Hot Topics in Tax for Mergers and Acquisitions
2026-03-03 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event details

Thoughtful tax planning plays a key role in meeting the financial and business goals of parties involved in M&A transactions. Recent changes under the One Big Beautiful Bill Act (OBBBA) also introduce new opportunities for deal planning and structuring. This webinar will address current M&A tax trends and explore how OBBBA provisions could affect transaction structuring.

Crowe tax professionals will offer technical insight and actionable guidance for executives, tax leaders, and dealmakers navigating the evolving M&A landscape.

Learning objectives

After attending this session, you should be able to:

Identify recent tax law changes under OBBBA that affect M&A transactions, including updates to Section 1202

Describe common federal tax issues arising in today’s M&A deal environment

Evaluate tax planning strategies and structuring options, including considerations related to debt, anti-churning, and asset versus share purchases

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Taxes

CPE credit hours: 1.0

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.CPE credit will be granted only in the name of the individual logged into the live presentation.

Additional CPE information

Understanding the New 1099-DA: Compliance Challenges Ahead
2026-03-03 13:00 - 14:00
The introduction of the IRS’ new Form 1099-DA, Digital Asset Proceeds From Broker Transactions (1099-DA), marks a significant shift in how digital asset transactions are reported, creating new challenges for taxpayers and advisors alike. In this webinar, we’ll break down 1099-DA reporting, where reporting gaps and inconsistencies are likely to arise, and why taxpayers may face increased risk. We’ll explore common pain points, such as cost basis accuracy and mismatches between taxpayer records and broker reporting. Attendees will walk away with a practical understanding of the 1099-DA landscape and learn strategies for preparing for potential compliance issues ahead.

Learning Objectives

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

Describe what the new 1099-DA covers and what it doesn’t.

Identify common data gaps and reporting mismatches.

Discuss preparation steps taxpayers can take now.

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.

Consumer, Retail & Hospitality 2026 Economic Update
2026-03-03 13:00 - 13:50
Webcast overview

We are pleased to invite you to the KPMG Consumer, Retail & Hospitality (CRH) 2026 Economic Update webcast with Diane Swonk, KPMG Chief Economist. Diane is a frequent economic commentator on national and international television and has been ranked among the top economic forecasters in the United States.

During this insightful session, Diane will provide an update on current market conditions, the economic landscape and key factors impacting businesses today. Key discussion points will include:

Current macroeconomic trends and the implications for consumer, retail and hospitality

The impact of global and domestic policy changes on US and global economy

Insight into consumer behavior and spending patterns in the current economic climate

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 F2N29V4NPNP.

Creating a roadmap to proactive obligation management
2026-03-03 10:00 - 11:00
Description:

Many compliance and governance managers report that implementing internal and external requirements is more complex than ever before. With constantly changing regulatory requirements, increasing customer demands, and the integration of technologies such as AI, organizations are under enormous pressure. Isolated implementation projects and independent audits are at record levels, but true transparency and controllability of requirements implementation remain unattainable for many companies. Companies document requirements, maintain guidelines, and implement controls, but only with structured obligation management can they identify the relevant connections to their implementation and establish an effective control system for robust compliance and resilience.

Join us as we share our insights from current market analyses and practical projects and show you why isolated management systems fail and how leading organisations are transforming their obligation management based on best practices. We will highlight the critical dimensions of obligation management – from policy integration to process automation – and provide you with a maturity-based roadmap for moving from reactive compliance to proactive control.

Learning objectives:

Recognise the challenge: Recognise the risks to governance posed by unconnected management systems of policies, controls, and processes, and why documentation alone does not guarantee compliance.

Navigate complex requirements: Learn how leading companies systematically capture, analyse, categorise, and break down internal and external requirements to a comparable level of detail.

Make requirements implementation manageable: Understand how modern approaches and tools enable end-to-end management of the company’s process organisation and how requirements can be implemented in a traceable manner.

Operationalise integrated compliance: Learn strategies and practical insights for breaking down existing silos between compliance, risk, audit, and operations and creating a unified view of requirements implementation and a commitment for collaboration.

Apply a maturity-based roadmap: Assess your company’s maturity level on the path to modern requirements management and walk away with concrete steps to improve your obligation management and increase transparency and compliance within your company.

CPE credit(s): 1

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

What’s next for companies after the IEEPA decision
2026-03-02 14:00 - 15:00
Following the Supreme Court’s decision striking down IEEPA tariffs, companies face renewed uncertainty regarding trade authority, refund eligibility, and the direction of future tariff policy. On this webcast, we will examine the potential business and tax implications of this ruling and outline practical steps for companies to consider as they manage risk and prepare for what lies ahead. CPE-eligible for 1 Tax credit.

Real Estate Tax Chat: Implications of the Fifth Circuit Decision in Sirius Solutions
2026-03-02 14:00 - 15:00
Webcast overview

Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on the Fifth Circuit decision in Sirius Solutions and the resulting implications for the current filing season and beyond.

KPMG will unpack the Fifth Circuit’s decision in Sirius Solutions, LLLP v. Commissioner, the implications to the broader real estate industry, the application of SECA to limited partners, additional pending litigation, and planning considerations.

The session will be hosted by KPMG Real Estate Tax leader, Ryan Taylor, and will feature our Washington National Tax professionals Chelsea Riedel, Jon Stein, and Michelle Marion.

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 KSNSP8XSV7W.

How CAS Firms Are Unlocking New Potential with Agentic AI
2026-02-26 15:00 - 16:00
Client advisory services (CAS) practices are evolving fast—and AI is leading the charge. From streamlining vendor onboarding to real-time exception handling, agentic AI goes beyond automation to act on your behalf, freeing your team to focus on high-value, strategic work.

Hear from leaders at CPA.com, Aprio, and BILL as they break down the real-world impact of AI agents in firms of all sizes. You’ll discover how AI is helping CAS teams:

Operate more efficiently with fewer bottlenecks

Proactively surface insights for clients

Unlock new capacity without new headcount

Strengthen governance and trust though intelligent automation

Whether you’re running a lean firm or leading at scale, this conversation will show how AI agents can be your force multiplier for growth, insight and advisory elevation.

Learning objectives:

Differentiate between basic automation, generative AI, and agentic AI — and understand the unique role agentic AI plays in CAS practices

Identify high-impact CAS workflows where agentic AI can deliver immediate value, such as vendor onboarding, bill pay, reconciliation and exception management

Describe how AI agents improve both operational efficiency and advisory insight, helping firms shift from transactional to proactive service delivery

Apply best practices for responsible AI deployment, including governance, auditability and human oversight to maintain trust and compliance

Building economic resilience: How accounting firms can stay profitable when markets shift
2026-02-26 14:00 - 15:00
This isn’t about cutting costs for the sake of cutting costs. It’s about visibility. Cash flow confidence. Smarter forecasting. And fixing the operational blind spots that quietly erode margins over time.

If you’re feeling busy but not fully clear on the numbers, this session will help you reconnect activity to profitability, and replace uncertainty with a plan. Because resilient firms don’t just react to market shifts. They prepare for them.

Learning Objectives:

Identify early indicators of financial stress within an accounting firm, including revenue trends, expense pressures, and client payment behavior.

Analyze common profitability and operational blind spots that negatively impact firm margins during periods of economic uncertainty.

Evaluate cash flow management and forecasting approaches that improve financial predictability and decision-making

Determine actionable steps to strengthen their firm’s economic resilience and sustain profitability during market shifts.

Quarterly Tax Webinar: Q1 2026
2026-02-26 14:00 - 15:00
Join Forvis Mazars for a moderated discussion focused on current tax developments affecting you and your business. We’ll break down first-quarter 2026 updates from the IRS, U.S. Department of the Treasury, Congress, and other key tax authorities—and what they may mean for your organization. Our discussion will also explore broader tax policy trends and emerging issues that could impact your current and future tax planning, compliance, and reporting. Whether you’re responsible for tax strategy or broader financial decision making, you’ll gain actionable insights and a clearer view of current tax considerations.

Learning Objectives

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

Discuss new and evolving tax laws and regulatory guidance.

Recognize policy and regulatory trends and their direct implications for business strategy, financial reporting, and tax planning.

Outline strategies to help gauge risk, plan ahead, and respond to a changing tax environment.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Tax 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.

Unified Audit for Multi-Framework Global Compliance
2026-02-26 14:00 - 15:00
With today’s complex global regulatory and compliance landscape, organizations are increasingly required to demonstrate achievement of many industry standards and frameworks from SOC 1 and SOC 2, HITRUST, and PCI DSS to ISO, regional, and industry-specific standards focused on security, resilience, privacy and emerging technologies. Navigating these individually can lead to operational challenges, duplicated efforts, frustrated stakeholders, and increased costs.

Join our global experts for an insightful webinar exploring the transformative unified audit approach to demonstrating compliance with an ever-increasing array of global requirements. Learn how leveraging a unified approach – where a common set of controls and testing procedures supports multiple compliance frameworks – can streamline and upgrade your audit processes, reduce audit fatigue, improve risk management and compliance, and maximize the value of your compliance investments.

Learning Objectives

Discover how common control frameworks and a “test once, report many” approach can drive more effective and efficient external compliance.

Identify how third party attestations help organizations build trust, mitigate risk, and achieve strategic compliance goals.

Review real-world examples of how organizations have optimized their attestation strategy.

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

Health Care and Life Sciences 2035: Navigating Risks and Opportunities
2026-02-26 14:00 - 15:00
As health care and life sciences (HCLS) look toward 2035, the industry stands at the intersection of profound changes. The coming decade will be marked by challenges — an aging population, workforce shortages, rising costs, and macroeconomic pressures — while simultaneously presenting opportunities for rapid innovation and value creation.

Understanding these forces and the tools available to you to prepare for that future are the highlights of this complimentary webinar.

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

Discuss major forces — demographics, health care economics, OBBBA and AI/technology — converging on health care and life sciences in the coming decade

Identify how demographics will be both a headwind and a tailwind to the industry

Summarize the broader role health care economics and OBBBA will have on the financial health of the industry

Describe how AI and technology advancements will reinvent the industry

Recall actionable tools and strategies HCLS can use to prepare today

Who should attend

This session is designed for CEOs, CFOs, COOs, and other health care and life sciences leaders.

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

Transforming FP&A with Gen AI and Intelligent Forecasting
2026-02-26 13:30 - 14:30
The era of gut-feel forecasts and rigid, static models is over. In this session, you will see how high-performing finance teams are harnessing Generative AI, machine learning, and predictive analytics to achieve a new standard of forecasting speed and precision.

We will dive into how these technologies are automating core FP&A processes to facilitate dynamic scenario modeling and continuous, forward-looking planning. By examining real-world transformations, you will leave with a clear understanding of how data science is elevating FP&A from a reporting function to a strategic partner. The future of finance goes beyond simple automation—it is about intelligent prediction.

What You’ll See:

Live demos of AI tools automating key FP&A tasks like variance analysis and management commentary.

Real-world case studies showing how companies have improved forecast accuracy while cutting planning cycle times

A practical blueprint to help you build a business case and roadmap for adopting AI in your finance function.

Session Learning Objectives:

Understand the Impact of Gen AI and Predictive Analytics on Forecasting

Explore the Automation of FP&A Processes

Learn How to Elevate FP&A’s Strategic Value

This webinar is eligible for 1 CPE credit.

The great commercial shift: Adapt or get left behind
2026-02-26 13:00 - 14:30
The Details

Join CohnReznick’s experienced Government Contracting team as they share insights into the latest U.S. government shift toward commercial item acquisitions. The panel will also share discuss how this may affect the broader market and your organization.

Designed for GovCon executives, accounting and finance departments, and business development and proposal teams, topics to be discussed include:

Updates in the marketplace

Revolutionary FAR overhaul and 2026 NDAA

Potential impacts

FAR Part 12 vs. FAR Part 15

Commercial item strategy

Live webinar participants are anticipated to qualify for CPE credit.

Conquering ASC 842: Streamlining Lease Accounting for a Smooth Audit
2026-02-26 13:00 - 14:00
Learning Objectives

Understand auditor expectations and improve internal controls for efficient lease management and compliance.

Learn to apply assertions, manage risk assessments, and prepare for auditor testing related to lease accounting.

Learn practical tips and strategies to ensure your lease accounting is audit-ready and compliant.

Properly prepare lease liability calculations, footnote disclosures, and maturity schedules.

Recognize and utilize the benefits of lease accounting software to streamline audit preparation and compliance.

Transforming Nonprofit Operations
2026-02-26 13:00 - 14:00
Unlock the full potential of your nonprofit organization by joining our webcast, Transforming Nonprofit Operations. This session is designed to empower nonprofit leaders and professionals with actionable insights into Workday’s innovative technology suite, purpose-built for the unique needs of the sector. Discover how Workday streamlines financial management, enhances reporting accuracy, and simplifies compliance, all while addressing the operational challenges nonprofits face every day.

Whether you’re seeking to optimize processes, improve transparency, or drive mission success, this webcast will equip you with the knowledge to evaluate and leverage technology for lasting impact. Don’t miss this opportunity to learn from experts and earn valuable CPE credits as you explore strategies to transform your organization’s operations.

1.0 CPE Credit in the field of Specialized Knowledge (SK).

Learning Objectives

Identify the core components of Workday’s technology suite tailored for nonprofit organizations and describe their primary functions.

Analyze common operational challenges faced by nonprofits and evaluate how technology solutions, such as Workday, address these issues.

Assess the potential impact of implementing Workday on financial management, reporting, and compliance within nonprofit operations.

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

R&D Tax Credit Landscape: Q1 2026 Updates & Key Considerations
2026-02-26 12:00 - 13:00
Description

Join us for Cherry Bekaert’s Q1 2026 R&D tax credit update, where our knowledgeable team will break down key opportunities, compliance considerations and recent developments impacting companies of all sizes.

We’ll also cover the ongoing effects of IRC Section 174 — including required capitalization and amortization of foreign research expenditures — and provide practical insights into navigating both the Section 41 R&D Credit and Section 174A rules.

Expect clear guidance on current challenges and upcoming IRS reporting requirements that may affect your business in 2026 and beyond.

Learning Objectives

Learn about the R&D tax credit, including eligibility requirements, qualifying activities and how the credit can benefit businesses across multiple industries.

Discover considerations for addressing Section 174 capitalization that should have been reported in prior tax years.

Determine the pros and cons of amending 2022 – 2024 tax returns for eligible small businesses that capitalized R&E in those years.

Gain insights on states that do and do not conform to the new Section 174A.

Practical guidance for identifying, documenting and substantiating qualified research expenses (QREs) to help maximize credit claims in light of the new Form 6765 requirements.

Industry-specific insights, including how companies in technology, manufacturing, life sciences and other sectors can leverage the R&D Tax Credit.

Who Should Attend

This program is designed for CFOs, controllers, tax directors, and business leaders in industries such as manufacturing, technology, software, engineering, and life sciences who are considering or currently claiming R&D tax credits.

CPE Accreditation

Delivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | None

Engineering & Construction Webcast: Executing Carve‑Outs
2026-02-26 12:00 - 13:00
Webcast overview

Join KPMG for an engineering and construction (E&C) webcast focused on executing carve-outs without margin leakage or project disruption. Topics of discussion include:

Update on the current E&C environment

Why certain carve-outs are attractive and what buyers must substantiate

Day‑1 operational checks

Price risk through financial due diligence

Accounting considerations to ensure audit‑ready, debt‑ready financials

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 FXNY3RV4KHW.

From Theory to Practice: Mastering IT Scoping for SOX Compliance
2026-02-26 11:00 - 12:30
Webcast overview

One of the most frequently discussed topics is how to determine which IT systems and infrastructure should be in scope for ICFR.

In the latest installment of the Future of SOX webcast series, Sue King and Steve Estes, US SOX Leaders, and Subash Samuels, Principal, Internal Audit & Controls, will focus on how to determine which applications should be in scope. We will provide practical guidance for documenting your rationale and establishing a ‘defensible position’ for your decisions. The session will also cover the challenges presented by the increasing use of cloud services and the overall complexity of emerging technologies.

Specific topics of discussion include:

Defining scope with confidence: Apply a practical framework to determine which IT applications and infrastructure should be in scope for ICFR.

Building a defensible position: Develop effective strategies for documenting scoping decisions to create a clear rationale that stands up to auditor scrutiny.

Navigating cloud complexity: Understand the specific impact of IaaS, PaaS, and SaaS models on scoping and learn how to address the associated risks.

Preparing for emerging technologies: Identify how new technologies can impact your SOX program and what steps to take to maintain compliance.

Justifying scoping decisions: Clearly articulate the “why” behind your scoping conclusions to stakeholders, management, and auditors.

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.

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 FGNBWDQRS3X.

The Path to Clarity: Overcoming Fragmented Data
2026-02-25 14:00 - 15:00
About this Event:

The lack of access to a unified view of data across a business poses real risks. Without it, leaders do not have a complete picture. In fact, institutional investors agree business leaders underestimate the risk fragmented data causes in financial reporting, according to the 2026 Executive Benchmark Survey: Data Pressures Mount as Instability Continues.

Dive into more from the survey with speakers from PwC and Workiva. They will also suggest steps leaders can take to address data problems now, so you are ready to lead with clarity.

After this webinar, you will be able to:

Identify the digital transformation projects peers are prioritizing in 2026

Recall the data problems that could be limiting your team’s strategic impact

Describe the key leaders needed to engage in data governance strategies or initiatives

Workiva offers one complimentary CPE credit for this webinar.

Not able to attend? Complete registration today, and we will email you the recording.

Unlocking value through R&D tax credits, Section 174, and fixed asset planning
2026-02-25 14:00 - 15:00
The Details

Research and development tax credits and fixed asset rules can be complex and with increased IRS scrutiny, it’s essential to understand how current guidance affects your filings, cash flow, and risk profile. From Section 174 capitalization to bonus depreciation changes, we’ll break down what’s new, what’s required, and how to plan accordingly so you can maximize benefits while staying audit ready.

Join members of CohnReznick’s R&D Tax Credits and Accounting Methods teams as they speak on:

R&D tax credits: Latest developments and current opportunities.

Compliance essentials: Documentation requirements, payroll tax considerations, and Form 6765.

IRS audit readiness: How to navigate the audit environment and protect your position

Impact on your bottom line: What a tax credit really means for your business.

Section 174 & cost recovery: How Section 174 connects to R&D and cost recovery planning after OBBBA.

Cost segregation strategies: Updates on fixed assets and depreciation rules.

Key tax rules: Bonus depreciation, qualified production property, and tangible property regulations.

Live webinar participants are anticipated to qualify for 1 CPE credit in the Taxes field of the study. See additional details below. CPE credit.

HR trends and priorities for 2026: Compliance
2026-02-25 14:00 - 15:00
CPE Credit: 1 hour for CPAs

In December, we hosted a webinar on HR trends and priorities for 2026, emphasizing the vital elements of people, compliance, and technology. HR leaders and business owners face a compelling challenge: finding the ideal balance of innovation and compassion to cultivate agility, resilience, and sustainable growth.

We invite you to join our experts for a detailed exploration of the latest trends shaping compliance. In this session, we will share valuable best practices and insightful tips to help you navigate these transformative changes with confidence, which include:

Countries are regulating the use of AI in employment decisions

Pay transparency requirements are expanding, especially in the EU

Congress passes tax treatments for certain wages and benefits

Some states are expanding paid and protected leave laws

The DOL may revise rules for employee classification and joint employers

California is expected to evaluate time rounding practices

Employers continue to face multijurisdictional compliance dilemmas

ADP helps employers understand people, compliance and technology issues surrounding workforce management. Tap into our expertise to ensure you’re prepared for what’s now and what’s next at work.

Join us today!

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

Modern Data Platforms: What Your Organization Needs to Know
2026-02-25 14:00 - 15:00
Modern data platforms combine the proven strengths of traditional data warehouses with new capabilities that can simplify data processes, enhance adaptability to organizational needs, improve data governance, and unlock powerful artificial intelligence (AI) tools. While these additional capabilities can deliver real business value, the explosion in the number of all-in-one and mix-and-match technology solutions has made choosing the right data platform more complex than ever. How can you help to ensure the data platform you choose meets your organizational needs today and into the future?

Join Forvis Mazars as we delve into the world of modern data platform architecture. We’ll provide an in-depth overview of various data platform components, explore their use cases, and identify the advantages and limitations of each. Be sure to bring your questions, as our team will answer those live!

Learning Objectives:

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

Describe the four components of a data platform.

Recall commonly used data platforms and their use cases.

Identify the advantages and limitations of common data platform elements.

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.

Reshaping finance operations: Prevailing BPO trends in delivery models
2026-02-25 13:00 - 14:00
Key takeaways

In today’s fast-changing finance landscape, digital expansion is reshaping operating models, and business process outsourcing (BPO) for finance operations is gaining traction. What should finance professionals consider on the outsourcing journey? We’ll discuss:

Prevailing BPO trends, including domains, onshore vs. offshore, and the impact of digital

Core decision-making criteria organizations should evaluate when contemplating BPO

Common challenges and considerations for outsourcing decisions, from change management and data security to talent and business outcomes

Lease Smarter: Future-Proofing your Real Estate Strategy in a Shifting Economy
2026-02-25 13:00 - 14:00
Finance, real estate, and compliance leaders agree: adaptability is no longer optional.

As organizations navigate M&A, inflation, interest rate pressure, and evolving work models, this session explores how leaders are optimizing lease portfolios to stay flexible, compliant, and in control.

Register to discover the strategies that shape smarter real estate decisions!

Learning Objectives:

Economic Headwinds and Lease Exposure: How shifting market pressures heighten lease liabilities and drive strategic portfolio reassessment.

Hybrid Work and Flexible Leasing: How evolving workplace patterns are accelerating demand for adaptable, cost‑efficient leasing models.

Data‑Driven Decision‑Making: How real‑time analytics enable smarter, faster real estate choices during corporate transformation.

Compliance and Risk in Transition: How organizations can manage regulatory, contractual, and operational risks throughout M&A and restructuring.

This webinar is eligible for 1 CPE credit.

2026 Nonprofit Summit
2026-02-25 13:00 - 14:00
The 2026 Nonprofit Summit returns with four virtual sessions designed to help leaders make sense of what’s shifting across the sector and what deserves attention now. Each week, our specialists offer analysis and practical direction you can apply immediately. From the current state of the industry and process improvement, to accounting and tax updates, you’ll learn how to respond to changes proactively and get answers to your questions along the way.

The nonprofit sector is under enormous pressure, driven by funding cuts and shifts, policy changes, and increasing community needs. This session will explore the current state of the industry, highlight emerging trends, and uncover the challenges and opportunities that organizations face today. Participants will gain practical strategies to evaluate potential cost savings in key budget categories, including employee benefits and real estate. In addition, participants will learn about strategies for structuring employee compensation and benefits to increase their ability to attract and retain talent.

Learning objectives:

Identify key trends and challenges impacting nonprofit organizations, including funding and regulatory changes.

Develop actionable strategies to maximize the organization’s focus on mission while accessing potential cost savings in key budget categories.

Identify opportunities to align compensation and real estate strategies with the organization’s mission.

Anticipated CPE: 1 credit, Specialized Knowledge

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

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

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

Prepare for the Medicare Wage Index Reclassification of 2028
2026-02-25 13:00 - 14:00
Join us for our webcast, Prepare for the Medicare Wage Index Reclassification of 2028, in which we’ll discuss the CMS federal fiscal year 2028 wage index process and its impact on hospital reimbursement.

This session will provide essential updates and background on the Medicare wage index and offer practical insights into the geographic reclassification process.

Navigating Change in Higher Ed: Get Insights at CLA’s 8th Virtual Conference
2026-02-25 12:00 - 16:00
Now in its eighth year, this dynamic event offers forward-thinking content designed to help you navigate the ever-evolving world of higher education. Join us and reserve your spot for both days by registering today.

Who should attend

This session is designed for presidents, CEOs, CFOs, CIOs, controllers, and other administrators at higher education institutions.

Register for both dates

Wednesday, February 18, 2026 — 11 a.m. – 3 p.m. CT

Wednesday, February 25, 2026 — 11 a.m. – 3 p.m. CT

View CPE sponsorship information

2026 Shareholder Meeting Agenda: How Can Directors Better Prepare?
2026-02-25 12:00 - 13:00
As corporations prepare for their 2026 annual shareholder meetings, BDO invites you to explore important findings from our 2026 Shareholder Meeting Agenda publication. Our panelists will share perspectives from legal, regulator, and investor viewpoints, offering boards and management teams practical insights to enhance engagement with shareholders and other stakeholders—both in advance of annual meetings and throughout ongoing interactions.

1.0 CPE Credit in the field of Specialized Knowledge.

Learning Objectives

Identify areas where investors and proxy advisory firms may be focusing attention that could impact your board’s policies and decisions

Describe the board’s evolving responsibility and accountability for stakeholder engagement in light of recent regulatory changes

Describe leading practices for communicating and reporting board oversight practices and strategies for enhancing engagement

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

The transformative potential of artificial intelligence in treasury
2026-02-25 12:00 - 13:00
Key takeaways

In a rapidly evolving financial landscape, treasury leaders face mounting pressure to enhance operational efficiency and manage emerging risks. Artificial intelligence (AI) offers treasury organizations the potential to transform operations and deliver strategic impact. We’ll discuss:

Approaches for evaluating and implementing AI solutions within treasury organizations

Trends in the treasury industry around AI that are driving interest and adoption

How AI-driven analytics can improve cash forecasting and risk management processes, and how agentic AI can enhance treasury workflow automation and decision-making

What’s next in AI and cyber risk
2026-02-25 10:30 - 15:15
Description:

Dive into today’s most pressing cyber risk trends at Infosec Compliance Now 2026, a free half-day virtual event. Our experts will offer actionable takeaways to help you keep your organization secure, compliant, and resilient by design. Topics include AI governance, cyber risk management, continuous control monitoring, third-party risk management, and more.

*Click here for more CPE information.
