Quarterly Accounting and Financial Reporting Briefing Q2 2025
2025-07-23 15:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for the 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.

This informative session will ensure you stay informed and prepared for the evolving landscape of financial reporting.

Your Tech-Enabled Family Office Practice: Elevating Trust Through Continuous Improvement
2025-07-23 15:00 - 16:00
Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous legal entities and investments, family office practices have high stakes to have their processes, technology, and integrations in tip-top shape in order to realize the unique opportunity to become—and remain—a trusted advisor.

In this webinar, Kim Blascoe, senior director of CAS professional services at CPA.com, will be joined by a family office practice leader to unpack how firms can continuously improve their internal operations, such as their workflows and automations, to make certain that they have the proper stature to provide data-driven insights to their clients.

Learning objectives:

Distinguish between core technologies to implement in your practice vs. niche technology

Recognize how modern firms are leveraging technology and best-practices to provide value to their high-net-worth clients through their family office practice

Identify ways to structure data, create seamless automations, and document workflows to optimize your operations

Indicate which improvements your family office practice can make to have an immediate impact and boost client value

Tax Disclosure ASU: Key Updates for Public and Private Entities
2025-07-24 12:30 - 13:30
Event description

Join Grant Thornton’s Accounting Principles and Corporate Tax Solutions Groups for a webcast exploring the recent updates to income tax disclosures under US GAAP. This session will unpack the key changes introduced by the Tax Disclosure ASU (ASU 2023-09), including new requirements for disaggregating income tax information, reconciling effective tax rates, and reporting income tax payments.

Whether you’re with a public or private entity, this session will help you understand how to comply with these changes and enhance the clarity of your tax reporting.

Date and time

Thursday, July 24, 2025

12:30 PM ET – 1:30 PM ET

Recommended CPE credits

1

Learning objectives

Identify additional disclosure requirements regarding disaggregating income tax payments made by an entity.

Define the scope of the updates to US GAAP introduced by ASU 2023-09, Improvements to income tax disclosures.

Describe the rate reconciliation requirements for public business entities and the qualitative narrative disclosure requirements for private companies.

The Risk Forecast: What’s Next for Tech, Media & Telecom (TMT)
2025-07-24 13:00 - 14:00
Join Protiviti’s Technology, Media & Telecom (TMT) leadership team for an exclusive panel discussion led by Global TMT Industry Leader Scot Glover. As the pace of innovation accelerates and risk landscapes evolve, executives in these sectors face unprecedented challenges—from AI disruption and cybersecurity threats to shifting regulatory and consumer demands.

In this timely mid-year update, our experts will unpack the latest insights from Protiviti’s Executive Perspectives on Top Risks Survey and offer a forward-looking perspective on the next wave of risk.

Learning objectives:

Identify the most pressing risks impacting Technology, Media & Telecom companies today, based on Protiviti’s latest Top Risks research.

Evaluate how organizations are adapting to current risk trends and strengthening their strategies for long-term resilience.

Analyze case studies illustrating how TMT leaders are responding to emerging threats.

Summarize Protiviti’s forecast of the top risks shaping the TMT industry over the next 5 to 10 years.

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.

The Automation Revolution: Leveraging Intelligence for Success
2025-07-24 13:00 - 14:00
Join us for an insightful webinar, “The Automation Revolution: Leveraging Intelligence for Success,” where we will explore how Intelligent Automation (IA) can transform your business operations, streamline processes, and enhance customer service to secure a competitive edge in today’s dynamic market.

In this webinar, our presenters, Joshua Widener and Rob Drover, will guide attendees through the essentials of Intelligent Automation and demonstrate its critical role in driving innovation and efficiency within organizations.

Attendees will gain valuable insights into the key technologies behind IA, including Machine Learning, Natural Language Processing (NLP), and Document Understanding, and how these technologies can be applied to various industries.

Presenters

Joshua Widener, Manager, Intelligent Automation

Rob Drover, Managing Director, Emerging Technology

Agent Driven Workforce Transformation
2025-07-24 13:00 - 14:00
Webcast overview

Join KPMG for the upcoming webcast. You will:

Discuss common considerations and roadblocks that organizations face when identifying where and how to embed AI and ServiceNow Now Assist across their organization.

Learn how AI has redefined digital transformation and unlocked new opportunities for workforce value, particularly around productivity, innovation, customer and employee experience, cost, and culture, through new ways of working defined by Human-Agent collaboration.

Explore real-world examples of how leading companies are deploying AI and ServiceNow Now Assist to drive improved outcomes.

Discover how you can empower and inspire your Workforce to unlock value and innovate with AI for sustained success in a rapidly evolving world.

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.

PERSONALIZATION FOR PERFORMANCE: Boosting Benefits Enrollment with AI and Data
2025-07-24 13:00 - 14:00
There is a wealth of data available regarding our health, finances, and lifestyle. How can HR and finance leaders utilize this data to generate insights that better serve their employees, while also addressing confidentiality concerns? Although navigating these challenges can be difficult, the potential gains are significant, including improved engagement, health, financial outcomes, and ultimately, productivity. Discover how companies like Nayya, NFP, Prudential and ADP are collaborating to leverage data in order to enhance employee engagement and improve outcomes, helping their workforce thrive.

Join us for this insightful session to discover how to:

Design benefits strategies that boost engagement and performance.

Leverage enhanced benefits to strengthen your place as a top employer of choice

Personalize benefits to maximize employee utilization and satisfaction

Simplify HR processes and control costs by consolidating solutions

Don’t miss this opportunity to rethink how to integrate your benefits solutions to create a strategy that truly resonates with your workforce!

Join us today!

Pending approval for 1 SHRM, 1 HRCI and 1 CPE credit. CPE credits are only available for live attendance (on-demand viewing is not eligible).

Navigating Lease Accounting Software Acquisitions and Sunsets
2025-07-24 13:00 - 14:00
Learning Objectives

Identify key questions to ask your current vendor regarding the details of their software sunset or acquisition, including timelines, support, and data migration assistance through a real-life example.

Become aware of the risks and opportunities associated with a transition to a new lease accounting software.

Get prepared to assess your organization’s current and future lease accounting needs, including lease volume, compliance requirements (ASC 842, IFRS 16, GASB 87, GASB 96), and integration needs.

Learn how to evaluate and compare different lease accounting software solutions based on key criteria such as user-friendliness, quality of accounting support, ease of implementation, and budget.

Accounting’s Mid-Year Outlook: Navigating the Crosscurrents
2025-07-24 13:00 - 14:00
In today’s unpredictable economic environment, finance and accounting leaders must steer through shifting tides of regulatory change, evolving standards, and macroeconomic volatility. This mid-year accounting update equips you with insights to anticipate what’s ahead and respond with confidence.

Riveron experts will unpack the most impactful 2025 accounting and regulatory developments, examine trends emerging from FASB comment letters, and explore how global trade, policy shifts, and industry sentiment are influencing financial reporting strategies. We’ll also provide practical guidance for closing Q2 and kicking off effective planning for 2026. What we’ll cover:

Navigating the crosscurrents amid emerging accounting standards and regulatory priorities:

The latest perspectives and what industry leaders are saying about AI, ESG, and what’s next for finance.

Key FASB priorities, comment letter themes, and how to prepare in an evolving landscape.

Where the regulators are focusing and how to avoid common disclosure missteps.

Accounting and planning in an increasingly complex setting:

Tariffs, trade, and other recent policy and supply chain dynamics are hitting the P&L and shaping accounting and audit readiness practices.

For a successful Q2 close and beyond, practical reminders can ensure for reporting readiness and avoiding surprises in the second half of the year.

With budget season around the corner, how do FP&A and other financial reporting professionals guide planning in a volatile environment—and who needs to be at the table?

Who should attend?

This session is ideal for CAOs, CFOs, controllers, accounting leaders, financial reporting professionals, and other accounting and finance experts. Free CPE credit is offered to live participants.

For more information regarding registration, refund, complaint, and program cancellation policies, please contact our offices at training@riveron.com.

Riveron 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.

Public Sector Internal Audit: Risk in Procurement
2025-07-24 13:00 - 14:30
Event details

For public sector organizations, procurement is a significant risk area that is highly vulnerable to fraud, waste, and abuse, so it is essential for internal audit teams to apply rigorous audit methodologies and stay updated on leading practices.

We invite you to participate in our upcoming webinar during which we will examine key areas of procurement that require elevated assurance. We will address practical strategies and common pitfalls in auditing procurement transactions and focus on navigating the evolving regulatory landscape and maintaining audit quality amid operational complexity.

Attendees will gain tools and approaches to assess grant-funded purchases, mitigate fraud risk, evaluate ethical procurement practices, and incorporate third-party and supplier diversity considerations. The speakers will explore how procurement intersects with sustainability and environmental, social, and governance criteria and how internal audit teams can align their processes with these evolving standards.

Whether you are new to auditing procurement or seeking to expand your proficiency, this webinar will offer insights to help you deliver objective, independent audits to management, boards, and the communities served.

After attending this session, you should be able to:

Detect potential fraud, waste, and abuse in procurement activities

Apply ethical principles in assessing procurement practices

Evaluate procurement decisions that involve third-party entities

Interpret grant procurement regulations to support compliance efforts

Recommend best practices for auditing procurement performance

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet-based)

Field of study: Specialized knowledge

This session is recommended 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

Transformation of the federal government landscape: Surviving change - Part 2
2025-07-24 13:00 - 14:30
The Details

Join CohnReznick’s and Crowell & Moring experienced Government Contracting subject matter specialists, as they share insights on “Administrative Shifts and Impacts for Government Contractors.” This engaging session will provide you with critical insights and actionable information to navigate the evolving landscape under the Trump administration.

Designed for GovCon executives, accounting and finance departments, and project managers, topics to be discussed include:

Discover new recent Executive Orders, agency directives, and the FAR 2.0 overhaul.

Track major updates at GSA, DoD, SBA, and DCAA, including key memos, reports, and audit program changes.

See how the “Big Beautiful Bill” and FY 2026 Budget are influencing opportunities.

Learn how procurement tools, buying guides, and templates are evolving.

Understand market shifts, pricing trends, and industry winners and losers.

Stay informed on current litigation, compliance risks, and bid protest trends.

Live webinar participants are anticipated to qualify for CPE credit.

Empowering financial institutions with Microsoft 365
2025-07-24 14:00 - 15:00
Event overview

In today’s rapidly evolving digital landscape, financial institutions face pressing challenges that require a strategic approach. From harnessing cutting-edge technologies to optimizing resources, this webinar will delve into pivotal areas transforming the industry, including:

Emerging challenges and industry trends: Explore the latest shifts shaping financial services, including customer expectations, regulatory demands and technological advancements.

Responsible artificial intelligence applications: Discover how AI-powered tools and responsible AI practices can enhance decision making, improve customer experiences and drive innovation in financial institutions.

Licensing optimization: Learn strategies to maximize value from Microsoft licensing, ensuring cost-efficiency and scalability to meet evolving business needs.

Modern contact center solutions: Uncover cloud-based technologies and innovative solutions tailored to create seamless, efficient interactions in today’s modern contact centers.

This session will provide practical demos and actionable insights, empowering financial institutions to tackle challenges and thrive in a competitive environment.

Key takeaways:

Cloud-based contact center solutions can enable seamless, modern customer engagement.

Financial institutions must adapt to evolving customer expectations, regulations and technologies to stay competitive.

Responsible AI can drive innovation while ensuring ethical, data-driven decision making.

Strategic Microsoft licensing optimization can boost cost-efficiency and scalability.

Building a Tech-Driven Culture in Construction
2025-07-24 14:00 - 15:00
Join us for an informative session exploring how integrated, modern technology is transforming the construction industry. Discover how building a technology-driven culture can enable construction firms to deliver end-to-end services—from design through operations—with greater efficiency, accuracy, and collaboration.

We’ll address common challenges in adopting new technologies and share best practices for driving user adoption and key business outcomes. Whether you’re aiming to streamline operations, enhance your digital strategy, or improve stakeholder engagement, this session will provide actionable insights to help you and your team build more efficiently and profitably.

Learning Objectives

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

Discuss how technologies like artificial intelligence, data analytics, and integrated project delivery workflows are reshaping construction projects and processes.

Describe how to align your technology, data, and business strategies to help drive scalable, long-term growth.

Explain how to replace disparate applications with connected systems that can help improve productivity and reduce risk.

Outsourcing – Why Would I Ever Do That?
2025-07-24 14:00 - 15:00
Attend a complimentary panel discussion focused on the benefits of adopting an outsourced model. Gain perspectives from CLA professionals and their clients.

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

Identify the advantages of outsourcing some or all your accounting tasks

Recall the technical knowledge you learned from nonprofit industry trained professionals

Recall how to enhance efficiency in accounting and finance

Identify how outsourcing transforms finance teams and enhances internal controls

Recognize strategies to help reduce costs

Who should attend

This session is designed for CFOs, finance directors, controllers, nonprofit executives, and accounting managers exploring outsourced finance services.

Questions?

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

CPE

Recommended CPE: 1 credit, Business Management and OrganizationPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

A CFO's Guide to Effective Cash Flow Management
2025-07-24 14:00 - 15:00
You know your organization is in a cash flow crunch when payables exceed receivables. As cash reserves run low, late payments increase borrowing costs, exacerbating a vicious cycle of delays and fees. But a cash flow crunch is not inevitable nor need it be a rite of passage for a growing organization.

During this webinar, you’ll learn from Genevieve Hancock, CFO @ Germfree, and Ted Weitzel, VP Finance & Operations @ Logik.io, and Eric Greene, Controller @ Aptive how to: • Spot warning signs of misalignment between payables and receivables • Mitigate surprises by employing best practices in cash flow forecasting • Streamline financial operations to improve visibility into and control over cash flow

**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes. Controllers Council 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 web site: www.nasbaregistry.org

Navigation transformation: Strategies for internal audit leadership in a changing landscape
2025-07-28 12:00 - 13:00
Webcast overview

As we move through an ever-evolving 2025, internal audit teams are facing a landscape defined by rapid change and technological advancement. Emerging technologies are unlocking new possibilities—while also introducing fresh risks. At the same time, cultivating a culture of innovation remains a challenge, especially amid ongoing recruitment and retention pressures.

Join moderator and KPMG AI for Internal Audit Solution Leader Charles King for a dynamic KnowledgeCast featuring Chief Audit Executives Abim Kolawole of Northwestern Mutual and Matthew Lynch of The Cigna Group. Together, they’ll explore what it takes to lead through transformation, with a spotlight on leveraging technology and building forward-thinking, resilient teams.

Key topics to be covered include:

Key priorities for internal audit leaders in 2025 and beyond

Embracing new technologies in internal audit

Fostering a culture of innovation in internal audits

Building and maintaining an effective team

Stakeholder management in a dynamic environment

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.

New Tax Legislation: Impacts on Opportunity Zones
2025-07-28 14:00 - 16:00
Event Overview

Recent tax legislation has made the Opportunity Zone (OZ) tax incentive program permanent. This legislation also introduces incentives for new investors, including fresh deferral and gain exclusion opportunities. Join us to discuss these changes, including a comprehensive overview of this new legislation’s impact on the OZ tax incentive program, its implications for investors, and the additional reporting requirements.

Learning Objectives

Explain the fundamentals of the Opportunity Zone (OZ) tax incentive program and its origins under the Tax Cuts and Jobs Act of 2017 (TCJA).

Explore the new legislation making the OZ tax incentive program permanent and its key provisions.

Identify the enhanced reduction percentages for deferred gains for investments held for 5 years in certain zones.

Examine the increased reporting requirements for Qualified Opportunity Funds (QOFs) and Qualified Opportunity Zone Businesses (QOZBs).

Recognize the complexities and potential pitfalls for OZ investors to navigate the program effectively.

Presenters

Adam Sweet, J.D., LL.M., Principal/Passthrough Entity Consulting Practice Leader

Adam leads Eide Bailly’s Passthrough Entity Consulting group. He has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing compensatory equity. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships, as well as a variety of IRS controversy matters. Adam also leads Eide Bailly’s Opportunity Zone working group.

David Wang, CPA, Senior Manager

David brings extensive expertise in partnership accounting and tax issues, with a strong emphasis on real estate. David’s specialties include section 1031 exchanges, debt finance distribution, target capital allocation, debt allocation, basis adjustments, and other subchapter K-related issues, all tailored to the unique needs of real estate clients.

CPE Information

CPE Credits: 2

Field of Study: Taxes

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

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.

Real Estate Tax Chat: A Focus on Data Centers
2025-07-28 16:00 - 17:00
Webcast overview

Growth in mobile broadband, big data analytics, cloud computing, and AI development are just a few of the contributing factors to the continued demand for data centers.

Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on data centers, where we will discuss:

Business and operational matters, including investment activity, development, and energy

Tax considerations for investors and operators

The current legislation impactful to the industry

The session will be hosted by KPMG US Building, Construction & Real Estate Tax partner, James Gergurich, and will feature practice professionals, Jason Ramey, Rocco DiBruno, Jake Kaplan, and Washington National Tax principal, Stephen Giordano. We will also be joined by Reid Tucker from the KPMG Infrastructure, Capital Projects, and Climate Advisory (ICA) practice.

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.

Florida Virtual Nonprofit Seminar – Session 2
2025-07-29 09:00 - 11:30
Join us for Part 2 of our virtual seminar series tailored for Florida nonprofit professionals, executive directors, and board members. This session will explore key issues facing the sector today, including the latest tax updates and audit & assurance developments that impact financial transparency and compliance. We’ll also dive into effective strategies for recruiting and retaining top talent in a competitive landscape, and provide actionable guidance on cybersecurity best practices to help your organization avoid becoming the next headline. Don’t miss this opportunity to gain timely insights and practical tools to strengthen your nonprofit’s resilience and impact.

Learning Objectives

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

Understand what unrelated business income tax is and what exceptions are.

Understand how organizational structure impacts how the organization is taxed.

Understand the tax implications of various fundraising activities.

Understand changes to FASB and the Emerging Issues Task Force (EITF)

Understand the scope, measurement, presentation, and disclosure of Crypto assets.

Understand issues around Leases (Topic 842): Common Control Arrangements.

Understand why cybersecurity should be a priority for nonprofits.

Understand cybersecurity threats in the nonprofit industry.

Understand cybersecurity best practices.

Understand the importance of culture in nonprofit organizations.

Understand why employees leave jobs.

Learn how to develop a talent strategy that aligns with your mission.

CPE Information

2.50 CPE Credit (pending approval)

Two and a half CPE credits (pending approval) in the Taxes, Accounting, and/or Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Private entity reporting – Mid-year insights
2025-07-29 12:00 - 13:00
Webcast overview

In this webcast, KPMG professionals discuss current trends and hot topics in accounting and financial reporting impacting private entities in 2025 and beyond.

Applicability

Private entities

Event contents:

Hot topics of interest to private entities

A market update from KPMG Private Audit and Advisory leaders

ASUs effective for private entities in 2025

Recent FASB developments

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.

Unlocking the power of Generative AI in finance
2025-07-29 12:00 - 13:00
Generative artificial intelligence (GenAI) is reshaping finance operations, enabling new levels of efficiency and profitability. As finance leaders seek to unlock value, GenAI is driving automation, smarter forecasting, and streamlined processes across the finance function. We’ll discuss:

• Potential benefits of GenAI-powered automation for finance operations, including touchless close, advanced forecasting, and improved decision-making

• Key trends and challenges CFOs face—such as scaling GenAI, managing data risk, and demonstrating ROI

• How to collaborate with service providers to implement GenAI, enhance data readiness, and build a roadmap for sustainable transformation

The 'One Big Beautiful Bill Act': key international tax provisions
2025-07-29 12:00 - 13:00
The budget reconciliation legislation known as “The One Big Beautiful Bill Act” (the Act), which was signed into law July 4, made various changes to the US international tax system, including to the global intangible low-taxed income (GILTI) and foreign-derived intangible income (FDII) regimes. The Act also made meaningful changes to the controlled foreign corporation (CFC) and foreign tax credit rules. The impact of these changes will depend on each taxpayer’s profile and vary by industry and sector.

Join us for a discussion of how the Act will impact multinational enterprises and how affected parties might react to those changes.

Moderator:

Jose Murillo, EY Americas Director, International Tax and Transaction Services (ITTS), Ernst & Young LLP

Panelists:

Joshua Ruland, ITTS Leader, National Tax Department, Ernst & Young LLP

Jason Yen, Principal, ITTS, National Tax Department, Ernst & Young LLP

Colleen Zeller, Partner, ITTS, National Tax Department, Ernst & Young LLP

Create work-life harmony: Change your habits to change your life
2025-07-29 13:00 - 14:00
Do you find it hard to change your ways? You may notice that you receive the same feedback and messages from your family, friends, and colleagues, but you haven’t taken steps to change it in your life. The truth is, the hardest person to change is…ourselves. When we notice a recurring pattern in our life, that is a sign that it is a habit for us. Habits are the #1 thing that determine our quality of life. When you change just one habit, you can create a positive impact on your life and most likely those around you. To create work-life harmony, it is important for us to take the time to create the awareness of ourselves to honestly self-assess and be open to the process of transformation. One habit at a time.

In this session you will learn how to:

Unwind self-defeating behaviors and patterns and instead create healthy habits that last.

Identify the beliefs that created the programming that led to decisions you have made in your professional and personal life.

Create a framework to let go of old beliefs and create new ones that result in intentional habits that benefit you and leave you feeling empowered to create the life you desire.

Delivery Method: Group InternetCourse Level: BasicField of Study: Personal DevelopmentPrerequisites: None

This course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).

Boosting Efficiency with Sage Intacct Contracts
2025-07-29 13:00 - 14:00
Join us for an insightful webinar designed to help you unlock the full potential of Sage Intacct Contracts. Whether you’re managing complex contracts or looking to streamline your contract processes, this session will provide you with tools and knowledge to enhance your contract management capabilities.

Learning Objectives

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

Identify the main differences between Order Entry and Contracts

Review how to use and manage (Sales) Contracts in Sage Intacct

Recognize forecasts and other reports available with Contracts

CPE

Recommended CPE: 1 CPE credit, Computer Software and ApplicationsPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

2025 Tax Strategist Cross-Border Webcast Series: Summer Planning Session
2025-07-29 13:00 - 14:00
Join BDO for our Summer Tax Strategist Cross-Border webcast where our panel will discuss the international tax implications of the Tax Cuts and Jobs Act (TCJA). With the status of key provisions, such as Global Intangible Low-Taxed Income (GILTI), Foreign-Derived Intangible Income (FDII), Base Erosion and Anti-Abuse Tax (BEAT) decided with the enactment of the One Big Beautiful Bill Act, learn how your multinational company can prepare for these changes.

1.0 CPE Credit in the field of Taxes.

Learning Objectives

Identify the status of impending U.S. tax legislation in the international context.

Examine what multinational companies can do to prepare for international tax legislative changes.

Discuss the current legislative status of GILTI, BEAT, FDII, and other international provisions as applied to multinational companies.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

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.

Making Sense of AI & Analytics in HR & Payroll
2025-07-29 14:00 - 15:00
Ever feel like you’re sitting on a goldmine of human resources (HR) and payroll data but aren’t quite sure how to unlock its value? You’re not alone. While artificial intelligence (AI) and analytics might sound like buzzwords, they’re actually practical tools that HR professionals can start using today. Join us as we present with professionals from ADP and explore how AI is transforming the way many organizations handle payroll and HR. No technical jargon, no complex algorithms—just practical ways to help make your work easier and your decision making more agile.

Learning Objectives

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

Describe simple techniques for creating effective AI prompts.

Explain the potential benefits and pitfalls of AI in HR.

Define use cases for AI in business management.

Recognize time-saving AI solutions for payroll and HR automation.

How the "One Big Beautiful Bill" Could Reshape Real Estate Tax Strategy
2025-07-29 14:00 - 15:00
The One Big Beautiful Act as now been signed into law, bringing significant changes for real estate owners, investors, and developers. From the return of 100% bonus depreciation to expanded interest deductions and changes to Opportunity Zones, this landmark legislation will significantly impact how you structure deals, manage assets, and plan for 2025 and beyond.

Join CBIZ real estate leaders for a panel discussion of what’s in the new law and what you should be doing now to stay ahead.

Speakers

Abe Schlisselfeld, Senior Managing Director and National Real Estate LeaderEdward Reitmeyer, Managing Director and Mid-Atlantic Real Estate LeaderAlan Blecher, Managing DirectorAshlie Forum, Managing Director and Southeast Real Estate LeaderMelissa Hasenmayer, Managing Director Juliet Song, Managing Director and West Real Estate Leader

Shift Your Tech Strategy: A Roadmap to Growth
2025-07-29 14:00 - 15:00
Event description

Grant Thornton’s latest research reveals a pivotal shift: Leaders must prioritize strategic technology investments to fuel corporate growth. In this 60-minute session, our team explains how agile, data-driven technology adoption is no longer optional — it’s essential for navigating market disruption and driving topline performance.

Join Grant Thornton as we unpack insights from our “Shift Your Tech Strategy” survey, offering actionable steps for finance leaders and their teams.

Date and time

Tuesday, July 29, 20252:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Utilize insights from real-world case studies to craft actionable next steps for their own organizations.

Describe the current state of digital transformation in 2025—including investment gaps, adoption rates, growth-impact metrics, and common organizational hurdles.

Explain the strategic role of leadership as architects of digital growth, including how to align technology investments with corporate objectives and forge cross-functional partnerships.

Construct a growth-centric technology roadmap that prioritizes platforms (cloud, analytics, automation, cybersecurity), incorporates agile pilot-scale cycles, and embeds governance and risk-management best practices.

One Big Beautiful Bill Signed into Law – What to Do Now
2025-07-30 09:00 - 10:00
Join us on Wednesday, July 30, for a one-hour webinar unpacking tax changes in the newly enacted One Big Beautiful Bill. Our team will walk through key tax provisions and planning opportunities from this sweeping legislation, including:

Key extensions of individual and business tax provisions from the TCJA

New incentives to boost U.S. business investment and expansion

Notable international tax updates

Expiring energy credits and other time-sensitive changes

Enhancements to individual tax rules

Updates affecting exempt organizations

We’ll provide a clear overview of what changed, what didn’t change and what you can do to plan effectively.

This webinar is eligible for 1.0 CPE.

California’s Climate Rules – Recent Considerations
2025-07-30 11:00 - 12:00
To comply with California’s climate rules, U.S. organizations doing business in the state and with global revenues over $500 million and $1 billion will need to issue a biennial climate-related financial risk report and to report annual greenhouse gas emissions data, respectively. This webinar will provide an overview of lessons learned through case studies of recent implementations, a range of practices, and compliance planning considerations, focusing on recent developments.

Learning Objectives

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

Summarize California’s climate rules requirements, including recent developments.

Recognize common compliance challenges and how to prepare for them.

Discuss implementation of a range of practices.

Describe recent case studies.

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.
