The Pillar Two Side-by-Side Deal: What Does It Mean for MNEs and Where Do We Go From Here?
2026-01-13 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

KPMG LLP invites you to join an upcoming webcast on the OECD’s Pillar Two framework and the recent release of the “side-by-side” agreement. The guidance significantly changes the Pillar Two landscape by providing for an exclusion of U.S. parented groups from the Income Inclusion Rule (IIR) and Undertaxed Profits Rule (UTPR) under the “side-by-side” system, changes to the treatment of non-refundable tax incentives, and other safe harbors.

In this timely webcast, speakers from Washington National Tax will provide an in-depth analysis of the new guidance and practical implications for U.S. multinationals.

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 NQNF4744NJ7.

Tax credits update: The One Big, Beautiful Bill Act
2026-01-13 14:00 - 15:00
CPE Credit: 1 hour for CPAs

As we covered previously, H.R. 1 (also known as The One Big, Beautiful Bill Act ) has brought about significant changes and opportunities for numerous tax credits and deductions. Since then, new regulatory guidance has been released, as the environment surrounding this bill continues to shift. With tax time just around the corner, employers need to understand the impact these changes will have on their business from a tax and compliance perspective. Furthermore, ensuring a full breadth of knowledge and developing an actionable plan could present new opportunities for cost savings and strengthen the ability to support organizational tax strategy and maximize incentives.

Join us for an update as we set out to arm your business with the latest insights surrounding H.R. 1, what the future may hold surrounding this legislation and help equip you with what you need to know to unlock all the tax credit opportunities possible. More specifically, we will explore:

Legislative updates, including tax extenders and pending appropriations bills.

Recent IRS guidance, particularly surrounding R&D credits, FMLA, and overtime deductions.

Practical considerations for 2025 income tax returns, including employer and employee responsibilities.

Timelines and urgency for compliance, with a focus on actionable checklists for tax practitioners.

Join us today!

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.

Build Your Most Efficient Firm with Intuit ProConnect Tax Automation and Insights
2026-01-13 15:00 - 16:00
Description

In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879’s.

LEARNING OBJECTIVES

Identify the benefits of using ProConnect Tax

Identify time-saving features built directly into ProConnect Tax

Determine how to sign up for ProConnect Tax

Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity

Identify how to import QuickBooks data into a tax return

WHO SHOULD ATTEND?

Tax professionals that are interested in or new to the ProConnect Tax program

Course Level: BasicCourse Length: 60 MinutesPrerequisites: NoneDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1IRS CE: 1IRS Course ID: NESGF-T-00191-24-O

Intuit (Sponsor ID# 103311) 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.

Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

2026 global economic outlook: Navigating a bifurcated landscape
2026-01-14 11:00 - 12:00
The global economy enters 2026 under a cloud of persistent uncertainty and deepening fragmentation. Headline indicators suggest surprising resilience, yet the underlying picture is far more complex. A confluence of supply-side pressures: including renewed trade frictions, restrictive immigration policies, demographic headwinds, geopolitical tensions and accelerating technological change – is reshaping global economic dynamics.

Tariff expansions are already reshaping supply chains and disrupting trade flows, introducing structural inefficiencies and fueling cost pressures. These frictions are unfolding alongside constrained labor supply, just as investment in artificial intelligence (AI) and resilient consumer demand continue to buoy activity. While financial conditions remain broadly supportive, the increasingly divergent fiscal and monetary policies across major economies raises the risk of policy missteps and is fueling pressure on asset prices, currencies and commodities. Against this backdrop, global growth is gradually losing momentum, with uneven regional trajectories and reduced tolerance for shocks.

Join us for a forward-looking discussion of key geoeconomic themes that will shape the year ahead – offering strategic insights for businesses navigating the evolving economic terrain.

Key themes we’ll explore:

Trade frictions and tariff-driven supply chain disruptions

Restrictive immigration and demographic pressures on labor supply

AI investment and productivity growth

Divergent fiscal and monetary policy paths across major economies

Rising risk of structural inefficiencies and policy missteps

Sharp regional outlook divergences

Recognize current factors impacting the global economy and outlook

Identify likely future scenarios for inflation, growth, interest rates and geopolitical developments

Determine how to build resilience into your business based on macroeconomic factors

Panelists:

Gregory Daco, EY-Parthenon Chief Economist, Ernst & Young LLP

Marek Rozkrut, EY EU & CESA Chief Economist, EMEIA Economists Unit Head

David Li, EY Geostrategic Business Group, China Risk Consultant

Courtney Rickert McCaffrey, EY Global Geostrategic Business Group Insights Leader

Moderator:

Nadine Mirchandani, EY Global Deputy Vice Chair, EY-Parthenon Global Deputy Leader – Strategy and Transactions

2026 Board Committee Governance Priorities
2026-01-14 12:00 - 13:00
Join BDO and explore the top priorities and emerging trends shaping board committee agendas in the year ahead. Our panelists will share expert insights and strategic guidance to help you successfully navigate the complexities of today’s business environment and opportunities to sharpen your board governance focus.

Learning Objectives

Discuss trending risks and strategies within each committee’s purview including leading practices in responsibility allocation among committees

Highlight key questions directors should consider maximize boardroom effectiveness

Describe effective approaches to committee communications, collaboration, and reporting

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

BDO's Audit Innovation Survey: Key Findings & Insights
2026-01-14 12:00 - 13:00
Join us in a discussion where we share key findings and insights from BDO’s second annual Audit Innovation Survey including market perceptions on barriers to a smooth financial audit, expectations of audit firms, the tie between technology and trust in auditing, and the use of AI within finance & accounting.

Learning Objectives

Describe key findings and trends in the state of audit innovation, technological advancements in finance organizations, and its collective impact on the audit experience.

Describe challenges and opportunities finance orgs face around successful tech adoption and what finance leaders are prioritizing in the auditor selection process.

Determine actionable steps to address key challenges and opportunities in this space within their own finance organization.

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

Introduction to ProConnect Tax
2026-01-14 12:00 - 13:00
Description

In this course, you will see a demonstration of ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.

In addition to eliminating software installation and PC and network maintenance, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879’s.

LEARNING OBJECTIVES

Identify the benefits of using ProConnect Tax

Identify time-saving features built directly into ProConnect Tax

Determine how to sign up for ProConnect Tax

Recognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity

Identify how to import QuickBooks data into a tax return

WHO SHOULD ATTEND?Tax professionals that are interested in or new to the ProConnect program

Course Level: BasicCourse Length: 60 MinutesPrerequisites: NoneDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1

Intuit (Sponsor ID# 103311) 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.

Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

4 CPE - Accountant Connect Summit 2026
2026-01-14 12:00 - 16:00
CPE Credit: 4 hour for CPAs

The award-winning Accountant Connect Summit returns with exciting guests and a focus on thinking big.

Learn from noted economists, get ahead of tax and compliance changes, find out how the One Big Beautiful Bill will impact this year’s tax season, and better understand the impact of artificial intelligence (AI) and evolving technology on the profession.

Earn up to 4 free CPE credits.

12 p.m. ET

Welcome & 2026 State of the Economy

ADP EVP of North America and Chief of Operations, Joe DeSilva, will welcome Summit attendees. Then, Darren Root, co-founder of Better Everyday, chats with Nela Richardson, ADP chief economist, and Dan Parzych, SVP Analytics, Product and Innovation, Fiserv about the latest U.S. economic trends and outlook for 2026.

1 p.m. ET

2026 Tax & HR Compliance Updates

Dan Hood, editor-in-chief of Accounting Today, talks with Kelly Phillips-Erb, Taxgirl® and founder of ErbLaw, Jody Padar, the Radical CPA and co-founder of XcelLabs, and Amy Miller, CPA and ADP senior director of government affairs about the One Bill Beautiful Bill and the impact on this year’s tax season.

2 p.m. ET

Beyond Automation: The Strategic Power of AI in Accounting

Explore how AI empowers accountants to deliver predictive insights and deeper advisory value. Hear from Naomi Lariviere, Chief Product Owner, Shared Products, at ADP and David Hickey, Principal at Baker Tilly, as they examine how AI is transforming accounting from compliance-driven to insight-driven.

3 p.m. ET

Think Big. Lead Big.

Laci Buzelli, ADP Senior Vice President and General Manager of Small Business Services talks with former professional basketball player and entrepreneur, Shaquille O’Neal.

2025 AICPA & CIMA Conference Debrief: What Matters Most Going into 2026
2026-01-14 13:00 - 14:00
Join Riveron for a comprehensive webinar recap of the 2025 AICPA & CIMA Conference on Current SEC & PCAOB Developments. Over three days, accounting and finance leaders gathered in Washington, D.C. to hear directly from regulators, standard-setters, and industry experts about the latest shifts in financial reporting, audit quality, emerging risks (AI, cybersecurity), governance, and market dynamics. In this recap webinar, our team will distill the most important takeaways — what’s new, what’s coming, and what it means for CFOs, controllers, audit committees, and finance leadership teams. Whether you attended or couldn’t make it, you’ll leave better positioned to navigate the evolving regulatory landscape and prepare for 2026.

What You’ll Learn

Regulatory & Standard-Setting Highlights Key updates from SEC and FASB leadership and how upcoming changes may affect 2026 reporting.

AI, Internal Controls & Financial Reporting Risk How AI is impacting data integrity, controls, and documentation — and what to evaluate now.

Audit Quality, Fraud Risk & Audit Committee Expectations Shifts in expectations around audit quality, fraud risk, and what audit committees will prioritize next year.

Business Environment & Regulatory Risk How tax, trade, and economic developments may influence disclosures, estimates, and strategic planning.

What Finance Leaders Should Do Now Practical next steps to update risk assessments, shore up controls, and prioritize 2026 readiness.

This webinar will qualify for 1 CPE credit.

Building an AI-Ready Finance Function: Modern FP&A Before Modern ERP
2026-01-14 13:00 - 14:00
ERP migrations like SAP S/4HANA can take years—but with the pace of AI innovations, finance teams can’t afford to delay modernizing their financial processes or risk falling behind the competition.

That’s why leading experts now recognize that upgrading to an AI-powered planning and consolidation platform before your ERP can create immediate value and can help maximize the ROI of your S/4HANA investment.

Join us as we explore why this method is gaining traction among finance leaders and how it helps accelerate transformation and reduce risk during a full ERP migration.

What you’ll learn:• How ERP and AI-powered planning and consolidation fit together in a modern SAP-centric strategy• Three strategic paths finance leaders are considering for 2026• Tips for making the case to stakeholders to modernize financial processes first• Real-world examples of companies modernizing their financial processes before their ERP

If an SAP S/4HANA implementation is in your future, or if you’re unsure of how AI-powered finance platforms fit into that, this session is for you!

This webinar is eligible for 1 CPE credit.

Reason, risk and reward: A framework for thoughtful AI adoption
2026-01-14 14:00 - 15:00
Event overview

In an age of accelerating change, professionals face constant pressure to innovate responsibly. Artificial intelligence promises efficiency and insight—but how do you know when it is the right tool for the job, or when it might put your work reputation at risk?

This session was created to help RSM alumni navigate the grey areas between AI hype and opportunity, offering a practical lens for evaluating when, why and how to use AI responsibly. Through real-world examples and public case studies, we’ll explore how to balance opportunities for efficiency with ethical decision making, automation with accountability, and curiosity with caution.

By the end of this course, participants will explore AI confidently and responsibly, communicate transparently, and maintain client trust while embracing the tools reshaping modern work. We’ll examine this transparency from the viewpoints of yourself, your team and your clients.

Automate the grind: Transforming control testing with innovative AI solutions
2026-01-14 14:00 - 15:00
Description:

Efficiency meets intelligence. Join us to explore how innovative leaders are integrating AI to elevate precision, speed, and confidence in control testing, all while keeping the human element at the forefront. In this session, you will discover how forward-thinking organizations are leveraging the latest technologies to transform their internal controls programs. Learn how AI can streamline your processes by swiftly identifying discrepancies and automating time-consuming documentation tasks through enhanced testing methods and automated reviews of control evidence.

By seamlessly integrating with AuditBoard, these solutions provide users with a unified experience that enhances collaboration and efficiency across teams. You’ll gain practical insights and strategies to combat testing fatigue, boost audit quality, and empower your team to focus on what truly matters: delivering impactful results.

Learning objectives:

Understand the application of AI and automation in the realm of internal control testing.

Explore the benefits of incorporating industry insights into control testing to enhance accuracy and relevance.

Discover actionable strategies for implementing automated control testing within your organization.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing Q4 2025
2026-01-14 14:00 - 15:00
Join us for the CBIZ CPAs Insights: Quarterly Accounting and Financial Reporting Briefing, a webinar designed to keep you up to date on the latest hot topics, technical matters, and current events impacting financial reporting.

Our professionals will discuss recent developments and updates from key governance bodies, including the Financial Accounting Standards Board (FASB), the American Institute of Certified Public Accountants (AICPA), the Securities and Exchange Commission (SEC), and others. This informative session will ensure you stay informed and prepared for the evolving landscape of financial reporting.

Course Objectives

After completing this course, you will be able to:

Recall the latest developments and updates from major governance bodies such as FASB, AICPA, and SEC.

Summarize current technical matters and hot topics affecting financial reporting.

Discuss the practical implications of recent changes in financial reporting standards on your accounting practices.

Speakers

Ciro Buttacavoli, Managing Director, CBIZ

Melissa Henry, Director, CBIZ

2026 oil and gas industry outlook
2026-01-15 11:00 - 12:00
Key takeaways

Attendees will learn how the oil and gas industry is approaching 2026 amid shifting policies, rising costs, and expanding digital capabilities. The session will highlight five themes shaping the year ahead, including new liquefied natural gas opportunities, supply chain strategies, and the growing role of artificial intelligence (AI) across operations. We’ll discuss:

How evolving policies and technology are influencing investment and growth

How AI and automation are improving performance and decision-making

The implications of these trends for competitiveness and resilience in 2026

Clinical Documentation Excellence Pt. 2: Reimbursement & Revenue
2026-01-15 11:00 - 12:00
Clinical documentation plays a pivotal role not only in patient care but also in driving accurate coding, billing, and financial performance. Part Two of our three-part webinar series will explore how documentation impacts reimbursement, risk adjustment, and value-based care initiatives. Attendees will gain practical insights into aligning clinical and financial goals through collaborative documentation practices.

We’ll examine the expectations of payors, the importance of medical necessity, and how documentation supports diagnosis-related group (DRG) assignment and audit readiness. The session will also focus on aligning clinical teams and revenue cycle professionals to improve documentation for financial success.

Learning Objectives

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

Identify how documentation affects reimbursement.

Demonstrate ways to improve documentation to help support appropriate payment.

Discuss aligning clinical and financial goals through documentation practices.

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

EMPOWER 2025
2026-01-15 11:00 - 17:00
Description

Back by popular demand, Empower 2025: Tax Season Readiness is your single-day virtual conference designed to help you start the season with clarity and confidence. If you want a smarter, faster, and more efficient workflow this year, you’re in the right place.

Join us as our top experts break down the latest tax law changes and walk you through the newest Intuit product updates. They’ll cover everything you need to stay current and work more efficiently. You’ll jump-start your tax season with practical guidance you can put to work immediately. Let’s make this your strongest season yet.

Intuit (Sponsor ID# 103311) 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.

Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

Complexities in receipts sourcing and relief through alternative apportionment
2026-01-15 12:00 - 13:00
Key takeaways

The move to market-based sourcing and single sales factor apportionment, combined with evolving business models, has increased the complexity of state tax calculations. Taxpayers now face challenges in characterizing revenues and complying with varying state requirements, often leading to apportionment results that do not fairly reflect in-state business activity. We’ll discuss:

Proactive measures to seek relief from inequitable apportionment and treatment of unusual transactions

Common challenges in revenue characterization (e.g., services, intangibles)

When alternative apportionment methodology may be warranted

Setting the 2026 Audit Committee Agenda – Key Focus Areas for the Year Ahead
2026-01-15 13:00 - 14:00
We invite you to join our upcoming webinar, as our speakers delve into the key themes and guidance within Protiviti’s latest whitepaper, Setting the 2026 Audit Committee Agenda. This interactive session will guide you through strategic priorities and areas of focus for audit committees in the coming year, from cybersecurity and data privacy risks, to AI, culture, talent, technology transformation, the evolving role of internal audit and more!

Join us on January 15 as we explore the growing array of responsibilities and oversight expectations many audit committees are facing.

Learning Objectives:

Summarize the critical priorities for audit committees in 2026, including the ability to keep pace with cybersecurity and data privacy risks, AI, talent, and other topics.

Examine insights into the evolving strategy and priorities of the internal audit function and how the audit committee can support internal audit’s reinvention for the future.

Discuss how audit committees can periodically self-assess their performance.

CPE: 1 credit available for live attendance

*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: Auditing. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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.

Lease Modifications, Terminations, and Reassessments under ASC 842
2026-01-15 13:00 - 14:00
Learning Objectives

Understand the importance and advantage of ongoing lease and policy reviews.

Summarize the steps, calculations, and journal entries to record various lease changes and transactions.

Learn how to timely recognize lease portfolio changes and rectify mistakes.

ALIGN 2026: How High-Performing Executives Set the Stage for Exponential Growth
2026-01-15 13:00 - 14:00
If your organization feels like it’s constantly firefighting, if departments are pointing fingers instead of pulling together, or if you secretly feel like you’re not good at your job even though you’re giving it everything you’ve got—you’re not alone. Those are warning signs of misalignment.

Before you amplify your strategy with AI or advanced technology, your organization must be aligned around one thing: direction. Because when you layer innovation onto dysfunction, you don’t get transformation—you just get to chaos faster.

In this powerful executive session, you’ll discover how top CFOs and strategy leaders are setting themselves up for exponential growth in 2026 by:

✅ Clarifying their North Star so every department knows where they’re headed.

✅ Building cross-department alignment that turns friction into focused execution.

✅ Creating a culture where every leader owns results—not just reports on them.

You’ll also get an inside look at Lodestar’s Strategy Growth Accelerator, a proven framework that helps executives transform alignment into action—turning strategy from a PowerPoint into performance. Because growth doesn’t start with technology. It starts with alignment.

Who Should Attend: Perfect for CFOs, finance executives, and FP&A leaders who are ready to stop managing numbers – and start leading strategy

CPE Credits: 1.5 CPE creditsField of Study: Personal DevelopmentInstructional Method: Group Internet-Based

2026 Insurance industry outlook: Key trends and strategic insights for insurers
2026-01-15 13:00 - 14:30
As the insurance landscape continues to transform with regulatory changes, emerging risks and shifting market dynamics, it is more important than ever to be ready to face the year ahead. In this CPE-eligible webinar, join Baker Tilly’s insurance specialists for a fast-paced year-end recap and 2026 industry outlook. We’ll cover the hottest topics shaping the insurance industry; no deep dives, just the essentials you need to recap 2025 and start the new year off prepared and informed. In 90 minutes, we’ll discuss key emerging risks and practical risk management tips, must-know accounting and tax updates, digital and artificial intelligence (AI) trends, remediation insights and cryptocurrency developments.

Face an unknown future unfazed. Register now and gain actionable insights into key topics to inform your strategic planning and decision-making for the year ahead. Join us on Jan. 15 from 1-2:30 p.m. ET.

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

Baker 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.

Tune up your GovCon contract award process
2026-01-15 13:00 - 14:30
The Details

Successfully managing government contracts starts long before the award—your bid and proposal process sets the tone got compliance and performance throughout the contract lifestyle. Join CohnReznick’s experienced Government Contracting team as they share a Multipoint Inspection to prepare your organization for success throughout the contract lifecycle. The Multipoint Inspection will cover the full journey of a government award and provide contractors with critical factors to keep in mind as they continually redefine their approach to serving customers.

Designed for GovCon executives, accounting, procurement, finance departments, human resources, project managers, and all of those involved throughout the contract lifecycle, topics to be discussed include:

Steering wheel (Pursuits)

Owner’s manual (Requirements)

Engine (Systems and processes)

Safety systems (Security and compliance considerations)

Safety inspects/crash tests (Audit readiness)

Live webinar participants are anticipated to qualify for CPE credit.

Year-End Close: Overtime, Tips, Tax, & Tech-Driven Strategies
2026-01-15 14:00 - 15:00
Explore practical guidance for small to midsize businesses (SMBs) on overtime and tips, payroll, fringe benefits, and digital transformation.

Join the Outsourced Accounting Services team from Forvis Mazars for a webinar designed to help SMB leaders navigate the complexities of year-end close and tax compliance. This session will go beyond traditional processes to explore how automation and emerging technologies can transform your year-end close. Our panel will address common challenges, including overtime and tips, payroll processing, and fringe benefits, while demonstrating how cloud-based accounting platforms (NetSuite, Intacct, QuickBooks Online, Xero) and digital tools can streamline workflows, reduce errors, and save time.

We’ll delve into actionable steps, compliance pitfalls, technology tips, and outsourcing resources to help you prepare for reporting deadlines and regulatory requirements with confidence. Whether you’re a business owner, controller, or CFO, this session will equip you with practical insights and tools for a smooth, efficient, and future-ready year-end close.

Learning Objectives

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

Identify and address key compliance issues in payroll, overtime, tips, and fringe benefits, including W-2 reporting and recent regulatory changes.

Use cloud-based accounting platforms and digital tools to help streamline year-end close processes.

Apply practical strategies for preparing accurate reports for auditors, tax preparers, and regulators, and avoid common pitfalls that can delay the year-end close.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Speed to value starts here: Transforming back office for the future
2026-01-15 15:00 - 16:00
Event description

In today’s fast-moving business environment, speed to value—the ability to turn ideas into revenue quickly—is a critical competitive advantage. Yet, many organizations are held back by outdated finance and HR systems that can’t keep pace with growth or evolving business models. These legacy platforms often create inefficiencies, manual workarounds, and rising costs, making transformation seem daunting.

Join us for an upcoming webcast to explore how modernizing your back-office systems can unlock agility, reduce complexity, and accelerate ROI. Our experts will share practical strategies for overcoming barriers to change, aligning technology with business goals, and building a roadmap for sustainable growth.

Date and time

Thursday, January 15, 20263:00 PM ET – 4:00 PM ET

Recommended CPE credits

1

Learning objectives

Define “speed to value” and its importance in today’s dynamic business environment.

Recognize the risks and inefficiencies of legacy finance and HR systems and their impact on scalability.

Identify strategies to overcome barriers to modernization and reduce resistance to change.

Evaluate approaches for aligning technology with evolving business models to streamline processes and improve ROI.

Recognize actionable steps for planning and executing back-office transformation that accelerates value realization.

2026 chemical industry outlook
2026-01-16 11:00 - 12:00
Key takeaways

Attendees will learn how the chemical industry is approaching 2026 amid evolving markets, rising costs, and accelerating digital transformation. The session will highlight five themes shaping the year ahead, including profitability, supply chain resilience, and the growing role of artificial intelligence (AI) and innovation across operations. We’ll discuss:

How innovation and technology are driving competitiveness and growth

How AI and automation are improving performance and decision-making

The implications of these trends for efficiency and resilience in 2026

Helping boards raise expectations of the risk management function
2026-01-20 10:00 - 11:00
Description:

Enterprise risk management (ERM) has evolved dramatically over the past two decades, from a reactive, box-ticking process to a proactive, decision support framework that helps organizations navigate uncertainty and seize opportunities. While boards have a legal duty to ensure risks are managed, they often struggle to ask the right questions or evaluate the effectiveness of risk management.

To bridge this gap, IIA Norway’s Risk Management Network developed practical guidelines designed to empower boards to challenge and improve risk management. These guidelines are concise, jargon-free, and supported by clear explanations, making them an accessible and powerful governance tool. The guidelines are based on international principles, including the fiduciary duties of care and loyalty, as well as the duty to monitor. These are recognised principles in Western jurisdictions and incorporated into civil law.

In this webinar, three of the experts behind the guidelines will present key elements of the document and share practical suggestions on how boards, as well as second and third line functions, can use these questions to elevate risk management practices.

Learning objectives:

Understand the key elements of a proactive ERM function.

Recognize the board’s responsibilities for risk oversight.

Participants will also receive access to the full guidelines, enabling them to challenge and improve the existing risk management structure within their organizations.

CPE credit(s): 1

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Higher Education Outlook: 2026 & Beyond
2026-01-20 11:00 - 12:00
This webinar will explore strategic issues as we dive into our 2026 Annual Higher Education Outlook. Key themes will include ongoing financial challenges, the eroding value proposition, technological changes and their implications, as well as social and cultural factors that may impact operations. Our experienced professionals from Forvis Mazars will address a wide-ranging set of topics they’re hearing about “in the field,” including the forthcoming enrollment cliff, mergers and acquisitions, programmatic decisions, leadership best practices, workforce challenges, and the One Big Beautiful Bill Act (OBBBA). This session is designed to support institutions in looking beyond 2026 to identify opportunities for growth and long-term sustainability.

Learning Objectives

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

Describe the primary challenges facing the higher education industry in 2026.

Identify one to two areas of opportunity for your institution.

Compare and contrast the 2026 operating environment with other moments in higher education history.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Mexico and Chile tax reform: Preparing for the digital future
2026-01-20 11:00 - 12:00
Webcast overview

The digital economy is rapidly reshaping business operations in Mexico and Chile, prompting tax authorities to introduce significant reforms aimed at tightening controls on digital commerce and cross-border transactions. On this webcast, tax professionals from KPMG US and KPMG member firms will share essential insights into these reforms including:

Mexico’s 2026 digital platform reform: Expanded VAT and income tax withholding, plus new e-invoicing and real-time data requirements and updates to administrative rules applicable to this reform.

Mexico’s enhanced digital enforcement: Measures against avoidance schemes and increased excise taxes on online betting and video games with violent content.

Chile’s new VAT marketplace rules: Clarifying platform operator liability for low-value goods transactions.

Chile’s simplified VAT compliance: Guidance on reporting and registration for foreign sellers and remote sales platforms.

Don’t miss this opportunity to gain key insights and prepare your business for the future of tax compliance in the Latin America region.

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 FMNJQ5C76PX.

Insurance Industry Symposium
2026-01-20 12:00 - 13:00
Webcast overview

We are pleased to invite you to the KPMG Insurance Industry Symposium. This virtual event will feature timely updates on insurance industry issues from KPMG subject matter professionals. During this webcast, we will discuss:

Agenda

State of the Insurance Industry

Explore the state of the insurance industry, highlighting shifting market dynamics, regulatory developments, technology innovation, and strategic priorities shaping the year ahead.

Economic Outlook for 2026

Discuss the economic trends shaping the insurance industry, understand their impact, and learn the key insights you need to stay informed and competitive.

Building a Future-Ready Insurance Workforce

Examine the evolving insurance workforce, addressing talent acquisition and retention, the impact of AI on roles and skills, and strategies for building a future-ready organization.

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 N4N45PFFHKS.

Quarterly Insights: Financial Services Q4 2025
2026-01-20 12:00 - 13:00
Join us for an in-depth discussion of our Q4 2025 winter newsletter, where we will present key findings and insights from the latest industry analysis. This session will highlight emerging trends, regulatory developments, and strategic challenges shaping the banking and financial services landscape. Our team will share perspectives on market performance and future outlook, providing actionable takeaways for decision makers across the sector. The webinar is designed to equip leaders with a clear understanding of the current environment and its implications for the year ahead.

Learning Objectives

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

Analyze the key findings from the Q4 2025 winter newsletter to understand current market dynamics.

Evaluate the impact of regulatory changes, economic conditions, and emerging risks on financial institutions.

Identify strategic opportunities and challenges facing banks and financial service providers in the near term.

Apply insights to inform decision making and help strengthen organizational resilience in 2026.

Subscribe to our Financial Services emails to be the first to receive the newsletter.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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