January 2026 Financial Services Audit Committee Overview
2026-01-08 14:00 - 15:30 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event details

As financial services companies’ audit committee requirements and expectations evolve in today’s dynamic environment, it is critical for audit committee members to be current with industry developments.

This webinar will provide audit committee members and other professionals at financial services companies with an overview of financial reporting developments and recent regulatory updates to inform their responsibilities.

We also will cover a variety of hot topics for audit committees, including:

Audit committees’ opportunity to enhance outcomes through a lens of responsible optimization for banking

Practical considerations for AI and the questions audit committees should be asking to determine if AI activation is controlled, compliant, and value-driven

Shifts in the digital asset landscape in light of the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025 (GENIUS Act)

As a result of participating in this webinar, you should be able to:

Explain how the supervisory posture of current regulators is changing and describe the associated risks and challenges

Identify how supervisory changes create an opportunity for financial institutions to optimize current technology infrastructure, processes, controls, and risk management practices

Articulate the principles of responsible optimization – balancing efficiency, compliance, and stakeholder trust; distinguishing between responsible cost management and risk creation; and balancing optimization with safety and soundness

Discuss how internal audit can oversee management’s use of technology and analytics to improve efficiency while maintaining effective controls aligned to risk appetite and compliance requirements

Describe the latest financial reporting developments and related requirements affecting financial services companies, including developments from industry regulators

List key questions audit committees should ask to assess whether AI is being deployed responsibly, with appropriate oversight, controls, and accountability

Name the foundational components of AI activation and how to align enablement efforts with governance, risk, and compliance expectations

Describe the impact of the GENIUS Act on community banks

Define what a stablecoin is and how it can be used

Explain what financial institutions can do to prepare for the GENIUS Act

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Accounting, specialized knowledge

This session is recommended for up to 1.5 hours of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.

Additional CPE information

2026 Tax Policy Outlook — What’s on the horizon
2026-01-08 14:00 - 15:00
With the enactment of the One Big Beautiful Bill Act, the focus now is on the legislation’s implementation and its effects for business and individuals amid ongoing tariff uncertainty, fiscal challenges, and political divisions ahead of the critical 2026 midterm elections. A key question for the year ahead is whether additional significant tax legislation will be enacted, either with bipartisan support or with only Republican votes again using reconciliation procedures. Join our panel of tax policy specialists as they address the potential pathways for further tax legislation and what businesses should be watching in the months ahead. CPE-eligible for 1 Tax credit.

Unlocking the Value of ProConnect Tax
2026-01-08 13:00 - 14:00
Description

Discover the value and benefits of ProConnect Tax and its ecosystem. You’ll learn about the software’s security measures and user-friendly interface that makes the tax preparation process much simpler. You’ll see firsthand how this software can save you time, reduce errors, and help you focus on more important tasks, to improve your tax preparation process. Join us to learn more about how this valuable tool can benefit you.

LEARNING OBJECTIVES

Understand how ProConnect can reduce time in the tax preparation process

Build a workflow in ProConnect that fits your firm’s needs

Utilize tools in the ProConnect ecosystem to maximize the value of your firm’s services

WHO SHOULD ATTEND?

Accounting professionals who are currently using or planning to use Intuit ProConnect Tax software to prepare tax returns.

Course Level: Basic

Course Length: 60 Minutes

Delivery Method: Group – Live Internet

Field of Study: Business Management & Organization – Non-Technical

CPE: 1

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 Hidden Costs of Manual Prepaid & Accrual Accounting
2026-01-08 13:00 - 14:00
Learning Objectives

Understand the potential financial repercussions of undetected errors in manually managed prepaid and accrued expenses.

Identify the four key hidden costs associated with manual prepaid and accrual accounting and apply these to your current processes.

Explore how manual processes contribute to increased audit scrutiny, higher audit costs, and an elevated organizational risk premium.

Evaluate the opportunity cost of dedicating skilled accountant time to manual prepaid and accrual tasks instead of higher-value activities.

Unleashing the Power of ADP Workforce Now: Real Clients. Real Strategies. Real Results.
2026-01-08 13:00 - 14:00
Why settle for “good enough” when it comes to the performance of your human capital management (HCM) system? Less than one-fourth of HR employees reported their organization is deriving maximum value from their HR tech.1 And although HR teams invest heavily in their HCM technology, research shows organizations are failing to fully adopt these technologies and derive maximum value from it.

Join us for this real-world session where two ADP® clients will share the steps they took to transform their HCM systems using ADP Professional Services’ system optimization methodology. We’ll break down what worked, what didn’t and give you practical takeaways you can use to boost employee and manager adoption, simplify processes and drive measurable HR value.

This session will:

Describe how to create efficiencies and simplify business processes.

Suggest ways to improve manager and employee adoption.

Provide actionable takeaways to maximize your HCM system to drive value.

Join us today!

Pending approval for 1 SHRM, HRCI & NASBA credit hour.

Quarterly accounting update—Q4 2025
2026-01-08 13:00 - 14:00
Event overview

Gain clarity on the latest accounting developments and how they may affect your organization’s year-end reporting. Register for the next quarterly accounting webinar to explore newly issued updates to accounting standards and other emerging issues—delivered with practical insights to help you navigate today’s evolving financial reporting landscape.

What you’ll learn:

New accounting standards updates (ASUs) issued during Q4, including:

Updates to hedge accounting guidance

Applying ASC 326 to purchased financial assets

Accounting for government grants

Interim reporting requirements

Accounting for environmental credits

Improvements to the Accounting Standards Codification

Highlights from the recent AICPA-CIMA Conference on SEC and PCAOB activities

Other areas of interest for year-end financial reporting

Learning objective

By the end of the presentation, participants will be able to:

Evaluate the impact of new Accounting Standards Updates (ASUs) issued during Q4 2025.

Summarize key takeaways from the recent AICPA-CIMA Conference on SEC and PCAOB activities.

Assess important considerations for year-end financial reporting.

CPE credit

RSM US LLP is pleased to offer 1.0 CPE credit 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: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: AccountingCPE: 1.0 credit

Introduction to Lacerte Tax
2026-01-08 12:00 - 13:00
Description

Learn how Intuit Lacerte saves you time in every part of your tax workflow in this live webinar. Perfect for tax and accounting firms with individual and business clients who also manage complex returns, Lacerte helps complete more returns in less time. You’ll also learn about features that speed up data collection, E-signatures, and payments.

LEARNING OBJECTIVES

Identify 32 built-in time-saving features like Missing Client Data Utility, which reduces the hassle of tracking down client data, saving you time in each and every return

Identify how to streamline your document collection and tracking with an integrated tool that makes it faster and more organized. Plus, you can use a dual-screen setup that can keep your work in sync

Identify automated calculations and more than 25,000 diagnostics across 6,400+ individual and business forms to help you prepare returns with confidence

WHO SHOULD ATTEND?Tax professionals that are interested in or new to the Lacerte 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.

Quarterly Perspectives: Financial Reporting & Beyond / Q4 2025
2026-01-08 11:00 - 12:00
Join Forvis Mazars for a moderated discussion covering current events and activities happening in the profession. We’ll break down developments from FASB, AICPA, SEC, PCAOB, and other relevant standard setters for the fourth quarter of 2025 and what they could mean for your organization. We’ll also explore other topics that may influence your current and future financial reporting. Whether you’re interested in financial reporting or sit on the board of directors for your company, you should gain new insights and a better understanding of current and future financial reporting considerations.

Learning Objectives

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

Identify recent developments from standard-setting agencies.

Describe business and environmental considerations affecting fourth-quarter 2025 financial reporting.

Discuss new insights looking to future reporting.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Accounting 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.

It’s 2026! Five internal audit resolutions to navigate the year ahead
2026-01-07 14:00 - 15:00
Description:

At the dawn of 2026, internal auditors find themselves facing a convergence of pressures, including stagnant resource levels, incessant risk volatility, urgency to integrate AI into their processes, and unrealized aspirations to elevate their image. The year ahead will be pivotal in navigating these challenges and mitigating key risks facing the profession. Join Richard Chambers for his first AuditBoard webinar of 2026, where he will focus on the key lessons learned in the past year, the challenges and opportunities that lie ahead for internal auditors, and five New Year’s resolutions worth committing to in 2026.

Learning objectives:

Explore key takeaways for internal auditors from the major events of 2025.

Discuss the top challenges and opportunities that lie ahead in 2026.

Plan for next year with five resolutions to successfully navigate the risks and opportunities that await.

CPE credit(s): 1 (only offered during live viewing)

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Introductory

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Planning for 2026: market lessons from 2025
2026-01-07 13:00 - 14:00
As we turn the page to a new year, many investors are taking a fresh look at the current and forecasted economic markets – and this session is designed to help you do just that. Join Sikich’s Wealth Management experts on Wednesday, January 7 for a timely discussion featuring Phil Blancato, Chief Market Strategist at Osaic.

This webinar will explore:

Current market information relevant to personal investments

Key lessons learned throughout 2025

What those insights may mean for thoughtful planning as we look toward 2026

Don’t miss this event and position yourself for a confident start to 2026.

This webinar is eligible for 1.0 CPE.

Introduction to ProConnect Tax
2026-01-07 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.

Q4 2025 Quarterly Outlook
2026-01-07 11:30 - 13:00
Webcast overview

In this webcast, KPMG professionals discuss major developments that may affect a company’s accounting and financial reporting in the current period and near term.

Applicability

All companies

Event contents

An exclusive look at our 2026 Dealmaker Survey to see where the market is heading

An inside look at M&A and innovation with the Controller of The Hershey Company

Actionable insights on the future of tariffs, the latest FASB and SEC developments, and what we heard at the AICPA Conference on Current SEC and PCAOB Developments

*CPE Credit: CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and responding to live check-ins. Since the content for the Jan 7 and 8 sessions will be the same, participants are only eligible to receive CPE for attending one session.

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

Do More, Risk Less: The 2025 Debrief and 2026 Playbook for Nonprofits
2026-01-06 14:00 - 15:00
2025 handed nonprofits a crash course in doing more with less, proving impact under tighter scrutiny, and protecting mission critical people, data, and dollars.

In this complimentary, fast paced, forward-looking session, we’ll reflect on the year’s biggest themes, trends, and lessons — then translate them into an actionable 2026 game plan.

Anchored around four things nonprofits keep asking for — increasing efficiency, compliance that actually adds value (not just a checkbox), safeguarding your greatest assets, and navigating change with foresight — you’ll leave with practical tools, examples you can adapt tomorrow, and a simple framework to keep your board, leadership, and staff aligned on what matters most.

At the end of this session, you’ll be able to:

Recall key lessons nonprofits learned during 2025

Identify ways to address ongoing challenges and opportunities in 2026

Discuss what changes your organization can make to increase resiliency amid uncertainty

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit organizations.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE: 1 credit, Specialized KnowledgePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Crypto currencies & taxes 2025 update
2026-01-06 13:00 - 14:00
CPE Credit: 1 hour for CPAs

Are you interested in how cryptocurrencies were developed and how they work? Does blockchain technology provide sufficient security for cryptocurrencies? What are the advantages and disadvantages of using cryptocurrencies? What are the tax consequences of investing in cryptocurrencies or using them for personal or business transactions?

This course is designed for individuals who would like to obtain a basic understanding of crypto currency. The course will cover the history of virtual currencies and explain how they work. We will review some of the legal issues involved with virtual currencies. The course will cover the advantages and disadvantages of using virtual currencies. We will review the IRS rules for tracking and reporting crypto currency transactions for tax purposes.

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

Define crypto currency

Recognize the tax implications of using or investing in crypto currency

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:TaxesProgram Prerequisites:NoneAdvance Preparation:None

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

What you need to know for Q4 2025 financial reporting (Offering - 2 of 2)
2026-01-06 13:00 - 14:00
Please join our partners and managing directors from the EY US Professional Practice Group for a webcast about current accounting and financial reporting developments.

Why should you attend?

Staying up-to-date with current accounting and regulatory developments is critical to positioning your company for success. Each quarter, thousands of professionals gain essential insights by participating in the EY financial reporting update webcast.

Are you interested in continuing professional education (CPE)?

This is an alternate viewing of our 18 December 2025 webcast with live polling. Participants can earn up to 1.2 CPE credits if they didn’t already earn CPE credits for participating in the alternate webcast.

Slides will be available before the start of the webcast, so tune in early if you would like to download them beforehand.

Introduction to ProSeries Tax
2026-01-06 12:00 - 13:00, 2025-12-23 12:00 - 13:00
Description

See the benefits of Intuit ProSeries, used by over 65,000 tax professionals. Learn why ProSeries is one of the most widely used programs and how it saves you time in every part of your tax workflow. You will also learn about integrated features that speed up data collection and getting electronic signatures from your clients.

LEARNING OBJECTIVES

Identify 27 time-saving features like auto-entry of 1099s, W-2s, and stock sales; to help you file faster

Identify automated calculations and diagnostics to help increase accuracy and ease the complexity

Identify solutions like e-file announcements and Client Status to help you track the progress of returns, manage e-filed returns, and moreWHO SHOULD ATTEND?Tax professionals that are interested in or new to the ProSeries programCourse Level: BasicCourse Length: 60 MinutesPrerequisites: NONEDelivery Method: Group-Internet BasedField of Study: Taxes – TechnicalRecommended CPE: 1Recommended IRS CE: 1IRS Course ID: NESGF-T-00194-24-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.

Master Filing Amended and Superseded Returns on Form 1040-X
2026-01-05 11:00 - 12:00
Whether you’re new to handling corrected returns or simply looking to sharpen your skills, this webinar will equip you with the knowledge and tips you need to save time, reduce errors, and work more efficiently during tax season.

Learning Objectives:

List ways Drake Tax can streamline your corrected return workflow

Recognize the difference between Amended and Superseded return

Recall best practices for e-filing form 1040-X

Describe processing time for amended return

editor@cpapracticeadvisor.com

Q4 2025 Quarterly Technical Update Rebroadcast 3
2025-12-23 12:00 - 13:30
Don’t miss BDO’s 2025 Quarterly Technical Update Webcast Series which continues our tradition of helping financial management, board directors and audit committees stay on top of today’s hot topics and current developments.

Each quarter, the program will discuss recent changes and proposals that occurred during the quarter with respect to various topics in accounting and financial reporting.

1.5 CPE Credit in the field of Accounting.

Learning Objectives

Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the FASB, EITF and PCC.

Describe timely SEC guidance, topics and resources and their general impact on accounting and financial reporting.

Describe project and proposal stage literature that may have a broad impact on financial reporting.

Describe evolving corporate governance activities including those of the PCAOB, CAQ and other organization’s topics and releases.

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

What you need to know about Q4 IFRS quarterly tax developments
2025-12-19 09:00 - 10:00
This webcast presents the latest income tax and IFRS developments for the fourth quarter. It will summarize developments previously published in EY Tax Alerts and IFRS Developments, as well as topics identified by EY member firms. These developments may affect tax provision or estimated annual effective tax rate.

The webcast will be US CPE-eligible.

Participants will:

Identify the latest income tax and IFRS developments that could affect IFRS accounting.

Understand the potential impacts of these developments.

Locate resources to reference for questions and further information about these developments.

Q4 2025 Quarterly accounting webcast3
2025-12-18 16:00 - 17:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q4 2025.

Presenters:Heather Horn, PwC National Office Sustainability and Thought Leader

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the December 11, December 16, and December 18 sessions will be the same, participants are only eligible to receive CPE for attending one session.

The Resurgence of Manufacturing: Year in Review & What’s Next
2025-12-18 15:00 - 16:30
Join our panel of industry leaders for an in-depth discussion on the topics that shaped the manufacturing industry in the past year. This informative session will cover the critical insights learned from our Resurgence of Manufacturing webinar series held this year, essential takeaways from our recent C-suite benchmarking study, tariff updates, and a look ahead at what we can expect from Washington, D.C., in the year ahead.

Learning Objectives:

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

Discuss key developments that shaped manufacturing over the past year and recognize their impact on the industry.

Describe recent tariff changes and recognize potential regulatory shifts in the coming year.

Identify opportunities for growth and resilience in the new year based on findings from our C-suite benchmarking study.

CPE Information

1.50 CPE Credit(s) (pending approval)

1.5 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.

Tax Readiness - Treasury’s recent tax guidance impacts domestic and foreign companies
2025-12-18 15:00 - 16:00
Recent Treasury and IRS releases (including Notice 2025-72, Notices 2025-75, Notice 2025-77, Notice 2025-78, and the final regulations under Section 4501) introduce significant changes across international tax and the stock-repurchase excise tax. Collectively, these guidance packages reshape compliance and operating considerations for multinational companies and US corporations. On this webcast our panelists will break down the technical rules and discuss practical implications taxpayers need to know as 2025 comes to a close.

UHY Annual Tax Update 2025
2025-12-18 14:00 - 15:30
Webinar Details

The One Big Beautiful Bill Act (OBBB) is the most significant tax update since the 2017 Tax Cuts and Jobs Act (TCJA). As a result, there are several significant planning opportunities for 2025 and beyond. Join UHY for our Annual Tax Update as we update you on the impact of the OBBB, share the best tax planning strategies, and help you leverage the provisions under this new act.

Date:

Thursday, December 18, 2025

Time:

2:00 – 3:30 PM EST

At the end of this program, participants will be able to:

Recognize how recent tax legislation (OBBB) will affect both business and individual taxation.

Distinguish the deductions included in the legislation that may be utilized in the upcoming tax year.

Evaluate the new tax changes and what is expected going forward as a preparer and reviewer.

Recommended CPE Credit: 1.5

Recommended Field of Study: Tax

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

Participants can cancel without penalty, as no fee is charged for the course. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 586-254-1040.

10-Q and K Disclosure Prep: Latest Trends in SEC Disclosure
2025-12-18 14:00 - 15:00
Preparing for your 10-K? As 2025 draws to a close, get filing-ready with timely insights on SEC disclosure trends.

In this year-end installment of our 10-Q and K Disclosure Prep series, guests Paula Hamric (BDO), Alan J. Wilson (WilmerHale), and Chelsea Hall (Workiva) will share insights on the latest trends in regulatory guidance and what SEC filers need to know, including recent comment letter themes, evolving regulatory focus areas, and common disclosure pitfalls.

With extensive real-world disclosure examples and live Q&A, you’ll walk away with practical strategies to improve your disclosures and stay ahead of evolving SEC expectations.

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

Identify recent SEC disclosure trends and regulatory developments impacting 10-Q and 10-K filings.

Evaluate financial reporting considerations related to tariffs, global trade, and other economic and sociopolitical factors.

Apply peer examples and expert insights to enhance the clarity and compliance of your Q4 and year-end disclosures.

Duration: 60 mins

CPE: 1 credit

Field of Study: Accounting

More CPE information →

10-Q and K Disclosure Prep: Latest Trends in SEC Disclosure
2025-12-18 14:00 - 15:00
About this Event:

Preparing for your 10-K? As 2025 draws to a close, get filing-ready with timely insights on SEC disclosure trends.

In this year-end installment of our 10-Q and K Disclosure Prep series, guests Paula Hamric (BDO), Alan J. Wilson (WilmerHale), and Chelsea Hall (Workiva) will share insights on the latest trends in regulatory guidance and what SEC filers need to know, including recent comment letter themes, evolving regulatory focus areas, and common disclosure pitfalls.

With extensive real-world disclosure examples and live Q&A, you’ll walk away with practical strategies to improve your disclosures and stay ahead of evolving SEC expectations. This webinar is eligible for 1 CPE credit.

Updates and Initiatives of DCAA and DCMA
2025-12-18 13:00 - 14:30
The Details

Attend this session with our experienced government contracting team to learn about the latest developments and industry trends. Stay one step ahead of your competition by understanding how DCMA and DCAA initiatives may affect your operations.

Designed for GovCon executives, accounting and finance departments, human resources, and project managers, topics to be discussed include:

Regulatory impacts

Business system updates

Recent reports to Congress

Reports from the GAO and others

Cybersecurity update

Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Auditing (Governmental) field of study. See additional details below.

A Big, Beautiful Future: Making the Most of Permanent Opportunity Zones
2025-12-18 13:00 - 14:15
Webcast overview

Thanks to the One Big Beautiful Bill Act (OB3), the Opportunity Zone program is now here to stay with no more looming expiration dates. This fresh legislation injects new momentum and long-term potential. However, some gaps remain from both the TCJA and OB3 versions, so stay tuned as we explore what’s next and how you can make the most of these changes.

Please join KPMG LLP for a webcast with members of the QOZ leadership team exploring the following items, among others:

Deferred gain recognition on 12/31/2026

Can 2026 gains be invested under OB3?

Can 2027/2028 gains be invested under TCJA?

Now that we have a permanent program, will we see “permanent” QOFs?

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 P9N9ZX79HQG.

What you need to know for Q4 2025 financial reporting (Offering - 1 of 2)
2025-12-18 13:00 - 14:00
Please join our partners and managing directors from the EY US Professional Practice Group for a webcast about current accounting and financial reporting developments.

Why should you attend?

Staying up-to-date with current accounting and regulatory developments is critical to positioning your company for success. Each quarter, thousands of professionals gain essential insights by participating in the EY financial reporting update webcast.

Are you interested in continuing professional education (CPE)?

Participants are eligible for up to 1.2 CPE credits. An alternate viewing of the webcast with live polling will be offered on 6 January 2026 from 1:00 p.m. to 2:00 p.m. Eastern time. Please note that participants can earn CPE for only one offering of the webcast.

Slides will be available before the start of the webcast, so tune in early if you would like to download them beforehand.

SPAC and IPO Readiness: A Practical Guide to SOX Compliance
2025-12-18 13:00 - 14:00
Going public through a special purpose acquisition company (SPAC) or traditional initial public offering (IPO) presents unique challenges, especially around Sarbanes-Oxley Act SOX compliance. Many organizations underestimate the scope and rigor needed to document, evaluate, and test internal controls, as well as the importance of experienced teams, strong governance, and effective technology.

Join us for our webcast, SPAC and IPO Readiness: A Practical Guide to SOX Compliance, in which we’ll break down the accelerated timelines and regulatory requirements specific to SPAC transactions, clarify key differences between SPAC and traditional IPOs, and share practical strategies to help your organization achieve public company readiness.
