Free Live CPE Calendar

Breaking Borders with Transfer Pricing and Customs
2026-01-28 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

As 2026 begins, tariffs continue to be top of mind for business leaders even as uncertainty surrounding them persists. While there has always been an interdependent relationship between transfer prices and tariffs, the dramatic increase in some tariff rates has made it essential for tariffs to be considered when performing transfer pricing planning, price setting, and profitability monitoring. However, many organizations segregate transfer pricing and trade and customs responsibilities, and communication between the two functions can be lacking. This divide can be exacerbated by the fact that transfer pricing and customs authorities have different definitions of arm’s length.

Proactive modeling of the effects of transfer pricing on tariffs and vice versa leads to better alignment of customs valuations with transfer prices, more accurate tax and trade compliance, and even the opportunity to realize cost savings.

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

Overview of the definition of arm’s length from a trade and customs perspective

Techniques to perform transfer price setting modeling by SKU

Layering tariff considerations into price setting modeling for common transfer pricing structures

Strategies to align transfer prices and customs valuations in order to meet both arm’s length standards

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code VNN9FXFH79Q.

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

The State of Internal Audit with SOX Responsibilities: 2025 benchmarking insights
2026-01-28 14:00 - 15:00
Description:

This session presents findings from The State of Internal Audit with SOX Responsibilities benchmarking study, which analyzes 125 data points across internal audit, SOX compliance, and connected risk activities.

Drawing on responses from a broad range of industries and team sizes, the report identifies five key themes that distinguish high-performing internal audit functions from their peers. Participants will gain data-driven insights into how teams are structuring their time and resources between audit and SOX, trends in SOX deficiencies, and how internal audit is progressing in its maturity toward connected risk.

The discussion will translate benchmarking results into practical strategies that participants can apply to strengthen their own team’s performance and influence.

Learning objectives:

Interpret key benchmarking results across internal audit, SOX, and connected risk to understand current industry trends.

Identify the five differentiating themes that separate high-performing internal audit teams from others.

Compare their organization’s allocation of time, resources, and focus areas against peer benchmarks.

Evaluate their team’s connected risk maturity and identify opportunities for advancing integration across risk functions.

CPE credit(s): 1 CPE upon live viewing only

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Transforming Decision Making With Solver’s AI-Enhanced xFP&A
2026-01-29 10:00 - 11:00
What if you could anticipate challenges with data before they surface and turn complexity into clarity? Finance, IT, and operations leaders are redefining what’s possible by harnessing AI-powered extended financial planning and analysis (xFP&A). In this insightful session, we’ll cover real-world strategies for breaking down silos, accelerating innovation, and making decisions that drive meaningful impact.

Let this presentation serve as a strategic blueprint for using Solver xFP&A Suite and its AI functionality to unlock deeper insights and streamline operations. Learn actionable methods to help improve forecasting accuracy, reduce manual effort, and make data-driven decisions that can directly impact your organization’s performance. Walk away with practical steps to equip your teams with the tools and knowledge needed to respond quickly to change and help deliver measurable results.

Learning Objectives

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

Describe AI-powered xFP&A tools to drive informed decision making across the organization.

Identify and mitigate risks using advanced analytics and predictive modeling tailored to the unique industry challenges.

Define best practices for cross-functional collaboration by integrating financial and operational data.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Key Considerations for Digital Asset Funds in 2026
2026-01-29 11:00 - 12:00
We’re heading into a pivotal year for digital asset funds, which means it’s time to lock in your strategy now.

Market expectations are rising. Operational demands are increasing. Investor scrutiny is sharpening. For emerging managers, decisions around structure, reporting, and administration matter more than ever.

Join the CBIZ Alternative Investment Group’s Emerging Managers Series on January 29 at 11:00 AM PST, where our experts will break down the key factors changing digital asset funds and deliver an interactive session with practical strategies to successfully launch, structure, and manage your fund.

Whether you’re launching your first fund or scaling an existing platform, you’ll leave with practical insights and proven guidance to move forward decisively. Register today to save your seat for this webinar and note that CPE credit will be available.

Moderator

Salman Ali, CPA, Managing Director & Practice Leader, Alternative Investments Group (West Region), CBIZ

SEC Update 2026
2026-01-29 11:30 - 13:00
Webcast overview

KPMG professionals break down the latest from the SEC and highlights from the AICPA Conference on Current SEC and PCAOB Developments. Gain insights into key SEC priorities to stay informed – including what to expect in 2026.

Applicability

All companies with existing or potential future SEC reporting requirements.

Event contents

AICPA Conference highlights regarding SEC developments

Latest rulemaking: What you need to know

SEC focus: Key priorities driving change

2026 trends and outlook ahead

*CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and responding to live check-ins. Since the content for the Jan 28 and 29 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Continuing education

There will be 1.5 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 JVNFYHN34YJ.

US health sector update - January 2026
2026-01-29 12:00 - 13:00
Please join our panel of professionals for our webcast – a timely discussion of recent health industry trends.

Build Your Most Efficient Firm with Intuit ProConnect Tax Automation and Insights
2026-01-29 12:00 - 13:00
Description

In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879’s.

LEARNING OBJECTIVES

Identify the benefits of using ProConnect Tax

Identify time-saving features built directly into ProConnect Tax

Determine how to sign up for ProConnect Tax

Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity

Identify how to import QuickBooks data into a tax return

WHO SHOULD ATTEND?

Tax professionals that are interested in or new to the ProConnect Tax program

Course Level: BasicCourse Length: 60 MinutesPrerequisites: NoneDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1IRS CE: 1IRS Course ID: NESGF-T-00191-24-O

Intuit (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.

ERM that works: Baseline practices, quick wins, and long-term maturity
2026-01-29 13:00 - 14:00
Join us for a practical overview of how organizations can build and mature their enterprise risk management (ERM) programs. Discover how technology and artificial intelligence (AI) can streamline ERM activities and support long-term maturity. Whether you’re launching a new initiative or refining an existing one, our experts will share baseline practices, common pitfalls, and quick wins to help you gain traction. For more advanced programs, we’ll explore strategies to operationalize risk appetite, integrate ERM into strategic planning, and enhance reporting.

Attendees will leave with a clear framework and actionable insights to transform ERM from a compliance obligation into a strategic asset.

Participants will be able to:

Define the stages of organizational ERM maturity.

Identify strategies to advance ERM processes using technology and AI.

Develop reasonable goals to advance your ERM function to the next level.

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.

Lowering the Personal and Professional Risks of Online Data Exposure: Strategies to Protect Your Personnel
2026-01-29 13:00 - 14:00
The shocking killing of UnitedHealthcare CEO Brian Thompson has shaken corporation C-Suites across the country, forcing leaders to ask themselves uncomfortable questions about their own preparedness for a threat landscape that is likely more serious than many realized.

Join us for an insightful webinar that explores ways in which financial services organizations can mitigate the danger surrounding their most senior personnel. In a political and social climate that fosters division and resentment, one that has triggered escalating threats and violence, discover how an integrated approach to enhanced personal privacy and security significantly reduces the risks to executives and their families.

Attendees Will Learn:

How to proactively identify the hidden threats against personnel security

How to address privacy risks beyond the walls of your business

Learn how executive protection measures, when adopted throughout an organization, lower the likelihood of being victimized by an AI-enhanced phishing attack that can result in data breaches.

This webinar is eligible for 1 CPE credit.

BorderCrossings with EY transfer pricing and tax professionals - January 2026
2026-01-29 13:00 - 14:15
The January BorderCrossings webcast will look back over 2025 and forward to what to expect in 2026. We will update participants on:

Anticipated changes to the OECD transfer pricing guidelines

The US administration’s trade policy

Pillar Two developments

Guidance on the One Big Beautiful Bill Act

Panelists will focus on how tax and trade policy changes that occurred in 2025 and are anticipated in 2026 might affect cross-border transactions and how to navigate those changes.

Panelists

Bill Morgan, Managing Director, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP

Sri Nagarajan, Principal, International Tax and Transaction Services, Ernst & Young LLP

Silviu Dochia, Managing Director, International Tax and Transaction Services, Ernst & Young LLP

Moderator

Sirsha Chatterjee, Principal, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP

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

CPE information

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & 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.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Ernst & 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.

3.5 CPE - Crowe Not-for-Profit and Government Summit 2026
2026-01-29 13:00 - 16:45
Event details

Your not-for-profit or government organization is tasked with leading through uncertain times and serving your constituents. Join us at this year’s virtual Crowe Not-for-Profit and Government Summit for an insightful exploration of what you can control as you face key issues and challenges. We’ll kick off with a keynote address from author and professor Dr. Kelly Richmond Pope on confidently and competently controlling for risks amid uncertainty, followed by a panel on cybersecurity lessons from the public sector, and then break out into a series of sessions tailored to your specific organization type, from public charities and higher education to healthcare, government, and private foundations.

This event is designed to foster collaboration, share cutting-edge strategies, and provide actionable insights. Whether you want to gain knowledge, connect with peers, or explore innovative tools, there’s something valuable for everyone.

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Varies by session

This event is recommended for up to 3.5 hours of CPE credit.

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

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

Additional CPE information

CFO pulse: Global economies, risk appetite, and 2026 planning
2026-01-29 14:00 - 15:00
Key takeaways

Following two quarters of mostly negative sentiment, the Q4 2025 North American CFO Signals™ found finance chiefs in a much more buoyant mood. In this Dbriefs webcast, we’ll detail the responses to our latest survey and offer an analysis of what might be fueling the resurgence. Additionally, this quarter’s spotlight segment will explore CFO expectations and plans for 2026. We’ll discuss:

CFOs’ perspectives on the evolving landscape of key regional economies

Whether CFOs believe now is a good time to be taking on greater risk

What CFOs say are their most worrisome risks

Managing Global Subsidiary Governance and Compliance
2026-01-29 14:00 - 15:00
Webcast overview

Are you managing legal entities in multiple jurisdictions and feeling the pressure of ever-changing local requirements? Do you find yourself juggling an array of annual corporate housekeeping obligations, responding to ad hoc business needs, and struggling with a lack of visibility across your global program?

Join our LegalWatch webcast to hear the latest thinking on how to effectively manage global subsidiaries. Discover what “good” looks like and practical steps to move your organization in that direction.

As part of this discussion, we will cover:

Our perspective on the technology ecosystem, including the impact of AI

Key challenges facing global subsidiary governance teams in today’s environment

Risks and pressures that arise from not keeping pace with governance and compliance

Strategies for improving subsidiary governance and compliance, and how KPMG can support your internal teams

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 VQNQDX8V3RY.

Understanding updated guidance for employers and individuals under the One Big Beautiful Bill Act
2026-01-29 14:00 - 15:00
CPE Credit: 1 hour for CPAs

Join us for an insightful webinar where we delve into the latest updates surrounding the One Big Beautiful Bill Act. As employers, HR leaders, and tax advisors, it’s crucial to stay informed about the recent guidance released from the IRS and the Department of the Treasury, including the much-anticipated 2025 transition guidance for tax deductions on tips and overtime. This session will provide a comprehensive overview of key changes and what they mean for your organization, including:

Transition guidance for employers, payors, and individuals for the 2025 tax season

Determining the amount of qualified tips in 2026

Determining the amount of qualified overtime in 2026

Updates to 2026 W-4 form

Areas where guidance remains outstanding

ADP remains at the forefront of helping employers understand the complex compliance, financial, and strategic issues surrounding workforce management. Tap into our expertise to ensure you’re in the best shape possible for future workplace compliance changes that may come about along the way.

Join us today!

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.

2026 Manufacturing Predictions: Navigating Change and Capturing Opportunity
2026-01-29 14:00 - 15:00
As manufacturers prepare for 2026, the industry faces a dynamic mix of challenges and opportunities—from economic uncertainty and supply chain complexity to rapid technological advancement and shifting workforce dynamics. In this webcast, BDO industry leaders will explore BDO’s top predictions for the sector, including the rise of operational agility as a survival strategy, accelerated reshoring in mission-critical sectors, and the growing influence of private equity in mid-market manufacturing. Attendees will gain insights into how AI, automation, and customer-centric strategies can help manufacturers navigate uncertainty, strengthen resilience, and capitalize on emerging opportunities.

This session will provide a forward-looking lens on the trends that matter most and how to translate them into actionable strategies.

Learning Objectives

Analyze the key factors driving operational agility in manufacturing and evaluate how AI and automation can enhance responsiveness and resilience in uncertain economic environments.

Assess the implications of reshoring and regional supply chain strategies for mission-critical sectors and identify opportunities for manufacturers to capture growth in domestic markets.

Evaluate strategic trends shaping investment and innovation in manufacturing, including private equity interest, customer-centric R&D approaches, and workforce development solutions for geographic labor constraints.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

Cost: There is no fee to attend this session

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

Scale Smarter: Integrate Financial Operations for Insight-Driven CAS
2026-01-29 14:00 - 15:00
Turning data into actionable insight across clients doesn’t take data analysts, engineers, and architects. In this webinar, CPA.com’s Kim Blascoe, Alex Hartzell from BILL and Matthew Wallace, Manager of Innovation at Armanino, will dive into how integration of financial operations helps firms streamline bill pay, optimize payments for clients, and build confidence in compliance tasks all while generating deeper, real-time insights that inform both client and firm performance.

You’ll hear how Armanino uses BILL’s Accountant Console to keep tabs on everything from payment status, to anomalies, to potential areas for workflow improvement. Through real-world examples featuring a nonprofit client, we’ll examine how data-driven insights improve financial decision-making and efficiency, and what the means for both firm growth and client outcomes.

Learning objectives:

Outline practical ways to leverage technology platforms to scale CAS services efficiently.

Identify key features of BILL’s Accountant Console that enable integrated financial operations.

Recognize how consolidated payment and compliance workflows improve visibility across clients.

Describe how data insights generated by BILL’s platform enhance decision-making for both firms and clients.

This CPA.com webinar is “Complimentary.” For more information regarding administrative policies such as cancellations and complaints, please contact CPA.com at inquire@hq.cpa.com. CPA.com (Registration # 108347) 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

CPA.com, 1345 Avenue of the Americas, 27th Floor, New York, NY 10105

Navigating State and Local Tax Challenges in Franchising
2026-01-29 14:00 - 15:00
This session will explore key legislative updates, economic nexus considerations and industry-specific tax strategies for income tax and sales/use tax – helping you stay ahead of regulatory changes and optimize your tax position.

Whether you’re a tax professional, CFO or operations leader, this webinar will equip you with actionable insights to manage risk, identify savings opportunities and align your tax strategy with business goals.

Attend this webinar to:

Analyze recent state and local tax law changes and their implications for franchisors and franchisees.

Identify strategic tax planning opportunities, including pass-through entity elections, revenue sourcing, and residency considerations.

Understand SALT considerations for potential future exit transactions.

2026 Geostrategic Outlook: Navigating new rules for global business
2026-01-30 10:00 - 11:00
Join the EY-Parthenon Geostrategic Business Group for an insightful webcast as they discuss the key themes from the 2026 Geostrategic Outlook.

In a world marked by heightened uncertainty and rapid transformation – what we call the NAVI world – geopolitical dynamics will play a crucial role in shaping the global landscape.

The team will explore three core themes that will prevail in 2026:

New rules and norms: How new policies and regulations will redefine business practices as state intervention in economic activities accelerates, particularly in the realm of artificial intelligence.

Geopolitics of scarcity: How the intensifying competition for critical resources, including energy and minerals, impacts global supply chains and resilience strategies.

Spheres of engagement: Highlighting the geopolitical significance of key regions – North America, Asia-Pacific, Europe and the Middle East – and how these dynamics will affect global stability and economic opportunities.

We will also be joined by EY global leaders to discuss how geostrategy and geopolitics are impacting their clients every day and what key questions they are being asked.

This webcast will provide essential insights for executives navigating the complexities of 2026, highlighting both challenges and opportunities in a rapidly evolving geopolitical environment.

Topics to be discussed include:

The top 10 geopolitical developments executives must be aware of in 2026

How geopolitical developments will directly impact different sectors

Insights on how companies are responding to geopolitical turbulence and what steps they are taking to manage the uncertainty

Key actions leaders should take to manage risks, govern their organizations and set strategy

Presenters

Jad Shimaly

EY Global Managing Partner – Client Service

Andrea Guerzoni

EY Global Vice Chair; EY-Parthenon Global Leader, Strategy and Transactions

Oliver Jones

EY-Parthenon Global Client Insight and Research Leader and EY-Parthenon Global Geostrategic Business Group Leader

Courtney Rickert McCaffrey

EY Global Geostrategy Insights Leader; Director, Business and CXO Insights, Ernst & Young LLP

Famke Krumbmüller

EY-Parthenon EMEIA Geostrategic Business Group Leader

Adam Barbina

EY-Parthenon US Geostrategy Leader

CPE information Delivery Method: Group Internet BasedProgram Level: BasicPrerequisites: NoneAdvanced Preparation: NoneRefunds & 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.Complaint Policy: For complaints or concerns, please submit an inquiry here.

Ernst & 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.

Semiannual IPO and M&A Outlook Webcast
2026-01-30 13:00 - 14:30
Webcast overview

Join us on January 30, 2026, for an engaging webcast exploring the latest trends shaping the IPO and M&A landscape. Our panel will deliver an in-depth analysis of current market conditions, economic drivers, and the evolving impact of AI on corporate strategy and investor sentiment.

Attend this webcast for fresh perspectives on key topics including:

2026 economic and market outlook: Key trends and risks to watch

Regulatory and geopolitical considerations shaping IPO and M&A strategies

IPO and M&A activity: What the latest data reveals about deal volumes, valuations, and sector momentum

AI’s expanding influence on capital allocation, company readiness, and investor expectations

This session is designed for executives, investors, and advisors seeking actionable insights to navigate a rapidly changing market in 2026 and beyond. Reserve your spot to stay ahead of the curve and make informed decisions for the year ahead.

There will be 1.5 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.

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 V6N2RJFJ5FV.

Becoming a strategic business partner in the age of AI
2026-02-03 10:00 - 11:00
Description:

AI is reshaping risk, decision making, and organisational expectations, and internal audit, risk management and GRC teams must evolve with it. However, many of these functions are still seen as transactional, policing, or purely assurance-focused, limiting their influence and strategic relevance.

This webinar explores how internal audit and GRC can reposition themselves as strategic business partners in an AI-driven world. Participants will learn how to strengthen strategic thinking, leverage AI for insight and foresight, and build the trust and influence needed to partner effectively with leadership. Practical, actionable, and human-centred, this session empowers IA teams to increase relevance, impact, and value.

Learning objectives:

Recognise the perception and value gaps limiting internal audit’s influence.

Use strategic thinking and AI-enabled insights to move beyond transactional assurance.

Strengthen communication, trust, and influence with key stakeholders.

Shift mindset and behaviours to act with ownership, courage, and business alignment.

Apply practical actions to position internal audit as a strategic partner.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

2026 banking and capital markets regulatory outlook
2026-02-03 11:00 - 12:00
Key takeaways

2026 is expected to be a watershed year for financial services organizations navigating regulatory change. Join us as we explore how business, consumer, and technological developments will likely impact the banking and capital markets industry in the United States, including regulations governing its key activities and the steps organizations can take in response. We’ll discuss:

The 2026 banking and capital markets regulatory outlook.

Legislation and policy shifts affecting US financial services organizations.

The impact of changing legal and regulatory requirements on how financial services organizations perform their key functions.

New OBBBA charitable-giving rules
2026-02-03 13:00 - 14:00
Changes made by the One Big Beautiful Bill Act (OBBBA) to charitable-giving rules, effective January 1, 2026, will affect the tax consequences of philanthropic giving for individuals, pass-through entities and corporations.

Join panelists from EY’s Tax and Climate Change and Sustainability (CCaSS) practices, who will share insights about these changes and examine how companies can advance business objectives and philanthropic commitments while complying with the new rules.

The session is designed for corporate leaders and tax professionals who support individual taxpayers and high-net worth individuals who want to:

Understand the compliance considerations and leading practices for documentation

Align their charitable giving with their broader business strategy

Adjust their philanthropic approaches given the new law

Panelists

Brandon Carlton, USLI Business Tax – Federal Tax Advisory, Principal, Ernst & Young LLP

Lauren Rogge, USLI CCaSS Sustainable Advisory Leader, Ernst & Young LLP

Damien Martin, EY Private Tax, Partner, Ernst & Young LLP

Moderator

Rachel Strong, USLI Sustainability Tax Policy Leader, Ernst & Young LLP

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

Grit and wisdom for busy season balance
2026-02-03 13:00 - 14:00
CPE Credit: 1 hour for CPAs

Busy season can be stressful, and it’s easy to feel overwhelmed. This session explores ways accountants can recognize stress, stay connected, and reflect on work habits and mindsets that affect balance.

Quotes from Grit & Wisdom: Advice from Accountants for Accountants will guide discussion and offer insights for managing busy workloads. Attendees will leave with practical strategies and considerations for their own work approach and their staff during peak periods.

Upon successful completion of this course, you should be able to:

Identify common sources of stress during busy season and consider strategies to support personal well-being

Recognize the importance of workplace connection and explore ways to strengthen collaboration and support

Examine personal work habits and mindset and reflect on small changes to improve balance

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Personal DevelopmentProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

Agentic AI: Use Cases & Best Practices for Leveraging AI Agents in F&A
2026-02-03 13:00 - 14:00
Finance & Accounting (F&A) leaders are under pressure to do more with less: close faster, reduce costs, manage risk, and support the business with better insights, all while dealing with legacy systems, talent shortages, and rising compliance demands.

AI promises relief, but most initiatives stall before delivering value.

This 60-minute virtual panel discussion, hosted in partnership with FEI, brings together experts from Georgia-Pacific, Finspyr, and magentIQ to discuss practical, proven ways to drive operational impact across Finance & Accounting through AI.

You’ll learn how to identify high-impact use cases, build hybrid workflows that pair AI agents with F&A professionals, and avoid the common traps that derail automation efforts. If you’re tired of buzzwords and looking for executional clarity, this session offers real answers and next steps.

Key learning objectives1. Identify key use cases where AI can drive immediate benefit.2. Understand what ‘Agentic AI’ is in the context of the modern F&A operation.3. Learn how to align AI deployment with key F&A KPIs.4. Hear strategies for navigating readiness, resistance, and real-world implementation hurdles.

This webinar is eligible for 1 CPE credit.

Audit and Tax Update for Nonprofits
2026-02-03 14:00 - 15:00
Watch our complimentary webinar on current tax and accounting updates related to nonprofit organizations. This session will provide an overview of what to prepare for in the new year.

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

Identify core cash reserve strategies for financial stability

Recall key changes in the single audit

Recognize shifting trends in grant and donor funding

Identify how stakeholders interpret and use Form 990

Recognize OBBBA impacts on donor deductions, employee and contractor payments, contribution and giving strategies

Who should attend

This session is designed for finance teams, management, executives, and board members of nonprofit organizations.

Questions?

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

CPE

Recommended CPE: .5 CPE credit, Auditing; .5 CPE credit, TaxesPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Strategic trade solutions – Mitigating tariff impacts
2026-02-04 11:00 - 12:00
In response to renewed tariff measures and increasing trade policy complexity, discover solutions to better manage duty exposure and enhance compliance. This session will explore strategic trade solutions ranging from foreign trade zones and free trade agreement integration to automation with our tariff integration solution. Gain real-time duty visibility, enhance compliance, reduce costs, and streamline global trade operations.

Learning Objectives:

As 2025 introduces new tariff enforcement and trade policy complexity, companies should have a strategic, scalable and sustainable approach to manage duty obligations.

Understand the value SAP GTS E4H can bring to your company

Explore what each solutions delivers:

Free Trade Zone

Free Trade Agreement and

Our tariff integration solution

Presenters:Jack CavanaghSteffen Trump

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

Operational Alignment Across Engineering and Manufacturing
2026-02-04 12:00 - 13:00
Event details

Modern product organizations rely on four critical pillars – product life cycle management (PLM), enterprise resource planning (ERP), master resource planning (MRP), and engineering change management – but these functions often operate in silos. In this webinar, Crowe specialists will discuss these interconnected pillars to show how product data, production planning, and controlled engineering change workflows form a unified operational ecosystem.

We will explore how integrated PLM-to-ERP processes lead to more accurate bills of material and routings, how MRP extends ERP to inform precise material and production planning, and how clear distinctions between engineering change notices (ECNs) and engineering change orders (ECOs) prevent disruptions, waste, and downstream confusion.

Participants can learn how to create connected data flows from engineering through manufacturing, strengthen traceability, and improve decision-making across the product life cycle. The session will highlight practical challenges, real-world impacts, and actionable strategies organizations can implement to reduce risk, increase efficiency, and enable scalable growth.

Learning objectives

After attending this session, you should be able to:

Explain how PLM-to-ERP integration creates a single source of truth across product, engineering, and operational teams

Differentiate between ECNs and ECOs and identify when each should be initiated in the change process

Describe how MRP complements ERP to improve material planning, inventory control, and production scheduling

Evaluate operational risks caused by disconnected systems and unclear change processes across PLM, ERP, and MRP

Apply best practices to streamline engineering-to-production handoffs and reduce rework, scrap, and planning delays

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Information technology

This session is recommended for 1.0 hour of CPE credit.

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

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

Additional CPE information

IPO readiness and UP-Cs: Important tax and accounting considerations
2026-02-04 12:00 - 13:00
Key takeaways

Prepare your organization for an IPO, particularly when effectuated using an Up-C structure. The Up-C IPO is a common business structure for those currently operating in a partnership, specifically companies owned by a private equity sponsor. Explore how Up-C structures work, the impacts to pre-IPO owners, and important tax and accounting considerations for an IPO. We’ll discuss:

Pre-IPO legal entity restructuring often undertaken by the company and its owners

Potential benefits, applications, and tax considerations of Up-C structures

Accounting impact on financial statements and registration disclosures

2026 Top Risks and Opportunities: An Internal Audit Perspective
2026-02-04 13:00 - 14:00
Join us for an insightful and interactive webinar that delves into the most pressing risks on the horizon and what they mean for your organization. In this session, our experts will showcase the latest survey results and provide valuable insights into what these results mean for Chief Audit Executives.

Whether you’re a CAE, a Board member, or a leader in the internal audit space, this panel is designed to help you navigate the evolving landscape of risks and opportunities of our times. Through an open and dynamic discussion, our presenters will address your burning questions, share key takeaways from the survey, and explore the strategic implications for internal audit.

Learning Objectives:

Analyze the leading risks for the near term and the next decade, for internal audit teams.

Examine how these risks are reshaping the business landscape and shifting priorities for internal audit.

Develop actionable strategies to proactively respond to these challenges and transform them into opportunities for your organization.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Auditing. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

BDO Talks Tariffs: Strategic Outlook for Companies in 2026
2026-02-04 14:00 - 15:00
Join BDO’s North American panel for an in-depth discussion on the evolving tariff landscape and what it means for companies as we begin 2026. Our specialists from the U.S., Canada, and Mexico will share insights on anticipated regulatory changes, potential impacts on supply chains, and strategic planning considerations to help your business stay ahead.

Whether you’re navigating cross-border trade, managing compliance, or preparing for future disruptions, this webcast will provide actionable guidance and forward-looking strategies to position your organization for success in a rapidly changing environment.

1.0 CPE Credit in the field of Taxes (TX)

Learning Objectives

Examine the current trends in international trade and the implications of recent policy shifts.

Discuss potential tariff changes and their impact on various industries.

Identify strategies for businesses to adapt to new trade regulations and mitigate risks.

Assess geopolitical factors influencing trade policies in key markets.

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
