Reinventing tax compliance: The AI boom and how to put it to work
2025-10-29 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
AI in finance now

Finance and tax leaders are shifting from AI curiosity to necessity. Based on the Avalara State of Finance study with Hanover Research — insights from 345 finance professionals in four countries — this webinar unpacks AI adoption, e-invoicing, and compliance gaps.

Join the webinar for expert insights.

Identify the key benefits finance leaders report from AI adoption.

Explain how AI is reshaping compliance across complex tax environments.

Evaluate strategies finance leaders are using to prepare for global e-invoicing mandates.

Assess compliance risks that remain despite increased automation.

Apply AI-driven approaches to tax compliance and reporting challenges.

Gain the insights you need to stay on track — save your spot today. Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.

Risk to Reward: Leveraging Organizational Risk as a Competitive Edge
2025-10-29 13:00 - 14:00
Today’s risk environment is overwhelming – cyber threats, regulatory shifts, third-party dependencies and digital transformation all competing for your attention. As an executive, you don’t need more noise; you need clarity.

In this panel, Sikich risk leaders will break down what matters most now and what you should prioritize next. Our experts will cover:

Regulatory and compliance shifts that can create either costly setbacks or competitive advantages

Cyber resilience essentials to protect your brand and operations

Third-party assurance strategies that reduce exposure without slowing growth

Technology-enabled insights to bring efficiency and transparency to risk management

You’ll walk away with a distilled view of the risk landscape and practical takeaways to help you focus resources where they drive the greatest strategic impact.

This webinar is eligible for 1.0 CPE.

2025 Future of Fintech: Regulatory Environment, Fraud, and M&A
2025-10-29 13:00 - 14:00
Event details

Don’t miss our next installment of the “Future of Fintech” webinar series on Oct. 29. Our financial services consulting professionals will unpack three central themes shaping the remainder of 2025 and beyond.

We’ll begin with a look at evolving regulatory and enforcement trends and explore what we’re seeing in the market, what the regulators are focused on, and how banks and fintechs can anticipate shifts heading into 2026.

Next, we’ll turn our attention to fraud, highlighting how financial services organizations, including fintechs, are responding to increasingly sophisticated attacks such as synthetic identity fraud, account takeovers, and fraud-as-a-service models. We’ll revisit key insights from an earlier session and provide updates on the tools, data, and collaboration methods being used to bolster defenses.

Finally, we’ll close with a snapshot of 2025 fintech M&A activity, including what’s driving consolidation, capital movement, and investment strategy pivots and what those developments mean for strategic positioning in the year ahead.

From heightened regulatory scrutiny to fraud-as-a-service schemes and major consolidation across the market, the need for actionable insights from banking, fintech, and financial services professionals has never been more critical.

Attendees will leave with practical insights to help evaluate opportunity, defend value, and prepare for an evolving compliance and competitive landscape.

Learning objectives

After participating in this event, you should be able to:

Recognize regulatory trends, patterns, and outlook

Identify the current state of regulatory environment in fintech and bank-fintech partnerships

Establish a view on fintech opportunities and risks

Identify the most prevalent and emerging fraud threats targeting fintech platforms and digital financial services

Evaluate effective strategies that fintech organizations can consider to detect, prevent, and respond to fraud while supporting customer experience

Recognize the strategic themes behind fintech consolidation and investment in 2025 and moving forward

Interpret how regulatory developments, capital flows, and technology adoption have shaped deal structures

Anticipate the strategic priorities and challenges likely to shape fintech M&A in 2026

Continuing profession education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

This session is recommended for 1.0 hour of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

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

Additional CPE information

Understanding OBBBA Impacts on Exempt Organizations
2025-10-29 13:00 - 14:00
Event details

The new tax and budget law, commonly known as the One Big Beautiful Bill Act (OBBBA), brings sweeping changes to the federal tax landscape – many of which directly affect exempt organizations. Whether your organization is part of a healthcare system, a college or university, a public charity, or a foundation, this legislation likely will require updates to your strategic planning, financial reporting, and compliance processes.

This webinar will unpack key provisions within the OBBBA that impact tax-exempt entities and provide timely insights for navigating change with confidence. Attendees will benefit from practical guidance on how to interpret new regulations and position their organizations to stay ahead of the curve.

In this session, our experienced Crowe professionals will:

Provide a high-level summary of the most relevant tax provisions from the law

Address compliance and financial planning considerations for exempt organizations

Offer strategies for mitigating risk and responding to anticipated regulatory changes

Gain actionable next steps that exempt organizations can take now to prepare for implementation. Whether you’re assessing risk exposure, communicating with stakeholders, or reevaluating internal processes, this session will provide guidance you can put into practice right away.

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Taxes

This session is recommended for 1.0 hour of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

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

Additional CPE information

SEC comment letter trends 2025
2025-10-29 13:00 - 14:30, 2025-10-30 11:30 - 13:00
Webcast overview

In this webcast, KPMG professionals provide insights into the SEC’s comment letter process and highlight key SEC priorities and related themes and trends in recent comment letter activity.

Applicability

All companies with existing or potential future SEC reporting requirements

Event contents

Insights into the SEC’s comment letter process

SEC priorities and expected areas of focus

Discussion of recent SEC comment letters

*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 responding to live check-ins. Since the content for the Oct 29 and 30 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code GJNQ64RP8YB.

3 CPE - Fall Accounting Automation Summit
2025-10-29 13:00 - 16:00
This 3-CPE virtual summit, the FinQuery Fall Accounting Automation Summit, is designed to help accounting professionals navigate the shift from manual, time-consuming tasks to more strategic, high-value work. The three sessions will cover practical ways to implement new technologies and processes, helping you identify inefficiencies and discover the benefits of purpose-built automation.

AI as an Assistant: AI is not a replacement for accounting professionals, but a powerful assistant that can automate routine tasks and enhance your strategic capabilities.

Move Beyond Spreadsheets: Reliance on spreadsheets for complex tasks like ASC 842 compliance introduces hidden risks, inefficiencies, and increased audit scrutiny.

Invest in Automation: Automating key accounting processes is a strategic move that can improve internal controls, save time, and reduce financial risks.

Embrace Efficiency: We will provide actionable strategies to free up your time from manual data entry and error-checking.

Focus on Secure and Strategic Operations: Learn how to leverage new technologies securely to protect sensitive financial data and ensure compliance.

Michigan’s new R&D tax credit: What businesses need to know
2025-10-29 14:00 - 15:00
Michigan has launched a new research and development (R&D) tax credit, effective for tax years beginning on or after Jan. 1, 2025. This new credit could bring significant savings for qualifying businesses. Whether you’re a large corporation or a growing small business, understanding how to navigate this new state-specific incentive is essential.

Join our R&D tax credit specialists for a timely and practical webinar designed to help businesses and tax professionals understand the ins and outs of Michigan’s R&D tax credit. We’ll break down the legislation, walk through the application process, and share strategies to help you maximize your benefit.

Learning objectives:

Examine best practices for proper documentation and preparing for potential audits.

Understand eligibility criteria, how the credit works, and what applicants should know about the tentative claim process.

Explore how to integrate the credit into your broader tax planning strategy.

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

Why loyalty programs fail—and how to let behavior guide design
2025-10-29 14:00 - 15:00
Event description

Most loyalty programs fail to deliver on the intended outcomes. We’ll walk through the data-based insights that reveal how loyalty programs really work … and don’t work. We’ll then highlight the strategies that deliver actual results and discuss the data strategies required to identify the insights to drive customer growth.

Attendees will receive verifiable insights into how consumers behave in loyalty programs and learn how companies can leverage behavioral segmentation approaches to capture more customer demand and grow sales.

Date and time

Wednesday, October 29, 20252:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify common assumptions loyalty programs make about customer behavior.

Describe how to analyze customer behavioral patterns to identify the insights that can feed sales growth.

Explain loyalty design to better align with customer behavior.

Your IPO readiness roadmap: Navigating SOX compliance
2025-10-29 14:00 - 15:00
Description:

Pre-IPO and newly public companies often face significant challenges in establishing their first internal control framework to meet Sarbanes-Oxley (SOX) Section 404 requirements. Without a clear plan, organizations risk financial restatements, regulatory scrutiny, and diminished investor confidence.

Our expert panel will outline a strategic roadmap for SOX readiness, providing guidance on optimal timing and practical steps for a successful transition. You’ll learn how to design and implement your first Internal Control over Financial Reporting (ICFR) framework, align early with auditors, and leverage technology like SOXHUB to simplify compliance. Drawing from real-world pain points and best practices, we’ll cover the differences between management and auditor responsibilities, filer requirements, and a phased maturity model that helps organizations prepare effectively for compliance while building a sustainable control culture.

Learning objectives:

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

Prepare organizational leaders with an understanding of when and how internal controls are needed during the IPO journey, and how technology (including SOXHUB) supports this process.

Describe which companies must comply and when, based on filer type, revenue thresholds, and IPO timing.

Apply a 5-phase roadmap to prepare for SOX compliance, from planning and scoping to audit readiness and sustainment.

Discuss common pitfalls and material weaknesses in internal controls, and strategies to remediate them.

Explore how an initial SOX program can be designed to scale and grow to meet broader compliance and risk needs as a company matures.

CPE credit(s): 1

Field of study: Specialized Knowledge

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

Navigating Digital Transformation for Not-for-Profits
2025-10-29 14:00 - 15:00
Not-for-Profits operate in an increasingly complex environment—from growing financial pressures and workforce constraints to evolving stakeholder expectations—making it essential to find new ways to work efficiently and effectively. Digital transformation can offer a path to greater efficiency, collaboration, and impact, but adopting technology comes with its own set of challenges.

This session will explore how not-for-profits can strategically implement digital tools to streamline operations, enhance engagement, and drive mission success. Presenters will discuss best practices for fostering innovation, managing risks, and building a roadmap for transformation that aligns with your organization’s mission—and operational realities. Learn how to take a practical, incremental approach to transformation and walk away with actionable strategies to navigate the digital landscape with confidence.

Presenters

Julie L Jones, CPA, Managing Director, National Not-For-Profit & Education Leader, CBIZJacquiline Black, Director – Financial Solutions, CBIZ

2025 Annual Not-For-Profit Update
2025-10-29 14:00 - 15:30
Webinar Details

With limited staff and evolving regulations, not-for-profit organizations face challenges in staying current on accounting, compliance, and operational risks. At UHY, we are committed to keeping our clients informed on regulatory changes, best practices, and emerging trends affecting the nonprofit sector.

Date: Wednesday, October 29, 2025

Time: 2:00 PM – 3:30 PM EST

Join UHY for our Annual Not-For-Profit Update to hear insights on current NFP trends, updates to the Federal Uniform Guidance, revenue recognition considerations, segregation of duties, unrelated business income tax (UBIT) planning, and information technology best practices.

In this webinar, you’ll learn to:

Identify key updates and revisions in the Federal Uniform Guidance to improve the management of federal awards and minimize non-compliance risks.

Understand the risks related to segregation of duties with limited staffing and how to address those risks.

Gain insight into revenue recognition and UBIT planning to strengthen financial and tax management.

Recognize information technology considerations to support secure and efficient operations.

Recommended CPE Credit: 1.5Recommended Field of Study: AccountingPrerequisites: NoneProgram Knowledge Level: BasicAdvanced Preparation: None

Tech Sector Deep Dive: Unlocking Opportunities in Media & Telecom
2025-10-29 15:00 - 16:00
The telecom and media sectors are both undergoing significant transformation, particularly as artificial intelligence presents new opportunities that may change organizational strategy and even long-standing business models.

Backed by brand new data from BDO’s inaugural TMT Industry Report series, this webcast will unpack media and telecom company executives’ plans, priorities, and challenges for the months ahead.

Learning Objectives

Identify innovative AI use cases.

Analyze strategies for revenue growth.

Examine an evolving compliance landscape.

Outline preparations for dealmaking and consolidation ahead.

Mitigate cybersecurity and data privacy risks.

CPE Information

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

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

Power Automate: Turning Outdated Into Automated
2025-10-30 10:00 - 11:00
Manual reporting processes can slow down decision making and drain valuable resources. In this session, discover how to modernize your reporting environment using the combined power of Power Automate, Power BI, and Solver. We’ll explore practical strategies to help streamline workflows, reduce manual effort, and unlock real-time insights so your team can move from outdated to automated with confidence. Whether you’re looking to enhance data accuracy, improve operational efficiency, or simply save time, this webinar will provide actionable guidance to help you get there.

Learning Objectives

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

Identify opportunities to streamline reporting workflows.

Apply automation strategies to help reduce manual data handling and improve reporting efficiency.

Discuss how integrated reporting tools can enhance data accuracy and support timely decision making.

CPE Information

1.00 CPE Credit (pending approval)

1 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.

System transformation in TMT: Controls, risks, and cloud opportunities
2025-10-30 11:00 - 12:00
Key takeaways

In the fast-moving Technology, Media, and Telecommunications industry (TMT), transformations including Enterprise Resource Planning systems (ERP)—from cloud migrations to modernizing legacy platforms—are vital for innovation and competitiveness. These changes bring complex challenges in risk management and internal controls, especially as organizations adopt cloud-based solutions and integrated technologies. We’ll discuss:

Addressing control challenges unique to system and cloud transformations

Implementing modern controls to enhance efficiency and enable scalable, resilient compliance across platforms

Designing adaptive frameworks for evolving regulatory standards

Learning from real-world examples where early governance and controls delivered strategic value

Geopolitics meets AI: Implications for board oversight
2025-10-30 11:00 - 12:00
Webcast overview

Join us as we explore the geopolitical forces shaping the advance of artificial intelligence (AI) and the implications for corporate strategy, risk, and board oversight.

From regulatory fragmentation and geotech rivalries to supply chain issues and trust and transparency, we’ll consider how companies are navigating the risks and opportunities of AI adoption in the evolving global landscape. We’ll also share practical insights to help sharpen the board’s geopolitical lens, including the interplay of geopolitical risks, monitoring international developments and structural shifts, and gaming-out scenarios.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code VLN6KVZYZRG.

Managing third-party risk proactively with data intelligence
2025-10-30 12:00 - 13:00
Key takeaways

Organizations’ reliance on third parties to drive innovation and deliver quality continues to grow at an unprecedented rate, calling for third-party risk management (TPRM) practices to adapt. TPRM strategies and operating models for new and dynamic environments require data intelligence, supply chain illumination, threat intelligence, and next-gen automation including artificial intelligence. We’ll discuss:

TPRM market themes and drivers for change

Leading practices for designing and deploying TPRM intelligence capabilities

Use cases for assessment efficiency and ongoing monitoring

Lessons for creating lasting value in a changing landscape

OBBBA Unpacked: What the New Tax Law Means for Dealerships
2025-10-30 12:00 - 13:00
Join tax leaders from the Dealerships team at Forvis Mazars as they break down the One Big Beautiful Bill Act (OBBBA). This session will explore how the OBBBA may impact auto, commercial truck, and machinery and equipment dealerships, covering everything from bonus depreciation and interest limitations to energy credits and fringe benefits. Attendees will gain clarity on what’s changing, what’s permanent, and what it means for their business.

Learning Objectives

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

Discuss key OBBBA business tax changes impacting dealerships.

Evaluate the impacts of charitable contribution floors and permanent credits on dealership financial strategy.

Identify strategic tax opportunities presented in OBBBA and their application to dealerships.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during the live broadcast.

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

Transfer Pricing Controversy Chronicles: KPMG Insights
2025-10-30 12:00 - 13:00
Webcast overview

Is your company facing audits or other tax controversies around the globe? Would you like to hear about how other multinationals have navigated these complex issues as tax authorities continue to take strong stances?

Senior transfer pricing dispute resolution professionals from KPMG member firms will discuss real-life experiences they’ve faced with their clients, including insights from India, Italy, Mexico, Poland, Sweden, and the United States. Topics to be covered include:

Assertion of penalties due to the disagreement of the best transfer pricing method

Bilateral Advance Pricing Agreement for variable royalty and marketing intangible in India

Transfer pricing adjustments on intercompany transactions and disputed withholding tax on royalties in Italy

Audit in Mexico of a contract manufacturer in the electronics industry

Assessment of loss-making entities in Poland

Valuation of intangible assets in Sweden following an acquisition

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code P2N6XGPVV4L.

Unbundling HR: Flexible Strategies Beyond PEOs
2025-10-30 13:00 - 14:00
Event details

Professional employer organizations (PEOs) have long promised simplicity and cost savings by bundling human resources (HR) services and benefits administration. But for organizations that want to scale, evolve, or optimize employee experiences, these arrangements might come with limitations, including inflexible solutions, rising costs, or lack of customization.

In this webinar, we will explore how organizations can gain greater control by unbundling their HR and benefits functions. You can learn how to assess whether moving beyond the PEO model makes sense for your organization, what it takes to transition successfully, and how to realize cost savings and improved employee engagement with a more tailored approach.

We’ll also offer actionable steps for evaluating your current HR setup, selecting the right systems and vendors, and managing organizational change. You’ll also hear examples of organizations that have thrived after making the shift and learn how unbundled HR services can position HR leaders as more strategic partners in the business.

Whether you’re actively considering leaving a PEO or just exploring options, this session will provide valuable context, tools, and insights to help you make informed decisions.

After attending this session, you should be able to:

Describe the differences between PEO and unbundled HR models

Identify the strategic advantages and challenges of transitioning away from a PEO

Outline steps to successfully evaluate, plan, and execute an unbundling strategy

Recognize how unbundling HR can improve employee experience and business alignment

Develop an initial checklist and key metrics for tracking post-transition performance

Presenters

Joy Duce,Principal, Human Capital Consulting Leader, Crowe

Drew Albrecht, CEBS, Partner, Director of Consulting and Operations, Cambridge Insurance Advisors

Additional CPE information

Controllership transformation: Navigating trends & industry imperatives
2025-10-30 14:00 - 15:00
Key takeaways

As controllers navigate transformation and new strategic imperatives across the marketplace, understanding how to leverage current trends across industries can be a key to driving value across the controllership landscape. How can finance leaders better understand and utilize these trends? We’ll discuss:

The imperative to understand the current trends accelerating transformation

How themes—including artificial intelligence (AI), digital transformation, and the role of the controller—are impacting controllership

Unique challenges and similarities with controllership trends across industries, and strategies for driving industry-focused value

Phony Bank Account Change Requests: How Controllers Can Stay One Step Ahead
2025-10-30 14:00 - 15:00
Phony bank account change requests are one of the most insidious fraud schemes facing finance teams today – and they’re evolving fast. Criminals are using sophisticated tactics, including AI-powered impersonation, to trick organizations into rerouting payments into fraudulent accounts. The result? Costly losses, damaged supplier relationships and compliance headaches.

Controllers can no longer rely on outdated, manual bank account verification. In this webinar, you’ll get an inside look at how these schemes work, why they’re harder than ever to spot, and what best-in-class organizations are doing to stay ahead. We’ll walk through practical steps you can take now to strengthen controls and show how automation helps eliminate risk while protecting efficiency.

**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

From pilots to performance: Scaling AI for tech firms
2025-10-30 14:00 - 15:00
Event description

Do your AI pilots deliver tangible results? In this webcast, you’ll learn how to link AI initiatives to objectives and key results for clear business targets, build governance and team structures that drive enterprise-wide adoption, and implement machine learning operations best practices to deploy and monitor models at scale. You’ll leave with a practical roadmap to transform your AI pilots into measurable performance.

Date and time

Thursday, October 30, 20252:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Analyze cross-functional governance models to sustain AI adoption and continuous improvement.

Apply Objectives and Key Results (OKRs) to align AI initiatives with measurable business outcomes.

Describe core MLOps (machine learning operations) best practices for deploying and monitoring models at enterprise scale.

Evaluate talent and culture readiness to identify and close skill gaps essential for scalable AI performance.

Understanding the Impacts of AI, Analytics & Emerging Audit Technologies on Your Organization
2025-10-30 15:00 - 16:00
About this Event:

Accounting and internal audit teams are under growing pressure to do more with less: navigating talent shortages, evolving regulations, and expanding data demands. With external auditors rapidly adopting advanced technologies like analytics and AI, it’s a pivotal moment for internal teams to adopt a smarter, more strategic approach.

In this session hosted by SOX & Internal Controls Professionals Group (SOX Pro), panelists from KPMG, Capital One, and Workiva will explore how audit, accounting, and finance teams can leverage a mix of data analytics, generative AI, and automation to drive efficiency and enhance control effectiveness. We’ll also examine risks, regulatory considerations, and ways to de-risk your audit workflows through the right tech stack.

This webinar is eligible for 1 CPE credit.

Understanding the Impacts of AI, Analytics & Emerging Audit Technologies on Your Organization
2025-10-30 15:00 - 16:00
Accounting and internal audit teams are under growing pressure to do more with less: navigating talent shortages, evolving regulations, and expanding data demands. With external auditors rapidly adopting advanced technologies like analytics and AI, it’s a pivotal moment for internal teams to adopt a smarter, more strategic approach.

In this session hosted by SOX & Internal Controls Professionals Group (SOX Pro), panelists from KPMG, Capital One, and Workiva will explore how audit, accounting, and finance teams can leverage a mix of data analytics, generative AI, and automation to drive efficiency and enhance control effectiveness. We’ll also examine risks, regulatory considerations, and ways to de-risk your audit workflows through the right tech stack.

After attending this session, you will be able to:

Understand shifts external audit firms are incorporating into their processes and their impact on accounting and internal audit teams

Demonstrate how data analytics, gen AI, and other tools can drive efficiencies, improve effectiveness, and enhance organizational value

Identify and mitigate AI implementation risks and stay compliant with evolving regulations

Some or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities. Workiva, national sponsor of Pro Groups, offers 1 complimentary CPE credit for this session.

More CPE information →

Make Sense of Your CAS Data: Creating Know-how From Numbers
2025-11-03 14:00 - 15:00
Data is the key to unlocking smarter services, streamlined workflows, and scalable growth in your CAS practice. But turning raw numbers into actionable insights isn’t always straight forward–even with the power of AI. It requires more than spreadsheets and intuition. Having the right infrastructure, a clear strategy, and the right technology partners, however, can make data insights a scalable reality.

This session is designed for CAS professionals on the journey to transforming how they deliver value to clients. From the lens of a family office practice, Kim Blascoe, CPA, of CPA.com and Cristine Baeza of AdvicePeriod will how modern platforms—many of them built with your CAS practice in mind—bring client data together, automate the routine, and generate insights that drive decisions. You’ll leave with a stronger grasp of how to make data work for you, not the other way around.

Learning objectives:

Describe how automation tools help make data more accessible and actionable.

Identify how data insights support the value you can provide to clients, especially in the family office space.

Recognize the role of technology platforms in organizing and visualizing client data.

From static plans to strategic agility: Building a resilient business
2025-11-04 10:00 - 11:00
Description:

Join us for an insightful webinar on how to leverage scenario planning and analysis to ensure resilience in an unpredictable world. We’ll show you how to move past static, single-point plans and prepare for a full spectrum of possibilities. Learn how scenario planning and risk quantification can empower your business to navigate uncertainty with confidence and strategic agility.

We’ll cover how to proactively model “what if” scenarios, use powerful Monte Carlo simulations to quantify risk, and create an actionable blueprint to ensure your business is ready to respond when a crisis hits. Don’t just react to change — anticipate it and turn it into your competitive advantage.

Learning objectives:

Explain how to move beyond static, single-point forecasting to establish a proactive scenario planning approach that drives strategic agility.

Apply techniques such as Monte Carlo simulations to effectively quantify risk and model the financial or operational impact of potential outcomes.

Create actionable response plans that enable the business to rapidly reallocate resources and make strategic pivots when a risk event occurs.

CPE credit(s): 1

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

2025 Year-End Webinar Series
2025-11-04 11:00 - 12:00
Looking to prepare for year-end? Join our professionals for three days of content. Learn what’s trending in tax, audit and accounting, benefit plans, and cybersecurity.

Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over six different sessions.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org

Equity method investments refresher
2025-11-04 12:00 - 13:00
Webcast overview

Back by popular demand, our KPMG professionals provide reminders on the basics and discuss the complexities of accounting for equity method investments.

Applicability

All companies

Event contents

The webcast will feature:

Equity method accounting refreshers

Transactions impacting an equity method investment and changes in an investor’s level of influence

*CPE Credit: If you attended our May 14 session and received CPE, you will be ineligible to receive additional CPE for the November 4 session.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code ZSN3C58TSWC.

Accelerating Artificial Intelligence in the Private Equity Ecosystem
2025-11-04 12:00 - 13:00
Webcast overview

We are excited to invite you to our upcoming webcast, “Accelerating Artificial Intelligence in the Private Equity Ecosystem,” where we will delve into innovative applications of generative AI for the private (PE) equity sector. This event is specifically designed for CFOs, Controllers, and other senior-level financial executives working within PE funds.Agenda and Speakers

Introduction to AI for Private Equity: An overview of the current landscape and the potential of AI in the private equity industry. Presented by Philip Wong, Principal, Advisory, Technology Industry, KPMG Strategy.

Operational Considerations for Funds Leveraging AI: Practical aspects and operational challenges of integrating AI into private equity funds. Presented by Matthew Clark, Advisory Managing Director, C&O Financial Services, KPMG

AI from a Microsoft Perspective: Insights on the latest AI technologies and their applications. Presented by Cherie R. Gartner, Principal, Global Lead Partner for Microsoft, KPMG U.S.

Q&A Session: Engage with our experts and get your questions answered. Moderator: Camille Asaro, Partner, Audit, KPMG U.S.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code PKNHVXGN3HQ.
