Legal Entity Rationalization: Income Tax Considerations of U.S. Intercompany Debt Cleanup
2025-03-17 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

This webcast is designed to showcase certain U.S. federal, state, and local income tax issues related to intercompany debt cleanup in connection with Legal Entity Rationalization (LER) projects. Come prepared to learn where potential traps may be hidden when unwinding intercompany debt and how to avoid unintended tax consequences.

Join us for this instructive TaxWatch webcast where our M&A and SALT Tax professionals discuss the complexities of unwinding intercompany debt during an LER project, along with strategies to preserve valuable tax attributes.

We plan to cover:

Characterization/recharacterization of intercompany debt and the related risks

Debt at liquidating entities

Key SALT Planning with intercompany debt

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.

Internal Audit 2025: Five Internal Audit Priorities for the Year Ahead
2025-03-18 11:00 - 12:00
Description:

After 5 years of perpetual risk-induced disruption, internal auditors are positioning for success in the 2nd half of the 2020s. But 2025 is ushering in more disruption and uncertainty. Join Richard Chambers for an AuditBoard webinar focused on the state of the profession in 2025, challenges and opportunities internal auditors that lie ahead, and five critical initiatives that should be prioritized for the coming year.

Learning Objectives:

Explore key takeaways for internal auditors from the major events of the past year.

Discuss the top challenges and opportunities that lie ahead in 2025.

Plan for the coming year by exploring five priorities to successfully navigate the risks and opportunities that await.

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.

Q1 2025 Quarterly Outlook
2025-03-18 11:30 - 13:00, 2025-03-19 14:30 - 16:00
Webcast overview

In this webcast, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term.

Applicability

All companies

Event contents

Recent SEC and FASB developments

The latest on sustainability reporting

Accounting standards effective in 2025

*CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and responding to live check-ins. Since the content for the March 18 and 19 sessions will be the same, participants are only eligible to receive CPE for attending one session.st replay.

Cybersecurity & Ransomware Are Everyone’s Problem
2025-03-18 12:00 - 13:00
Summary

Cyber and ransomware attacks are no longer a distant threat for companies, they’re an escalating reality for many organizations and have broad impacts on teams across those companies affected – and working together to prepare is critical.

In this interactive session, a panel of cross-functional experts will walk through a mock tabletop exercise of a ransomware attack. Representing ESG, audit & risk, SEC reporting, and IT/InfoSec perspectives, they’ll dissect critical questions that teams at your organization should consider and address to prepare for and respond to a cyberattack.

With ransomware attack payments skyrocketing and new cybersecurity and data privacy incident disclosure requirements, this session will equip you to navigate the challenges of today’s cybersecurity landscape. This exercise highlights the urgent need for collaboration across teams to mitigate regulatory, financial, and reputational risks.

Gain insights into the practical steps required to align with other teams, enhance organizational readiness, and participate in future tabletop exercises.

After attending this session, you will be able to:

Identify the impacts of ransomware attacks on cross-functional teams, including ESG, audit and risk management, and financial reporting.

Discuss the various regulatory requirements for reporting a cybersecurity incident and their implications for incident response.

Learn how to foster alignment and improve communication between teams, and how to incorporate different roles across an organization into tabletop exercises.

Explore actionable strategies to effectively prepare for and respond to real-world ransomware attacks.

Workiva, national sponsor of Pro Groups, offers 1 complimentary CPE credit for this session.

Credits: 1

Duration: 60 minutes

Field of Study: Accounting

More CPE information →

Insurance Industry Symposium
2025-03-18 12:00 - 13:00
Webcast overview

We are pleased to invite you to the KPMG Insurance Industry Symposium. This virtual event will feature timely updates on insurance industry issues from KPMG subject matter professionals. During this webcast, we will discuss:

Agenda

Insurance: What Never Changes

In a world focused on change, the core principles of the insurance industry remain the same: human behavior, risk, and trust.

Charting the Course: Economic Trends

Understand the latest economic trends and their implications for insurers.

Insurance M&A Landscape

Explore the key mergers and acquisitions trends in the insurance carrier and broker markets and how they are supporting growth and innovation objectives.

BDO’s Healthcare Trends & Topics Webcast Series: Top Priorities for Healthcare CFOs in 2025
2025-03-18 13:00 - 14:00
BDO’s annual Healthcare CFO Outlook Survey examines how healthcare CFOs are adapting to the changing economic environment and devising strategies to thrive amid financial pressure.

As you plan for what’s next, we invite you to join us as we discuss our data-backed survey highlights of healthcare CFO’s priorities and pursuits in the year ahead. An update on the latest compliance and regulatory issues facing the healthcare industry will be provided at the end of the webinar.

Government Reimbursement: Hurdles, Trends, Audits, and More
2025-03-18 13:00 - 14:00
Join us for our webcast, Government Reimbursement: Hurdles, Trends, Audits, and More.

We’ll cover an array of topics in the evolving government reimbursement landscape, including:

Medicaid redeterminations and their significant impact on Medicare disproportionate share hospital (DSH) payments and 340B qualification

Strategies for covered entities to safeguard their 340B eligibility due to changing circumstances

Additional challenges faced by hospitals, including common MCReF warnings and pitfalls in the new Medicare cost report templates, focusing on Worksheet S-10 and Medicare bad debt

The latest trends in the federal Uncompensated Care (UC) pool and insights from the most recent nationwide S-10 audits

A review of ongoing litigation surrounding Medicare DSH payments and the critical implications of the recent 1115 waiver decision

Don’t miss this comprehensive state of government reimbursement session that aims to provide hospitals with the tools and knowledge needed to navigate this complex regulatory environment.

Intersection of immersive technologies and humans in private companies
2025-03-18 14:00 - 15:00
Join us as we explore how augmented reality (AR) and virtual reality (VR) combined with Generative AI are revolutionizing on-the-job training and skill development. From AR-guided inspections and repairs to immersive VR environments for both hard and soft skill development, these technologies can offer a psychologically and physically safe learning experience. We’ll discuss:

Leveraging these technologies to drive compliance and adherence to standards.

Enhancing the ability to capture and retain organizational knowledge through immersive technologies.

Utilizing analytics to create personalized learning journeys.

Retail 2025: AI-Driven Revenue and Resilient Supply Chains
2025-03-18 15:00 - 16:00
The retail industry is navigating a complex landscape of revenue growth and profitability challenges. As we look towards 2025, the focus on bridging the gap between revenue and profitability, leveraging technology for future-proofing, and building resilient supply chains is paramount.

Join us for an enlightening webcast as we explore the insights from our 2025 Retail CFO Outlook Survey. This session will cover critical topics such as optimizing revenue strategies, integrating advanced technologies, and enhancing supply chain resilience to drive sustainable growth.

Q1 2025 Quarterly accounting webcast
2025-03-18 16:00 - 17:30, 2025-03-20 11:00 - 12:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q1 2025.

If you are not able to join our webcast on March 12, register for another session on March 18 or March 20.

Presenter:Heather Horn, PwC National Office Sustainability and Thought Leader

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the March 12, March 18, and March 20 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Reporting Overload: Managing the Weight of Related Party Basis Adjustment Reporting
2025-03-19 12:00 - 13:00
Webcast overview

Just prior to the change of administration, Treasury published final regulations that require reporting by taxpayers and material advisors of certain related party basis adjustment as transactions of interest (or TOIs). The reporting requirements apply to many routine business transactions, include a 6-year look-back, and are approaching quickly. Failure to properly identify and report these transactions can result in significant penalties.

KPMG LLP invites you to attend a 60-minute webcast that will explore the new reporting requirements for these TOIs. The focus will be on the tax compliance and reporting obligations that will affect partnerships and partners for tax year 2019 until present.

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

An overview of the final regulations, including effective date considerations,

Illustrations as to some of the common transactions that may or may not be considered TOIs, and

A discussion of how taxpayers and material advisors are approaching compliance

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.

Fortifying Cybersecurity in Life Sciences: A Comprehensive Approach
2025-03-19 13:00 - 14:00
In an era where digital transformation is not just an advantage but a necessity, life sciences companies are increasingly becoming targets for cyber threats and data breaches. The sensitive nature of the data handled by these companies, from patient records to proprietary research, makes them particularly vulnerable to attacks that can have far-reaching consequences. Recognizing the critical need for robust cybersecurity measures, this webcast delves into the essentials of creating a resilient privacy control and reporting framework tailored for the life sciences sector.

Who Should Attend: This webcast is designed for CISOs, CIOs, IT security professionals, compliance officers, and anyone involved in data protection and cybersecurity within the life sciences industry. Whether you are looking to build your cybersecurity framework from the ground up or seeking to enhance your existing measures, this webcast will provide valuable insights and actionable strategies.

Mitigating market price volatility: How to assess materials escalation change orders
2025-03-19 13:00 - 14:00
Newly proposed tariffs are likely to create pricing volatility in the construction materials market. This will have an impact on current and future construction projects. Your contracts, project controls and change order review procedures need to be assessed to ensure they are adequate to mitigate the risks associated with periods of market volatility.

Join Baker Tilly for this complimentary CPE webinar to hear what’s on the horizon in the world of change orders.

Learning objectives:

Learn the status and potential impact of the proposed tariffs

Assess the financial risks posed by the new tariffs

Identify methods to review project changes to mitigate risks

Presenters:

Tony Ollmann, CPA, Principal

Robert Zellmer, CCA, Senior Manager

Who should attend:

Internal audit professionals

Facility administrators

Project professionals

Chief Financial Officers (CFOs)

Chief Operating Officer (COOs)

Director of Capital Projects

Other professionals involved in construction project management and facilities development

Register today!

This webinar is a part of Baker Tilly’s Construction audit toolbox webinar series. Check out other webinars in this series here.to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Disruptors See the World Differently
2025-03-19 13:00 - 14:00
Disruptors See the World Differently

Join us for an insightful webinar that delves into the findings of our annual 2025 Global Board Governance Survey. This session will explore how disruptive organizations are better prepared to embrace inevitable change in a dynamic and evolving business landscape. In this joint survey conducted by Protiviti, BoardProspects, and Broadridge we reveal critical insights into how different organizations perceive and respond to disruption, with a particular focus on technology modernization, talent, and culture.

Learning Objectives:

Disruptor vs. Disrupted: Show  where your organization is positioned on the continuum of disruptive leaders and those at risk of being disrupted.

The Power of Perspective: Examine how disruptors see the world differently and why they are better positioned to embrace change.

The Two Questions You Must Answer: Explain how these two questions could offer your organization a litmus test regarding its propensity to disrupt.

Breaking Down Barriers—The Attributes of an Innovative Culture: Discover insights into the perceived barriers to, and the keys to, becoming a disruptor or responding agilely to market events.

Don’t miss this opportunity to gain valuable insights from the 2025 Global Board Governance Survey and learn how your organization can better prepare for and embrace disruptive change. Register today and stay ahead of the curve!

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

2025 Nonprofit Summit
2025-03-19 13:00 - 14:00
Nonprofit leaders are no stranger to adversity, and ensuring your organization is primed to withstand top industry challenges is critical. Join our industry experts for four sessions on fraud risk and governance, accounting standards, AI and cyberthreats, and tax updates.

Nonprofit organizations must constantly balance their mission alongside a plethora of industry challenges. From the rise of fraud risk to audit requirements to navigating AI and cyberthreats to tax compliance, it’s critical that your organization is prepared for change to ensure you can focus on meeting the needs of your staff, community, and constituents. A proactive approach to mitigating industry challenges is key — and it starts with the right strategy.

Agenda

Session One | Wednesday, February 26 | Preventing fraud in nonprofits through effective governance

Session Two | Wednesday, March 5 | Accounting standards update for nonprofit leadership

Session Three | Wednesday, March 12 | Embracing AI and managing cyberthreats in nonprofits

Session Four | Wednesday, March 19 | 2025 tax update for tax-exempt organizations

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 of individual courses for CPE credit.

Navigating Property Tax Strategies in 2025
2025-03-19 13:00 - 14:00
In today’s evolving economic landscape, understanding property tax implications is crucial for business owners and property investors alike. Whether you own commercial real estate, residential properties, or manage a portfolio of assets, navigating the complexities of property tax can significantly impact your bottom line.

Join us for our webcast, Navigating Property Tax Strategies in 2025, as we discuss how to approach property tax to improve your businesses tax strategy. Key topics include:

Energy property tax considerations

Freeport tax exemptions

2025 Colorado reappraisal deadline

Western States assessment appeal deadlines

Property tax relief around the LA fires

Issues around declining value

Optimizing GP modules you already own
2025-03-19 13:00 - 14:00
Event overview

Discover hidden tools in GP 18.7 to streamline operations and save time.

During this session we will explore the features and capabilities of GP version 18.7 that you may already have access to but might not be fully leveraging. We will show you how to optimize your existing GP modules to enhance your business operations and improve efficiency.

Presenters

Kitty Geiger | Director | RSM US LLPBeth Riley | Manager | RSM US LLP

Learning objectives

Upon completion of this webcast, attendees will be able to:

Articulate the next steps for leveraging GP built-in functionality

Describe the features and capabilities available with GP 18.7 licensing

Explain the capabilities and functions such as e-banking, intercompany transactions and deferral schedules for revenue recognition, and how to use the reconcile to GL tool

Five Crucial Topics Controllers Must Present the CFO
2025-03-19 14:00 - 15:00
Join us for a live webinar, where we’ll tackle the critical questions CFOs are facing today. We’ll explore the challenges of manual journal entries, compliance complexities, and time-consuming closing processes. Discover how Sage Intacct can help automate tasks, streamline workflows, and provide real-time insights into your organization’s financial health. Gain actionable strategies to help improve efficiency, reduce risk, and empower your finance team to make informed decisions to help drive growth.

Learning Objectives

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

Identify key challenges associated with traditional and manual financial processes.

Describe how modern, cloud-based enterprise resource planning (ERP) systems like Sage Intacct can address these challenges.

Demonstrate an understanding of Sage Intacct’s reporting and dashboard capabilities to provide key financial performance insights.

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.e, during live broadcast.

Maximizing Benefits: Fiduciary Insights & Cost Savings
2025-03-19 14:00 - 15:00
Webcast overview

KPMG LLP is pleased to invite you to a webinar regarding fiduciary governance for employee benefit plans. Designing plans that achieve compliance, cost mitigation, and engagement of talent must be a priority for employers of all sizes.

During this webcast, KPMG professionals will discuss benefit plan challenges associated with fiduciary governance, including the following key topics:

Best practices for benefit plan governance

Current landscape of Pharmacy Benefit Managers (PBM)

Savings levers that maintain plan richness for employees

Mental Health Parity Regulations and comparative assessments

This webcast will be of significant interest to CFOs, Controllers, Finance, CHROs, General Counsels, human resources directors, reward (compensation and benefits) professionals and other business and service providers.

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.

NetSuite for service industries
2025-03-19 14:00 - 15:00
Event overview

Join RSM professionals as they explore how NetSuite streamlines finance and operations for service firms with artificial intelligence-driven automation and real-time insights. Learn practical strategies, see a live demonstration and gain actionable advice to enhance efficiency and growth.

What to expect:

Introduction to NetSuite with AI capabilities: We’ll introduce our exclusive NetSuite bundle, tailored specifically for service organizations to meet their financial and operational needs. This demo will also leverage AI to simplify tasks, suggest actions and uncover business insights for improved decision making.

Practical insights: Leverage our extensive experience in implementing and optimizing NetSuite for your firm through a live Q&A session.

Actionable strategies: Walk away with practical tips and strategies you can implement immediately to improve your firm’s performance.

Presenters

Kaitlin Walker | Business and Professional Services Manager | RSM

Graysen Wynens | Senior Associate | RSM

Katherine Helper | Associate | RSM

Learning objectives

By the end of this webcast participants will be able to:

Articulate practical tips and strategies that can be implemented to improve company performance.

Explain the latest NetSuite artificial intelligence capabilities.

Describe the positive benefits of implementing and optimizing NetSuite.

Enhancing Internal Auditing by Implementing Topical Requirements
2025-03-19 14:00 - 15:00
Description:

After much anticipation, the first of a planned suite of Topical Requirements has been published to complement the Global Internal Audit Standards. An innovative component of the International Professional Practices Framework, Topical Requirements are designed to improve the quality and reliability of internal audit services and results. By using a consistent approach to audit methodology, they ensure that internal auditors are empowered to provide insightful, relevant, and targeted assurance and advice.

Topical Requirements are mandatory when performing assurance engagements in specific risk areas tied to the risk assessment process. They will enable internal auditors to address key risks effectively regardless of the internal audit function’s size, sector, and maturity.

The IIA’s Vice President of Standards and Guidance will shed light on the development process of Topical Requirements, emphasizing their significance and alignment within the IPPF framework. The session will highlight the relevance of these requirements for addressing pervasive and specialized risk areas, with a particular focus on the Cybersecurity Topical Requirement. Through a detailed exploration of the applicability and key components of the Cybersecurity Topical Requirement, gain valuable insights into how the Requirements and User Guide can support internal auditors in navigating the complexities of cybersecurity audits.

Learning Objectives:

After attending this session, participants will be able to:

Describe the importance of Topical Requirements as an important component of the IPPF.

Recognize how Topical Requirements address key risk areas facing organizations.

Apply the Cybersecurity Topical Requirement within their organizational setting.

Prepare for future releases in the suite of Topical Requirements.

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!

Handling ITAR & Export Control Data: Exceptions for Existing Agreements and Cybersecurity Implications
2025-03-20 11:00 - 12:00
Join Christina Reynolds, Managing Director and CMMC CCP for BDO USA’s Industry Specialty Services Group (ISSG) and Erica Bakies, Partner at Seyfarth Shaw LLP, for this in-depth webcast. Uncover the complex landscape of Cybersecurity Maturity Model Certification (CMMC) and Controlled Unclassified Information (CUI) in our upcoming webcast, where we delve deep into the intricacies of CUI and US Data sovereignty within the International Traffic in Arms Regulations (ITAR). ITAR has a critical impact on CUI data security and design. The speakers will focus on Trade Compliance program best practices involving deemed exports and technical data requirements and provide insight into how an organization can leverage available international legal exemptions that facilitate global defense trade and cooperation between the U.S., U.K., and Australia (AUKUS) and Canada to offer ITAR exemptions, facilitating organizations with foreign nationals to collaborate on US Government projects.This presentation will provide several ITAR exemptions that Defense Industrial Base (DIB) Contractors can utilize to facilitate global military service offerings with the U.S. while maintaining active trade compliance with U.S. data sovereignty requirements. Additionally, the speakers will explore different technologies and tools that can effectively address the design-specific implications of ITAR regulations on CUI and technical data secured information systems. Finally, this presentation will outline the boundaries and controls necessary to ensure compliance, emphasizing how organizations can define and manage secure enclaves for processing and storing ITAR-controlled data. Below are key ITAR exemptions that will be covered:

Technical Assistance Agreements (TAAs)

Manufacturing License Agreements (MLAs)

Exemptions for NATO and Major Non-NATO Allies

Australia-UK-US Defense Trade Cooperation Treaties

Canadian Exemption

License-Free Zone Exemptions

Dual/Third Country National Exception

By strategically applying these exemptions, eligible organizations can streamline international cooperation, incorporate foreign expertise, and enhance project efficiency while adhering to ITAR compliance standards. Proper understanding, implementation, and documentation of these exemptions are critical to ensuring legal and regulatory alignment in all operations.

Commercial Loan Pricing Strategies for a Dynamic Rate Environment
2025-03-20 11:00 - 12:00
After the Federal Reserve began cutting rates in 2024, many bankers anticipated a return to a positively sloped yield curve. Although recent economic data has moderated expectations for further rate cuts in 2025, the current environment is poised to enhance bank performance. Budgets for 2025 indicate increasing net interest margins, driven by both declining funding costs and rising asset yields. Loan yields are projected to continue climbing as higher new volume rates replace maturing loans at lower rates.

Join Forvis Mazars for a fast-paced webinar, where we’ll discuss recent industry trends in loan yields and deposit costs and provide a summary of 2025 budget forecasts. With all of these moving parts, maintaining discipline in commercial loan pricing is crucial. We’ll present real-life examples demonstrating that relationship pricing is not a one-size-fits-all approach. The mix of loans and deposits, along with the rates earned and paid on these accounts, can significantly impact the pricing of new loan requests.

Learning Objectives

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

Describe recent lending trends surrounding loan yields and deposit costs and understand how these trends impact the commercial lending landscape.

Discuss the importance of discipline in commercial lending, especially in a dynamic rate environment.

Recognize that relationship-based pricing is not an all-encompassing approach through real-world pricing examples.

Explain how pricing models like LoanPricingPRO® can help support your institution in a shifting rate environment.

LoanPricingPRO®

Our strategic loan pricing tool can help your financial institution manage and grow your portfolio by factoring in the value of your existing customer relationships and help enhance your proposed loan terms with real-time profitability analysis. Learn more here.

CPE Information

1.00 CPE Credit (pending approval)

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

State of AI: A Boardroom Perspective
2025-03-20 11:00 - 12:00
Webcast overview

Join us as we delve into the current state of generative AI (GenAI)—now in year three and poised with transformational promise. Moving from employee experimentation to adoption at scale—(re)training workers, driving behavioral change, and understanding its potential as an autonomous agent with less “human in the loop”—are emerging priorities as companies pursue the efficiencies and strategic imperatives of GenAI. New KPMG survey findings will inform our conversation with insights on the challenges, risks, and governance issues shaping GenAI discussions in today’s boardrooms.

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.

Finding multiple paths to growth: the dual transaction strategy
2025-03-20 12:00 - 13:00
How do leading companies find new paths to grow their topline and stay ahead of the competition? A dual-track approach that includes both M&A and corporate venture building – leveraging competitive assets to create whole new business lines – can help companies turbocharge their growth. But how can business leaders best implement this dual-track strategy?

Our panel, which will include EY-Parthenon M&A professionals and corporate venture builders, will discuss transformational growth strategies, new market opportunities and ways to innovate through strategic M&A and corporate venture building.

Our panelists will discuss:

Success factors for M&A and corporate venture building

The current M&A environment and opportunities for corporate venture building and M&A to work together

The right time to deploy each strategy and how they can complement each other in a dual growth track approach

From Defense to Offense – Transforming Manufacturing Strategies for Future Growth
2025-03-20 13:00 - 14:00
Join us for an insightful webcast as we explore the shifting dynamics of the manufacturing industry and the expanding responsibilities of CFOs.

In an era marked by rapid technological advancements and shifting economic landscapes, the manufacturing industry is transitioning from defensive strategies to proactive growth initiatives. This webcast will explore how manufacturers can pivot their strategies to seize emerging opportunities and drive future growth. Drawing insights from the 2025 Manufacturing CFO Outlook Survey, our panel will discuss the critical role of AI, automation, and strategic investments in transforming manufacturing operations. Attendees will gain actionable insights into how to enhance operational efficiency, navigate supply chain challenges, and capitalize on policy changes to achieve competitive advantage.

Annual Budget Process Best Practices for Not-for-Profits
2025-03-20 13:00 - 14:00
Overview

Join us to review the organizational budget process. This course will help you better understand the budgeting timeline, budget stakeholders, and how to understand your organization’s needs and priorities. You will learn how to build out the departmental/ program budgets and how to best roll them up to the organization wide budget. We will discuss budget assumptions and the operational strategy behind budgeting.

Presenters

Albert Jimenez, CPA, Managing Director, Client Accounting & Advisory Services, CBIZJoseph Ritchie, Director, Client Accounting & Advisory Services, CBIZ

CPE CREDITS

Program DescriptionAnnual Budget Process Best Practices for Not-for-ProfitsImportant Notice Regarding CPE:Learning ObjectivesAt the end of this course, the attendee will be able to:Interpret the budgeting timeline, budget stakeholders, and evaluate your organization’s needs and priorities.Instruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudyFinancePrerequisitesNoneProgram LevelIntermediateAdvance PreparationReview your organization’s current budget process and come with questionsCancellation PolicyYou may cancel your registration at any time prior to the event.Complaint Resolution PolicyFor more information regarding refund, concerns and program cancellation policies, please contact our offices at erin.crowley@cbiz.com.CBIZ, Inc. 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.

CFO Chat: Automation Secrets for Financial Success
2025-03-20 13:00 - 14:00
Learning Objectives

Learn how to prepare your finances for M&A activity and leverage automation for greater efficiency and control.

Follow along with our CFO Benchmark Report to learn key trends for 2025.

Hear advice from experts in the finance and accounting fields.
