Collaborative Auditing: Engaging Internal Stakeholders for Better Outcomes
2025-01-28 10:00 - 11:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Description:

In today’s complex risk landscape, engaging internal stakeholders effectively is crucial for timely and impactful audit results. Misaligned communication, siloed data, and inconsistent follow-up can all contribute to delays and reduced accountability across departments. By leveraging technology to streamline workflows, automate reminders, and consolidate documentation, organisations can foster better stakeholder collaboration and more efficient risk management.

Learning Objectives:

Describe the challenges posed by a lack of stakeholder collaboration and its impact on audit outcomes.

Discover how technology can transform stakeholder engagement, increasing accountability and transparency.

Identify strategies for consolidating and automating the risk assessment and findings remediation processes.

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.

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!

2025 retail and consumer products outlooks
2025-01-28 12:00 - 13:00
Balancing price, volume, and mix for profitable growth has become complex due to various shifts. While the pandemic’s digital acceleration was disruptive, inflation and soaring costs may be more transformative. What are the strategies that organizations can explore for profitability in 2025? We’ll discuss:

Emerging trends to create efficiencies and reach personalization goals in the retail industryted via S&P Capital IQ, accessed October 28, 2024.

Results from recent executive surveys of retail and CP industries

Key differentiators for profitable growers in the CP industry

Navigating your transaction road map – 2025 and beyond for technology companies
2025-01-28 12:00 - 13:30
In 2025, the tech market is expected to see major investments and merger and acquisition (M&A) activity driven by innovations across the ecosystem.

Join Baker Tilly and our featured guests as they reveal what they’re anticipating for 2025 that will help you navigate your transaction road map. The webinar will feature a robust conversation on the evolving landscape of the technology industry, where we will discuss key trends and future opportunities in the industry.

Following this discussion, participants will have the chance to engage in focused roundtable discussions tailored for companies in:

Early stage

Growth stage

Late stage

Whatever stage you are in, our breakout session will provide valuable strategies and actionable insights to help you thrive in 2025 and beyond!

Key learning objectives

This webinar will discuss the current state of the environment and examine trends and challenges shaping the technology industry in 2025 and beyond, such as:

Gain insights into the state of capital markets and the foundations for emerging tech companies to those scaling globally in a competitive fundraising environment.

Identify the latest regulatory trends, including data privacy and cybersecurity complexities.

Assess how to turn industry risks into strategic opportunities.

Who should attend

Founders, C-Suite professionals, presidents, vice presidents, management and other leaders of early-stage, growth-stage and middle-market technology companies

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.

CPE credit: One and a half (1.5) hour total credits

Level: UpdateField of study: Specialized knowledgeCPE host: Shannon Gnesda

A certificate of completion will be emailed to you four to sex weeks following the event.

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.gh its website: nasbaregistry.org.

Partnership compliance: Getting ready for tax year 2024
2025-01-28 13:00 - 14:00
Event overview

Prior to beginning preparations for tax year 2024, what important factors should you keep in mind to best prepare for a successful filing season? Amid regulatory changes, intricate reporting requirements for foreign investors and heightened documentation demands, the preparation checklist seems longer and less manageable than ever. Leveraging partnership tax compliance technology to address these key considerations and requirements can help mitigate risk and provide you with the automation necessary to meet stringent deadlines.

The repercussions for incorrectly planning for tax year 2024 could be significant. The IRS has indicated that the agency will target partnerships using artificial intelligence, with plans to increase audit rates by nearly tenfold on large, complex partnerships with assets over $10 million. Join our panel of partnership tax advisors for guidance on key considerations to best prepare for a smooth 2024 tax filing season.

Partnerships are facing a multitude of challenges this tax season, including new reporting requirements, increased information demands and heightened IRS enforcement. Key considerations for the tax year 2024 encompass utilizing estimates, documenting allocations, special considerations for lower-tier partnerships, and the impact of recent developments and updated forms. To prepare adequately, join our webcast on Jan. 28 and review the accompanying checklist and relevant insights.

ESG Regulatory Landscape: Emerging Trends in 2025
2025-01-28 13:00 - 14:00
Event details

Environmental, social, and governance (ESG) regulations are constantly evolving. Organizations must be able to both respond to current developments and prepare to address emerging trends.

In this webinar, a Crowe specialist will examine how ESG standards are taking shape globally, and she’ll touch on recent regulatory updates that affect reporting requirements, such as California climate rules and the European Union’s Corporate Sustainability Reporting Directive. She will also discuss anticipated trends and how organizations can proactively adapt to maintain compliance and drive sustainable growth.

You should leave this session with the ability to:

Identify the key sustainability frameworks and regulatory bodies influencing U.S. and global ESG standards

Analyze recent ESG regulation updates and their potential impacts on business operations

Evaluate emerging trends in the ESG regulatory environment and future implications

Develop actionable strategies for organizations to adapt to evolving ESG regulations

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

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

Who should attend

Chief financial officers, chief accounting officers, global controllers, ESG controllers, chief sustainability officers, chief risk officers, chief compliance officers, general counsel, audit committee members, members within the finance function, and members responsible for ESG regulatory reporting

Presenters

Daniela Arias, Consulting

Additional information

For additional information about this event, please contact Jonathan Losey.

Unlock the Full Potential of Financial Reporting in Sage Intacct
2025-01-28 13:00 - 14:00
Join us for an insightful webinar designed to help you harness the full power of financial reporting in Sage Intacct. Whether you’re a seasoned user or new to the platform, this session will provide valuable tips and strategies to elevate your financial reporting capabilities.

Learning Objectives

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

Recognize how to create and customize financial reports to meet specific needs

Review recommended practices for leveraging Sage Intacct’s advanced reporting

Recall tips for automating and streamlining reporting processes

For more information contact Bianca Granado.

CPE

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

View CPE sponsorship information

Can’t make the webinar?

Fill out the registration and you will receive an email with the webinar recording and slides following the event. Also, check out our event calendar to see what else is happening.

TogetHER presents By The Numbers
2025-01-28 14:00 - 15:00
Event details

Crowe Financial Services TogetHER is honored to host a special edition of the series “By the Numbers,” with insights by specialists from ITR Economics, the oldest continually operating private economic advisory firm in the U.S.

News headlines can sometimes be misleading, but during this event, ITR Economics specialists will cut through the media noise and remove the emotional inputs. Hosts Lyndsay Wornham and Lauren Saidel-Baker will review major economic news headlines and provide ITR Economics perspectives backed by a data-driven, apolitical, and unbiased approach.

During this special edition of the show, Lyndsay and Lauren will focus on the state of women in the financial services industry. Audience members will then be able to participate in a live Q&A with Lyndsay and Lauren.

After participating in this session, attendees will be able to:

Discuss data and top economic news of the day

Evaluate the data, cut through the noise, and make well-informed business decisions using insights learned from the economic analysis discussed

Identify the state of women in financial services and understand opportunities to advance women in the industry and shrink the wage gap

Who should attend?

Chief financial officers, chief accounting officers, controllers, treasurers, finance leaders, risk professionals, internal audit professionals, and others with a role in accounting and financial reporting

Presenters

Lyndsay Wornham, ITR Economics

Lauren Saidel-Baker, ITR Economics

Shannon Moskal, Principal, Crowe

Additional information

For additional information, please contact Allison Hill.

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 1.0 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

Optimize your procure-to-pay strategy with Coupa, NetSuite and RSM
2025-01-28 14:00 - 15:00
Event overview

We invite you to join our upcoming webcast, Optimize your procure-to-pay strategy with Coupa, NetSuite and RSM. This informative session will delve into the strategic synergy of Coupa, NetSuite and RSM. Whether you’re a seasoned professional or new to these tools, you will gain valuable insights to elevate your procure-to-pay operations.

Key takeaways:

Maximize efficiency and cost reduction: Learn how to streamline procurement processes, identify cost-saving opportunities and enhance supplier management through effective business spend management strategies.

Optimize integration: Discover best practices for seamless integration between Coupa and NetSuite, ensuring smooth workflows and financial data accuracy.

Explore real-world examples: Hear from active Coupa and NetSuite customers who have selected Coupa to enhance their NetSuite instance.

Presenters

Rachael Perry | Vice President of Finance & Operations | Stelexis Therapeutics

Amanda Guzowski | Global Procurement Manager | AppFire Technologies LLC

Andrew Petricone | National Coupa Practice Lead | RSM

Natalie Schmitt | Senior Account Executive | Coupa

Significant SALT Developments for 2024 and Predictions for 2025
2025-01-28 14:00 - 15:30
Event description

An overriding theme of the developments that we tracked from a state and local tax (SALT) perspective in 2024 related to the scope of the state tax authority. The world of administrative law experienced a dramatic shift with the U.S. Supreme Court’s June 2024 ruling in Loper Bright. Also, the interpretation of Public Law 86-272 continued to make news, with several developments focusing on the broader issue of how much power state tax authorities may have to interpret this federal law. The ability of taxpayers to utilize the state net operating loss attribute also received considerable attention in 2024. In California, many taxpayers are deeply concerned by the controversial chain of events that began with a decision by the Office of Tax Appeals in Microsoft, and continued with legislation reacting to the decision, leading to legal challenges to the legislation itself. While no state completely shifted its corporate income tax filing method regime from separate reporting to mandatory combined reporting this past year, Colorado and South Carolina enacted significant legislation addressing standards governing combined reporting filings. On this webcast, we will discuss significant SALT developments, assess predictions made in 2024 and outline expected key SALT developments for 2025.

Date and time

Tuesday, January 28, 2025

2:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Identify likely occurrences in the SALT world in 2025

List major state income tax and indirect tax developments during 2024

Analyze issues faced by state legislatures at the outset of the 2025 legislative sessions

What to expect from global financial services regulation in 2025
2025-01-29 09:00 - 10:00
There are two sessions for this webcast. Please register for your preferred slot.

Session one

29 January 2025 | 14:00 GMT; 09:00 EST | 1 hr

Register

Session two

12 February 2025 | 10:00 HKT; 13:00 AEDT | 1 hr

Register

The regulatory landscape is being shaped by a dynamic and increasingly fragmented world, where geostrategic tensions, political shifts, economic pressures, technological advancements and societal changes are all contributing to heightened uncertainty. While existing priorities continue to dominate regulators’ agendas, these factors have prompted shifts in emphasis.

In 2025, firms will need to address four overarching themes:

Increased fragmentation

Building resilience to external threats

Help delivering positive consumer outcomes

Managing risk in a changing environment

During this webcast, our Global Regulatory Network leaders will share valuable insights to help firms anticipate, navigate and prepare for these key regulatory themes.

This webcast will assist firms in:

Understanding emerging regulatory themes to effectively respond to the evolving environment

Identifying key areas to proactively prepare and adjust risk management, change management and governance frameworks

Better informing business strategy and recognizing opportunities to shape regulatory policy as governments consider mobilizing the financial sector to achieve economic objectives

Presenters

Christopher Woolard CBE

Partner, Financial Services Consulting, Ernst & Young LLP; EY UK FinTech Leader; EY Global Financial Services Regulatory Network Chair; EY EMEIA Financial Services Regulation Leader

Marc Saidenberg

EY Americas Financial Services Regulatory Lead, Principal US Financial Services Consulting, Ernst & Young LLP

Danielle Grennan

Associate Director, Regulatory and Public Policy, Ernst & Young LLP

Eugène Goyne

EY Asia-Pacific Financial Services Regulatory Lead

Keith Pogson

EY Global Assurance Leader, Banking & Capital Markets and EY Asia-Pacific Financial Services Senior Partner

2025 life sciences and health care outlook: Navigating key trends and challenges
2025-01-29 10:00 - 11:00
Life sciences and health care organizations appear to be expressing a positive outlook for 2025. There are also ways organizations can contribute even more toward health and well-being for all. Focusing on growth strategies, addressing uncertainties and competitive challenges, prioritizing health equity, investing in digital transformation and technology, and having a consumer focus are all likely to be important in the new year. We’ll discuss:

Potential changes and challenges in 2025

Key issues transforming the life sciences and health care ecosystem

Understanding of recent trends in how organizations are addressing health equity

Pillar Two Technical Series: Complex Structures, Reorgs, & GloBE
2025-01-29 11:00 - 12:00
Join us for an informative Pillar Two Technical Series session. In this webinar, we’ll explore the intricacies of Pillar Two planning, the challenges posed by complex structures and reorganizations (reorgs), and their impact on Global Anti-Base Erosion (GloBE) income. Our knowledgeable professionals will provide valuable insight and practical guidance to help you navigate these critical areas effectively.

Learning Objectives

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

Discuss the nuances of planning for Pillar Two.

Identify challenges of complex structures and reorgs.

Describe how complex structures and reorgs can impact GloBE income.

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.

Understanding Legal, Tax, and Valuation Considerations for MSO-PC Structures
2025-01-29 12:00 - 13:00
Managed Service Organization—Professional Corporation (“MSO-PC”) models are common in healthcare, particularly in states with laws prohibiting the corporate practice of medicine (“CPOM”). The popularity of such models has grown with the increased financial investment in healthcare enterprises. Founders and providers often face confusion regarding legal and regulatory requirements, tax implications, and determining the fair market value (“FMV”) of the various services within the MSO-PC structure.

Public sector power hour: Building sustainable futures for public sector entities
2025-01-29 12:00 - 13:00
Join us for an insightful one-hour webinar designed to equip public sector leaders with the knowledge and tools to develop comprehensive sustainability plans. As population dynamics shift, infrastructure investments grow and the need for efficiency increases, it is crucial for public sector entities to address these challenges proactively. We will discuss current economic, housing and population trends and explore strategies to make data-driven decisions to ensure a sustainable future.

Learning objectives:

Understand the key factors driving the need for sustainability planning in the public sector, including economic conditions, housing development and population shifts

Learn best practices for developing and implementing a sustainability system to enhance public sector programs

Gain insights into strategies to better lead and manage public sector entities proactively

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.

CPE credit: One (1) hour total credit

Level: Basic

Field of study: Finance (.5); Specialized Knowledge (.5)

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.

Maximizing Direct Pay Opportunities for Your Nonprofit
2025-01-29 13:00 - 14:00
Overview

Join us for an informative session on how your nonprofit can take advantage of the vast opportunities presented by the Inflation Reduction Act.

At the end of this session attendees will be able to

Articulate strategies for direct ownership and how it can benefit your nonprofit.

Compare third-party financing options to maximize your funding potential.

Interpret the reseller market and how to effectively navigate it.

Presenters

Peter Downing, CBIZAaron Fox, CBIZ

CPE CREDITS

Program DescriptionMaximizing Direct Pay Opportunities for Your NonprofitImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course, the attendee will be able to:Articulate strategies for direct ownership and how it can benefit your nonprofit.Compare third-party financing options to maximize your funding potential.Interpret the reseller market and how to effectively navigate it.Instruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudySpecialized Knowledge

of Kreston International Limited, a global network of independent accounting firms.

Navigating the Reconciliation Challenge: Daily Process Automation Tips
2025-01-29 13:00 - 14:00
Third-party delivery service providers (DSPs), while helping transform the restaurant sector by boosting revenue and broadening the customer base, come with distinct financial reconciliation hurdles stemming from inconsistencies among delivery platforms, bank transactions, and point-of-sale systems. This requires restaurants to devise a process to efficiently and effectively reconcile this data daily, often involving resource-intensive reconciliations completed in Excel, where the majority of time is spent extracting and matching the transactions, with much less time spent on researching issues. Due to this, many restaurants are investing in solutions that streamline and automate the financial reconciliation process. Join Forvis Mazars and Trintech for an informative webinar as restaurant leaders recount their transition from manual to automated methods and share their experiences.

Learning Objectives

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

Identify opportunities and advantages/ROI associated with automating the reconciliation process and building a business case.

Discuss automation strategy and the biggest considerations when implementing the strategy.

Describe data bottlenecks and challenges, and identify measures that organizations can take to prepare for automating reconciliations.

Recognize the insights gained from executing an automation strategy and the subsequent steps that can be taken.

Also hosted by:

CPE Information

1.00 CPE Credit (pending approval)

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

2025 Tax Strategies for Health Care Leaders
2025-01-29 13:00 - 14:00
Join us for our webcast, 2025 Tax Strategies for Health Care Leaders, designed to help you prepare for 2025 tax strategies under the new administration. You’ll learn insights to reduce your tax burden in 2025 and more.

We’ll address:

Trends in public oversight of private equity backed investments in health care

Insights on how tax consequences are critical to ongoing operations as well as the M&A markets

Tax reform proposals promoted by President Trump

Tax credits and incentives available for health care and health tech organizations

Proposed changes to the interest deduction limitation rules from the Tax Cuts and Jobs Act (TCJA) which currently costs many health care organizations millions of dollars each year, particularly among venture capital- and private equity-backed companies

Accelerating Your Mission With Nonprofit Financial Reporting
2025-01-29 14:00 - 15:00
With all the great work your nonprofit does, how do you track and show it? How do you quickly and clearly validate, quantify, and report on the outcomes of your activities? Thousands of nonprofit finance leaders are accelerating their mission with real-time financial reporting and dashboards in Sage Intacct to help demonstrate success to donors and stakeholders.

In this one-hour webinar, you’ll learn what is driving forward-thinking nonprofits to place a strong emphasis on outcome metrics and how to access them efficiently through real-time reporting and dashboards.

Learning Objectives

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

Outline how quick and easy it is to get the real-time reports and visibility you need in a live demo of Sage Intacct.ed upon verification of participant attendance, during live broadcast.

Explain how to replace Excel-based processes with real-time, custom reports and dashboards.

Discuss how to achieve anytime, anywhere access to financial information.

Describe how to easily track, manage, and analyze grants, funds, budgets, expenses, and cash flows.

Remediation of significant deficiencies and material weaknesses
2025-01-29 14:00 - 15:00
Event overview

For companies facing challenges with their internal control environment or new to the public company ecosystem, identifying and remediating significant deficiencies or material weaknesses in financial reporting requires a strategic approach.

While people and processes remain critical components of effective internal control environments, technology is increasingly emerging as a root cause of internal control challenges. With the U.S. Securities and Exchange Commission recently issuing new cybersecurity disclosure rules, the risks and reporting requirements from a technology perspective are greater than ever before.

Join RSM US LLP’s webcast on Wednesday, Jan. 29, for an in-depth exploration of best practices and case studies for remediating significant deficiencies and material weaknesses in financial reporting. Our panelists will discuss strategies to address technological root causes and provide insights on complying with the SEC’s new cybersecurity disclosure requirements to help minimize your remediation efforts.

Update on Enforcement Actions in the Professional Services Industry
2025-01-29 14:00 - 15:00
Event description

Discover the latest insights into enforcement actions and trends impacting the professional services industry in our upcoming webcast, hosted by specialists from our risk advisory practice. In this webcast, we’ll guide you through today’s evolving regulatory landscape and its impact on professional services companies, including law, accounting, consulting and engineering firms. Gain insights and practical strategies for mitigating the risk of regulatory violations as well as best practices for maintaining compliance. Don’t miss this opportunity to earn 1 hour of CPE credit while learning to stay ahead of the curve and safeguard your firm’s reputation and operations.

Date and time

Wednesday, January 29, 2025

2:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Describe measures that can be taken to mitigate the risk of regulatory violations.

Identify regulatory trends specific to the professional services industry.

Cite recent enforcement actions that have occurred in the professional services industry.

AI for auditing: Get on board or get out of the way
2025-01-29 14:00 - 15:00
Description:

Join us for an insightful session exploring the current state of AI adoption in audit and the potential transformative impact of AI on the audit profession. Learn about the different flavors of AI technology and how to pick what’s right for your audit program. Whether it’s leveraging off-the-shelf tools like Microsoft’s Copilot and white-label ChatGPT, or investing in audit management solutions like AuditBoard, you’ll learn realistic tips for incorporating these into your work in areas such as developing your audit program, walkthrough preparation, and reporting. This session is essential for auditors and professionals keen to stay ahead in a rapidly evolving industry.

Learning Objectives:

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

Describe how the audit industry is adopting AI.

Differentiate AI technologies and solutions through examples.

Select the right AI technologies with realistic tips for incorporating them into your environment.

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.

Thank You to our Speaker from KPMG LLP!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!nsights to help elevate your organization’s performance. Register Now to earn free CPE credits!

Registered funds reporting and regulation for 2025
2025-01-29 14:00 - 15:30
Our panel of professionals will discuss the following topics:

Legislative tax update

SEC regulatory update

Accounting and financial reporting update

Moderator:

Christopher Doyle, Partner, Financial Services Organization, Ernst & Young LLP

Panel:

Mary Stephenson, Partner, Financial Services Organization, Ernst & Young LLPMEIA Economists Unit Head

Ryan Abraham, Principal, Washington Council EY, Ernst & Young LLP

Veronika Dinkov, Partner, Financial Services Organization, Ernst & Young LLP

Jennifer Jansen, Senior Manager, Financial Services Organization, Ernst & Young LLP

Amy Snyder, Partner, Financial Services Organization, Ernst & Young LLP

Staying Ahead in 2025: Essential Insights for Navigating State and Local Tax Changes
2025-01-29 15:00 - 16:00
New sales tax regulations and compliance challenges are emerging for 2025—adding complexity to the advisory and support services that firms provide. As trusted advisors, accounting firms play an essential role in helping your clients prepare to comply with the regulations and also bringing awareness to the power of the advanced tax technologies that enhance compliance and minimize audit risk.

In this webinar, tax practitioners and technologists will dive into the latest developments in sales and use tax legislation and highlight how litigation is shaping the way businesses operate. You’ll learn how accounting firms are using automation and tax analytics to simplify compliance, streamline processes, and provide invaluable business insights that benefit their clients.

Learning objectives:

Recall how tax analytics and advisory services are providing deeper business insights for clients.

Recognize post-election emerging regulatory changes expected to impact businesses in 2025.

Identify trends in audit and enforcement to help reduce clients’ risks.

Distinguish the variety of ways automation and tax technology are enabling more strategic sales and use tax strategies.

GASB Update for Hospitals: What’s on the Horizon for 2025?
2025-01-30 11:00 - 12:00
Join us for an informative webinar, where our experienced healthcare professionals will share insights on what governmental hospitals and health systems should be thinking about in 2025.

Learning Objectives

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

Discuss new accounting pronouncements issued by GASB.

Describe emerging industry updates and insights.

Identify items hospitals and health systems should consider for calendar-year 2025.

CPE Information

1.00 CPE Credit (pending approval)

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

Virtual Health Care Day series: Transform your tomorrow by embracing innovation
2025-01-30 13:00 - 14:00
Event overview

In an era of transformative change in health care, staying at the forefront of innovation is essential to driving growth, building sustainable operations and maintaining a competitive edge. The next session in our Virtual Health Care Day series delves into the latest trends in health care innovation, from advanced analytics and artificial intelligence to cybersecurity. This series explores cutting-edge strategies and technologies designed to help organizations thrive in a rapidly evolving landscape.

Live 1 p.m. EST: Navigating the digital transformation journey

Navigating the digital transformation journey

Jan. 30, 2025, 1–2 p.m. ESTOne CPE credit available for eligible live participants

Discover how health care leaders are embracing innovation through cutting-edge technologies and AI to drive digital transformation. Join chief information officers and chief information security officers as they explore key strategies and governance frameworks, and discuss the challenges they’ve faced on the path to digital excellence. This live panel will provide actionable insights for integrating innovation while maintaining a robust governance structure.Learning objectives:

Identify key strategies for health care digital transformation using new technologies and AI

Explore governance frameworks that balance innovation with security

Examine challenges and solutions in health care digital transformation

Please note: CPE credit is only available to live participants of this webcast.

CMMC readiness: Insights and Lessons learned from industry leaders
2025-01-30 13:00 - 14:00
The Department of Defense’s (DOD’s) Cybersecurity Maturity Model Certification (CMMC) builds upon the security controls outlined in NIST 800-171. Whether your organization already meets these baseline NIST criteria, or you’re just beginning to build a foundation, adequate preparation for CMMC will require significant time and resources. This webinar will feature client experiences from those that have successfully prepared for CMMC. Baker Tilly CMMC specialists and our client panel will share key lessons learned, insights from their CMMC journey thus far and key takeaways from their assessment experiences.

Key learning objectives

After attending this webinar, participants will be able to:

Discuss the steps involved in a successful NIST 800-171 implementation and/or CMMC readiness

Explain how the scope will impact your assessment and preparations

Identify key takeaways and lessons learned to determine where to best allocate your preparation time

State next steps and focus areas after successfully completing your CMMC readiness activities

Who should attend?

Government contractor CFO, CIOs, compliance and security officers, contracts executives and procurement professionals that need to be aware of CMMC and/or are assisting in the preparation for certification.

Meet the presenters

Matt Gilbert, CISA, CRISC, CMMC Principal, Risk Advisory Baker Tilly

Jacob Stroupe, CISA Manager, Risk Advisory Baker Tilly

Amit Reizes, P.E., CISSP, MBA Director IT Security, Governance, Risk & Compliance Johnson Controls Federal Systems

Nari Thouda Chief Information Officer Johnson Controls Federal Systems

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.

CPE credit: One (1) hour total credit

Level: Basic   Field of study: Specialized Knowledge CPE host: Lindsay Pruette

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.

Risk Factors Webcast | 2025 Risk and Regulatory Outlook
2025-01-30 13:00 - 14:00
Webcast overview

The year 2025 is poised to be a pivotal year for risk and regulatory changes. This shift will be driven by a new administration, changes in agency leadership, and an expansion of regulatory divergence. While companies may aim to navigate through these changes, it’s crucial to stay alert to new, emerging, and downstream risks, even as there is a push to reduce regulatory burden. – Amy Matsuo, Principal and Leader, KPMG Regulatory Insights

Join us for our latest episode of Risk Factors to discuss the 10 key regulatory challenges for 2025, featuring a discussion with a few of our National Leaders:

Amy Matsuo, KPMG’s US Regulatory Insights Practice Leader and

Anand Desai, Financial Services Risk Line of Business Leader

Moderated by Joy St. John, Financial Services Third-Party Risk Management Leader

We will cover topics such as:

Regulatory divergence

Trusted AI and systems

Cybersecurity and information protection

Evolving landscape of financial crimes

Identifying and mitigating fraud and scams

Fairness and consumer protection

Financial and operational resilience

Third parties and providers

Strengthening governance and controls

Navigating the regulatory impact on markets and competition

Continuing education

There will be one continuing professional education (CPE) credit available to US 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.

Crowe Not-for-Profit and Government Summit 2025
2025-01-30 13:30 - 16:15
Event details

Join us virtually for an insightful exploration of key issues for the not-for-profit and government sectors. This year’s Crowe Not-for-Profit and Government Summit will feature a keynote address from our AI leader and a series of breakout sessions tailored to specific industry needs, including audit, tax, and consulting.

This event is designed to foster collaboration, share cutting-edge strategies, and provide actionable insights. Whether you want to gain knowledge, connect with peers, or explore innovative tools, there’s something valuable for everyone.

Who should attend?

CEOs, CFOs, COOs, finance directors, tax managers, accountants, controllers, board and trustee members, general counsel, system directors, comptrollers, and administrators in government, healthcare, higher education, Public & Private Foundations, public charities, associations, and other NFP organizations.

Additional information

For additional information, please contact Crowe Meetings & Events.

Continuing professional education

Prerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Webinar (Group internet based)Field of study: Information technology and specialized knowledge

This session is recommended for up to 2.5 hour(s) 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

Tariffs and Trade: Navigating Potential Policy Changes in 2025
2025-01-30 14:00 - 15:00
Join us for an insightful webcast as we explore the evolving landscape of tariffs and trade policies in 2025. With global markets becoming increasingly interconnected, understanding the potential changes in trade regulations is crucial for businesses aiming to maintain a competitive edge.

Whether you are a business leader, financial analyst, or involved in supply chain management, this webcast will equip you with the knowledge to navigate the complexities of global trade in 2025. Don’t miss this opportunity to stay ahead of the curve and ensure your business is prepared for the future.

Please take a moment to complete this survey before the webcast. Your confidential feedback will inform our presentation, allowing us to address key insights and foster a more engaging conversation.

2025 tax-planning insights for higher education leaders
2025-01-30 14:00 - 15:00
In today’s complex tax environment, higher education institutions face unique challenges and opportunities, and it can be difficult to know where to focus. Our webinar is designed to equip leaders at colleges and universities with the knowledge and strategies needed to address current and emerging tax regulations and navigate an ever-changing IRS. Tax practitioners will walk through what they’ve learned from recently completed examinations and provide best practices for minimizing risk of being chosen for examination.

By the end of this webinar, participants will be able to:

Learn how the IRS appropriations are being used to bolster communication with taxpayers and enforce compliance through examination.

Understand how updates to the IRS’ infrastructure and filing system may impact required federal tax compliance.

Learn how to avoid errors in reporting of payroll and vendor compliance that can increase the likelihood of being picked for examination.

Learn about the impacts of recently released IRS technical guidelines and other legislative updates impacting universities and colleges.

Understand recent updates relating to NIL Collectives and the reporting of taxable income to individuals.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org
