• Using Solver xFP&A for Multicompany Data Analysis

    Free Live CPE Webinars New York, NY, United States

    Organizations with multiple companies and business lines need functionality from their reporting and planning solutions. Variance analysis, financial modeling, forecasting, and what-if analysis are four key areas. Join Forvis Mazars for an insightful webinar, where we’ll walk through how the Solver extended financial planning and analysis (xFP&A) suite can help you navigate these challenges and...

    Free
  • AI in Finance

    Free Live CPE Webinars New York, NY, United States

    Webcast overview The session explores the transformative shift in how finance professionals will operate, derive insights, and drive strategic initiatives in the future, facilitated by artificial intelligence (AI). It highlights the transition from traditional finance models to an AI-enabled Finance Operating Model, emphasizing AI's role in automating and optimizing end-to-end financial processes. The discussion focuses...

    Free
  • Health care insights: Measure success across office locations with Sage Intacct

    Free Live CPE Webinars New York, NY, United States

    Event overview Managing finances across multiple health care office locations can be complex and time-consuming. Without the right tools, tracking expenses, allocating overhead and analyzing performance becomes a challenge. In this one-hour webinar, learn how Sage Intacct streamlines financial management with dynamic dimensions, automated data syncing and powerful reporting capabilities. Gain real-time insights into expenses,...

    Free
  • 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...

    Free
  • 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...

    Free