Free Live CPE Calendar

Q1 2026 Quarterly accounting webcast
2026-03-25 15:00 - 16:30 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
This webcast will cover key accounting and financial reporting considerations as companies close out Q1 2026.

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

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

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 March 11, March 19 and March 25 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Risk Assessment in SQMS 1: Planning & Implementing Your Approach
2026-03-25 14:00 - 15:00
SQMS 1 went into effect on December 15th 2025, impacting audit and assurance practices. Since then, firms have been working toward moving from their existing SQCS 8 policy-based approach to a continuous system-based operating approach for firm quality.

We are now at the stage where firms should be defining and ensuring quality objectives are met within their audit and assurance practices, so firms can immediately benefit from the improved quality that SQMS 1 will bring.

Join our team as they discuss the common steps that firms can take today to achieve success in the implementation of a system of quality management.

This webinar will provide some practical insights and activities to undertake over the course of the implementation process and provide some quick actions for firms to take toward the completion of their risk assessment.

Learning objectives:

Identify the key activity components in audit and assurance practices and what they mean for your implementation plan

Outline recommended planning actions to undertake to achieve success

Recognize a step-by-step approach to completing your risk assessment

Recall real-world insights and experience of implementation challenges all firms will face

Who should attend: Any CPA with operational or ultimate responsibility for their firm’s system of quality management, such as managing partners and senior leaders, heads of audit, through to risk and compliance personnel.

SOX pulse: Stay ahead of the curve
2026-03-25 14:00 - 15:00
Description:

Join us for “SOX pulse: stay ahead of the curve,” an essential year-end update on Sarbanes-Oxley compliance trends and emerging challenges. This session will cover critical developments in filing status requirements, trends in material weaknesses, and evolving user access risks. We’ll explore how AI is reshaping the control environment, share insights on PCAOB’s QC 1000 proposal, and review inspection and enforcement trends impacting organizations today. Through practical examples and forward-looking guidance, you’ll gain actionable strategies to strengthen compliance, manage change effectively, and prepare for what’s next in SOX.

Learning objectives:

Know filing status updates and implications. Understand recent clarifications on filing requirements, including changes when Smaller Reporting Company status is lost.

Understand material weakness trends and remediation timelines. Learn how MW trends affect audit fees, stock price, and what timelines organizations face for remediation.

Know the evolution of user access requirements and change management challenges. Explore emerging UAR risks, system-agnostic strategies, and best practices for managing change.

Understand the impact of AI and QC 1000 on internal controls. Gain insights into how AI is influencing control execution and governance, and what QC 1000 means for your organization’s future compliance strategy.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

Thank You to Our Speakers From RSM US LLP!

*Click here for more CPE information.

The SOCial Hour – IPE Fundamentals for SOC Examinations
2026-03-25 14:00 - 15:00
In today’s fast-paced technology and compliance landscape, Information Produced by the Entity (IPE) is more than just a checkbox. It is the foundation of accurate and reliable SOC Examinations. Many organizations do not fully understand the importance of IPE or the challenges that can arise when it is not prioritized as part of generating audit evidence.

Join us for The SOCial Hour, where our SOC and HITRUST professionals will demystify IPE and share practical strategies to help strengthen your SOC Reporting process. Whether you are preparing for your first SOC Examination or refining existing practices, you will learn how accurate and complete IPE can support effective SOC Examinations and dependable SOC Reports.

Learning Objectives

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

Define IPE and understand its critical role in SOC Reporting and audits.

Identify common mistakes that can undermine IPE reliability and learn how to avoid them.

Apply best practices to help ensure the IPE is accurate, complete, and audit-ready.

CPE Information

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

Quarterly Bank Update: KPMG TaxWatch Webcast
2026-03-25 14:00 - 15:00
Webcast overview

Mark your calendar for the next Quarterly Bank Update KPMG TaxWatch Webcast on March 25th! This is your opportunity to stay informed on the dynamic landscape of the banking sector.

Our leaders will break down the latest news and trends that are directly affecting your business. This webcast is designed to equip you with the knowledge needed to navigate this evolving landscape.

Secure your spot today!

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.

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 GZNBPNV32SV.

BorderCrossings - with EY transfer pricing and tax professionals - March 2026
2026-03-25 13:00 - 14:15
The March BorderCrossings webcast will examine several issues of interest to transfer pricing practitioners, including:

Mutual Agreement Procedures, particularly the updated Manual on Effective Mutual Agreement Procedures recently released by the Organisation for Economic Co-operation and Development

Trends in transfer pricing controversy in the United States, Europe and Asia-Pacific

Policy developments around the taxation of the digital economy

Panelists

Sandra Knaepen, EY Global Transfer Pricing Controversy Desk Leader, EY Solutions (Belgium)

Chris Miller, EY Asia Pacific Tax Policy Leader, Ernst & Young, Australia

Noel de Santos, Principal, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP (US)

Noel Maher, Principal, Transfer Pricing, International Tax and Transaction Services, Ernst & Young Chartered Accountants (Ireland)

Moderator

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

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

CPE Information (for live events only)

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.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

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.

Tariff volatility & refund risk for mid-tier banks ($5B–$100B)
2026-03-25 13:00 - 14:00
The Details

Recent tariff rulings and agency actions are reshaping how import‑exposed companies manage duties and refunds. Paused collections don’t guarantee recovery, and timing and eligibility remain uncertain – creating hidden liquidity risk for borrowers and lenders alike.

This webinar explains why those uncertainties matter for mid‑tier banks, where assumed refunds, revolver usage, and working‑capital pressure can quickly surface in portfolios. In this webinar, we’ll outline what’s changing, where the real risks are emerging, and how banks can respond – now and over the next 90 days.

We’ll cover:

Top risks

Key controls

Internal audit focus areas

A practical 0–30 / 31–60 / 61–90 day action plan

Live webinar participants are anticipated to qualify for 1 CPE credit in the Specialized Knowledge field of study. See additional details below.

From Cost Center to Cash Engine: AI in Collections
2026-03-25 13:00 - 14:00
This webinar explores how finance leaders can transform their accounts receivable collections from a reactive cost center into a strategic cash flow engine. It details a modern approach where AI and automation handle routine work, freeing teams to focus on high-impact activities. Join us and learn how to leverage data-driven strategies and intelligent tools to improve working capital, accelerate cash flow, and reduce revenue leakage. Attendees will leave with a practical playbook for building a more efficient and strategic collections function, turning their A/R team into a significant driver of financial performance.

Learning Objectives

After this webinar, you will be able to:

Recognize how an intelligent collections model improves working capital and cash flow.

Explain the limitations of traditional, reactive collections processes.

Describe a modern, AI-powered operating model for strategic collections.

Identify data-driven strategies to prioritize collection efforts effectively.

2026 Top Risks & Opportunities for Aerospace & Defense
2026-03-25 13:00 - 14:00
Join us for an engaging and informative webinar that explores the top risks and opportunities in aerospace and defense in 2026 and beyond. In this session, our panel of experts will showcase the latest survey results, highlighting the most critical concerns for the industry. This session will provide valuable insights to help you navigate the evolving landscape of risks and opportunities. Through dynamic discussions and expert analysis, you will gain practical knowledge to address these challenges and drive your organization forward.

Learning Objectives

Analyze A&D’s leading near-term risks and opportunities including cyber threats, third-party risks, legacy IT performance and workforce challenges.

Explore how these risks are transforming the business landscape and the strategic implications for your organization.

Examine effective strategies to mitigate these risks and leverage opportunities to enhance organizational resilience and growth.

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: Specialized Knowledge. 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.

Higher Ed Outlook Series: Preparing for Gen Alpha on Campus
2026-03-25 12:00 - 13:00
As colleges and universities navigate the demographic cliff and other enrollment challenges, being ready for the next generation is more important than ever. In this session, Forvis Mazars will explore how colleges can prepare for Generation Alpha (Gen Alpha)—students born between 2010 and 2025—whose expectations are reshaping higher education.

Learn about Gen Alpha’s digital-first mindset, including preferences for seamless connectivity, mobile-first platforms, and smart campus features. We’ll highlight the importance of personalized, on-demand learning experiences, proactive wellness and mental health support, and equitable access to resources. In addition, gain insights into innovative campus strategies, such as integrating artificial intelligence (AI), upskilling faculty, and designing collaborative spaces, as well as fostering authentic social connections and preparing students for future careers in a rapidly evolving workforce. Institutions that invest in digital transformation, wellness, equity, and innovative learning will be well positioned to engage Gen Alpha and lead the future of higher education.

Learning Objectives

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

Identify the defining characteristics and expectations of Gen Alpha and their impact on the future of higher education.

Describe strategies for implementing digital-first, personalized learning environments and proactive wellness initiatives to support Gen Alpha students.

Recognize innovative campus practices, including technology integration, faculty upskilling, and equity-focused design that position institutions to successfully engage and prepare Gen Alpha for future workforce demands.

CPE Information

1.00 CPE Credit(s) (pending approval)

One 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.

Q1 2026 Quarterly Technical Update
2026-03-25 12:00 - 13:00
The Quarterly Technical Update Webcast Series continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the third quarter of 2026 with respect to various topics in accounting and financial reporting.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the FASB, EITF and PCC.

Describe timely SEC guidance, topics and resources and their general impact on accounting and financial reporting.

Describe project and proposal stage literature that may have a broad impact on financial reporting.

Describe evolving corporate governance activities including those of the PCAOB, CAQ and other organization’s topics and releases

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

Financial accounting and reporting for income taxes: Spring updates
2026-03-25 12:00 - 13:00
Key takeaways

As Q1 reporting approaches, are you ready to evaluate recent developments and their potential effects on your income tax provision and disclosures? Join us for this Dbriefs as we cover the ASC 740 considerations of events that may affect your organization. We’ll discuss:

Challenges around interim reporting and other topics

Pillar Two developments including the Organisation for Economic Co-operation and Development (OECD) “side-by-side” package and safe harbor provisions

ASU 2023-09 – how many companies adopted and what they disclosed

IFRS® Institute: US IPO market update and FPI requirements
2026-03-25 11:00 - 12:00
Webcast overview

This 60-minute IFRS Accounting Standards webcast will provide an update on the US IPO market with a focus on Foreign Private Issuers (FPIs). The session will cover the requirements for FPIs, the process of going public in the United States, current SEC regulatory and comment letter trends, and key IFRS Accounting Standards hot topics for public companies.

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.

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 GZNBPNV32SV.

Understanding the One Big Beautiful Bill: Individual Tax Provisions
2026-03-24 14:00 - 16:00
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

This free 120-minute webinar is open to all.

This webinar will:

Identify the individual tax provisions enacted under the One Big Beautiful Bill Act

Explain the statutory rules governing the no-tax-on-tips provision

Explain the statutory rules governing the no-tax-on-overtime provision

Describe eligibility requirements and limitations for the car loan interest deduction

Describe eligibility requirements and calculation rules for the enhanced senior deduction

Locate and use IRS guidance and official resources to support accurate tax return preparation

Plus, a live Q & A.

Closed captioning will be offered.

Continuing Education: All participants who qualify will receive a Certificate of Completion. Tax Professionals earn up to 2 CE Credits, Category: Federal Tax Law Update

Tax accounting quarterly update - March 2026
2026-03-24 14:00 - 15:30
Event description

Join us for an insightful webcast focused on recent tax developments that may affect your financial statements — including updates on both income and non-income tax accounting. We’ll dive into the financial reporting implications of these changes, helping you stay ahead of evolving standards and practices.

This webcast is a continuation of our Quarterly Webcast Series, presented by Grant Thornton Advisors LLC’s Tax Reporting & Advisory Services practice.

Webcast details

Date and time

Tuesday, March 24, 20262:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Identify updates in federal tax matters

Recognize significant state tax developments

Describe significant international tax developments

Apply relevant FASB, SEC and other accounting updates

Cite compensation and benefits developments

Research & Development Tax Credit 2025 Year in Review
2026-03-24 14:00 - 15:00
Webcast overview

The research and development (R&D) tax credit landscape is evolving quickly, with significant legislative updates for the research and increased IRS and judicial activity over the past year. Please join our upcoming webcast, where KPMG professionals will discuss these critical developments and provide actionable insights. Topics will include:

The evolving influence of artificial intelligence on the R&D credit process and documentation.

The impact of recent tax legislation that restored immediate expensing for domestic R&D costs under Section 174A and introduced important changes to Section 280C.

Practical experiences with the new Form 6765 and the implications of recent IRS changes to Form 6765.

A discussion of current trends in R&D tax credit controversies, including a breakdown of the recent Tax Court decision in George v. Commissioner and its implications.

An overview of significant R&D credit updates at the state level.

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.

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 L4NJV8PKN8N.

Securing tomorrow: Succession strategies for family enterprises
2026-03-24 14:00 - 15:00
Key takeaways

Leadership transitions can be pivotal moments that shape the destiny of family enterprises—yet succession planning is often postponed or overshadowed by day-to-day demands. Insights from our recent Deloitte Private succession survey of 300 family businesses highlight how a proactive approach can build organizational resilience and safeguard the company’s legacy. Success often hinges on developing internal talent, welcoming external expertise when needed, and fostering strong governance to support seamless transitions. We’ll discuss:

Governance approaches that enable successful transitions

The case for early, intentional succession planning

Strategies to cultivate leaders from within and beyondthe family

What's New this Q: AI-Powered GRC, Plus Improved Data Queries, Decarbonization, and More
2026-03-24 14:00 - 15:00
About this Event:

Transform real-time risk insights into defensible decisions. Combine AI-analyzed evidence with human expertise for faster conclusions. Build SQL queries with simple questions, not complicated code.These are just a few of the new superpowers you’ll gain with the latest innovations from Workiva. Be the first to see the new features that will change the way you work in our upcoming webinar!

Workiva product experts will demonstrate new capabilities in AI, data management, assurance, and more—so you can start putting them to use and see results right away.

We’ll cover the latest Workiva platform and product updates, including:

AI-powered GRC platform ready to help you anticipate, advise and act on risk by turning activity and insights into trusted decisions that stand the test of scrutiny

Intelligent companion integration into Wdata that expands access to high-quality data for faster insights, allowing you to build and fix complex SQL queries using natural language

Decarbonization initiatives to support your progress toward net-zero targets by linking emissions reductions to financial impact, ROI, and strategic planning

Corporate integrated reporting (Japan) In collaboration with our partners in Japan, Workiva offers a scalable disclosure-as-a-service model that replaces fragmented, manual workflows with a trusted, automated data platform designed to support evolving regulatory requirements and long-term financial excellence.

After this session, you will be able to:

Explain the difference between traditional GRC tools and an AI-powered GRC platform that can anticipate evolving risk with real-time data, turn AI-driven insights into executive-level guidance, and scale assurance and streamline compliance with AI acceleration

Describe how business users can explore and manage data and surface insights using natural language to build AI-augmented queries

Develop a plan for managing data, integrating AI into workflows, and strengthening assurance using one platform

We are offering 1 CPE credit for this event.

Finance data model evolution: future-ready common information model
2026-03-24 13:00 - 14:00
Key takeaways

As digital transformation accelerates, finance leaders are rethinking how data is defined, governed, and used—starting with the finance data and information architecture (FIA) and a common information model (CIM). How can companies modernize their data models for the future? We’ll discuss:

How to enable artificial intelligence and agentic optimized data models

The evolution of CIM and FIA frameworks within finance

How organizations are reassessing finance data management and moving toward more adaptive CIM

Hidden Burnout Factor? Why Money Conversations Could Be Stressing Out Your Team
2026-03-24 13:00 - 14:00
Burnout gets talked about constantly, yet what some teams may label as “burnout” could be the early stage of something preventable: prolonged, unaddressed stressors that chip away at emotional, mental, and physical energy. When leaders identify these stressors and step in early, they may be able to interrupt the path toward true burnout.

One stressor that Amy Lafko increasingly observes across healthcare practices is the pressure staff feel when patients express fear, frustration, or confusion about the cost of care. With general out-of-pocket expenses, insurance premiums, and deductibles in flux, many patients expressed anxiety about out-of-pocket healthcare costs and some said they’re paying with cash. (Healthcare Journey Research Consumers and Providers, Synchrony, 2023.) This means frontline staff may be fielding hard questions about costs without support or training.

In this session, Lafko shares an assessment-driven framework to uncover and address these stressors. Leaders will learn tips to equip their teams to handle cost conversations confidently, help reduce avoidable stress and create a more sustainable and supportive work environment.

This 60-minute webinar will provide you with the knowledge to:

Identify the specific stressors that drive staff fatigue and disengagement, rather than assuming broad burnout

Equip teams with the skills, tools, and role clarity they need to navigate cash-pay scenarios and complex patient cost questions with confidence

Implement leadership practices that help reduce stress around money conversations, strengthen communication, and support a healthier, more stable workforce

Integrate patient financing solutions like the CareCredit credit card to ease cost conversations, support patient decision-making, and help patients accept recommended care

Quarterly Legislative Update - March 2026
2026-03-24 13:00 - 14:00
Event Overview

Staying up to date on areas affecting your situation can allow you to better plan for changes that may be coming. Join us for our quarterly update covering recent developments in proposed and enacted tax legislation. Our National Tax Office Team will update you on the latest from Capitol Hill, with a focus on how changes may affect you and your organization.

Learning Objectives

Examine the tax legislative landscape, including recent legislation.

Theorize pending regulations and IRS guidance.

Demonstrate how these changes could impact businesses and individuals.

Identify possible action steps and planning opportunities.

Presenter

Alex Parker, Tax Legislative Affairs Director

Alex provides on-the-ground coverage and analysis of tax developments in our nation’s capital, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere, including new projects at the United Nations, the G-20, and the Organization for Economic Cooperation and Development.

CPE Information

CPE Credits: 1

Field of Study: Taxes

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

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

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

SOX pulse: Stay ahead of the curve
2026-03-24 13:00 - 14:00
Event overview

Join us for “SOX pulse: Stay ahead of the curve,” an essential year-end update on Sarbanes-Oxley Act compliance trends and emerging challenges. This session will cover critical developments in SOX compliance focus areas and related regulatory guidance. Through practical examples and forward-looking guidance, you’ll gain actionable strategies that will prepare you for what’s next in SOX.

What you need to know for Q1 2026 financial reporting (Offering - 2 of 2)
2026-03-24 13:00 - 14:00
Please join our partners and managing directors from the EY US Professional Practice Group for a webcast about current accounting and financial reporting developments.

Why should you attend?

Staying up-to-date with current accounting and regulatory developments is critical to positioning your company for success. Each quarter, thousands of professionals gain essential insights by participating in the EY financial reporting update webcast.

Are you interested in continuing professional education (CPE)?

This is an alternate viewing of our 12 March 2026 webcast with live polling. Participants can earn up to 1.2 CPE credits if they didn’t already earn CPE credits for participating in the alternate webcast.

Slides will be available before the start of the webcast, so tune in early if you would like to download them beforehand.

CPE Information (for live events only)

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.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

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.

From Policy Change to Execution: Driving Results with Business Incentives Planning
2026-03-24 12:00 - 13:00
With the One Big Beautiful Bill (OBBBA) enacted and regulatory guidance taking shape, the advantage is shifting to companies that know where to act quickly and where planning flexibility still exists. Building on our year-end discussion, this webcast moves from “what changed” to how leading organizations are executing, including where incentives strategies are breaking down, where new opportunities are emerging, and what it takes to turn federal and state developments into decisions that support cash flow, growth, and long-term tax efficiency.

We’ll share practical, real-world approaches related to the historic $10B New Markets Tax Credit (NMTC) allocation, widening state divergence from federal R&D rules, evolving Foreign-Derived Deduction Eligible Income (FDDEI) and Global Intangible Low-Taxed Income – Alternative Minimum Tax (GILTI-AM) considerations, and greater clarity on tax credit transfers, with a focus on the timing, coordination, and documentation needed to drive results in 2026 and beyond.

Learning Objectives

Identify key incentive developments affecting planning decisions, including the $10B NMTC allocation, state R&D divergence, and evolving FDDEI/GILTI-AM considerations.

Evaluate execution-driven tradeoffs—particularly timing, documentation, and coordination—that influence cash flow and effective tax rate outcomes through and beyond 2026.

Apply a practical framework to operationalize incentives planning, including assessing credit transfer opportunities and prioritizing actions that create longer-term tax efficiency.

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

Current Enforcement Trends for Tracking Technologies
2026-03-24 12:00 - 13:00
Investigations, enforcement actions, and lawsuits focused on the use of website and mobile app tracking technologies are accelerating globally—specifically related to consent, notice, data sharing, and sensitive data collection. As tracking stacks become more complex with the use of pixels, software development kits (SDKs), tags, session replays, analytics, and advertising identifiers, organizations are increasingly expected to demonstrate a clear technical understanding of what data is collected, where it is sent, and how controls are implemented and monitored.

In this webcast, presented by BDO USA and ObservePoint, we will review current enforcement trends affecting tracking technologies and break down what these developments mean in practice for privacy, legal, compliance, and digital teams. The session will connect emerging regulatory expectations with real-world response approaches—such as maturing consent and preference management, strengthening vendor oversight, validating tracking behavior through technical testing, and improving governance and documentation to withstand scrutiny. Attendees will leave with actionable insights to help assess risk, prioritize remediation, and prepare for regulator or plaintiff inquiries.

1.0 CPE Credit in the field of Specialized Knowledge (SK)

Learning Objectives

Identify major enforcement themes related to tracking technologies (websites and mobile apps), including common allegations tied to consent, notice, data sharing, and cross-border data transfers.

Explain the technical fundamentals of common tracking tools (e.g., pixels, SDKs, tags, session replays) and evaluate how these technologies impact compliance risk through data mapping and validation/testing approaches.

Apply practical response strategies to reduce exposure and improve readiness—such as strengthening consent and cookie governance, enhancing vendor/third-party controls, and improving documentation and incident/inquiry response playbooks.

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

AI Trends and Use Cases in Financial Close
2026-03-24 11:00 - 12:00
CFOs and finance leaders continue to navigate both macro- and micro-level pressures in an increasingly volatile global economic environment. Our latest survey highlights evolving priorities, technologies, and strategies shaping the finance function worldwide— reinforcing the CFO’s central role in driving resilience, agility, and foresight across the enterprise.

We invite you to join this webinar to gain practical insights into how Artificial Intelligence (AI) is redefining the Financial Close—and how AI is being embedded directly into the platform to help finance teams accelerate the close, reduce risk, enhance visibility, and confidently adopt intelligent, AI-driven processes that deliver measurable business value.

Learning Objectives:

Identify the top priorities shaping today’s CFO and finance leader agenda

Analyze how AI and automation are being applied to optimize financial close

Explore practical AI use cases—and how BlackLine’s embedded AI capabilities strengthen collaboration and enable a resilient, tech-enabled finance 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: Information Technology. 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.

Reimagining GRC: The strategic role of control self-assessment in modern governance
2026-03-24 10:00 - 11:00
Description:

The 2024 update to the UK Corporate Governance Code, and Provision 29 specifically, represents a marked shift to explicit accountability, requiring boards to provide a formal declaration on the effectiveness of material controls.

With this comes a demand for reliable, regular and transparent reporting on controls, to provide the board with the comfort and confidence needed to make a declaration. This heightened expectation elevates the role for controls self assessment. A structured, repeatable and scalable mechanism for gathering the assurance, insights and documentation needed to support the board’s declaration. However, the role of controls self assessment extends far beyond this and once established, a mature CSA becomes a powerful enabler across the broader governance, risk and controls landscape.

This 60-minute thought leadership webinar provides insights on how to develop and evolve your control self-assessment methodology and process. We will also showcase how CSA insights can be used across the broader governance, risk and control ecosystem. Attendees will earn how to transform controls self assessment from a periodic compliance exercise into a data-driven organisation-wide capability that enhances transparency, confidence and decision making.

Learning objectives:

Understand how Provision 29 reshapes governance expectations: Gain clarity on why the shift to a formal board declaration increases the need for consistent, transparent and well‑evidenced control reporting, and how CSA provides the foundation for a credible evidence base behind that declaration.

Learn how to design and enhance a modern CSA framework: Explore practical ways to build a structured and scalable CSA process, including defining scope, setting reliable assessment criteria, embedding effective evidence capture, and streamlining workflows to minimise administrative burden.

Discover how CSA drives value across the wider GRC ecosystem: Understand how CSA strengthens first‑line ownership, informs targeted assurance planning, highlights emerging control weaknesses, and generates actionable data and insights that enable organisations to monitor control trends and improve decision‑making.

CPE credit(s): 1

Field of study: Specialized Knowledge

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Top Credits and Incentives You May Be Missing in 2026
2026-03-24 10:00 - 11:00
Are you leaving money on the table? Organizations in all industries are finding meaningful savings through federal, state, and local tax credits and incentives — yet some businesses don’t claim the benefits they qualify for.

Join CLA for a practical complimentary webinar that breaks down where opportunities exist, and how to take advantage of them. You’ll leave with clarity on a wide range of credits and incentives involving research, development, energy, workforce, and expansion. We’ll explain how to use them to help drive growth and enhance cash flow.

If your organization has plans to hire workers, expand your facilities, or innovate new products in 2026, you won’t want to miss this session.

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

Identify opportunities for R&D tax credits

Discuss energy-related incentives and how recent legislation impacts clean energy projects

Recognize Work Opportunity Tax Credit (WOTC) opportunities and benefits

Identify state and local credits and incentives that can support expansion or investment

Who should attend

This session is designed for leadership and finance professionals in all industries looking to take advantage of potential tax savings.

Questions?

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

CPE

Recommended CPE: 1 credit, TaxesPrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet BasedAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Q1 2026 Quarterly Close: Keep Up on Accounting Trends and Topics
2026-03-23 14:00 - 15:30
Event details

When you’re managing the day to day, it can be hard to keep up with all the regulatory news and emerging accounting trends. Our team of accounting advisory specialists is here to help with our quarterly webinar series.

In this webinar, we’ll cover the most recent updates and decisions from the Financial Accounting Standards Board (FASB) and the Securities and Exchange Commission. And we’ll discuss what that news might mean for your business. We’ll also get an update from our FASB practice fellow on 2026 initiatives and cover ways to drive efficiency in the month-end close and financial reporting process.

As a result of participating in this event, you should be able to:

Describe recent regulatory news and updates

Apply any relevant recent accounting developments to your financial reporting and business decisions

Identify how FASB initiatives could affect you in 2026

Apply month-end efficiencies to your internal process

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Accounting

This session is eligible for 1.5 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

Workforce 2026: AI, compliance and talent
2026-03-23 13:00 - 14:00
Event overview

Middle market leaders face a cooling labor market that still demands strategic hiring, reskilling and smarter operating models. The RSM US Middle Market Business Index Special Report: Workforce 2026’s latest workforce analysis shows 52% of executives anticipate moderate to significant hiring needs in the next 12 months, while 79% expect turnover to be at least somewhat challenging.

At the same time, organizations are prioritizing investments in artificial intelligence, with 74% planning to increase AI spending to enhance worker productivity over two years and up to 45% using AI in place of some entry‑level hiring. Cybersecurity and skills development are also being prioritized in order to boost productivity and resilience.

In this session, RSM specialists unpack what’s driving workforce shifts in 2026 and beyond—spanning marketplace trends, AI adoption and governance, outsourcing as a stabilizer, and the evolving tax and compliance landscape (including multistate and global employment tax considerations). You’ll leave with practical actions to align policy, technology and total rewards with business strategy; reduce risk; and elevate workforce outcomes this year.

This webinar will cover:

Compensation and benefits trends shaping competitiveness and cost control

Workforce 2026 data insights about hiring needs and turnover pressure

How organizations are using AI to boost productivity—and why governance matters

Where outsourcing and managed services are stabilizing capacity and reducing risk

Employment tax and compliance considerations for remote, hybrid and global teams
