Free Live CPE Calendar

Tax Readiness: Divestitures trends and developments
2025-04-30 11:00 - 12:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, 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 SVP Corporate Controller and CAO, Gilead SciencesPatrick Hoynes, VP Corporate Finance, WorkdayJessica Good, Assurance Partner, PwCAdam Kennedy, Finance Transformation Partner, PwC

Who should attend: Controllers and other finance professionals.

CPE Credit: This webcast is eligible for 1 CPE credit.

2025 Higher Ed Outlook: Driving Financial Health, Value, & Change
2025-04-30 11:00 - 12:00
Join Forvis Mazars for an informative webinar as we delve into our 2025 Annual Outlook for Higher Education. Major themes include institutional financial health, finding your value proposition for students, parents, and donors, and implementing effective change. We’ll share key insights drawn from industry data, survey responses, and in-depth interviews with institutional leaders. Plus, hear from two institutional leaders as they join as panelists to share their unique perspectives on the Outlook.

Learning Objectives

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

Discuss three key metrics to track for institutional financial health.

Describe two strategies for identifying the institutional value proposition.

Identify three components of change readiness.

CPE Information

1.00 CPE Credit (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.

Maximize project success with NetSuite solutions for professional services
2025-04-29 14:00 - 15:00
Event overview

Join RSM professionals for an exclusive webinar on how NetSuite’s integrated project management solutions can streamline operations, enhance efficiency and improve client satisfaction. Learn how to track every phase of a project while seamlessly integrating finance and human resources for a holistic approach to project success.

Why attend?

Live demonstration: Watch NetSuite in action and learn practical implementation strategies

Powerful project management tools: Explore NetSuite’s key features for seamless project tracking

Finance and HR integration: Discover how connected systems improve workflow efficiency

Real-world success stories: See how firms like yours leverage NetSuite for better results

Exploring Our Point of View: Core Capabilities for Achieving Health
2025-04-29 14:00 - 15:00
Earlier this year, the Healthcare Practice at Forvis Mazars released our Achieving Health: Our Healthcare Market Point of View. Join our webinar to delve into the Market Point of View and learn why a focus on Achieving Health is critical for a wide range of stakeholders in the healthcare system. We’ll also share five core capabilities that healthcare organizations need to grow, thrive, navigate change and ambiguity, and support a vibrant, person-centered care delivery system in every community.

Learning Objectives

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

Recognize what it means to Achieve Health for your organization and those you serve.

Discuss the roles of different healthcare stakeholders in collaborating to Achieve Health.

Identify five core capabilities organizations need to Achieve Health and consider your organization’s performance in each.

CPE Information

1.00 CPE Credit (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.

Your Cloud ERP Journey: Crafting a Migration Roadmap for Success
2025-04-29 13:00 - 14:00
Overview

Are your legacy systems limiting your ability to fully harness the power of cloud computing?

Join CBIZ for an insightful session where we’ll deep dive into the essential steps for evaluating your existing systems and determining their suitability for cloud migration. Our professionals will also guide you through a roadmap for planning a successful ERP migration to the cloud.

Whether you’re just beginning your ERP migration journey or looking to optimize your current strategy, this session will equip you with the insights and practical tools you need for a seamless transition to a cloud ERP system.

Key Takeaways

Evaluation of Existing Legacy Systems

Identifying Components Suitable for Migration

Readiness Assessment Techniques

Steps to Create a Migration Plan

Key Milestones & Timelines

Risk Management & Mitigation Strategies

If you require a reasonable accommodation to participate in this event, please email abilities@cbiz.com or call (816) 841-4025.

Disclaimer

We may be unable to offer CPE certificates to those who log into the webinar using:

GoToWebinar Instant Join

iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you’d like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

Accelerate Security Program Maturity With ServiceNow®
2025-04-29 13:00 - 14:00
Event details

Evolving a cybersecurity program can feel like an uphill climb. It’s easier when you have a clear path to follow. Go beyond putting out the fires to position your business for long-term, sustainable growth with the Crowe CISO Program Suite. With the Crowe CISO Program Suite, you can gain better visibility into the business, giving you and your stakeholders the confidence to know your programs are built on a lasting foundation that integrates security throughout the business so your organization can grow securely.

Learn how to align your processes, better connect your security programs with business leaders, and integrate your security data to drive informed decision-making and continuous improvements using ServiceNow’s Integrated Risk Management and SecOps solutions.

Learning objectives

At the conclusion of the session, the attendee will be able to:

Determine three steps to take personally to help bridge the divide between business objectives and security activities

Define a strategic road map to accelerate program maturity by moving people, processes, and technology forward together

Complete a maturity assessment to evaluate and prioritize key program focus areas

Identify key milestones to evolve program maturity

Discover how the Crowe ServiceNow Security Program Foundations workspace can be used to onboard security into the business

Streamlining Financial Management with Sage Intacct Domestic and Advanced Consolidations
2025-04-29 13:00 - 14:00
Join us for an in-depth webinar designed to help you master the art of financial consolidations using Sage Intacct. Whether you’re dealing with multiple entities or complex financial structures, this session will provide you with the tools and knowledge to streamline your consolidation processes

Learning Objectives

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

Recognize the key differences between domestic and advanced consolidations

Review recommended practices for automating consolidation processes to save time and reduce errors

Identify how to generate consolidated financial statements and reports for better decision-making

CPE

Recommended CPE: 1 CPE credit, Computer Software and ApplicationsPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Basedram level: Overview Advance preparation: None Delivery method: Group Internet BasedView CPE sponsorship information

Construction audit trends for 2025 and beyond
2025-04-29 13:00 - 14:00
The world of construction auditing is always evolving. With new legislation expected on the horizon, constant technological breakthroughs and the associated risks, it’s more important than ever to stay ahead of the game.

During this complimentary CPE webinar, Baker Tilly presenters will delve into the latest trends, challenges and opportunities in construction auditing. This session will cover a range of topics including:

Current construction risks

Resource constraints

Price escalation

Data security and artificial intelligence (AI)

Legislation and federal funding programs

Political landscape

Learning objectives:

Understand the current construction audit trends and navigate associated risks

Make improvements to contract language, project controls and audit programs

Develop compliance and efficiencies in construction and capital improvement projects

Presenters:

Robert Zellmer, CCA, Senior Manager

Blair Brown, CFE, CCA, Manager

Who should attend:

Internal audit professionals

Facility administrators

Project professionals

Chief Financial Officers (CFOs)

Chief Operating Officer (COOs)

Director of Capital Projects

Other professionals involved in construction project management and facilities development

Register today!

This webinar is a part of Baker Tilly’s Construction audit toolbox webinar series. Check out other webinars in this series here.

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

Disruptors See the World Differently: A Deeper Dive
2025-04-29 12:30 - 13:30
Disruptors See the World Differently: A Deeper Dive

Join us for the second installment of our 2025 Global Board Governance Survey webinar series, Disruptors See the World Differently: A Deeper Dive. Gain invaluable insights from the C-suite and board perspectives as we continue the conversation initiated during our March event to discuss unanswered questions regarding the attributes of disruptive leaders, integration of disruption considerations into strategy setting, fair and safe AI deployment, and other topics. Discover how disruptors are uniquely equipped to navigate challenges and capitalize on opportunities in rapidly changing markets.

Learning Objectives:

Understand the disruptor mindset: Summarize how forward-thinking organizations perceive change as an opportunity rather than a threat, and the impact of this mindset on governance and decision-making.

Identify strategic approaches to innovation: Identify and evaluate the strategies that successful organizations use to foster innovation and resilience within their operations.

Analyze case studies of disruption: Examine real-world examples of organizations that have successfully implemented disruptive practices, gaining insights into best practices and lessons learned that can be applied in various contexts.

This engaging session is designed not only to provide insights but also to offer actionable strategies for navigating the complexities of today’s business world. Engage with experts and peers as we explore deeper into the findings of our global survey released last month. This webinar offers CPE credits for eligible participants.

Register now to secure your spot!

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: Business Management & Organization. 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.

UK Corporate Governance Code changes: Preparing for board declarations
2025-04-29 11:00 - 12:00
Description:

In this session, we will delve into the upcoming updates to the UK Corporate Governance Code (CGC), with a particular focus on Provision 29 and the challenges companies face regarding the definition of materiality for non-financial controls. This session will provide practical insights into what organisations are doing to prepare for these requirements as well as ways to enhance your organisation’s risk management framework to help ensure comprehensive compliance and assurance to your board. We will also discuss the importance of having a robust ERM framework and how solutions like AuditBoard can help achieve aligned assurance and effective risk management.

Learning Objectives:

After completing this session, participants will be able to:

Describe the upcoming requirements for Provision 29 of the UK Corporate Governance Code and the challenges related to materiality and key controls.

Develop strategies for centralising governance frameworks for risk and controls programmes.

Enhance the organisation’s risk management and controls framework to provide assurance to the board to be able to sign the declarations.

Utilise reporting tools to assess and manage non-financial risks, providing a holistic view of the organisation’s risk landscape to the board.

CPE Credit(s): 1

Field of Study: Auditing

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

AI Readiness: Microsoft Copilot Strategy & Road Map
2025-04-28 14:00 - 15:00
Generative artificial intelligence (AI) gives organizations various productivity, growth, and optimization opportunities, but knowing where to start and what capabilities to pursue can be challenging. Join us in an overview of Microsoft’s Copilot solutions and how organizations can prepare to use these tools securely and responsibly.

Learning Objectives

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

List different Copilot products from Microsoft.

Explain how generative and agentic AI is being used to drive efficiencies and improve business outcomes.

Outline what your organization needs to consider to implement Copilot tools securely.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

Reimaging reporting: Strategies to the financial reporting model
2025-04-24 14:00 - 15:00
With rising transformation, controllers are focusing on modernizing reporting processes, shifting operating models, and upskilling teams to meet the requirements of regulators and business leaders. How can controllers innovate financial reporting in today’s environment? We’ll discuss:

How controllers are weighing the options of in-house versus outsourced reporting and preparing to shift operating models

How emerging tools and technologies, including artificial intelligence, are reshaping financial and regulatory reporting

How controllers are reimagining operation strategies and shifting the reporting focus from mere compliance to real-time insights

Demystifying Alternative Investments
2025-04-24 14:00 - 15:00
Join our complimentary webinar as we discuss examples of alternative investments often held by organizations, reasons why organizations seek out such investments, and considerations related to the audit and tax compliance of such investments.

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

Recognize alternative investments (and their attributes) more commonly held by organizations

Discuss typical audit considerations related to alternative investments

Identify distinctive tax compliance requirements specific to alternative investments

Who should attend

This session is designed for all nonprofits.

CPE

Recommended CPE: 1 credit, Specialized KnowledgePrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet BasedView CPE sponsorship information

ERP for Manufacturing: Navigating Success in Government Contracting
2025-04-24 13:00 - 14:30
The Details

Successful enterprise resource planning (ERP) implementation in the manufacturing sector, especially in government contracting, begins with an understanding of the industry and of your business. ERP solutions can bring you to the next level as you navigate an industry known for its unique challenges and rigorous standards.

In today’s environment, understanding your options prepares you for the future. The right ERP can help you:

Streamline operations

Improve compliance

Discover efficiencies in finance and manufacturing

Live webinar participants are anticipated to qualify for 1.5 CPE credits in Accounting (Governmental) field of study.

Enhance the Value of Risk Assessments in the Public Sector
2025-04-24 13:00 - 14:30
Event details

Internal audit risk assessments should be an ongoing, strategic process aligned with key organizational objectives, not just an annual compliance task. In this webinar, public sector specialists will share guidance on new global standards and offer insight on enhancing risk assessments.

The speakers will explore ways to make your risk assessment more strategic and broaden coverage while looking at ways to more fully address key risks such as fraud, third-party risk, and cybersecurity. Additionally, they will discuss how to use technology to automate risk assessments for continual improvement.

After this session, attendees should be able to:

Describe what the new global internal audit standards say about risk assessments

Examine leading risk assessment practices in the public sector, using the Illinois Department of Transportation as a case study

Identify how to focus on key organizational initiatives such as strategic objectives and goals, information systems, fraud, and third-party risk

Identify how to achieve greater impact and more comprehensive coverage of the entire entity in the risk assessment process

Identify leading practices for automating risk assessments and how to use technology in risk assessments

BorderCrossings … with EY transfer pricing and tax professionals - April 2025
2025-04-24 13:00 - 14:15
Pillar One, Amount A is unlikely to come into force over the next few years. Amount B is not being implemented by many countries and risks being inconsistently implemented by other countries, leaving its future unclear. So why discuss Pillar One in this environment?

The underlying forces that led to Amount A and Amount B (including dissatisfaction with the arm’s length principle, unilateral reactions such as digital services taxes, and transfer pricing controversies around routine activities) remain. To assess where things might be headed, it is important to critically assess the rationale for Pillar One and its current shortcomings.

This month, we will take a deeper dive into some of the technical aspects of Amount A and Amount B, including the link between Amount A and the historical “formulary apportionment versus arm’s length” debate, and the foundations of and potential derivative effects around the Amount B work.

Panelist

Bill Morgan, Managing Director, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP. Bill was previously with the US Treasury Department where, among other things, he represented the United States at Working Party 6 of the OECD during the Pillar One work.

Moderator

Mike McDonald, Managing Director, 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.

Avoiding common pitfalls in Model Audit Rule (MAR) implementation for insurance organizations
2025-04-24 13:00 - 14:00
Insurers: Learn what NOT to do to ensure successful Model Audit Rule (MAR) compliance. For insurance organizations approaching the $500M threshold of direct and assumed written premiums, understanding the MAR internal control over financial reporting (ICFR) requirement and lifecycle is a key piece of regulatory compliance. There are several challenges to face when implementing a MAR program. Ensuring compliance while enhancing internal controls and fostering a culture of accountability is no small feat. This webinar aims to equip insurers with critical insights into common pitfalls to avoid during MAR implementation. By understanding these challenges and how to navigate them, participants will be better prepared to achieve a successful and compliant MAR program.

Join us for this informative session where Baker Tilly insurance industry risk advisory specialists will share real-world examples, leading practices and actionable advice on what NOT to do during MAR implementation. Whether you are just starting your MAR journey or looking to refine your existing processes, this webinar will provide valuable takeaways to help you steer clear of common mistakes and drive continuous improvement within your organization.

Register now and join us on April 24 from 1-2 p.m. ET. Questions will be encouraged throughout the webinar.

Learning objectives:

Outline a brief overview of MAR regulations and the importance of a robust ICFR framework

Understand the most frequent mistakes insurers make during MAR implementation and their potential impacts on compliance and internal control effectiveness

Explore techniques for identifying and mitigating risks associated with MAR implementation, ensuring a proactive approach to compliance

Hear from insurance industry specialists about their success stories, leading practices, MAR myths and lessons learned in MAR program implementation

Who should attend? Chief financial officers, chief risk officers, chief compliance officers, chief executive officers, chief audit executives, internal audit, controllers, finance department personnel, corporate general counsel, legal departments and any role who assists in implementing or managing a MAR program

Information about CPE eligibility:

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.

Level: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

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

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

Shining a Light on Financial Crime and the Dark Web
2025-04-24 13:00 - 14:00
Event details

In this eye-opening webinar, we’ll venture into the depths of the dark web ecosystem and explore the potential for financial crime that lurks in digital shadows.

Here is a detailed look at what we’ll cover:

Understanding the dark web. We will start by defining the dark web and discussing its role in the world of financial crime.

Types of financial crimes. We will delve into the various types of financial crime that occur on the dark web, including identity theft, credit card fraud, check fraud, and more.

Dark web monitoring. We will discuss the importance of dark web monitoring in detecting and preventing financial crime, and we’ll offer a detailed walkthrough of how monitoring works and of its benefits and limitations.

Case studies. We will present real-world examples of financial crime that occurred on the dark web, discussing how incidents were detected, the impact they had, and how they could have been prevented.

Learning objectives

By attending this session, you should be able to:

Define the dark web and explain how it facilitates financial crime

Identify and differentiate types of financial crime on the dark web

Analyze and evaluate the effectiveness of dark web monitoring

This webinar is designed for cybersecurity professionals, financial crime investigators, and anyone interested in understanding the dark web and its role in financial crime. Join us to enhance your knowledge and skills in this critical area.

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 eligible 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

Inbound employment tax challenges: Tips in an uncertain time
2025-04-24 13:00 - 14:00
This Dbriefs webcast will provide a peek into what the future may hold with regard to US inbound employment tax as a result of executive orders and updated application of existing legislation. We’ll discuss:

The future for legislation of Sections 891/899

Common challenges for inbound companies without existing US presence

Common challenges for inbound companies including state unemployment insurance, treaty reporting/treatment of directors, accountable plan rules, and ACA reporting obligations

Defense in Depth – Financial Services Regulatory Pressures
2025-04-24 12:00 - 13:00
Join Forvis Mazars for an informative webinar as we delve into cybersecurity defense in depth—a critical strategy for protecting sensitive information and systems from increasingly sophisticated cyberthreats. This approach involves implementing multiple layers of security controls and measures, each designed to address different aspects of potential vulnerabilities. The Office of the Comptroller of the Currency (OCC) and the Federal Reserve emphasize cybersecurity to help ensure financial system stability. They mandate banks establish strong cybersecurity frameworks, conduct risk assessments, and have incident response plans. Continuous monitoring, threat intelligence sharing, and employee training are also crucial to protecting sensitive data and preventing disruptions caused by cyberattacks.

Learning Objectives

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

Discuss the importance of implementing multiple layers of security controls to protect sensitive information and systems from cyberthreats and how additional layers provide continued protection even if one layer is compromised.

Recognize the various components of a multi-layered security strategy, including network security, endpoint security, security awareness training, physical security, incident response, and policy and governance.

Describe key cybersecurity regulations and guidelines issued by the OCC and the Federal Reserve, emphasizing the importance of robust cybersecurity frameworks, regular risk assessments, effective incident response plans, continuous monitoring, and threat intelligence sharing.

CPE Information

1.00 CPE Credit (pending approval)

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

Aligning Data and Technology Strategies Across Finance and Tax
2025-04-24 12:00 - 13:00
Join us for a webcast in the 2025 Tax Innovation Webcast Series.

Join BDO presenters as we uncover cutting-edge strategies to seamlessly integrate data and technology, streamline processes, and foster enhanced collaboration between finance and tax functions. Gain insights into best practices that enhance interactions between finance and tax, driving efficiency and alignment across departments. Learn how the tax function can significantly boost its strategic value to the finance function by leveraging advanced data analytics and technology.

Quarterly Accounting & Financial Reporting Briefing Q1 2025
2025-04-23 15:00 - 16:00
The financial reporting landscape is constantly evolving—let’s make sure you’re informed and prepared!

Join us for CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing, a webinar designed to keep you up to date on the latest hot topics, technical matters, and current events impacting financial reporting.

Our professionals will discuss recent developments and updates from key governance bodies, including the Financial Accounting Standards Board (FASB), the American Institute of Certified Public Accountants (AICPA), the Securities and Exchange Commission (SEC), and others.

Course Objectives

After completing this course, you’ll be able to:

Recall the latest developments and updates from major governance bodies, such as FASB, AICPA, and SEC

Summarize current technical matters and trending topics affecting financial reporting

Discuss the practical implications of recent changes in financial reporting standards on your accounting practices

Additional Details

CPE: This webinar is eligible for up to 1.2 CPE credit in Accounting.

Prerequisites: None

Advance Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

If you require a reasonable accommodation to participate in this event, please email abilities@cbiz.com or call (816)841-4025.

Disclaimer: We may be unable to offer CPE certificates to those who log into the webinar using:

GoToWebinar Instant Join

iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you’d like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

Don’t miss this opportunity to stay informed and ready for what’s next in financial reporting!

Approachable CAS: Tech-Enabled Spend Management Advisory
2025-04-23 14:00 - 15:00
Join us for an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services (CAS). Amy Merletti from CPA.com will host Richard Corn from BILL, to show you how to transition from traditional after-the-fact expense reporting toward a proactive, tech-enabled approach. You’ll discover proven strategies to control budgets in real-time, automate data capture, mitigate risk, and offer clients greater financial visibility. Whether you currently provide transactional accounting or already deliver higher-level advisory, this session will equip you with insights to strengthen your CAS practice through modern spend management solutions.

Learning objectives:

Distinguish how spend management advisory can expand your CAS offerings from transactional to more strategic, higher-value services.

Identify the core differences between traditional expense management and proactive spend management.

Recognize key technology tools that streamline and enhance real-time budget monitoring for CAS practices.

Recall critical metrics and indicators that demonstrate spend management’s impact on business performance.

Select effective spend management processes and policies that align with diverse client needs.

Streamline the TPRM Process With HITRUST and ServiceNow®
2025-04-23 14:00 - 15:00
Event details

Join us for a close look at the HITRUST Assessment XChange® portal. The app is now available from the ServiceNow Store. HITRUST has developed this tool to help streamline and simplify your third-party risk management (TPRM) process, transform your TPRM assessment process, and deliver tangible results for your organization.

Whether you’re looking to reduce complexity in your compliance operations or aiming to elevate your security posture, Crowe and HITRUST specialists can provide you with the knowledge and tools to help you succeed.

During our webinar you will:

Explore key features. Learn how the app’s intuitive interface and powerful integration with ServiceNow can help you automate and manage your TPRM process more effectively, with the use of HITRUST certifications.

See a live demo. Watch a step-by-step demonstration showcasing the app’s functionality – from initial setup to detailed reporting – highlighting how it can accelerate compliance processes and enhance data accuracy.

Learn best practices. Gain insights on aligning the app with your organization’s risk management strategies, reduce manual effort, and improve overall assessment efficiency.

Ask questions, live. Engage directly with our team, ask questions, and discover tips for maximizing the app’s potential in your specific environment during an interactive Q&A session.

After attending this webinar, you should be able to:

Explain the HITRUST Assessment XChange app’s key features and functionality

Define best practices for using the app

Evaluate whether the app might be a good fit for your organization

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Computer software applications

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

Key Priorities for Audit Committees in 2025
2025-04-23 14:00 - 15:00
Description:

As the risk landscape evolves, the audit committee’s role is becoming increasingly demanding and complex in today’s uncertain and dynamic business environment. Organizations in North America remain particularly focused on navigating challenges related to artificial intelligence and other disruptive technologies, cybersecurity threats, and supply chain pressures. Discover how organizations can enhance governance and operational strategies to effectively manage these risks, with a focus on building resilience while retaining the agility to make strategic pivots in 2025.

Learning Objectives:

Recognize the fastest-growing risks (i.e., digital disruption and AI, cybersecurity, and supply chain) and related trends in 2025.

Discuss the potential consequences of these risks and the necessity for organizational adaptation.

Apply best practices to effectively mitigate these key risks.

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.

AuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit, risk, and compliance, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!

Turn Your Data Around With Solver & Power Automate
2025-04-23 14:00 - 15:00
Join Forvis Mazars for an informative webinar on using Solver extended financial planning and analysis (xFP&A) with your enterprise resource planning (ERP) system and Power Automate. We’ll demonstrate how to pull data from Solver and push it into an ERP system, specifically Business Central, but with the flexibility to connect to other systems. We’ll walk you through a real-world example—automating the creation of journal entries from calculated allocations. Join us and learn how to improve efficiency and gain deeper financial insights.

Learning Objectives

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

Recognize the purpose of the Solver Data API.

Explain how Power Automate can connect to the Solver Data API.

Identify the benefits of pulling data out of Solver.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

Unclaimed Property Developments & Considerations in the Banking & Capital Markets Industry
2025-04-23 14:00 - 15:00
Webcast overview

KPMG LLP is pleased to invite unclaimed property banking professionals operating within the banking & capital markets industry to a continuing professional education (CPE)–eligible virtual roundtable discussion on the recent developments in unclaimed property, asset recovery strategies, and the potential operating impacts. This event will take place on April 23 from 2:00 p.m. to 3:00 p.m. ET.

Our roundtable will cover a variety of topics, including:

Legislative trends affecting unclaimed property

Asset recovery in the banking industry

Key items and developments from the field.

While this session aims to provide a detailed understanding of the current unclaimed property landscape and its implications for our industry, it also offers a platform to share your experiences and strategies with peers.

Please join us for this insightful discussion. The target audience for this roundtable includes tax directors, vice presidents of deposits and operations, and others otherwise involved in unclaimed property within the banking & capital markets industry.

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.

Insights into the Evolving Telehealth Compliance Landscape
2025-04-23 13:00 - 14:00
The Office of Inspector General (OIG) has been concerned about telehealth billing since before the pandemic, but it’s become more important in the past few years as the number of telehealth services have increased in amount and complexity, highlighting areas of risk for noncompliance with changing regulations at the federal level as well as varying state requirements, in addition to the potential for fraud and abuse.

Join us for our webcast, Insights into the Evolving Telehealth Compliance Landscape. You’ll learn about the current telehealth landscape and what’s ahead for the industry. This is an opportunity for compliance leaders to evaluate their company’s risk profile, especially given current and expected scrutiny in the years ahead.

Some key topics include:

Actionable takeaways for your compliance program

The physician fee schedule

2025 coding changes and their impact on compliance

Case studies

Second Quarter Tax Outlook: Navigating Tax Reform Under the Trump Administration
2025-04-23 13:00 - 14:00
Register today for the first webcast in the 2025 Tax Strategist Webcast Series.

Join us for an insightful webcast that delves into the dynamic landscape of tariffs and tax reform under the Trump Administration. As policies shift at a rapid pace, organizations face increased risks and complexities in compliance and strategic planning. Our panel of BDO professionals will provide a deep dive into current issues, recent developments, and the latest legislative and regulatory guidance. Discover key challenges leaders should monitor, strategies for adaptability, and best practices to help mitigate uncertainty.
