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DTSTART;TZID=America/New_York:20251022T110000
DTEND;TZID=America/New_York:20251022T120000
DTSTAMP:20260607T164746
CREATED:20250927T011134Z
LAST-MODIFIED:20250927T011139Z
UID:10009894-1761130800-1761134400@www.freelivecpe.com
SUMMARY:H1 2025 State of SaaS – Insights & Outlook
DESCRIPTION:CPE Information\n\n\n\nJoin Forvis Mazars and PitchBook for an exclusive webinar exploring the forces shaping the global Software as a Service (SaaS) market in 2025. Drawing from insights from our newly published report\, we’ll unpack the dynamics of the initial public offering (IPO) market\, the transformative role of artificial intelligence (AI) in SaaS\, and the strategic shifts in private equity deals. This session will provide a forward-looking perspective on the IPO outlook for 2025\, helping attendees navigate the complexities of tech exits and leverage emerging opportunities in the SaaS market. \n\n\n\nThis session will provide a forward-looking perspective on the IPO outlook and SaaS exit opportunities. Our panelists will share both the U.S and global perspectives\, blending data-driven insights with real-world market experiences. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize the current state of the SaaS IPO landscape\, and broader tech market trends\n\n\n\nEvaluate key drivers of valuation and deal activity\, and role of secondary markets\n\n\n\nRelate lessons learned from real-world case studies and market trends\n\n\n\nPrepare for strategic decision making in a shifting global market\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nUp to 1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/h1-2025-state-of-saas-insights-outlook/
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:20251022T110000
DTEND;TZID=America/New_York:20251022T120000
DTSTAMP:20260607T164746
CREATED:20250927T135056Z
LAST-MODIFIED:20250927T135102Z
UID:10009906-1761130800-1761134400@www.freelivecpe.com
SUMMARY:Creating a culture of security for your firm
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nCyberattacks are on the rise\, and accounting firms of all sizes are being targeted. In this session\, we’ll explore how a layered\, firm-wide approach to security can help protect sensitive client and firm data without creating unnecessary complexity. You’ll learn practical strategies for reducing risk through secure access\, policy development\, and employee training\, along with how to stay compliant with evolving requirements like the Written Information Security Plan (WISP). Whether you’re looking to strengthen your current setup or build a more proactive security culture from the ground up\, this session will give you clear next steps to move forward confidently. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nIdentify common cybersecurity risks facing accounting and tax firms.\n\n\n\nDescribe how a layered approach to security protects firm and client data.\n\n\n\nUnderstand the role of a Written Information Security Plan (WISP) in meeting compliance needs.\n\n\n\nApply techniques to improve staff engagement with firm security protocols.\n\n\n\nRecognize key technology features that support a proactive security culture.\n\n\n\n\nLevel:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Specialized KnowledgeProgram Prerequisites:NoneAdvance Preparation:None \n\n\n\nNote: CPE credits are only available for live attendance (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/creating-a-culture-of-security-for-your-firm/
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:20251022T110000
DTEND;TZID=America/New_York:20251022T120000
DTSTAMP:20260607T164746
CREATED:20251011T194618Z
LAST-MODIFIED:20251011T194626Z
UID:10010023-1761130800-1761134400@www.freelivecpe.com
SUMMARY:FINANCE
INNOVATION WEEK 2025
DESCRIPTION:Driving the Next Wave of Finance Transformation\n\n\n\nExplore the evolving landscape of financial operations with insights from industry leaders and top BlackLine partners. In these expert-led sessions\, you’ll gain a fresh perspective on the tools\, strategies\, and innovations driving smarter\, more agile processes\, from intelligent automation to AI. Whether you’re laying the groundwork or advancing your optimization efforts\, these sessions deliver actionable guidance to help you scale with confidence and lead lasting change.
URL:https://www.freelivecpe.com/event/finance-innovation-week-2025/2025-10-22/1/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T120000
DTEND;TZID=America/New_York:20251022T130000
DTSTAMP:20260607T164746
CREATED:20251011T194618Z
LAST-MODIFIED:20251011T194626Z
UID:10010024-1761134400-1761138000@www.freelivecpe.com
SUMMARY:FINANCE
INNOVATION WEEK 2025
DESCRIPTION:Driving the Next Wave of Finance Transformation\n\n\n\nExplore the evolving landscape of financial operations with insights from industry leaders and top BlackLine partners. In these expert-led sessions\, you’ll gain a fresh perspective on the tools\, strategies\, and innovations driving smarter\, more agile processes\, from intelligent automation to AI. Whether you’re laying the groundwork or advancing your optimization efforts\, these sessions deliver actionable guidance to help you scale with confidence and lead lasting change.
URL:https://www.freelivecpe.com/event/finance-innovation-week-2025/2025-10-22/2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T130000
DTEND;TZID=America/New_York:20251022T140000
DTSTAMP:20260607T164746
CREATED:20250927T135842Z
LAST-MODIFIED:20250927T135846Z
UID:10009908-1761138000-1761141600@www.freelivecpe.com
SUMMARY:Cyber Crossroads: Navigating OT Security Risks in Manufacturing & Distribution
DESCRIPTION:Our 2025 Top Risks Survey of board members and C-suite executives globally revealed that cyber threats are still a primary concern. And with good reason – cyber risks impact not only IT systems but the Operations Technology (OT) running their operations. With the convergence of OT and IT systems\, the threat landscape is only increasing\, so these issues are expected to persist through the next decade.  \n\n\n\nJoin this session to explore the evolving threat landscape impacting the “shop floor” of the manufacturing and distribution industry. Participants will gain insights into the fundamental imperatives for implementing and assessing security measures in IT and OT environments\, including tips and perspectives on how recommended cyber practices may be adapted to OT systems. \n\n\n\nThis webinar is part of our ongoing series examining critical themes shaping the future of the manufacturing and distribution industry.  \n\n\n\nLearning Objectives:  \n\n\n\n\nOutline Why OT Systems Are VulnerableExplore the evolving threat landscape and why operational technology is increasingly targeted by cyber attackers.\n\n\n\nExplain Why Executives Should Be ConcernedLearn how the convergence of IT and OT systems elevates cybersecurity risks—and why this is a strategic issue for the Board and C-suite.\n\n\n\nDiscover Practical Strategies to Protect Your OperationsIdentify proven approaches and good practices to strengthen OT cybersecurity and safeguard critical manufacturing and distribution environments.\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.ne. 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/cyber-crossroads-navigating-ot-security-risks-in-manufacturing-distribution/
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:20251022T130000
DTEND;TZID=America/New_York:20251022T140000
DTSTAMP:20260607T164746
CREATED:20251011T144954Z
LAST-MODIFIED:20251011T145000Z
UID:10010005-1761138000-1761141600@www.freelivecpe.com
SUMMARY:Calculating Fraud Loss in Criminal Matters
DESCRIPTION:This session will explore calculating a fraud loss in a criminal matter and why it matters at sentencing. Learn factors used in estimating losses and other relevant information to consider in the calculation of the fraud loss. The presenters will offer perspective and insight into case studies on how the calculated fraud loss applied to the sentencing of the defendant.   \n\n\n\nPresenters\n\n\n\nNicole McNeil Donecker\, Senior Manager\, CBIZ Forensic Consulting GroupLisa Mathewson\, Principal – Mathewson Law LLCJeremy Gonzalez Ibrahim
URL:https://www.freelivecpe.com/event/calculating-fraud-loss-in-criminal-matters/
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:20251022T140000
DTEND;TZID=America/New_York:20251022T150000
DTSTAMP:20260607T164746
CREATED:20250927T010246Z
LAST-MODIFIED:20250927T010252Z
UID:10009892-1761141600-1761145200@www.freelivecpe.com
SUMMARY:The Future of Outsourcing: Rethink Everything
DESCRIPTION:Webcast overview\n\n\n\nJoin us to explore how companies are going beyond cost savings to transform outsourcing into a strategic tool for innovation and value creation. \n\n\n\nYou will learn: \n\n\n\n\nOutsourcing’s New Era:​ Discover the paradigm shift of outsourcing from a transactional lever to a transformational capability​\n\n\n\nThe Evolving Ecosystem: Learn how KPMG is helping clients navigate and govern across multiple delivery models\n\n\n\nBuilding Collaborative Partnerships: Explain what is required to build a collaborative partnership and the benefits of doing so\n\n\n\nProcurement’s Role in Navigating the Complexity: Describe the evolution of procurement and their expanding responsibilities beyond contracting and cost control\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. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code VFNP9JMZ242.
URL:https://www.freelivecpe.com/event/the-future-of-outsourcing-rethink-everything/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T140000
DTEND;TZID=America/New_York:20251022T150000
DTSTAMP:20260607T164746
CREATED:20251004T133317Z
LAST-MODIFIED:20251004T133322Z
UID:10009937-1761141600-1761145200@www.freelivecpe.com
SUMMARY:Build a digital backbone for real time energy field operations
DESCRIPTION:Event description\n\n\n\nField operations in energy slow down when OT and IT are fragmented and reporting lags. In this CPE eligible webcast\, learn how to build a scalable digital backbone that connects people\, assets\, and systems so events become actions in real time. We lead with outcomes from the field\, then show the patterns that make them repeatable: a reference architecture\, a data backbone\, and OT and IT integration with safety in mind. You leave with a practical plan to reach first value\, a focused KPI set to track downtime\, safety\, throughput\, and unit cost\, and a simple benefits model you can use to collaborate with finance. \n\n\n\nDate and time\n\n\n\nWednesday\, October 22\, 20252:00 PM ET – 3:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\n\nIdentify common sources of field data latency and describe the impact on downtime\, safety\, and unit cost\n\n\n\nExplain how a digital backbone that connects OT\, IT\, and IoT turns events into actions in real time\n\n\n\nDistinguish pilot based rollout from platform based scale and select criteria to expand across sites\n\n\n\nCreate a simple benefits model and select a KPI set to collaborate with finance and track progress
URL:https://www.freelivecpe.com/event/build-a-digital-backbone-for-real-time-energy-field-operations/
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:20251022T140000
DTEND;TZID=America/New_York:20251022T150000
DTSTAMP:20260607T164746
CREATED:20251011T194618Z
LAST-MODIFIED:20251011T194626Z
UID:10010025-1761141600-1761145200@www.freelivecpe.com
SUMMARY:FINANCE
INNOVATION WEEK 2025
DESCRIPTION:Driving the Next Wave of Finance Transformation\n\n\n\nExplore the evolving landscape of financial operations with insights from industry leaders and top BlackLine partners. In these expert-led sessions\, you’ll gain a fresh perspective on the tools\, strategies\, and innovations driving smarter\, more agile processes\, from intelligent automation to AI. Whether you’re laying the groundwork or advancing your optimization efforts\, these sessions deliver actionable guidance to help you scale with confidence and lead lasting change.
URL:https://www.freelivecpe.com/event/finance-innovation-week-2025/2025-10-22/3/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/10/Blackline.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T141000
DTEND;TZID=America/New_York:20251022T151000
DTSTAMP:20260607T164746
CREATED:20251011T145202Z
LAST-MODIFIED:20251011T145208Z
UID:10010006-1761142200-1761145800@www.freelivecpe.com
SUMMARY:Understanding the U.S. Department of Justice's New White Collar Enforcement Plan
DESCRIPTION:This session will discuss the recent changes to the U.S. Department of Justice’s White Collar Crime enforcement program\, to include the ten high-impact areas it intends to focus its efforts on\, how they. The session will also address the changes to DOJ’s self-disclosure program which incentivizes corporations to self-disclose and cooperate\, and outlines how corporations can obtain declinations\, as well as non-prosecution agreements (NPA’s).  Finally\, we will examine DOJ’s commitment to efficient investigations and prosecutions\, the use of other regulatory agencies in lieu of monitorships\, and where monitorships are used\, a defined and narrow scope to reduce cost and interference with a company’s business.  \n\n\n\nPresenters\n\n\n\nJay McCormack\, Partner\, VerillJohn Mulvaney\, Managing Director\, White Collar Enforcement\, Investigations and Disputes Practice Leader\, CBIZ Forensic Consulting GroupPatrick J. Queenan\, Shareholder\, Government Investigations and White-Collar Criminal Defense\, Sheehan Phinney
URL:https://www.freelivecpe.com/event/understanding-the-u-s-department-of-justices-new-white-collar-enforcement-plan/
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:20251022T152000
DTEND;TZID=America/New_York:20251022T162000
DTSTAMP:20260607T164746
CREATED:20251004T143324Z
LAST-MODIFIED:20251004T143330Z
UID:10009958-1761146400-1761150000@www.freelivecpe.com
SUMMARY:AI Enabled Fraud - Schemes and Risks
DESCRIPTION:This session will explore the emergence of AI use in fraud schemes.  AI can be used to impersonate\, replicate\, and synthetically generate any type of business communications and data.  This type of power will accelerate and enable extreme complexity and opacity in existing fraud schemes and generate new fraud schemes that were not imagined just 10 years ago. \n\n\n\nPresenters\n\n\n\nJason Vogel\, Director\, CBIZ Forensic Consulting GroupAbraham J. Rein\, Chair\, White Collar Defense and Investigations Practice Group Chair\, Data Privacy and Cybersecurity Practice\, Post & Schell P.C
URL:https://www.freelivecpe.com/event/ai-enabled-fraud-schemes-and-risks/
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:20251022T163000
DTEND;TZID=America/New_York:20251022T173000
DTSTAMP:20260607T164746
CREATED:20251004T143135Z
LAST-MODIFIED:20251004T143141Z
UID:10009957-1761150600-1761154200@www.freelivecpe.com
SUMMARY:Two Sides to Every Coin: How Crypto Conceals and Reveals Fraud Schemes
DESCRIPTION:This session will introduce practitioners to cryptocurrency\, common cryptocurrency fraud schemes\, and effective response strategies. Attendees will explore how the mechanics of cryptocurrency can both enable criminal activity and aid in uncovering it\, examine common fraud tactics and their targets\, and review rising trends in crypto-related crime. The program will also outline practical steps to take when a client falls victim to fraud and demonstrate how collaboration with a forensic accountant and cryptocurrency expert can strengthen legal strategy and improve litigation outcomes. \n\n\n\nPresenters\n\n\n\nVictoria Fife\, Manager\, CBIZ Forensic Consulting GroupAlexander Banzhaf\, Partner\, Tuttle Yick LLP
URL:https://www.freelivecpe.com/event/two-sides-to-every-coin-how-crypto-conceals-and-reveals-fraud-schemes/
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:20251023T100000
DTEND;TZID=America/New_York:20251023T110000
DTSTAMP:20260607T164746
CREATED:20251011T145711Z
LAST-MODIFIED:20251011T145716Z
UID:10010007-1761213600-1761217200@www.freelivecpe.com
SUMMARY:Insights on the One Big Beautiful Bill Act
DESCRIPTION:This session provides an in-depth look at the latest changes introduced by the One Big Beautiful Bill Act\, with a special focus on clarifying the new overtime deduction. Join us as we break down what these updates mean for government entities\, offer practical guidance on compliance\, and share actionable insights to help your organization adapt with confidence. We’ll discuss real-world scenarios and provide resources to ensure you’re prepared for the evolving regulatory landscape. \n\n\n\nPresenter\n\n\n\nDan Hall\, HCM Sales Consultant\, CBIZ
URL:https://www.freelivecpe.com/event/insights-on-the-one-big-beautiful-bill-act/
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:20251023T110000
DTEND;TZID=America/New_York:20251023T120000
DTSTAMP:20260607T164746
CREATED:20250927T135234Z
LAST-MODIFIED:20250927T135239Z
UID:10009907-1761217200-1761220800@www.freelivecpe.com
SUMMARY:Good for your clients\, good for you: Grow with Avalara for Accountants
DESCRIPTION:CPE Credit: 1 hour for CPAs \n\n\n\nDo you know all that Avalara has to offer to help accounting practitioners with the challenges of sales tax compliance? Join two leaders in Avalara’s accountant program as they share use cases on firms that have benefited from partnering with Avalara to grow or expand their sales tax compliance services. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nExplore the options Avalara offers to help accounting practitioners manage their clients’ sales tax compliance needs\n\n\n\nReview examples of firms that have benefited from their partnership with Avalara\n\n\n\nIdentify ways to create new revenue streams and additional service offerings\n\n\n\nLeverage Avalara to do as much of the sales tax compliance work as you prefer\n\n\n\n\nLevel:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:TaxesProgram Prerequisites:NoneAdvance Preparation:None
URL:https://www.freelivecpe.com/event/good-for-your-clients-good-for-you-grow-with-avalara-for-accountants/
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:20251023T110000
DTEND;TZID=America/New_York:20251023T120000
DTSTAMP:20260607T164746
CREATED:20251010T221334Z
LAST-MODIFIED:20251010T221340Z
UID:10009974-1761217200-1761220800@www.freelivecpe.com
SUMMARY:AI infrastructure at a crossroads: Modernization\, cost\, and reliability
DESCRIPTION:Key takeaways \n\n\n\nAI adoption is accelerating\, putting pressure on the technology estates and energy systems that support it. How can enterprises and operators modernize infrastructure to meet rising demands while managing cost and reliability? We’ll discuss: \n\n\n\n\nModernization strategies to adapt legacy systems and scale hybrid or private AI infrastructure\n\n\n\nCompute\, network\, and telecom considerations as inference grows and models are hosted across different environments\n\n\n\nPower\, grid\, and utility challenges in supporting AI data centers and enterprise AI “factories”
URL:https://www.freelivecpe.com/event/ai-infrastructure-at-a-crossroads-modernization-cost-and-reliability/
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:20251023T110000
DTEND;TZID=America/New_York:20251023T120000
DTSTAMP:20260607T164746
CREATED:20251011T194618Z
LAST-MODIFIED:20251011T194626Z
UID:10010026-1761217200-1761220800@www.freelivecpe.com
SUMMARY:FINANCE
INNOVATION WEEK 2025
DESCRIPTION:Driving the Next Wave of Finance Transformation\n\n\n\nExplore the evolving landscape of financial operations with insights from industry leaders and top BlackLine partners. In these expert-led sessions\, you’ll gain a fresh perspective on the tools\, strategies\, and innovations driving smarter\, more agile processes\, from intelligent automation to AI. Whether you’re laying the groundwork or advancing your optimization efforts\, these sessions deliver actionable guidance to help you scale with confidence and lead lasting change.
URL:https://www.freelivecpe.com/event/finance-innovation-week-2025/2025-10-23/1/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/10/Blackline.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T110000
DTEND;TZID=America/New_York:20251023T120000
DTSTAMP:20260607T164746
CREATED:20251019T192012Z
LAST-MODIFIED:20251019T192021Z
UID:10010067-1761217200-1761220800@www.freelivecpe.com
SUMMARY:Tax in Motion: 2025 planning and 2026 outlook
DESCRIPTION:Event overview\n\n\n\nJoin RSM for an exclusive two-day event featuring five timely webinars that unpack key tax policy changes and pressing business challenges in an economic environment full of uncertainty and cost pressures. We’ll help you plan confidently for 2026 and beyond. \n\n\n\nRegister for each of the five sessions: \n\n\n\nTuesday\, Oct. 21\, 2025Session 1: Legal entity restructuring and rationalizationLegal entity restructuring and rationalization: Navigating tax implications in M&A both foreign and domesticTuesday\, October 21\, 2025 at 11 a.m. ET \n\n\n\nLegal entity rationalization is a critical step in preparing for mergers and acquisitions—especially for businesses with global operations. In this session\, RSM’s M&A tax leaders will explore how to streamline legal structures\, manage cross-border tax risks and stay compliant across jurisdictions. You’ll gain practical insights to help optimize your tax position and support successful deal execution. \n\n\n\nWhat you’ll learn: \n\n\n\nKey benefits of legal entity rationalization in M&A\, including its impact on global and local operationsCommon tax risks across jurisdictions—from administrative costs to cross-border consequencesBest practices for planning and executing rationalization strategies that drive tax efficiency and complianceHow evolving global regulations are shaping entity rationalization—and what it means for your industrySpeakers: \n\n\n\nAmy Kasden\, RSM US LLPCrystal Golob Lindholm\, RSM US LLPRyan Broomfield\, RSM UKBhavin Oza\, RSM Canada \n\n\n\nRegister nowSession 2: International tax planningInternational tax planning: Navigating new legislation\, transfer pricing and Pillar TwoTuesday\, October 21\, 2021 at 1 p.m. ET \n\n\n\nGlobal tax reform continues to reshape the international landscape. In this session\, RSM’s international tax leaders will break down the latest regulatory developments—including effects of the One Big Beautiful Bill Act (OBBBA)\, updates to transfer pricing and Organisation for Economic Co-operation and Development Pillar Two compliance. You’ll also gain insights into how reforms are affecting pass-throughs and the corporate alternative minimum tax (CAMT)\, and what these changes mean for public companies navigating complex global operations. \n\n\n\nWhat you’ll learn: \n\n\n\nKey 2025 year-end planning strategies in light of new international tax regulations and legislationHow OBBBA affects pass-throughs and CAMT complianceThe latest updates in transfer pricing and Pillar Two implementationThe role of emerging digital systems and technologies in shaping financial reportingBroader implications for public companies operating across global jurisdictionsSpeakers: \n\n\n\nAyana Martinez\, RSM US LLPAdam Chesman\, RSM US LLPGreg Pudenz\, RSM US LLPChris Dupuis\, RSM US LLP \n\n\n\nRegister nowSession 3: State tax planningState and local tax 2025 strategic review and 2026 outlookTuesday\, October 21\, 2025 at 3 p.m. ET \n\n\n\nThe state tax community faced new milestones in 2025 as multiple events merged to create a transitional and evolving landscape. First\, state 2025 legislative session activity surged to activity not seen since before the pandemic as tax bills were passed covering every aspect of subnational taxation. \n\n\n\nNext\, OBBBA—the most significant federal tax reform since 2017—is causing states to consider federal conformity while tackling new budget line items. Finally\, slowing state tax collections\, uncertain tariff impacts and a deteriorating labor market are adding unease to the fiscal year 2027 state budget landscape. This session will review the 2025 state tax highlights to help prepare taxpayers for the year ahead. \n\n\n\nWhat you’ll learn: \n\n\n\nHow OBBBA is influencing state tax conformity\, and what rolling vs. fixed-date approaches mean for taxpayersEconomic and legislative trends that will drive 2026 state tax agendasKey risks and opportunities in 2025 state tax legislation for middle market businessesCritical planning areas\, including nexus reviews\, gross receipts tax exposure\, digital asset taxation and audit risk mitigation under evolving enforcement practicesSpeakers: \n\n\n\nDavid Brunori\, RSM US LLPAmy Letourneau\, RSM US LLPMo Bell-Jacobs\, RSM US LLPBob Gershon\, RSM US LLP \n\n\n\nRegister nowThursday\, Oct. 23\, 2025Session 4: Tax planning for individuals and business ownersNavigating OBBBA and key tax levers for individuals and business ownersThursday\, October 23\, 2023 at 11 a.m. ET \n\n\n\nThis session offers timely planning strategies for individuals and business owners navigating complex tax provisions under OBBBA. While year-end is a natural checkpoint\, these insights will support proactive planning for tax year 2025 and beyond. Topics include charitable giving\, section 1202 qualified small business stock\, opportunity zones and the “Big Three” business tax relief provisions—all designed to help you maximize benefits\, minimize risk and align tax outcomes with your business objectives going forward. \n\n\n\nWhat you’ll learn: \n\n\n\nTax planning strategies that go beyond year-end and support year-round decision makingHow to prepare for new charitable contribution limits in 2026 while maximizing 2025 benefitsThe role of section 1202 qualified small business stock in long-term planningPlanning for 2026 gain recognition from prior opportunity zone investmentsHow to use attribute planning and the “Big Three” tax levers to optimize outcomesSpeakers: \n\n\n\nJennifer Feist\, RSM US LLPAndy Swanson\, RSM US LLPAmber Waldman\, RSM US LLP \n\n\n\nRegister nowSession 5: Federal tax planning 2025Federal tax planning: 2025 review and 2026 outlookThursday\, October 23\, 2023 at 1 p.m. ET \n\n\n\nThe federal tax landscape has shifted dramatically in 2025\, creating new opportunities—and complexities—for businesses. In this session\, RSM tax professionals will walk through the most significant updates from our 2025 Federal business tax planning guide\, including key OBBBA provisions. From expanded deductions to strategic timing of income and expenses\, you’ll gain actionable insights to optimize your tax position and stay compliant. \n\n\n\nWhat you’ll learn: \n\n\n\nHow to apply key planning strategies from the 2025 Federal business tax planning guide\, including entity structuring\, depreciation and timing techniquesThe impact of OBBBA provisions such as tax relief on tips\, overtime and car loan interest; expanded deductions for seniors; and full expensing of domestic research under section 174AChanges to itemized and standard deductions affecting high-income earners; seniors; and those with significant state and local tax\, mortgage or vehicle-related deductionsHow to build a proactive tax strategy that blends traditional planning principles with new legislative opportunitiesSpeakers: \n\n\n\nRyan Corcoran\, RSM US LLPMatthew Talcoff\, RSM US LLPAmber Salotto\, RSM US LLPDebbie Gordon\, RSM US LLP \n\n\n\nRegister nowCPE creditsCPE credit availableRSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify\, you must log in to the webcast and provide your first name\, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies\, such as refunds\, cancellations and complaints\, please contact us. \n\n\n\nRSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\n\n\nAdvance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: TaxesCPE: 1.0 credit per webcast
URL:https://www.freelivecpe.com/event/tax-in-motion-2025-planning-and-2026-outlook/2025-10-23/1/
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:20251023T120000
DTEND;TZID=America/New_York:20251023T130000
DTSTAMP:20260607T164746
CREATED:20250927T010501Z
LAST-MODIFIED:20250927T010507Z
UID:10009893-1761220800-1761224400@www.freelivecpe.com
SUMMARY:KPMG Private Markets Pulse: Perspectives on the investment landscape
DESCRIPTION:Webcast overview\n\n\n\nDon’t miss this webcast to hear timely perspectives on the private company investment landscape. Featuring an external speaker from Union Square Ventures alongside KPMG Private Audit and Tax leaders\, we will share recent survey findings\, insights on growth and AI\, and perspectives on the deal and IPO market. \n\n\n\nWhat you will learn \n\n\n\nIn this webcast\, panelists will discuss: \n\n\n\n\nThe latest findings from a recent investor pulse survey gauging investor sentiment on topics such as\, top catalysts for growth like artificial intelligence\, the deal market\, interest rates\, and more.\n\n\n\nViews on factors influencing both investors and private company investment priorities.\n\n\n\nPerspectives on the IPO market and growth in the near-term and beyond.\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. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code HNNRWXB2TZW.
URL:https://www.freelivecpe.com/event/kpmg-private-markets-pulse-perspectives-on-the-investment-landscape/
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/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T120000
DTEND;TZID=America/New_York:20251023T130000
DTSTAMP:20260607T164746
CREATED:20251011T194618Z
LAST-MODIFIED:20251011T194626Z
UID:10010027-1761220800-1761224400@www.freelivecpe.com
SUMMARY:FINANCE
INNOVATION WEEK 2025
DESCRIPTION:Driving the Next Wave of Finance Transformation\n\n\n\nExplore the evolving landscape of financial operations with insights from industry leaders and top BlackLine partners. In these expert-led sessions\, you’ll gain a fresh perspective on the tools\, strategies\, and innovations driving smarter\, more agile processes\, from intelligent automation to AI. Whether you’re laying the groundwork or advancing your optimization efforts\, these sessions deliver actionable guidance to help you scale with confidence and lead lasting change.
URL:https://www.freelivecpe.com/event/finance-innovation-week-2025/2025-10-23/2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/10/Blackline.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T130000
DTEND;TZID=America/New_York:20251023T140000
DTSTAMP:20260607T164746
CREATED:20250927T131952Z
LAST-MODIFIED:20250927T131958Z
UID:10009900-1761224400-1761228000@www.freelivecpe.com
SUMMARY:Cybersecurity in the financial services industry: Debunking quick fixes and investing in what really works
DESCRIPTION:According to recent studies\, financial services organizations face a disproportionate number of cyberattacks compared to other sectors. Why? The answer is clear: They hold highly sensitive data and manage significant financial transactions\, making them attractive targets for malicious actors seeking financial gain or access to valuable information. In a threatening environment that evolves at an unprecedented pace\, many organizations face mounting pressure to continually adapt their cybersecurity strategies. While the allure of the “next big thing” in cybersecurity protection may be tempting\, true resilience lies in the steady\, strategic development of mature cybersecurity controls. \n\n\n\nThis webinar will unravel the myths of the “quick fix” and explore proven strategies for building and sustaining a mature cybersecurity program tailored to the unique needs of your financial services organization. Our cybersecurity specialists will share insights into prevalent threat trends\, the dangers of program churn and the essential controls that form the backbone of effective risk management. Participants will learn how to optimize and scale their existing cybersecurity investments\, rather than disrupt them\, for greater resilience and adaptability. \n\n\n\nJoin us for this CPE-eligible webinar on Thursday\, Oct. 23 from 1-2 p.m. ET. Questions will be encouraged and answered\, time permitting. \n\n\n\nLearning objectives\n\n\n\n\nDiscuss the current cybersecurity threat trends and how they are impacting financial services organizations\n\n\n\nIdentify the crucial foundational components of an effective cybersecurity program\n\n\n\nRecognize the risks and hidden costs of frequently switching cybersecurity programs versus the benefits of building on a core\, mature framework\n\n\n\nUnderstand how stability in your cybersecurity approach fosters deeper business alignment and stronger protections\n\n\n\n\nTarget audience\n\n\n\nCROs\, CTOs\, CIOs\, CISOs\, CFOs\, controllers\, IT directors\, claims and underwriting professionals\, internal audit professionals and those involved in managing a cybersecurity program at a financial services organization   \n\n\n\n\n\n\n\nInformation about CPE eligibility   \n\n\n\nThere are no prerequisites for this webinar\, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   \n\n\n\nLevel: Overview   \n\n\n\nCPE credit: One (1) hour total credit  \n\n\n\nField of study: Specialized Knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com.  \n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy 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: nasbaregistry.org. 
URL:https://www.freelivecpe.com/event/cybersecurity-in-the-financial-services-industry-debunking-quick-fixes-and-investing-in-what-really-works/
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/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T130000
DTEND;TZID=America/New_York:20251023T140000
DTSTAMP:20260607T164746
CREATED:20251004T134931Z
LAST-MODIFIED:20251004T134939Z
UID:10009946-1761224400-1761228000@www.freelivecpe.com
SUMMARY:The Possibly Impossible System Objectives
DESCRIPTION:Event details\n\n\n\nWhat if your systems team could align every ticket\, workflow\, and project with the strategic priorities your board cares about most? \n\n\n\nIn this CPE-eligible session\, we’ll introduce a new framework: the possibly impossible system objectives (PIPSOs)\, which include eight ambitious targets such as perpetual close\, unit economics\, and zero maintenance needs. Based on analysis of more than 100\,000 completed work items\, these objectives reveal the real why behind the most valuable systems initiatives. \n\n\n\nWhile no company might ever fully achieve them\, every step toward a PIPSO creates measurable\, strategic\, economic value – from faster internal audits to sharper board reporting to more confident investment decisions. \n\n\n\nYou’ll learn how to: \n\n\n\n\nReframe your systems backlog as a strategic asset\n\n\n\nAlign operations with executive-level goals\n\n\n\nSpeak the language of value\, not just velocity\n\n\n\n\nJoin us to learn how the possibly impossible can help your team drive real transformation one aligned initiative at a time. \n\n\n\nLearning objectives\n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDefine the concept of PIPSOs and explain their role in aligning systems work with strategic business outcomes\n\n\n\nIdentify and describe the eight core PIPSOs\, including the operational focus and potential economic value of each\n\n\n\nAnalyze how systems teams can use PIPSOs to reframe tactical tasks as contributions to executive-level goals\, such as audit readiness\, real-time reporting\, and unit economics\n\n\n\nEvaluate common barriers to achieving systems objectives and propose incremental strategies to support measurable progress toward aspirational outcomes\n\n\n\nDemonstrate how to communicate the strategic value of systems initiatives using the PIPSO framework to gain stakeholder buy-in and prioritize work\n\n\n\n\nContinuing profession 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 recommended 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/the-possibly-impossible-system-objectives/
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:20251023T130000
DTEND;TZID=America/New_York:20251023T140000
DTSTAMP:20260607T164746
CREATED:20251019T192012Z
LAST-MODIFIED:20251019T192021Z
UID:10010068-1761224400-1761228000@www.freelivecpe.com
SUMMARY:Tax in Motion: 2025 planning and 2026 outlook
DESCRIPTION:Event overview\n\n\n\nJoin RSM for an exclusive two-day event featuring five timely webinars that unpack key tax policy changes and pressing business challenges in an economic environment full of uncertainty and cost pressures. We’ll help you plan confidently for 2026 and beyond. \n\n\n\nRegister for each of the five sessions: \n\n\n\nTuesday\, Oct. 21\, 2025Session 1: Legal entity restructuring and rationalizationLegal entity restructuring and rationalization: Navigating tax implications in M&A both foreign and domesticTuesday\, October 21\, 2025 at 11 a.m. ET \n\n\n\nLegal entity rationalization is a critical step in preparing for mergers and acquisitions—especially for businesses with global operations. In this session\, RSM’s M&A tax leaders will explore how to streamline legal structures\, manage cross-border tax risks and stay compliant across jurisdictions. You’ll gain practical insights to help optimize your tax position and support successful deal execution. \n\n\n\nWhat you’ll learn: \n\n\n\nKey benefits of legal entity rationalization in M&A\, including its impact on global and local operationsCommon tax risks across jurisdictions—from administrative costs to cross-border consequencesBest practices for planning and executing rationalization strategies that drive tax efficiency and complianceHow evolving global regulations are shaping entity rationalization—and what it means for your industrySpeakers: \n\n\n\nAmy Kasden\, RSM US LLPCrystal Golob Lindholm\, RSM US LLPRyan Broomfield\, RSM UKBhavin Oza\, RSM Canada \n\n\n\nRegister nowSession 2: International tax planningInternational tax planning: Navigating new legislation\, transfer pricing and Pillar TwoTuesday\, October 21\, 2021 at 1 p.m. ET \n\n\n\nGlobal tax reform continues to reshape the international landscape. In this session\, RSM’s international tax leaders will break down the latest regulatory developments—including effects of the One Big Beautiful Bill Act (OBBBA)\, updates to transfer pricing and Organisation for Economic Co-operation and Development Pillar Two compliance. You’ll also gain insights into how reforms are affecting pass-throughs and the corporate alternative minimum tax (CAMT)\, and what these changes mean for public companies navigating complex global operations. \n\n\n\nWhat you’ll learn: \n\n\n\nKey 2025 year-end planning strategies in light of new international tax regulations and legislationHow OBBBA affects pass-throughs and CAMT complianceThe latest updates in transfer pricing and Pillar Two implementationThe role of emerging digital systems and technologies in shaping financial reportingBroader implications for public companies operating across global jurisdictionsSpeakers: \n\n\n\nAyana Martinez\, RSM US LLPAdam Chesman\, RSM US LLPGreg Pudenz\, RSM US LLPChris Dupuis\, RSM US LLP \n\n\n\nRegister nowSession 3: State tax planningState and local tax 2025 strategic review and 2026 outlookTuesday\, October 21\, 2025 at 3 p.m. ET \n\n\n\nThe state tax community faced new milestones in 2025 as multiple events merged to create a transitional and evolving landscape. First\, state 2025 legislative session activity surged to activity not seen since before the pandemic as tax bills were passed covering every aspect of subnational taxation. \n\n\n\nNext\, OBBBA—the most significant federal tax reform since 2017—is causing states to consider federal conformity while tackling new budget line items. Finally\, slowing state tax collections\, uncertain tariff impacts and a deteriorating labor market are adding unease to the fiscal year 2027 state budget landscape. This session will review the 2025 state tax highlights to help prepare taxpayers for the year ahead. \n\n\n\nWhat you’ll learn: \n\n\n\nHow OBBBA is influencing state tax conformity\, and what rolling vs. fixed-date approaches mean for taxpayersEconomic and legislative trends that will drive 2026 state tax agendasKey risks and opportunities in 2025 state tax legislation for middle market businessesCritical planning areas\, including nexus reviews\, gross receipts tax exposure\, digital asset taxation and audit risk mitigation under evolving enforcement practicesSpeakers: \n\n\n\nDavid Brunori\, RSM US LLPAmy Letourneau\, RSM US LLPMo Bell-Jacobs\, RSM US LLPBob Gershon\, RSM US LLP \n\n\n\nRegister nowThursday\, Oct. 23\, 2025Session 4: Tax planning for individuals and business ownersNavigating OBBBA and key tax levers for individuals and business ownersThursday\, October 23\, 2023 at 11 a.m. ET \n\n\n\nThis session offers timely planning strategies for individuals and business owners navigating complex tax provisions under OBBBA. While year-end is a natural checkpoint\, these insights will support proactive planning for tax year 2025 and beyond. Topics include charitable giving\, section 1202 qualified small business stock\, opportunity zones and the “Big Three” business tax relief provisions—all designed to help you maximize benefits\, minimize risk and align tax outcomes with your business objectives going forward. \n\n\n\nWhat you’ll learn: \n\n\n\nTax planning strategies that go beyond year-end and support year-round decision makingHow to prepare for new charitable contribution limits in 2026 while maximizing 2025 benefitsThe role of section 1202 qualified small business stock in long-term planningPlanning for 2026 gain recognition from prior opportunity zone investmentsHow to use attribute planning and the “Big Three” tax levers to optimize outcomesSpeakers: \n\n\n\nJennifer Feist\, RSM US LLPAndy Swanson\, RSM US LLPAmber Waldman\, RSM US LLP \n\n\n\nRegister nowSession 5: Federal tax planning 2025Federal tax planning: 2025 review and 2026 outlookThursday\, October 23\, 2023 at 1 p.m. ET \n\n\n\nThe federal tax landscape has shifted dramatically in 2025\, creating new opportunities—and complexities—for businesses. In this session\, RSM tax professionals will walk through the most significant updates from our 2025 Federal business tax planning guide\, including key OBBBA provisions. From expanded deductions to strategic timing of income and expenses\, you’ll gain actionable insights to optimize your tax position and stay compliant. \n\n\n\nWhat you’ll learn: \n\n\n\nHow to apply key planning strategies from the 2025 Federal business tax planning guide\, including entity structuring\, depreciation and timing techniquesThe impact of OBBBA provisions such as tax relief on tips\, overtime and car loan interest; expanded deductions for seniors; and full expensing of domestic research under section 174AChanges to itemized and standard deductions affecting high-income earners; seniors; and those with significant state and local tax\, mortgage or vehicle-related deductionsHow to build a proactive tax strategy that blends traditional planning principles with new legislative opportunitiesSpeakers: \n\n\n\nRyan Corcoran\, RSM US LLPMatthew Talcoff\, RSM US LLPAmber Salotto\, RSM US LLPDebbie Gordon\, RSM US LLP \n\n\n\nRegister nowCPE creditsCPE credit availableRSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify\, you must log in to the webcast and provide your first name\, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies\, such as refunds\, cancellations and complaints\, please contact us. \n\n\n\nRSM US LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\n\n\nAdvance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: TaxesCPE: 1.0 credit per webcast
URL:https://www.freelivecpe.com/event/tax-in-motion-2025-planning-and-2026-outlook/2025-10-23/2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/04/download-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T130000
DTEND;TZID=America/New_York:20251023T140000
DTSTAMP:20260607T164747
CREATED:20251019T223710Z
LAST-MODIFIED:20251019T223715Z
UID:10010080-1761224400-1761228000@www.freelivecpe.com
SUMMARY:Navigating State and Local Tax Challenges in the Manufacturing Industry
DESCRIPTION:This session will explore key legislative updates\, economic nexus considerations and industry-specific tax strategies for income tax and sales/use tax – helping you stay ahead of regulatory changes and optimize your tax position. \n\n\n\nWhether you’re a tax professional\, CFO or operations leader\, this webinar will equip you with actionable insights to manage risk\, identify savings opportunities and align your tax strategy with business goals. \n\n\n\nAttend this webinar to:\n\n\n\n\nAnalyze recent state and local tax law changes and their implications for manufacturers\, distributors and related businesses.\n\n\n\nIdentify strategic tax planning opportunities\, including pass-through entity elections\, sourcing of revenue and residency considerations.\n\n\n\nApply SALT strategies to mitigate tax exposure.
URL:https://www.freelivecpe.com/event/navigating-state-and-local-tax-challenges-in-the-manufacturing-industry/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2022/12/download-3.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T130000
DTEND;TZID=America/New_York:20251023T143000
DTSTAMP:20260607T164747
CREATED:20251004T135116Z
LAST-MODIFIED:20251004T135122Z
UID:10009947-1761224400-1761229800@www.freelivecpe.com
SUMMARY:Improving Public Sector Internal Audits With Transparency
DESCRIPTION:Event details\n\n\n\nIn today’s fast-paced environment\, organizations face an overload of internal audit findings from multiple sources\, which can create significant administrative challenges when tracking and managing corrective action plans. Transparency in managing these findings is crucial for maintaining trust and accountability. However\, management tools can unintentionally add to this complexity. \n\n\n\nDuring this webinar\, specialists will cover leading practices for efficiently tracking audit findings while supporting transparency\, meeting Global Internal Audit Standards\, and managing limited budgets. We’ll also share a case study on how a city used software to enhance transparency in their internal audit reporting. \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nRecognize the importance of transparency in reporting for public sector auditing and how it aligns with internal auditing standards\n\n\n\nPresent leading practices for creating actionable recommendations from internal audit findings\n\n\n\nDiscover effective methods for communicating findings and confirming that management follows through on recommendations\n\n\n\nExplore the use of dashboards for transparent internal and public reporting on internal audit findings and recommendation statuses\n\n\n\nExamine how transparent public reporting of recommendation statuses aids in monitoring and benchmarking\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/improving-public-sector-internal-audits-with-transparency/
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:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260607T164747
CREATED:20250921T215953Z
LAST-MODIFIED:20250921T215958Z
UID:10009880-1761228000-1761231600@www.freelivecpe.com
SUMMARY:The Human Side of AI: Where Talent & Tech Come Together
DESCRIPTION:About this Event:\n\n\n\nArtificial intelligence has gone from trending in headlines to transforming workflows. With AI tools rapidly advancing in every area of finance\, sustainability\, audit\, and risk\, it’s easy to think machines will soon dominate our professional lives—but it’s quite the opposite. Thriving in the AI era requires unlocking the power of both technology and human potential. \n\n\n\nOrganizations must shift their mindset. It’s time to go from mere efficiency gains to true and lasting augmentation of your teams. In this webinar\, we will discuss how the right AI strategies will enhance—not replace—the talents that people bring to the table. We’ll discuss the myths vs. realities of AI in the office of the CFO and beyond\, and share how forward-thinking teams are integrating AI naturally and responsibly into workflows for lasting change. \n\n\n\nJoin us to discover ways you can blend AI with human creativity\, empathy\, and complex problem-solving to support unprecedented growth and engagement. \n\n\n\nAfter this webinar\, you will be able to: \n\n\n\n\nApply the irreplaceable aspects of human creativity\, empathy\, and emotional intelligence to drive meaningful work and innovation\n\n\n\nIdentify use cases and workflows where AI can automate\, accelerate\, and augment—so human talents can be best directed toward impactful work like strategy\, analysis\, and decision-making\n\n\n\nDevelop a plan to unleash workforce potential while fostering a culture where passion\, purpose\, and personal investment are differentiators and career growth catalysts\n\n\n\n\nWorkiva offers one complimentary CPE credit for this webinar.
URL:https://www.freelivecpe.com/event/the-human-side-of-ai-where-talent-tech-come-together/
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:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260607T164747
CREATED:20250927T005343Z
LAST-MODIFIED:20250927T005349Z
UID:10009890-1761228000-1761231600@www.freelivecpe.com
SUMMARY:Finance Trends 2026: Navigating the expanded scope of finance
DESCRIPTION:Key takeaways \n\n\n\nToday’s finance leaders are moving beyond traditional roles\, leveraging technology and talent to shape strategy\, manage uncertainty\, and optimize costs. In our inaugural Finance Trends report\, we surveyed more than 1\,300 global finance executives to identify the trends transforming the finance function and their implications for the future. We’ll discuss: \n\n\n\n\nFive key trends that are reshaping how finance organizations operate and deliver value\n\n\n\nThe expanding role of finance leaders to go beyond simply managing costs and financial reporting\n\n\n\nExecutive perspectives and analysis on strategic decision-making
URL:https://www.freelivecpe.com/event/finance-trends-2026-navigating-the-expanded-scope-of-finance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260607T164747
CREATED:20251011T140249Z
LAST-MODIFIED:20251011T140844Z
UID:10010000-1761228000-1761231600@www.freelivecpe.com
SUMMARY:Recovering from a cyber incident - What you need to know\, now
DESCRIPTION:The Details\n\n\n\nJoin CohnReznick’s cybersecurity incident response and restructuring and dispute resolution teams as they share real-world insights on how to recover from cyberattacks with speed\, strategy\, and confidence. This session will explore how organizations can minimize damage\, preserve evidence\, strengthen their defenses\, and quantify their financial losses after an incident. \n\n\n\nDesigned for legal counsel\, CFOs\, CISOs\, CIOs\, board members\, and risk leaders\, topics to be discussed include: \n\n\n\n\nThe anatomy of a cyber incident and what happens in the first 72 hours.\n\n\n\nKey steps for containment\, recovery\, and communication.\n\n\n\nHow to quantify financial impact and prepare for litigation or insurance claims.\n\n\n\nLessons learned from real-world forensic investigations.\n\n\n\nBuilding resilience through proactive planning and testing.\n\n\n\n\nLive webinar participants are anticipated to qualify for 1 CPE credit in the Specialized Knowledge field of study.
URL:https://www.freelivecpe.com/event/ai-is-reshaping-accounting-what-govcons-must-know-2/
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:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260607T164747
CREATED:20251011T145835Z
LAST-MODIFIED:20251011T145842Z
UID:10010008-1761228000-1761231600@www.freelivecpe.com
SUMMARY:Automating Accounts Payable: PHA-Web & Bill Integration
DESCRIPTION:Streamline your accounts payable processes\, reduce manual work\, and improve financial accuracy and control with PHA-Web and Bill functionality now under one roof. Join CBIZ for a webinar covering the integrated PHA-Web and Bill platform\, how it can support your finance team\, and claim CPE credits for participating.   \n\n\n\nThe integration of PHA-Web and Bill opens the door to automation possibilities that can help prevent fraud\, minimize costs\, and support your sustainability and relationship goals. Our speakers will share why integrating PHA-Web and Bill is such a meaningful change for public housing organizations\, and how to make the most of it. \n\n\n\nAttend our webinar and walk away with a better understanding of: \n\n\n\n\nHow automation can support your finance team;\n\n\n\nThe key features and benefits of the PHA-Web and Billing integrated platform; and\n\n\n\nVendor payment\, reporting\, and automation workflows.\n\n\n\n\nCome prepared\, as our presenters will open the floor to attendee questions following their prepared remarks. \n\n\n\nSpeakers\n\n\n\nMichael Guyder\, Managing DirectorVivian Poroj\, Senior Financial Solutions ConsultantJoshua Widener\, Manager\, Intelligent Automation
URL:https://www.freelivecpe.com/event/automating-accounts-payable-pha-web-bill-integration/
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:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260607T164747
CREATED:20251011T145942Z
LAST-MODIFIED:20251011T145948Z
UID:10010009-1761228000-1761231600@www.freelivecpe.com
SUMMARY:Alternative Investment Group Webinar Emerging Manager Series: Launching a New Fund in 2025
DESCRIPTION:Launching a new fund is both an exciting and complex journey. Join our panel of seasoned experts as they share practical insights\, legal considerations\, and operational and technology strategies for fund managers preparing to launch in 2025. \n\n\n\nSpeakers\n\n\n\nModerator: \n\n\n\n\nSalman Ali\, CBIZ\, Alternative Investment Group Regional Leader\, West\n\n\n\n\nPanelists: \n\n\n\n\nKevin Cott\, Founder\, Cott Law Group\n\n\n\nDerek Shanahan\, Strategic Partnerships Director\, Juniper Square\n\n\n\nGreg Brushett\, Partner\, New Age Alpha\n\n\n\nRobert Klein\, Director of Customer Success\, Oro Advisors\n\n\n\n\nCourse Objectives\n\n\n\nAfter completing this course\, you will be able to: \n\n\n\n\nIdentify key considerations and trends impacting new funds in 2025\n\n\n\nRecognize legal\, operational and compliance factors relevant to emerging managers\n\n\n\nDiscuss strategies for investor relations and effective fundraising\n\n\n\nOutline next steps funding managers should consider when preparing for launch
URL:https://www.freelivecpe.com/event/alternative-investment-group-webinar-emerging-manager-series-launching-a-new-fund-in-2025/
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:20251023T140000
DTEND;TZID=America/New_York:20251023T150000
DTSTAMP:20260607T164747
CREATED:20251011T194618Z
LAST-MODIFIED:20251011T194626Z
UID:10010028-1761228000-1761231600@www.freelivecpe.com
SUMMARY:FINANCE
INNOVATION WEEK 2025
DESCRIPTION:Driving the Next Wave of Finance Transformation\n\n\n\nExplore the evolving landscape of financial operations with insights from industry leaders and top BlackLine partners. In these expert-led sessions\, you’ll gain a fresh perspective on the tools\, strategies\, and innovations driving smarter\, more agile processes\, from intelligent automation to AI. Whether you’re laying the groundwork or advancing your optimization efforts\, these sessions deliver actionable guidance to help you scale with confidence and lead lasting change.
URL:https://www.freelivecpe.com/event/finance-innovation-week-2025/2025-10-23/3/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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