Free Live CPE Calendar

Enterprise Risk Management: Integrating Risk Leaders for Organizational Resilience
2025-11-12 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
In today’s interconnected world, organizations face a constant stream of complex and evolving risks. To thrive amid persistent threats—both known and unknown—companies must adopt a holistic approach to Enterprise Risk Management (ERM). This webcast explores how breaking down silos, aligning risk leaders, and leveraging risk data can transform ERM from a compliance exercise into a strategic advantage.

Join BDO as we discuss how to turn risk leaders into advocates, use risk insights to achieve broader business goals, and build resilience that goes beyond business continuity. Our risk professionals will share tailored strategies to help you identify, prioritize, and manage risk across your enterprise—no matter where you are on your ERM journey. Discover how integrating risk management into your business strategy can unlock opportunities, drive innovation, and position your organization for long-term success.

1.0 CPE Credit in the field of Specialized Knowledge

Learning Objectives

Explain the value of a holistic, enterprise-wide approach to risk management.

Identify strategies for breaking down silos and aligning risk leaders across the organization.

Demonstrate how risk data and insights can support broader business goals and innovation.

Describe methods for building organizational resilience beyond traditional business continuity.

Apply practical ERM strategies to integrate risk management into business strategy for long-term success.

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

Internal Audit Driving Value in the Consumer and Retail Sectors
2025-11-12 12:00 - 13:00
Webcast overview

As 2025 approaches its end, consumer and retail internal audit teams are navigating an environment marked by evolving risks and heightened expectations from both management and the board. While emerging technologies create new opportunities, they also introduce fresh challenges. Moreover, fostering a culture of innovation remains difficult, particularly in the face of ongoing recruitment and retention issues.

Join Mike Smith, KPMG Internal Audit Solution Leader and moderator, for an engaging KnowledgeCast featuring Ivor O’Neill, KPMG Consumer and Retail Managing Director, alongside Glyn Smith, Chief Audit Executive for Performance Food Group.

Key topics to be covered include:

The shifting risk landscape for consumer and retail enterprises

Internal audit’s role in driving organizational transformation

Striking a balance between assurance and advisory to create value

Effective talent management strategies given AI and disruptive technologies.

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 VXNWQRG4993.

Year-End Tax Planning for Private Clients
2025-11-12 13:00 - 14:00
As the year draws to a close, private clients and their advisors have a unique opportunity to assess their financial landscape and set the stage for long-term success. This webcast goes beyond traditional tax planning, offering practical insights into strategic year-end actions and future-focused opportunities. BDO professionals will share guidance on identifying actionable steps before December 31, addressing common blind spots, and navigating key considerations such as charitable planning, estate plan reviews, and recent changes to tax law, including 1202 and OBBBA impacts. Attendees will gain advice to approach year-end planning with confidence, clarity, and a focus on both immediate and future financial goals.

1.0 CPE Credit in the field of Taxes.

Learning Objectives

Identify actionable year-end tax planning strategies for private clients in light of upcoming legislative changes.

Evaluate the impact of recent tax law changes on current structures and strategic planning decisions.

Recognize supplemental planning opportunities for future growth, including family office structures, ownership alternatives, and legacy assessment.

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

A Foundation’s Technology Journey: Use Data to Drive Impact
2025-11-12 13:00 - 14:00
Foundations and not-for-profits are increasingly turning to technology to enhance their impact, improve efficiency, and make smarter, data-informed decisions.

Join us for our webcast, A Foundation’s Technology Journey: Use Data to Drive Impact. The team from Robin Hood will share their technology journey—from evaluating their needs to building an integrated ecosystem that supports both day-to-day operations and long-term strategy. You’ll hear how Robin Hood is using data and dashboards to:

Manage programs

Track outcomes

Drive strategic decisions

We’ll also discuss lessons learned along the way, including how to approach change management and align internal teams for success. Whether you’re just beginning to think about your technology roadmap or looking to get more from your existing tools, this conversation will offer real-world insights and practical takeaways for organizations focused on impact.

SEC hot topics: Year-end update
2025-11-12 13:00 - 14:30
Key takeaways

In an evolving and uncertain business environment, it’s critical that Securities and Exchange Commission (SEC) registrants provide investors with relevant, transparent disclosures and stay abreast of developing regulatory requirements. What are key considerations for year-end?

We’ll discuss:

Summary of the SEC structure, including recent appointments

SEC’s recent rulemaking updates, including crypto policymaking initiatives

Hot topics, such as non-generally accepted accounting principles (GAAP) measures; artificial intelligence; and emerging risk disclosures including tariffs, interest rates, inflation, and more related to the macroeconomic environment

Highlights of recently issued SEC staff comments, including the recently adopted segment reporting disclosures

Financial reporting for private companies – what you need to know for 2025
2025-11-12 14:00 - 15:00
Are you keeping pace with the latest accounting and regulatory changes? Staying current on financial reporting developments is important for positioning your private company for long-term success.

We will provide financial reporting updates specific to private companies in preparation for 2025 year-end reporting, including the following:

Overview of tax law changes

Accounting standards effective in 2025

Other standard setting activities

Safeguarding Your Business: Practical Strategies to Prevent Fraud
2025-11-12 14:00 - 15:00
As a small to midsize business, managing your finances with a lean accounting team or manual processes can make it challenging to spot irregularities. How can you detect fraud early, and more importantly, prevent it? Join our outsourced accounting services team for a practical and informative webinar designed to help you strengthen your internal controls, reduce risk, and gain confidence in your financial oversight. We’ll share real-world strategies and statistics, actionable tips, and key insights to help you protect your business and stay ahead of potential threats.

Learning Objectives:

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

Recognize where to look for possible fraud risks within your organization.

Identify strategies to help mitigate risk.

Describe internal controls that can help prevent future risk.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

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

Scenario Planning 101: From uncertainty to actionable insight and executive buy-in
2025-11-12 14:00 - 15:00
Description:

In an unpredictable world, relying on static risk management is no longer an option. Join us for this session where we demystify scenario planning and explore how to move beyond simple guesswork to proactively model and quantify potential disruptions to your business.

This webinar is your foundational guide to understanding and building effective risk scenarios. We will begin with the basics, defining risk events, causes, and consequences, and then introduce practical tools. You will learn the mechanics of bow-tie analysis to visually map out causal relationships, and explore how monte carlo simulations can quantify the full spectrum of potential financial impact—from best-case to worst-case outcomes. We will review compelling examples of scenarios to build and model. Finally, we’ll cover the essential steps for creating a rapid response plan and, most importantly, building a strong, data-backed business case to secure executive buy-in for mitigation investment.

Learning objectives:

Define the core components of a risk event and utilize Bow-tie analysis to visually map the causal relationship between a central risk, its causes, and its consequences.

Explain the purpose of Monte Carlo simulation and to leverage the modeling to analyze likelihood, impact and confidence levels.

Construct a compelling executive-ready business case for mitigation investment by demonstrating potential impact on your organization.

CPE credit(s): 1

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

From Resistance to Readiness: Strategies to Overcome Employee Pushback During Change
2025-11-12 14:00 - 15:30
Webinar Details

Resistance to change is inevitable, but it doesn’t have to derail your transformation efforts. Whether you’re rolling out critical software, shifting business processes, or introducing new ways of working, employee resistance can slow adoption and create roadblocks to success. In this engaging session, we’ll explore the psychology behind resistance and, more importantly, practical strategies to address it. Discover how to engage employees, transform skeptics into champions, and cultivate a culture that fosters change. Walk away with actionable tactics to smooth the path to adoption and maximize the impact of your transformation.

Date:

Wednesday, November 12, 2025

Time:

2:00 PM – 3:30 PM EST

In this webinar, you’ll:

Recognize the key reasons why employees push back against change and how to address the root causes.

Apply proven approaches to engage employees early, communicate effectively, and build trust throughout the transition to reduce Resistance.

Summarize strategies on how to transform reluctant employees into enthusiastic users and long-term advocates for change.

Recommended CPE Credit: 1

Recommended Field of Study: Business Management & Organization

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

Participants can cancel without penalty, as no fee is charged for the course. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 586-254-1040.Advanced Preparation: None

Year-End Tax Planning Strategies for Auto Dealerships
2025-11-12 15:00 - 16:00
Join us for an insightful webcast designed specifically for auto dealership owners, key stakeholders, and management. As the year draws to a close, it’s crucial to plan your tax strategy to help enhance savings and meet compliance regulations. This session will provide you with the latest tax planning techniques tailored to the unique needs of the automotive dealership industry. Our presenters will guide you through actionable strategies to enhance your dealership’s financial health and prepare for the upcoming tax season.

Learning Objectives

Identify key year-end tax planning strategies applicable to automotive dealerships.

Assess the impact of recent tax law changes on dealership operations and compliance.

Apply actionable financial strategies to enhance dealership profitability and prepare for the upcoming tax season.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

Cost: There is no fee to attend this session

Information about CPE Eligibility

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

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

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

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

Software Shakes Up its Growth Approach
2025-11-12 15:00 - 16:00
Uncertain market conditions and rapid technological advances are shaking up the software industry, and companies must alter their growth plans in response. From their pricing models to their ownership structures, software companies are pivoting their business strategies to weather persistent headwinds. They are simultaneously exploring ways to leverage AI to augment and accelerate their existing processes and pipelines. Success in this new landscape demands organizational agility — and our webcast will examine how leaders can pivot without losing sight of their long-term goals.

Join us on November 12 for our webcast, “Software Shakes Up its Growth Approach” to discover how software companies plan to thrive in a transforming industry.

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

2025 Year-End Webinar Series
2025-11-13 11:00 - 12:00, 2025-11-13 14:00 - 15:00
Looking to prepare for year-end? Join our professionals for three days of content. Learn what’s trending in tax, audit and accounting, benefit plans, and cybersecurity.

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

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

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

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

Agentic AI: From vision to value in manufacturing transformation
2025-11-13 11:00 - 12:00
Key takeaways

As manufacturers look to the future, agentic AI is increasingly emerging as animportant catalyst for transformation across the industry. With the potentialto automate complex tasks, enhance decision-making, and drive value from the back office and production floor to the front office, agentic AI is poised to help reshape how manufacturing organizations operate and compete. We’ll discuss:

The transformative potential of agentic AI

Opportunities to create value throughout the organization

Key considerations for successful implementation

The importance of fostering transparency and collaboration with the workforce

The One Big Beautiful Bill Act: Strategic Insights for Inbound Companies
2025-11-13 11:00 - 12:00
Webcast overview

The One Big Beautiful Bill Act (OBBBA) has ushered in sweeping changes to the US tax landscape, with significant implications for foreign-parented multinationals operating in the US. This webcast will provide a strategic overview of the inbound-specific provisions of the OBBBA, focusing on how these reforms reshape planning, compliance, and reporting for inbound structures.

Participants will gain insights into the Act’s impact on key international tax regimes—including GILTI and subpart F CFC regimes, FDII, CAMT, and BEAT—as well as changes to interest deductibility under Section 163(j), bonus depreciation, and domestic R&E expensing. The session will also explore how the new law interacts with global tax developments, such as the G7 agreement on Pillar Two and the exclusion of US-parented groups from UTPR and IIR.

Our panel will highlight practical steps inbound companies should take now to assess risk, identify planning opportunities, and prepare for increased IRS scrutiny. Whether you’re advising on capital structure, repatriation strategies, or transfer pricing, this session will equip you with the tools to navigate the new environment with confidence.

Continuing education

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 JYN5LVSZ5W5.

Insights from the 2025 Financial Ratios and Trends for Continuing Care Retirement Communities
2025-11-13 11:30 - 12:30
The 2025 Financial Ratios & Trends Analysis of CARF-Accredited Continuing Care Retirement Communities (CCRC)/Life Plan Communities (LPC) provides valuable benchmarks including insights on key financial trends like provider expansion, operational hurdles, and changes in regulatory and accounting standards.

Join CARF International, Baker Tilly, Ziegler, and (Bishop Gadsden Episcopal Retirement Community for an informative webinar reviewing financial benchmarks their implications for strategic planning and budget development. Our panel of industry professionals will discuss best practices in using this information with potential clients, residents, boards and payers. We’ll examine how CARF-accredited organizations have successfully navigated challenges, including concerns related to profitability and liquidity margins, in contrast to their achievements in occupancy rates and substantial capital investments.

The webinar’s content draws from the 2025 edition of the Financial Ratios and Trend Analysis of CARF-Accredited Continuing Care Retirement Communities.

Key learning objectives:

Understand financial trends from 2024 fiscal year-end data of CCRCs across the country

Develop an understanding about how to utilize financial ratios for strategic decision making

Recognize best practices for developing budgets and demonstrating financial stability based on specific benchmarks

Who should attend:

CEO, CFO, CIO, COO, presidents, vice presidents, management teams, board members and other professionals who are involved in financial and operational activities of CCRCs/LPCs

Moderator:

Julia Meashey, MA, Senior Business Development Specialist, Aging Services (CARF)

Presenters:

Patrick Heavens, CPA, Principal (Baker Tilly)

Tom Meyers, Senior Managing Director (Ziegler)

Lynne Loring Kerrison, CPA, Executive Vice President/ Chief Financial Officer (Bishop Gadsden Episcopal Retirement Community)

Information about CPE eligibility

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

A certificate of completion will be emailed to you four to six weeks after the event.

Level: Basic

CPE credit: One (1.0) total credit

Field of study: Finance

Delivery method: Group internet based

Host: Kylie Harris

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

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

Modernizing healthcare through world-class shared services
2025-11-13 12:00 - 13:00
Event description

Hospital CFOs are facing a perfect storm: rising labor and supply costs, fragmented systems and processes, and mounting technology debt. While digital transformation is often seen as the solution, many healthcare organizations lack the capital, expertise, and bandwidth to scale beyond small pilots.

In this webcast, speakers from Grant Thornton and Auxis explore how world-class shared services offers a practical path forward – combining digital innovation with operational excellence to unlock automation, process efficiency, and measurable ROI without the burden of heavy upfront investment.

Learn how leading health systems are reimagining their operating models to achieve transformation at scale, strengthen financial performance, and build long-term resilience through strategic partnerships that accelerate results.

Key takeaways include:

Latest GBS & outsourcing trends in healthcare across RCM, Finance, HR, IT, and more

Top barriers stalling digital transformation — and how to break through

Real-world use cases of successful shared services and AI adoption in healthcare

Nearshore vs Offshore – aligning the right work to the right location

Demystifying what healthcare organizations can effectively move outside the U.S. without sacrificing controls and HIPAA compliance

How to assess your readiness and build a practical transformation roadmap

Securing your Dynamics GP environment: Best practices and strategies
2025-11-13 13:00 - 14:00
Event overview

Join us for an insightful session on Dynamics GP security, where we will delve into best practices and strategies to safeguard your data and help ensure compliance. We’ll explore key security features and demonstrate how to configure them effectively. Learn how to mitigate risks, prevent unauthorized access and maintain the integrity of your Dynamics GP environment.

Whether you’re a system administrator, IT professional or business owner, this session will provide valuable insights to enhance your security posture and protect your organization’s sensitive information.

Presenter

Audra Beers | Manager | RSM US LLP

Learning objectives

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

Utilize the various roles, tasks and user access levels within Dynamics GP

Design and implement role-based access controls

Configure security settings for data protection

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credit 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: Accounting | CPE: 1.0 credit.

Top Risks in Internal Audit for 2026
2025-11-13 13:00 - 14:00
Event details

Is your organization prepared for the internal audit risks ahead? Join our one-hour webinar on Nov. 13 from 1-2 p.m. Eastern, as Crowe professionals provide an overview of the top risks expected to affect organizations in 2026 and share insights from industry experience. We’ll discuss risk trends for the top risks of each sector and agnostically present strategies to help reduce exposure and offer practical steps for embedding risk monitoring into your audit repertoire.

After attending this session or any of the sessions below, you should be able to:

Recognize emerging risks facing internal audit teams for your sector and agnostically

Identify ways to reduce inherent risk through governance, compliance, and technology solutions

Describe methods for incorporating risk monitoring into your audit strategy

Presenters:

Jill Czerwinski, Managing Principal, Risk Consulting

Mohammad Nasar, Principal, Consulting

Justin Mahoney, Internal Audit Consulting

Corey Minard, Senior Manager, Consulting

Nate Williams, Cyber Consulting

Attend the Nov. 13 webinar to get a broad view of what’s ahead in 2026 and join us the following week for industry-specific insights. You can register for any or all sessions of the “Top Risks in Internal Audit for 2026” webinar series below.

This session will kick off the series of follow-up webinars below, offering deeper dives into risk trends for specific industries.

Nov. 17: Top Internal Audit Risks for Public Sector Organizations in 2026 (1-2 p.m. Eastern)

Presenters:

Mark Maraccini, Partner, Consulting

Bill Dykstra, Internal Audit Consulting

Kavita Zeeshan, Internal Audit Consulting

Nov. 19: Top Internal Audit Risks for Life Sciences Organizations in 2026 (1-2 p.m. Eastern)

Presenters:

Hina Kochhar, Internal Audit Consulting

Tim Peitsch, Cyber Consulting

Benjamin Newton, Internal Audit Consulting

Nov. 18: Top Internal Audit Risks for TMT Organizations in 2026 (1-2 p.m. Eastern)

Presenters:

Justin Mahoney, Internal Audit Consulting

Sofia Mari, Internal Audit Consulting

Raul Palacios, Internal Audit Consulting

Nov. 20: Top Internal Audit Risks for Financial Services Companies in 2026 (1-2 p.m. Eastern)

Presenters:

Giulio Camerini, Principal, Risk Consulting

Dave McKnight, Principal, Risk Consulting

Elena Sutton, Regulatory Compliance & Financial Crime Consulting

Ronak Desai, Consulting

Emily Morrissey, Regulatory Compliance & Financial Crime Consulting

Katie Renz, Regulatory Compliance & Financial Crime Consulting

Tom Kunkel, Integrated Risk Management Consulting

Additional CPE information

Internal audit hot topics in investment management
2025-11-13 13:00 - 14:00
Key takeaways

The investment management sector is currently facing new changes and challenges. These include emerging technologies, increasingly complex fraud risks, outsourcing and modernization initiatives, and operational challenges associated with shifts in product offerings, among others. We’ll discuss:

Emerging risk areas and industry changes, such as the evolution of artificial intelligence, ongoing shifts in regulatory priorities, revised product offerings and go-to-market strategies

Persisting risks, including cyberthreats, data management and protection, and ongoing efforts to modernize operations

Integration of these risks into assessment processes, and internal audit’s role in addressing them

From Advisory to Audit
2025-11-13 13:00 - 14:00
About this Event

Join Schellman’s Joe Sigman and risk3sixty’s Sawyer Miller for an in-depth discussion on ISO 42001, the world’s first international standard for managing an AI Management System (AIMS). Whether your organization is just beginning to explore AI governance or preparing for an upcoming audit, you’ll come away with a clearer roadmap for building trust in AI through ISO 42001.

We’ll break down the structure of ISO 42001 and explore the certification journey, from initial advisory to implementation considerations and audit best practices. We’ll also cover how to integrate your AIMS with existing ISO standards. Drawing on perspectives from both advisory and certification experts, the session will share practical insights into what ISO 42001 implementation really entails and how to avoid common pitfalls in the certification process. Topics may include:

Overview of the ISO 42001 Structure

What ISO 42001 Implementation Entails

What To Expect in ISO 42001 Certification

Trade Shifts and CFO Strategy: Steering Through Tariff Volatility
2025-11-13 13:00 - 14:00
Tariffs and trade policies are once again reshaping the business landscape. New US tariff measures introduced this fall are driving cost increases across industries, while the upcoming Supreme Court hearing on November 5 could redefine federal trade authority, with billions of dollars in potential refund exposure at stake.

In this webinar, Riveron experts will provide a clear, actionable update on the current tariff environment and offer strategies for finance, accounting, operations, and tax leaders to manage risk, address financial and disclosure requirements, and maintain compliance. The session will also cover strategic communications, providing guidance on how to inform customers, investors, and employees transparently and effectively. Join us to gain practical insight into how to model risk, adjust financial forecasts, and communicate effectively with stakeholders in a rapidly shifting regulatory landscape.

This webinar offers 1 hour of CPE credit.

What You’ll Learn

Navigate the evolving tariff and trade landscape — Gain clarity on new US tariff measures, global trade pressures, and the implications of the upcoming Supreme Court hearing on the IEEPA case.

Strengthen financial and operational readiness — Apply coordinated strategies across supply chain, finance, accounting, and tax to manage cost volatility, operational risk, and compliance.

Model financial impacts and enhance visibility — Use scenario-based modeling and digital tools to assess margins, working capital, and cash flow while tracking trade exposure and performance.

Prepare for reporting, refunds, and stakeholder communication — Address documentation, refund eligibility, and financial reporting and disclosure requirements while communicating tariff impacts transparently to investors, lenders, and employees.

For more information regarding registration, refund, complaint, and program cancellation policies, please contact our offices at training@riveron.com.

Riveron 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.

Navigating Lease Accounting Software Acquisitions and Sunsets: A Practical Guide
2025-11-13 13:00 - 14:00
Learning Objectives

Learn how to evaluate and compare different lease accounting software solutions based on key criteria such as user-friendliness, quality of accounting support, ease of implementation, and budget.

Identify key questions to ask your current vendor regarding the details of their software sunset or acquisition, including timelines, support, and data migration assistance through a real-life example.

Become aware of the risks and opportunities associated with a transition to a new lease accounting software.

Q4 2025 Quarterly sustainability webcast
2025-11-13 13:00 - 14:30
Join our sustainability specialists for the next quarterly discussion of the latest sustainability accounting and reporting developments in the US and abroad.

If you are not able to join our webcast on November 13, register for our final session on November 19.

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

Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members, CFOs, COOs, and CEOs.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the November 13 and November 19 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Adapting to change: Understanding federal policy impacts on higher education
2025-11-13 13:00 - 14:30
Webcast overview

Join us for this KPMG webcast where our industry leaders will dive into significant updates for higher education across Audit, Tax, and Advisory. Discuss the latest compliance supplement changes, including impacts on student loans and research grants, and explore tax implications and best practices for good governance. This session is for higher education professionals navigating complex financial and regulatory environments.

Agenda

1:00 – 1:30 PM: The landscape of federal policies impacting higher education institutions is evolving at an unprecedented rate. To remain compliant and strategically informed, institutions must not only keep up with these changes but also proactively assess their immediate and long-term impacts. Join KPMG Audit leaders for higher education, as they delve into the latest policy shifts and their implications for higher education.

1:30 – 2:00 PM: The One Big Beautiful Bill Act (“OB3”) contained several tax provisions impacting educational institutions and their donors. Implementing these provisions is a key priority in the Priority Guidance Plan recently released by Treasury and the IRS – but not the only new priority. A KPMG industry leader for Tax will discuss tax provisions in OB3 and the Administration’s priorities for guidance that will impact colleges and universities.

2:00 – 2:30 PM: As higher education institutions navigate disruption and evolving financial, tax, and regulatory requirements–it is critical to stay agile and think beyond compliance. KPMG industry leaders will discuss strategies to strengthen governance, enhance operational agility, and cultivate a future-focused strategy

Looking for an easy way to partner with KPMG industry leaders? Check out how you can work with KPMG through the E&I Cooperative here.

Access subject matter professionals without needing an active Statement of Work and explore flexible subscription-based service options.

Leverage a multidisciplinary delivery model, proprietary tools, and deep sector expertise to solve complex challenges with precision.

Simplify budgeting and planning with transparent, fixed-fee pricing and strategic alignment that eliminates surprises and complexity.

Maximize value through tiered volume discounts and bundled solutions across audit, tax, and advisory services.

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Continuing education

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 NDNCY3P8NDL.

CBIZ 2026 Tax Planning Webinar
2025-11-13 13:00 - 15:00
As the year draws to a close, now is the perfect time to get ahead of your tax planning for 2026. Join us for the CBIZ 2026 Tax Planning Webinar, where our experts will discuss crucial developments – including the latest on tariffs and the One Big Beautiful Bill Act (OBBBA) – that could impact your business and personal finances.

Topics

Strategies for navigating changing tariff regulations and their tax implications

Tax planning associated with the One Big Beautiful Bill Act

Practical tips for maximizing year-end tax savings

In addition, we are proud to include our keynote speaker, Charles Rettig, former commissioner of the Internal Revenue Service, who will discuss the state of the IRS in the current climate in Washington.

Stay informed about new tax and regulatory changes, get actionable advice for making smart year-end tax decisions, and discover strategies to minimize your tax liability and avoid surprises in 2026.

Ghosts of Transactions Past: Strategies for Resolving Post-Closing Disputes
2025-11-13 14:00 - 15:00
Post-closing disputes can derail even the most carefully structured transactions, often leading to costly litigation and operational challenges. In this second session of the Forensics Institute, our panel—featuring a seasoned forensic accountant and two experienced legal professionals—will unpack the root causes of these disputes and share strategies for resolving them effectively.

Through real-world case studies and professional insights, attendees will gain perspective on what to expect as a buyer/seller in a post-closing dispute and the roles internal financial professionals, outside counsel, and external advisors play in navigating the resolution to post-closing disputes. We will address working capital, earnouts, representation and warranties, and other claims that may arise after closing.

We will offer practical guidance on navigating the resolution process, commencing litigation, and highlight practical strategies and pitfalls. Whether you’re a litigator, financial advisor, or corporate executive, this session will help equip you with actionable insights to manage post-deal challenges with confidence.

Learning Objectives

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

Understand the types of disputed matters in post-closing disputes such as working capital, earnouts, and representations and warranties.

Understand the resolution processes, including the role and interplay of internal financial professionals, legal advisors, and external forensic accountants.

Identify the root causes of post-closing disputes and understand the common pitfalls and key information buyers/sellers exchange and evaluate in investigating and resolving disputed items.

Explore effective mitigation strategies to help reduce the risk of disputes during deal structuring and execution.

Check out the other two webinars in the Forensics Institute series below!

From Evidence to Verdict: Forensic Insights for Litigators | Tuesday, November 4 • 3–4 p.m. ET

Fraud Busters: A Panel to Future-Proof Your Strategy for 2026 | Thursday, November 20 • 11 a.m.–12 p.m. ET

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

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

Preparing for CMMC: Lessons learned from the assessment frontlines
2025-11-13 14:00 - 15:00
The Details

Join CohnReznick, C3 Integrated Solutions, and special guest Mike Yeatman from ePlus for a focused discussion on the challenges mid-sized businesses face when navigating the C3PAO process. This panel will explore common missteps, lessons learned from real-world engagements, and how organizations can better prepare for CMMC compliance.

Designed for GovCon executives, compliance officers, IT leaders, business decision-makers, and contractors in the Defense Industrial Base.

Topics to be discussed include:

The role of the C3PAO in the CMMC ecosystem.

Common pitfalls and how to avoid them.

How C3 Integrated Solutions has supported CohnReznick and its clients through the compliance journey.

Practical strategies for successful CMMC preparation.

Insights from compliance advisors and industry practitioners.

Live webinar participants are anticipated to qualify for 1 CPE credit in the Information Technology field of study.

Foundations for AI governance: Building an effective and scalable program
2025-11-13 14:00 - 15:00
Description:

As artificial intelligence (AI) adoption accelerates across industries, organizations are under mounting pressure to build responsible, transparent, and resilient governance structures. This webinar offers a tactical and practical blueprint for establishing an enterprise AI governance program from the ground up or scaling an existing framework. We’ll break down key operational components, from writing an AI policy and integrating with GRC tooling to standing up an intake and assessment process.

You’ll gain insight into how to define AI-specific risk statements, align with enterprise risk appetite, and develop an AI strategy that translates compliance and ethics into day-to-day operations. We’ll also explore how to establish an AI inventory and embed governance across key domains, including third-party risk, data governance, legal, compliance, and operations.

Learning objectives:

Draft and formalize an enterprise AI policy aligned to existing risk, compliance, and governance frameworks.

Design an AI model intake and assessment process, including roles, responsibilities, and integration with GRC tools.

Define AI-specific risk statements and evaluate whether existing risk appetite statements require revision.

Develop an enterprise AI strategy that incorporates both innovation objectives and responsible use guardrails.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

The Future of Controls Automation: Driving Efficiency and Cost Savings with the Connected Workiva Platform
2025-11-13 14:00 - 15:00
About this Event:

As regulatory demands increase and internal controls become more complex, organizations are searching for smarter, more efficient ways to manage compliance. Manual control processes riddled with time-consuming data collection, fragmented workflows, and inconsistent documentation leave companies exposed to audit risks and inefficiencies.

We’ll share a real-world example of an organization that successfully automated key control processes, resulting in significant time savings each quarter and remediation of audit findings related to incomplete or inaccurate user access data with the Workiva platform. This session will showcase how automation drives efficiency and strengthens control reliability, reduces compliance risk, and sets a foundation for scalable, sustainable audit readiness.

After this session, you’ll be able to:

Discuss how automation enhances control reliability and reduces compliance risk

Identify potential ways to connect systems to automatically obtain user access data, minimizing manual effort and enhancing data accuracy

Describe the process of designing automated workflows for user access reviews that streamline processes, enforce deadlines, and create clear audit trails

Formulate strategies for automating the resolution of user access review findings

Apply real-time visibility and reporting to achieve continuous audit readiness and confidently meet compliance requirements

Workiva offers one complimentary CPE credit for this webinar.
