Finance teams have more than one option when it comes to designing and delivering financial reports, but understanding when to use Solver versus Microsoft Power BI can be challenging. Both tools are capable of presenting numbers and visual insights, yet they take very different approaches to getting there. While Power BI excels at interactive dashboards...
Key takeaways Private credit is a fast-growing investment management strategy, and tax outcomes can significantly affect economic returns, investor reporting, and tax compliance obligations. In this session, private credit tax specialists will explore key federal and state income tax considerations and potential tax planning opportunities for investment managers implementing private credit structures. We’ll discuss: Key...
Event Overview This session provides a timely, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations, regulatory and compliance considerations, governance and leadership transitions, and technology adoption. Designed for nonprofit leaders and trusted advisors, the session focuses on translating emerging trends into clear, actionable insights that...
Automation. Rising productivity expectations. Expanding security demands. The pressure on HR and IT has intensified — yet too many organizations are still operating with disconnected workflows and fragmented IT systems. It’s time to rethink how HR and IT work together. Join ADP and Sapient Insights Group for a focused, action-driven session on how leading organizations...
Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct Advance preparation is not required. There is no cost to attend this webinar. CPE credit: One (1) hour total credit Level: OverviewField of study: Specialized KnowledgeCPE host: Savanah Sendek Information...
Join Megan Duggan, Partner, Ernst & Young LLP, Kyle Lawless, Senior Manager, Ernst & Young LLP, and Depository Trust and Clearing Corporation (DTCC) in a discussion on the EY Global Risk Transformation study, spotlighting a new architype of organizations: the Risk Strategists. These forward-thinkers are not just surviving disruption — they’re outperforming peers across critical...
AI is reshaping not-for-profit work from fundraising and outreach to program delivery and operations bringing both efficiency and new risks. This webinar offers a practical approach to AI risk and governance for not-for-profits, focusing on steps that fit limited resources. You’ll learn how to set clear policy and oversight, safeguard sensitive data, and reduce bias...
AI is dominating the conversation in finance, but for accounts receivable teams, the real question isn’t if to adopt it, it’s how to do it right. Controllers and finance leaders are under increasing pressure to improve cash flow, reduce manual work, and do more with leaner teams. While AI promises a path forward, many organizations...
This session brings together leaders who started careers in public accounting and changed course to influence organizations beyond the traditional audit role. Partner Matthew Bohdan will be joined by Korey Thomas, vice president of audit at Whirlpool Corporation, and Jason Burchardt, vice president of internal audit at Perrigo Company, to share candid insights on how...
Join Forvis Mazars for a moderated discussion focused on current tax developments affecting you and your business. We’ll break down second quarter 2026 updates from the IRS, U.S. Department of the Treasury, Congress, and other key tax authorities—and what they may mean for your organization. Our discussion will also explore broader tax trends and emerging...
