Government Contractors: Navigating Termination for Convenience
2025-06-25 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
When the federal government ends a contract for convenience, it can leave contractors navigating complex rules and uncertain financial impacts. This webinar will explore what termination for convenience means, how it differs from default, and what rights and options are available to contractors. In addition, our knowledgeable professionals will delve into practical guidance on cost recovery, documentation, and strategies to protect your business.

Learning Objectives

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

Recognize the legal basis and purpose of termination for convenience in federal government contracts.

Identify the key differences between termination for convenience and termination for default.

Describe best practices for preparing a termination settlement proposal and negotiating equitable compensation.

Discuss strategies to protect your business and help lessen the financial impact in the event of a termination for convenience.

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..

Quarterly TaxWatch Bank Update: Legislative insights and developments
2025-06-25 14:00 - 15:00
Webcast overview

We are pleased to invite you to our upcoming KPMG Quarterly Bank Update webcast, scheduled for June 25, from 2:00 – 3:00 PM ET. This session is designed to provide tax professionals in the banking and capital markets industry with insights into the latest developments in Washington and the potential impact on banks.

During this session, our leaders will discuss:

An update on the proposed legislation and its potential impacts on banks

Recent state legislation impacting apportionment and sourcing impact

Other relevant industry updates and insights.

Join us to stay informed and receive valuable insights to help you navigate the current environment.

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.

Don't Fall for the Dirty Dozen Tax Scams
2025-06-25 14:00 - 15:00
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

During this webinar you will:

Review the IRS Dirty Dozen Tax Scams.

Learn what taxpayers should do if they’re a victim of a tax scam.

Take an in-depth look at the Identity Protection PIN program and explore why taxpayers should enroll.

Plus, a live Q & A

Offered with closed captioning. Closed Captioning displays the words that descrbe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English only.All participants who qualify will receive a Certificate of Completion.Tax Professionals – Earn up to 1 CE Credit. Category: Federal Tax

IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov.

Transform FP&A for Business Central With Solver
2025-06-26 10:00 - 11:00
Join us for an insightful webinar where we explore how Solver can propel financial planning and analysis (FP&A) for Microsoft Dynamics 365 Business Central. This session will showcase the integration of Solver with Business Central, demonstrating how it can enhance reporting, budgeting, and forecasting. Learn how Solver’s powerful tools can streamline your financial processes, improve data accuracy, and provide actionable insights to drive strategic decision making. Whether you’re migrating from Dynamics GP or looking to refine your current Business Central setup, this webinar will provide valuable knowledge and practical tips to help transform your FP&A functions.

Learning Objectives

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

Recognize how Solver integrates with Business Central and other enterprise resource planning (ERP) systems to provide customizable reporting solutions.

Describe how to create detailed budgets, perform accurate forecasts, and manage financial planning processes efficiently.

Explain how Solver’s data warehouse capabilities can help streamline various financial processes in Business Central, especially for those migrating from Dynamics GP or other ERP systems.

CPE Information

1.00 CPE Credit (pending approval)

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

Beyond 2025: Embracing Technology and Cultivating Innovation in Internal Audits
2025-06-26 11:00 - 12:00
Webcast overview

As we navigate a dynamic 2025, internal audit teams must stay ahead of the curve by leveraging the latest technological advancements and adapting to the dynamic sociopolitical environment. Nowhere is this more true than in the aerospace and defense sector. Join us for an engaging KnowledgeCast, with special guest moderator Charles King and Andrea Luciente, the Vice President of Internal Audit from L3Harris, as they delve into how to lead in a time of transformation, with a special focus on technology and teaming.

Key topics to be covered include:

Embracing advanced technologies in internal audits

Fostering a culture of innovation in internal audit

Stakeholder management in a dynamic environment

Navigating today’s evolving risk landscape

Key priorities for internal audit leaders in 2025 and beyond

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.

Lessons from the 2025 Proxy Season
2025-06-26 11:00 - 12:00
Webcast overview

Join us for the next KPMG Board Leadership Center quarterly webcast as we discuss trends from the 2025 proxy season.

Topics to be discussed include:

Activist investors and shareholder engagement

A look at proxy voting trends and outcomes

The board’s story and corporate disclosure

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.

Mid-year global economic outlook 2025: navigating complexity
2025-06-26 11:00 - 12:00
The mid-point of 2025 finds the global economy navigating a volatile mix of macroeconomic headwinds and structural shifts. Momentum has remained generally stable, but growth trajectories are diverging sharply across geographies and sectors.

Mounting policy uncertainty — fueled by protectionist trade shifts, regulatory recalibration and electoral aftershocks — is compounding the complexity of strategic planning. Businesses must now operate in an environment shaped by fragmented globalization, monetary policy desynchronization and renewed inflationary pressures tied to supply fragility and trade policy uncertainty.

In this update, we’ll examine six global macroeconomic and geopolitical themes that are reshaping the global landscape. These include the United States’ evolving role as both a growth anchor and a source of disruption, the ripple effects of contested and increasingly protectionist trade policies, the fine line central banks are treading between inflation volatility and the risk of financial instability, the delicate fiscal balances many governments are confronting, and labor market transformations fueled by new technologies. The imperative for agile leadership and adaptive strategies has never been more pressing.

Join us as we unpack these critical drivers of change, offering actionable insights to help leaders anticipate challenges, seize opportunities and chart a resilient path forward in an increasingly interconnected world.

In this session, we will discuss:

US exceptionalism reassessed: Growth disruption amid rising policy unpredictability

Global fragmentation: Trade and geopolitics in a re-globalizing world

Inflation whiplash: Renewed price pressures meet fragile supply chains

Policy crossroads: Gradual monetary easing, but with heightened caution

Fiscal tightrope: Populist pressures vs. long-term debt sustainability

Labor reset: Productivity, AI adoption and lingering talent mismatches

Speakers

Gregory Daco, Chief Economist, Strategy and Transactions, EY-Parthenon, Ernst & Young LLP

Marek Rozkrut, EY EU & CESA Chief Economist

Courtney Rickert McCaffrey, EY Global Geostrategy Insights Leader

Moderator

Juan Uro, Principal, Strategy and Transactions, EY-Parthenon, Ernst & Young LLP

First-Party Data Strategies for Privacy and Personalization
2025-06-26 11:00 - 12:00
Event description

As privacy expectations grow and regulations tighten, organizations face a critical challenge: delivering personalized experiences without compromising customer trust. Consumers now expect both tailored marketing and rigorous data privacy — a paradox that only consented, first-party data (FPD) can solve.

Join Grant Thornton and OneTrust for a practical discussion on how leading companies are turning compliance into a competitive advantage. Through real-world use cases and cross-functional insights, we’ll explore how compliant data practices drive engagement, loyalty, and long-term value.

Key takeaways include:

Why first-party data is no longer just a marketing asset, but a business-wide foundation for trust, personalization, and performance

How to design privacy experiences that respect customer choice and unlock enterprise value

A scalable framework for building and activating defensible FPD programs

Whether you’re just starting with consented data or scaling advanced personalization, this session will help you connect compliance with customer-centric growth.

Strategic Financing Services 2025 Speaker Series
2025-06-26 12:00 - 13:00
Overview

Join Cherry Bekaert’s Strategic Financing Services team for a four-part webinar series focused on New Markets Tax Credits (NMTCs). Designed for community development organizations and professionals, this series offers practical guidance on leveraging NMTCs, working with Community Development Entities (CDEs), building strategic growth plans, and navigating the NMTC application process. Gain the tools and insights needed to advance your mission and maximize funding opportunities.

Review the registration site to explore each session and speaker details. You can register for individual sessions and add them to your calendar.

Who Should Attend

This program is ideal for businesses and professionals seeking to deepen their understanding of strategic financing and learn how to effectively leverage the New Markets Tax Credit (NMTC) program to support underserved communities.

Collaborate seamlessly: How NetSuite enhances remote team productivity
2025-06-26 13:00 - 14:00
Event overview

Join RSM professionals for a practical webinar on how NetSuite’s cloud platform helps professional services teams collaborate from anywhere. Discover how real-time data, integrated tools and centralized workflows can keep your remote or hybrid teams productive, aligned and responsive.

What to expect:

Discover key collaboration features in NetSuite

See how real-time data and workflow integration can improve your productivity

Learn about remote work best practices from the field

Includes a live Q&A session with NetSuite specialists. Whether you’re exploring NetSuite or optimizing your setup, this session will deliver actionable insights.

2025 MarginPLUS study: Resilience and innovation
2025-06-26 13:00 - 14:00
In this era of economic uncertainty, companies are shifting their focus from growth to resilience. The 2025 MarginPLUS global cost reduction and business transformation study shows it. Leaders see reducing costs as the key to margin improvement today. They’re doing it by accelerating technology investment, targeting cost reduction efforts, and being bold enough to learn lessons from their successes and failures. We’ll discuss:

Factors driving today’s companies toward cost reduction and business transformation

Overall business outlook and growth expectations

Specific actions companies are taking to manage their business transformation

Summer 2025 Tax Update for Not-for-Profit Organizations
2025-06-26 13:00 - 14:00
Join us for our webcast, Summer 2025 Tax Update for Not-for-Profit Organizations, in which we’ll explore important tax updates and developments from the Department of Treasury affecting tax-exempt organizations as well as the following topics:

Tax proposals affecting exempt organizations

IRS Priority Guidance plan, exempt organization focus areas, and exams

Inflation Reduction Act credit updates and direct pay

The executive orders landscape

Tax Cuts and Job Act of 2017 and impacts for donors

Banking and Capital Markets Tax Update
2025-06-26 13:00 - 14:00
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.
