Tax accounting quarterly update - December 2025
2025-12-16 14:00 - 15:30 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event description

Join us for an insightful webcast focused on recent tax developments that may affect your financial statements — including updates on both income and non-income tax accounting. We’ll dive into the financial reporting implications of these changes, helping you stay ahead of evolving standards and practices.

This webcast is a continuation of our Quarterly Webcast Series, presented by Grant Thornton’s Tax Reporting & Advisory Services practice.

Webcast details

Date and time

Tuesday, December 16, 20252:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Identify updates in federal tax matters

Recognize significant state tax developments

Describe significant international tax developments

Apply relevant FASB, SEC and other accounting updates

Cite compensation and benefits developments

3 CPE - Year-End Accounting and Tax Update for Financial Services
2025-12-16 14:00 - 17:10
Event details

For those who were unable to attend the 2025 Crowe Financial Services Conference in person, we are offering a virtual event focusing on accounting, financial reporting, and tax.

This virtual session will provide an abbreviated version of the content presented at our in-person events and is an excellent opportunity to stay informed and engaged as the year concludes.

Participants in the virtual event will be eligible to earn up to three hours of CPE credit. Please note, however, that if you attended an in-person event, you will not qualify for additional CPE credits for this session.

Agenda

2-3 p.m. EasternAccounting and Financial Reporting Developments Part 1

3-3:05 p.m. EasternBreak

3:05-4:05 p.m. EasternAccounting and Financial Reporting Developments Part 2

4:05-4:10 p.m. EasternBreak

4:10-5:10 p.m. EasternTax Update for Financial Institutions

Accounting and Financial Reporting Developments Part 1 and Part 2

These sessions will focus on the latest accounting and financial reporting developments of interest to financial institutions, covering recent developments from the Financial Accounting Standards Board (FASB), the Securities and Exchange Commission (SEC), the Public Company Accounting Oversight Board (PCAOB), the American Institute of Certified Public Accountants (AICPA), and the federal financial institution regulators.

By the end of these sessions, attendees should be able to:

Explain and apply final accounting standards and other changes in financial reporting for financial institutions

Field of study: Accounting

Tax Update for Financial Institutions

This session will provide attendees with an overview of current federal income tax developments that have an impact on the financial services industry and will be presented in terms that the nontax professional can understand. Topics to be discussed include an overview of how the One Big Beautiful Bill Act (OBBBA) affects financial institutions, upcoming accounting standard adoptions, and other tax considerations.

By the end of this session, attendees should be able to:

Describe how the OBBBA will impact tax for financial institutions

Explain how the adoption of Accounting Standards Update 2023-09, “Income Taxes (Topic 740): Improvements to Income Tax Disclosures,” will need to be considered for their institution

Identify other tax considerations

Field of study: Taxes

Field of study: Accounting, taxes

CPE hours: 1.0 per session

Program level: Basic

Prerequisites: None

Advance preparation: None

This event is recommended for up to 3.0 hours 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 fee to participate in this event; therefore, there is no cancellation fee.

Additional CPE information

Year-end US statutory reporting: Key updates for insurers
2025-12-16 15:00 - 16:00
Join the EY Center for Board Matters on December 17 at 3:00 p.m. ET for another episode in our webcast series, Better Questions for Boards, designed to provide directors with insights and questions to consider as they engage with management on a variety of complex boardroom issues.

This 60-minute session will deliver timely guidance and forward-looking viewpoints to help audit committees prepare for the upcoming year-end meetings. Expect actionable perspectives on economic trends, regulatory shifts and reporting priorities that will shape boardroom conversations in the next year. Topics include the following:

Macroeconomic outlook: Gain clarity on global economic expectations – from interest rates and labor market dynamics to their impact on business strategy.

A view from Washington, DC: Understand the administration’s priorities and the evolving legislative and regulatory landscape, as well as what these things mean for your company.

Tax policy developments: Learn about recent tax changes and uncover opportunities amid shifting policies.

Financial reporting: Stay informed on emerging SEC and PCAOB developments and key year-end considerations for high-quality financial reporting.

The discussion will be co-moderated by Patrick Niemann, Partner, Ernst & Young LLP and Jennifer Lee, Managing Director, Ernst & Young LLP. Panelists will include:

Lauren Alexander, Partner, National Professional Practice, Ernst & Young LLP

Karen Dynan, Nonresident Senior Fellow, Peterson Institute for International Economics

Angela Evans, EY Americas Co-Director of Tax Accounting and Risk Advisory Services

Kristi Kennedy, Director, Office of Public Policy, Ernst & Young LLP

Agentic AI: Turning Hype into Business Value
2025-12-16 15:30 - 16:30
Organizations that successfully integrate AI agents into their daily workflows outperform their peers. Explore the transformative potential of Agentic AI in driving business outcomes. Learn how AI can help you achieve strategic goals, enhance operational efficiency, and deliver measurable value while balancing risk with robust governance and security.

1.0 CPE Credit in the field of Information Technology (IT)

Learning Objectives

Review the strategic opportunities of Agentic AI and autonomous technologies and applying them to business use cases.

Discuss best practices for AI governance, security, and workforce adoption.

Review real-world case studies of successful AI implementations that have driven significant business outcomes.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

Cost: There is no fee to attend this session

Learning Objectives

Identify key international tax and trade executive orders and regulatory updates impacting domestic and global operations.

Review strategies for supply chain diversification and risk mitigation.

Demonstrate how technology and data analytics can enhance compliance and supply chain visibility.

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

Infrastructure Tax Year-End Webinar
2025-12-16 15:30 - 16:30
Join us for the Infrastructure Tax Year-End Webinar to review key legislative changes impacting contractors and compliance requirements for 2025/2026. We’ll provide forward-looking insights on income tax policy and anticipated guidance shaping next year’s strategies. Gain practical knowledge to navigate evolving regulations and position your organization for success in the coming year.

Learning Objectives

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

Understand how recent legislative changes affect contractor obligations and opportunities.

Identify forward-looking aspects of tax policy and guidance shaping 2026 strategies.

Recognize compliance risks for 2025/2026 and learn practical steps to mitigate them.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Taxes 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.

2025 Virtual Insurance Symposium
2025-12-17 09:00 - 11:00, 2025-12-17 11:15 - 12:15, 2025-12-17 12:30 - 13:30
With the rapidly changing regulatory landscape, new accounting standards, and emerging trends, it’s more important than ever for insurers and related companies to stay current with the latest guidance. Join us for a two-day virtual training symposium as we provide insights on hot topics in the insurance industry, current and proposed accounting updates, federal and state tax developments, and much more!

Learning Objectives

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

Discuss recent tax and accounting updates affecting insurers nationwide.

Apply current industry trends and best practices for insurers.

Identify upcoming issues that may impact the overall insurance environment.

CPE Information

8.00 CPE Credit(s) (pending approval)

Eight CPE credits (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.

Financial accounting and reporting for income taxes: Year-end prep
2025-12-17 12:00 - 13:00
Key takeaways

Are you ready for year-end reporting for income taxes? We’ve got you covered. Join us for our last Dbriefs of 2025, where we’ll dive into an array of hot topics. We’ll discuss:

Tax accounting considerations of recent developments for the quarter

ASU 2023-09

Other hot topics in preparation for year-end

Participants will identify important developments and explore their potential effects on financial reporting for income taxes.

Talent Strategies for a Changing Workforce
2025-12-17 12:00 - 13:00
Shifting employee expectations and business uncertainties are forcing organizations to rethink workforce strategies. This session will explore approaches to leadership, engagement, and upskilling that foster organizational resilience and adaptability, and discuss managing associated risks.

1.0 CPE Credit in the field of Personnel/Human Resources (PHR)

Learning Objectives

Identify trends shaping the future workforce and leadership.

Review strategies for talent attraction, retention, and upskilling.

Apply AI and digital tools to enhance workforce engagement and productivity.

Explain tax related risk and compliance.

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

Managing Debt Covenants and Financial Ratios in a Challenging Environment
2025-12-17 12:00 - 13:00
For many institutions, managing covenants and financial ratios is an important strategic consideration for operational planning and debt management efforts.

In this complimentary webinar, attendees will gain insight into structuring of financial covenants for both publicly issued and privately placed debt, along with strategies for operational planning to meet covenants and financial ratios on an annual basis.

Additionally, we’ll explore the consequences of missing a covenant or ratio, and how institutions can work to remedy the issue should such a situation arise. Lastly, we will cover how debt financing affects the financial responsibility composite score and key considerations when planning new debt financing.

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

Identify key strategies for structuring and management of financial covenants for loans and debt obligations

Recall the ramifications of missing a financial covenant and potential solutions or remedies

Recognize the impact of debt financing on the financial responsibility composite score and identify recommended practices for planning new debt financing initiatives

Who should attend

This session is designed for CFOs, controllers, and other higher education leaders and financial staff.

Questions

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

CPE

Recommended CPE: 1 credit, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet BasedView CPE sponsorship information

Q4 2025 Quarterly Technical Update
2025-12-17 12:00 - 13:30
Don’t miss BDO’s 2025 Quarterly Technical Update Webcast Series which continues our tradition of helping financial management, board directors and audit committees stay on top of today’s hot topics and current developments.

Each quarter, the program will discuss recent changes and proposals that occurred during the quarter with respect to various topics in accounting and financial reporting.

1.5 CPE Credit in the field of Accounting.

Learning Objectives

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

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

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

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

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

Information about CPE Eligibility

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

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

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

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

3 CPE - Automation Spotlight 2025
2025-12-17 12:00 - 15:00
Automation Spotlight

Join us for three webinars exploring how automation technology enables you to bring more value to your clients.

Future-Ready Firms: Insights from the 2025 CPA.com & BILL Growth & Tech Survey

74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In this forward-thinking webinar, industry leaders will share how firms are embracing digital transformation to expand service offerings, boost revenue, and strengthen client relationships.

Approachable CAS: Tech-Enabled Spend Management Advisory

Next up, an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach.

Achieve Operational Excellence in Your Family Office Practice

Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity threats, talent shortages, and more. In this webinar, CPA.com’s Kim Blascoe and Sophia Loh, Family Office Partner at Frank, Rimerman +Co., will provide a workshop-style update on how top firms are putting technology to use in their operations.

From risks to results
2025-12-17 13:00 - 14:00
With a new year approaching and the financial services industry risk landscape constantly evolving, it is essential to align your financial services organization’s audit, risk and compliance functions to ensure robust oversight and resilience. As you look ahead to 2026, your focus should be on strengthening enterprise risk management (ERM) practices and proactively aligning your internal audit plans to consider (or evaluate) how these risks and potential mitigation strategies may impact your organization.

On Dec. 17, Baker Tilly financial services and ERM specialists are hosting a webinar featuring information on emerging risks they believe will impact internal audit plans in 2026 and focus on how to anticipate and mitigate them. Key risks for 2026 will likely include increased regulatory scrutiny, emerging cybersecurity threats and the growing complexity of IT environments. To address these challenges, we will provide tips to enhance collaboration between your second-line (risk management and compliance) and third-line (internal) functions, allowing you to identify potential control gaps, assess technology-related vulnerabilities and confirm that governance frameworks are responsive to new and emerging risks. Participants will gain actionable strategies to enhance resilience, ensure compliance and drive value within their internal audit functions.

Register now and join us for this CPE-eligible webinar on Dec. 17 from 1-2 p.m. ET. Questions will be encouraged throughout and answered, time permitting.

Learning objectives:

Understand the key emerging risks impacting internal audit plans in 2026 and how to anticipate and mitigate them

Learn how to optimize an ERM framework within your organization to support your overall objectives and regulatory requirements

Explore the roles of second- and third-line functions and practical approaches to integration for more robust risk management

Discover tools and techniques for aligning your audit, risk and compliance functions

Who should attend?

C-level executives and those involved in the internal audit or ERM functions in finance, IT, operations, technology, risk, compliance and governance, and industry professionals at banks, credit unions, insurers, asset managers, financial technology companies (fintechs) and other financial services organizations with a focus on data governance, internal audit, risk advisory, cybersecurity, information technology, strategy and digital transformation

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: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

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.

Health Industries Accounting and Reporting Hot Topics Year-End Webcast
2025-12-17 13:00 - 14:30
Join us for the Health Industries Accounting and Reporting Hot Topics Year-End Webcast on Wednesday, December 17, from 1:00–2:30 pm EST.

This session will deliver valuable insights on three major themes: developments in the healthcare deals space, advancements in the healthcare industry, and a technical update on regulatory and accounting standards. The webcast aims to provide a comprehensive overview of the forces impacting the health industries as we wrap up the year and look forward to the future.

Participants will be eligible to receive CPE credits for attending this webcast.

Presenter:Josh Herron, Health Industries Assurance Leader, PwC US.

Who should attend: CFO – Non-PwC Auditor, CFO – Audit client.Manager and above in the accounting and reporting functional roles for pharma and life sciences, health services, and medical devices organizations.

CPE Credit: Eligible for 1.5 CPE credits.

Quarterly accounting roundup: Q4 2025 update on important developments
2025-12-17 13:00 - 14:30
Key takeaways

Do you know what issues the standard-setters and regulators have been addressing lately? We’ve been monitoring their projects and hot topics. We’ll discuss:

Coverage of the 2025 The American Institute of CPAs® (AICPA) Conference on Current SEC and PCAOB Developments

Accounting, standard-setting, and reporting developments for the quarter

Recent positions on accounting and reporting of accounting and auditing standard-setters and regulators

Other hot topics

Domestic tax quarterly webcast series: a focus on state tax matters - December 2025
2025-12-17 13:00 - 14:30
For our final quarterly webcast in 2025, we welcome Craig Johnson, the Executive Director of the Streamlined Sales Tax Governing Board, Inc. (SST), and Fred Nicely, Senior Tax Counsel with the Council on State Taxation, who will join us to discuss the collaborative efforts of state and local governments and the business community to streamline states’ sales and use tax laws by creating more uniformity and simplifying sales and use tax administration. Among the topics they will discuss are:

Key provisions of the Streamlined Sales and Use Tax Agreement

SST policies, processes and current projects

Benefits to states and taxpayers from involvement with the SST project and how to get involved

Panelists also will discuss hot topics in sales and use tax risk management in select states, including discussions on tax base differences between state and local jurisdictions, regulatory developments and enforcement policies of interest to multijurisdictional entities.

We will round out the webcast with a state and local tax policy discussion. Topics to be discussed include an update on the current state of the states, results from the November 2025 state elections, trends from 2025 state legislative sessions and the policy considerations going into the 2026 legislative sessions.

Please join us for this 90-minute, interactive webcast. We encourage you to ask questions.

Guest panelists

Craig Johnson, Executive Director of the Streamlined Sales Tax Governing Board, Inc, Westby, WI

Fred Nicely, Senior Tax Counsel with the Council on State Taxation, Washington, DC

Panelists

Randy Ferris, Indirect, State and Local Tax, Ernst & Young LLP, Sacramento, CA

Emily Fiore, Indirect, State and Local Tax, Ernst & Young LLP, Chicago, IL

Scott Roberti, Indirect, State and Local Tax Policy Services Leader, Ernst & Young LLP, Stamford, CT

Michael Wasser, Indirect, State and Local Tax, Ernst & Young LLP, Boston, MA

Moderator

Natalie Haynes, Indirect, State and Local Sales and Use Tax Leader, Ernst & Young LLP, St. Louis, MO

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

REITs for the Future: Growth & Sustainability
2025-12-17 13:30 - 14:30
The real estate investment trust (REIT) landscape is evolving, with new legislation and sustainability practices reshaping the industry. In this informative webinar from Forvis Mazars, our knowledgeable professionals will provide recent tax updates and actionable strategies for sustainable growth. In addition, learn how to leverage tax-efficient structures to attract foreign investment to help position your business for long-term success. Whether you’re a CEO, CFO, controller, or tax professional, you’ll gain practical insights to help drive your organization’s growth and sustainability in a changing market.

Learning Objectives

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

Describe the key 2025 tax law changes affecting real estate and REITs.

Identify emerging sustainability practices relevant to REIT operations.

Explain how tax-efficient structures can support foreign investment in REITs.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Taxes 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.

AI Cyber Risk: Defending Against Evolving Threats
2025-12-17 14:00 - 15:00
Organizations face unprecedented cyber risks as AI and advanced data analytics reshape the threat landscape. With 76% of business leaders expecting increased cybersecurity threats and 68% noting that technological advances are intensifying risks according to BDO global Techtonic States The New Business Edge study. We will discuss practical strategies for building resilient data infrastructure, implementing robust cybersecurity controls, and fostering cross-functional collaboration to manage and mitigate cyber risk.

1.0 CPE Credit in the field of Information Technology (IT)

Learning Objectives

Discover how emerging technologies including AI and data analytics are changing the nature of cyber threats and cybercrime.

Examine the dual role of AI in cyber risk—as both a potential threat and a powerful defense tool.

Identify key elements of resilient data infrastructure and robust cybersecurity controls.

Explore strategies for incident detection, response, and forensic investigation.

Recognize the importance of risk-thinking and cross-functional collaboration in managing cyber risk.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

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

Tax Readiness: Q4 Tax accounting considerations
2025-12-17 14:00 - 15:00
PwC specialists will discuss tax accounting considerations and recent tax developments. On this webcast, we will discuss year-end considerations related to 2025 legislative and regulatory developments including US Tax Reform, Pillar Two, and the adoption of the income tax disclosure ASU, as well as other hot topics related to year-end readiness. CPE-eligible for 1 Accounting credit.

Integrating AuditBoard internal audit risk assessments with crucial qualitative insights
2025-12-17 14:00 - 15:00
Description:

This session introduces a dynamic Excel-based internal audit risk assessment companion tool designed to enhance AuditBoard’s audit planning modules. The tool expands beyond the traditional quantitative model of impact × likelihood × strength of controls to incorporate key qualitative factors (such as enterprise strategic alignment, executive priorities, ethics and fraud concerns, and known control deficiencies) while integrating live metadata from AuditBoard. Participants will learn how the tool helps audit teams contextualize and document their risk universe, allocate internal and external audit budgets, and generate a defensible, data-driven annual and multi-year internal audit plan.

Learning objectives:

Identify commonly requested qualitative factors that strengthen the traditional risk assessment process.

Demonstrate how to integrate AuditBoard data into a structured Excel risk assessment to provide richer contextual analysis.

Apply qualitative criteria to balance audit coverage, budget constraints, and strategic priorities in developing the internal audit plan.

Develop a comprehensive and custom risk-based internal audit plan, leveraging both quantitative scoring and qualitative insight.

CPE credit(s): 1

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

2025 US GAAP Taxonomy Updates
2025-12-17 14:00 - 15:00
About this Event:

This program is designed for Certified Public Accountants, other accounting professionals, and financial professionals. This course will provide an overview of the changes implemented in the 2025 US GAAP taxonomy.

After this webinar, participants will be able to:

Identify the changes introduced into the 2025 US GAAP Taxonomy related to structural design, accounting standards updates and topical projects

Quantify element and technology changes in the 2025 US GAAP Taxonomy

Acquire detailed insight into taxonomy revisions and migration expectation

Workiva offers one complimentary CPE credit for this session.

Quarterly financial reporting update - December 2025
2025-12-17 14:00 - 15:30
Event description

Join Grant Thornton’s Audit Quality and Risk for our quarterly webcast series that will bring you up to date on what you need to know for financial reporting in the fourth quarter of 2025. Topics will include updates on recent standard-setting activities, and accounting and reporting hot topics, and key takeaways from the annual AICPA & CIMA Conference on current SEC & PCAOB developments.

Webcast details

Date and time

Wednesday, December 17, 20252:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Describe the latest guidance from the SEC, FASB and PCAOB

Analyze various practice issues to demonstrate application of significant guidance

Evaluate activity from the annual AICPA & CIMA Conference on Current SEC & PCAOB Developments

Professional Conduct in Tax Practice: A Circular 230 Overview
2025-12-17 14:00 - 16:00
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

After completing this free 120-minute webinar you will be able to:

Identify key statutory and regulatory authorities underlying Circular 230 and enforcement by the IRS Office of Professional Responsibility (OPR).

Describe OPR?s mission, structure, and investigatory process.

Explain the scope and structure of Circular 230 as it governs “practice” before the IRS by “practitioners”?

Identify the key provisions of Circular 230 relating to standards of competency and due diligence expected of practitioners.

Locate reliable IRS and OPR resources and contact information to support continued ethical practice.

Plus, a live Q & A

CLOSED CAPTIONING WILL BE OFFERED

Register for the webinar

Continuing Education: All participants who qualify will receive a Certificate of Completion. Tax Professionals earn up to 2 CE Credits. Category: Ethics

Questions? Email us at: cl.sl.web.conference.team@irs.gov

Sponsored By: IRS Stakeholder Liaison

Date: 12/17/2025Time: 2 p.m. Eastern; 1 p.m. Central; 12 p.m. Arizona and Mountain; 11 a.m. Pacific; 10 a.m. Alaska, and 9 a.m. HawaiiLocation: Virtual

What audit committees need to know for 2026
2025-12-17 15:00 - 16:00

Q4 2025 Quarterly Technical Update Rebroadcast 1
2025-12-18 07:00 - 08:30

Solver xFP&A: Year in Review & What’s Ahead
2025-12-18 10:00 - 11:00
Join us for an insightful webinar to explore the latest advancements in Solver’s extended financial planning and analysis (xFP&A) software. Discover how Solver’s continual updates and innovative features can help streamline your reporting and planning process, enhance decision making, and drive desired business outcomes. You’ll also learn about new features and fixes you may not be aware of, with practical takeaways to help your team report and plan with confidence.

Learning Objectives

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

Describe recent Solver product updates and enhancements.

Discuss how Solver’s xFP&A platform supports improved planning and reporting.

Evaluate how artificial intelligence (AI) is being integrated to drive efficiency and insight.

Identify Solver’s road map priorities for the coming year.

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.

2026 life sciences and health care outlook: Trends shaping transformation
2025-12-18 11:00 - 12:00
Key takeaways

Transformation is accelerating across life sciences and health care as organizations confront new challenges and opportunities. What could it take to stay resilient in 2026? We’ll discuss:

Insights from Deloitte’s 2026 life sciences and health care outlooks

How digital innovation and evolving consumer needs are reshaping growth strategies

Approaches leaders can consider to help turn disruption into progress

Clinical Documentation Excellence Pt. 1: Compliance & Risk Mitigation
2025-12-18 11:00 - 12:00
Part One of our three-part webinar series will explore the intersection of regulatory requirements, legal accountability, and documentation standards across care settings. Participants will gain insights into how clinical documentation integrity (CDI) programs help build a foundation for compliance, support audit readiness, and reduce legal and regulatory exposure. Our experienced professionals will share real-world examples and guidance to help attendees learn how to align documentation practices with standards from CMS, the Joint Commission, and other regulatory bodies, including new standards that take effect January 1, 2026. We’ll also explore how documentation helps healthcare organizations prepare for audits and reduce risk.

Learning Objectives:

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

Recall the compliance framework for clinical documentation.

Identify documentation practices that can help reduce legal and regulatory risk.

Apply strategies to help improve documentation accuracy and completeness.

For more on this series, be sure to check out our other two clinical documentation excellence sessions!

Clinical Documentation Excellence Pt 2: Reimbursement & Revenue

Clinical Documentation Excellence Pt 3: Complex & Clinical Denials

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.

Power, utilities, and renewables quarterly accounting update: Q4 2025
2025-12-18 12:00 - 13:30
Key takeaways

This quarterly webcast offers a guide to the latest accounting, regulatory, and tax issues affecting power, utilities, and renewables companies and the sector in general. We’ll discuss:

Recent accounting, reporting, and regulatory hot topics having an impact on the power, utilities, and renewables industry

The impact of tax updates
