India Prospective 2025
2025-02-05 11:00 - 12:15 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

This webcast will offer a detailed look into India’s rapidly evolving economic landscape, which is expected to be the fastest growing major economy in 2025. We will cover the recent economic developments, a deep dive into the Union Budget 2025, the announcements, and their implications for companies doing business in India. This is an excellent opportunity to get on-the-ground perspectives from industry leaders on opportunities for US companies interested in the Indian business landscape.

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.

CPE credit is not available for viewing webcast replay.

Consumer Markets Hot Topics Webcast
2025-02-05 13:00 - 14:00
Join PwC’s Consumer Markets leaders as they explore the pivotal trends and topics shaping the industry in 2025. From business model reinvention and AI-driven innovation to navigating tariffs and next-generation customer experiences, our leaders will provide actionable insights to help businesses navigate disruption and seize new opportunities.

Presenters:Ali Furman, Carla DeSantis, Jeanelle Johnson, Jonathan Kletzel, Kelly Pedersen.

Who should attend: Consumer markets leaders in strategy, operations, HR, and finance.

CPE Credit: 1.0

Quarterly government services webcast series - Winter 2025
2025-02-05 13:00 - 15:00
Event overview

Join us for a dynamic series of webcasts designed to address the unique challenges and opportunities facing government organizations. Led by RSM industry professionals, these sessions will provide practical solutions and forward-thinking strategies to help your organization navigate today’s complexities. Whether it’s compliance, funding or technology, this series is your gateway to innovation and success in government operations.

For our first session of 2025 we will host a dynamic panel discussion, “The intersection between AI and cyber: The citizen experience.”

Current Trends in ESOP’s
2025-02-05 14:00 - 15:15
Attend this webinar to:

Apply ESOP’s to advanced estate and gift planning.

Recognize where, why, who and how an ESOP provides value to business owners from an economic, philosophical and financial perspective

Identify key differences between 4 common liquidity, succession options.

2025 Internal Audit Success: Navigating Challenges and Opportunities
2025-02-05 16:00 - 17:00
This course covers key hot topics and risk considerations for a comprehensive internal audit program, including SOX, cybersecurity, AI risks and a comparison between the traditional in-house staffing model vs. the out-sourced or co-sourced models.

Learning Objectives:

• You will be able to identify key hot topics and risk considerations for a comprehensive Internal Audit and SOX program.

• You will be able to identify the types of specialists and competencies often needed to support internal audits.

• You will be able to differentiate between the traditional, out-sourced, and co-sourced Internal Audit models.

Tax Policy Trifecta: Outlook for Tax-Exempt Organizations in 2025
2025-02-05 16:00 - 17:00
Webcast overview

As the United States transitions to a new Administration that has promised significant tax changes, there is uncertainty around how major tax legislation will affect tax-exempt organizations. What should tax-exempt organizations watch for as the new Congress begins work?

KPMG LLP invites you to attend a 60-minute webcast that will discuss the implications of a new Administration in the White House and Congress from a tax-exempt perspective.

Presenters from the KPMG Washington National Tax office will cover top-of-mind topics, including:

An overview and Capitol Hill perspective of the new Administration and Congress

What this means for tax-exempt organizations

Specific changes expected on the topic of IRA Tax Credits

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.

Private Equity & Private Capital Quarterly Tax Update – Q1 2025
2025-02-06 11:00 - 12:15
Join the EY Private Equity & Private Capital webcast for a Q1 2025 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends impacting the private fund industry and private equity (PE)-backed firms. The session will also explore global political developments, the current economic landscape, and emerging marketplace and transaction trends.

Topics include:

Global “radar screen”s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

Tax legislative outlook

PE global macro trends

Global tax developments

PE fund professional considerations

Transaction and restructuring update

2025 Power, Utilities and Renewables Outlooks
2025-02-06 12:00 - 13:00
Power, utilities, and renewables companies face surging power demand amid increased demand from data centers, reshored manufacturing, economywide electrification, and new decarbonization technologies. 2025 may be defined by a race to fill the gap between supply and demand for energy—especially clean energy. We’ll discuss:

Carbon management through carbon removal and offset strategies

How industrial policy goals can help support cleantech manufacturing, AI, and carbon industries advancing clean energy

Resource reconfiguration to meet data center needs while leveraging AI

Technological innovation in nuclear, 24/7 renewable technologies, and distributed energy resource management

Workforce development to overcome skill gaps and hiring difficulties

2025 Kickoff: Tax Policy Predictions & Legislative Phaseouts
2025-02-06 12:00 - 13:00
With the 2024 elections in the rearview mirror, join Forvis Mazars for an informative webinar as we share insights regarding the 2025 tax policy landscape forming in the newly elected Congress and provide ways to plan for possible phaseouts of significant tax legislation.

Learning Objectives

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

Recognize the new political setting and its potential impacts on impending legislation.

Discuss scheduled tax legislative phaseouts and how to plan for them if not extended by Congress.

CPE Information

1.00 CPE Credit (pending approval)

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

Alternative funds and regulation for 2025
2025-02-06 12:00 - 13:30
During this webcast, panelists will discuss the latest developments impacting alternative funds.

Discussion topics include:

Accounting and financial reporting update

Tax update

Securities and Exchange Commission (SEC) regulatory update

Moderator:

Heather Hays Lucas, Partner, Financial Services Organization, Ernst & Young LLP

Panel:

Mary Stephenson, Partner, Financial Services Organization, Ernst & Young LLP

Ray Beeman, Partner, Principal and Leader, Washington Council Ernst & Young

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

Niall Kiely, Partner, Financial Services Organization, Ernst & Young LLP

Amanda Sharlach, Partner, Financial Services Organization, Tax, Ernst & Young LLP

Preparing for a Transformative Tax Season
2025-02-06 13:00 - 14:00
As we take a retrospective look at the previous tax season, participants are encouraged to identify what went well and what could be improved. This foundation will be crucial for implementing new strategies this tax season.

Learning Objectives:

Assess last tax season’s performance and identify actionable areas of improvement.

Identify ways to be proactive and optimize tax season processes.

Register today!

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Personnel/Human Resources – Non-technical

Prerequisites: NoneThis course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).

Future-Ready Construction: Harnessing Technology
2025-02-06 14:00 - 15:00
As the saying goes, the only constant in life is change—and this is certainly true when it comes to construction technology. Join our insightful webinar to explore the pivotal role of a forward-thinking CFO in the construction industry. Discover how a CFO’s leadership in implementing construction technology can play a leading role in transforming your business.

Learning Objectives

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

Describe what it means to be a forward-looking CFO in the construction industry.

Evaluate whether your organization exemplifies best-in-class characteristics.

Recognize how to leverage construction technology and data to influence decisions.

Employ strategies to elevate your role and enhance business outcomes.

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.

Annual R&D Tax Credit Update
2025-02-06 14:00 - 15:00
Research and development (R&D) credits can be a valuable tool for innovative organizations. However, the rules surrounding R&D tax credits can be complex and are continuingly changing at the federal and state level.

Join our complimentary webinar to learn how the latest R&D developments may impact your organization, including the important change to research expensing under IRS code Section 174.

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

Recognize what activities and expenses qualify under the R&D credit rules

Describe how the credit can be applied against income and payroll taxes

Discuss how recent judicial and legislative developments impact the credit

Recognize the impact of the Section 174 capitalization requirement

Who should attend

This session is designed for leadership and finance professionals in all industries looking to take advantage of potential tax savings with R&D credits.

CPE

Recommended CPE: 1 credit, TaxesPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information.

Building a resilient TPRM program with AuditBoard
2025-02-06 14:00 - 15:00
Event overview

Join us for an insightful webcast as we reflect on the key events, trends, and challenges in third-party risk management throughout 2024. We’ll explore how organizations leveraged AuditBoard to navigate these developments, addressing both opportunities and obstacles with agility. Discover the transformative benefits of AuditBoard’s TPRM capabilities, from driving operational efficiency to delivering actionable insights. Learn how the tool empowered organizations to optimize their risk management strategies and seamlessly integrate its functionalities into their broader governance frameworks. Don’t miss this opportunity to gain valuable perspectives on maximizing the potential of AuditBoard for your TPRM program in the year ahead.

Learning objectives

Analyze the major events and trends in third-party risk management during 2024 and their impact on organizations.

Describe how organizations can utilize AuditBoard to address challenges, capitalize on opportunities, and enhance third-party risk management processes.

Discuss the key benefits and efficiencies AuditBoard delivers, including improved risk identification, monitoring, and reporting.

Develop actionable takeaways to address emerging third-party risks and improve resilience in the year ahead using AuditBoard.

Presenters

Grant Gucker | Supervisor, Risk Consulting | RSM US LLP

Jonathan Juchtman | Supervisor, Security and Privacy Risk Consulting | RSM US LLP

Navigating the New Administration’s Key Trade Policies
2025-02-06 14:00 - 15:00
Webcast overview

Join us for an insightful webinar hosted by KPMG LLP (KPMG), where leaders from the Trade & Customs practice delve into the latest developments in international trade under the Trump 2.0 Administration, and using transactional trade data to develop your tariff strategy.

This comprehensive session will focus on tailoring your tariff mitigation strategies through data, and will cover:

Overview of recent trade actions and tariff implementations:Gain a clear understanding of the Trump Administration’s recent trade measures, including specific tariff changes and their intended goals..

Assessing the impact and data modeling:Explore where and how to get refreshed data to assess the impact of existing and future tariffs. Using data to model potential tariffs and inform supply chains actions.

Scenario planning – Customs value case study:Identify data that can help make more informed customs valuation decisions based on acceptable appraisement method, including “what if” planning for inventory movements and other ‘non-sale’ transactions..

Developing a tariff playbook:Learn to develop and document strategies that importers can implement to across supply chains and mitigate the financial and operational impacts of these tariffs.

Refreshing your strategy for future trade actions and policy shifts:Stay informed about potential future trade actions, policy shifts and other indicators. We will share insights into what businesses can expect moving forward under the evolving trade landscape and how to refine your strategies for an increase in positive outcomes.

Don’t miss this opportunity to equip yourself with the knowledge and strategies needed to succeed in today’s complex trade environment.

Tax in a time of transition
2025-02-07 12:00 - 13:00
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations.

Join us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic, legislative and regulatory environment. In this regularly occurring webcast series, panelists will provide updates on:

The US economy and tax policy

What’s happening at the IRS

Breaking developments

We hope you will be able to join us.

Presenters

Colleen O’Neill

EY US National Tax Department Leader

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

Preventing financial crisis & navigating debt covenants in 2025
2025-02-07 14:00 - 15:00
In today’s challenging senior care and living environment, financial stability is paramount. Join us for an insightful webinar designed to help senior living providers safeguard their financial health by understanding and navigating the complexities of debt covenants.

Learning objectives:

Learn how to identify the early indicators that your organization is at risk of violating lending covenants.

Discover which operational and financial levers you can pull to maintain stability and when to act.

Identify an actionable roadmap to achieve long-term financial success.

Explore innovative strategies to generate additional revenue streams and strengthen your financial position.

Presenters:

Jason Ghia, assurance partner, Plante Moran

Steve Przybilla, corporate real estate principal, Plante Moran

Mike Mason, Old National

Pat McCormick, management consulting partner, Plante Moran

Moderator:

Robert Long, management consulting partner, Plante Moran

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.

Navigating 2025 taxes and tariffs: Insights for Texas manufacturers
2025-02-10 14:00 - 15:00
Event overview

Donald Trump’s second term as president, supported by Republican majorities in Congress, is expected to bring significant shifts in the tax and trade landscape—changes that could have a direct impact on Texas manufacturers.

Key developments include the expiration of provisions under the Tax Cuts and Jobs Act at the end of 2025, alongside new tax proposals introduced during the campaign. Additionally, the administration has signaled an aggressive approach to trade and tariff policies, which could lead to increased tariffs, disrupted supply chains and heightened costs for importers.

To help you navigate these changes, we invite you to join our exclusive webcast tailored specifically for Texas manufacturers. Our industry advisors will break down the potential impact of these policies and share practical strategies to help your organization mitigate risks and prepare for the future.

NetSuite & the Price of “No-Cost” Business Tools
2025-02-11 11:00 - 12:00
While low- or no-cost software solutions may seem attractive initially, they often come with hidden costs and limitations that can impact your business in the long run. Join us for an eye-opening discussion on the total cost of ownership (TCO) for enterprise resource planning (ERP) systems, including the hidden costs of change and “no-cost” solutions. We’ll explore how choosing a best-fit ERP system can actually help save resources while providing scalability, security, and comprehensive functionality for your organization.

Learning Objectives

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

Recognize how to evaluate the TCO when choosing between paid and low-cost ERP options.

Compare key features and limitations between NetSuite and alternative solutions.

Identify potential risks and long-term implications of choosing an inefficient business system.

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.

What India’s 2025-26 Budget could mean for its economy
2025-02-11 11:00 - 12:00
The presentation of India’s annual Budget by the Finance Minister on February 1, 2025, comes amidst ongoing growth-oriented reforms that have been introduced over the past few years. The Budget is expected to focus on boosting public spending, fiscal consolidation, fostering investment-driven growth, and incentivizing private sector investments. Tax policy is expected to continue to focus on simplifying the tax system, reducing tax disputes and litigation, and enhancing taxpayer services and certainty.

Join us for this webcast, during which our senior EY tax and policy professionals will help decode the fine print of the 2025-26 India Budget, covering direct tax and indirect tax proposals as well as macroeconomic and policy announcements.

Panelists

Sameer Gupta, Partner and Tax Leader, Ernst & Young LLP (India)

Pranav Sayta, Partner and Leader – International Tax and Transaction Services, Ernst & Young LLP (India)

Uday Pimprikar, Partner and Leader – Indirect Tax, Ernst & Young LLP (India)

Moderator

Jonny Lindroos, Partner, National Tax – International Tax and Transaction Services, Ernst & Young LLP (US)

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

State of Generative AI in the Enterprise Q4
2025-02-11 12:00 - 13:00
Since Deloitte published the State of Generative AI in the Enterprise quarterly report series in January 2024, we’ve seen the pace of Generative AI (GenAI) adoption continue to move rapidly. In the final edition of the report, we see business leaders zeroing in on how GenAI can help them achieve their goals and generate the future of their organization. We’ll discuss:

The rising interest and development of Agentic AI

Barriers hindering deployment of GenAI tools

GenAI scaling varying across business areas

Sustainability reporting: US landscape
2025-02-11 13:00 - 14:00
Webcast overview

In this webcast, sustainability reporting specialists from our Department of Professional Practice discuss the US regulatory landscape with a focus on California’s climate laws.

Applicability

All US companies and others doing business in California

Event contents

Effective dates

Scope

GHG emissions

Climate risks

Carbon credits

A Business Case for Insurers: Approaching Sustainability
2025-02-11 13:00 - 14:00
Event details

Insurance carriers can consider sustainability in much the same way they consider other risks.

In this webinar, Crowe specialists will explore key factors shaping sustainability within the industry, including implications of effective capital and risk management, evolving regulations in domestic and international markets, and the growing preferences of investors and stakeholders. They will also examine the regulatory landscape, highlighting the impacts of European regulations on U.S. firms and facts that might influence future developments.

You should leave this session with the ability to:

Describe what sustainability means for your insurance business

Assess how regulators think about sustainability and what it might mean for future regulations

Demonstrate practical actions firms can take to foster a culture of sustainability

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 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

Who should attend

Board members, chief accounting officers, chief audit executives, chief compliance officers, chief executive officers, chief financial officers, chief operations officers, chief risk officers, chief strategy officers, compliance executives, executive directors, finance directors, finance executives, financial operations executives, financial reporting directors, internal audit directors, internal audit professionals, justice and public safety officials, managing directors, managing partners, operating partners, operations executives, and risk executives

Presenters

Heather Gagnon, Managing Director, Consulting, Crowe LLP

Dan Spreckley, Consulting, Crowe UK

Additional information

For additional information, please contact Jonathan Losey.

GASB 87 & 96 Audit Preparation Roundtable: Streamline Your Compliance Journey
2025-02-11 13:00 - 14:00
Learning Objectives

Understand the key requirements of GASB 87 & 96 and its implications for lease accounting audits.

Learn best practices for data collection, lease classification, and internal controls.

Enhance your understanding of effective communication and documentation strategies for successful audits.

Gain insights into the latest industry trends and developments in GASB lease accounting.

Bridging the Gap: Leveraging the New Internal Audit Standards to Elevate Value and Cross-Functional Collaboration
2025-02-11 14:00 - 15:00
The Details

Earlier this year, the Institute of Internal Auditors released updated standards to reflect a greater emphasis on internal audit quality, strategy, use of technology, and cross-functional collaboration. The IIA hopes that compliance with the new standards will foster an integrated risk management and compliance approach that strengthens resilience and aligns organizations with best practices. This shift toward deeper collaboration across departments creates a foundation for a more unified and effective risk management strategy.

Please join members of our CohnReznick Risk Advisory team and internal audit leaders as they explore the impact of the updated standards and the potential value that adoption of the new standards can drive across organizations in terms of improved communication, streamlining processes, and creating a cohesive response to emerging risks.

Topics to be discussed include:

An overview of the key changes to the IIA standards and their impact on your organization

How aligning internal audit, risk management, and compliance strengthens governance and creates a holistic view of risk

The strategic role of internal audit in facilitating communication and collaboration between departments

Strategies for implementing cross-functional practices that drive compliance efficiency, transparency, and stronger risk management

Tools and frameworks that support cross-functional communication

Advantages of adopting the IIA standards

Live webinar participants are anticipated to qualify for 1 CPE credit in the Information Technology field of study.

Real Estate and Construction Essentials: Navigating tech, AI, and analytics trends
2025-02-11 14:00 - 15:00
As a leader in the construction and real estate industries, you’ve navigated a lot of change in the last few years. Whether you’re looking for a technical tax update or the latest in business analytics trends, we’re here to help. Hear from our nationally recognized construction and real estate experts on the essentials you need to know to keep growing your business. Register now.

Learning objectives:

Describe the technology landscape and how to differentiate it.

Understand the buying process and know what questions to consider.

Learn how to maximize your investment by taking advantage of current systems and protecting yourself from the constant change of the vendor landscape.

Understand the current AI outlook and proactive solutions for the near future.

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

IPO audit readiness for technology companies: Key steps for a successful transition
2025-02-11 14:00 - 15:00
Event overview

For technology companies, embarking on the journey to go public requires thorough preparation, especially when it comes to audit readiness. This webcast will guide you through critical steps to ensure your financial reporting, internal controls and compliance processes are IPO-ready.

Our audit and IPO readiness technology industry leaders will share insights on aligning with regulatory requirements, navigating common challenges, and positioning your organization for a smooth and successful IPO process. Additionally, we’ll explore the importance of directors and officers (D&O) insurance as part of your risk management strategy to protect leadership during and after the IPO process.

Presenters

Benjamin Shappell | Partner, Technology Assurance Leader | RSM

Rob McDonald | Partner, Technology Tax Leader | RSM

Justin Krieger | Business Development Director | RSM

Mike Korzonkiewicz | Financial Consulting Partner, Public Company Solutions | RSM

Jennifer A. Sharkey | National Managing Director and Northeast Regional President,Executive & Financial Risk Practice | Gallagher

Micro-Captive Final Regulations: Implications for Dealers
2025-02-11 15:00 - 16:00
On January 14, 2025, the IRS published final regulations on micro-captive transactions. The updated regulations are pertinent to automotive dealerships and other organizations that leverage reinsurance entities. Join Forvis Mazars for a CPE-eligible webinar to understand the history of the micro-captive rules, gain insights into the final regulations, and learn how to implement the regulations for your dealership. Those participating in an automotive F&I reinsurance entity should understand how these newly finalized regulations may impact their business and potentially create new or additional reporting requirements depending on how their arrangement is classified by the IRS.

Learning Objectives

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

Recognize the original proposed micro-captive regulations and the history of the IRS’ stance on these types of entities.

Identify and understand the newly finalized regulations and how micro-captive entities are classified by the IRS (listed transaction, transaction of interest, or exempt from the regulations under the Seller’s Captive exception).

Apply final regulations to micro-captive entities to help comply with applicable reporting requirements moving forward.

CPE Information

1.00 CPE Credit (pending approval)

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

Industry Outlook 2025: Industrial Products and Construction
2025-02-12 11:00 - 12:00
2025 is anticipated to be significant as the impact of industrial policy and strategic spending on industrial products and construction organizations is monitored. New opportunities and challenges could affect growth ambitions. How can companies stay ahead? We’ll discuss:

Milestones and developments to watch in 2025

Sector-by-sector outlooks on trends affecting key markets

Insights on how technology, talent, supply chains, and aftermarket services could shape the industry

2025 financial services regulatory outlook
2025-02-12 12:00 - 13:00
Navigating regulatory change in 2025? Join us as we cover how business, consumer, and technology developments will likely affect the financial services industry in the United States; regulations governing its key activities; and steps organizations can take in response. We’ll discuss:

The impact of legislation and regulation on the performance of functions of financial services organizations

Sector-specific regulatory outlooks, including banking, capital markets, investment management, and insurance

The US election’s impact on financial services policy

Legislation and proposed and final regulations affecting US financial services organizations
