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DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T090914
CREATED:20260509T200637Z
LAST-MODIFIED:20260509T200642Z
UID:10011100-1779890400-1779894000@www.freelivecpe.com
SUMMARY:Turning Nexus Studies into Consistent Advisory Revenue
DESCRIPTION:Seven years after South Dakota v. Wayfair\, Inc\, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service.  \n\n\n\nIn this session\, we’ll explore how Squire & Company is using nexus studies as both a client service differentiator and a scalable revenue stream. With tools like Kintsugi’s free\, firm-enabled nexus study\, identifying exposure no longer requires specialized SALT resources or additional headcount. Instead\, firms can deliver fast\, data-driven insights that open the door to deeper advisory conversations.  \n\n\n\nJoin leaders from across the ecosystem as they share how they are operationalizing proactive outreach\, packaging nexus insights\, and confidently guiding clients through next steps. You’ll also hear how firms are successfully monetizing these engagements\, with real-world examples of pricing and positioning. \n\n\n\nLearning Objectives \n\n\n\nDetermine practical pricing and packaging strategies for monetizing nexus study engagements \n\n\n\nEvaluate how nexus studies can be positioned as a proactive advisory service and revenue-generating offering \n\n\n\nApply a structured approach to initiating client conversations and using data from nexus study results
URL:https://www.freelivecpe.com/event/turning-nexus-studies-into-consistent-advisory-revenue/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T090914
CREATED:20260516T130924Z
LAST-MODIFIED:20260516T130929Z
UID:10011134-1779890400-1779894000@www.freelivecpe.com
SUMMARY:5 Steps to Price & Offer Premium Advisory Services with Confidence
DESCRIPTION:Description\n\n\n\nAre you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients\, there is a new way to rewarding the work you do. Chances are you’re undervaluing your expertise\, undercharging your clients and working too many hours for too little in return. This does not feel rewarding or good and is not sustainable. How do you increase your revenue without burning yourself out?Join Michelle Weinstein\, an expert sales strategist\, to learn the NEW way: 5 simple steps that will allow you to offer premium advisory services with confidence – and charge top dollar! She will share how she coaches accounting professionals like you to change their mindset\, identify and communicate your value as an advisor\, and differentiate your firm from the others. \n\n\n\nBy attending this course\, you will be able to: \n\n\n\n\nChange your mindset and limiting beliefs around sales\, pricing\, and service offerings\n\n\n\nLearn how to differentiate your firm and stand out among competitors\n\n\n\nUnderstand the true value and benefits of offering premium services instead of or in addition to transactional/compliance work\n\n\n\nIdentify your ideal client and be able to communicate clearly to current/potential clients\n\n\n\nLearn the step-by-step system that will allow you to provide premium advisory service in the most efficient and profitable way possible\n\n\n\n\nWho Should Attend?Anyone who prepares tax returns and advises clientsPrerequisite: NoneCourse Level: BasicCourse Length: 60 minutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0Intuit (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.@intuit.com.
URL:https://www.freelivecpe.com/event/5-steps-to-price-offer-premium-advisory-services-with-confidence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T090914
CREATED:20260516T140720Z
LAST-MODIFIED:20260516T140726Z
UID:10011146-1779890400-1779894000@www.freelivecpe.com
SUMMARY:Higher Education GASB 103/104 Adoption
DESCRIPTION:As institutions of higher education continue planning for the adoption of GASB Statements No. 103 and 104\, questions around interpretation\, timing\, and implementation continue to surface. \n\n\n\nJoin CLA for an interactive webinar designed to address the most common questions we’re hearing from colleges and universities. This session will focus on practical considerations\, common implementation challenges\, and planning steps institutions should consider now as they prepare for adoption. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nIdentify key changes introduced by GASB Statements No. 103 and 104 that impact financial statements of institutions of higher education\n\n\n\nDiscuss practical approaches and considerations for developing an implementation plan\n\n\n\nIdentify planning considerations related to the draft of the related implementation guide\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for preparers and users of financial statements prepared in accordance with GASB standards\, and other decision makers in higher education. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. \n\n\n\nFill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, Accounting (Governmental)Prerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/higher-education-gasb-103-104-adoption/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T100000
DTEND;TZID=America/New_York:20260528T110000
DTSTAMP:20260604T090914
CREATED:20260425T145633Z
LAST-MODIFIED:20260525T010639Z
UID:10011015-1779962400-1779966000@www.freelivecpe.com
SUMMARY:Culture eats strategy for breakfast: The internal audit “so what?”
DESCRIPTION:Description: \n\n\n\nEveryone agrees culture matters. \n\n\n\nBoards discuss it. Regulators expect oversight of it. Annual reports celebrate it. \n\n\n\nNow\, through the Institute of Internal Auditors’s Topical Requirement on Organisational Behaviour\, internal audit is formally expected to address it. \n\n\n\nBut the real question remains: So what? \n\n\n\nWhat does culture actually mean for audit planning\, scoping\, testing\, and reporting? How does the Topical Requirement translate into practical audit work\, rather than becoming another compliance exercise? \n\n\n\nIn this focused and practical webinar\, Sandro Boeri connects the Topical Requirement directly to day-to-day audit execution. He shows how culture is not a soft overlay but a behavioural system that directly influences control effectiveness\, risk exposure\, and strategic success. \n\n\n\nParticipants will leave with a clear framework for applying the Topical Requirement in a way that strengthens insight\, credibility\, and board impact. \n\n\n\nLearning objectives:  \n\n\n\n\nExplain the intent of the Topical Requirement on Organisational Behaviour: Understand the purpose of the Topical Requirement and its implications for audit methodology and professional judgment.\n\n\n\nDefine culture in operational terms: Move beyond values statements and articulate culture as a system of incentives\, signals\, and behavioural norms.\n\n\n\nIdentify behavioural risk within audit engagements: Recognise where controls may appear effective but fail under pressure due to behavioural dynamics.\n\n\n\nIntegrate behavioural analysis into audit planning and fieldwork: Apply practical techniques for interviews\, scoping\, control evaluation\, and root cause analysis.\n\n\n\nTranslate cultural observations into board-level insight: Report in a way that is balanced\, evidence-based\, and strategically relevant.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Auditing \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/culture-eats-strategy-for-breakfast-the-internal-audit-so-what/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T110000
DTEND;TZID=America/New_York:20260528T120000
DTSTAMP:20260604T090914
CREATED:20260501T214539Z
LAST-MODIFIED:20260501T214544Z
UID:10011036-1779966000-1779969600@www.freelivecpe.com
SUMMARY:Financial Reports in Solver & Power BI: Which Is Best?
DESCRIPTION:Finance teams have more than one option when it comes to designing and delivering financial reports\, but understanding when to use Solver versus Microsoft Power BI can be challenging. Both tools are capable of presenting numbers and visual insights\, yet they take very different approaches to getting there. \n\n\n\nWhile Power BI excels at interactive dashboards and data visualization\, Solver is purpose‑built for structured financial statements\, consolidations\, and Excel‑based reporting workflows. In this webinar\, Forvis Mazars will walk through real‑world financial reporting scenarios to compare Solver and Power BI head‑to‑head. Attendees will see how core reports (such as income statements\, balance sheets\, and supporting schedules) can be created in each tool\, highlighting the different processes that lead to the same goal of delivering reliable information that supports better decision making. \n\n\n\nBy the end of the session\, finance leaders and reporting professionals will have practical guidance on which tool makes sense for specific reporting needs\, helping organizations select a suitable approach that supports accuracy\, scalability\, and efficiency while leveraging existing technology investments. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nCompare Solver and Power BI for financial reporting use cases\, including structured financial statements versus interactive analytical reporting.\n\n\n\nRecognize how core financial reports can be built in both platforms\, using Solver’s financial reporting capabilities and Power BI’s matrix and paginated report options.\n\n\n\nIdentify suitable scenarios for each platform to help support more informed decisions about designing\, delivering\, and scaling financial reporting across the organization.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/financial-reports-in-solver-power-bi-which-is-best-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260604T090914
CREATED:20260418T122159Z
LAST-MODIFIED:20260418T122205Z
UID:10010957-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Navigating private credit structures: Federal & state tax considerations
DESCRIPTION:Key takeaways \n\n\n\nPrivate credit is a fast-growing investment management strategy\, and tax outcomes can significantly affect economic returns\, investor reporting\, and tax compliance obligations. In this session\, private credit tax specialists will explore key federal and state income tax considerations and potential tax planning opportunities for investment managers implementing private credit structures. We’ll discuss: \n\n\n\nKey federal and state income tax issues and potential tax planning opportunities \n\n\n\nFederal and state income tax implications of common private credit structures \n\n\n\nFederal and state tax reporting and filing considerations within these structures
URL:https://www.freelivecpe.com/event/navigating-private-credit-structures-federal-state-tax-considerations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260604T090914
CREATED:20260425T141236Z
LAST-MODIFIED:20260425T141908Z
UID:10011001-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Emerging Trends in the Nonprofit Sector
DESCRIPTION:Event Overview\n\n\n\nThis session provides a timely\, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations\, regulatory and compliance considerations\, governance and leadership transitions\, and technology adoption. Designed for nonprofit leaders and trusted advisors\, the session focuses on translating emerging trends into clear\, actionable insights that help organizations protect their mission\, manage risk\, and enhance long-term impact in an increasingly complex operating environment. \n\n\n\nLearning Objectives  \n\n\n\n\nIdentify key trends reshaping the nonprofit sector and their governance and accountability implications.\n\n\n\nDetermine financial and operational risks affecting nonprofit sustainability and resilience.\n\n\n\nExplain how talent constraints\, leadership transitions\, and technology adoption influence nonprofit operating models.\n\n\n\nApply sector trends to develop practical\, stakeholder-ready recommendations that support compliance and mission success.\n\n\n\n\nPresenters  \n\n\n\nKim Hunwardsen\, Partner/Tax-Exempt Organizations Practice Leader \n\n\n\nKim leads our exempt organization tax practice and is a member of Eide Bailly’s National Tax office. Her 30 years of public accounting experience has been devoted entirely to working with various types of tax-exempt organizations including private foundations\, hospitals\, higher education institutions\, and other public charities. During this time\, she has worked closely with many nonprofits to address challenging tax issues so that they are resolved in the manner most beneficial to the organization. Kim consults on issues such as mergers and acquisitions\, formation of tax-exempt entities\, unrelated business income issues\, compensation and benefit issues\, restructuring of healthcare systems\, IRS exams\, and community health needs assessments\, among many other unique requirements of exempt organizations. Kim is a frequent speaker regarding tax issues that impact nonprofit organizations. \n\n\n\nDeb Nelson\, CPA\, Partner/Nonprofit Industry Leader  \n\n\n\nDeb specializes in working with tax-exempt organizations to address a wide range of tax issues and guide organizations through tax compliance. She has extensive experience with tax consulting\, planning\, and compliance services and works with organizations to understand the impact of tax law and reporting changes and develops strategies to address these changes.   \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Business Management & Organization \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis 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. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/emerging-trends-in-the-nonprofit-sector/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260604T090914
CREATED:20260425T145011Z
LAST-MODIFIED:20260425T145018Z
UID:10011012-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Breaking Down HR–IT Silos to Power a More Productive Workforce
DESCRIPTION:Automation. Rising productivity expectations. Expanding security demands. The pressure on HR and IT has intensified — yet too many organizations are still operating with disconnected workflows and fragmented IT systems. \n\n\n\nIt’s time to rethink how HR and IT work together. \n\n\n\nJoin ADP and Sapient Insights Group for a focused\, action-driven session on how leading organizations are aligning HR and IT to simplify operations\, reduce risk and deliver a seamless employee experience. \n\n\n\nThis session will help leaders: \n\n\n\n\nIdentify and eliminate workflow gaps between HR and IT that slow productivity\n\n\n\nClarify shared ownership across workforce technology\, automation and security\n\n\n\nReduce system fragmentation that impacts employee engagement and retention\n\n\n\nImplement practical steps to deliver a seamless employee journey — from onboarding through offboarding\n\n\n\nBuild a stronger HR–IT partnership that supports long-term growth\n\n\n\n\nJoin us! \n\n\n\nPending approval for 1 HRCI\, 1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/breaking-down-hr-it-silos-to-power-a-more-productive-workforce/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T130000
DTEND;TZID=America/New_York:20260528T140000
DTSTAMP:20260604T090914
CREATED:20260425T141653Z
LAST-MODIFIED:20260425T141659Z
UID:10011002-1779973200-1779976800@www.freelivecpe.com
SUMMARY:The data advantage: How leading funds accelerate insight\, governance and performance
DESCRIPTION:Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct \n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: Specialized KnowledgeCPE host:  Savanah Sendek \n\n\n\nInformation about CPE eligibility:\n\n\n\nIdentify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct \n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: Specialized KnowledgeCPE host:  Savanah Sendek \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker 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.
URL:https://www.freelivecpe.com/event/the-data-advantage-how-leading-funds-accelerate-insight-governance-and-performance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T130000
DTEND;TZID=America/New_York:20260528T140000
DTSTAMP:20260604T090914
CREATED:20260502T000104Z
LAST-MODIFIED:20260509T134442Z
UID:10011038-1779973200-1779976800@www.freelivecpe.com
SUMMARY:When the world shifts overnight\, can you operate at the speed of trust?
DESCRIPTION:Join Megan Duggan\, Partner\, Ernst & Young LLP\, Kyle Lawless\, Senior Manager\, Ernst & Young LLP\, and Depository Trust and Clearing Corporation (DTCC) in a discussion on the EY Global Risk Transformation study\, spotlighting a new architype of organizations: the Risk Strategists.  These forward-thinkers are not just surviving disruption — they’re outperforming peers across critical risk metrics. They’re half as likely to be blindsided by external shocks and a third faster at incident response. Their secret? A radical shift in how risk is integrated with strategy — and a redefinition of the role of Internal Audit. \n\n\n\nTopics discussed include: \n\n\n\n“Risk strategists” outperform “risk traditionalists” by embracing external signals\, advanced scenario planning\, and proactive risk management\, resulting in better outcomes and greater organizational resilience.oung LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nRecent global events and economic disruptions have created a new era of uncertainty\, requiring organizations to rethink risk management beyond short-term tactical responses. \n\n\n\nAdvances in AI enable organizations to manage risk faster and at scale\, but human judgment and strategic thinking remain essential for interpreting signals and making decisions. \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & 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. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & 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.
URL:https://www.freelivecpe.com/event/decisions-that-deliver-turning-legal-ops-roadmaps-into-reality/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260604T090914
CREATED:20260425T150259Z
LAST-MODIFIED:20260425T150304Z
UID:10011018-1779976800-1779980400@www.freelivecpe.com
SUMMARY:Using AI with Confidence in Your Not-for-Profit
DESCRIPTION:AI is reshaping not-for-profit work from fundraising and outreach to program delivery and operations bringing both efficiency and new risks. This webinar offers a practical approach to AI risk and governance for not-for-profits\, focusing on steps that fit limited resources. You’ll learn how to set clear policy and oversight\, safeguard sensitive data\, and reduce bias and equity harms. We’ll show how to vet AI use cases\, manage vendor and tool risks\, communicate transparently with stakeholders\, and establish monitoring and incident response so your organization can harness AI confidently while protecting people and reputation. \n\n\n\nPresenters\n\n\n\nRob McGillen\, Vice President\, AI Practice Leader\, CBIZJohn Verry\, Managing Director\, Cybersecurity\, CBIZMark Baran\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/using-ai-with-confidence-in-your-not-for-profit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260604T090914
CREATED:20260425T151348Z
LAST-MODIFIED:20260425T151353Z
UID:10011022-1779976800-1779980400@www.freelivecpe.com
SUMMARY:AI in AR: Real Talk on What's Working\, What's Not\, and What's Just Hype
DESCRIPTION:AI is dominating the conversation in finance\, but for accounts receivable teams\, the real question isn’t if to adopt it\, it’s how to do it right.  \n\n\n\nControllers and finance leaders are under increasing pressure to improve cash flow\, reduce manual work\, and do more with leaner teams. While AI promises a path forward\, many organizations are still navigating where it actually delivers value inside AR\, and where it creates more complexity than clarity.  \n\n\n\nJoin Gregg D’eon\, VP – Controller at LTK and other panelists (TBA) for a practical\, no-fluff discussion on how finance teams are applying AI across invoicing\, collections\, and cash application to drive measurable results. Sponsored by Billtrust\, this session explores real-world use cases\, lessons learned\, and what it takes to move from experimentation to impact.  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease 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.  \n\n\n\nControllers 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
URL:https://www.freelivecpe.com/event/ai-in-ar-real-talk-on-whats-working-whats-not-and-whats-just-hype/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260604T090914
CREATED:20260425T163507Z
LAST-MODIFIED:20260425T163512Z
UID:10011025-1779976800-1779980400@www.freelivecpe.com
SUMMARY:Beyond the audit: Executive influence
DESCRIPTION:This session brings together leaders who started careers in public accounting and changed course to influence organizations beyond the traditional audit role. Partner Matthew Bohdan will be joined by Korey Thomas\, vice president of audit at Whirlpool Corporation\, and Jason Burchardt\, vice president of internal audit at Perrigo Company\, to share candid insights on how audit experience can shape leadership\, decision-making\, and enterprise-level value. The panel discussion will highlight common assumptions about audit\, explore what differentiates technical excellence from advisory influence\, and share how leaders intentionally develop the next generation. \n\n\n\nParticipants will be able to:\n\n\n\n\nIdentify the leadership habits\, mindsets\, and career decisions that enable auditors to evolve from technical experts into trusted advisors with enterprise-level influence.\n\n\n\nEvaluate how audit work creates value beyond compliance\, including how leaders balance being “right” versus being effective\, modernize selectively\, and build trust with executives.\n\n\n\nApply practical\, intentional actions that develop leadership capabilities\, professional scope\, and long-term organizational impact.\n\n\n\n\nPresenters:\n\n\n\n\nMatthew Bohdan\, Partner\, Management consulting\, Plante Moran\n\n\n\nKorey Thomas\, Vice president\, Audit\, Whirlpool Corporation\n\n\n\nJason Burchardt\, Vice president\, Internal audit\, Perrigo Company\n\n\n\n\nModerator:\n\n\n\n\nCatie Carey\, Senior consultant\, Management consulting\, Plante Moran\n\n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & 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.
URL:https://www.freelivecpe.com/event/beyond-the-audit-executive-influence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personal Development
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260604T090914
CREATED:20260501T214656Z
LAST-MODIFIED:20260501T214701Z
UID:10011037-1779976800-1779980400@www.freelivecpe.com
SUMMARY:Quarterly Tax Webinar: Q2 2026
DESCRIPTION:Join Forvis Mazars for a moderated discussion focused on current tax developments affecting you and your business. We’ll break down second quarter 2026 updates from the IRS\, U.S. Department of the Treasury\, Congress\, and other key tax authorities—and what they may mean for your organization. Our discussion will also explore broader tax trends and emerging issues that could impact your current and future tax planning\, compliance\, and reporting. Whether you’re responsible for tax strategy or broader financial decision making\, you’ll gain actionable insights and a clearer view of current tax considerations. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDiscuss new and evolving tax laws and regulatory guidance from the second quarter of 2026.\n\n\n\nRecognize policy and regulatory trends and their direct implications for business strategy\, financial reporting\, and tax planning.\n\n\n\nOutline strategies to help gauge risk\, plan ahead\, and respond to a changing tax environment.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/quarterly-tax-webinar-q2-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260604T090914
CREATED:20260509T144530Z
LAST-MODIFIED:20260509T144535Z
UID:10011089-1779976800-1779980400@www.freelivecpe.com
SUMMARY:From Adoption to Impact: Driving Reporting Value with AI
DESCRIPTION:About this Event:\n\n\n\nMany business leaders aren’t asking whether to adopt AI anymore—they’re asking how to make it actually work. How do you move past the pilot? How do you get your data ready? How do you build team confidence and measure whether AI adoption is paying off?In this webinar\, Workiva and Deloitte get specific. Our speakers will walk through what AI implementation looks like in practice inside the office of the CFO and across functions—from identifying the right use cases and cleaning up upstream data\, to building early wins and scaling what’s working.  \n\n\n\nThis webinar goes beyond theoretical discussions around the possibilities of AI. You’ll hear real-world examples of teams applying AI to existing reporting workflows—from specific financial reporting and record-to-report use cases to considerations for global multinationals\, public\, and private organizations. \n\n\n\nJoin us for a conversation about the realities of leading an AI-empowered organization\, ranging from change management to ROI measurement.  \n\n\n\nAfter this webinar\, you will be able to: \n\n\n\n\nDevelop the business case for AI\, from defining success criteria upfront to identifying use cases to setting expectations for what early wins look like\n\n\n\nEvaluate your build vs. buy options\, between purpose-built AI functionality within your existing tech stack against custom-built solutions\n\n\n\nAssess whether your organization’s current AI governance framework is sufficient to manage risk at scale\n\n\n\n\nWorkiva offers one complimentary CPE credit for this webinar.ay. All attendees will receive access to the on-demand recording after the event.
URL:https://www.freelivecpe.com/event/from-adoption-to-impact-driving-reporting-value-with-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2025/08/Workiva-Logo-CPE-webinars.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T140000
DTEND;TZID=America/New_York:20260528T150000
DTSTAMP:20260604T090914
CREATED:20260524T001209Z
LAST-MODIFIED:20260524T001218Z
UID:10011176-1779976800-1779980400@www.freelivecpe.com
SUMMARY:Small business confidence in 2026: Midyear trends and lessons
DESCRIPTION:Inflation uncertainty. Persistent labor challenges. Increasing compliance demands. Rapidly evolving workforce expectations. \n\n\n\nAs the year unfolds\, small business leaders are balancing cautious optimism with real constraints—deciding where to invest\, how to protect margins\, and how to stay compliant while operating with lean teams. \n\n\n\nSo\, how are small business owners feeling about 2026 so far? What trends are emerging—and what lessons are business leaders learning as the year progresses? \n\n\n\nJoin us for a timely discussion featuring data‑driven insights on small business and workforce trends\, the evolving compliance landscape\, and a small business owner’s perspective. \n\n\n\nTogether\, we’ll explore what small businesses are experiencing midway through 2026—grounded in research and real‑world business decisions. \n\n\n\nThis conversation goes beyond sentiment to examine how hiring\, pay\, technology\, operating costs\, and compliance choices made today are influencing outcomes for the rest of 2026. \n\n\n\nJoin us today! \n\n\n\nPending approval for 1 HRCI\, 1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/small-business-confidence-in-2026-midyear-trends-and-lessons/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T150000
DTEND;TZID=America/New_York:20260528T160000
DTSTAMP:20260604T090914
CREATED:20260501T200656Z
LAST-MODIFIED:20260501T200701Z
UID:10011033-1779980400-1779984000@www.freelivecpe.com
SUMMARY:Internal audit driving value in the Technology\, Media\, and Telecommunications sectors
DESCRIPTION:Webcast overview\n\n\n\nAs Technology\, Media\, Telecommunications (TMT) organizations transform in today’s rapidly changing risk landscape\, Internal Audit functions are being asked to deliver more than assurance. Their unique positions offer them an opportunity to provide insight and strategic value aligned to evolving business priorities. As technology\, AI adoption\, platform business models\, M&A\, and third party concentration reshape risk\, boards expect Internal Audit to deliver timely\, actionable perspectives that matter. \n\n\n\nJoin Mike Smith\, KPMG US Internal Audit Solution Leader\, for a Knowledge Cast featuring Parth Jhaveri\, KPMG US TMT Industry Leader for Internal Audit &\, and Julie Simpson\, Ebay’s VP\, Head of Internal Audit and CAE. Together\, they’ll discuss how IA leaders in the TMT sectors are evolving their functions\, focusing on the risks that drive enterprise value\, and balancing independence with strategic impact. \n\n\n\nLearning Objectives: \n\n\n\nTopics include: \n\n\n\n\nThe evolution of Internal Audit through a technology and transformation lens\n\n\n\nRisks in the TMT industries that matter most—and how IA can create value by uncovering ways to manage them\n\n\n\nModern assurance\, continuous auditing\, and innovation in the fast moving TMT environments\n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: C-level executives\, Board directors\, VPs and SVPs\, OtherField(s) of Study: Auditing – 23 \n\n\n\nThe final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code DBNZYV5X5KG.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\nKPMG 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 addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/internal-audit-driving-value-in-the-technology-media-and-telecommunications-sectors/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T150000
DTEND;TZID=America/New_York:20260528T160000
DTSTAMP:20260604T090914
CREATED:20260501T201028Z
LAST-MODIFIED:20260501T201033Z
UID:10011035-1779980400-1779984000@www.freelivecpe.com
SUMMARY:Practice AI in Review and Investigations
DESCRIPTION:As legal\, compliance\, and investigative teams face growing data volumes and pressure to move faster\, AI is becoming an increasingly practical tool in review workflows. This session explores how GenAI can be used defensibly in document review\, privilege analysis\, and summarization\, while maintaining appropriate human oversight. Participants will examine reviewer-in-the-loop validation methods\, key risk controls\, and practical ways to measure quality\, efficiency\, and cost outcomes that matter to stakeholders. \n\n\n\nLearning Objectives \n\n\n\n\nRecognize practical and defensible applications of GenAI in document review\, privilege analysis\, and summarization.\n\n\n\nDistinguish among reviewer-in-the-loop validation methods and the controls used to manage legal\, quality\, and process risks.\n\n\n\nAssess measurable quality\, efficiency\, and cost outcomes to support reporting and decision-making for stakeholders.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo 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. \n\n\n\nPlease 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. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO 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
URL:https://www.freelivecpe.com/event/practice-ai-in-review-and-investigations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/BDO-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T150000
DTEND;TZID=America/New_York:20260528T160000
DTSTAMP:20260604T090914
CREATED:20260509T200951Z
LAST-MODIFIED:20260509T200955Z
UID:10011101-1779980400-1779984000@www.freelivecpe.com
SUMMARY:Why Post–Tax Season is the perfect time to move your firm to the cloud
DESCRIPTION:In this webinar\, Wolters Kluwer breaks down the common challenges that firms face when staying on desktop software\, including: \n\n\n\n\nHeavy IT and maintenance demands like server upkeep\, manual updates\, and unreliable backups\n\n\n\nRestricted accessibility that makes remote or flexible work difficult\n\n\n\nSecurity vulnerabilities that come from relying on local machines and aging hardware\n\n\n\nPerformance slowdowns during peak filing periods\n\n\n\n\nWe’ll then highlight how cloud‑based tax software removes these friction points and positions your firm for a smoother\, more productive year ahead – no matter the season.You’ll see how the cloud delivers: \n\n\n\n\nAnywhere\, any‑device access for seamless teamwork\n\n\n\nAdvanced built‑in security and automated backups\n\n\n\nInstant updates with no installation required\n\n\n\nScalable performance that keeps you moving through busy season effortlessly\n\n\n\nLower IT overhead so you can focus on serving clients\, and growing your business for the future\n\n\n\n\nPost–tax season is the best time to evaluate your technology – your pain points are fresh\, workloads lighten\, and you have room to explore improvements before next year’s deadlines begin to loom. This webinar helps you understand your options and gives you a clear picture of how a cloud migration can set your firm up for a smoother\, more efficient season ahead. \n\n\n\n\n\n\n\nCPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
URL:https://www.freelivecpe.com/event/why-post-tax-season-is-the-perfect-time-to-move-your-firm-to-the-cloud/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/11/CPA-practice-advisors-CPE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260601T130000
DTEND;TZID=America/New_York:20260601T140000
DTSTAMP:20260604T090914
CREATED:20260509T200132Z
LAST-MODIFIED:20260509T200137Z
UID:10011099-1780318800-1780322400@www.freelivecpe.com
SUMMARY:IEEPA Tariff Refunds: What Taxpayers Should Know Regarding Accounting\, Audit and Tax
DESCRIPTION:Description\n\n\n\nJoin us for a practical discussion led by Cherry Bekaert’s cross‑functional team of professionals on how IEEPA tariff refunds may impact accounting\, audit and tax considerations. \n\n\n\nIEEPA Tariff Refunds: What Taxpayers Should Know Regarding Accounting\, Audit\, and Tax –  June 1\, 2026 at  1 – 2 P.M. ET\n\n\n\nThis webinar will explore key financial reporting and audit-readiness issues organizations may encounter when evaluating tariff refunds\, along with broader considerations for tax provision processes as trade policy continues to evolve. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify key accounting and tax considerations related to IEEPA tariff refunds\n\n\n\nEvaluate audit and documentation considerations associated with tariff refunds\n\n\n\nUnderstand potential impacts on financial reporting and tax provision processes\n\n\n\nRecognize considerations for preparing for potential future tariff refunds  \n\n\n\n\nSpeaker\n\n\n\nGeorge Kontogouris\, Partner\, Advisory Services \n\n\n\nWho Should Attend\n\n\n\nThis session is designed for professionals seeking a practical discussion of IEEPA tariff refund considerations\, with a focus on accounting\, audit\, and tax implications as well as related financial reporting impacts. \n\n\n\nCPE Accreditation\n\n\n\nDelivery 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  | None
URL:https://www.freelivecpe.com/event/ieepa-tariff-refunds-what-taxpayers-should-know-regarding-accounting-audit-and-tax/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/09/Cherry-Bekaert-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T100000
DTEND;TZID=America/New_York:20260602T110000
DTSTAMP:20260604T090914
CREATED:20260516T124747Z
LAST-MODIFIED:20260525T010907Z
UID:10011126-1780394400-1780398000@www.freelivecpe.com
SUMMARY:TPRM in motion: Governance\, ownership\, and execution
DESCRIPTION:Description: \n\n\n\nThird‑party ecosystems continue to grow in complexity\, increasing regulatory scrutiny and operational risk exposure for organizations across industries. As a result\, establishing effective governance structures and robust controls has become a critical success factor for managing third‑party risk in a sustainable and transparent manner. \n\n\n\nThis webcast provides a structured and practical view on TPRM Governance and Controls\, focusing on how organizations can establish clear ownership\, enable effective oversight\, and implement robust control mechanisms across the entire third‑party lifecycle. We will explore how governance frameworks translate into operating models and day‑to‑day controls\, and why alignment between governance\, operating model\, and control execution is essential for control effectiveness. \n\n\n\nParticipants will gain insights into leading governance frameworks\, understand how policies are operationalized through controls\, and learn how to design\, implement\, and monitor TPRM controls in a risk‑based and efficient way. The session also addresses key considerations such as organizational setup and the strategic decision between in‑house\, external\, or hybrid models to support governance and control objectives. \n\n\n\nLearning objectives:  \n\n\n\n\nAnalyze the importance of effective governance in TPRM and how clear ownership\, accountability\, and oversight manage regulatory pressure and increasing third‑party risk.\n\n\n\nExplain how TPRM governance frameworks translate into operating models and why alignment between governance structures\, organizational setup\, and control execution is critical for effectiveness.\n\n\n\nIdentify key components of robust TPRM control mechanisms across the third‑party lifecycle and describe how controls support transparency\, compliance\, and risk mitigation.\n\n\n\nOutline the principles of risk‑based TPRM control design and assessment\, and differentiate how controls are typically implemented and monitored in complex third‑party environments.\n\n\n\nEvaluate organizational and sourcing models for TPRM (in‑house\, external\, or hybrid) and assess their impact on governance effectiveness\, control ownership\, and operational resilience.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Auditing \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/tprm-in-motion-governance-ownership-and-execution/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2026/03/Optro.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T110000
DTEND;TZID=America/New_York:20260602T120000
DTSTAMP:20260604T090914
CREATED:20260516T141946Z
LAST-MODIFIED:20260516T141950Z
UID:10011153-1780398000-1780401600@www.freelivecpe.com
SUMMARY:Don’t break your marketing: Leverage consent for smarter personalization
DESCRIPTION:Event description\n\n\n\nGrant Thornton Advisors and OneTrust will examine what it takes to build a Universal Consent & Preference Management (UCPM) program that is auditable\, free of dark patterns\, and capable of powering a scalable\, trusted marketing operating model.  \n\n\n\nWith accelerating regulatory scrutiny\, the shift to first‑party data\, and rising consumer expectations for transparency\, organizations are rapidly modernizing their CPM capabilities. This session will outline the core elements of a strong consent foundation\, highlight market trends driving adoption\, and share proven lessons from successful deployments—including how to align privacy and marketing teams\, avoid over‑engineered builds\, and establish scalable\, measurable workflows that turn consent from a compliance requirement into a durable driver of customer trust and engagement at scale. \n\n\n\nWebcast details\n\n\n\nDate and time \n\n\n\nTuesday\, June 02\, 202611:00 AM ET – 12:00 PM ET \n\n\n\nRecommended CPE credits \n\n\n\n1 \n\n\n\nLearning objectives \n\n\n\n\nDefine a scalable UCPM foundation by establishing an auditable consent and preference management framework that supports enterprise growth.\n\n\n\nIdentify market and regulatory drivers shaping CPM adoption\, including evolving regulations\, first party data strategies and rising consumer expectations.\n\n\n\nApply proven deployment best practices to align cross functional teams\, simplify implementation and build workflows that strengthen compliance and customer trust.
URL:https://www.freelivecpe.com/event/dont-break-your-marketing-leverage-consent-for-smarter-personalization/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Grant-Thornton-CPE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T110000
DTEND;TZID=America/New_York:20260602T130000
DTSTAMP:20260604T090914
CREATED:20260509T134258Z
LAST-MODIFIED:20260509T134303Z
UID:10011075-1780398000-1780405200@www.freelivecpe.com
SUMMARY:EY 2026 Registered Funds Seminar
DESCRIPTION:Regulatory pressures\, rapid digital innovation\, and shifting investor expectations are accelerating change across the registered funds industry. The sector is entering a pivotal period in which strategic decisions will define long-term competitiveness. When change reshapes the market\, how will you lead the way? \n\n\n\nThis virtual program brings together leading registered funds executives and industry experts to engage in in-depth conversations about the most significant trends\, challenges\, and emerging solutions. Professional-led panels will provide timely insights to help firms navigate regulatory changes\, modernize operations\, and position themselves for sustained growth. \n\n\n\nJoin us June 2 and 3 for the EY 2026 Registered Funds Seminar\, a high-value virtual event designed to equip leaders with the clarity\, perspective\, and practical strategies needed to stay ahead of change. This event brings together top registered funds executives and industry leaders to share insights on emerging trends\, critical challenges\, and practical solutions shaping the future of the sector. \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & 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. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & 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.
URL:https://www.freelivecpe.com/event/ey-2026-registered-funds-seminar/2026-06-02/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260604T090914
CREATED:20260502T133017Z
LAST-MODIFIED:20260502T133022Z
UID:10011044-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Rethinking firm growth: How modern accounting firms compete\, differentiate and scale
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nThe accounting profession is evolving rapidly. Shifts in technology\, rising client expectations\, AI adoption\, and changing buyer behavior are redefining how firms grow\, compete\, and deliver value. While referrals remain an important source of new business\, today’s buyers are more informed than ever and expect clear differentiation\, proactive guidance\, and modern service models from their accounting partners. \n\n\n\nIn this session\, Darren Root\, co-founder of Better Everyday\, will share his principles for intentionally aligning firm strategy\, service offerings\, and marketing efforts. Participants will explore how accounting firms can evolve their go to market approach to attract and retain ideal clients while creating scalable\, sustainable growth. The session will also address the growing role of marketing\, data\, and AI in helping firms communicate their value\, remain relevant\, and better serve clients\, using payroll as a practical case study to illustrate how intentional service decisions can drive growth\, differentiation\, and advisory expansion. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify key shifts impacting the accounting profession and evaluate how these changes affect firm growth and client retention strategies.\n\n\n\nAnalyze their firm’s current strategies to determine opportunities to intentionally align service offerings\, marketing efforts\, and firm vision to attract ideal clients.\n\n\n\nExplain how payroll data and analytics can be leveraged to expand advisory services beyond compliance and support clients across the full business lifecycle.\n\n\n\nApply practical best practices and turnkey\, customizable tools to enhance marketing messaging\, client engagement\, and service delivery within their own firms.\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Business management & organizationProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/rethinking-firm-growth-how-modern-accounting-firms-compete-differentiate-and-scale/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260604T090914
CREATED:20260509T132115Z
LAST-MODIFIED:20260509T132120Z
UID:10011064-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Modernize Costpoint Without Disruption: Your Path to the Deltek Cloud
DESCRIPTION:Many organizations running Deltek Costpoint on premises are facing a new reality: rising infrastructure costs\, heightened security and compliance demands\, increasing upgrade complexity\, and pressure to innovate faster. What once worked well may now slow the business down. \n\n\n\nThe good news? You don’t need to replace Costpoint to modernize it. \n\n\n\nJoin BDO and Deltek professionals for a practical webcast designed for existing Costpoint on premise customers who are evaluating a move to the Deltek Cloud. Learn how organizations are reducing internal IT burden\, strengthening security and compliance\, simplifying upgrades\, and gaining access to continuous innovation—including emerging Deltek AI capabilities enabled by a modern SaaS environment. \n\n\n\nWe’ll break down what a successful transition looks like\, how to minimize disruption\, and what leaders should consider across technology\, operations\, and change management. Whether you’re early in the evaluation process or building a business case\, this session will help you understand why more Costpoint customers are making the move—and how to do it with confidence.  \n\n\n\nLearning Objectives \n\n\n\n\nIdentify key operational\, cost\, security\, and compliance factors related to migrating from a Deltek Costpoint on premises deployment to the Deltek Cloud.\n\n\n\nExplain how a cloud deployment can reduce infrastructure\, maintenance\, and upgrade complexity while supporting security and compliance requirements.\n\n\n\nIdentify core components of a Costpoint cloud migration roadmap\, including risk mitigation and business continuity considerations.\n\n\n\nEvaluate organizational and change management considerations necessary to align stakeholders and gain executive support for a Costpoint modernization initiative.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Overview \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo 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. \n\n\n\nPlease 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. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO 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
URL:https://www.freelivecpe.com/event/modernize-costpoint-without-disruption-your-path-to-the-deltek-cloud/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T130000
DTEND;TZID=America/New_York:20260602T140000
DTSTAMP:20260604T090914
CREATED:20260509T132618Z
LAST-MODIFIED:20260509T132623Z
UID:10011065-1780405200-1780408800@www.freelivecpe.com
SUMMARY:Understanding Plan Sponsor ESOP Accounting Basics
DESCRIPTION:Join Forvis Mazars for the first installment of our two-part webinar series\, designed to break down the complexities of Employee Stock Ownership Plan (ESOP) accounting for plan sponsors. This introductory session will provide a solid foundation in the fundamentals of ESOP accounting\, focusing on the nuances of leveraged versus non-leveraged ESOPs and the initial and ongoing accounting for ESOP shares\, including the related impact on financial statement footnote disclosures. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe the accounting for the initial purchase of ESOP shares\, including how these types of transactions are recorded and reported.\n\n\n\nDifferentiate common types of internal loans used in ESOPs and summarize their accounting treatment.\n\n\n\nExplain how other contributions and S-corporation distributions are accounted for and their impact on the company’s financial statements.\n\n\n\nIdentify required footnote disclosures and how they affect the financial statements.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/understanding-plan-sponsor-esop-accounting-basics/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260604T090914
CREATED:20260509T163639Z
LAST-MODIFIED:20260509T163644Z
UID:10011095-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Agents\, AI\, and Automation: Two Controller’s’ Firsthand Lessons
DESCRIPTION:After a two-week vacation\, the transaction backlog dread sets in for Skool’s Financial Controller\, James Agius. Fortunately\, accounting agents had handled 97% of the coding\, categorization\, and syncing to the books while he was completely offline\, leaving him 67 to review of the initial 2\,000-plus.  \n\n\n\nThis experience shows what’s possible for finance teams today. Innovative\, purpose-built tools and intelligent automation that eliminates busy work\, and empowers controllers\, accountants\, and finance professionals to make contributions that directly improve decision-making and boost margins.  \n\n\n\nIn this chat between Skool and Ramp’s controllers\, they’ll share their firsthand lessons from utilizing agents\, AI\, and automation\, including: – What modern finance is capable of for AP\, AR\, FP&A\, and more – What manual work can be eliminated with tools and automation – How to automate finance administrative tasks – Where Skool & Ramp’s newfound time is being spent  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease 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.  \n\n\n\nControllers 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
URL:https://www.freelivecpe.com/event/agents-ai-and-automation-two-controllers-firsthand-lessons/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260604T090914
CREATED:20260515T195806Z
LAST-MODIFIED:20260515T195811Z
UID:10011106-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Building future-ready private company boards
DESCRIPTION:Key takeaways \n\n\n\nPrivate company boards are entering a new era—one demanding sharp strategy\, broad expertise\, and a future-focused mindset. This webcast explores what it means to build smart boards\, from board structure and composition to artificial intelligence and risk oversight. We’ll discuss: \n\n\n\nHow private company boards can stay agile while strengthening governance \n\n\n\nHow governance fundamentals can help boards keep pace as emerging technology and a dynamic business environment redefine agendas\, reporting\, and director expectations \n\n\n\nHow boards can move from monitoring risk to building resilience
URL:https://www.freelivecpe.com/event/building-future-ready-private-company-boards/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20260602T140000
DTEND;TZID=America/New_York:20260602T150000
DTSTAMP:20260604T090914
CREATED:20260516T140847Z
LAST-MODIFIED:20260516T140853Z
UID:10011147-1780408800-1780412400@www.freelivecpe.com
SUMMARY:Build a Strong Financial Foundation
DESCRIPTION:Profit isn’t cash — and confusing the two can quietly derail growth. Strong organizations rely on timely financial information to run the business with confidence. \n\n\n\nJoin our complimentary webinar as CLA Client Accounting and Advisory Services professionals break down the financial fundamentals leaders need to operate day to day. Learn about common accounting pitfalls\, profit versus cash flow\, and how a weak operational finance foundation could hold your organization back. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nDescribe the foundational elements needed to bring financial clarity in an organization.\n\n\n\nIdentify the characteristics of a strong operational accounting foundation\, including core processes and controls that support accurate reporting.\n\n\n\nIdentify the differences between profit and cash flow and explain common misunderstandings leaders have when interpreting each.\n\n\n\nRecognize key warning signs that indicate underlying finance and accounting issues may be constraining profitability and growth.\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for business owners\, CEOs\, CFOs\, controllers\, executive directors\, and operational leaders who want clearer financial information\, stronger processes\, and better decisions. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com.  \n\n\n\nPart of the Finance That Fuels Growth webinar series\n\n\n\nThree webinars designed around the different stages leaders face as their organizations grow — from financial fundamentals to reporting insight to strategy. \n\n\n\nView the Full Series \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/build-a-strong-financial-foundation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260603T090000
DTEND;TZID=America/New_York:20260603T110000
DTSTAMP:20260604T090914
CREATED:20260515T202026Z
LAST-MODIFIED:20260515T203038Z
UID:10011114-1780477200-1780484400@www.freelivecpe.com
SUMMARY:2026 Florida Public Sector & Nonprofit Summit
DESCRIPTION:2026 Florida Public Sector & Nonprofit Summit: Day 1 \n\n\n\nEngage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics\, including GASB standards\, enhancing financial reporting\, and more. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecall and understand recent GASB changes and pronouncements\, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency\, strengthen cybersecurity\, and enhance financial resilience in local government finance operations while leveraging data\, automation\, and AI tools to support smarter decision making\, compliance\, and sustainable service delivery.State how operational assessments can help uncover inefficiencies\, risks\, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation\, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 2 \n\n\n\nJoin us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update\, automation and artificial intelligence (AI) trends\, today’s changing cybersecurity and IT security environment\, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nIdentify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology\, Economics\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 3 \n\n\n\nJoin us for the third day of this dynamic\, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates\, strategies\, and best practices to help enhance your organization’s operations\, compliance\, and fundraising efforts. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing\, Taxes\, Business Management and Organization\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\nEach day has two sessions\, a morning and an afternoon session\, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session. \n\n\n\nCPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)study may be awarded upon verification of participant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/2026-florida-public-sector-nonprofit-summit/2026-06-03/1/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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