Donor Love, Not Data Entry: Agentic AI in Action
2025-12-04 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Unpack Agentic AI and its role in guiding nonprofits from concept to tangible impact.

Your donors didn’t fall in love with your mission because of spreadsheets. They care about connection, stories, and impact — and your team should have time to focus on that.

This session introduces Agentic AI, the next wave of automation that quietly handles repetitive tasks like donor entry, transaction coding and reconciliations.

We’ll walk through the full journey, including building buy-in, choosing the right use cases, driving adoption and measuring success to validate ROI. By the end, you’ll have clear next steps for scaling automation in a way that supports your mission and strengthens donor relationships.

Who Should Attend

Nonprofit executives, finance leaders, decision-makers and board members

Learning Objectives:

Define Agentic AI and identify where it creates value in nonprofit operations.

Evaluate AI use cases in finance and donor engagement.

Develop a phased plan to introduce and scale AI tools while building internal buy-in.

Evaluate ROI and present a clear business case for automation.

Speaker

Stacie Cornwell, Partner – Industry Leader, Nonprofit, Armanino Advisory LLC

Lauren Renninger, Director of Automation and AI, Armanino Advisory LLC

Brenda Kahler, Senior Director, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Information Technology)

To be awarded the full credit, you must attend for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino 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.

Closing Strong: 2025 Accounting Update and Year-End Readiness
2025-12-04 13:00 - 14:00
As companies prepare for their year-end financial statement audits, accounting and finance leaders must navigate challenges at the intersection of new technologies, regulation, and reporting accuracy. This one-hour CPE session will provide critical updates and practical guidance on navigating these complexities including AI in financial reporting, regulatory developments, and year-end challenges.

Riveron’s accounting advisory experts will share best practices and real-world examples to help accounting and finance functions improve efficiency, strengthen internal controls, and avoid costly pitfalls.

What You’ll Learn

How emerging forces such as AI, regulatory trends, and governance expectations are reshaping financial reporting and internal controls

The most common year-end pitfalls including process changes, overlooked valuations, recurring impairments, and delayed accounting assessments

Practical steps to strengthen internal controls and operational activities through better documentation, ownership, and cross-functional coordination

Proven best practices and real-world case studies that can help teams prepare for the year-end financial statement audit confidently

Quarterly government services webinar series
2025-12-04 13:00 - 15:00
Event overview

Topic 1

Strengthening IT controls for effective risk management in government operations

This session equips government professionals with the knowledge to identify and manage IT risks through effective general IT controls (ITGCs). Participants will explore how IT risk components intersect with operational goals such as service continuity, data integrity and regulatory compliance. The session also guides attendees in proposing enhancements to their control frameworks to ensure IT risk is proactively addressed within public sector mandates and accountability structures.

Topic 2

Unlocking efficiency: Outsourcing strategies for government operations

This session explores how outsourcing can help government organizations improve efficiency, reduce risk and redirect resources toward core public services like citizen engagement, service accessibility and community needs. Participants will examine the benefits and risks of outsourcing, consider how it aligns with strategic and operational goals, and discuss key factors that influence successful implementation, including governance, accountability and service quality.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-basedField of study: Specialized Knowledge and Applications | CPE: 1.0 credits

Private entity reporting – 2025 and beyond
2025-12-04 14:00 - 15:00
Webcast overview

Join us for an insightful webcast where KPMG professionals dive into the latest trends and emerging hot topics shaping accounting and financial reporting for private entities. Discover what’s driving change and what lies ahead. Gain practical perspectives, forward-looking insights, and strategies to help you navigate complexity and stay ahead in a rapidly evolving financial landscape.

Applicability

Private entities

Event contents

A market update from the KPMG Private Markets Group

ASUs effective for private entities in 2025

Recent FASB developments

Other hot topics of interest to private entities

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code PHNJ24B4DY3.

Navigating IRS Voluntary Disclosures: What Withholding Agents and Payors Need to Know
2025-12-04 14:00 - 15:00
Webcast overview

Are you concerned that your organization may have missed important tax filings, such as 1042/1042-S, 1099, or may have tax withholding omissions? Join us for an informative webcast that will demystify the IRS Voluntary Disclosure Program and help you understand how to proactively address tax compliance issues before they escalate into more costly problems.

KPMG LLP is pleased to invite you to a one-hour webcast featuring professionals from our Information Reporting & Withholding Tax Services and Washington National Tax. This webcast will cover essential elements of voluntary disclosure, including eligibility criteria and the step-by-step process for initiating a disclosure with the IRS.

Key agenda points include:

What is a Voluntary Disclosure?

Who is eligible to participate?

How to initiate a disclosure

Potential benefits and outcomes

Common pitfalls to avoid

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KGNRCBCQ5SJ.

What’s Ahead in 2026: AI, Data, and the Outlook for Growth
2025-12-04 14:00 - 15:00
About this Event:

The year ahead promises to be a pivotal one for boards and executives setting corporate strategy. They will be navigating unpredictability in global markets; developments in artificial intelligence; and pressure for trusted, real-time data to be able to proactively jump on opportunities. Join speakers from Deloitte and Workiva to hear our expectations for 2026, including insights from a survey of roughly 1,600 in-person and virtual attendees of the 2025 Workiva Amplify conference.

After this event, you will be able to:

Describe why 2026 is a crucial one for leaders and boards to set the tone

Explain why data quality deserves as much attention as data security

Recall practitioners’ sentiments on the future of AI, data, and risk management

Workiva offers one CPE credit for this event.

What Quality Means for Auditors and Accountants: Perspectives from the PCAOB
2025-12-04 14:00 - 15:00
About this Event:

As regulatory frameworks adapt to rapid technological change, understanding the interplay between audit standards, data innovation, and preparer readiness has never been more critical. Join PCAOB Board Member Christina Ho and advisor Mike Willis for a forward-looking discussion on how oversight, innovation, and emerging technologies are reshaping audit and financial reporting.

Hosted by the SEC Professionals Group (SEC Pro), this session will explore how the impact of SEC oversight, regulatory shifts, technology, and an evolving profession are shaping expectations for the critical work of auditors, and how that impacts financial reporting professionals.

This session offers a rare opportunity to hear directly from a PCAOB board member and other seasoned experts about how the profession can stay aligned with evolving audit expectations and the ever important need for quality in audit and financial reporting.

This webinar is eligible for 1 CPE credit.

What Quality Means for Auditors and Accountants: Perspectives from the PCAOB
2025-12-04 14:00 - 15:00
As regulatory frameworks adapt to rapid technological change, understanding the interplay between audit standards, data innovation, and preparer readiness has never been more critical. Join PCAOB Board Member Christina Ho and advisor Mike Willis for a forward-looking discussion on how oversight, innovation, and emerging technologies are reshaping audit and financial reporting.

Hosted by the SEC Professionals Group (SEC Pro), this session will explore how the impact of SEC oversight, regulatory shifts, technology, and an evolving profession are shaping expectations for the critical work of auditors, and how that impacts financial reporting professionals.

This session offers a rare opportunity to hear directly from a PCAOB board member and other seasoned experts about how the profession can stay aligned with evolving audit expectations and the ever important need for quality audit and financial reporting.

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

Describe how PCAOB and SEC priorities intersect to shape the future of audit quality.

Evaluate how structured data, AI, and emerging technologies are transforming audit and reporting practices.

Recognize the evolving roles of auditors, preparers, and regulators in advancing audit innovation.

Apply insights from regulatory leaders to strengthen collaboration and readiness for technology-driven standards.

Credits: 1

Duration: 60 minutes

Field of Study: Accounting

More CPE information →

Join the Conversation: The State of the CPG Industry
2025-12-04 14:00 - 15:00
As the year winds down, join PwC Consumer Markets Leader Ali Furman and Consumer Brands Association President and CEO Melissa Hockstad for a dynamic conversation on the state of the consumer packaged goods (CPG) industry. Together, they’ll take a deep dive into the trends shaping the sector and share timely, practical insights to help business leaders navigate change and position their organizations for success in the year ahead.

They’re also pleased to welcome Mike Ross, PwC’s Consumer Markets Deals Leader, and Dr. Alexis Crow, PwC’s Chief Economist, who will offer perspectives on the latest CPG deals landscape and provide a macroeconomic outlook that sets the stage for 2025 and beyond.

Presenters:Ali Furman, Consumer Markets Industry Leader.Mike Ross, Consumer Markets Deals Leader, PwC US.

Who should attend: Management services professionals and business transformation professionals.

CPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Management Services.

The Future of Your Firm: Unlocking Growth Through Integration, Innovation, and Insight
2025-12-04 14:00 - 15:00
You will learn how future-ready firms are turning siloed processes into seamless, data-driven systems that free up capacity and fuel growth. From AI-enabled workflows to client-centric innovation, this session will provide participants with practical strategies for building a modern, agile, and competitive firm.

Learning Objectives:

How to improve collaboration, reduce manual effort, and enhance data visibility across departments with integrated digital workflows

Ways to leverage emerging technologies like AI and automation support compliance work to unlock time for higher-value advisory services

Demonstration of CCH Axcess Tax Essentials, CCH ProSystem fx Scan and CCH Axcess Client Collaboration showcasing the CCH Digital Tax Workflow with ExpertAI

editor@cpapracticeadvisor.com

Navigating digital asset tax rules: tax year 2025 and the road ahead
2025-12-05 12:00 - 13:00
With the 2024 filing season now behind us, taxpayers and advisors are at a pivotal moment for digital asset tax compliance and reporting. Recent regulatory developments—along with a comprehensive report with recommendations from the President’s Working Group on Digital Asset Markets, congressional hearings, heightened IRS scrutiny, and expected legislative reforms—indicate a transition toward more systematic oversight. This shift is especially pronounced for stablecoins and platforms governed by broker reporting requirements. Yet much remains uncertain, including nuances of basis tracking, treatment of staking and lending, and how decentralized and foreign intermediaries fit into the reporting landscape.

Join us for a webcast in which we spotlight the key tax and reporting changes coming in 2025 and beyond, and what you need to do now to stay ahead.

Topics to be discussed include:

Recent legislative proposals from Sen. Cynthia Lummis (R-WY), Rep. Max Miller (R-OH), and others, as well as the latest insights on digital asset taxation from Washington Council Ernst & Young

Income tax reporting: anticipated changes to the treatment, recognition, and documentation of digital asset transactions for 2025 and beyond; insights on some top issues in the recent legislative proposals

Information reporting: preparing for new transparency, broker reporting, and taxpayer disclosure obligations; steps taxpayers and their advisors can take right now

Panelists

Tara Ferris, Principal, Information Reporting and Withholding/Customer Tax Operations and Reporting Services Leader, Ernst & Young LLP

Bill Rys, Managing Director, Washington Council Ernst & Young, Ernst & Young LLP

Matthew Stevens, National Tax Digital Asset Co-Lead, Ernst & Young LLP

Moderator

Thomas Shea, Principal, Financial Services Crypto Tax Leader, Ernst & Young LLP

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

Tech in 2026: The Next Wave of Digital Disruption
2025-12-05 13:00 - 14:00
Join us for an engaging webcast, “Tech in 2026: The next wave of Digital Disruption” where our technology, media and telecom leaders will explore the forces redefining the industry in the year ahead. The discussion will offer timely predictions and analysis on emerging AI-powered products, next-generation technologies, and innovations shaping connectivity and content delivery. Gain fresh insights and practical intelligence to help you anticipate change and seize opportunities in a rapidly evolving digital landscape.

Learning Objectives

Analyze the major trends and challenges expected to shape the industry.

Discuss how advances in AI are influencing business models and consumer experiences.

Identify how your organization can capitalize on the next wave of digital disruption.

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

Banking and Capital Markets – Tax Update
2025-12-05 14:00 - 15:00
Join our panel of PwC tax specialists for an in-depth discussion on the latest tax developments impacting the banking and capital markets industry. This session will explore key updates related to state and local taxation (SALT), Pillar Two global minimum tax, and evolving considerations surrounding digital assets. Our specialists will provide practical insights to help you navigate these complex and rapidly changing areas of tax. CPE-eligible for 1 tax credit.

Staying ahead: derivatives and hedging standard update
2025-12-08 12:00 - 13:00
In a world of volatile commodity prices and unpredictable financial markets, effective risk management is crucial. Hedging programs have become a top priority for business leaders seeking to protect their financial returns. However, the accounting can be complex and difficult to navigate.

During this webcast, we will delve into derivatives and hedge accounting and provide a refresher of the accounting standards. We will discuss the updates to Accounting Standards Update (ASU) No. 2025-07, Derivatives and Hedging (Topic 815), and revenue from contracts with customers (Topic 606), which is designed to clarify the scope of derivative accounting. We’ll also discuss proposed ASU Hedge Accounting Improvements, which is intended to address several incremental hedge accounting issues post reference rate reform and ASU 2017-12.

Topics discussed include:

Hedge accounting and derivatives valuation market insights

An overview of ASU 2025-07 and the Financial Accounting Standard Board’s proposed ASU Topic 815, Hedge Accounting Improvements

Practical actions for derivatives and hedge accounting, particularly for first-time users

Tax Update for Investment Funds and Managers
2025-12-08 12:00 - 14:00
Join us to learn more about the latest developments affecting financial reporting and taxation of hedge funds, private equity funds, investment managers and general partners.

Our Alternative Investment Group will provide an update on current industry developments, including new accounting guidance and its incorporation into your financial statements. Find out how new tax rules may affect your investment management firm. Be informed about SEC examination priorities and how to best protect your investment management firm from examination deficiencies.

Topics

We will discuss tax updates as we prepare for 2026 including:

Important changes resulting from the OBBBA

Litigation regarding self-employment tax for limited partners

And more!

Presenters

Scott Costa, CBIZ Managing Director, TaxRob Kerr, CBIZ Managing Director, TaxDoug McKay, CBIZ Managing Director, TaxSam Scherr, CBIZ Managing Director, Tax

2025 year-end tax considerations and hot topics for alternative asset managers
2025-12-08 13:00 - 14:15
With enactment of the One Big Beautiful Bill Act, extension of key Tax Cuts and Jobs Act (TCJA) provisions, and the potential for additional legislative activity this year, alternative asset managers and their stakeholders face new challenges at the international, federal, state and local levels as they wrap up 2025.

On this webcast, EY tax professionals will discuss issues that should be top of mind for alternative asset managers, including:

US legislative activity and tax policy

Recent IRS audit campaigns

State and local tax updates

International tax developments

Tax matters for individuals

Year-end considerations for funds and management companies

Panelists

Adam Francis, Principal, Washington Council Ernst & Young, Ernst & Young LLP

Matt Geremia, Partner, Private Client Services, Ernst & Young LLP

Meaghan Higgins, Senior Manager, Global Compliance & Reporting, Ernst & Young LLP

Lakshmi Jayanthi, Senior Manager, International Tax and Transaction Services, Ernst & Young LLP

Damien Martin, Partner, Private Client Services, Ernst & Young LLP

Dan Paulos, Principal, International Tax and Transaction Services, Ernst & Young LLP

Joseph Romanowski, Manager, Americas Financial Services Tax Controversy, Ernst & Young LLP

Tomislav Zovko, Managing Director, Indirect Tax, Ernst & Young LLP

Moderator

Katrina Winogradzki, Senior Manager, Global Compliance & Reporting, Ernst & Young LLP

2025 annual tax update for exempt organizations
2025-12-08 13:00 - 14:30
Event overview

Learn more about the current tax landscape for exempt organizations, as well as look ahead to 2026. During this webinar, we will provide updates on the following:

Federal tax

News from the IRS

Recent guidance and developments

Anticipated future guidance and developments

State and local tax

Unclaimed property and employment tax considerations

Sales and use tax considerations

Recent developments and legislative guidance

U.S. international tax (ITAX) update

Relevant ITAX provisions of the One Big Beautiful Bill Act (OBBBA)

IRC 899: It’s still lurking out there

The interplay of ITAX, Unrelated Business Taxable Income (UBTI) and excise tax/endowment tax

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-basedField of study: Specialized Knowledge and Applications | CPE: 1.0 credits

2025 Banking Seminar Series
2025-12-08 15:00 - 16:00
Event Overview

Eide Bailly’s annual Banking Seminar Series is designed to equip banking professionals with the knowledge and strategies needed to navigate a rapidly evolving financial landscape.

This year, we will unpack the implications of recent federal tax legislation, offering guidance on both year-end planning and long-term ownership strategies. We will also delve into the current M&A climate, exploring deal volume, emerging challenges, and best practices for successful transactions. Whether you’re preparing for strategic growth or refining your tax approach, this series is your opportunity to stay ahead of the curve.

Each session is free to attend. CPE information can be found under each session.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Technology Trends Shaping Tax Managed Services
2025-12-08 15:00 - 16:00
Webcast overview

KPMG LLP invites you to attend a 60-minute webcast in our Tax Managed Services Webcast Series, where we will explore how technology is transforming the delivery of tax services and driving innovation across the tax lifecycle.

In this session, leaders from our Asset Management, Tax Ignition, and Managed Services teams will discuss:

How technology is accelerating execution and fueling broader adoption of the Tax Managed Services model

The tools and platforms—current and emerging— that enable greater connectivity, efficiency, and data-driven insights across enterprise tax functions

How Asset Managers are leveraging technology and Managed Services to deliver value beyond K-1 production, enhancing outcomes for founders and investors

What GenAI is revealing about the future of Tax Managed Services and how advanced technologies are converging to reshape tax operations

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code LFNP4VDCC3Z.

FRS 102 Webinar: Detailed Lease Transition Example
2025-12-09 07:30 - 08:30
Learning Objectives

This session will provide an introduction to the amendments to FRS 102, comparing them to the IFRS 16 lease accounting standard. Taylor Guthrie, a lease accounting consultant, will explain important considerations, discuss similarities and differences between the standards, and review a detailed example including amortization schedules and journal entries. Learning objectives include establishing a basic understanding of FRS 102, comparing it to IFRS 16, understanding proper accounting treatment through an example, and acquiring knowledge of software benefits for FRS 102 compliance.

Bite-Sized Briefings: CPE for Healthcare & Higher Ed
2025-12-09 11:00 - 12:00, 2025-12-09 12:15 - 13:15
Join Forvis Mazars for a virtual lunch and learn event designed to deliver insights and continuing education for professionals in the healthcare and higher education sectors. Each session will feature discussions from our experienced professionals on trending industry topics, including regulatory and tax updates, GASB and FASB developments, board governance, and emerging technologies like hyperautomation and artificial intelligence (AI). Join us for concise, high-impact learning tailored to today’s evolving landscape.

Learning Objectives:

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

Understand Key Regulatory & Tax Updates

Identify recent changes in federal and state regulations affecting healthcare and higher education.

Evaluate the implications of tax reforms and compliance requirements for sector-specific operations.

Explore GASB & FASB Developments

Interpret new and upcoming standards from GASB and FASB.

Assess the impact of accounting changes on financial reporting and audit readiness.

Strengthen Board Governance Practices

Examine best practices for board oversight and fiduciary responsibilities.

Discuss strategies for enhancing transparency, accountability, and stakeholder engagement.

Assess Emerging Technologies in the Sector

Define hyperautomation and its applications in healthcare and higher education.

Analyze the role of AI in improving operational efficiency and decision making.

Apply Insights to Real-World Scenarios

Translate technical updates into actionable strategies for organizational improvement.

Describe challenges and solutions for adapting to the evolving landscape.

CPE Information

6.00 CPE Credit(s) (pending approval)

6 CPE credits (pending approval) in the Specialized Knowledge and/or Taxes fields 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.

Understanding Changes to Opportunity Zones & the OBBBA Impact
2025-12-09 11:00 - 12:00
Join Forvis Mazars as we explore the changes made to Opportunity Zones from the One Big Beautiful Bill Act (OBBBA). In addition, we’ll share insights to help you strategize ways to leverage this expanded opportunity.

Learning Objectives:

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

Recognize the changes made to Opportunity Zones from OBBBA.

Formulate strategies to take advantage of this expanded opportunity.

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.

GASB A&A Update - AM Session
2025-12-09 11:00 - 14:00
Event Overview

The GASB continues to refine financial reporting by issuing new accounting standards each year. Stay ahead of the latest developments with our Governmental Accounting Standards Board (GASB) Audit & Accounting Update. This session will provide a comprehensive overview of recent and upcoming standards, as well as ongoing GASB projects. Additionally, we will explore common financial reporting errors and hot topics related to ethics. Join us to stay informed and prepared for the evolving financial reporting landscape. See website for CPE details.

Topics Covered:

Recent Governmental Accounting Standards Board Statements (GASBs): A look back at GASB Statements No. 101 and 102, covering compensated absences and disclosure of certain risks. An overview of upcoming GASB Statements No. 103 and 104, including guidance, updates, and implementation insights on financial reporting model improvements and disclosure of certain capital assets. We’ll also cover current GASB projects and consider the potential effects of those changes.

Common Financial Reporting Errors: Review of common financial statement errors and how to address those in your financial reporting.

Learning Objectives

Identify key updates from the Governmental Accounting Standards Board (GASB).

Analyze the impact of these changes on standard accounting practices.

Summarize strategies to implement necessary process adjustments.

Presenters

Janeen Hathcock, CPA, Partner

Janeen has more than 12 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31, 2021, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities, such as counties, cities, and towns, and she performs both internal and external trainings on a variety of accounting and audit topics.

James W Ramsey, CPA, Partner, Government Advisory Services

With more than 20 years of experience in the governmental industry, James works with government agencies providing accounting, assurance, and advisory services. He has worked both on the client side and the assurance side and is able to provide this unique perspective to his clients. His expertise includes providing accounting services and audits of government agencies, including the performance of single audits.

Jamie Fay, CPA, Partner

Jamie has more than 16 years of experience providing audit and advisory services to government clients across the country, spending 100% of her time with her governmental client base. From completing annual compliance audits to assisting in the preparation of government budgets, Jamie has experience in both the assurance and advisory piece of the Firm’s practice.

David Peaden, CPA, National Assurance Partner

David has over 14 years of public accounting experience providing audit, accounting, and consulting services to government clients. David is also a member of the National Assurance Office and assists with quality control review, consultations on technical matters, training and development, and communication and implementation of new accounting standards.

CPE Information

CPE Credits: 3

Field of Study: Accounting Governmental

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

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

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Withum's Healthcare Symposium 2025
2025-12-09 11:00 - 15:00
Mark your calendars for Withum’s 7th Annual Healthcare Symposium held virtually on December 9!

This year’s event will feature insight from healthcare industry experts on key topics impacting your organization including competition in the marketplace, private equity, financial and legal considerations, innovative technology advancements, and more.

Featured Keynote

Warren GellerPresident and CEOEnglewood Health

Warren Geller joined Englewood Health in 2009 and has served as its president and CEO since 2013. Under his visionary leadership, Englewood Health has experienced transformative growth, significantly expanding its reach far beyond the main hospital campus to better serve local communities. Today, the health system spans over 100 locations across five counties in northern New Jersey.

During Geller’s tenure, patient care services have been significantly enhanced, leading to the delivery of cutting-edge care and better quality and safety outcomes. He has driven initiatives to expand breadth and depth of outpatient services, build an integrated physician network, bolster community relations, modernize the hospital’s campus, upgrade facilities and technology, and foster health equity and a focus on population health.

3 CPE and 3 NJ CLE Credits

WithumSmith+Brown, PC 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.

Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Group Internet-Based

For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at withumlearning@withum.com.

2026 power, utilities, and renewables industry outlook
2025-12-09 12:00 - 13:00
Key takeaways

Surging electricity demand and shifting policies are helping to shape the trajectory for power, utilities, and renewables in 2026. Join Deloitte leaders as we explore key trends shaping the year ahead. We’ll discuss:

Delivering firm, reliable capacity amid record load growth and rising affordability challenges

Adapting to evolving policy and uncertainty

Accelerating renewable integration and storage solutions to meet hyperscaler and industrial demand

Integrating artificial intelligence and data analytics to optimize operations and enhance reliability

Strengthening supply chains through reshoring and diversification

2026 AI Business Predictions
2025-12-09 12:00 - 13:00
AI is moving from potential to proof, and momentum is building fast. Success stories are emerging, showing what disciplined, focused AI adoption looks like. We expect these stories and other trends to continue to evolve throughout 2026.

Join us as we explore PwC’s latest AI Business Predictions — revealing how AI will reshape strategy, operations, workforce, trust, technology, and sustainability in 2026 and beyond. See how organizations are moving from experimentation to measurable outcomes through agentic AI, governance, and enterprise transformation.

Explore what’s next for AI and how you can turn rapid change into lasting growth.

Upon completion of this webcast, participants should be able to:

Understand PwC’s 2026 AI Business Predictions and what’s driving measurable value creation

Discuss how organizations can move from experimentation to disciplined, enterprise-wide AI adoption

Identify where agentic AI, engineering, governance, and workforce transformation can deliver strategic impact

Presenters:Jennifer Kosar, AI Assurance Leader, PwC USSammy Lakshmanan, Sustainability Principal, PwC USShebani Patel, Workforce Solutions Leader, PwC USDan Priest, Chief AI Officer, PwC USJacob Wilson, AI Factory and agent OS leader, PwC US

Who should attend: CEOs, CAIOs, CISOs, CROs, CTOs, CFOs, CIOs, CDOs, CHROs, Head of strategy, Directors, Managers and above.

CPE Credit: This webcast is eligible for 1.0 CPE credit.

Inventory costing cannabis: Insights and best practices
2025-12-09 12:00 - 13:00
The Details

This webinar is designed for accounting and finance professionals in the cannabis industry seeking additional clarity in inventory costing.

Drawing on real-world insights, the session will provide an overview of best practices and why accurate inventory costing matters in financial reporting and business decision-making.

Attendees will leave with an updated understanding and appreciation for the importance of proper inventory costing.

By the end of this webinar, participants will:

Understand why consistent application of inventory costing matters

Know what best practices surrounding inventory costing are commonly seen within the cannabis space

Be aware of potential opportunities and pitfalls to look out for.

Anticipated 1 credit of CPE pending approval.

Taxing Times: 2025 Transfer Pricing and International Tax Recap and Beyond
2025-12-09 12:00 - 13:00
Webcast overview

2025 was another rollercoaster year in the world of international tax and transfer pricing. As we begin to wrap-up 2025 and think about New Year’s resolutions for 2026, it is a good time to take stock of where we have been, consider where we are going, and plan accordingly.

KPMG LLP (US) is hosting a one-hour TaxWatch webcast which will feature professionals from our International Tax, Transfer Pricing, and Trade & Customs practices, and will focus on the following areas:

U.S. Government and Pillar 2 update,

One Big Beautiful Bill Act,

Tariff update and mitigation strategies,

Hot transfer pricing topics at the OECD,

Public country-by-country reporting,

How Technology/Gen AI is impacting transfer pricing,

Updates in transfer pricing controversy, and

Key recent and upcoming changes in the transfer pricing compliance landscape

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code Z8NRDJ6TT6T.

AI & Future State in the Healthcare Industry
2025-12-09 13:00 - 14:00
Explore how healthcare providers can rise to the peak of their license by leveraging AI technologies to drive efficiency, enhance patient care, and shape the future of healthcare delivery.

1.0 CPE Credit in the field of Specialized Knowledge.

Learning Objectives

Forecast and discuss emerging trends for 2026 in the healthcare industry influenced by AI advancements.

Establish strategies for healthcare providers to take ownership and control of automation.

Analyze the positive impacts of integrating AI technologies on healthcare providers’ efficiency, decision-making, and patient outcomes.

CPE Information

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

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

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

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

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

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