Free Live CPE Calendar

Banking and Capital Markets Tax Update
2025-06-26 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join our panel of PwC tax leaders and specialists for an in-depth discussion on the latest developments in US tax legislation and tariffs impacting the banking and capital markets industry. This webcast will provide insights into the objectives and implications of pending legislative changes and help you assess potential impacts on your organization. CPE-eligible for 1 Tax credit.

Best practices for expense management and procurement controls
2025-06-26 13:00 - 14:00
In this kickoff session, we’ll focus on strengthening expense management and procurement controls—two critical functions under increasing pressure from rising costs and regulatory complexity. Whether you’re currently using Sage Intacct or evaluating financial technology improvements, this session will help you uncover ways to drive financial clarity, automation and accountability across your organization.

Thinking beyond tariffs: Planning for uncertainty in today's middle market
2025-06-26 13:00 - 14:00
JoIn today’s middle market, CFOs and business leaders face increased volatility — tariff shifts, supply chain disruption and growing pressure on working capital. Join seasoned professionals from GSCF and Baker Tilly for a timely discussion on how financial and legal leaders can work together to help manage risk, protect margins and plan with confidence. Whether you’re managing tariff exposure or preparing for future uncertainties, this session offers actionable insights designed for CFOs and other business leaders navigating an increasingly complex landscape.

Speakers

Chris Annand, Principal – Financial Advisory, Baker Tilly

Matthew Damone, Principal – Transfer Pricing, Baker Tilly

Lori Sternola, Global Sector Head – Corporates, GSCF

Michael Sullivan, VP – Capital Markets, GSCF

Huy Tran, Principal – Financial Advisory, Baker Tilly

Learning objectives

Explore how funders and consultants collaborate to build resilient operations

Understand how evolving tariffs and trade policies are impacting middle market businesses

Learn how to protect working capital through smart funding strategies

Hear legal insights on minimizing compliance and contract risk

Marketing your payroll business
2025-06-26 14:00 - 15:00
Join Marcus Dillon, Amy McCarty and Chrissy Feinberg for valuable insights on effectively marketing your payroll business. Whether you’re just starting out or looking to refine your marketing strategy, this session will equip you with the skills needed to stand out in a competitive market.

In this session, you will learn how to:

Promote your payroll services to maximize reach and engagement with both prospective and existing clients.

Quote and price your payroll services to meet each client’s unique needs while remaining competitively positioned in the market.

Successfully sell your payroll services while fostering long-term relationships.

Delivery Method: Group InternetCourse Level: BasicField of Study: Personnel/Human Resources – Non-technicalPrerequisites: 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).

Driving talent: How to thrive with a workforce strategy for the future
2025-06-26 14:00 - 15:00
In the face of constant market and technology disruption, the role of finance executives continues to expand beyond just caring for the balance sheet. Finance and accounting leaders need to evolve and lead their talent and workforce agenda to thrive through transformation. What does a successful workforce strategy look like? We’ll discuss:

Strategies for advancing the workforce agenda within the controllership function

How to assess workforce capabilities and requirements of a future workforce

Understanding talent needs and how they fit within the organization

Tax Policy Trifecta: The Tax Bill Unveiled - Essential Business Extenders and Manufacturing Incentives
2025-06-26 14:00 - 15:00
Webcast overview

On May 22, 2025, the House of Representatives passed their version of the tax bill designed to prevent taxpayers from going over the “tax cliff” at the end of 2025, followed by the Senate Finance Committee’s release on June 16, 2025, of its current version of the tax bill. The House and Senate bills contains many extensions of current law, several new items, and a number of proposals to raise revenue.

During this webcast, professionals from the KPMG Washington National Tax office will dive into and compare the bill’s’ proposed extensions and modifications of the big 3 business extenders (i.e., bonus depreciation, section 174 expensing, and the business interest expense limitation) and proposed manufacturing business incentives. The webcast will highlight a variety of considerations businesses should think about now to prepare for these proposed changes.

Background: The Tax Policy Trifecta of 2025Tax executives are facing three significant disruptors coming together at the same time – the expiration of certain Tax Cuts and Jobs Act (TCJA) provisions, the implementation of the OECD’s global tax deal, and ongoing regulatory and executive action changes. The challenges and opportunities from these three disrupters, what KPMG is referring to as the ‘Tax Policy Trifecta’ are happening at the same time as a technology revolution with advanced tools like GenAI playing a role in how organizations can respond to change.

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.

Annual GASB standards update 2025
2025-06-26 14:00 - 15:30
Event overview

Register for an in-depth webinar focusing on the latest updates for new and pending Governmental Accounting Standards Board (GASB) standards, including a detailed discussion on evaluating the impact of the implementation of GASB Statement No. 101, Compensated Absences (different approaches to measure the various types of compensated absences) and updated disclosure requirements. The session will cover determining if your organization is subject to risks and vulnerabilities common among state and local governments that are required to be disclosed under GASB Statement No. 102, Certain Risk Disclosures.

We’ll also assess the new or modified accounting and financial reporting requirements under GASB Statement No. 103, Financial Reporting Model Improvements, which affect management’s discussion and analysis (MD&A), presentation of proprietary fund financial statements, unusual and infrequent items, and budgetary comparison information.

Lastly, we’ll provide an overview of the disclosure requirements for certain types of capital assets under GASB Statement No. 104, Disclosure of Certain Capital Assets.

What you’ll learn:

An implementation plan for the pending accounting standards

Key provisions of issued and pending accounting standards

The pending pronouncements that may have a significant impact on your organization

What Q2 IFRS quarterly tax developments could impact tax accounting
2025-06-30 09:00 - 10:00
This webcast presents the latest income tax and IFRS developments in the current calendar quarter. It summarizes developments previously published in EY Tax Alerts, other EY publications or topics identified by EY member firms. These developments may affect your tax provision or estimated annual effective tax rate.

Participants will be eligible for CE and US CPE credits.

Participants will:

Recognize the latest income tax and IFRS developments that could affect IFRS accounting.

Specify International Accounting Standards Board (IASB) update​s from the quarter.

Identify resources to reference for questions and further information about these developments.

Panelist:

Carsten Harborth, EY Germany Tax Accounting and Risk Advisory Services Deputy Leader; Partner, Tax, EY Tax GmbH Steuerberatungsgesellschaft​t & Young LLP

Sophie Coleman, EY UK Tax Accounting and Risk Advisory Services Co-leader; Partner, Tax, Ernst & Young LLP

Pieter Dekker, Partner, Assurance, EY Accountants B.V.

Paulina Korecka, Partner, Assurance, FAAS, Ernst & Young AG

Workforce Violence Prevention Webinar Series
2025-06-30 12:00 - 14:00, 2025-07-01 12:00 - 14:00
Workplace violence affects over two million workers each year. Prevention isn’t optional – it’s urgent.

This 4-part webinar series delivers the knowledge, tools and expert guidance you need to recognize threats, respond effectively and protect your people—all in focused, one-hour sessions.

Led by a former U.S. Secret Service threat expert and a national domestic violence advocate, these sessions combine powerful stories with practical strategies you can use immediately.

Professional courage as a catalyst for transformational change in internal audit
2025-07-01 10:00 - 11:00
Description:

Transformational change in organisations—especially within internal audit—requires more than new systems and processes; it demands professional courage. This online seminar explores how internal auditors can demonstrate honesty, integrity, and resolve in the face of uncertainty, resistance, and organisational inertia. By anchoring the discussion in the principles of the Global Internal Audit Standards, particularly the emphasis on integrity (Standard 1.1), this session will connect theory to practice through real-world experiences of our expert panel.

Panelists will share personal insights and case studies where professional courage directly influenced positive change—shifting cultures, improving governance, and enhancing audit’s strategic impact.

Learning Objectives:

By the end of the session, participants will be able to:

Define professional courage within the context of the Global Internal Audit Standards (Standard 1.1) and explain its relevance to the internal audit function.

Recognise behaviours and situations that require professional courage, including resistance to audit findings, ethical dilemmas, and management pressure.

Explore how professional courage underpins transformational change, drawing on examples of audit-led improvement in governance, risk, and control environments.

Apply practical strategies to cultivate professional courage at all levels of the audit function.

Reflect on how internal audit functions can be positioned and governed to support courageous leadership and innovation in line with Domain III of the Standards.

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!

Emerging trends in entertainment, sports, and social: What’s new?
2025-07-01 12:00 - 13:00
The media and entertainment (M&E) industry is changing and evolving, along with shifting consumer preferences. Adopting new technologies, broadening service capabilities and offerings, and meeting consumer expectations can help M&E companies stay competitive and profitable. We’ll discuss:

How data and AI are contributing to engagement with content and ads

Shifting consumer preferences for media and entertainment content

Ways social platforms and creators are changing the competitive landscape

Disruptions and competitive trends impacting the industry

Breaking Down the "One Big Beautiful Bill" Act: Insights & Implications
2025-07-08 13:00 - 14:00
Join us for an in-depth webinar analyzing the Trump Administration’s “One Big Beautiful Bill” Act, a sweeping tax reform package that extends key provisions from the 2017 Tax Cuts and Jobs Act (TCJA), addresses the SALT deduction cap, and introduces new tax benefits affecting both individuals and businesses.

Understanding these changes is crucial for taxpayers, financial professionals, and business leaders to effectively plan for the future and maximize benefits. Attend our webinar to gain expert insights, practical strategies, and stay ahead of the evolving tax landscape.

Our National Tax Office experts will provide a detailed breakdown of the Act’s major components and discuss what these changes mean for the middle market, including:

Individual tax updates, including any SALT cap changes

Business tax provisions, including international tax implications

Estate and gift tax revisions

The future of energy credits and incentives

Permanency of any proposed changes

Key revenue offsets

We’ll close with actionable next steps and tax planning strategies to help guide you through these changes. Don’t miss this opportunity to stay ahead of significant policy changes and ensure you’re ready for what’s next. Register today!

Speakers

Bill Smith, Managing Director, National Tax Office Mark Baran, Managing Director, National Tax Office

Who Should Attend

Business leaders, finance professionals, and tax advisors seeking to understand the practical impact of the Act and prepare for year-end planning.

Tax reform in motion - One Big Beautiful Bill Act: Explore the impacts on your business
2025-07-08 13:00 - 14:00
Event overview

Understand the effects of new tax legislation

By Independence Day, Congress is expected to enact a tax-and-spending bill that will have a significant impact on businesses and their owners. Join members of RSM’s Washington National Tax team for a live webinar that breaks down the new legislation and the business implications.

We’ll review key provisions, effective dates and potential business impacts, including those related to:

The Big Three business tax provisions: bonus depreciation, treatment of research and development expenses, and deductions for business interest

Limitations on state and local tax deductions (the SALT cap)

Qualified business income deductions and excess business losses

International tax changes

Gain timely insight into how these changes may affect your organization, and what actions to take now to respond and prepare. FASB’s project on purchased financial assets.

Q2 2025 Quarterly Technical Update
2025-07-09 12:00 - 13:00
The Quarterly Technical Update webcast series continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the third quarter of 2025 with respect to various topics in accounting and financial reporting.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the FASB, EITF and PCC.

Describe timely SEC guidance, topics and resources and their general impact on accounting and financial reporting.

Describe project and proposal stage literature that may have a broad impact on financial reporting.

Describe evolving corporate governance activities including those of the PCAOB, CAQ and other organization’s topics and releases.

CPE Information

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

Prerequisites: None

Advanced Prep: None

Program Level: Overview

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.

Crack the Code: Mid-Year Tax Strategies for a Shifting Landscape
2025-07-09 13:00 - 14:00
The current administration’s tax proposals, including the “One Big Beautiful Bill,” are already reshaping the landscape. With new risks and opportunities emerging, businesses and individuals must rethink their strategies to stay agile.

Join Armanino’s tax experts as they decode the latest policy updates and outline what’s changed, what’s still in motion and what actions to take before year-end.

Learning Objectives:

Describe the key provisions of the “One Big Beautiful Bill”

Explain how proposed tax changes may affect your business or personal finances

Identify potential new risk areas under the current administration

Evaluate if adjustments are needed to your investments, entity structures, or estate plans

Define year-end actions to help position yourself for 2025

Speakers

Deborah Vandeven, Partner, Tax, Armanino Advisory LLC

Laura Cannon, Partner, Tax, Armanino Advisory LLC

Yoni Fix, Partner, Armanino Advisory LLC

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

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

*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.

Powering resilience: Audit, risk, and compliance strategies from the energy and utilities sector
2025-07-09 14:00 - 15:00
Description:

While the energy and utilities sector faces some of the most complex and high-stakes risk challenges — ranging from critical infrastructure threats to on-site safety and stringent regulatory demands — many of the strategies used to address these challenges offer valuable lessons for any organization. This webinar is designed for audit, risk, and compliance professionals across industries who want to learn from the unique approaches used in energy and utilities to strengthen enterprise-wide resilience.

We’ll explore how organizations in this sector are moving beyond siloed efforts by adopting connected risk strategies that activate the first, second, and third lines of defense. The session will also examine how cross-functional teams collaborate to manage major risk domains — including operational, financial, cyber, and physical safety — and how audit automation and modern GRC tools are driving efficiency and assurance.

Whether you’re managing compliance in a regulated environment, leading enterprise risk assessments, or modernizing internal audit processes, this webinar will provide practical insights and proven practices that can be applied in any industry.

Learning Objectives:

Analyze how connected risk strategies activate all lines of defense within an organization.

Describe how cross-functional teams can effectively collaborate to manage key risks.

Identify practical applications of audit automation and modern GRC tools for driving efficiency and assurance in risk management.

Formulate strategies for adapting risk and compliance practices from the energy and utilities sector to their organization.

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!

Outrank the Competition: Marketing Strategies That Win in 2025
2025-07-09 14:00 - 15:00
Today’s most successful accounting firms aren’t just showing up online – they’re leading the pack. In this free CPE webinar, we’ll explore the digital strategies forward-thinking firms are using to stand out from the competition. From modern, high-converting websites to smart branding and search engine optimization, you’ll learn what’s working for your peers, and how to apply these insights to elevate your own firm’s online presence.

Learning objectives:

Select high-impact marketing strategies to boost visibility and drive client acquisition.

Recognize best practices from top firms for high-performing websites that convert.

Identify how to build a credible, trustworthy brand that sets your firm apart.

Distinguish key factors that influence your firm’s visibility on Google and tactics to improve your ranking.

National Banking Symposium - July Sector Outlook
2025-07-09 14:00 - 15:30
Webcast overview

The National Banking Symposium – July Sector Outlook will cover:

Quantum banking

Macroeconomic environment

Sector outlook with Fitch Ratings

Impacts to the banking sector stemming from the proposed “big, beautiful” tax bill

M&A updates

Continuing education

There will be 1.5 continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately 1.5 hours.

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 Technical Update - Rebroadcast 1
2025-07-10 07:00 - 08:00

Enhancing supply chain resilience in a new era of policy
2025-07-10 11:00 - 12:00
As the policy landscape continues to evolve, how can your company continue along the manufacturing industry’s growth trajectory? The potential for shifts in global trade dynamics and ongoing supply chain unpredictability could present new opportunities as well as challenges. We’ll discuss:

How focusing on cost efficiencies and upskilling your workforce can strengthen your competitive edge

The potential impact of tariffs on US manufacturing and strategies to enhance business resilience

The ways in which the benefits of reshoring may drive value

Tariff impacts and responses in retail
2025-07-10 12:00 - 13:00
Retailers are navigating high uncertainty due to volatile tariff policy changes, margin pressure and global supply chain disruption. With sometimes daily changes, being prepared to respond is crucial. Retailers must evaluate and consider whether their current growth management techniques, portfolio strategy, response team, data and analytics and technology are ready to support the business during these changes.

Participants will learn:

How recent tariff changes are reshaping the retail landscape and retailers supply chains

What key macroeconomic indicators signal upcoming risks or opportunities

Which retail subsectors are most exposed to tariff-driven disruptions

Strategic actions retailers can take now to protect margin and ensure supply chain agility

How to use scenario planning and data analytics to respond proactively

Quarterly accounting update—Summer 2025
2025-07-10 13:00 - 14:00
Event overview

Register for RSM’s summer quarterly accounting webinar to stay ahead of the latest developments and gain an in-depth understanding of recently issued Accounting Standards Updates (ASUs) by the Financial Accounting Standards Board (FASB).

You’ll hear about many notable updates, including:

ASU 2025-04, which provides updated guidance on how to classify the vesting conditions of share-based compensation which is payable to a customer when the buyer meets certain sales-related criteria

ASU 2025-03, which updates the guidance on determining the acquirer of a variable interest entity in certain facts and circumstances

The FASB’s forthcoming guidance which provides a practical expedient for both public and private companies regarding how to apply ASC 326 to trade accounts receivable recognized under ASC 606, as well as a further accounting policy election for private companies on the application of the practical expedient

Additionally, you will hear approaches for implementing the disclosure requirements of ASU 2023-09 related to ASC 740, Income Taxes, and receive an update on the scope and other provisions of the FASB’s project on purchased financial assets.

Tax Trends: Quarterly tax roundtable
2025-07-10 13:00 - 14:00
Join Baker Tilly’s experienced tax professionals for a roundtable discussion as part of our quarterly Tax Trends webinar series on Thursday, July 10. Business leaders and taxpayers are navigating an uncertain tax policy landscape, with tariffs and the “One, Big Beautiful Bill” on the horizon. In this CPE webinar, our thought leaders will provide key insights on potential impacts to you and your business.

Presenters

James Creech, Principal, Baker Tilly

Matthew Damone, Director, Baker Tilly

Jessica Jeane, Director, Baker Tilly

Learning objectives

After completion of the webinar, participants will:

Address the status of the IRS and administrative updates

Gain an understanding of the current legislative landscape on Capitol Hill as Republican lawmakers work to enact the One, Big Beautiful Bill Act

Become familiar with the latest developments in global trade and tariffs

Eye on Washington Quarterly Update: Q2 2025
2025-07-10 14:00 - 15:00
Stay ahead of the latest tax developments that may affect your business with our Q2 2025 Eye on Washington webinar. These free, quarterly webinars cover the latest administrative, legislative, and judicial updates emerging from Washington.

Designed for CEOs, CFOs, financial executives and advisors, and other interested parties, the insights shared will help you navigate the complex tax environment. From federal tax reform to IRS guidance, we’ll provide the most up-to-date information you, your business, and your stakeholders need to prepare.

*If you require a reasonable accommodation to participate in this event, please email abilities@cbiz.com or call (816) 841-4025.

DisclaimerWe may be unable to offer CPE certificates to those who log into the webinar using:

GoToWebinar Instant Join

iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar)

If you’d like the opportunity to earn a CPE certificate, please log in using a different method than those indicated above to ensure you show up on the final attendee report.

Federal Tax Reform Bill
2025-07-10 14:00 - 15:00
Event Details

Attend this webinar to:

Define the next steps expected for passing federal tax reform

Evaluate significant business tax provisions included in the bill

Identify changes to clean energy provisions included in the bill

Q2 2025 Quarterly Technical Update - Rebroadcast 2
2025-07-11 12:00 - 13:00

Preparing for a First-Time Communications Industry Audit
2025-07-14 12:00 - 13:00
Being audited for the first time can be difficult and time-consuming. Companies and organizations in the communications industry that haven’t had experience with audits can run into many first-time challenges. In this webinar, our team will discuss potential roadblocks, what goes into an audit, how to prepare for a smooth process, and how to navigate the results of an audit. Topics will include internal controls, lease standards, revenue recognition standards, accounting for grants, materials and supplies, plant under construction versus plant in service, expensing versus capitalizing, and more.

Learning Objectives

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

Identify various elements that go into an audit.

Discuss what it means to have an audit.

Recognize aspects that can be challenging for a first-time audit.

Compliance Conversations With ProBank Education Services: Q2 2025
2025-07-14 14:00 - 15:00
Join us as we delve into the ever-evolving world of banking compliance regulations. We’ll bring together knowledgeable industry professionals and thought leaders to share their insights and experiences as we discuss the latest updates in the industry and explore the challenges and opportunities that come with navigating regulatory compliance. We’ll cover regulatory changes in the second quarter of 2025, enforcement actions, and best practices to help you prepare for what’s next.

Learning Objectives

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

Identify best practices to help lessen compliance risk.

Discuss regulatory requirements in the banking industry.

Recognize the impacts of pending regulations and changes for the second quarter of 2025.

NEW Tax Legislation: An Overview
2025-07-14 14:30 - 16:00
Event Overview

Congress has once again passed comprehensive tax legislation. This legislation extends the expiring provisions of the Tax Cuts and Jobs Act of 2017 while also introducing many new tax changes. Join us for an overview of the bill and the impacts the new legislation will have on your organization.
