaping the enterprise threat landscape. From adversarial attacks on models to sophisticated social engineering and the rapid rise of Agentic AI, security leaders are being challenged to rethink how trust, governance, and controls are designed and enforced.

In this webcast, industry and security leaders cut through the hype to focus on what matters now—and what’s coming next. You’ll gain a clear view of how AI is changing both attacker and defender capabilities, and how organizations can move from high-level AI governance to real, operational security.

What You’ll Learn

The New AI Threat LandscapeHear a CISO and security market perspective on how AI is changing the rules of engagement—empowering adversaries while also creating new defensive advantages.

The Enterprise Journey to TrustExplore how organizations can evolve from AI principles and policies to implemented controls, including the critical role of adversarial AI testing in validating trust.

A Deep Dive into Emerging ThreatsExamine the next wave of AI-enabled attacks, including highly targeted social engineering, model manipulation, and other on-the-horizon risks security teams must prepare for.

Operationalizing AI SecurityLearn practical steps to turn visibility into action—using insights from Shadow AI discovery and AI Bills of Materials (AI-BOMs) to drive meaningful risk mitigation.

The Next Frontier: Agentic AIClose with a forward-looking discussion on Agentic AI—its security challenges, governance implications, and the opportunities it presents for organizations that get ahead of the curve.

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 LGN2VYH5YD7.
