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DTSTART;TZID=America/New_York:20250805T110000
DTEND;TZID=America/New_York:20250805T120000
DTSTAMP:20260608T195727
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:20260608T195727
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:20260608T195727
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:20260608T195727
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T143000
DTEND;TZID=America/New_York:20250731T153000
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T160000
DTSTAMP:20260608T195727
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195727
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T140000
DTEND;TZID=America/New_York:20250731T150000
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T143000
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T141500
DTSTAMP:20260608T195727
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195727
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:20260608T195727
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2019/10/34368018_2030207360386406_347050193788600320_n-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195727
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T124500
DTEND;TZID=America/New_York:20250731T134500
DTSTAMP:20260608T195727
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
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:20250731T120000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T195727
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2019/10/34368018_2030207360386406_347050193788600320_n-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T120000
DTEND;TZID=America/New_York:20250731T130000
DTSTAMP:20260608T195727
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
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/09/Cherry-Bekaert-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T113000
DTEND;TZID=America/New_York:20250731T123000
DTSTAMP:20260608T195727
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
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:20250731T110000
DTEND;TZID=America/New_York:20250731T123000
DTSTAMP:20260608T195727
CREATED:20250704T194002Z
LAST-MODIFIED:20250704T194645Z
UID:10009416-1753959600-1753965000@www.freelivecpe.com
SUMMARY:KPMG Quarterly Tax Webcast for RICs - Summer 2025
DESCRIPTION:Webcast overview\n\n\n\nPlease 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: \n\n\n\n\nOne Big Beautiful Bill Update\n\n\n\nDemystifying the MAP process for Tax Treaty Rejections\n\n\n\nEU reclaim trends: RIC and CIT developments\n\n\n\nDerivatives Based ETF Products\n\n\n\n\nif you have any questions\, please contact Tess Levin \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/kpmg-quarterly-tax-webcast-for-rics-summer-2025/
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:20250731T110000
DTEND;TZID=America/New_York:20250731T120000
DTSTAMP:20260608T195727
CREATED:20250704T200535Z
LAST-MODIFIED:20250704T200545Z
UID:10009421-1753959600-1753963200@www.freelivecpe.com
SUMMARY:Navigating EHR Migration & Post-Go-Live Optimization
DESCRIPTION: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. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize industry challenges of EHR system conversions and post-implementation monitoring.\n\n\n\nEmploy specific tactics and strategies while converting to newer versions of your EHR.\n\n\n\nDescribe system conversion preparation\, go-live and post-go-live project management\, and operational best practices. \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/navigating-ehr-migration-post-go-live-optimization/
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:20250730T140000
DTEND;TZID=America/New_York:20250730T150000
DTSTAMP:20260608T195727
CREATED:20250713T140135Z
LAST-MODIFIED:20250713T140142Z
UID:10009478-1753884000-1753887600@www.freelivecpe.com
SUMMARY:Building resilience with IAM
DESCRIPTION:Description: \n\n\n\nIn 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. \n\n\n\nBut 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. \n\n\n\nThis 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. \n\n\n\nLearning Objectives\n\n\n\n\nDescribe the role of IAM in securing access to sensitive information in today’s dynamic digital and AI-driven environments.\n\n\n\nExplore how IAM integrates with GRC frameworks to support proactive risk management.\n\n\n\nApply best practices for managing access rights to reduce the risk of data breaches\, leaks\, and unauthorized access.\n\n\n\nDiscuss how IAM systems enhance organizational resilience by adapting to evolving threats and ensuring compliance with regulatory standards.\n\n\n\n\nField of Study: Information Technology \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-resilience-with-iam/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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:20250730T140000
DTEND;TZID=America/New_York:20250730T150000
DTSTAMP:20260608T195727
CREATED:20250329T213516Z
LAST-MODIFIED:20250419T214708Z
UID:10009023-1753884000-1753887600@www.freelivecpe.com
SUMMARY:ESG Reporting & Assurance Standards Webinar
DESCRIPTION:Event Overview\n\n\n\nThis 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. \n\n\n\nThis webinar will highlight how you can prepare and maintain a comprehensive ESG strategy in response to evolving global reporting and assurance standards:   \n\n\n\n\nGlobal sustainability reporting standards update.\n\n\n\nUpdate on global sustainability assurance standards.\n\n\n\nUnderstand how organizations can prepare for these evolving requirements.\n\n\n\n\nRecommended CPE Credit: 1 \n\n\n\nRecommended Field of Study: Business Management & Organization \n\n\n\nPrerequisites: None \n\n\n\nProgram Knowledge Level: Basic \n\n\n\nAdvanced Preparation: None \n\n\n\n*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.
URL:https://www.freelivecpe.com/event/esg-reporting-assurance-standards-webinar/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/01/UHY-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T143000
DTSTAMP:20260608T195727
CREATED:20250712T195730Z
LAST-MODIFIED:20250712T195737Z
UID:10009466-1753880400-1753885800@www.freelivecpe.com
SUMMARY:Future of Fintech: Digital Assets\, TPRM\, and BaaS
DESCRIPTION:Event details\n\n\n\nFintech 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. \n\n\n\nDuring this session\, we’ll explore:\n\n\n\n\nDigital 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.\n\n\n\nBank-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.\n\n\n\nInternal audit (20 mins): Learn how internal audit functions must adapt to address the unique risks and complexities in the BaaS ecosystem.\n\n\n\n\nLearning objectives\n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDifferentiate between custody models and types of stablecoins\, and evaluate their applications in financial operations\n\n\n\nIdentify and assess operational\, legal\, and cybersecurity risks associated with digital assets\n\n\n\nDefine key aspects of bank-fintech arrangements that impact third-party risk management strategies\n\n\n\nEvaluate risk factors across the third-party life cycle\, including governance\, due diligence\, and monitoring\n\n\n\nInterpret internal audit roles and best practices in auditing BaaS ecosystems\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: Specialized knowledge \n\n\n\nThis session is recommended for 1.5 hours 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/future-of-fintech-digital-assets-tprm-and-baas/
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/2019/10/34368018_2030207360386406_347050193788600320_n-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T195727
CREATED:20250726T135257Z
LAST-MODIFIED:20250726T135304Z
UID:10009560-1753880400-1753884000@www.freelivecpe.com
SUMMARY:State & local tax issues impacting the financial services industry - July 2025
DESCRIPTION: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. \n\n\n\nThe following topics will be discussed: \n\n\n\n\nTax considerations from P.L. 119-21 (known as “One Big\, Beautiful Bill”)\, including state pass-through entity taxes\n\n\n\nState legislative developments impacting the real estate and wealth & asset management industries\n\n\n\nAsset management developments\, including fee sourcing and filing requirements for direct lending\n\n\n\nCurrent transaction trends with state and local tax considerations\n\n\n\nAdvances in data analytics\, artificial intelligence and automation impacting the industry\n\n\n\n\nPanelists: \n\n\n\n\nSibel Aktas\, Partner\, State & Local Tax – Wealth & Asset Management\, Ernst & Young LLP\n\n\n\nAmy McLocklin\, Partner\, State & Local Tax – Real Estate\, Ernst & Young LLP\n\n\n\nKaela Munster\, Senior Manager\, State & Local Tax – Real Estate\, Ernst & Young LLP\n\n\n\nJenn Slinkard\, Senior Manager\, State & Local Tax – Wealth & Asset Management\, Ernst & Young LLP\n\n\n\n\nModerator: \n\n\n\n\nPatrick Doyle\, Principal\, State & Local Tax – Real Estate\, Ernst & Young LLP
URL:https://www.freelivecpe.com/event/state-local-tax-issues-impacting-the-financial-services-industry-july-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T195727
CREATED:20250704T201209Z
LAST-MODIFIED:20250704T201215Z
UID:10009423-1753880400-1753884000@www.freelivecpe.com
SUMMARY:ASU 2023-09: New Income Tax Disclosure Requirements
DESCRIPTION: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. \n\n\n\nJoin 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. \n\n\n\nKey topics include: \n\n\n\nKey takeaways from implementations to date \n\n\n\nKey provisions applicable to public business entities \n\n\n\nDisclosure requirements for non-public business entities
URL:https://www.freelivecpe.com/event/asu-2023-09-new-income-tax-disclosure-requirements/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T195727
CREATED:20250704T200312Z
LAST-MODIFIED:20250704T200341Z
UID:10009420-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Mastering Financial Reporting: Essential Techniques for SMB Success
DESCRIPTION: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. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize what a seamless month-end close entails.\n\n\n\nDescribe what technology tools and integrations can assist with your month-end close.\n\n\n\nIdentify month-end deliverables to aid and provide insight into your decision-making 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 Accounting field of study may be awarded upon verification of participant attendance during live broadcast.
URL:https://www.freelivecpe.com/event/mastering-financial-reporting-essential-techniques-for-smb-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T195727
CREATED:20250629T140412Z
LAST-MODIFIED:20250629T140418Z
UID:10009408-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Advancing AI Maturity to Unlock Enterprise Value
DESCRIPTION: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. \n\n\n\n Learning Objectives: \n\n\n\n\nAssess your organization’s AI maturity against your industry peers \n\n\n\nIdentify the three most common obstacles influencing AI maturity \n\n\n\nDiscuss solutions and actionable next steps to help drive AI maturity and increase AI value across the enterprise\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*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. \n\n\n\nProtiviti 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.
URL:https://www.freelivecpe.com/event/advancing-ai-maturity-to-unlock-enterprise-value/
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:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T195727
CREATED:20250628T123657Z
LAST-MODIFIED:20250628T123704Z
UID:10009396-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Governmental Accounting Standards Board Updates
DESCRIPTION: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. \n\n\n\nWe’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.
URL:https://www.freelivecpe.com/event/governmental-accounting-standards-board-updates-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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