Leading Practices in Compensation Committee Oversight of Human Capital
2025-12-03 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join BDO for an interactive session exploring the evolving role of compensation committees to inform human capital strategy. This webinar brings together perspectives from a Chief Human Resources Officer (CHRO), a seasoned board director, and BDO’s People Strategy & Solutions Segment Leader to discuss how boards and management can collaborate to drive organizational success through effective oversight of talent and culture.

Panelists will share actionable insights on:

What CHROs should know to best leverage their board of directors for strategic human capital initiatives.

The types of questions and information boards should expect and request from management to fulfill their oversight responsibilities.

Best practices for aligning talent development, and organizational culture with long-term business strategy.

How compensation committees can proactively address emerging workforce trends, risks, and regulatory expectations.

Whether you are a board member, CHRO, or governance professional, this session will equip you with practical guidance to strengthen board-management dialogue and enhance the committee’s impact on human capital outcomes.

Learning Objectives

Identify key oversight responsibilities and governance trends impacting compensation committees.

Recognize the information and questions boards should prioritize in human capital discussions.

Explore strategies for effective board-CHRO collaboration in talent and culture oversight

Discuss best practices for integrating human capital management into compensation committee agendas.

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

BDO 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

Prepare Your ESG Reporting for 2026 Regulatory Changes
2025-12-03 13:00 - 14:00
Climate and ESG regulations continue to evolve into 2026 with California’s new bills at the forefront of several states introducing requirements. Compliant and transparent reporting will be especially important as pressure continues to mount from regulators and stakeholders.

Join our upcoming webcast to explore:

Key steps to prepare for compliance in 2026

Implications of California Senate Bills 253 and 261

Other key state regulations or trends to be aware

Year-end US information reporting changes - December 2025
2025-12-03 13:00 - 14:00
Year-end US information reporting obligations necessitate being aware of IRS changes and incorporating any new requirements into existing systems, processes and procedures. The past year saw updates to Form 1042-S reporting requirements, a new draft Form 1099-DA, treaty withholding rate changes, and new guidance on reporting obligations under the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS).

How should you navigate these important updates and changes? What should you be aware of as you enter the US information reporting season? What future changes should you start thinking about and preparing for now? Join Ernst & Young LLP professionals for answers to these questions and a practical discussion of how to manage your information reporting processes.

The following topics will be discussed:

New Form W-9

Changes to information reporting in the One Big Beautiful Bill Act

Crypto reporting updates

Updates to Form 1042-S

CRS 2.0

Panelists:

Ryan Blewitt, Managing Director, Financial Services Organization, Tax, Ernst & Young LLP

Andrea Garcia Castelao, Principal, Financial Services Organization, Tax, Ernst & Young LLP

Jonathan Jackel, Managing Director, Financial Services Organization, Tax, Ernst & Young LLP

David Jensen, Principal, Financial Services Organization, Tax, Ernst & Young LLP

Seth Poloner, Managing Director, Financial Services Organization, Tax, Ernst & Young LLP

Saul Tilmann, Managing Director, Financial Services Organization, Tax, Ernst & Young LLP

Moderator:

Tara Ferris, Principal, Ernst & Young LLP; EY Americas Information Reporting and Withholding Services Leader, Tax

Burnout-proof your busy season: Reclaim time, reduce stress, and redefine tax season success
2025-12-03 13:00 - 14:00
CPE Credit: 1 hour for CPAs

Tax season doesn’t have to mean burnout, overwhelm, or endless hours. In this session, Dawn Brolin, CEO of Powerful Accounting, Inc., shares actionable strategies to “burnout- proof” your busy season — helping you reclaim your time, optimize workflows, and approach tax season with renewed clarity and control. You’ll learn how to identify hidden inefficiencies, set better client boundaries, leverage automation and delegation, and implement systems that free up capacity without sacrificing quality or client satisfaction. Whether you’re a firm leader or a team member, you’ll walk away with proven methods to minimize stress, improve focus, and create a healthier, more sustainable approach to the busiest time of year.

Upon successful completion of this course, you should be able to:

Identify key time drains and process inefficiencies common during tax season.

Apply techniques for prioritizing workload and managing client expectations.

Implement strategies to reduce stress and maintain focus during high-volume periods.

Design workflows or systems that increase productivity and improve team collaboration.

Evaluate technology and automation tools that can help drive efficiency during the busiest time of year.

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Personal Development – Non-TechnicalProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.

This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.

NASBA Approved. Sponsor # 103021.

2025 Year-End Tax Planning for Professional Service Firms
2025-12-03 13:00 - 14:00
As your professional services organization approaches year-end, evaluating potential tax strategies may help identify savings opportunities and reduce risk exposure. Recent legislation, including the One Big Beautiful Business Act (OBBBA), introduces changes that professional service firms should be aware of when considering year-end planning.This session will provide an overview of tax developments and key considerations relevant to professional services organizations.Topics include:

IRS priorities and prospective changes in tax law

OBBBA highlights and potential implications

Year-end tax planning considerations

State and local tax developments and potential savings opportunities

Potential credits and incentives

Individual tax update
2025-12-03 13:00 - 14:00
Join us for our complimentary, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year, as well as provide insights into clients’ most frequently asked questions.

As 2025 comes to a close, individual taxpayers face a shifting tax landscape, including changes to the state and local tax (SALT) deduction cap, charitable contribution limits, estate and gift tax exemptions, and other tax considerations. In this session, Baker Tilly tax professionals will discuss updated considerations for individual taxpayers following the enactment of the One Big Beautiful Bill Act (OBBBA).

Learning objectives

Summarize key individual tax provisions in the OBBBA and implications for tax year 2025 tax planning

Apply strategies to manage income, deductions and gifting in light of new phaseouts and thresholds

Assess planning opportunities related to SALT, PTET elections and charitable contributions

Who should attend

Business owners, CFOs, tax directors, vice presidents of tax, legislative directors, tax professionals and other financial executives

Can’t attend our webinar live? Register to receive a link to the recording.

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

A certificate of completion will be emailed to you four to six weeks after the event.

Level: Update

CPE credit: One (1) hour total credit

Field of study: Taxes

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly Advisory Group, LP 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: nasbaregistry.org.

Crack the Code: Your 2025 Year-End Tax Playbook
2025-12-03 13:00 - 14:00
With the year ending soon, now is the time to make high-impact tax moves. Recent legislation — including the One Big Beautiful Bill Act — has introduced changes that impact deductions, credits, compliance and planning opportunities. Acting now can help you avoid missed deadlines and save money.

In this session, you will gain clarity on what’s changed, what’s urgent and what strategic businesses should prioritize now. You’ll walk away with a clear checklist and practical insights to guide you through upcoming business tax decisions.

Who Should Attend

Business Owners, CFOs and Tax Executives

Learning Objectives:

Identify key provisions in the One Big Beautiful Bill Act and other new legislation

Define year-end tax strategies around deductions, credits, SALT and more

Apply a year-end checklist to avoid costly oversights

Recognize when to engage a tax advisor for tailored planning

Speaker

Casey Pelech, Tax Partner, Armanino Advisory LLC

Katrina Perlewitz, Tax Partner, Armanino Advisory LLC

Kelvin So, Tax Partner, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Taxes)

To be awarded the full credit, you must attend for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino 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.

Navigating Global Privacy Trends in 2026
2025-12-03 13:00 - 14:00
About this Event

2026 is shaping up to be a defining year for privacy and personal data governance. As established regulations continue to evolve, and new initiatives emerge around the world, global privacy frameworks are taking on even greater significance. At the same time, a new wave of regulatory activity, from strengthened enforcement under existing laws to entirely new regional statutes, is reshaping how organizations must operationalize privacy and data protection.

In this forward-looking session, privacy compliance leaders from Schellman and Captain Compliance will combine their expertise to outline what global privacy leaders can expect in 2026, including evolving consent and notice requirements, cross-border compliance, and emerging certification trends. You’ll come away with practical insights on how to harmonize global privacy operations, manage data flows responsibly, and build resilient programs that stay ahead of regulatory change and privacy litigation that is set to explode in 2026.

Topics may include:

Global Privacy Certification Trends in 2026

Evolving Privacy Compliance Requirements

Best Practices to Stay Ahead of Regulatory Change

Ways to Avoid Privacy Litigation

Business of Healthcare Webinar Series
2025-12-03 14:00 - 15:00
Event Overview

Health 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.

There 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.

Join 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.

See 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.

Cost to Attend

FREE

Contact

Jessica Gropel

CPE

Please see individual event details for CPE information.

Upcoming Webinars

DateTopicSeptember 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

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Understanding and adopting the NCREIF PREA Reporting Standards
2025-12-03 14:00 - 15:00
Event overview

The National Council of Real Estate Investment Fiduciaries (NCREIF) and the Pension Real Estate Association (PREA) Reporting Standards are reshaping how institutional real estate firms approach financial reporting. Co-sponsored by NCREIF and PREA, the standards are designed to enhance transparency, consistency and comparability—fostering investor confidence and more informed decision making.

With the release of the 2025 Adopting Release in Handbook Volume II, firms now have clearer guidance on expanded requirements, including asset- and investment-level reporting. This timely session, hosted by RSM and featuring leaders from NCREIF and Rock Consulting Group, will provide insights into the purpose and scope of the standards, the latest updates and practical steps for adoption.

Whether you are just exploring the standards or preparing for implementation, this webinar will help you understand what’s changing, why it matters and how your organization can move forward with confidence.

CPE credits

RSM 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.

RSM 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: Specialized Knowledge and Applications | CPE: 1.0 credits

Reimagine Insurance Financial Reporting: How to Centralize Data and Automate Workflows
2025-12-03 14:00 - 15:00
About this Event:

Year-end filing deadlines are fast approaching, and insurance finance teams are developing their game plan to meet internal deadlines and deliver accurate reports on-time. But the reality is challenging: 47% of finance professionals cite over-reliance on spreadsheets as their top frustration. This leaves teams stuck in manual reconciliation, hunting for data across siloed systems, chasing down rounding differences, and working nights and weekends to meet deadlines.

Join Workiva and FTI Consulting on December 3 to discover how leading insurers are breaking the manual reporting cycle. In this webinar, you’ll find out how your finance team can transform reporting from a stressful scramble into a streamlined advantage.

In this session, you’ll learn how to:

Identify methods to centralize structured and unstructured data from the general ledger, key subledgers (investments, reinsurance, actuarial, policy/claims, etc.), and Excel spreadsheets into a single governed environment

Analyze techniques to link source data across deliverables so that when source data changes, outputs automatically update across 10-K, statutory filings, NAIC schedules, board presentations, and internal reports

Evaluate automation workflows tailored to insurance finance processes, including roll forwards, tie outs, and GAAP-to-statutory reconciliations

Whether you’re preparing for NAIC or SEC filings, or year-end board reporting, this webinar will show you how to reclaim your weekends and redirect your team’s focus from manual work to strategic analysis that drives business value.

Workiva offers one complimentary CPE credit for this session.

Quarterly TaxWatch Bank Update: Year-end planning considerations
2025-12-03 14:00 - 15:00
Webcast overview

In 2025, the banking industry faced considerable tax changes, primarily due to the enactment of the “One Big Beautiful Bill” (HR1). Our upcoming quarterly update will deliver a review of the major tax developments from the past year, along with insights into future considerations.

We cordially invite you to join our KPMG leaders for a 1-hour, CPE-eligible webcast. During this session, they will cover essential tax updates, year-end planning considerations, and provide a year-end checklist to ensure your organization is prepared.

We look forward to your participation.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code V5NZLXXQP4P.

The 2026 AI imperative: Building a smart AI governance program
2025-12-03 14:00 - 15:00
Description:

The move to adopt AI and GenAI is no longer optional as many companies see it is a competitive necessity. However, AI brings with it new risks. As the global AI regulatory landscape accelerates toward full enforcement in 2026, organizations face mounting pressure to govern their AI systems with the same rigor applied to financial, operational, and cybersecurity risks.

Whether your organization is just beginning to adopt AI and develop governance standards or you’ve already incorporated AI capabilities into your core enterprise processes, this webinar will help you enter 2026 with a solid plan of action. The future of GRC will rely on our ability to harness AI’s potential while mitigating its inherent risks through thoughtful and strategic governance.

Learning objectives:

Quantify the growing ROI of AI governance, from reducing regulatory (e.g., EU AI Act) and business risks to accelerating AI innovation and adoption.

Share how to establish a smart AI governance program, transforming governance from a perceived bottleneck into a strategic enabler that accelerates secure innovation and solidifies your leadership position in the AI-driven economy.

Review the popular AI governance frameworks and regulations and how to approach the right one to future-proof your AI governance practice.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

Year-End Payroll Webinar
2025-12-03 14:00 - 15:00
Patriot Software is hosting a free CPE webcast on Dec. 3, 2025, at 2:00 pm, EST.

Top 10 Payroll Tasks to Prepare for Year-End – Register

As the end of the year approaches, you will have a list of payroll chores to wrap things up … and then more in January to kickstart 2026. Patriot has prepared a top 10 list of ways to help you get organized now for a hassle-free year-end. We’ll also include a handy checklist you can use.You will learn:

10 ways to prepare for year-end payroll tasks

How to create year end forms including W-2s and 1099s

How to perform miscellaneous year-end tasks in the software

An overview of recent software improvements

This webinar will be recorded. If you aren’t able to join live, you can still register now and we’ll send you a link to watch the recorded session, along with session handouts.

editor@cpapracticeadvisor.com

NetSuite 2026: What’s New, What’s Next
2025-12-04 11:00 - 12:00
Organizations face economic shifts, evolving customer needs, and rapid technology changes. Resilience and adaptability are critical for growth. This webinar explores how NetSuite can help businesses thrive through proven enterprise resource planning (ERP) strategies, user enablement, and emerging artificial intelligence (AI) capabilities. We’ll share SuiteWorld highlights, including NetSuite Next with its natural language assistant, Ask Oracle, and new SuiteCloud AI tools that can simplify automation and customization.

Join us to learn practical tips for improving ERP performance today and preparing your teams for what’s ahead in 2026.

Learning Objectives

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

Identify ERP strategies that can enhance resilience and agility.

Apply practical NetSuite tips to improve performance and adoption.

Describe AI-driven features shaping the future of ERP.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

Fields of Study

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Business tax implications of the One, Big, Beautiful Bill
2025-12-04 11:00 - 12:00
The One, Big, Beautiful Bill (OBBB) addressed the so-called “trifecta” package of business tax provisions: the expensing of research and development (R&D) costs under Section 174, computational changes to the interest expense limitation under Section 163(j), and the restoration of the 100% bonus depreciation deduction in the first year that certain property is placed in service. The qualified business income deduction under Section 199A would also be made permanent and modified slightly. Additional changes such as new deductions and technical modifications require further analysis to fully unpack tax-planning opportunities.

During this webinar, our legislative tax specialists discuss the business tax implications of the OBBB and what organizations should be considering both now and in the future.

Learning objectives:

Understand how changes to the expensing of R&D costs under Section 174, computational changes to the interest expense limitation under Section 163(j), and restoration of the 100% bonus depreciation deduction could affect your tax planning.

Identify tax-planning strategies to manage the changes in the OBBB and understand what areas may require additional analysis and discussion for your organization.

Evaluate what new tax-planning opportunities may exist for your organization and determine applicable next steps.

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

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

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

Private equity & private capital quarterly tax update – Q4 2025
2025-12-04 11:00 - 12:15
Join the EY Private Equity & Private Capital webcast for a Q4 2025 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends impacting the private fund industry and private equity (PE)-backed firms. The session will also explore global political developments, the current economic landscape, and emerging marketplace and transaction trends.

Topics will include:

Tax legislative outlook

PE global macro trends

Global tax developments

PE fund professional considerations

Transaction and restructuring update

Global “radar screen”

Student Financial Aid Webinar Series
2025-12-04 12:00 - 13:00
Event Overview

This webinar is designed to assist higher ed administrators and department leaders in tracking their organizational health initiatives using practical, strategic, and human-centered metrics.

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.

Asset Management Accounting and Regulatory Update
2025-12-04 13:00 - 14:00
Navigate the complexities of today’s regulatory landscape with confidence by joining our upcoming webcast, designed specifically for fund professionals and stakeholders. Discover how recent accounting standards are reshaping the industry and learn what these changes mean for your organization. Delve into the evolving world of cryptocurrency as we unpack the SEC’s latest intended rule making activities. Gain timely insights into recent SEC enforcement actions and rule making developments, empowering you to make informed decisions and stay ahead in a fast-changing environment.

Don’t miss this opportunity to access critical updates and practical guidance that can help you anticipate challenges and seize new opportunities.

Learning Objectives

Describe the requirements for recent accounting standards impacting funds.

Relate SEC rule making activities of crypto.

Explain rule making activities and recent SEC enforcement actions.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

BDO 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

2025 Tax Updates for Businesses
2025-12-04 13:00 - 14:00
CPE Credit: 1 hour for CPAs

New tax laws, new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients. Your guidance is needed to help clients navigate the new tax landscape now and get ready for upcoming tax changes.

This one-hour CPE course presented by experienced practitioners and instructor Barbara Weltman, J.D., will provide an update on critical year-end tax steps for businesses.

Upon successful completion of this course, you should be able to:

Identify the latest developments in federal taxation for businesses

Recognize and apply recent developments to year-end tax planning

Identify open tax questions and what to do now

Recognize strategies for businesses to minimize their tax bill

Level:UpdateInstructional Method:Group Internet-BasedNASBA Field of Study:TaxesProgram Prerequisites:A basic understanding of tax preparation.Advance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

This website is powered by ON24 to organize webinars (including communications, registrations, management and analytics) at the request of its clients in accordance with ON24 Privacy Policy. ON24 shares registration, attendance, analytics, questions and survey responses with their clients.; ADP uses this information, in accordance with its Privacy Policy.

This ON24 website uses cookies. If you continue to use this site and join webcasts without changing your settings, you consent to ON24’s use of cookies in accordance with their Cookie Policy.

NASBA Approved. Sponsor # 103021.

The Future of Sustainability Reporting: Unpacking the Revised ESRS for US Companies
2025-12-04 13:00 - 14:00
Webcast overview

Join our upcoming webcast, designed for US companies with European operations, for a detailed analysis of the proposed revisions to the European Sustainability Reporting Standards (ESRS) and what they mean for your business.

The European Commission is moving to simplify the ESRS framework. The European Financial Reporting Advisory Group (EFRAG) is set to issue its advice on the simplified rules on November 30, 2025.

In this session, we will explore:

Key Changes: An analysis of EFRAG’s proposed simplifications and revised data points.

Business Impact: The practical implications of these changes for US companies with EU-based operations and sustainability reporting strategy.

Future Outlook: A look at the timeline and key milestones to help you stay ahead of the final standards.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code VCNLHXWXZMD.

State and local tax update
2025-12-04 13:00 - 14:00
Join us for our complimentary, five-part webinar series featuring specialists from our tax practice who will provide an in-depth look at the current state of tax policy and discuss legislative and regulatory developments in the marketplace. These CPE-eligible sessions will help attendees stay up to date on the latest issues they should be aware of for the 2025 tax year, as well as provide insights into clients’ most frequently asked questions.

In this session, Baker Tilly tax specialists will provide an overview of state and local tax (SALT) provisions shaped by sweeping provisions in the OBBBA. Presenters will cover strategic year-end planning considerations, significant multi-state tax developments as well how state conformity to federal changes may affect planning decisions and compliance risks.

Learning objectives

Identify major SALT-related provisions in the OBBBA and their implications for 2025 year-end tax planning

Evaluate significant multi-state direct tax developments

Analyze state conformity challenges and how the influence SALT planning across jurisdictions

Who should attend

Business owners, CFOs, tax directors, vice presidents of tax, legislative directors, tax professionals and other financial executives

Can’t attend our webinar live? Register to receive a link to the recording.

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

A certificate of completion will be emailed to you four to six weeks after the event.

Level: Update

CPE credit: One (1) hour total credit

Field of study: Taxes

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly Advisory Group, LP 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: nasbaregistry.org.

Donor Love, Not Data Entry: Agentic AI in Action
2025-12-04 13:00 - 14:00
Unpack Agentic AI and its role in guiding nonprofits from concept to tangible impact.

Your donors didn’t fall in love with your mission because of spreadsheets. They care about connection, stories, and impact — and your team should have time to focus on that.

This session introduces Agentic AI, the next wave of automation that quietly handles repetitive tasks like donor entry, transaction coding and reconciliations.

We’ll walk through the full journey, including building buy-in, choosing the right use cases, driving adoption and measuring success to validate ROI. By the end, you’ll have clear next steps for scaling automation in a way that supports your mission and strengthens donor relationships.

Who Should Attend

Nonprofit executives, finance leaders, decision-makers and board members

Learning Objectives:

Define Agentic AI and identify where it creates value in nonprofit operations.

Evaluate AI use cases in finance and donor engagement.

Develop a phased plan to introduce and scale AI tools while building internal buy-in.

Evaluate ROI and present a clear business case for automation.

Speaker

Stacie Cornwell, Partner – Industry Leader, Nonprofit, Armanino Advisory LLC

Lauren Renninger, Director of Automation and AI, Armanino Advisory LLC

Brenda Kahler, Senior Director, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Information Technology)

To be awarded the full credit, you must attend for at least 50 minutes and respond to three out of the five polling questions asked during the program.

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino 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.

Closing Strong: 2025 Accounting Update and Year-End Readiness
2025-12-04 13:00 - 14:00
As companies prepare for their year-end financial statement audits, accounting and finance leaders must navigate challenges at the intersection of new technologies, regulation, and reporting accuracy. This one-hour CPE session will provide critical updates and practical guidance on navigating these complexities including AI in financial reporting, regulatory developments, and year-end challenges.

Riveron’s accounting advisory experts will share best practices and real-world examples to help accounting and finance functions improve efficiency, strengthen internal controls, and avoid costly pitfalls.

What You’ll Learn

How emerging forces such as AI, regulatory trends, and governance expectations are reshaping financial reporting and internal controls

The most common year-end pitfalls including process changes, overlooked valuations, recurring impairments, and delayed accounting assessments

Practical steps to strengthen internal controls and operational activities through better documentation, ownership, and cross-functional coordination

Proven best practices and real-world case studies that can help teams prepare for the year-end financial statement audit confidently

Quarterly government services webinar series
2025-12-04 13:00 - 15:00
Event overview

Topic 1

Strengthening IT controls for effective risk management in government operations

This session equips government professionals with the knowledge to identify and manage IT risks through effective general IT controls (ITGCs). Participants will explore how IT risk components intersect with operational goals such as service continuity, data integrity and regulatory compliance. The session also guides attendees in proposing enhancements to their control frameworks to ensure IT risk is proactively addressed within public sector mandates and accountability structures.

Topic 2

Unlocking efficiency: Outsourcing strategies for government operations

This session explores how outsourcing can help government organizations improve efficiency, reduce risk and redirect resources toward core public services like citizen engagement, service accessibility and community needs. Participants will examine the benefits and risks of outsourcing, consider how it aligns with strategic and operational goals, and discuss key factors that influence successful implementation, including governance, accountability and service quality.

CPE credits

RSM 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.

RSM 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: Specialized Knowledge and Applications | CPE: 1.0 credits

Private entity reporting – 2025 and beyond
2025-12-04 14:00 - 15:00
Webcast overview

Join us for an insightful webcast where KPMG professionals dive into the latest trends and emerging hot topics shaping accounting and financial reporting for private entities. Discover what’s driving change and what lies ahead. Gain practical perspectives, forward-looking insights, and strategies to help you navigate complexity and stay ahead in a rapidly evolving financial landscape.

Applicability

Private entities

Event contents

A market update from the KPMG Private Markets Group

ASUs effective for private entities in 2025

Recent FASB developments

Other hot topics of interest to private entities

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code PHNJ24B4DY3.

Navigating IRS Voluntary Disclosures: What Withholding Agents and Payors Need to Know
2025-12-04 14:00 - 15:00
Webcast overview

Are you concerned that your organization may have missed important tax filings, such as 1042/1042-S, 1099, or may have tax withholding omissions? Join us for an informative webcast that will demystify the IRS Voluntary Disclosure Program and help you understand how to proactively address tax compliance issues before they escalate into more costly problems.

KPMG LLP is pleased to invite you to a one-hour webcast featuring professionals from our Information Reporting & Withholding Tax Services and Washington National Tax. This webcast will cover essential elements of voluntary disclosure, including eligibility criteria and the step-by-step process for initiating a disclosure with the IRS.

Key agenda points include:

What is a Voluntary Disclosure?

Who is eligible to participate?

How to initiate a disclosure

Potential benefits and outcomes

Common pitfalls to avoid

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code KGNRCBCQ5SJ.

What’s Ahead in 2026: AI, Data, and the Outlook for Growth
2025-12-04 14:00 - 15:00
About this Event:

The year ahead promises to be a pivotal one for boards and executives setting corporate strategy. They will be navigating unpredictability in global markets; developments in artificial intelligence; and pressure for trusted, real-time data to be able to proactively jump on opportunities. Join speakers from Deloitte and Workiva to hear our expectations for 2026, including insights from a survey of roughly 1,600 in-person and virtual attendees of the 2025 Workiva Amplify conference.

After this event, you will be able to:

Describe why 2026 is a crucial one for leaders and boards to set the tone

Explain why data quality deserves as much attention as data security

Recall practitioners’ sentiments on the future of AI, data, and risk management

Workiva offers one CPE credit for this event.

What Quality Means for Auditors and Accountants: Perspectives from the PCAOB
2025-12-04 14:00 - 15:00
About this Event:

As regulatory frameworks adapt to rapid technological change, understanding the interplay between audit standards, data innovation, and preparer readiness has never been more critical. Join PCAOB Board Member Christina Ho and advisor Mike Willis for a forward-looking discussion on how oversight, innovation, and emerging technologies are reshaping audit and financial reporting.

Hosted by the SEC Professionals Group (SEC Pro), this session will explore how the impact of SEC oversight, regulatory shifts, technology, and an evolving profession are shaping expectations for the critical work of auditors, and how that impacts financial reporting professionals.

This session offers a rare opportunity to hear directly from a PCAOB board member and other seasoned experts about how the profession can stay aligned with evolving audit expectations and the ever important need for quality in audit and financial reporting.

This webinar is eligible for 1 CPE credit.

What Quality Means for Auditors and Accountants: Perspectives from the PCAOB
2025-12-04 14:00 - 15:00
As regulatory frameworks adapt to rapid technological change, understanding the interplay between audit standards, data innovation, and preparer readiness has never been more critical. Join PCAOB Board Member Christina Ho and advisor Mike Willis for a forward-looking discussion on how oversight, innovation, and emerging technologies are reshaping audit and financial reporting.

Hosted by the SEC Professionals Group (SEC Pro), this session will explore how the impact of SEC oversight, regulatory shifts, technology, and an evolving profession are shaping expectations for the critical work of auditors, and how that impacts financial reporting professionals.

This session offers a rare opportunity to hear directly from a PCAOB board member and other seasoned experts about how the profession can stay aligned with evolving audit expectations and the ever important need for quality audit and financial reporting.

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

Describe how PCAOB and SEC priorities intersect to shape the future of audit quality.

Evaluate how structured data, AI, and emerging technologies are transforming audit and reporting practices.

Recognize the evolving roles of auditors, preparers, and regulators in advancing audit innovation.

Apply insights from regulatory leaders to strengthen collaboration and readiness for technology-driven standards.

Credits: 1

Duration: 60 minutes

Field of Study: Accounting

More CPE information →
