Domestic tax quarterly webcast series: a focus on state tax matters - June 2025
2025-06-18 14:00 - 15:15 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
In 2025, all states are conducting legislative sessions and must enact budgets for their upcoming fiscal years. By June most states will have concluded their legislative sessions and adopted their budgets. For our second quarterly webcast in 2025, our panelists will review significant state tax legislation enacted in 2025, including changes enacted in Washington State, Maryland and New York.

Our panelists will also:

Discuss recent federal and state tax legislative, regulatory and judicial developments regarding P.L. 86-272

Provide a state fiscal update

Examine states that still need to enact their budgets for the upcoming fiscal year

Highlight pending legislation in states still in session as well as proposed regulations of interest to multijurisdictional businesses

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

Q2 2025 Quarterly Outlook
2025-06-18 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 developments

Sustainability reporting update

FASB developments and other headlines

*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 June 17 and 18 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Sustainability Regulations: Now What?
2025-06-18 15:00 - 16:00
Much of the regulatory landscape around sustainability and ESG policy has shifted in 2025. Federal rules and incentives have been rolled back, paused, or reversed in the U.S., though state-level policies continue to proliferate, impacting companies across multiple industries. Meanwhile in Europe, new proposals may soften reporting requirements companies have been preparing for, while other countries continue to add new ones of their own.

So how should companies interpret the changes and prepare in an age of uncertainty? BDO leaders will share updates and implications of regulatory changes, while discussing how companies can use this opportunity to ground themselves in value creation and risk mitigation strategies.

Learning Objectives

Recognize the current and proposed state of sustainability regulations in the US at the federal and state level, as well as in the EU and internationally.

Recognize the current and proposed state of sustainability regulations in the US at the federal and state level, as well as in the EU and internationally.

Identify practical strategies to prepare for current and upcoming regulations, while also executing on strategies that provide immediate business value.

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.

Q2 2025 Quarterly accounting webcast
2025-06-19 11:00 - 12:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2025.

Presenters: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 June 11, June 17, and June 19 sessions will be the same, participants are only eligible to receive CPE for attending one session.

NetSuite EPM webinar series
2025-06-19 13:00 - 14:00
Event overview

Learning objectives

By attending these webcasts, participants will be able to:

Understand how to create efficiency within the account reconciliation process using NSAR

Evaluate best practices for financial consolidation and close management

Demonstrate how to leverage data warehousing for financial reporting and analysis

Tech Trends 2025: What CFOs should know and the impact on finance
2025-06-19 14:00 - 15:00
Tech Trends 2025 reveals the extent to which artificial intelligence (AI) is being woven into the fabric of our lives. We will explore the key trends and innovations, why they matter for the finance function, and five questions chief financial officers (CFOs) should be asking to invest in the future. We’ll discuss:

Questions and considerations for CFOs around the implementation of AI in finance

The trends most relevant to today’s CFO agenda

What agentic AI is and how it works in finance today

Tax Readiness: Q2 Tax accounting considerations
2025-06-19 14:00 - 15:00
Join our panel of PwC specialists as they discuss tax accounting considerations and recent tax developments. On this webcast, we will discuss financial reporting considerations related to developments surrounding tariffs, divestiture trends and the potential for U.S. tax reform. CPE-eligible for 1 Accounting credit.

Understanding the One Big Beautiful Bill: Implications for Institutional Investors and Asset Managers
2025-06-23 09:00 - 10:00
Webcast overview

We invite you to join us for an insightful 60-minute webcast following the release of the House of Representatives version of the tax bill. David Neuenhaus, US Tax Leader for Asset Management and Global Tax Leader for Sovereign Wealth & Pension Funds, and Kirstin Gallagher, US Tax Leader for Sovereign Wealth & Pension Funds, will share a comprehensive analysis of the key provisions impacting Sovereign Wealth Funds and Asset Managers. Discussion topics will include:

IRA Cuts and Renewable Energy: Examine the potential evolution of IRA cuts in the Senate and the future of renewable energy investments.e the same, participants are only eligible to receive CPE for attending one session.

Current Status and Key Provisions: Understand the legislative progress and main elements of the bill.

Impact on Institutional Investors: Explore the potential impacts on Institutional Investors and those raising capital from this group.

Global Tax and Investment Policies: Discuss how the bill might reshape international tax regulations and provide strategic guidance for funds relying on Section 892.

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.

Mergers in Higher Education: Trends, Concerns, & Strategic Success
2025-06-23 11:00 - 12:00
Join Forvis Mazars for an informative webinar on strategic mergers and acquisitions in higher education. Starting with recent trends, we’ll explore recent case studies to highlight different catalysts and functions of mergers and distinguish mergers from closures. Next, we’ll discuss common bottlenecks for strategic merger negotiations, including stigma and partner identification. Finally, we’ll hear from a team of professionals working in higher education about key considerations and tactics for using a merger or acquisition to help achieve your institution’s goals.

Learning Objectives

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

Discuss key considerations for a successful merger, including vision-setting, integration, and regulatory approval.

Describe recent trends in higher education mergers and acquisitions.

Identify common challenges to starting the merger process, including partner identification and scoping.

SEC mid-year update 2025
2025-06-23 13:00 - 14:00, 2025-06-24 12:00 - 13:00
Webcast overview

Webcast overview

In this webcast, KPMG professionals navigate recent SEC activity and provide insights for the SEC’s key focus areas for the remainder of the year.

Applicability

All companies with existing or potential future SEC reporting requirements

*CPE Credit: Participants will be eligible for 1.0 CPE credit in the field of accounting for attending one of the 60-minute sessions and responding to live check-ins. Since the content for the June 23 and 24 sessions will be the same, participants are only eligible to receive CPE for attending one session.

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.

Q2 2025 Quarterly Close: Keep Up on Accounting Trends and Topics
2025-06-23 14:00 - 15:30
Event details

When you’re managing the day to day, it can be hard to keep up with all the regulatory news and emerging accounting trends. Our team of accounting advisory specialists is here to help with our quarterly webinar series.

In this webinar, we’ll cover the most recent updates and decisions from the Financial Accounting Standards Board and the Securities and Exchange Commission. And we’ll discuss what that news might mean for your business. We also will receive an economic update from ITR Economics, now part of Crowe.

As a result of participating in this event, you should be able to:

Describe recent regulatory news and updates

Apply any relevant recent accounting developments to your financial reporting and business decisions

Identify how current economic events and future trends might affect your business

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: 1.0 accounting, 0.5 specialized knowledge

This session is eligible for 1.5 hours of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.

Additional CPE information

Florida Virtual Nonprofit Seminar – Session 1
2025-06-24 09:00 - 12:00
Join us for a dynamic and informative webinar tailored for nonprofit organizations across Florida, where we’ll explore the latest industry updates affecting the sector, dive into practical strategies for conducting operational assessments to boost efficiency and impact, and share essential risk management practices to help safeguard your organization’s mission and sustainability. This session is ideal for executive directors, board members, and nonprofit professionals looking to stay ahead of sector trends, strengthen internal operations, and proactively manage potential risks.

Learning Objectives

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

Explain what a financial department operational assessment is and how it differs from an audit.

Recognize how to determine whether a financial department operational assessment can help your organization.

Discuss how to take corrective actions based on various operational assessment outcomes.

List what types of risks are present in nonprofit organizations.

Describe financial risks related to fraud.

Identify best practices to help mitigate common risks in nonprofit organizations.

CPE Information

3.00 CPE Credit (pending approval)

Three CPE credits (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Accounting for income taxes: a quarterly perspective – June 2025
2025-06-24 11:00 - 12:00
Please join us for the next webcast in our “Accounting for income taxes” series.

A panel of experienced Ernst & Young LLP professionals, moderated by Angela Evans, Partner, Tax Accounting and Risk Advisory Services (TARAS), will discuss ongoing issues and regulatory trends in the tax accounting arena. Topics will include recent tax legislation with tax accounting implications and a review of current income tax accounting concepts.

Moderator

Angela Evans, Partner, TARAS, Ernst & Young LLP

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

Understanding Regulation E: Disputes and Provisional Credit
2025-06-24 12:00 - 13:00
Event details

Financial services organizations must effectively navigate Regulation E requirements when managing electronic funds transfer error disputes. This webinar will offer an overview of investigation and record retention obligations, provisional credit practices, customer notification requirements, and ongoing monitoring.

Crowe specialists will provide actionable insights to help financial services organizations strengthen compliance frameworks, enhance customer support, and mitigate regulatory risks. Attendees will receive practical examples and best practices to help improve their Regulation E error resolution processes.

Don’t miss this opportunity to deepen your understanding of Regulation E and strengthen your organization’s operational resilience.

After attending this session, you should be able to:

Discuss effective strategies for ongoing monitoring and compliance improvement

Describe the process for conducting investigations and retaining records under Regulation E

Explain best practices for issuing provisional credit, including managing fees and interest

Identify key customer notification requirements during the error resolution process

Resilience as a strategic advantage in food and agriculture
2025-06-24 12:00 - 13:00
Food and agriculture companies may need to rethink resilience amid evolving environmental impacts, shifting regulations, and changing consumer demands. In this landscape, resilience is emerging as a catalyst for innovation and long-term growth. Deloitte is collaborating with Lighthouse Farm Academy, an executive education program accredited through Wageningen University, to explore how a resilient food system can unlock new value. We’ll discuss:

Practical tools and metrics to measure progress in productivity, environmental impact, and brand trust

Systemwide frameworks that integrate sustainability and strategy

How cross-sector collaboration can accelerate transformation

Navigating the Crossroads: What’s Next for Sustainability Reporting?
2025-06-24 12:00 - 13:00
Is your organization prepared for the next wave of sustainability reporting changes?

With evolving global frameworks (like CSRD, ESRS, ISSB, and GRI) and a shifting regulatory landscape, the future of regulated sustainability disclosure is evolving. Meanwhile, organizations are still looking to sustainability as a way to drive business value and reduce risk.

In this session, panelists will unpack the current and upcoming regulatory changes, explore how jurisdictional differences are influencing standards, examine how organizations are looking to sustainability as a way to optimize business opportunity, and provide actionable strategies to help your team stay compliant and competitive.

Join Pro Groups to gain insights on how to navigate this environment, how it impacts your voluntary and required sustainability reporting, and how to confidently navigate the complexities of sustainability reporting and prepare for what’s next.

Plus, register for our virtual roundtable on June 26 to engage in peer-led discussion on these topics. Register now

After attending this session, you will be able to:

Identify key sustainability regulatory changes and their expected impact in 2025.

Compare how global frameworks (ESRS, ISSB, GRI, CDP) intersect with jurisdictional requirements.

Examine the drivers behind voluntary sustainability reporting as a way to drive business value and reduce risk.

Develop strategies for adapting sustainability reporting processes to remain compliant and competitive.

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 →

Building Resilient Ecosystems: Third-party risk management in a changing world
2025-06-24 13:00 - 14:00
Webcast overview

Join us for the second installment in our partner ecosystem webcast series where we explore the critical topic of third-party risk management. In today’s rapidly evolving technological, regulatory, geopolitical, and macroeconomic landscape, ensuring your partner ecosystems are resilient and secure is more important than ever. This session will equip you with actionable insights and strategies to help ensure risk mitigation is built into your partner strategies from the outset. Don’t miss this opportunity to stay ahead and protect your business in an increasingly complex world.

Topics we will cover include:

Evolving effective risk mitigation models and contingency plans ensuring interconnectivity and proactive due diligence

Managing partner ecosystem risks in a rapidly evolving landscape, including geopolitical and AI-related impacts on regulation, supply chains, and technology

Rethinking partner ecosystem risk management amid compound volatility, exploring how ecosystems both introduce new risks and help mitigate emerging threats

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.

Navigating business globally: Pillar Two's impact on multinational enterprises
2025-06-24 13:00 - 14:00
Event overview

Join RSM’s 60-minute live webinar on June 24 for a panel discussion focused on the Organisation for Economic Co-operation and Development’s Pillar Two and its impact on companies operating globally. This event is designed to provide you with valuable insights and practical guidance on navigating the complexities and the status of the evolving guidance.

Pillar Two is a comprehensive framework aimed at establishing a global minimum effective tax rate of 15% for multinational enterprises. This initiative is a key component of international tax reforms and has been implemented by over 50 jurisdictions, reflecting its integration into the broader global tax landscape. With the U.S. proposing increased taxes on non-U.S.-owned companies in retaliation for what it considers “unfair” taxes under the global tax deal, multinational enterprises face uncertainty and are evaluating what actions to take next. The conversation will include U.S. and non-U.S. global perspectives on how companies are preparing and reacting to the changing landscape.

Sage Intacct R2 Release Highlights
2025-06-24 13:00 - 14:00
Staying updated with Intacct’s releases can be challenging, especially with multiple enhancements to explore. Join us as we delve into the highlights of the latest 2025 R2 release.

Learning Objectives

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

Explain the features enhancements from Sage Intacct’s 2025 R2 release

Recall which (if any) enhancements are pertinent to your day-to-day tasks

CPE

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

View CPE sponsorship information

Disconnect to Connect: Practicing mindfulness in the workplace
2025-06-24 13:00 - 14:00
Do you find yourself distracted at work and at home? Do you fear that you are not working to your full potential with your team or as a leader because of workplace misunderstandings? Are you empathetic as a leader and seek to understand others’ perspectives? In this session, we will take a deep dive into understanding where we are off balance in our lives — both at work and home — and how this affects the experience we create with others.

Many of us can feel that we are technically up to speed in what we do; however, we are not living up to our full potential as a leader or co-worker because we lack the skills to mindfully connect with one another. Mindfulness is the practice of being fully present in the current moment and learning how to calmly observe our thoughts and feelings without judgment or action. By learning to disconnect, we can connect in a more intentional, positive way and find common ground with those we work with and care about. Through the daily practice of mindfulness, we can gain a better understanding of where we are off balance internally so that we can show up better for those around us, be a more successful leader and feel more engaged as an employee.

In this session, you will:

Gain a clear understanding of what mindfulness is and how to practice it;

Learn to evaluate your work-life balance and the work-life balance of your employees;

Understand how to improve employee engagement and well being;

Discover a couple of quick and easy meditation practices for mindfulness is the office; and,

Learn the most effective office/desk yoga stretches for clarity and focus.

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

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

Navigating the R&D Tax Credit Landscape: Disclosure Requirements & Quarter 2 Updates
2025-06-24 13:00 - 14:00
Join Cherry Bekaert’s webinar series on the Internal Revenue Code (IRC) Section 41 credit for increasing research activities, also known as the research and development (R&D) tax credit. The upcoming session will cover recent changes to the capitalization of specified research expenditures under IRC Section 174 and new disclosure requirements for research credit calculations. We’ll discuss changes to Form 6765, effective in 2025, and strategies for maximizing benefits while maintaining compliance. Gain insights into handling amended claims and explore practical examples from various industries to support your R&D initiatives.

Learning Objectives:

• Explore recent updates on amended refund claims and their impact on your R&D tax credit strategy

• Learn about new disclosure requirements on Form 6765 starting in 2025

• Keep up with anticipated R&D tax legislation changes and their business impact

• Discover best practices for meeting enhanced disclosure standards

• Gain insights on how various industries can effectively adapt to these changes and leverage the R&D tax credit

Crypto Estates: Protecting Your Digital Legacy
2025-06-24 14:00 - 15:00
You’ve worked hard to generate and preserve your wealth. If some of your wealth is held in cryptocurrencies or digital assets and you value privacy and tax efficiency, you might consider taking steps to update your estate planning documents. Don’t have an estate plan? The government has one for you. If you fail to work through an estate plan during your lifetime, a judge could decide on your behalf how your estate is passed on to beneficiaries, even if it’s not what you would’ve intended. Time may also be running out to take advantage of a historically large estate tax exemption that is scheduled to be cut in half at the end of 2025. However, cryptocurrency and digital assets now have some friendlier policymakers in Washington, D.C. Under the new administration, we may see wider adoption of cryptocurrencies as a result of agencies such as the SEC switching their tone, leading to potentially preferential tax policy in the future. Join us for this informative webinar as we explore strategies to consider to help protect wealth in the long term.

Learning Objectives

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

Recognize the importance of a custodial strategy and think through the considerations.

Identify tax strategies that can protect wealth in the long term.

Discuss the importance of privacy and legacy in estate planning.

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.

Managing Technology Risks and Compliance for Business Success
2025-06-24 14:00 - 15:00
Event Overview

In this webinar, you’ll discover:

Explore the strategies and best practices for identifying, assessing, and mitigating technology-related risks in your organization.

Understand the key cybersecurity compliance frameworks and privacy regulations, such as SOC, HIPAA, NIST, GDPR, CCPA, and their impact on your business.

Discover the principles and frameworks for effective IT governance, aligning technology with business objectives and ensuring appropriate oversight.

Learn how to evaluate, manage, and monitor the risks associated with third-party vendors and partners in your technology ecosystem.

Explore the latest cyber threats, the role of AI and automation in cyber defense, and best practices for building a robust cybersecurity strategy.

Recommended CPE Credit: 1

Recommended Field of Study: Information Technology

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

*To receive CPE credit attendees must attend the session via a computer or mobile device, dial in attendees will not qualify. All three (3) attendance verification polling questions must be answered, the survey at the close of the session must be completed, and your time in the session must be a minimum of 50 minutes in order to receive 1.0 CPE credits.

Accounting for Tax Credits
2025-06-24 14:00 - 15:00
Webcast overview

Due to the influx of new and modified tax credits created by the Inflation Reduction Act, more companies are encountering tax credits. During this webcast, KPMG professionals introduce key concepts in accounting for tax credits in accordance with US GAAP based on their nature and characteristics. This webcast discusses a variety of topics, including:

Accounting for refundable credits

Accounting for nonrefundable, nontransferable credits

Accounting for transferable credits

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.

Tax Accounting Quarterly Update - June 2025
2025-06-24 14:00 - 15:30
Event description

Learn about tax developments that can affect your financial statements, including accounting for income and non-income taxes. We will focus on the financial reporting implications of these developments. This is a continuation of our series of quarterly webcasts sponsored by Grant Thornton Advisory LLC Tax Reporting & Advisory services practice.

Date and time

Tuesday, June 24, 2025

2:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Identify updates in federal tax matters

Recognize significant state tax developments

Describe significant international tax developments

Apply relevant FASB, SEC and other accounting updates

Cite compensation and benefits developments

Navigating Third Party Risk: Internal Audit's Strategic Role
2025-06-24 15:00 - 16:00
In today’s interconnected business environment, managing third-party risks is more critical than ever. There is a pressing need for internal auditors to play a proactive role in identifying, assessing, and helping to mitigate risks associated with third-party relationships. Learn how to safeguard your organization from potential risks posed by vendors, suppliers, and other third parties, as you help to ensure compliance and protect your business interests.

1.0 CPE Credit in the field of Auditing.

Learning Objectives

Identify methods to strengthen oversight and monitoring of third-party activities to protect organizational interests.

Define the importance and scope of third-party risk management.

Identify techniques for identifying and assessing risks associated with third-party relationships.

Discuss how to help ensure third-party compliance with relevant regulations and standards.

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.

Pillar Two Technical Series: Data Strategies
2025-06-25 11:00 - 12:00
Join Forvis Mazars for another webinar in our Pillar Two Technical Series to learn about the importance of developing a robust Pillar Two data strategy and why it’s essential for compliance and strategic decision making. We’ll explore common challenges, potential solutions, and what you need to know about your organization’s data landscape to prepare for Pillar Two readiness.

Learning Objectives

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

Describe the importance of a Pillar Two data strategy.

Outline Pillar Two data challenges.

Discuss how to prepare for Pillar Two readiness.

CPE Information

1.00 CPE Credit (pending approval)

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

From forecast to action: Crafting a realistic fiscal sustainability plan
2025-06-25 12:00 - 13:00
As cities and counties grapple with rising costs, aging infrastructure and volatile revenues, achieving long-term fiscal sustainability has never been more critical.This session provides local government leaders with a practical framework for developing and implementing a fiscal sustainability plan grounded in realistic long-range forecasting. Participants will learn of the importance of a realistic and dynamic long-range financial forecast to identify structural budget gaps and how to identify viable fiscal strategies to address those gaps. The session will explore how to evaluate and package revenue and expenditure options using real-world case studies from cities that have successfully engaged stakeholders, built public trust, and adopted fiscally sound plans. Whether you’re new to municipal finance or a seasoned City Manager, this session will equip you with insights and tools to support responsible, forward-thinking financial planning in your community.

Learning objectives:

Understand the role of long-range financial forecasting

Identify and evaluate fiscal strategies

Analyze case studies of successful municipal fiscal sustainability efforts to understand how to engage stakeholders, build public trust and implement fiscally responsible plans.​​​​​

Who should attend:

Leadership and professionals from cities, towns, counties, school districts, special districts, utilities, economic development organizations and tribal governments who are involved in decision-making and strategic initiatives

Presenters

Jay Staley, Ed.D. Co-host, Director

Matt Bubness, M.P.A. Co-host, Director

Steve TolerDirector

Information about CPE eligibility There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.

CPE credit: One (1) hour total credit  Level: Basic Field of study: Specialized knowledge

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Essential Techniques for Grant Writing Success
2025-06-25 12:00 - 13:00
Join Forvis Mazars for an in-depth overview of the current grant landscape and practical strategies for developing an annual grants strategy. In this CPE-eligible presentation, learn about advanced techniques for identifying suitable grants and crafting compelling proposals. We’ll also share insights on best practices for articulating project goals, aligning with funder priorities, and effectively communicating impact within grant applications.

Learning Objectives

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

Describe the current grant landscape.

Outline and plan a grant portfolio and annual grants strategy.

Explain the process of finding and applying for grants.

Discuss grant writing tips.

CPE Information

1.00 CPE Credit (pending approval)

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