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DTSTART;TZID=America/New_York:20251106T110000
DTEND;TZID=America/New_York:20251106T123000
DTSTAMP:20260607T173914
CREATED:20251017T202437Z
LAST-MODIFIED:20251017T202450Z
UID:10010037-1762426800-1762432200@www.freelivecpe.com
SUMMARY:The Evolving Landscape of SOX: Real World Perspectives
DESCRIPTION:Webcast overview\n\n\n\nThe next installment of our Future of SOX webcast series will be a panel discussion featuring luminaries across business functions and industries. Moderated by the KPMG US SOX Offering Leader\, Sue King\, our conversation will explore the latest hot topics and trends in ICFR. Our guest speakers include SOX and Internal Audit leaders from Alphabet\, Qualcomm\, and Consensus Cloud Solutions\, bringing diverse backgrounds and viewpoints. \n\n\n\n\nStasi Brown\, Director\, Internal Controls and SOX Compliance\, Alphabet Inc.\n\n\n\nAnna Davis\, Vice President\, Chief Audit Executive\, Qualcomm\n\n\n\nMark Solonick\, Vice President\, Head of Corporate Audit Services\, Consensus Cloud Solutions\n\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 1.5 hours. \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 J6N3JW7D7VN.
URL:https://www.freelivecpe.com/event/the-evolving-landscape-of-sox-real-world-perspectives/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T120000
DTEND;TZID=America/New_York:20251106T130000
DTSTAMP:20260607T173914
CREATED:20251010T222512Z
LAST-MODIFIED:20251010T222519Z
UID:10009978-1762430400-1762434000@www.freelivecpe.com
SUMMARY:EPS Deeper dive – Part 2
DESCRIPTION:Webcast overview\n\n\n\nJoin KPMG professionals for a deeper dive into calculating earnings per share (EPS)\, focusing on the effects of contingently issuable shares and noncontrolling interests (NCI). \n\n\n\nThis webcast builds upon the concepts explained in our previous webcast\, EPS Deeper dive – Part 1. \n\n\n\nApplicability\n\n\n\n\nAll entities that present EPS\n\n\n\n\nEvent contents\n\n\n\nNCI (noncontrolling interests) in the form of common and preferred shares  \n\n\n\nEffects of contingently issuable shares and contingently issuable potential common shares \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 PNN72T8VPFZ.
URL:https://www.freelivecpe.com/event/eps-deeper-dive-part-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T120000
DTEND;TZID=America/New_York:20251106T130000
DTSTAMP:20260607T173914
CREATED:20251019T175807Z
LAST-MODIFIED:20251019T175812Z
UID:10010045-1762430400-1762434000@www.freelivecpe.com
SUMMARY:MRM Checklist: What To Do Before and After System Go-Live
DESCRIPTION:Event details\n\n\n\nImplementing or updating a financial crime system involves more than flipping a switch. Organizations must meet regulatory expectations\, validate functionality\, and establish effective governance that supports performance over time. Join Crowe specialists for an insightful walk-through of our model risk management (MRM) checklist\, which is a practical guide for what needs to happen before and after your system goes live. \n\n\n\nWe will outline the differences between pre- and post-go-live validation and highlight best practices for documentation\, governance\, and performance monitoring aligned with regulatory standards. \n\n\n\nWhether you are gearing up for deployment or want to enhance your current MRM framework\, this webinar provides clear\, actionable steps to help strengthen your financial crime systems and avoid common compliance pitfalls. \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDifferentiate between pre- and post-implementation model validation activities and understand their relevance to regulatory expectations\n\n\n\nApply a structured MRM checklist to assess readiness\, governance\, and validation across the model life cycle\n\n\n\nIdentify key components of effective model governance\, documentation\, testing\, and performance monitoring\n\n\n\nRecognize common challenges and best practices to support compliance and performance during model implementation and use\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Overview \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 1.0 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/mrm-checklist-what-to-do-before-and-after-system-go-live/
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:20251106T130000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260607T173914
CREATED:20251011T125348Z
LAST-MODIFIED:20251011T125902Z
UID:10009983-1762434000-1762437600@www.freelivecpe.com
SUMMARY:Managing the Demands of Yearend Accounting Considerations
DESCRIPTION:Join us for an engaging webcast where we explore the essential aspects of yearend accounting to help organizations effectively manage this demanding period. This comprehensive session will address high-level technical considerations\, outsourcing strategies\, and resource management services\, providing organizations with the tools and insights needed to navigate yearend accounting challenges. Don’t miss this opportunity to build your understanding of yearend processes and gain valuable knowledge from BDO professionals. Register now to secure your spot and learn how to optimize your accounting practices for efficiency and success. \n\n\n\n1.0 CPE Credit in the field of Accounting \n\n\n\nLearning Objectives \n\n\n\n\nDefine high-level technical aspects and challenges that arise during the yearend period.\n\n\n\nDemonstrate effective methods for implementing outsourcing and strategic projects to enhance efficiency and manage workload.\n\n\n\nIdentify the use of project-based employees and temporary staff to address staffing shortages in the F&A department.\n\n\n\nRecognize how bringing in professionals can lead to more efficient operations.\n\n\n\nDefine approaches to handle the increased volume of yearend tasks\, helping to ensure your team is well-prepared to meet demands.\n\n\n\n\nCPE Information\n\n\n\nDelivery: This webcast will be delivered via the BDO Online CPE Network \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/managing-the-demands-of-yearend-accounting-considerations/
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:20251106T130000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260607T173914
CREATED:20251011T133309Z
LAST-MODIFIED:20251011T133317Z
UID:10009993-1762434000-1762437600@www.freelivecpe.com
SUMMARY:Adaptable Strategic Planning for Mission-Driven Boards
DESCRIPTION:A dynamic strategic plan is an essential tool for not-for-profit organizations. The best plans remain actionable\, enhance communication\, and can be used to navigate emergent opportunities.  \n\n\n\nJoin us for our webcast\, Adaptable Strategic Planning for Mission-Driven Boards. We’ll share practical strategies for effective strategic plan development\, review\, and revisions. Whether you’re revamping an existing plan or starting from scratch\, this webcast will empower your leadership team to create an adaptable plan that won’t sit on a shelf.
URL:https://www.freelivecpe.com/event/adaptable-strategic-planning-for-mission-driven-boards/
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:20251106T130000
DTEND;TZID=America/New_York:20251106T140000
DTSTAMP:20260607T173914
CREATED:20251011T155920Z
LAST-MODIFIED:20251011T155927Z
UID:10010016-1762434000-1762437600@www.freelivecpe.com
SUMMARY:SECURE a Successful 2026 Benefit Plan Audit
DESCRIPTION:The 2025 plan year is largely in the rear-view mirror\, and now is the time to position your employee benefit plan audit for a successful 2026. Taking proactive steps today can help avoid common pitfalls\, reduce audit stress and ensure compliance. \n\n\n\nIn this one-hour webinar\, Sikich’s employee benefit plan experts will share timely insights and practical reminders\, including: \n\n\n\n\nSECURE 2.0 updates: What’s changing in 2026 and how plan sponsors should prepare\n\n\n\nCommon pitfalls: Lessons learned from the 2025 audit season\n\n\n\nCensus data accuracy: How to prepare for compliance testing\n\n\n\n\nWhether you oversee plan compliance\, work directly with auditors or simply want to set your organization up for success\, this session will give you the tools and foresight to plan ahead. Failing to plan is a plan to fail. \n\n\n\nThis webinar is eligible for 1.0 CPE and 1.0 HRCI.
URL:https://www.freelivecpe.com/event/secure-a-successful-2026-benefit-plan-audit/
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:20251106T130000
DTEND;TZID=America/New_York:20251106T143000
DTSTAMP:20260607T173914
CREATED:20251019T184348Z
LAST-MODIFIED:20251019T184354Z
UID:10010060-1762434000-1762439400@www.freelivecpe.com
SUMMARY:CAMT: new guidance and the fate of the existing proposed regulations
DESCRIPTION:Over the past few months\, the Treasury Department has issued several notices regarding the application of the corporate alternative minimum tax (CAMT). The notices announce the Treasury Department’s intent to withdraw the existing proposed CAMT regulations (REG-112129-23) and issue new proposed CAMT regulations at a later date. The notices also: (1) provide new interim guidance on several issues that taxpayers can rely on until the new proposed CAMT regulations are issued\, (2) delay the proposed applicability dates of forthcoming final CAMT regulations\, and (3) provide more flexible options for relying on aspects of the existing proposed CAMT regulations prior to their withdrawal. \n\n\n\nJoin our team of Ernst & Young LLP subject matter professionals for a discussion of the technical aspects and potential implications of the interim guidance provided in Notice 2025-27\, Notice 2025-28\, Notice 2025-46\, and Notice 2025-49\, including: \n\n\n\n\nA new safe harbor for determining whether a corporation is an “applicable corporation”\n\n\n\nAdjusted financial statement income (AFSI) adjustments that result from ownership of a partnership interest and transactions involving partnerships\n\n\n\nAFSI adjustments that result from ownership of stock of a domestic corporation and transactions involving domestic corporations\n\n\n\nAFSI adjustments for troubled companies\n\n\n\nThe determination of AFSI for a tax consolidated group\n\n\n\nThe utilization of financial statement net operating losses\n\n\n\nNew AFSI adjustments\, including AFSI adjustments for certain unrealized gains and losses\, industry specific AFSI adjustments\, and AFSI adjustments for acquired goodwill\n\n\n\nOptions for relying on the existing proposed CAMT regulations and the interim guidance in the notices\n\n\n\n\nPanelists\n\n\n\n\nTim Kerr\, Partner\, National Tax – International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nEnrica Ma\, Principal\, National Tax – International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nChris Mayer-Dempsey\, Principal\, National Tax – Passthrough Transactions Group\, Ernst & Young LLP\n\n\n\nMarie Milnes-Vasquez\, Managing Director\, National Tax – International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nBrian Peabody\, Principal\, National Tax – International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nJeshua Wright\, Partner\, National Tax – International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nTim Powell\, Partner\, National Tax – Accounting Periods\, Methods & Credits\, 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/camt-new-guidance-and-the-fate-of-the-existing-proposed-regulations/
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:20251106T140000
DTEND;TZID=America/New_York:20251106T150000
DTSTAMP:20260607T173914
CREATED:20250809T195737Z
LAST-MODIFIED:20250810T133031Z
UID:10009631-1762437600-1762441200@www.freelivecpe.com
SUMMARY:Business of Healthcare Webinar Series
DESCRIPTION:Event Overview\n\n\n\nHealth systems nationwide continue to face many challenges due to ongoing financial challenges\, regulatory activity\, resource constraints\, new competitors\, the rising cost due to inflation and other areas impacting various areas of the organization. \n\n\n\nThere are many challenges and opportunities that health systems face\, while remaining focused on providing the best care for their patients and balancing regulatory and compliance changes. Our experienced professionals and industry experts will discuss the significant business\, regulatory and compliance risks you may face and how to best manage these as part of your strategic and business risk considerations. \n\n\n\nJoin us for a four-part webinar series that will provide you with current information on the business of healthcare and related industry risks and challenges. \n\n\n\nSee the sessions below and register for one or all sessions\, where you will be connected in an informational and educational conversation with seasoned healthcare experts and colleagues from around the country. \n\n\n\nCost to Attend\n\n\n\nFREE \n\n\n\nContact\n\n\n\nJessica Gropel \n\n\n\nCPE\n\n\n\nPlease see individual event details for CPE information. \n\n\n\nUpcoming Webinars\n\n\n\nDateTopicSeptember 4\, 2025Business of Healthcare: Opportunities and Challenges Facing Health Systems – An Executive Panel DiscussionOctober 8\, 2025Business of Healthcare: Centralizing the Credentialing\, Enrollment\, Licensure & Compliance Functions – Stories from the TrenchesNovember 6\, 2025Business of Healthcare: Artificial Intelligence (AI) in ActionDecember 3\, 2025Business of Healthcare: Putting the Office of Inspector General (OIG) Risk Assessment Guidance into Practice\n\n\n\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/business-of-healthcare-webinar-series/2025-11-06/
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:20251106T140000
DTEND;TZID=America/New_York:20251106T150000
DTSTAMP:20260607T173914
CREATED:20251011T124557Z
LAST-MODIFIED:20251011T124605Z
UID:10009980-1762437600-1762441200@www.freelivecpe.com
SUMMARY:Process & Profitability Strategies to Consider
DESCRIPTION:The transportation and logistics industry continues to experience a multitude of challenges. Rising operational costs\, along with reduced freight volumes and spot rates\, have impacted profit margins. Until freight demand rebounds or costs normalize\, transportation and logistics companies should proactively focus on risk management and efficiency improvements. \n\n\n\nJoin us for a dynamic panel discussion on the importance of data to improve overall network effectiveness and practical strategies for process improvement\, profitability enhancement\, and liquidity management. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nOutline strategies to help improve profitability and liquidity.\n\n\n\nIdentify key metrics to help gauge progress in enhancing operations and achieving operating goals.\n\n\n\nDiscuss industry-leading technology to help improve business processes and outcomes.\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. \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/process-profitability-strategies-to-consider/
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:20251106T140000
DTEND;TZID=America/New_York:20251106T150000
DTSTAMP:20260607T173914
CREATED:20251011T134818Z
LAST-MODIFIED:20251011T134824Z
UID:10009996-1762437600-1762441200@www.freelivecpe.com
SUMMARY:IPO outlook for tech companies in 2025
DESCRIPTION:Event overview\n\n\n\nTech IPOs amidst a government shutdown and other market forces \n\n\n\nAfter a year of unpredictability and volatility—including a government shutdown—the outlook on the initial public offering (IPO) market has shifted. If you’re considering taking your organization public\, now is the time to understand the evolving IPO landscape. \n\n\n\nJoin RSM’s Deputy Chief Economist and IPO Readiness leaders for a timely webinar that explores the key forces driving the current direction of the IPO market. More importantly\, understand what that means for your growth strategy. \n\n\n\nWebinar highlights: \n\n\n\n\nMarket intelligence for tech leaders: Gain insights into current economic conditions and how they’re shaping IPO opportunities for software\, SaaS\, artificial intelligence and other tech-driven businesses\n\n\n\nStrategic guidance for scaling: Explore key challenges and opportunities unique to tech companies—from valuation complexities to regulatory considerations—and learn how to optimize your IPO strategy\n\n\n\nActionable insights for tech executives: Dive into the critical phases of the IPO process\, including financial readiness\, governance and investor positioning\, with practical advice tailored to the tech sector\n\n\n\n\nThe path to going public is complex—especially for fast-growing\, innovation-driven companies navigating rapid change and investor expectations. Whether you’re a startup preparing for your first public offering or a mature tech firm evaluating market timing\, this session will equip you with the insights needed to make informed decisions in today’s dynamic environment.
URL:https://www.freelivecpe.com/event/ipo-outlook-for-tech-companies-in-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T140000
DTEND;TZID=America/New_York:20251106T150000
DTSTAMP:20260607T173914
CREATED:20251011T155519Z
LAST-MODIFIED:20251011T155524Z
UID:10010015-1762437600-1762441200@www.freelivecpe.com
SUMMARY:Plante Moran Insurance Services: 2025 Industry Year-End Webinar
DESCRIPTION:What’s ahead for financial institutions? Join our Financial Institution 2025 Industry Year-End Webinar for answers. This panel-style session brings together our trusted advisors to unpack the latest insights on regulatory compliance\, income tax developments\, IT strategy\, and financial reporting trends. \n\n\n\nModerated by Josh Engelkemier\, this session features insights from Brian Howe\, Colin Taggart\, Elliott Holmes\, and Brad Birkholz — they understand the challenges and opportunities facing today’s financial institutions and can offer practical\, strategic insights to help your institution navigate the evolving industry.  \n\n\n\nRegister today to secure your spot. \n\n\n\nLearning objectives:\n\n\n\nEvaluate evolving IT risks and innovations that are shaping financial institution strategies. \n\n\n\nIdentify key regulatory and compliance developments affecting financial institutions. \n\n\n\nRecognize emerging trends in financial reporting. \n\n\n\nDiscuss the impact of recent tax changes on banking operations and audit readiness. \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org
URL:https://www.freelivecpe.com/event/plante-moran-insurance-services-2025-industry-year-end-webinar/
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:20251106T140000
DTEND;TZID=America/New_York:20251106T150000
DTSTAMP:20260607T173914
CREATED:20251019T223102Z
LAST-MODIFIED:20251019T223108Z
UID:10010079-1762437600-1762441200@www.freelivecpe.com
SUMMARY:What Financial Planning and Analysis Will Look Like in 2026
DESCRIPTION:Finance leaders have long relied on professional training and experience to analyze past financial results and prepare their companies for the future. To support financial planning and analysis (FP&A)\, companies will use artificial intelligence (AI) not to replace but instead to amplify finance leaders’ expertise. In 2026\, agentic AI in particular will emerge as the centerpiece of this strategy but only if finance leaders know when and how to deploy it.  \n\n\n\nBy attending this webinar\, you’ll learn:  \n\n\n\n– Which aspects of FP&A lend themselves best to automation  \n\n\n\n– What agentic AI is\, and how it differs from other implementations of AI  \n\n\n\n– Why a purpose-built approach to AI supports effective FP&A  \n\n\n\nPanelist: Philip Peck\, Vice President\, Advisory Services and Finance Transformation Practice at Peloton Consulting Group  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1 Event Inquiries: For inquiries as well as complaints concerning this webinar\, email neil@controllerscouncil.org  \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes. Controllers Council 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 web site: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/what-financial-planning-and-analysis-will-look-like-in-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T140000
DTEND;TZID=America/New_York:20251106T150000
DTSTAMP:20260607T173914
CREATED:20251101T122050Z
LAST-MODIFIED:20251101T122056Z
UID:10010146-1762437600-1762441200@www.freelivecpe.com
SUMMARY:Year-End Tax Strategies for High-Net Worth Individuals
DESCRIPTION:This session will cover the latest legislative updates – including key provisions from the newly enacted One Big Beautiful Bill Act (OBBBA) and provide actionable planning techniques to help you stay compliant and maximize efficiency. \n\n\n\nStay tuned for our other Year-End Planning webinars tailored to International Tax and Transfer Pricing\, State and Local Tax\, and Federal Business Tax. \n\n\n\nAttend this webinar to:\n\n\n\n\nDefine actionable steps private clients can take before the year ends to optimize tax position\n\n\n\nAssess the latest tax regulations\, including OBBBA impact\, and how they impact private clients\n\n\n\nExplain various strategies to reduce taxable income and maximize deductions
URL:https://www.freelivecpe.com/event/year-end-tax-strategies-for-high-net-worth-individuals-2/
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:20251106T150000
DTEND;TZID=America/New_York:20251106T160000
DTSTAMP:20260607T173914
CREATED:20251019T183118Z
LAST-MODIFIED:20251019T183123Z
UID:10010056-1762441200-1762444800@www.freelivecpe.com
SUMMARY:2025 Rural Broadband Trends & Takeaways
DESCRIPTION:The eye-opening results are in! With 141 companies participating\, the 2025 Rural Broadband Benchmark Study continues to explore the impact of inflation\, broadband services\, and grant programs on the rural telecommunications industry\, providing 2024 benchmark results for nearly 40 metrics. \n\n\n\nIn this webinar\, we’ll explore the financial and operational performance of the industry overall\, and you’ll hear how other companies’ financial results compare to yours to help you target areas for improvement. The release of the full 2025 Rural Broadband Benchmark Report will be available later this year and will delve into how these key metrics are reshaping the industry. \n\n\n\nYou’ll gain invaluable insight into how: \n\n\n\n\n20+ years after the rollout of broadband services\, internet revenues continue to provide growth opportunities.\n\n\n\nOperating profitability has been impacted by slowing inflation and decreasing operating expenses.\n\n\n\nRural companies are financially strong\, with particularly robust balance sheets.\n\n\n\nEven in the face of increased competition and regulatory and legislative uncertainty\, the industry has succeeded in the growth of broadband services.\n\n\n\n\nNo matter what role you play\, you’ll leave this webinar with in-depth information that can help your company remain competitive and increase return on investment in this dynamic industry. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe financial and operational performance trends of rural broadband companies to help identify areas for improvement.\n\n\n\nEvaluate ongoing growth opportunities in internet revenues and the impact of inflation and operating expenses on profitability within the rural telecommunications sector.\n\n\n\nOutline strategies for maintaining competitiveness and strengthening financial positions in the face of industry challenges such as increased competition and regulatory uncertainty.\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. \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/2025-rural-broadband-trends-takeaways/
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:20251107T140000
DTEND;TZID=America/New_York:20251107T150000
DTSTAMP:20260607T173914
CREATED:20251018T020611Z
LAST-MODIFIED:20251018T020617Z
UID:10010038-1762524000-1762527600@www.freelivecpe.com
SUMMARY:Real Estate Tax Chat: A Focus on OB3 and Year-End Planning for 2025
DESCRIPTION:Webcast overview\n\n\n\nThe passage of the One Big Beautiful Bill Act (OB3) in 2025 introduced significant changes to the tax environment in which real estate businesses operate. Join KPMG LLP (KPMG) to review the impact of OB3 and prepare for a fast-approaching 2026. Topics for this Real Estate Tax Chat will include: \n\n\n\n\nAn analysis of major legislative changes enacted during 2025\n\n\n\nState and local tax planning\n\n\n\nImportant year-end tax considerations\n\n\n\nReporting requirements\n\n\n\nA look ahead to 2026 and beyond\n\n\n\n\nThe session will be hosted by KPMG US Building\, Construction & Real Estate Tax leader\, Ryan Taylor\, and will feature professionals from the KPMG Washington National Tax practice. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code KXNCD8M8SZH.
URL:https://www.freelivecpe.com/event/real-estate-tax-chat-a-focus-on-ob3-and-year-end-planning-for-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:20251110T130000
DTEND;TZID=America/New_York:20251110T140000
DTSTAMP:20260607T173914
CREATED:20251011T132613Z
LAST-MODIFIED:20251011T132618Z
UID:10009991-1762779600-1762783200@www.freelivecpe.com
SUMMARY:The housing equation: Using assessments to drive housing solutions
DESCRIPTION:The United States housing market currently faces a deficit of approximately 4.9 million units\, prompting an important question: how can this issue be effectively addressed within your community or for your clients? \n\n\n\nWe invite you to participate in a webinar designed to provide an in-depth examination of how comprehensive housing needs and market assessments can identify local challenges and opportunities. This session will offer strategic guidance for housing development initiatives across both rural communities and urban areas. \n\n\n\nLearning objectives: \n\n\n\n\nHow assessments reveal actionable insights for housing initiatives\n\n\n\nReal-world examples from Selma\, AL\, Chicago and Atlanta\n\n\n\nPractical strategies for prioritizing housing solutions\n\n\n\n\nPresenters: \n\n\n\n\nDamon E. Duncan\, Principal\, Clesia Ventures\n\n\n\nBrandie Townsend\, Senior Manager\, Clesia Ventures\n\n\n\nKebokile Nyathi\, Senior Parner\, Clesia Ventures\n\n\n\nAziz Housseini\, Chief Executive Officer at DAHA SEIN\n\n\n\nJolena Presti\, Managing Director\, Baker Tilly\n\n\n\nMarta Purdy\, Director\, Baker Tilly\n\n\n\nKristian Vaughn\, Senior Manager\, Baker Tilly\n\n\n\n\nWho should attend: Leadership and professionals from cities\, towns\, counties\, public housing authorities\, school districts\, special districts\, utilities\, economic development organizations\, tribal governments and not-for-profit organizations who are involved in decision-making and strategic initiatives. \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/the-housing-equation-using-assessments-to-drive-housing-solutions/
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:20251110T130000
DTEND;TZID=America/New_York:20251110T140000
DTSTAMP:20260607T173914
CREATED:20251107T195501Z
LAST-MODIFIED:20251107T195506Z
UID:10010190-1762779600-1762783200@www.freelivecpe.com
SUMMARY:Successful Year-End Federal Tax Planning Strategies for Your Business
DESCRIPTION:This session will cover the latest legislative developments\, including key provisions from the newly enacted One Big Beautiful Bill Act (OBBBA)\, and offer practical guidance tailored to the current economic and regulatory landscape. \n\n\n\nStay tuned for our other Year-End Planning webinars tailored to International Tax and Transfer Pricing\, State and Local Tax\, and Private Client Services (Individual Tax). \n\n\n\nAttend this webinar to:\n\n\n\n\nEvaluate the latest developments in recent and pending tax legislation\, including the OBBBA’s impact\n\n\n\nExplain practical steps businesses can take before year-end to minimize taxes\n\n\n\nIdentify important year-end tax strategies businesses should consider
URL:https://www.freelivecpe.com/event/successful-year-end-federal-tax-planning-strategies-for-your-business/
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:20251110T140000
DTEND;TZID=America/New_York:20251110T150000
DTSTAMP:20260607T173914
CREATED:20251017T194846Z
LAST-MODIFIED:20251017T194859Z
UID:10010029-1762783200-1762786800@www.freelivecpe.com
SUMMARY:CFO pulse: Economic outlook\, risk appetite\, and pricing importance
DESCRIPTION:Key takeaways \n\n\n\nThe North American 3Q 2025 CFO Signals™ survey found CFOs are conflicted. On  the one hand\, finance chiefs sounded a pessimistic note about the current and future economic status of several key global economies—including North America. Yet\, many CFOs remain upbeat about the financial prospects for their own organizations in comparison to three months ago. This Dbrief explores how CFOs responded to the 3Q 2025 CFO Signals™ survey. We’ll discuss: \n\n\n\n\nCFO forecasts for key metrics\n\n\n\nCFOs’ most worrisome risks\n\n\n\nThe current risk appetite among CFOs\n\n\n\nCFO Signals spotlight topic: Pricing
URL:https://www.freelivecpe.com/event/cfo-pulse-economic-outlook-risk-appetite-and-pricing-importance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T140000
DTEND;TZID=America/New_York:20251110T150000
DTSTAMP:20260607T173914
CREATED:20251019T195204Z
LAST-MODIFIED:20251019T195215Z
UID:10010075-1762783200-1762786800@www.freelivecpe.com
SUMMARY:Understanding AI audits: Key risks and best practices
DESCRIPTION:Description: \n\n\n\nIn this session\, we will explore the key risks associated with AI usage and how these risks can be managed by organizations at different levels of AI maturity. Participants will gain insights into the various types of audits that can be performed in relation to AI\, including their objectives and key focus areas. We will also outline the audit lifecycle\, emphasizing unique AI considerations\, best practices\, controls\, and testing approaches. \n\n\n\nLearning objectives:  \n\n\n\n\nIdentify the key risks associated with AI usage and how they may be applied to organizations with varying levels of AI maturity.\n\n\n\nDescribe different types of audits that can be performed related to AI\, including their objectives and key focus/scope areas.\n\n\n\nOutline the various activities and approaches for the audit lifecycle\, focusing on unique AI considerations\, best practices\, controls\, and testing approaches.\n\n\n\n\nCPE credit(s): 1 \n\n\n\nField of study: Information Technology \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  
URL:https://www.freelivecpe.com/event/understanding-ai-audits-key-risks-and-best-practices/
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:20251110T150000
DTEND;TZID=America/New_York:20251110T170000
DTSTAMP:20260607T173914
CREATED:20251004T134151Z
LAST-MODIFIED:20251004T134513Z
UID:10009942-1762786800-1762794000@www.freelivecpe.com
SUMMARY:2025 Banking Seminar Series
DESCRIPTION:Event Overview\n\n\n\nEide Bailly’s annual Banking Seminar Series is designed to equip banking professionals with the knowledge and strategies needed to navigate a rapidly evolving financial landscape. \n\n\n\nThis year\, we will unpack the implications of recent federal tax legislation\, offering guidance on both year-end planning and long-term ownership strategies. We will also delve into the current M&A climate\, exploring deal volume\, emerging challenges\, and best practices for successful transactions. Whether you’re preparing for strategic growth or refining your tax approach\, this series is your opportunity to stay ahead of the curve. \n\n\n\nEach session is free to attend. CPE information can be found under each session. \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/2025-banking-seminar-series/2025-11-10/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge,Taxes
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2025/07/Eide-Bailly-CPE-new-logo.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T083000
DTEND;TZID=America/New_York:20251111T123000
DTSTAMP:20260607T173914
CREATED:20251004T142201Z
LAST-MODIFIED:20251004T142333Z
UID:10009954-1762849800-1762864200@www.freelivecpe.com
SUMMARY:4 CPE - New Jersey law and ethics 2025
DESCRIPTION:New Jersey law and ethics 2025\n\n\n\nCPE Credit: 4 hours for CPAs \n\n\n\nThis program is for New Jersey CPAs to fulfill their state ethics requirements. \n\n\n\nParticipants will explore Ethical Foundations\, including concepts\, moral development\, judgment\, values\, the role of rules of ethics\, and ethical dilemmas. Additionally\, we will cover Ethical Guidance\, including the role of the Office of Professions\, New Jersey state rules on ethics\, the AICPA rules on ethics\, the New Jersey State Society of CPAs rules\, and enforcement of rules on ethics. \n\n\n\nUpon successful completion of this course\, you should be able to: \n\n\n\n\nFamiliarize participants with the elements of Ethics Foundations and specifically review the Ethical Guidance of the AICPA\, State of New Jersey\, and State Society.\n\n\n\nReview the legal and ethical rules for CPAs practicing in the State of New Jersey.\n\n\n\n\nLevel:UpdateInstructional Method:Group Internet-BasedNASBA Field of Study:EthicsProgram 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/4-cpe-new-jersey-law-and-ethics-2025/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Ethics
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:20251111T100000
DTEND;TZID=America/New_York:20251111T110000
DTSTAMP:20260607T173914
CREATED:20251011T143443Z
LAST-MODIFIED:20251011T143448Z
UID:10010004-1762855200-1762858800@www.freelivecpe.com
SUMMARY:Implementing a central AI management system: Navigating ISO 42001 compliance
DESCRIPTION:Description: \n\n\n\nAs organizations increasingly integrate AI into their operations\, the need for a structured management system becomes paramount. ISO 42001 provides a comprehensive framework for AI management\, ensuring ethical\, efficient\, and compliant AI deployment. This webinar will dive into more detail on how to implement a central AI Management System in line with ISO 42001 standards. Participants will gain insights into the challenges and solutions associated with AI governance\, and how these can be effectively communicated to stakeholders. \n\n\n\nLearning objectives:  \n\n\n\n\nUnderstand the key components and requirements of ISO 42001 for AI management systems.\n\n\n\nIdentify the benefits and challenges of implementing a central AI Management System.\n\n\n\nExplore strategies for effective communication (e.g. regarding AI governance).\n\n\n\nLearn common AI risks and how controls can address these risks.\n\n\n\n\nCPE credit(s): 1 \n\n\n\nField of study: Auditing \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None 
URL:https://www.freelivecpe.com/event/implementing-a-central-ai-management-system-navigating-iso-42001-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/01/AuditBoard-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T120000
DTEND;TZID=America/New_York:20251111T130000
DTSTAMP:20260607T173914
CREATED:20251011T124819Z
LAST-MODIFIED:20251011T124824Z
UID:10009981-1762862400-1762866000@www.freelivecpe.com
SUMMARY:Model Review: Avoiding Pitfalls & Pursuing Precision
DESCRIPTION:This webinar delves into the pivotal role of model reviews to help ensure the accuracy\, reliability\, and effectiveness of financial models used in energy and infrastructure finance. Given that these models often underpin critical decision making\, even minor errors can result in significant financial consequences. \n\n\n\nJoin us as we explore best practices for conducting model reviews\, share practical techniques to enhance precision\, and outline strategies to help mitigate risk. Whether you’re refining an existing model or building one from scratch\, this session will help equip you with tools to strengthen your modeling approach and safeguard project outcomes. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize the purpose and objective of a financial model review\, emphasizing accuracy\, consistency\, transparency\, and a logical flow for performance improvement.\n\n\n\nDiscuss how model risk can manifest itself\, best practices to help mitigate these risks\, and tips on improving reliability through quality control.\n\n\n\nIdentify key steps for model review and familiarization.\n\n\n\nOutline common model review errors that can occur and learn techniques to help overcome them.\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. \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/model-review-avoiding-pitfalls-pursuing-precision/
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:20251111T120000
DTEND;TZID=America/New_York:20251111T130000
DTSTAMP:20260607T173914
CREATED:20251024T172436Z
LAST-MODIFIED:20251024T172442Z
UID:10010088-1762862400-1762866000@www.freelivecpe.com
SUMMARY:Evolving Audit Practices: Strategies to Strengthen Compliance and Reduce Risk
DESCRIPTION:Webcast overview\n\n\n\nAudit requirements continue to evolve\, with regulators and external auditors placing greater emphasis on control precision\, data integrity\, and timely evidence. These developments are driving expanded testing procedures\, heightened scrutiny over access and segregation of duties\, and increased documentation demands — creating pressure on both compliance and operational teams. \n\n\n\nJoin KPMG and Pathlock on Tuesday\, November 11 at 12:00 PM ET for a discussion on current market observations and practical\, technology-enabled approaches to addressing these challenges. \n\n\n\nWe will explore how leading organizations are: \n\n\n\nResponding effectively to evolving audit expectations \n\n\n\nReducing the cost and complexity of compliance \n\n\n\nImproving control monitoring and evidence readiness \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 PHNDN95LGJ7.
URL:https://www.freelivecpe.com/event/evolving-audit-practices-strategies-to-strengthen-compliance-and-reduce-risk/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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:20251111T120000
DTEND;TZID=America/New_York:20251111T140000
DTSTAMP:20260607T173914
CREATED:20251011T130625Z
LAST-MODIFIED:20251011T131230Z
UID:10009986-1762862400-1762869600@www.freelivecpe.com
SUMMARY:Navigating Markets\, Policy\, and Nonprofit Priorities
DESCRIPTION:Event Overview\n\n\n\nJoin Innovest and Eide Bailly for a virtual conference exploring how today’s economic trends\, shifting market valuations\, and evolving public policy are reshaping long-term financial planning and organizational strategy for nonprofits. \n\n\n\nThese sessions will equip you with insights into portfolio diversification\, cash flow management\, and the broader societal factors influencing decision-making. You’ll also learn how recent legislative changes impact energy incentives introduced under the Inflation Reduction Act of 2022\, including updated eligibility requirements\, phase-out timelines\, and monetization strategies. Don’t miss this opportunity to strengthen your organization’s financial resilience and strategic foresight. \n\n\n\nOur first session\, the 2025 Economic Update\, will discuss the key economic and investment factors that should inform long-term financial planning. We will examine how current market valuations impact portfolio diversification\, expected returns\, and cash flow strategies\, while also addressing the challenges posed by market volatility. This session will also highlight the role of public policy and societal progress in shaping financial decision-making and organizational strategy. \n\n\n\nThe second session\, New Tax Legislation and its Impact on Energy Incentives for Exempt Organizations\, will provide an essential update on how recent tax legislation is reshaping energy incentives for exempt organizations. We will discuss the new rules and their practical implications\, as well as the accelerated phase-outs affecting the New Energy Efficient Home Credit and the Energy Efficient Commercial Buildings Deduction. This session will also address new documentation requirements related to construction timelines and foreign entity restrictions — critical details for compliance and strategic planning. \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/navigating-markets-policy-and-nonprofit-priorities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2025/07/Eide-Bailly-CPE-new-logo.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T130000
DTEND;TZID=America/New_York:20251111T140000
DTSTAMP:20260607T173914
CREATED:20250906T132626Z
LAST-MODIFIED:20250906T132631Z
UID:10009803-1762866000-1762869600@www.freelivecpe.com
SUMMARY:AI Transformation and Optimization in Finance
DESCRIPTION:Join our third webinar to explore how AI and advanced technologies are reshaping finance operations\, from FP&A optimization to robust risk management. Discover the latest trends in AI adoption\, governance\, and technology enablement that empower finance leaders to drive strategic value and operational resilience. \n\n\n\nOur expert panel will share insights on overcoming data security challenges and harnessing innovation for sustainable growth.  \n\n\n\nLearning Objectives:  \n\n\n\n\nDiscover how AI and automation are being leveraged for process optimization\, risk management\, and enhanced forecasting.\n\n\n\nExamine the stages of AI maturity and its impact on finance functions.\n\n\n\nIdentify best practices for implementing robust data governance and technology infrastructure.\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: Finance. 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/ai-transformation-and-optimization-in-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:20251111T130000
DTEND;TZID=America/New_York:20251111T140000
DTSTAMP:20260607T173914
CREATED:20251019T180054Z
LAST-MODIFIED:20251019T180059Z
UID:10010046-1762866000-1762869600@www.freelivecpe.com
SUMMARY:Insurance Trends
DESCRIPTION:Event details\n\n\n\nAs risk environments rapidly shift\, insurance organizations must adopt agile\, data-driven strategies to navigate today’s landscape. Join us for a timely webinar that addresses how insurers are strengthening enterprise risk management (ERM) programs to respond to complex operational\, regulatory\, and technological pressures. \n\n\n\nIn this session\, we’ll explore emerging risk factors that are reshaping insurer risk profiles and offer insight on how leaders across the insurance industry are adapting ERM frameworks and developing AI-enabled strategies to mitigate enterprise risk. \n\n\n\nThe panel will highlight practical mitigation techniques and provide actionable insights based on real-world applications. You’ll hear how insurers are using AI tools to reduce the risk of human error in data reporting and governance and how they’re embedding risk awareness into strategic planning to support long-term growth. \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nIdentify key emerging risks currently affecting the insurance industry\, including market and regulatory challenges\n\n\n\nEvaluate how ERM frameworks are evolving to address dynamic risk environments\n\n\n\nApply practical techniques for risk mitigation\, including the use of AI across core functions\n\n\n\nExamine real-world examples of how insurers are using AI to support strategic risk reduction\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Overview \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 1.0 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/insurance-trends/
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:20251111T140000
DTEND;TZID=America/New_York:20251111T150000
DTSTAMP:20260607T173914
CREATED:20251018T020824Z
LAST-MODIFIED:20251018T020829Z
UID:10010039-1762869600-1762873200@www.freelivecpe.com
SUMMARY:Year-end payroll considerations for 2025 reporting and 2026 compliance
DESCRIPTION:Webcast overview\n\n\n\nKPMG invites you to a TaxWatch webcast that will cover important year-end payroll considerations for 2025 reporting and 2026 compliance. The one-hour session will address key aspects of the year-end payroll process and discuss challenges related to reporting compensation for your workforce. \n\n\n\nKey Topics: \n\n\n\n\n2025 figures and key 2026 changes\n\n\n\nCommon year-end mistakes to avoid\n\n\n\nOne Big Beautiful Bill (OB3) Payroll Implications\n\n\n\nLegislative updates\n\n\n\n\nThis webcast would be of significant interest to payroll and global mobility professionals\, CFOs\, human resources directors\, CPAs\, corporate tax staff\, and other business and service providers working on payroll. \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 DKNCN63M565.
URL:https://www.freelivecpe.com/event/year-end-payroll-considerations-for-2025-reporting-and-2026-compliance/
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:20251111T140000
DTEND;TZID=America/New_York:20251111T150000
DTSTAMP:20260607T173914
CREATED:20251025T122035Z
LAST-MODIFIED:20251025T122040Z
UID:10010101-1762869600-1762873200@www.freelivecpe.com
SUMMARY:Transform behavioral health finance with Sage Intacct
DESCRIPTION:Event overview\n\n\n\nBehavioral health organizations face unique financial and operational challenges—from managing complex funding models and tracking grants to reporting across multiple entities and meeting compliance requirements. Without the right systems\, these challenges can lead to inefficiencies and limited visibility. \n\n\n\nIn this one-hour webinar\, RSM’s health care technology specialists will demonstrate how Sage Intacct empowers behavioral health providers to modernize their financial management. Learn how modern cloud enterprise resource planning (ERP) solutions like Sage Intacct deliver real-time insights\, automate reporting and enhance financial transparency. \n\n\n\nPresentation highlights include: \n\n\n\n\nIndustry challenges and trends in behavioral health finance\n\n\n\nWhy leading behavioral health organizations choose Sage Intacct\n\n\n\nLive demonstration: Reporting\, dashboards and highlights\n\n\n\nRSM’s proven methodology for successful migration\n\n\n\nClient success story and next steps\n\n\n\n\nLearning objectives\n\n\n\nBy the end of this presentation\, participants will be able to: \n\n\n\n\nUnderstand the most common financial and operational challenges facing behavioral health organizations today. \n\n\n\nLearn how Sage Intacct addresses industry-specific needs such as grant tracking\, multi-entity reporting\, and automated reporting. \n\n\n\nSee a live demonstration of Sage Intacct dashboard\, reporting\, and product highlights. \n\n\n\nDiscover how RSM’s proven methodology helps organizations migrate successfully from legacy systems. \n\n\n\n\n\n\n\n\nCPE credits\n\n\n\nRSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify\, you must log in to the live webinar 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 and partial credit 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.Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-basedField of study: Finance | CPE: 1.0 credits
URL:https://www.freelivecpe.com/event/transform-behavioral-health-finance-with-sage-intacct/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T150000
DTEND;TZID=America/New_York:20251111T160000
DTSTAMP:20260607T173914
CREATED:20250831T130914Z
LAST-MODIFIED:20250831T130919Z
UID:10009768-1762873200-1762876800@www.freelivecpe.com
SUMMARY:Student Financial Aid Webinar Series
DESCRIPTION:Event Overview\n\n\n\nThis webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical\, strategic\, and human-centered metrics. \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/student-financial-aid-webinar-series/2025-11-11/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VCALENDAR