Free Live CPE Calendar

GASB 87/96 Lessons Learned for SFFAS 54: Lease Accounting Transition Advice from the Experts
2025-12-11 11:00 - 12:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Learning Objectives

Completeness of Population: Discover best practices for initial scoping/population determination for both leases and SBITAs, and how to structure inter-departmental discussions to ensure you find every contract (a common pain point!).

Defining the Arrangement: Clarifying the complex areas of short-term leases, contracts that transfer ownership, and applying state-mandated materiality thresholds.

Real-World Application: Practical insights on key calculations like Lease Term (renewal/termination options), discount rates, and the measurement of the lease liability and asset.

The Federal Hurdle: Insights into the upcoming SFFAS 54 embedded lease implementation, and how lessons from GASB 87/96 can inform your strategy.

Tackling State & Local Tax Challenges in the Gaming Industry
2025-12-11 11:00 - 12:00
Gaming companies must deal with complex industry-specific state and local taxes, which vary based on their operational presence, whether physical, online, or both. Key concerns include income/franchise, gross receipts, sales and use tax, personal property, and state-specific gaming obligations, with emerging challenges related to digital assets as unclaimed property.

Join BDO State & Local Tax and Gaming & Leisure professionals for an insightful webcast addressing these critical issues within the industry. We’ll focus on broader matters facing the entire industry, as well as state-specific guidance.

Learning Objectives

Identify key sales and use tax challenges unique to gaming companies.

Describe how digital assets within gaming may be classified and managed as unclaimed property.

Summarize recent legislative and regulatory developments impacting the gaming industry.

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

Bite-Sized Briefings: CPE for Healthcare & Higher Ed
2025-12-11 11:00 - 12:00, 2025-12-10 12:15 - 13:15, 2025-12-10 11:00 - 12:00
Join Forvis Mazars for a virtual lunch and learn event designed to deliver insights and continuing education for professionals in the healthcare and higher education sectors. Each session will feature discussions from our experienced professionals on trending industry topics, including regulatory and tax updates, GASB and FASB developments, board governance, and emerging technologies like hyperautomation and artificial intelligence (AI). Join us for concise, high-impact learning tailored to today’s evolving landscape.

Learning Objectives:

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

Understand Key Regulatory & Tax Updates

Identify recent changes in federal and state regulations affecting healthcare and higher education.

Evaluate the implications of tax reforms and compliance requirements for sector-specific operations.

Explore GASB & FASB Developments

Interpret new and upcoming standards from GASB and FASB.

Assess the impact of accounting changes on financial reporting and audit readiness.

Strengthen Board Governance Practices

Examine best practices for board oversight and fiduciary responsibilities.

Discuss strategies for enhancing transparency, accountability, and stakeholder engagement.

Assess Emerging Technologies in the Sector

Define hyperautomation and its applications in healthcare and higher education.

Analyze the role of AI in improving operational efficiency and decision making.

Apply Insights to Real-World Scenarios

Translate technical updates into actionable strategies for organizational improvement.

Describe challenges and solutions for adapting to the evolving landscape.

CPE Information

6.00 CPE Credit(s) (pending approval)

6 CPE credits (pending approval) in the Specialized Knowledge and/or Taxes fields 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.

What’s Next for Construction Technology in 2026
2025-12-11 10:00 - 11:00
The construction industry is evolving rapidly, driven by digital transformation, connected workflows, and data-driven decision making. Join us for an exclusive webinar as we explore the top technology trends shaping 2026 and what these may mean for your business. We’ll recap key insights from the recent Trimble Dimensions User Conference, highlight innovations within Trimble Construction One, and share practical strategies to help you stay ahead in an increasingly competitive market.

Learning Objectives

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

Describe some of the biggest tech trends impacting construction in 2026.

Explain how Trimble Construction One is enabling connected, data-driven workflows.

List lessons and highlights from Trimble Dimensions you can apply today.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Computer Software and Applications 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.

14CPE - Ensuring Success 2025
2025-12-11 09:00 - 17:00, 2025-12-10 09:00 - 17:00
Earn up to 14 Free Hours of CPE, December 10-11, 2025

The Most Engaging Continuing Education Sessions in the Profession

Meet Year-End CPE Requirements From Any Device

An exciting lineup of well-known speakers in the accounting profession will meet at AMS Pictures in Dallas, TX, on December 10 and 11 to broadcast two days of live, interactive continuing education sessions.

Ensuring Success Facts

Ensuring Success is in its 11th year

Live-streamed from AMS Pictures in Dallas, TX

Live streaming for two full days

Earn the CPE credits you need to meet year-end requirements

Fantastic lineup of well-known leaders in the accounting profession

Outstanding educational opportunity for accountants

No cost!

No travel!

No hotel!

No rushing from session to session!

Some sessions also qualify for IRS CE credit

2025 CPE/CE Credit

How to Claim

When you attend a session during the event, you will receive 3 codes during the broadcast of each session. To claim your CPE and/or CE credit, be sure to write them down so you can prove your attendance and get your certificate. Click the button below to claim your credit during or after the event. You don’t need to hurry and do this after each session – you may do this up to a year later. You must have already REGISTERED to claim credit, or you may do that now.

Thanks to Our 2025 Sponsors

editor@cpapracticeadvisor.com

Closing Out 2025: Healthcare Financial Reporting Key Considerations
2025-12-10 15:00 - 16:00
Join Forvis Mazars for a roundtable on essential healthcare financial reporting topics, including the One Big Beautiful Bill Act (OBBBA) updates, artificial intelligence (AI) governance, and year-end accounting standard changes. Gain practical insights to help your organization stay ahead in a complex and dynamic environment.

Learning Objectives:

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

Identify key changes in accounting standards and regulatory requirements that impact year-end reporting.

Discuss the New Markets Tax Credit (NMTC) Program and examine governance considerations related to AI in organizational decision making.

Analyze current expectations and best practices for community benefit programs and Community Health Needs Assessments (CHNA).

CPE Information

1.00 CPE Credit(s) (pending approval)

1 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.

2025 employment tax year in review
2025-12-10 14:00 - 15:30
In this webcast, our employment tax professionals will discuss the following common areas of year-end payroll and employment tax concern:

2025 and 2026 federal and state tax rates and limits

IRS guidance on taxation and reporting of paid family and medical leave insurance benefits

One Big Beautiful Bill Act (OBBBA)

Fringe benefits

Form 1099 withholding and reporting

Employer tax credits

Changes to catch-up contributions under the SECURE Act 2.0

Federal and state unemployment insurance developments

State and local income tax withholding developments

Highlights from our 2025 payroll year-end checklist

1.5 RCH credit is available to Certified Payroll Professionals (CPP) and Fundamental Payroll Certification (FPC) professionals.

Panelists

Fred Branditz, Employment Tax Advisory Services, Ernst & Young LLP

David Howard, Employment Tax Advisory Services, Ernst & Young LLP

Gino Petrozzi, Employment Tax Advisory Services, Ernst & Young LLP

Stephanie Pfister, Employment Tax Advisory Services, Ernst & Young LLP

Debera Salam, Employment Tax Advisory Services, Ernst & Young LLP

Rachael Walker, Compensation & Benefits, Ernst & Young LLP

Kaitlin Wrenn, Employment Tax Advisory Services, Ernst & Young LLP

Moderator

Jennie DeVincenzo, Employment Tax Advisory Services, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax

M&A Tax: Year-end planning considerations for compliance and provision
2025-12-10 14:00 - 15:00
Webcast overview

As the 2025 calendar year-end approaches, companies should start thinking about transactions that may have occurred during the year and the impact of those transactions on the 2025 tax provision as well as related compliance requirements. There are also items to keep in mind to assist in efficient tax planning for what 2026 may bring.

Please join professionals from the KPMG M&A Tax and State and Local Tax practices, as they discuss:

Distributions, including the determination of what portion of a distribution is treated as a dividend versus return of capital versus capital gain for U.S. federal as well as state income tax purposes.

Potential limitations on the ability to utilize tax attributes, including the Ownership Change rules under Section 382 and the rules under Section 384, which limit the use of preacquisition losses to offset built-in gains.

Considerations with respect to the changes to Section 174 as enacted by the One Big Beautiful Bill Act and its impact on the net unrealized built-in gain/loss computations for Section 382 limitation calculations.

Common tax considerations that arise in the context of a stock disposition as well as some of the more complex rules that may require further analysis when calculating stock basis.

After registering, you will receive details on how to log in to the webcast or dial in for audio only. Continuing professional education (CPE) credit is available to U.S. participants who meet the eligibility requirements.

We hope that you can join us for this event!

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code ZNNJPS9SSJR.

AI & Tax Strategy for Law Firm Innovation
2025-12-10 14:00 - 15:00
This webinar will explore how law firms can strategically adopt artificial intelligence (AI) technologies and navigate evolving tax law landscapes to enhance operational efficiency and data governance. Attendees will gain insights into building board-level business cases for AI adoption, implementing secure data policies, and leveraging tools like Copilot for reporting and decision making. The session will also cover the implications of the One Big Beautiful Bill Act (OB3 or OBBBA) for law firm partnerships and provide practical guidance for CFOs and controllers preparing to present AI strategies to governing boards.

Learning Objectives

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

Recognize how to develop and present a board-level business case for AI adoption.

Identify key considerations for implementing AI responsibly within law firm environments.

Outline strategies for securing client and operational data in AI platforms.

Apply generative AI prompts for actionable reports and insights for firm leadership.

Describe the impact of OB3 on law firm structures and partnership responsibilities.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 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.

ASC 740: Mastering Year-End Reporting
2025-12-10 13:00 - 14:00
Join us for an informative webinar to get you ready for the challenges presented by the upcoming year-end financial reporting process. This is your opportunity to be prepared after the adoption of the new income tax disclosure requirements under ASU 2023-09 and the ASC 740 implications of the tax law changes enacted under the One Big Beautiful Bill Act (OBBBA).

ASC 740 is a critical standard that governs how companies account for and report income taxes in their financial statements. This guidance applies to a wide range of organizations, including C corporations, publicly traded companies, and any other entities required to prepare U.S. GAAP-compliant financial statements. Even privately held companies and multinational businesses can be significantly affected by ASC 740 requirements.

Why Attend?

Gain practical insights regarding common complexities and challenges encountered in applying the ASC 740 guidance.

Learn about how companies are working to adopt the new income tax disclosure requirements under ASU 2023-09 and considerations for your implementation process.

Develop a deeper understanding of the ASC 740 implications with regard to OBBBA and how the law changes may impact your year-end financial reporting process.

Hear advice from our ASC 740 experts on recent updates and shared challenges.

Whether you are a finance leader, tax professional, or accounting manager, this webinar will provide practical insights to strengthen your business’s approach to income tax accounting and financial reporting.

Speakers

Katy Daiell, Tax Managing Director – CBIZBrad Jolie, ASC 740 Practice Co-Leader – CBIZBobby McGuiness, ASC 740 Practice Co-Leader – CBIZ

Future-Ready Financial Operations: Top Predictions for 2026
2025-12-10 13:00 - 14:00
As we head into 2026, the pace of change in finance and accounting (F&A) is only accelerating. Are you prepared for what’s next? This webinar goes beyond the headlines to offer a practical look at the trends that will define the future of F&A. We’ll explore the real-world impact of AI, the evolving role of cybersecurity, and what it all means for your team and your business.

Learning Objectives

After this webinar, you will be able to:

Identify the key F&A events of 2025 and their impact.

Explain 2026 trends and how they translate into practical opportunities for your organization.

Describe how to create a strategic advantage by embracing the future of finance and accounting.

Provided by

Closing the books: Year-end insights for Dynamics SL
2025-12-10 13:00 - 14:00
Event overview

Your year-end close doesn’t have to be painful! RSM will help you navigate all the latest changes so you can move through the year-end process in Dynamics SL more efficiently.

Join us for our annual Microsoft Dynamics SL year-end close webinar, presented by our Dynamics SL support manager, Randy Andrews. This valuable, complimentary webinar focuses on year-end processing and includes a Q&A session.

Presenter

Randy Andrews | Manager, Dynamics SL | RSM US LLP

Learning objectives

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

Describe the steps involved in the year-end process in Dynamics SL.

Explain how to process Form 1099s in Dynamics SL.

Explain how to process Form W-2s in Dynamics SL.

Identify and avoid common issues related to month-end and year-end processes.

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: Accounting | CPE: 1.0 credits

Tax Policy Outlook for 2026
2025-12-10 13:00 - 14:00
The ink is barely dry on the One Big Beautiful Bill Act and the tax landscape is already shifting. IRS operations and the prospects for a year-end tax package have both been impacted by the government shutdown. Pillar Two negotiations are coming down to the wire, with significant implications for multinationals. Lawmakers are pushing for bipartisan action on a range of tax priorities, including the tax treatment of digital assets and a proposed excise tax on outsourcing.

Join us for a panel discussion on the latest policy outlook and what it means for your tax planning. Our tax professionals will discuss the current legislative landscape, including considerations around a potential second reconciliation bill, the outlook for bipartisan year-end tax priorities, and the latest IRS guidance initiatives. We’ll also explore IRS updates related to the recent government shutdown and much more.

Don’t miss this opportunity to gain actionable insights. Register today and bring your questions for our Q&A session.

Learning Objectives

Analyze recent tax policy developments and their potential impact on tax planning strategies.

Evaluate the implications of government shutdowns and IRS operational changes for compliance and reporting.

Discuss key legislative priorities, including the tax treatment of digital assets and proposed excise taxes on outsourcing.

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

Strategic Planning and Savings Opportunities
2025-12-10 13:00 - 14:00
In the second part of our series, we shift focus to strategic planning and tax saving opportunities while considering recent state income tax developments. Our State Income Tax professionals will offer proactive strategies to help mitigate your state income tax liabilities while maintaining compliance with your tax obligations. We’ll explore savings and planning considerations relating to, among others, calculating the state income tax base and apportionment factors, restructurings, and other similar savings concepts. Don’t miss this opportunity to stay ahead of the curve and enhance your state income tax strategy.

1.0 CPE Credit in the field of Taxes (TX)

Learning Objectives

Identify proactive strategies to mitigate your state income tax liabilities.

Recognize how to leverage state tax developments to minimize state income tax burdens while maintaining full compliance.

Determine savings ideas that may apply to your business in calculating the state income tax base, apportionment factors, and other areas.

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

5 CPE - 2025 Alternative Investments Virtual Conference
2025-12-10 12:00 - 17:30
Join us for our annual Alternative Investments Conference for insights into industry opportunities, key trends, and potential upcoming challenges.

Our virtual conference will feature leading industry professionals who will address important strategies to help you stay ahead of upcoming, regulatory and tax changes—and the latest developments related to alternative investments.

Dennis Kelleher will be the keynote speaker this year. Dennis is the cofounder, president, and CEO of Better Markets, the leading Washington DC-based not-for-profit fighting for an economy that works for all Americans.

Key topics include:

Industry tax overview including the One Big Beautiful Bill Act and Qualified Small Business Stock

Trends in alternative investments

Regulatory updates

AI and how it impacts accounting and finance in the alternative investments industry

Insight into the future state of defense and aerospace industries

See a detailed agenda and speaker bios here.

EBP Insights and Fiduciary Responsibilities
2025-12-10 12:00 - 13:00
Learn what key takeaways from the filing year are reshaping employee benefit plans (EBP) and fiduciary duties in this panel-led discussion that will provide insights gained from 2024 audits, perspective on the impacts of executive orders, and strategies for the coming year.

Join us for our webcast, EBP Insights and Fiduciary Responsibilities, where our professionals will lead an interactive panel discussion and provide insights on:

Automation and AI and their role in transforming EBP audits

Recent audit findings and how they’ll influence on future considerations

Regulatory shifts and their impact on fiduciary responsibilities

Chief Audit Executive Outlook for 2026: Navigating the Shifting Economic Landscape
2025-12-10 11:00 - 12:30
Webcast overview

Trade policy, immigration, tax policy, and AI are strongly influencing the economic environment across all industries. As audit executives engage with board members to plan their 2026 agendas, shifts in the economic landscape will influence their areas of focus. What scenarios might be possible and how can businesses best prepare for each one?

Join KPMG for an exclusive economic update tailored specifically for audit committee members, chief audit executives (CAEs), internal audit and SOX professionals, and risk decision-makers. During our webcast, KPMG Senior Economist Ben Shoesmith will provide an in-depth analysis of the current US and global economic landscapes and the key factors influencing future trends.

Following Ben’s presentation, leaders from the KPMG Internal Audit & Controls and Risk Services groups will share their insights on the economic forecast and its implications for 2026 planning.

Specifically, we will discuss:

Macroeconomic environment for enterprises as they end 2025 and look towards 2026

Topics for CAEs to engage with audit committee members as they prepare for 2026

Potential risks and considerations for internal audit, SOX, and enterprise risk management, as they relate to economic scenarios for 2026

Leading practices to monitor macroeconomic indicators and their impacts on the enterprise in order to better position internal audit activities to address the risks that matter most

How to enhance your SOX risk assessment processes to incorporate external risk factors.

Continuing education

There will be 1.5 continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

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 D4NQX7BR5G4.

IFRS® Institute: Year-End Update 2025
2025-12-10 11:00 - 12:00
Webcast overview

This 60-minute IFRS Accounting Standards webcast will cover the latest updates in IFRS Accounting standards, including:

Practice issues related to the adoption of IFRS 18 and IFRS 19.

Highlights from the 2025 AICPA Conference and regulatory developments relevant to Foreign Private Issuers,

Newly effective standards and amendments,

Activities of the Interpretations Committee, and

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 QWNXC33P5VG.

Internal audit’s role in strengthening AI governance
2025-12-10 11:00 - 12:00
Key takeaways

As executive teams double down on artificial intelligence (AI) innovations, many organizations are beginning to establish AI governance frameworks—or, in some cases, have not started. Internal audit can serve as the seatbelt for a company that already has the accelerator to the floor with its AI pilot programs. We’ll discuss:

General guidance for enterprises starting their AI governance journey

How internal audit’s role is evolving to include navigating the opportunities and risks of AI

Practical steps internal audit can take now to develop an AI governance framework

Profits not pilots: scaling AI across the retail enterprise
2025-12-10 11:00 - 12:00
The retail industry must address a critical transformation, moving from isolated artificial intelligence (AI) pilots to enterprise-wide adoption. This evolution demands a strong architectural foundation, seamless integration and a clear strategic vision. Enterprise AI has become the key to transforming operational and market complexity into confident and profitable outcomes. In this webcast, we explore how broader AI adoption can empower retailers to make smarter decisions, enhance experiences and unlock value across the entire retail ecosystem.

Participants will:

Understand the importance of moving beyond pilot projects to implement AI solutions at an enterprise level, helping to ensure scalability and profitability.

Gain insights into the rise of AI-native platforms and how they are reshaping retail operations, enhancing efficiency and customer engagement.

Explore how significant capital investments are being made by leading tech companies in AI infrastructure, highlighting the competitive landscape and the urgency for retailers to invest similarly.

Recognize the strategic imperatives for retail leaders in adopting AI technologies, including the need for a robust AI agenda to stay relevant in a rapidly evolving market.

Maximizing exit value in today’s M&A market
2025-12-10 10:00 - 11:00
Event description

In an M&A environment defined by investor caution, fierce competition, and shifting valuation dynamics, exit preparation has become a decisive factor in deal success. Management teams and sponsors who treat sell-side diligence as a strategic lever—not a final step—are consistently achieving stronger outcomes.

Join Grant Thornton and Stax professionals as they unpack how data-backed sell-side market studies help sharpen positioning, anticipate buy-side scrutiny, and create smoother, value-driven exits.

Date and time

Wednesday, December 10, 202510:00 AM ET – 11:00 AM ET

Recommended CPE credits

1

Learning objectives

Evaluate how sell-side diligence frameworks impact valuation outcomes and deal readiness.

Apply data-driven approaches to identify and mitigate buyer risks during exit preparation.

Analyze the components of a sell-side market study and its role in strengthening the management narrative.

Create a practical action plan to enhance exit readiness and support post-transaction integration.

OB3 Impacts: Tax Planning Opportunities
2025-12-10 10:00 - 11:00
Join the International Tax team from Forvis Mazars for sessions focused on new legislation from the One Big Beautiful Bill Act (OB3 or OBBBA) impacting multinational enterprises (MNEs). These informative presentations are designed to deepen technical understanding and provide practical planning insights for CFOs, VPs of tax, tax directors, controllers, and those seeking to learn more about OB3.

Our fifth webinar offers a high-level overview of key legislative changes, followed by a deep dive into a real-world case study that illustrates how these provisions can interact in surprising ways, sometimes leading to unintended tax consequences. Through practical scenarios and fact patterns, we’ll highlight how modeling tools like our OB3 modeling tool can help uncover risks and opportunities that may not be obvious at first glance. Whether you’re preparing for year-end compliance or advising clients on strategic planning, this session will equip you with insights to navigate OB3’s complexities with confidence.

Learning Objectives

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

Recognize the key changes in OB3’s international tax provisions.

Analyze real-world scenarios and tax implications.

Prepare for year-end compliance and strategic planning.

CPE Information

1.00 CPE Credit(s) (pending approval)

One 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.

Navigating Broadband Funding & Federal Compliance for Telecom Providers
2025-12-09 15:00 - 16:00
As federal broadband initiatives continue to expand, telecommunications companies are presented with unprecedented funding opportunities to bridge the digital divide. However, these opportunities also come with complex compliance obligations that can impact eligibility, operations, and long-term viability.

Join Forvis Mazars for an in-depth webinar designed to help telecom providers understand the intricacies of federal broadband funding programs, along with the compliance requirements. Our experienced professionals will explore:

Procurement rules and best practices for maintaining compliant vendor selection.

Suspension and debarment risks, including what triggers them and how to avoid them.

Strategies for integrating compliance into your funding life cycle.

Whether you’re applying for the Broadband Equity, Access, and Deployment (BEAD) or Rural Digital Opportunity Fund (RDOF) programs, or other federal programs, this session aims to provide the knowledge and tools needed to tackle funding and compliance requirements with confidence.

Learning Objectives

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

Discuss the core compliance requirements tied to federal funding, with a focus on procurement standards and documentation best practices.

Recognize the implications of suspension and debarment, including common triggers and how to proactively mitigate risk.

Apply practical strategies to align internal processes with federal grant compliance frameworks.

Evaluate organizational readiness for managing federal broadband funds and maintaining long-term compliance.

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.

Retail Reset: Sector Signals & Strategic Shifts for 2026
2025-12-09 15:00 - 16:00
2025 was a year of recalibration for retailers and consumer product companies—marked by shifting consumer behaviors, inflationary pressures, and supply chain pivots. As the industry looks ahead to 2026, leaders are navigating a landscape shaped by AI-powered intelligence, logistics innovation, and evolving customer expectations.

Join BDO’s Retail & Consumer Products team for a fast-paced, insight-rich webcast that unpacks the year’s financial performance, external disruptors, and the trends poised to reshape the sector in the year ahead.

Whether you’re advising clients, leading strategy, or staying sharp on sector signals, this session will equip you with the foresight and context to plan for what’s next.

Learning Objectives

Explain key financial and performance trends from 2025.

Identify external forces—from tariffs to OBBA—that impacted the industry.

Analyze 2026 trends in AI, supply chain innovation, and customer engagement.

Assess how these shifts may influence strategy, operations, and client conversations.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

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

Executive Presence Unleashed: The Internal Auditors' Guide to Building Relationships
2025-12-09 15:00 - 16:00
Building strong relationships and demonstrating executive presence are essential for success in internal audit. This webinar focuses on the critical skills needed to influence stakeholders, foster trust, and lead with confidence.

Join us for an engaging session where industry leaders will share insights and practical strategies to help you enhance your executive presence and build meaningful relationships within your organization. While aimed at intermediate-level internal audit team members, the course will remind experienced professionals that relationships are built with different levels of experience and will validate best practices for all team members to be successful at fostering positive communication at all levels.

1.0 CPE Credit In the field of Auditing.

Learning Objectives

Identify methods and opportunities to establish and maintain trust and credibility within your organization.

Define the key components of executive presence and how to cultivate them.

Describe techniques for building and maintaining effective relationships with stakeholders.

Discuss best practices for clear, confident, and impactful communication.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

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

GASB A&A Update - PM Session
2025-12-09 14:15 - 17:00
Event Overview

The GASB continues to refine financial reporting by issuing new accounting standards each year. Stay ahead of the latest developments with our Governmental Accounting Standards Board (GASB) Audit & Accounting Update. This session will provide a comprehensive overview of recent and upcoming standards, as well as ongoing GASB projects. Additionally, we will explore common financial reporting errors and hot topics related to ethics. Join us to stay informed and prepared for the evolving financial reporting landscape. See website for CPE details.

Topics Covered:

Recent Governmental Accounting Standards Board Statements (GASBs): A look back at GASB Statements No. 101 and 102, covering compensated absences and disclosure of certain risks. An overview of upcoming GASB Statements No. 103 and 104, including guidance, updates, and implementation insights on financial reporting model improvements and disclosure of certain capital assets. We’ll also cover current GASB projects and consider the potential effects of those changes.

Common Financial Reporting Errors: Review of common financial statement errors and how to address those in your financial reporting.

Learning Objectives

Identify key updates from the Governmental Accounting Standards Board (GASB).

Analyze the impact of these changes on standard accounting practices.

Summarize strategies to implement necessary process adjustments.

Presenters

Janeen Hathcock, CPA, Partner

Janeen has more than 12 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31, 2021, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities, such as counties, cities, and towns, and she performs both internal and external trainings on a variety of accounting and audit topics.

James W Ramsey, CPA, Partner, Government Advisory Services

With more than 20 years of experience in the governmental industry, James works with government agencies providing accounting, assurance, and advisory services. He has worked both on the client side and the assurance side and is able to provide this unique perspective to his clients. His expertise includes providing accounting services and audits of government agencies, including the performance of single audits.

Jamie Fay, CPA, Partner

Jamie has more than 16 years of experience providing audit and advisory services to government clients across the country, spending 100% of her time with her governmental client base. From completing annual compliance audits to assisting in the preparation of government budgets, Jamie has experience in both the assurance and advisory piece of the Firm’s practice.

David Peaden, CPA, National Assurance Partner

David has over 14 years of public accounting experience providing audit, accounting, and consulting services to government clients. David is also a member of the National Assurance Office and assists with quality control review, consultations on technical matters, training and development, and communication and implementation of new accounting standards.

CPE Information

CPE Credits: 3

Field of Study: Accounting Governmental

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.

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

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Driving Success Through Effective Change Management
2025-12-09 14:00 - 15:00
1 CPE Credit | Digital transformation isn’t just about technology; it’s about people. Join us as we discuss how structured change management accelerates digital initiatives and ensures long-term success. In this session, we’ll explore proven strategies to enhance alignment, reduce resistance, and enable successful transformation.

Learning Objectives:

Understand key principles of effective change management

Learn how to prepare and support teams through process and technology changes

Discover practical tools to drive adoption, measure progress, and sustain long-term transformation

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