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DTSTART;TZID=America/New_York:20250805T140000
DTEND;TZID=America/New_York:20250805T153000
DTSTAMP:20260608T195605
CREATED:20250713T150644Z
LAST-MODIFIED:20250713T150649Z
UID:10009497-1754402400-1754407800@www.freelivecpe.com
SUMMARY:Developing an Effective Framework of Financial Policies
DESCRIPTION:Event Overview\n\n\n\nThis session will focus on the importance of a robust fiscal policy framework and the implementation of best practices in successfully managing a finance department.
URL:https://www.freelivecpe.com/event/developing-an-effective-framework-of-financial-policies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T140000
DTEND;TZID=America/New_York:20250805T150000
DTSTAMP:20260608T195605
CREATED:20250705T123949Z
LAST-MODIFIED:20250705T123954Z
UID:10009446-1754402400-1754406000@www.freelivecpe.com
SUMMARY:The Power of a Safe Harbor 401(k): Empowering your firm with retirement benefits
DESCRIPTION:Offering a retirement plan is a strong component of an employee benefits package and a valuable tool for recruiting and retaining employees—especially in today’s competitive job market.   A safe harbor 401(k) provision allows businesses to avoid mandatory government compliance tests. The biggest tradeoff is that employers must make contributions. Many employers find that not having the hassle of testing is well worth it. Is yours one of them? Join this webinar and find out how to help create long-term financial security and provide the maximum benefits for your firm\, your employees\, and your business clients.  \n\n\n\nObjectives: \n\n\n\n•    Evaluate safe harbor versus standard 401(k) plans \n\n\n\n•    Define non-discrimination testing and HCEs  \n\n\n\n•    Explain the types of safe harbor plans and key dates and deadlines \n\n\n\n•    Identify consultative opportunities and resources and solutions 
URL:https://www.freelivecpe.com/event/the-power-of-a-safe-harbor-401k-empowering-your-firm-with-retirement-benefits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T140000
DTEND;TZID=America/New_York:20250805T150000
DTSTAMP:20260608T195605
CREATED:20250705T122005Z
LAST-MODIFIED:20250705T122012Z
UID:10009441-1754402400-1754406000@www.freelivecpe.com
SUMMARY:ERP excellence: Optimize for success
DESCRIPTION:Public sector organizations are often under pressure to achieve more with fewer resources. This webinar is tailored for organizations seeking to enhance the performance of their existing enterprise resource planning (ERP) systems — without the cost\, complexity\, or disruption of a full system replacement. Join our expert consultants for a deep dive into ERP optimization strategies that can extend the life of your current system\, improve operational efficiency\, and deliver measurable ROI. \n\n\n\nBy the end of this session\, you’ll be equipped with the knowledge and tools to extend the life of your ERP system\, develop a roadmap for sustainable ERP optimization\, and turn ERP challenges into opportunities for excellence. \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & 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
URL:https://www.freelivecpe.com/event/erp-excellence-optimize-for-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T130000
DTEND;TZID=America/New_York:20250805T140000
DTSTAMP:20260608T195605
CREATED:20250726T143623Z
LAST-MODIFIED:20250726T143629Z
UID:10009575-1754398800-1754402400@www.freelivecpe.com
SUMMARY:The CAS Edge: Helping business owners plan\, grow\, and exit
DESCRIPTION:This session explores how forward-thinking firms are using Client Advisory Services (CAS) to go beyond compliance and become true strategic partners to business owners. You’ll learn how to integrate business valuation into your CAS offering\, uncover planning opportunities\, and support clients through every stage of their business lifecycle—from growth to exit. Through real-world examples and actionable strategies\, this session will equip you to deepen relationships\, close protection gaps\, and drive long-term value for both your clients and your firm. \n\n\n\nIn this session\, attendees will learn to: \n\n\n\n\nUnderstand how Client Advisory Services (CAS) can go beyond traditional accounting to support business owners in planning for long-term growth and exit.\n\n\n\nLearn how to incorporate business valuation as a foundational tool within your CAS offering to deepen owner relationships and uncover new planning opportunities.\n\n\n\nDiscover key advisory strategies that help identify protection gaps\, improve succession readiness\, and align business and personal wealth goals.\n\n\n\nExplore real-world examples of how firms use CAS to become proactive partners in a business owner’s lifecycle—from early-stage growth to exit.\n\n\n\nGain practical tips for engaging business owner clients through value-added services that differentiate your firm and expand recurring revenue.\n\n\n\n\nDelivery Method: Group InternetCourse Level: BasicField of Study: Specialized Knowledge (Technical)Prerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/the-cas-edge-helping-business-owners-plan-grow-and-exit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T130000
DTEND;TZID=America/New_York:20250805T140000
DTSTAMP:20260608T195605
CREATED:20250719T130248Z
LAST-MODIFIED:20250719T130900Z
UID:10009517-1754398800-1754402400@www.freelivecpe.com
SUMMARY:Budget reconciliation legislation affects compensation and benefits
DESCRIPTION:Recently enacted legislation commonly known as the “One Big Beautiful Bill” contains more than a dozen provisions affecting the federal taxation of compensation and benefits. Most will apply beginning in 2026\, but some will require retrospective analysis for all of 2025 and perhaps even prior years. This webcast will cover the substantive rules and their applicability dates as well as practical implications and how you may consider addressing them. \n\n\n\nThe following topics will be discussed: \n\n\n\n\nNew tax deductions and related information reporting for tips and overtime\n\n\n\nExecutive compensation deduction limit and excise tax changes\n\n\n\nHealth savings account (HSA) enhancements\n\n\n\nChanges affecting fringe benefits\, including dependent care and student loan assistance\n\n\n\nModifications to various employer tax credits\n\n\n\n\nPanelists: \n\n\n\n\nStephen LaGarde\, Principal\, National Tax Compensation & Benefits Group\, Ernst & Young LLP\n\n\n\nRachael Walker\, Principal\, National Tax Compensation & Benefits Group\, Ernst & Young LLP\n\n\n\n\nModerator: \n\n\n\n\nChrista Bierma\, Principal\, National Tax Compensation & Benefits Group\, Ernst & Young LLP
URL:https://www.freelivecpe.com/event/budget-reconciliation-legislation-affects-compensation-and-benefits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T130000
DTEND;TZID=America/New_York:20250805T140000
DTSTAMP:20260608T195605
CREATED:20250712T195043Z
LAST-MODIFIED:20250712T195049Z
UID:10009464-1754398800-1754402400@www.freelivecpe.com
SUMMARY:Fraud and Cyber Insights for Not for Profits and Government
DESCRIPTION:Join us for our webcast\, Fraud & Cyber Insights for Nonprofits & Government\, designed specifically for professionals in foundations\, governments\, higher education\, not-for-profit organizations\, and Tribal and gaming sectors. \n\n\n\nAs the digital landscape continues to evolve\, staying ahead of fraud and cybersecurity threats has never been more critical. This session will provide valuable insights and practical tools to help you protect your organization and strengthen your defenses against emerging risks.
URL:https://www.freelivecpe.com/event/fraud-and-cyber-insights-for-not-for-profits-and-government/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T130000
DTEND;TZID=America/New_York:20250805T140000
DTSTAMP:20260608T195605
CREATED:20250704T194624Z
LAST-MODIFIED:20250704T194632Z
UID:10009417-1754398800-1754402400@www.freelivecpe.com
SUMMARY:Optimizing Healthcare Infrastructure & Technology Value Realization
DESCRIPTION:Uncover strategies to streamline your healthcare technology through automation and application rationalization\, cutting costs\, enhancing security\, and aligning your technology investments with your strategic goals for maximum value realization. \n\n\n\n1.0 CPE Credit in the field of Specialized Knowledge. \n\n\n\n\n\n\n\n\n\nLearning Objectives \n\n\n\n\nIdentify opportunities for automation and efficiency improvements in healthcare infrastructure.\n\n\n\nFormulate a strategic vision and roadmap for technology adoption in healthcare.\n\n\n\nDescribe the current infrastructure trends and technologies to maximize the value realization.\n\n\n\n\nCPE Information\n\n\n\nDelivery: This webcast will be delivered via the BDO Online CPE Network \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo 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. \n\n\n\nPlease 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. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. 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
URL:https://www.freelivecpe.com/event/optimizing-healthcare-infrastructure-technology-value-realization/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T120000
DTEND;TZID=America/New_York:20250805T133000
DTSTAMP:20260608T195605
CREATED:20250719T141359Z
LAST-MODIFIED:20250801T125130Z
UID:10009533-1754395200-1754400600@www.freelivecpe.com
SUMMARY:New Tax Legislation: Impacts on Energy Incentives
DESCRIPTION:Event Overview\n\n\n\nMany of the energy incentives introduced or expanded under the Inflation Reduction Act of 2022 are subject to earlier phase out or termination dates under the recently passed reconciliation bill. The transferability and direct pay elections for certain energy credits remain available until these credits phase out. During this session you will learn how the new legislation impacts the available energy incentives and the additional requirements to qualify and monetize energy incentives. \n\n\n\nLearning Objectives  \n\n\n\n\nExplore the impacts of the new tax legislation on energy incentives.\n\n\n\nIdentify the key changes for the following incentives:\n\n\n\n\n– Clean Energy and Clean Electricity Investment Tax Credits (Sections 48\, 48E). \n\n\n\n– Clean Electricity Production Credits (Sections 45\, 45Y). \n\n\n\n– Advanced Manufacturing Production Credit (Section 45X). \n\n\n\n– Alternative Fuel Infrastructure Credit (Section 30C). \n\n\n\n– Clean Commercial Fleet (Section 45W). \n\n\n\n\nExplain the accelerated phase outs for the following incentives:\n\n\n\n\n– New Energy Efficient Home Credit (Section 45L). \n\n\n\n– Energy Efficient Commercial Buildings Deduction (Section 179D). \n\n\n\n– Other residential energy credits (Section 25C\, 25D\, 25E). \n\n\n\n\nDescribe the expansion of the following incentives:\n\n\n\n\n– Advanced Manufacturing Investment Credit (Section 48D). \n\n\n\n– Zero-Emissions Nuclear Power Production Credit (Section 45U). \n\n\n\n\nSummarize additional documentation requirements for the beginning of construction and foreign entities of concern provisions.\n\n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/new-tax-legislation-impacts-on-energy-incentives/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T120000
DTEND;TZID=America/New_York:20250805T130000
DTSTAMP:20260608T195605
CREATED:20250802T141653Z
LAST-MODIFIED:20250802T141659Z
UID:10009592-1754395200-1754398800@www.freelivecpe.com
SUMMARY:Incentive Plans in a Volatile Market
DESCRIPTION:Join us for an informative webinar as we provide an overview of current and historical contributors to market volatility. We’ll also share insights on navigating various tax\, legal\, valuation\, and accounting considerations for incentive plans in a volatile market. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe current events and the impact on market volatility.\n\n\n\nOutline tax and legal considerations for long-term incentive plans (LTIPS).\n\n\n\nDiscuss valuation considerations.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during live broadcast.
URL:https://www.freelivecpe.com/event/incentive-plans-in-a-volatile-market/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T110000
DTEND;TZID=America/New_York:20250805T121500
DTSTAMP:20260608T195605
CREATED:20250802T171158Z
LAST-MODIFIED:20250802T171205Z
UID:10009599-1754391600-1754396100@www.freelivecpe.com
SUMMARY:How to navigate trade tariffs: impacts\, mitigation and future strategies
DESCRIPTION:EY professionals and DLA Piper team provide critical insights into the operational and financial impacts on multinational businesses\, as well as near-term and long-term approaches to reduce tariff impacts. They also address the tax\, legal\, regulatory and operational issues that need to be considered in any mitigation strategy. \n\n\n\nDuring this 75-minute webcast\, panelists will also discuss the coordination needed between tax\, finance\, legal and operations teams to effectively navigate the complexities of trade and tariff challenges. They will share frameworks for enhancing interdepartmental communication and alignment\, for a cohesive approach to compliance and risk management. EY professionals and DLA professionals examine: \n\n\n\n\nThe current state of sectorial tariffs\, US tariffs\, US trade investigations and countermeasures from non-US trading partners\n\n\n\nThe significant operational and financial implications of recent trade and tariff measures\, along with observations on the impact on market values and forward guidance\n\n\n\nImmediate actions to reduce tariff impacts\, as well as the tax\, legal\, regulatory and operational issues to consider\n\n\n\nRethinking future operating models and supply chain structures for greater resilience and reducing operating and financial costs\n\n\n\n\nModerators: \n\n\n\n\nCraig Hillier\, EY Global International Tax and Transaction Services Leader\n\n\n\nSang Kim\, DLA Piper Partner\, Chair – Markets and Sectors\, Chair – Asia Committee\, Co-Chair – Global Tax Practice\n\n\n\n\nPresenters: \n\n\n\n\nMaruti R. Narayan\, DLA Piper Partner\, New York\n\n\n\nEmilio Ragosa\, DLA Piper Partner\, Managing Partner – Short Hills Office\n\n\n\nIgnacio Sanchez\, DLA Piper Partner\, Washington\, DC\n\n\n\nAna Maria Romero\, Principal\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nLynlee Brown\, Partner\, Indirect Tax Lead\, Ernst & Young LLP
URL:https://www.freelivecpe.com/event/how-to-navigate-trade-tariffs-impacts-mitigation-and-future-strategies/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250805T110000
DTEND;TZID=America/New_York:20250805T120000
DTSTAMP:20260608T195605
CREATED:20250712T143420Z
LAST-MODIFIED:20250712T143425Z
UID:10009456-1754391600-1754395200@www.freelivecpe.com
SUMMARY:Advanced Hedging Strategies: Protecting Your Portfolio Against Market Uncertainty
DESCRIPTION:In a world where market uncertainty is the only certainty\, protecting your portfolio is more important than ever.  \n\n\n\nJoin BDO for an engaging webcast discussion on the latest trends in hedging and risk management. Discover how integrating technology and analytics can help you stay ahead of emerging risks and prepare for upcoming changes in hedge accounting and FASB proposals.  \n\n\n\n1.0 CPE Credit in the field of Specialized Knowledge. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify advanced hedging strategies to effectively protect investment portfolios against market uncertainty\, focusing on new and emerging trends\, and lessons learned\n\n\n\nExplore how proactive hedging & derivative strategies can be leveraged amid evolving market conditions\, empowering future-focused decision-making\, and robust risk management\n\n\n\nExamine upcoming FASB proposals related to hedge accounting changes and learn how to integrate technology and analytics for enhanced risk management and compliance.\n\n\n\n\nCPE Information\n\n\n\nDelivery: This webcast will be delivered via the BDO Online CPE Network \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo 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. \n\n\n\nPlease 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. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com.
URL:https://www.freelivecpe.com/event/advanced-hedging-strategies-protecting-your-portfolio-against-market-uncertainty/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250804T140000
DTEND;TZID=America/New_York:20250804T160000
DTSTAMP:20260608T195605
CREATED:20250712T193909Z
LAST-MODIFIED:20250712T193916Z
UID:10009459-1754316000-1754323200@www.freelivecpe.com
SUMMARY:Plan Sponsor ESOP Accounting – Advanced Sponsor Topics
DESCRIPTION:Join us for an informative webinar as we discuss how warrants and management incentive plans are most commonly used in employee stock ownership plan (ESOP) transactions. We’ll delve into the accounting methodology and explain the difference between liability and equity methods. In addition\, we’ll explore other accounting considerations in ESOP transactions\, such as push-down accounting and footnote disclosures. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDistinguish between debt and equity instruments.\n\n\n\nDiscuss how to properly disclose and account for debt and equity instruments in financial statements.\n\n\n\nExplain the applicability of push-down accounting for ESOP transactions.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/plan-sponsor-esop-accounting-advanced-sponsor-topics-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250804T130000
DTEND;TZID=America/New_York:20250804T140000
DTSTAMP:20260608T195605
CREATED:20250726T141112Z
LAST-MODIFIED:20250726T141121Z
UID:10009566-1754312400-1754316000@www.freelivecpe.com
SUMMARY:Tax-exempt organizations and the One Big Beautiful Bill Act
DESCRIPTION:Event overview\n\n\n\nJoin RSM on Monday\, August 4 as we explore how the One Big Beautiful Bill Act reshapes the landscape for exempt organizations. This 60-minute session will provide you with insights and practical guidance on navigating the new landscape shaped by this significant legislation. \n\n\n\nDuring the event our specialists will: \n\n\n\n\nGive insights on new excise tax rates affecting private college and university endowments\, including expanded definitions of investment income\n\n\n\nHelp you understand the broader scope of the definition of covered employees for the executive compensation excise tax and its compliance implications\n\n\n\nExplain how changes to charitable deduction rules may influence donor behavior and fundraising strategies\n\n\n\nDiscover the impact of terminated or modified energy credits on sustainability initiatives and capital planning\n\n\n\nReview enhanced employer-related provisions\, including paid leave credits and child care incentives\n\n\n\nStay informed on updated reporting thresholds for Forms 1099-NEC\n\n\n\n\nThis webinar is a must-attend for professionals in tax-exempt organizations seeking to stay ahead of the curve and ensure compliance with the latest legislative changes. \n\n\n\nRegister now to gain valuable insights that will help your organization react to the recent tax law changes.
URL:https://www.freelivecpe.com/event/tax-exempt-organizations-and-the-one-big-beautiful-bill-act/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250801T110000
DTEND;TZID=America/New_York:20250801T120000
DTSTAMP:20260608T195605
CREATED:20250719T141003Z
LAST-MODIFIED:20250801T124920Z
UID:10009532-1754046000-1754049600@www.freelivecpe.com
SUMMARY:New Tax Legislation: What Leaders Need to Know About the Changes to the R&D Tax Credit
DESCRIPTION:Event Overview\n\n\n\nRecent tax legislation has fixed the Section 174 pain point for taxpayers with domestic research and development (R&D) expenses and the requirement to capitalize on those expenses. \n\n\n\nJoin us to learn more about the recent tax legislation\, how it benefits your organization\, and the impact on R&D credit\, as well as the methods available for reclaiming those capitalized costs. Also\, learn about qualifying activities\, the benefits of the R&D tax credit\, our process for helping clients claim the credit\, and a few examples of how clients have successfully qualified for the credit in the past.  \n\n\n\nLearning Objectives  \n\n\n\n\nDiscuss the recent law change for Section 174 and examine capitalization guidance for R&D expenditures as well as the impact on the R&D tax credit.   \n\n\n\nExamine the options for reclaiming prior year capitalized costs.\n\n\n\nDefine the benefits of the R&D tax credit. \n\n\n\nExplore case studies of clients who have benefited from the R&D tax credit.  \n\n\n\nExplain our proven process for identifying and documenting eligible activities.\n\n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/new-tax-legislation-what-leaders-need-to-know-about-the-changes-to-the-rd-tax-credit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/12/download-26-e1700865976908.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T143000
DTEND;TZID=America/New_York:20250731T153000
DTSTAMP:20260608T195605
CREATED:20250704T200727Z
LAST-MODIFIED:20250704T200734Z
UID:10009422-1753972200-1753975800@www.freelivecpe.com
SUMMARY:The SOCial Hour – SOC Reporting: Building Trust Through Assurance
DESCRIPTION:Discover how SOC reporting can build trust and transparency in today’s risk-conscious business environment. This webinar breaks down the types of SOC Reports\, their purposes\, and how organizations can leverage them to demonstrate operational integrity and security. In addition\, a Q&A session will follow to address your questions. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize the key differences between SOC 1\, SOC 2\, and SOC 3 Reports and their intended audiences.\n\n\n\nDiscuss how SOC reporting can support trust\, transparency\, and compliance in today’s business environment.\n\n\n\nRecall real-world examples and practical steps to prepare for or enhance your SOC reporting process.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast.
URL:https://www.freelivecpe.com/event/the-social-hour-soc-reporting-building-trust-through-assurance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T160000
DTSTAMP:20260608T195605
CREATED:20250713T145203Z
LAST-MODIFIED:20250713T145209Z
UID:10009489-1753970400-1753977600@www.freelivecpe.com
SUMMARY:Understanding Form 2290 - Heavy Highway Vehicle Use Tax
DESCRIPTION: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. \n\n\n\n\nThis webinar will provide an overview of the following: \n\n\n\n\nForm 2290 Filing Requirements\n\n\n\nForm 2290 Due Dates\n\n\n\nForm 2290 E-Filing Requirements\n\n\n\nHeavy Highway Vehicle Use Tax: Payment Options\n\n\n\nPlus\, a live Q & A\n\n\n\n\nOffered with closed captioning. Closed captioning displays the words that describe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in EnglishAll participants who qualify will receive a Certificate of Completion. \n\n\n\nTax Professionals – Earn up to 2 IRS Continuing Education (CE) Credits. Category: Federal Tax \n\n\n\nIRS 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.
URL:https://www.freelivecpe.com/event/understanding-form-2290-heavy-highway-vehicle-use-tax-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195605
CREATED:20250719T004420Z
LAST-MODIFIED:20250719T004425Z
UID:10009506-1753970400-1753974000@www.freelivecpe.com
SUMMARY:One Big Beautiful Bill Act: Global Mobility Considerations
DESCRIPTION:Webcast overview\n\n\n\nYou’re invited to join our upcoming webcast exploring the “One Big Beautiful Bill Act” and its implications on global mobility programs and international assignees.  The legislation permanently extends and modifies many of the individual income tax provisions of the 2017 Tax Cuts and Jobs Act set to expire at the end of 2025\, and includes several new provisions of relevance to global mobility programs. \n\n\n\nTopics include: \n\n\n\n\nPermanent extension of reduced rates and increased standard deduction\n\n\n\nTemporary increase of the limitation on individual deductions for certain state and local taxes           \n\n\n\nNew limitation on tax benefit of itemized deductions\n\n\n\nNew excise tax on remittance transfers\n\n\n\nEffective repeal of exclusion and deduction for moving expenses\n\n\n\nNo tax on tips and overtime\n\n\n\nTrump accounts\n\n\n\nAnd much more!\n\n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/one-big-beautiful-bill-act-global-mobility-considerations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195605
CREATED:20250713T152051Z
LAST-MODIFIED:20250719T142618Z
UID:10009501-1753970400-1753974000@www.freelivecpe.com
SUMMARY:AI for the Office of the CFO: Selecting the Right Tool for the Job
DESCRIPTION:AI is supposed to make your work easier – but is trying to choose the right AI tools creating even more work for your team? \n\n\n\nDon’t settle for a one-size-fits-most AI technology – get your AI questions answered in this upcoming webinar hosted by national sponsor Workiva. \n\n\n\nDan Chuparkoff\, former technology leader at Google\, McKinsey\, and Atlassian\, and Chelsea Hall\, Industry Principal at Workiva and former corporate controller\, will walk you through the realities of AI evaluation and application. You’ll get straight talk on how teams are effectively using AI today\, where other teams fall short\, and how keeping “humans in the loop” can make your job more meaningful. \n\n\n\nYou can learn more about AI technologies specifically built for reporting\, analysis\, audit\, and risk management tasks\, as well as how to avoid potential pitfalls or overpromises of off-the-shelf AI tools. We’ll also share tips on how to make a business case for the AI you want. \n\n\n\nThis webinar is hosted by Workiva\, national sponsor of Pro Groups. Workiva is the world’s leading cloud platform for transparent reporting. Learn more at workiva.com. \n\n\n\nMore CPE information →
URL:https://www.freelivecpe.com/event/ai-for-the-office-of-the-cfo-selecting-the-right-tool-for-the-job/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/02/ProGroups-accounting-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195605
CREATED:20250713T140817Z
LAST-MODIFIED:20250713T140823Z
UID:10009481-1753970400-1753974000@www.freelivecpe.com
SUMMARY:Building strong foundations: Key takeaways for regulatory compliance and effective audit assurance
DESCRIPTION:Description: \n\n\n\nAs we move further into 2025\, banks and financial institutions are grappling with a rapidly evolving regulatory landscape and a surge of both internal and external emerging risks. The challenge is no longer whether organizations should integrate GRC practices\, but how they can do so effectively to ensure resilience\, accountability\, and regulatory alignment. \n\n\n\nIn this session\, we will delve into how the banking environment is changing\, driven by factors such as regulatory developments\, macroeconomic shifts\, and evolving customer expectations. We will discuss how strengthening internal controls can help organizations identify and mitigate emerging risks more effectively\, and highlight the role of robust reporting in maintaining transparency and trust with internal governance and regulators. Tools like AuditBoard will be highlighted as critical enablers\, offering a centralized platform for real-time risk tracking\, control testing\, workflow automation\, and compliance reporting. \n\n\n\nGet vital insights into how to build a more adaptable risk and compliance foundation — one that not only supports today’s complex requirements but also scales to meet the challenges of tomorrow. \n\n\n\nLearning Objectives\n\n\n\n\nDescribe the evolving regulatory and risk landscape in 2025\, including key macroeconomic trends and shifting customer expectations.\n\n\n\nApply strategies for integrating GRC practices that enhance organizational resilience\, accountability\, and alignment with regulatory requirements.\n\n\n\nUse transparent and robust reporting to foster trust with internal governance bodies and external regulators.\n\n\n\n\nField of Study: Auditing \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/building-strong-foundations-key-takeaways-for-regulatory-compliance-and-effective-audit-assurance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/01/AuditBoard-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195605
CREATED:20250712T200617Z
LAST-MODIFIED:20250712T200627Z
UID:10009469-1753970400-1753974000@www.freelivecpe.com
SUMMARY:Starting Smart with AI: Building Your Business Case for Manufacturers
DESCRIPTION:Event description\n\n\n\nManufacturers face mounting pressure to modernize—grappling with legacy systems\, workforce shifts\, and rising customer expectations. Yet many hesitate to invest in AI\, unsure where to begin or how to demonstrate ROI. \n\n\n\nJoin Grant Thornton for an insight-packed session designed for manufacturers ready to move from exploration to execution. Grounded in deep industry experience\, this webcast offers a practical guide to building a strong AI business case. \n\n\n\nLearn how to identify high-impact use cases\, quantify potential returns\, manage change across your organization\, and communicate value to key stakeholders—turning AI from concept into a catalyst for growth. \n\n\n\nDate and time\n\n\n\nThursday\, July 31\, 2025 \n\n\n\n2:00 PM ET – 3:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\nApply practical tools to model ROI\, secure executive buy-in\, and communicate the business case across the organization to support AI-driven transformation. \n\n\n\nRecognize the business drivers behind AI adoption in manufacturing\, including modernization pressures\, legacy system challenges\, and shifting customer expectations. \n\n\n\nIdentify and prioritize high-impact AI use cases—such as predictive maintenance and intelligent scheduling—and evaluate them based on value and implementation complexity.
URL:https://www.freelivecpe.com/event/starting-smart-with-ai-building-your-business-case-for-manufacturers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Grant-Thornton-CPE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195605
CREATED:20250712T135707Z
LAST-MODIFIED:20250712T135714Z
UID:10009448-1753970400-1753974000@www.freelivecpe.com
SUMMARY:Managing intercompany: Navigating new challenges and tax complexities
DESCRIPTION:As global tax regulations evolve and digitalization accelerates\, managing tax in intercompany operations has become increasingly important and challenging for controllership. How can organizations navigate new intercompany tax complexities? We’ll discuss:  \n\n\n\nHow organizations are leveraging automation and emerging technologies to proactively address intercompany tax complexity \n\n\n\nCritical tax considerations impacting intercompany transactions\, including the latest developments in Pillar Two\, transfer pricing\, and e-invoicing requirements \n\n\n\nThe essential partnership between controllership and tax\, and how it can help organizations address current challenges
URL:https://www.freelivecpe.com/event/managing-intercompany-navigating-new-challenges-and-tax-complexities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T143000
DTSTAMP:20260608T195605
CREATED:20250719T004233Z
LAST-MODIFIED:20250719T004239Z
UID:10009505-1753966800-1753972200@www.freelivecpe.com
SUMMARY:Semiannual IPO and M&A Outlook Webcast
DESCRIPTION:Webcast overview\n\n\n\nAre you ready to unlock the secrets of the initial public offering (IPO) and mergers and acquisitions (M&A) world? Join us for our highly anticipated Semiannual IPO and M&A Outlook webcast on July 31\, 2025\, where you will gain exclusive access to the latest and most impactful insights. \n\n\n\nDive deep with our distinguished panel from JPMorgan and KPMG as they unravel the complexities of the current US IPO and M&A landscape. This is your chance to stay ahead of the curve and seize the opportunities that lie ahead in 2025. \n\n\n\nHere’s what you can expect from the webcast: \n\n\n\n\nEconomic update: Navigate the current economic climate and discover its potential influence on IPOs and M&A activities.\n\n\n\nMarket outlook: Uncover the latest trends and pivotal developments poised to shape the IPO and M&A market for the rest of the year. Position your company for unparalleled success.\n\n\n\nVenture investment insights: Gain critical insights into the venture investment landscape\, understanding the prospects and hurdles ahead for private companies.\n\n\n\n\nThis webcast is a must-attend for leaders and key stakeholders of private companies. Don’t miss out on this opportunity to gain valuable insights. \n\n\n\nRegister now to secure your spot at the Semiannual IPO and M&A Outlook webcast on July 31\, 2025. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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 one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/semiannual-ipo-and-ma-outlook-webcast/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T141500
DTSTAMP:20260608T195605
CREATED:20250628T124904Z
LAST-MODIFIED:20250628T124910Z
UID:10009401-1753966800-1753971300@www.freelivecpe.com
SUMMARY:BorderCrossings… with EY transfer pricing and tax professionals - July 2025
DESCRIPTION:The July BorderCrossings webcast will focus on tariffs. The webcast will give an update on the Administration’s trade policy\, examine how trade policy impacts cross-border movements of products and intellectual property\, and discuss the role of tax and transfer pricing in duty-management activities. \n\n\n\nPanelists \n\n\n\n\nLynlee Brown\, Partner\, Indirect Tax\, Global Trade\, Ernst & Young LLP\n\n\n\nAna Maria Romero\, Partner\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nAnna Voortman\, Partner\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\n\nModerator \n\n\n\n\nMike McDonald\, Managing Director\, Transfer Pricing\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax
URL:https://www.freelivecpe.com/event/bordercrossings-with-ey-transfer-pricing-and-tax-professionals-july-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/gif:https://www.freelivecpe.com/wp-content/uploads/2019/09/EY.gif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195605
CREATED:20250726T004623Z
LAST-MODIFIED:20250726T004629Z
UID:10009549-1753966800-1753970400@www.freelivecpe.com
SUMMARY:Navigate Tax Planning for Health Care: Prepare for OBBBA
DESCRIPTION:Join us for the first installment of our series\, Vitals and Vision: Health Care Strategy in the OBBBA Era\, with a focus on the tax implications impacting both not-for-profit and for-profit health care organizations.   \n\n\n\nWe’ll cover: \n\n\n\nCompliance and reporting deadlines\, along with phaseout timelines for temporary tax provisions through 2028 \n\n\n\nStrategies to take advantage of new or expanded tax incentives under OBBBA\, including expensing and capital investment provisions \n\n\n\nCommon tax issues and regulatory updates affecting not-for-profit and for-profit health care organizations \n\n\n\nPermanent TCJA extensions and what they mean for corporate and passthrough entities in health care
URL:https://www.freelivecpe.com/event/navigate-tax-planning-for-health-care-prepare-for-obbba/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Moss-Adams-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195605
CREATED:20250712T195912Z
LAST-MODIFIED:20250726T133024Z
UID:10009467-1753966800-1753970400@www.freelivecpe.com
SUMMARY:Making Sense of AI: A Business-First Approach
DESCRIPTION:Event details\n\n\n\nAI is on every agenda\, but meaningful progress requires more than experimentation. This webinar kicks off a three-part series focused on helping organizations evaluate\, adopt\, and implement AI with clarity and confidence. \n\n\n\nIn this first session\, we’ll ground your AI journey in business reality with a practical\, actionable approach to understanding where AI fits within your organization and how to move forward strategically. We’ll show you how to break down business roles into AI-relevant tasks\, explore key capabilities\, and evaluate use cases using a simple\, structured framework. Attendees will leave with a clear sense of how to start or sharpen their AI strategy and avoid common missteps that waste time and resources. \n\n\n\nIf you’re looking to sharpen your AI strategy\, skip the hype\, and focus on doing AI right\, this session is for you. \n\n\n\nIn upcoming sessions\, we’ll build on this foundation by exploring real-world use cases emerging on the NetSuite platform and showing you how to apply what you’ve learned to enterprise systems and employee workflows. By the end of the series\, you can be equipped to align AI initiatives with both high-level strategy and on-the-ground needs. \n\n\n\nWhy attend? \n\n\n\nMany organizations are testing AI\, but few are gaining repeatable\, scalable value from it. This session is about getting practical and equipping you with the tools to be successful\, including starting from business needs\, understanding employee roles\, and setting smart priorities. You’ll learn where and how AI makes sense in the context of your business and roles\, how to assess what’s worth investing in\, and how to shift from scattered pilots to coordinated programs. \n\n\n\nLearning objectives \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDistinguish the different forms of AI and their primary applications\n\n\n\nBreak down business roles into actionable\, AI-compatible tasks\n\n\n\nExplain the five core capabilities of business AI and where they apply\n\n\n\nEvaluate AI use cases using a four-pillar framework: complexity\, feasibility\, business impact\, and data readiness\n\n\n\nIdentify and mitigate common pitfalls associated with generative AI in business settings\n\n\n\nAlign AI initiatives with both executive strategy and front-line needs\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Basic \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Information technology \n\n\n\nThis session is eligible for 1.0 hour of CPE credit. \n\n\n\nNote: 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. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/making-sense-of-ai-a-business-first-approach/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195605
CREATED:20250628T130645Z
LAST-MODIFIED:20250628T130653Z
UID:10009406-1753966800-1753970400@www.freelivecpe.com
SUMMARY:Midyear tax and HR compliance update
DESCRIPTION: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. \n\n\n\nIn this session\, you will learn how to: \n\n\n\n\nIdentify the latest updates in tax and HR compliance.\n\n\n\nUnderstand key proposed corporate tax credit provisions outlined in the Bill.\n\n\n\nRecognize updates regarding state-mandated retirement plans.\n\n\n\nInterpret the latest guidance on SECURE 2.0 and learn how to assist your clients in taking advantage of available tax credits.\n\n\n\n\nDelivery Method: Group InternetCourse Level: BasicField of Study: TaxesPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/midyear-tax-and-hr-compliance-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T124500
DTEND;TZID=America/New_York:20250731T134500
DTSTAMP:20260608T195605
CREATED:20250713T140608Z
LAST-MODIFIED:20250713T140614Z
UID:10009480-1753965900-1753969500@www.freelivecpe.com
SUMMARY:Keep first (line) things first: Fostering operational excellence
DESCRIPTION:Description: \n\n\n\nOperational 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? \n\n\n\nIn 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. \n\n\n\nLearning Objectives\n\n\n\n\nDiscuss how operational risk management can act as an early warning system to help organizations take action.\n\n\n\nApply strategies to cultivate a collaborative and proactive risk culture that strengthens operational risk management and business resilience.\n\n\n\nEffectively report to risk owners to ensure transparency\, accountability\, and actionability.\n\n\n\n\nField of Study: Business Management & Organization \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/keep-first-line-things-first-fostering-operational-excellence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T120000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195605
CREATED:20250726T132838Z
LAST-MODIFIED:20250726T132843Z
UID:10009553-1753963200-1753970400@www.freelivecpe.com
SUMMARY:Midyear Tax Planning Insights for Consumer Markets
DESCRIPTION:Event details\n\n\n\nConsumer 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. \n\n\n\nIn 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. \n\n\n\nThis 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. \n\n\n\nLearning objectives\n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDiscuss recent federal and state and local tax regulatory updates impacting the consumer markets industry\n\n\n\nIdentify optimization strategies for federal tax and SALT planning\n\n\n\nAnalyze the potential implications and opportunities of the new tax and budget law\, commonly known as the One Big Beautiful Bill\n\n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/midyear-tax-planning-insights-for-consumer-markets/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T120000
DTEND;TZID=America/New_York:20250731T130000
DTSTAMP:20260608T195605
CREATED:20250531T182114Z
LAST-MODIFIED:20250614T164122Z
UID:10009359-1753963200-1753966800@www.freelivecpe.com
SUMMARY:Strategic Financing Services 2025 Speaker Series
DESCRIPTION:Overview\n\n\n\nJoin 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. \n\n\n\nReview the registration site to explore each session and speaker details. You can register for individual sessions and add them to your calendar. \n\n\n\nWho Should Attend\n\n\n\nThis 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.
URL:https://www.freelivecpe.com/event/strategic-financiing-services/2025-07-31/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T113000
DTEND;TZID=America/New_York:20250731T123000
DTSTAMP:20260608T195605
CREATED:20250713T140348Z
LAST-MODIFIED:20250713T140354Z
UID:10009479-1753961400-1753965000@www.freelivecpe.com
SUMMARY:Connected risk: The AI-driven convergence of audit\, risk and compliance
DESCRIPTION:Description: \n\n\n\nThe 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. \n\n\n\nThis 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. \n\n\n\nLearning Objectives\n\n\n\n\nIdentify the evolving roles and responsibilities of audit\, risk\, compliance\, and information security teams in today’s complex risk landscape.\n\n\n\nDiscuss the importance of breaking down silos to enhance collaboration across GRC functions.\n\n\n\nDevelop actionable strategies for building an agile\, future-proof GRC framework that adapts to a dynamic regulatory landscape while supporting business growth.\n\n\n\n\nField of Study: Business Management & Organization \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/connected-risk-the-ai-driven-convergence-of-audit-risk-and-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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