Understanding the One, Big Beautiful Bill - What you need to know, now
2025-07-17 14:00 - 15:30 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
The Details

With the wide-reaching legislative package commonly referred to as the One, Big Beautiful Bill Act (OBBBA HR1) now enacted, many are asking: What’s included, and how will it impact me? Whether you’re tracking regulatory shifts or just want clarity on what’s ahead, our team has been monitoring the situation to help you stay informed and prepared.

Join members from CohnReznick’s National Tax practice and MG Housing Strategies as we walk through the main components of the bill, anticipated timelines for implementation, and areas that may see the most immediate impact.

Key topics:

Washington watch: A legislative update from the Hill.

Federal tax landscape: A breakdown of key updates including bonus depreciation, Section 163(j), Section 179, R&D (Section 174), PTET, and more.

International tax focus: Coverage of the (now-renamed) GILTI and FDII, BEAT, the remittance tax, and enforcement trends in foreign tax policy, and proposed Section 899.

Energy sector spotlight: Developments impacting energy-related tax strategies

Individual tax proposals: From SALT deduction changes to Section 199A and QSBS expansion—what’s on the table for individuals?

Emerging incentives: Explore Opportunity Zones and LIHTC.

Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Taxes field of study.

Navigating Uncertainty Part 4: Forecast Your Future: Cash Flow Clarity for Nonprofits
2025-07-17 14:30 - 15:30
Cash flow forecasting isn’t just a financial task — it’s a roadmap to your organization’s sustainability and resilience. With limited resources and fluctuating funding sources, knowing how to predict and manage cash flow effectively could be the key to long-term impact and success.

Whether your nonprofit is experiencing growing pains, managing unpredictable donor streams or simply looking to optimize financial systems, this webinar will provide the clarity and tools you need to take control of your finances in this volatile environment for nonprofit organizations.

Learning Objectives:

Develop accurate cash flow forecasts tailored to nonprofit operations.

Identify and mitigate financial risks through proactive planning.

Utilize essential tools and templates for streamlined cash management.

Strengthen financial decision-making with predictive analysis.

This session will be structured as an interactive Q&A panel, ensuring attendees walk away with actionable insights tailored to their organization’s needs.

Speakers

Katy Brown, Partner, Nonprofit Tax, Armanino Advisory LLC

Gabbi McKanna, Manager, Strategic Finance Outsourcing, Armanino Advisory LLC

Sharon Hauptman, FVP, Senior Relationship Manager, American Business Bank

Participants will earn 1 CPE credit*(Field of Study: Specialized Knowledge)

In order to be awarded full credit, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino 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.

Raising the Bar: Benchmarking Best Practices in Modern Manufacturing
2025-07-17 15:00 - 16:00
In today’s fast-paced manufacturing landscape, staying competitive means continually improving performance, efficiency, and quality. But how can industry leaders implement processes to regularly achieve and measure progress? Join us for an insightful webinar, where we’ll explore benchmarking as a strategic tool for driving operational and financial excellence in modern manufacturing. Learn how top-performing companies use benchmarking to identify performance gaps, adopt best practices, and foster a culture of continuous improvement.

Learning Objectives

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

Describe various benchmarking services you can use to enhance your manufacturing/finance/supply chain operations.

Recognize how manufacturing organizations can leverage benchmarking to enhance operational performance and competitiveness.

Identify prerequisites and challenges in benchmarking efforts and discuss how to overcome them.

Q2 2025 IFRS Accounting Standards Quarterly Update - Rebroadcast
2025-07-17 16:00 - 17:00
Each quarter, BDO USA’s IFRS leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today’s hot topics and developments.

The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Describe timely IFRS guidance, hot-topics and resources and their general impact on global accounting and financial reporting.

Describe updates to IFRS that have occurred over the past quarter and how they compare with the guidance included in US Generally Accepted Accounting Practice.

Describe anticipated upcoming changes to IFRS guidance.

CPE Information

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

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

Tax in a time of transition (July 18, 2025)
2025-07-18 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.

Family Office Fridays: Observations on the One Big Beautiful Bill’s Impact on Individual Taxpayers
2025-07-18 14:00 - 15:00
Webcast overview

The recently enacted bill which is commonly known as the One Big Beautiful Bill contains a number of significant tax provisions which are expected to materially impact certain individuals, trusts, and estates.

KPMG LLP (KPMG) is pleased to invite you to a TaxWatch Webcast that will review several of these changes, including with respect to the following items:

Tax Rates / Qualified Business Income Deductions

State and Local Tax Deductions

Excess Business Loss Limitations

Qualified Opportunity Zone Investments

Section 1202 – Qualified Small Business Stock

Charitable Tax Considerations

Estate Planning Considerations

Please join us for what we hope will be an insightful and informative Webcast.

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.

A focus on the Homebuilder sector
2025-07-21 14:00 - 15:00
Webcast overview

Despite a slower home-buying season in the first half of 2025 and evolving economic challenges, the Homebuilder sector still holds opportunities for well-positioned firms in the remainder of the year.

Join KPMG, in collaboration with Builder Advisor Group, for a timely discussion on the recent trends in homebuilding, including the following topics:

Economic challenges, construction trends, supply chain considerations, and the current international trade environment

Investment trends and M&A activity

Considerations for homebuilders preparing for a sale

Financing strategies and securing capital

The session will be hosted by KPMG US Building, Construction & Real Estate Industry Leader, Roger Yang, and will feature KPMG professionals Yelena Maleyev, Nicole Porpiglia, and Kent West. We will also be joined by Ronald Yelland and Tony Avila from Builder Advisor Group for a panel discussion.

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.

Organisational culture: GRC's evolving role
2025-07-22 10:00 - 11:00
Description:

Organisational culture — “the way things are done here” — can either be a key driver or an obstacle to success. Amongst countless other risks organisations must address, it’s easy for culture to be overlooked. Yet, culture impacts employee performance, whether top talent will join your organisation, and how customers view your company, making managing culture risk essential to achieving business objectives. Drawing on the results of a recent research report from Richard Chambers and AuditBoard, explore key culture risk indicators, how internal audit, risk management, and compliance teams are currently involved, and how you can play a vital role in ensuring a healthy culture at your organisation.

Learning Objectives:

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

Discuss the roles of audit, risk, and compliance in organisational culture.

Identify key culture-related risks and common barriers to effective assessment and management of these risks.

Incorporate culture KRIs and guiding principles into their processes to assess and monitor culture at their organisations.

CPE Credit(s): 1

Field of Study: Personnel/Human Resources

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!

Swing Bed Programs: Understanding the Basics
2025-07-22 11:00 - 12:00
Swing bed programs provide flexibility by allowing rural and critical access hospitals (CAHs) to use their beds for both acute and post-acute (skilled nursing) care. In the first session of our swing bed webinar series, we explore the basics of swing bed programs, including the latest Medicare regulations, patient eligibility and technical requirements, and benefits for patients and providers. We’ll be joined by Dena Klockman, Eastern Plains CFO at Banner Health, who will share insights from her organization’s swing bed program experience.

See the other sessions in the series:

Swing Bed Programs: Navigating the Pre-Admission Process

Swing Bed Programs: Documentation to Support Sustainable Reimbursement

Learning Objectives

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

Describe the benefits of a swing bed program for rural hospitals and the patients and communities they serve.st.

Recognize the requirements for hospital and patient eligibility for a swing bed program.

Perform an opportunity assessment to identify whether swing beds are an option for your hospital.

Crowe ExPErtise: Tax and Economic Trends for PE
2025-07-22 11:00 - 12:00
Event details

As we enter the second half of 2025, private equity firms and their portfolio companies are navigating a landscape shaped by evolving tax policy and shifting economic signals. Join Crowe for an informative session exploring how recent legislative developments and macroeconomic indicators could impact strategy and operations for private equity stakeholders.

What you’ll gain:

Tax strategies: Discover insights to help you anticipate the implications for deal flow, compliance, and planning stemming from tax provisions in the tax and budget bill and changes at the IRS.

Economic outlook: Get a strategic lens on recovery trajectories, sector-specific growth potential, and areas where firms might need to adjust to cyclical slowdowns. Learn how to interpret leading indicators to guide resource allocation and refine long-term planning.

Learning objectives: By attending this session, you should be able to:

Describe how recent tax policy changes might affect private equity firms and portfolio companies

Evaluate the potential business impact of possible tax law changes

Interpret economic trends and leading indicators to inform planning and strategy

Formulate responsive strategies for margin preservation and forward planning

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

Understanding Your Benefit Plans’ Cybersecurity Requirements and Options
2025-07-22 12:00 - 13:00
Protecting an employee’s retirement plan assets from potential security threats and attacks is critical. Leaders must understand where their organization stands in terms of protection, potential vulnerabilities, and how to respond to an incident in the event of an attack.

This complimentary session discusses the types of threats facing today’s employee benefit plans, methods of protection from cyberattacks, and the ERISA Advisory Council’s Report on Cybersecurity Issues in Benefit Plans.

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

Recall how to develop and refine a framework of knowledge to plan ongoing security efforts and response strategies

Recognize the latest developments in cybersecurity

Identify where to focus valuable risk mitigation resources

View CPE sponsorship information

Accounting for non-controlling interests: Back-to-basics
2025-07-22 13:00 - 14:00
Webcast overview

Join KPMG professionals as they discuss accounting considerations related to non-controlling interests classification, measurement and presentation.

Applicability

All companies

Event contents

The webcast will feature accounting considerations related to:

Impact of transactions on non-controlling interests

How non-controlling interests arise

Non-controlling interest classification and measurement

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.

Strategic CX: Optimizing Your Customer Experience to Drive Business Growth
2025-07-22 13:00 - 14:00
Customer experience has emerged as a pivotal driver of business growth, with each customer interaction shaping brand perception and loyalty. CX and marketing leaders must navigate the rapidly changing business dynamics of today to seamlessly connect experiences and orchestrate them within their organizations. In addition, organizations must adapt and enhance their experience offerings, so they align with customers’ evolving expectations across a vast digital landscape ─ including the emergence of AI and automation ─ to drive future growth.

Join us as we unveil and explore key findings from our Protiviti-Oxford global executive outlook on the customer experience, including CX strengths and weaknesses, resources and readiness, as well as the impact of AI and other emerging technologies. We also welcome clients from X and Y as part of a Protiviti panel discussion on the future of both B2B and B2C CX journey.

In this webinar, you will be able to:

Discuss business strengths and weaknesses when it comes to CX

Explain how c-suite and board can overcome the “optimization gap” in CX performance

Identify personalization at scale, omni-channel experiences, digital touchpoints and brand promise consistency

Define ways strategic CX can drive growth and improve your company’s bottom line

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: Communications and Marketing. 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.

Generative artificial intelligence: Innovations in risk and controls
2025-07-22 13:00 - 14:00
Over the past year, we have seen remarkable advancements in Generative AI (GenAI), fundamentally transforming how risk management, controls, and internal audit functions operate and deliver value. While teams have made progress adopting these capabilities, significant opportunity remains. We’ll discuss:

Frameworks to assess and drive opportunity

Understanding the latest innovations and transformational use cases of GenAI for risk management and controls

Practical approaches to accelerating your GenAI journey, including prompt engineering and more advanced capabilities

Advance Your Risk Program With the ServiceNow® Platform
2025-07-22 13:00 - 14:00
Event details

Most organizations tackle the threat landscape with a reactive risk posture. But constantly being pulled into risks to remediate and an endless list of assessments to complete can quickly lead to burnout and program recycling. By intentionally establishing a strategic foundation for risk management, organizations can boost engagement, reduce threats, and increase future resilience.

In this webinar, Crowe specialists will explain how to use the power of the ServiceNow platform, the Crowe High Value Function, and the Crowe Security Program Foundations workspace to shape a risk-aware culture so you can translate security data into actionable insights that will position your organization to go beyond day-to-day operational challenges.

You’ll also discover how to define your road map to maturity by prioritizing a shared vision and strategic approach to aligning processes, identifying risk ownership and workflows, and communicating the value of risk back to the business. Explore how the Crowe CISO Program for Risk Management can be your next step in moving your people, processes, and technology forward together.

Learning objectives

After attending this session, you should be able to:

Build a compelling business case for future resourcing and budget allocation to expand a risk management program

Lay a strong foundation for the program with a defined entity structure and high-value functions mapped with the ServiceNow platform

Establish and evolve a governance, risk, and compliance operational calendar

Set up a ServiceNow integrated risk management solution to enable business strategies with a consistent methodology to expand security risk coverage across the business

Leverage data to inform executive decision-making and communicate the value of security risk management

Additional CPE information

Understanding the fundamentals of payroll (in Spanish)
2025-07-22 13:00 - 14:00
We’ll begin by exploring the fundamentals of payroll. This session is ideal for accountants who are new to payroll or looking for a refresher. We’ll dive into what payroll is, its framework, and the key steps needed to calculate employee pay accurately.

What you’ll learn:

Discuss the fundamentals of payroll, including what payroll is and its framework.

Identify the key steps needed to calculate employee pay accurately.

Explore how RUN Powered by ADP® (RUN) payroll can quickly and reliably pay employees and contractors.

Apply payroll fundamentals to real-world scenarios using RUN.

Delivery Method: Group InternetCourse Level: BasicField of Study: Specialized KnowledgePrerequisites: None

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

The federal budget reconciliation bill: state tax considerations
2025-07-22 13:00 - 14:15
The final federal budget reconciliation bill, signed into law July 4, includes tax provisions impacting corporate and individual income taxes imposed by state governments on businesses and their owners. Key elements of the new law from a state tax perspective include:

Extensions of and modifications to Tax Cuts and Jobs Act (TCJA) business provisions, including research and experimental expenditures, interest expense limitations and bonus depreciation

Modification of several US-international tax provisions, including those related to global intangible low-taxed income, foreign derived intangible income and controlled foreign corporations

Extensions of and modifications to individual and pass-through entity tax provisions, including the increase of the temporary cap on the state and local tax deduction for individuals to $40,000

Join Ernst & Young LLP as we discuss the state and local implications of the final provisions of the federal legislation and what actions businesses should consider going forward. Presenters will address the post-TCJA state tax landscape, state conformity considerations, and the outlook for state tax policy in response to the federal law.

Please join us for this 75-minute, interactive webcast. We welcome and encourage you to ask questions.

Panelists:

Lisa Wolski, Washington Council Ernst & Young, Ernst & Young LLP, Washington, DC

Keith Anderson, Indirect, State and Local Tax, Ernst & Young LLP, Dallas, TX

Jess Morgan, Indirect, State and Local Tax, Ernst & Young LLP, Cleveland, OH

Scott Roberti, Indirect, State and Local Tax Policy Services Leader, Ernst & Young LLP, Stamford, CT

Moderator:

Karen Currie, Leader, State Income Tax, Ernst & Young LLP, Dallas, TX

IA Insights: Enhancing Efficiency & Effectiveness in Internal Audit
2025-07-22 14:00 - 15:00
Join Forvis Mazars for an informative webinar, the third webinar in our three-part series, as we explore innovative strategies to help transform internal audit practices for banks and regulated financial institutions. We’ll share practical insights on embracing change, leveraging technology, and fine-tuning processes to help future-proof your internal audit function, driving best practices and regulatory compliance.

Learning Objectives

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

Identify and implement innovative strategies to boost the efficiency and effectiveness of internal audit practices.

Employ technology and data analytics to enhance internal audit processes and outcomes.

Recognize how to adapt to emerging trends and regulatory changes in the internal audit landscape.

Create a future-ready internal audit function that can proactively address potential challenges and opportunities.

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.

2025 Midyear economic outlook: Trends and policy impacts for private companies
2025-07-22 14:00 - 15:00
Deloitte’s 2025 midyear economic outlook will provide an in-depth analysis of the key forces shaping the economic landscape, including inflation, tariffs and US trade policy, interest rates, and global trends. We’ll also assess the likely impact of current administration policies on both the domestic and global economic environment, with a focus on what these developments could mean for private companies. We’ll discuss:

Some strategies for private companies to navigate economic challenges

Key economic projections for the remainder of 2025

The evolving policy environment and its potential implications for private companies

Future of workforce in the energy and chemicals sector
2025-07-23 13:00 - 14:00
Attendees will explore the future of the workforce in the energy and chemicals sector, focusing on optimizing workforce composition and integrating human and machine capabilities with generative artificial intelligence (GenAI). We’ll discuss:

Strategies for talent optimization in a new normal characterized by macroeconomic variability

How GenAI and digital transformation can augment productivity and deliver higher value

Ways to enhance workforce effectiveness through integrated management and role evolution

Navigating Fiscal Sponsorship: Models, Financial Oversight, and Reporting Essentials
2025-07-23 13:00 - 14:00
This webinar will explore the different models of fiscal sponsorship and discuss best practices for financial oversight and reporting. Learn how to establish clear guidelines, maintain transparent records, and navigate the termination process to ensure compliance and support the successful management of sponsored projects. Gain the knowledge you need to effectively manage your fiscal sponsorship arrangement.

Presenters

John (Jake) O. Greene II, CPA, Director, Client Accounting & Advisory Services, CBIZMaria L. Gollayan, CPA, Managing Director, Client Accounting & Advisory Services, CBIZ

Learning Objectives

Identify different models of fiscal sponsorships

Implement best practices in financial oversight and reporting

Tax Readiness: International insights on the One Big Beautiful Bill Act
2025-07-23 14:00 - 15:00
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4th by President Trump. The legislation modifies some of the US International tax provisions enacted under the 2017 TCJA, including changes to global intangible low-taxed income (GILTI), foreign-derived intangible income (FDII) and the base erosion & anti-abuse tax (BEAT). The OBBBA includes several other international-related changes, including the expense allocation and income sourcing rules under the US FTC regime. Our panelists will dive deeper into these provisions and also discuss the recent US-G7 agreement regarding Pillar Two. CPE-eligible for 1 Tax CPE credit via live participation.

Deeper insights ahead: Bookmark this page and keep an eye on your inbox for invites to upcoming webcasts, offering an in-depth analysis into the OBBBA business implications.

From Policy to Practice: Navigating the OBBB in Renewables
2025-07-23 14:00 - 15:30
The Details

This session goes beyond a legislative recap. Our panel of experienced deal team members will explore how the One Big Beautiful Bill (OBBB) Act is reshaping renewable energy deal structures. Be sure to tell us your questions when you register: This webinar will be 100% focused on answering attendee-submitted questions, sharing our insights on what’s known, what’s unclear, and what to watch for.

Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Specialized Knowledge field of study.

Quarterly Accounting and Financial Reporting Briefing Q2 2025
2025-07-23 15:00 - 16:00
Join us for the CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing, a webinar designed to keep you up-to-date on the latest hot topics, technical matters, and current events impacting financial reporting.

Our professionals will discuss recent developments and updates from key governance bodies, including the Financial Accounting Standards Board (FASB), the American Institute of Certified Public Accountants (AICPA), the Securities and Exchange Commission (SEC), and others.

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

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

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

Learning objectives:

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

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

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

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

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

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

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

Date and time

Thursday, July 24, 2025

12:30 PM ET – 1:30 PM ET

Recommended CPE credits

1

Learning objectives

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

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

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

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

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

Learning objectives:

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

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

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

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

CPE: 1 credit available for live attendance

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

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

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

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

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

Presenters

Joshua Widener, Manager, Intelligent Automation

Rob Drover, Managing Director, Emerging Technology

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

Join KPMG for the upcoming webcast. You will:

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

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

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

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

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

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

Join us for this insightful session to discover how to:

Design benefits strategies that boost engagement and performance.

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

Personalize benefits to maximize employee utilization and satisfaction

Simplify HR processes and control costs by consolidating solutions

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

Join us today!

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