• IA Insights: Challenges & Regulatory Considerations in Auditing Data

    Free Live CPE Webinars New York, NY, United States

    Join Forvis Mazars for an informative webinar as we provide an overview of Basel Committee on Banking Supervision (BCBS) 239 principles. This webinar, the second in our three-part series, will highlight key challenges and topics to consider when approaching internal audit activities associated with effective risk data aggregation and risk reporting (RDARR). During the session,...

    Free
  • When “good enough” is not enough

    Free Live CPE Webinars New York, NY, United States

    Webcast overview As the business world grapples with increasing volatility, economic uncertainty, cyber threats, and other evolving risks, executives are confronting with unprecedented challenges. Managing risk is crucial, but building resilience is essential. What does it take? The recent KPMG Risk and Resilience Survey highlights a critical gap: While companies recognize the need for better risk...

    Free
  • Family Office Fridays: IRS Focus on High-Income and High-Wealth Individuals – An Update

    Free Live CPE Webinars New York, NY, United States

    Webcast overview In early 2024, we examined the evolution of the IRS Global High Wealth Industry Group, the IRS’s renewed focus on audits of high-income and high-wealth (HIHW) individuals, and identified issues one might expect to confront in an HIHW audit. Much has changed since then, raising many questions, including whether the IRS will continue...

    Free
  • Employee Stock Ownership Plan (ESOP) Audit Considerations

    Free Live CPE Webinars New York, NY, United States

    For employee benefit plan audits, it is important to note what “good” governance should look like. ESOPs have grown in popularity, and it is essential to have the understanding to enable proper compliance and reporting. In this webinar from Forvis Mazars, we’ll share recommended steps to help you follow the standards and have a successful...

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  • Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)

    Free Live CPE Webinars New York, NY, United States

    Every technology implementation faces hidden risks — and too often, state and local tax (SALT) is an afterthought. Left out until it's too late, SALT issues can quickly snowball into compliance gaps, costly project delays, client frustration, and rework that eats away at margins. In this CPE-eligible webinar, industry leaders from Wipfli, Vertex, and CPA.com...

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  • Mark-to-Market Instruments on your Balance Sheet

    Free Live CPE Webinars New York, NY, United States

    Join us for our webcast, Mark-to-Market Instruments on your Balance Sheet. We’ll discuss the different categories on your balance sheet that need to be marked to market and briefly get into the GAAP guidance. We’ll also provide an overview of the common instruments we have seen in the energy industry that might require a one-time or...

    Free
  • Decoding the new ILPA reporting standards

    Free Live CPE Webinars New York, NY, United States

    Event overview In January 2025, the Institutional Limited Partners Association (ILPA) introduced an updated reporting template and a new performance template to streamline reporting, standardize data, improve transparency and enhance comparability in private fund reporting. These updates offer guidance into the changes and additions in the new ILPA reporting and performance templates, providing clarity on...

    Free
  • Modernizing Operations: Dynamics AX to Dynamics 365 Finance

    Free Live CPE Webinars New York, NY, United States

    Join our insightful webinar to gain a quick but detailed overview of the general, technical, and functional benefits of upgrading from an on-premises Microsoft Dynamics AX system to a modern Dynamics 365 Finance, Supply Chain Management, and Commerce solution. Discover how transitioning to Dynamics 365 can streamline your business processes, improve data accessibility, and drive...

    Free
  • The Controller Agenda Webcast: Evolving finance for the AI era

    Free Live CPE Webinars New York, NY, United States

    Discover how today’s leading controllers are harnessing AI, data, and automation to move beyond compliance and become strategic drivers of finance innovation, as PwC brings together a panel of finance leaders to share how they’re reimagining core processes, enabling smarter decisions, and building future-ready teams to shape the next era of finance. Presenters:Sandra Patterson, Former...

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