Boosting Efficiency with Sage Intacct Contracts
2025-07-29 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for an insightful webinar designed to help you unlock the full potential of Sage Intacct Contracts. Whether you’re managing complex contracts or looking to streamline your contract processes, this session will provide you with tools and knowledge to enhance your contract management capabilities.

Learning Objectives

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

Identify the main differences between Order Entry and Contracts

Review how to use and manage (Sales) Contracts in Sage Intacct

Recognize forecasts and other reports available with Contracts

CPE

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

View CPE sponsorship information

2025 Tax Strategist Cross-Border Webcast Series: Summer Planning Session
2025-07-29 13:00 - 14:00
Join BDO for our Summer Tax Strategist Cross-Border webcast where our panel will discuss the international tax implications of the Tax Cuts and Jobs Act (TCJA). With the status of key provisions, such as Global Intangible Low-Taxed Income (GILTI), Foreign-Derived Intangible Income (FDII), Base Erosion and Anti-Abuse Tax (BEAT) decided with the enactment of the One Big Beautiful Bill Act, learn how your multinational company can prepare for these changes.

1.0 CPE Credit in the field of Taxes.

Learning Objectives

Identify the status of impending U.S. tax legislation in the international context.

Examine what multinational companies can do to prepare for international tax legislative changes.

Discuss the current legislative status of GILTI, BEAT, FDII, and other international provisions as applied to multinational companies.

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.

Making Sense of AI & Analytics in HR & Payroll
2025-07-29 14:00 - 15:00
Ever feel like you’re sitting on a goldmine of human resources (HR) and payroll data but aren’t quite sure how to unlock its value? You’re not alone. While artificial intelligence (AI) and analytics might sound like buzzwords, they’re actually practical tools that HR professionals can start using today. Join us as we present with professionals from ADP and explore how AI is transforming the way many organizations handle payroll and HR. No technical jargon, no complex algorithms—just practical ways to help make your work easier and your decision making more agile.

Learning Objectives

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

Describe simple techniques for creating effective AI prompts.

Explain the potential benefits and pitfalls of AI in HR.

Define use cases for AI in business management.

Recognize time-saving AI solutions for payroll and HR automation.

How the "One Big Beautiful Bill" Could Reshape Real Estate Tax Strategy
2025-07-29 14:00 - 15:00
The One Big Beautiful Act as now been signed into law, bringing significant changes for real estate owners, investors, and developers. From the return of 100% bonus depreciation to expanded interest deductions and changes to Opportunity Zones, this landmark legislation will significantly impact how you structure deals, manage assets, and plan for 2025 and beyond.

Join CBIZ real estate leaders for a panel discussion of what’s in the new law and what you should be doing now to stay ahead.

Speakers

Abe Schlisselfeld, Senior Managing Director and National Real Estate LeaderEdward Reitmeyer, Managing Director and Mid-Atlantic Real Estate LeaderAlan Blecher, Managing DirectorAshlie Forum, Managing Director and Southeast Real Estate LeaderMelissa Hasenmayer, Managing Director Juliet Song, Managing Director and West Real Estate Leader

Shift Your Tech Strategy: A Roadmap to Growth
2025-07-29 14:00 - 15:00
Event description

Grant Thornton’s latest research reveals a pivotal shift: Leaders must prioritize strategic technology investments to fuel corporate growth. In this 60-minute session, our team explains how agile, data-driven technology adoption is no longer optional — it’s essential for navigating market disruption and driving topline performance.

Join Grant Thornton as we unpack insights from our “Shift Your Tech Strategy” survey, offering actionable steps for finance leaders and their teams.

Date and time

Tuesday, July 29, 20252:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Utilize insights from real-world case studies to craft actionable next steps for their own organizations.

Describe the current state of digital transformation in 2025—including investment gaps, adoption rates, growth-impact metrics, and common organizational hurdles.

Explain the strategic role of leadership as architects of digital growth, including how to align technology investments with corporate objectives and forge cross-functional partnerships.

Construct a growth-centric technology roadmap that prioritizes platforms (cloud, analytics, automation, cybersecurity), incorporates agile pilot-scale cycles, and embeds governance and risk-management best practices.

One Big Beautiful Bill Signed into Law – What to Do Now
2025-07-30 09:00 - 10:00
Join us on Wednesday, July 30, for a one-hour webinar unpacking tax changes in the newly enacted One Big Beautiful Bill. Our team will walk through key tax provisions and planning opportunities from this sweeping legislation, including:

Key extensions of individual and business tax provisions from the TCJA

New incentives to boost U.S. business investment and expansion

Notable international tax updates

Expiring energy credits and other time-sensitive changes

Enhancements to individual tax rules

Updates affecting exempt organizations

We’ll provide a clear overview of what changed, what didn’t change and what you can do to plan effectively.

This webinar is eligible for 1.0 CPE.

California’s Climate Rules – Recent Considerations
2025-07-30 11:00 - 12:00
To comply with California’s climate rules, U.S. organizations doing business in the state and with global revenues over $500 million and $1 billion will need to issue a biennial climate-related financial risk report and to report annual greenhouse gas emissions data, respectively. This webinar will provide an overview of lessons learned through case studies of recent implementations, a range of practices, and compliance planning considerations, focusing on recent developments.

Learning Objectives

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

Summarize California’s climate rules requirements, including recent developments.

Recognize common compliance challenges and how to prepare for them.

Discuss implementation of a range of practices.

Describe recent case studies.

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.

AI governance and the future of GRC
2025-07-30 11:30 - 12:30
Description:

AI is rapidly reshaping GRC by enhancing compliance workflows, improving risk predictions, and providing real-time insights. It also introduces complexities such as potential bias, lack of transparency, and the need for strong oversight.

To navigate these challenges, creating a robust AI governance program is essential. This program must be carefully designed to ensure AI systems are used responsibly, ethically, and in compliance with regulatory standards.

Effectively building such a program requires clear frameworks for monitoring and managing AI risks and balancing automation with human oversight. As AI evolves, organizations must address these emerging risks while developing governance structures that foster innovation without compromising accountability. The future of GRC will rely on the ability to harness AI’s potential while mitigating its inherent risks through thoughtful and strategic governance.

Learning Objectives

Describe the impact of AI on GRC processes.

Recognize the unique risks of AI within the context of GRC.

Develop the skills to build a comprehensive AI governance program that ensures responsible AI usage.

Balance AI automation with human oversight.

Field of Study: Information Technology

Course Level: Basic

Prerequisites: N/A

Advanced Preparation: N/A

CPE Credits: 1

Navigating Sales Tax Challenges Facing Federal Government Contractors
2025-07-30 12:00 - 13:00
Every year government contractors are required to make billions of dollars in purchases of products and services in order to fulfill their contracts with the federal government. Many contractors mistakenly believe that they are acting as agents for the federal government and therefore all of their purchases are exempt from sales tax. With respect to claiming resales exemptions on purchases, states have provided limited guidance as to how these exemptions specifically impact purchases by government contractors especially in light of the title passing provisions in most government contracts. A significant number of contractors are also unaware that a few states impose sales tax on contractors’ sales to the federal government.

Join BDO’s State & Local Tax professionals for a webcast that will outline these sales tax issues and provide a framework for understanding them. The focus will be on purchases and sales under federal contracts related to products and non-construction services.

Powering up public plans: What every government and not-for-profit sponsor needs to know
2025-07-30 12:00 - 13:00
This session will explore how to uncover hidden inefficiencies, evaluate key plan components and strengthen fiduciary oversight to drive better outcomes. Whether you’re looking to refine your current plan or ensure compliance with fiduciary standards, this webinar will equip you with the knowledge and tools to make informed, impactful decisions.

Learning objectives:

Uncovering hidden inefficiencies in retirement plan design Gain insights into how plan structure, investment options, and administration can affect overall costs and participant outcomes—especially in government and not for profit settings.

Evaluating recordkeepers, investment lineups, and fees Learn how to benchmark provider fees, assess investment offerings, and use outcome-based data to drive better value and participant success.

Understanding fiduciary responsibilities and real-world lessons Explore key fiduciary obligations for plan sponsors through public sector case studies that reveal common pitfalls—and actionable steps to strengthen oversight.

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

David DuBravaSenior Advisor

Matt PayneSenior Advisor

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.

A Conversation About Fraud, Waste, and Abuse in Higher Education
2025-07-30 12:00 - 13:00
Colleges and universities oversee significant financial resources. With appropriate management, you can help protect your organization from fraudulent financial losses, stay in compliance with various regulations and laws, and uphold your institution’s integrity and reputation.

Join our complimentary webinar to recognize the signs and types of fraud, waste, and abuse (FWA) in higher education settings. Get the knowledge and skills to tackle these issues effectively — and help create a more secure, ethical, and efficient environment that supports your mission and goals.

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

Identify strategies to prevent, detect, and correct instances of FWA

Recognize the signs and types of fraud, waste, and abuse in higher education settings

Recall ways to promote a culture of ethical behavior and accountability within the institution

Who should attend

This session is designed for presidents, CEOs, CFOs, CIOs, controllers, and other administrators at higher education institutions.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE: 1 credit, Behavioral EthicsPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Complexities in Mergers and Acquisitions (M&A) Accounting
2025-07-30 12:00 - 13:00
Mergers and acquisitions (M&A) are often used by companies to achieve growth, expand market share, or gain other competitive advantages. Beyond these strategic motivations, M&A brings complex accounting challenges that companies and investors alike need to understand and consider.

Please join our DLA Accounting Advisory and Valuation experts for a discussion and Q&A session on the key issues surrounding M&A accounting, including:

Notable current trends that fuel complexities in M&A accounting

Key steps in accounting for a business combination (or other transactions that do not meet the definition of a business combination)

Challenging areas of M&A accounting include restructuring, common control transactions, contingent consideration, and carve-outs

Insights related to valuation considerations surrounding M&A

Speakers:

Stella Bazilevs, CPA, Managing Director, Accounting Advisory

Joseph Bakutes, CPA, Managing Director, Accounting Advisory

Eleonora Tinoco, Managing Director, Accounting Advisory

Secure your spot by registering here: Registration Link

* Attendees are eligible for 1 CPE credit.

CPE Credit

DLA, LLC is approved by the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

This session is set at an Intermediate level, with no prerequisites or advanced preparation required, and attendees will earn 1 CPE credit for their participation, making it a valuable opportunity for professional development while gaining actionable insights to guide strategic decisions. If you are unable to attend, please note that CPE credit will not be awarded. In the event of a cancellation, an email notification will be sent to all registered participants. For any queries about the course or its content, please contact Danielle Dietrich, Partner of Human Resources & Administration, danielle.dietrich@dlallc.com or (973) 575-1565.

About DLA, LLC

DLA, LLC is a leading consultancy firm that provides a wide range of specialized services designed to optimize business operations and drive sustainable growth. The firm specializes in internal audit, risk advisory, IT advisory, regulatory compliance, and other critical areas, delivering tailored solutions that help clients address their most pressing challenges. DLA’s experienced team is committed to providing innovative, high-quality services that drive value for clients across various industries. Learn more: dlallc.com.

Tax Horizons: Planning Ahead After the Reconciliation Bill
2025-07-30 12:00 - 13:00
With the passing of the House and Senate Budget Reconciliation Bill, tax policy changes will affect both businesses and individuals. Join us for our six-part webinar series to discover more information on tax planning after the finalization of 2025 tax reform. Learn about tax credits and incentives revisions, individual and estate tax shifts, corporate and pass-through entity changes, new international tax policies, and state and local tax updates.

Learning Objectives:

Understand the key changes implemented through the Reconciliation Bill

Discover how tax policy updates could impact you and/or your business

Learn tax planning strategies for upcoming changes

Each 60-minute session offers timely insights and practical strategies across key areas of tax reform, including:

July 16: Beyond the Bill: Tax insights for the 2025 reform

July 30: Tax Credits & Incentives Unlocked: R&D and energy tax opportunities

August 13: Your Financial Legacy: Key individual and estate tax shifts

August 27: Business Tax in Motion: Corporate and PTE developments

September 10: New Global Playbook: International tax game changers

September 24: From Capitol to County: State & local tax in focus

Earn up to 6 CPE credits while gaining clarity and confidence in your tax planning for 2025 and beyond.

👉 Register now to secure your spot and empower your tax strategy

CPE Accreditation

Delivery Method: Group Internet BasedRecommended CPE Credit: Up to 1.0 CPE credit per session (6.0 total)CPE Field of Study: TaxesCapability: Technical Expertise/Problem SolvingProgram Level: BasicPrerequisites: NoneAdvanced Preparation: None

Attendees who participate in full will receive up to one CPE hour per session. Sessions will occur on different days, so please be sure to select all sessions you wish to attend.

Learn more about Cherry Bekaert’s Tax Policy and Legislative Changes Services

Questions? Contact Us

Beyond the compliance checklist: Risk-driven cyber GRC
2025-07-30 12:45 - 13:45
Description:

Compliance frameworks provide a valuable foundation, but to truly optimize your organization’s risk management, it’s essential to go beyond the standard checklist that doesn’t account for your organization’s unique risk exposure, risk appetite, or strategic goals. To drive sustainable growth, you must develop a tailored governance, risk, and compliance (GRC) program.

This session will explore how to create a risk-driven GRC strategy that becomes a true growth catalyst. We’ll discuss the importance of deeply understanding your business, market dynamics, and strategy to build a GRC framework that not only addresses compliance but also aligns with your long-term goals.

We’ll also examine how security management tools can enhance both compliance and overall cyber risk management. As the cyber threat landscape continues to change, cyber GRC must evolve to stay ahead of emerging risks and ensure organizational resilience.

Learning Objectives

Identify their organization’s unique risk exposure and strategic goals to tailor a GRC program.

Develop a risk-driven GRC strategy that supports business growth.

Analyze how business strategy and market dynamics shape their GRC approach.

Discuss how security tools enhance compliance and cyber risk management.

Field of Study: Information Technology

Course Level: Basic

Prerequisites: N/A

Advanced Preparation: N/A

CPE Credits: 1

Increased focus on IRC 501(r) compliance: What we’ve learned a year later
2025-07-30 13:00 - 14:00
The IRS continues to show an increased focus on hospital audits, targeting Section 501(r) compliance. 501(c)(3) hospitals have regulations, including compliance with Community Health Needs Assessments, financial assistance, billing and collections, and more. We’ll discuss what we’ve learned over the past year and best practices to support hospital compliance.

Learning objectives:

Identify the specific requirements for tax-exempt hospitals in Section 501(r).

Gain insight into what elements of the audits have been a central focus for the IRS.

Learn best practices to support hospital compliance.

Presenters:

Amy Ciminello | Tax partner, Plante Moran

Alyssa Kent | Senior manager, tax, Plante Moran

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org

Governmental Accounting Standards Board Updates
2025-07-30 13:00 - 14:00
Join us for our webcast, Governmental Accounting Standards Board Updates. We’ll cover GASB Statement Numbers 101, 102, 103, and 104 and their potential impacts on governmental entities’ financial statements and overall financial reporting.

We’ll cover the new statements and discuss how to prepare for adoption and provide a quick look at what projects the GASB is still working on in 2025.

Advancing AI Maturity to Unlock Enterprise Value
2025-07-30 13:00 - 14:00
Most organizations are investing in artificial intelligence (AI), but many are not consistently realizing its full value. This webinar brings together artificial intelligence and industry experts to share the results and insights from our AI survey regarding ROI. They’ll share insights on what separates AI leaders from those still struggling to scale and practical takeaways to overcome common roadblocks to advance your AI maturity and generate consistent AI value.

Learning Objectives:

Assess your organization’s AI maturity against your industry peers

Identify the three most common obstacles influencing AI maturity

Discuss solutions and actionable next steps to help drive AI maturity and increase AI value across the enterprise

CPE: 1 credit available for live attendance

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

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

Mastering Financial Reporting: Essential Techniques for SMB Success
2025-07-30 13:00 - 14:00
Unlock the fundamentals of financial reporting with our in-depth webinar designed for small to midsize business (SMB) owners, controllers, directors of finance and operations, and CFOs. This complimentary webinar will delve into balance sheet basics and common audit schedules, including reconciliations, rollforwards, variance analyses, and subledgers. Join Forvis Mazars for practical tips for a seamless month-end close to help enhance your financial operations and decision-making processes.

Learning Objectives

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

Recognize what a seamless month-end close entails.

Describe what technology tools and integrations can assist with your month-end close.

Identify month-end deliverables to aid and provide insight into your decision-making process.

CPE Information

1.00 CPE Credit (pending approval)

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

ASU 2023-09: New Income Tax Disclosure Requirements
2025-07-30 13:00 - 14:00
Navigating ASU 2023-09 disclosure changes under ASC 740 is complex. While most private entities have a year to comply with the additional disclosure requirements, public business entities must implement the necessary changes for 2025.

Join us for our upcoming webcast, ASU 2023-09: New Income Tax Disclosure Requirements. This session will cover the new ASC 740 income tax disclosure guidance and key considerations for business entities beginning after December 15, 2024.

Key topics include:

Key takeaways from implementations to date

Key provisions applicable to public business entities

Disclosure requirements for non-public business entities

State & local tax issues impacting the financial services industry - July 2025
2025-07-30 13:00 - 14:00
Ongoing federal, state and local legislative developments continue to reshape the regulatory landscape for the real estate and wealth & asset management industries. This webcast will address tax approaches organizations may wish to consider in light of these developments and will highlight the importance of using the latest technology to improve how organizations address controversy and enhance modeling capabilities.

The following topics will be discussed:

Tax considerations from P.L. 119-21 (known as “One Big, Beautiful Bill”), including state pass-through entity taxes

State legislative developments impacting the real estate and wealth & asset management industries

Asset management developments, including fee sourcing and filing requirements for direct lending

Current transaction trends with state and local tax considerations

Advances in data analytics, artificial intelligence and automation impacting the industry

Panelists:

Sibel Aktas, Partner, State & Local Tax – Wealth & Asset Management, Ernst & Young LLP

Amy McLocklin, Partner, State & Local Tax – Real Estate, Ernst & Young LLP

Kaela Munster, Senior Manager, State & Local Tax – Real Estate, Ernst & Young LLP

Jenn Slinkard, Senior Manager, State & Local Tax – Wealth & Asset Management, Ernst & Young LLP

Moderator:

Patrick Doyle, Principal, State & Local Tax – Real Estate, Ernst & Young LLP

Future of Fintech: Digital Assets, TPRM, and BaaS
2025-07-30 13:00 - 14:30
Event details

Fintech and sponsor bank leaders are striving to remain competitive, compliant, and secure in an increasingly complex landscape. In our July 30 installment of the “Future of Fintech” series, Crowe specialists will explore key risks and responses on three critical dimensions of today’s fintech ecosystem: digital assets, the nuances of third-party risk management for bank-fintech arrangements, and internal audit considerations in the context of banking as a service (BaaS) models.

During this session, we’ll explore:

Digital assets (30 mins): Explore key use cases for digital assets and assess associated operational, legal, and technological risks to better inform strategic and risk management decisions.

Bank-fintech arrangements (30 mins): Gain practical insights from one of the architects of the guidance on evaluating and managing risk throughout the third-party life cycle, including governance frameworks, due diligence, monitoring protocols, offboarding, and business continuity planning.

Internal audit (20 mins): Learn how internal audit functions must adapt to address the unique risks and complexities in the BaaS ecosystem.

Learning objectives

After attending this session, you should be able to:

Differentiate between custody models and types of stablecoins, and evaluate their applications in financial operations

Identify and assess operational, legal, and cybersecurity risks associated with digital assets

Define key aspects of bank-fintech arrangements that impact third-party risk management strategies

Evaluate risk factors across the third-party life cycle, including governance, due diligence, and monitoring

Interpret internal audit roles and best practices in auditing BaaS ecosystems

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

This session is recommended for 1.5 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

ESG Reporting & Assurance Standards Webinar
2025-07-30 14:00 - 15:00
Event Overview

This webinar is intended as an update to ESG regulations both on the Federal and State level both in the United States, and European Union inclusive of CSRD and CBAM requirements that are now impacting US-based manufacturers.

This webinar will highlight how you can prepare and maintain a comprehensive ESG strategy in response to evolving global reporting and assurance standards:

Global sustainability reporting standards update.

Update on global sustainability assurance standards.

Understand how organizations can prepare for these evolving requirements.

Recommended CPE Credit: 1

Recommended Field of Study: Business Management & Organization

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.

Building resilience with IAM
2025-07-30 14:00 - 15:00
Description:

In today’s digital landscape, organizations face increasing pressure to manage who has access to what information, when, and why. With the rise of AI, this task has become even more complex, as AI systems generate and process data in ways that are harder to track, making it difficult to control where sensitive information is going and who has access to it. Strong identity and access management (IAM) ensures that only the right individuals have access to the right resources at the right time, minimizing the risk of security breaches, data leaks, and unauthorized access.

But IAM’s role doesn’t stop at securing access. When integrated with GRC frameworks, IAM helps organizations build resilience by enabling proactive risk management and ensuring compliance with regulatory standards.

This session will explore how IAM strengthens resilience by providing secure access to organizational systems while reducing risk and ensuring compliance. We’ll discuss how IAM systems help manage access in dynamic environments, adapt to evolving threats, and ensure that access to sensitive data is always controlled.

Learning Objectives

Describe the role of IAM in securing access to sensitive information in today’s dynamic digital and AI-driven environments.

Explore how IAM integrates with GRC frameworks to support proactive risk management.

Apply best practices for managing access rights to reduce the risk of data breaches, leaks, and unauthorized access.

Discuss how IAM systems enhance organizational resilience by adapting to evolving threats and ensuring compliance with regulatory standards.

Field of Study: Information Technology

Course Level: Basic

Prerequisites: N/A

Advanced Preparation: N/A

CPE Credits: 1

Navigating EHR Migration & Post-Go-Live Optimization
2025-07-31 11:00 - 12:00
Many electronic health record (EHR) system vendors have announced they will end support for legacy systems and transition to newer versions. Without a well-developed plan, implementing and optimizing upgraded EHR and patient accounting systems can result in significant financial and operational costs, patient care impacts, and risk to the organization. Join our professionals with extensive Oracle system, revenue cycle, and operational experience as they share strategies and tactics for a successful conversion, including optimizing the system post-go-live and overcoming issues.

Learning Objectives

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

Recognize industry challenges of EHR system conversions and post-implementation monitoring.

Employ specific tactics and strategies while converting to newer versions of your EHR.

Describe system conversion preparation, go-live and post-go-live project management, and operational best practices.

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.

KPMG Quarterly Tax Webcast for RICs - Summer 2025
2025-07-31 11:00 - 12:30
Webcast overview

Please join us for the summer edition of the KPMG Quarterly Tax Webcast for RICs on Thursday, July 31, 2025, from 11:00 a.m. to 12:30 p.m. ET to hear more about:

One Big Beautiful Bill Update

Demystifying the MAP process for Tax Treaty Rejections

EU reclaim trends: RIC and CIT developments

Derivatives Based ETF Products

if you have any questions, please contact Tess Levin

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.

Connected risk: The AI-driven convergence of audit, risk and compliance
2025-07-31 11:30 - 12:30
Description:

The roles of audit, risk, compliance, and information security teams are rapidly evolving as organizations face a more complex and interconnected risk environment. No longer confined to siloed responsibilities, these teams must now collaborate strategically and expand their expertise to address top priorities like third-party risk management (TPRM), AI and cybersecurity, while also navigating regulatory compliance in an increasingly demanding landscape.

This session will explore best practices for fostering effective collaboration across these critical functions to mitigate emerging risks, as well as take advantage of opportunities. We’ll discuss how leaders in these areas can adapt to new board directives, regulatory expectations, and evolving threats, and develop, retain, and recruit the right talent to build an agile GRC team. By aligning their efforts, these teams can take a more proactive, strategic approach to risk management that not only mitigates potential issues but also strengthens organizational resilience and drives better business outcomes.

Learning Objectives

Identify the evolving roles and responsibilities of audit, risk, compliance, and information security teams in today’s complex risk landscape.

Discuss the importance of breaking down silos to enhance collaboration across GRC functions.

Develop actionable strategies for building an agile, future-proof GRC framework that adapts to a dynamic regulatory landscape while supporting business growth.

Field of Study: Business Management & Organization

Course Level: Basic

Prerequisites: N/A

Advanced Preparation: N/A

CPE Credits: 1

Strategic Financing Services 2025 Speaker Series
2025-07-31 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.

Midyear Tax Planning Insights for Consumer Markets
2025-07-31 12:00 - 14:00
Event details

Consumer markets companies continue to face a dynamic tax environment driven by federal and state legislative updates, evolving regulatory priorities, and economic uncertainty. As we pass the midyear mark, now is the time to reassess your tax position and prepare for upcoming opportunities and challenges.

In this live webinar, Crowe tax professionals will provide timely federal and state and local tax (SALT) updates that affect consumer markets businesses. They will also explore key tax planning strategies and optimization opportunities that can help decision-makers balance compliance and cost efficiency while preparing for potential changes in tax policy following the new tax and budget law.

This session is tailored for tax directors, executives, and financial leaders within consumer-facing industries who navigate complex tax rules and seek insights that can inform their next steps.

Learning objectives

After attending this session, you should be able to:

Discuss recent federal and state and local tax regulatory updates impacting the consumer markets industry

Identify optimization strategies for federal tax and SALT planning

Analyze the potential implications and opportunities of the new tax and budget law, commonly known as the One Big Beautiful Bill

Additional CPE information

Keep first (line) things first: Fostering operational excellence
2025-07-31 12:45 - 13:45
Description:

Operational risk management should be a critical early warning system, enabling boards and senior executives to take proactive action. Yet, many enterprise risk management programs fall short of their promise to manage risks enterprise-wide. How can risk leaders ensure the first line of defense is engaged, empowered, and impactful?

In this session, we’ll explore strategies to strengthen collaboration across the three lines, leveraging insights from PRMIA and AuditBoard research. Panelists will explore how to create a culture where risk assessments, key risk indicators (KRIs), and other metrics drive meaningful action. We’ll discuss best practices to effectively report back to risk owners in the business, foster engagement, and enhance operational risk management to deliver real value. Whether you’re refining your approach or building from the ground up, this session will provide practical takeaways to elevate your operational risk program.

Learning Objectives

Discuss how operational risk management can act as an early warning system to help organizations take action.

Apply strategies to cultivate a collaborative and proactive risk culture that strengthens operational risk management and business resilience.

Effectively report to risk owners to ensure transparency, accountability, and actionability.

Field of Study: Business Management & Organization

Course Level: Basic

Prerequisites: N/A

Advanced Preparation: N/A

CPE Credits: 1

Midyear tax and HR compliance update
2025-07-31 13:00 - 14:00
Join Amy Miller, ADP’s Senior Director of Government Affairs, and Ron Ulrich, ADP Retirement Services Executive, as they discuss current trends in tax, retirement, and HR compliance, with a particular emphasis on the One Big Beautiful Bill Act (the “Bill”). As we reach the midpoint of the year, it is essential for accountants to understand how recent changes may affect their clients and what future potential policy changes to look out for.

In this session, you will learn how to:

Identify the latest updates in tax and HR compliance.

Understand key proposed corporate tax credit provisions outlined in the Bill.

Recognize updates regarding state-mandated retirement plans.

Interpret the latest guidance on SECURE 2.0 and learn how to assist your clients in taking advantage of available tax credits.

Delivery Method: Group InternetCourse Level: BasicField of Study: TaxesPrerequisites: 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).
