Why Nonprofits Should Care about Compensation
2026-05-12 11:00 - 12:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
This webcast will provide nonprofit leaders with practical guidance on compensation topics that affect governance, regulatory compliance, talent strategy, and public/stakeholder perception. The session is structured around compensation considerations for (1) board members, (2) executives, and (3) the broader employee group.

1.0 CPE Credit in the field of Taxes (TX)

Learning Objectives

Discuss Non-officer board member compensation and when paying board members is appropriate vs. when board service should remain volunteer based.

Review how to structure and document compensation to help mitigate risk associated with private benefit/inurement and Intermediate Sanctions (IRC 4958), and considerations related to IRC 4960 excise tax.

Analyze stakeholder perception and transparency and executive pay is publicly available via Form 990, increasing the need for defensible pay levels and clear pay positioning.

Examine broad employee group compensation including establishing an employee value proposition, determining market-rate pay levels, and designing pay-for-performance approaches.

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

Insights from the EY Loyalty Market Study 2026
2026-05-12 12:00 - 13:00
Brand loyalty starts with understanding customers, and understanding customers starts with data. The EY Loyalty Market Study 2026 surveyed more than 1,400 consumers and 300 corporate loyalty leaders across multiple industries to uncover how loyalty programs can deliver the greatest value for customers and brands alike.

Join EY Americas Loyalty Leader Patricia Camden and Michael Anders, Principal, Strategy and Execution, EY-Parthenon, Ernst & Young LLP, for an in-depth discussion on our findings, exploring how loyalty programs continue to grow in strategic importance and deliver strong business results, even as consumer expectations and behaviors begin to shift. Building off insights from our 2024 and 2025 studies, we’ll examine what this means for brands today, including how experience, digital engagement and the expanding role of AI are shaping the next phase of loyalty.

At the end of the webcast, attendees will be able to:

Describe how loyalty programs are evolving in today’s market.

Recognize key shifts in consumer expectations and behaviors across loyalty programs.

Identify the major trends influencing the future of loyalty strategy and design.

Presenters:

Olivia Glick, Senior, Consulting, Ernst & Young LLP

Patricia Camden, Managing Director, EY Americas Loyalty Leader | EY – US

Michael Anders, Principal, Strategy and Transactions, EY-Parthenon, Ernst & Young LLP | EY – US

Caroline McTish, Senior Manager, Consulting, Ernst & Young LLP

Zach Backus, Senior Manager, Consulting, Ernst & Young LLP

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young 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 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.

Employee Stock Ownership Plan (ESOP) Audit Best Practices
2026-05-12 13:00 - 14:00
Effective governance is essential in employee benefit plan audits. As ESOPs continue to grow in popularity, a clear understanding of compliance and reporting requirements is critical. In this webinar, we’ll discuss key standards and best practices to help support a successful year.

Learning Objectives:

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

Describe what ESOPs are and how they work.

Recognize when an ESOP audit is necessary.

Discuss the key procedures involved in conducting an ESOP audit.

Identify common errors in ESOP audits.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Auditing 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.

The CFO's Cash Modeling Playbook: Moving from Static Forecasts to AI-Powered Scenario Planning
2026-05-12 13:00 - 14:00
For most finance leaders, cash flow forecasting is a necessary frustration. Static models, manual spreadsheets, and point-in-time snapshots become outdated the moment they’re built. In a macro environment defined by volatility in interest rates, supply chain uncertainty, and constant organizational change, CFOs need more than a forecast. They need a modeling workbench.

In this session, BC Krishna will share how AI is fundamentally changing how mid-market finance leaders plan and act on cash – moving from passive prediction to dynamic, scenario-based modeling.

Attendees will take away:1. Why traditional cash forecasting fails CFOs when it matters most – and what the underlying structural problem is2. How AI-powered scenario modeling (workforce changes, supplier disruptions, macro shifts) gives finance leaders an active planning edge3. The shift from static, read-only forecasts to a malleable, real-time cash modeling workbench4. A practical framework for evaluating your organization’s cash visibility maturity – and where to start

This webinar is eligible for 1 CPE credit.

Why Your Current Lease Accounting Solution Is Setting You Up for Failure
2026-05-12 13:00 - 14:00
Learning Objectives

Discuss the indicators your organization should consider for upgrading its existing lease accounting system.

Identify the essential features and functionalities the optimal software solution must possess to fulfill your organization’s specific lease accounting needs.

Outline the necessary steps for a seamless transition between software platforms and the preparatory tasks to facilitate this change.

Medicare Regulatory Update: 2027 IPPS Proposed Rule
2026-05-12 13:00 - 14:15
The fiscal year 2027 Medicare inpatient proposed rule has been published, which could impact your organization’s Medicare reimbursement.

Join us for our webcast, Medicare Regulatory Update: 2027 IPPS Proposed Rule, to discuss how to prepare for the latest updates—including potential changes to the Inpatient Prospective Payment System (IPPS) rule.

Plan next steps, including Transforming Episode Accountability Model (TEAM) updates and Comprehensive Care for Joint Replacement (CJR) expansion

Evaluate key provisions of the proposed rule

Analyze reimbursement shifts and data trends

Annual GASB standards update 2026
2026-05-12 13:00 - 14:30
Event overview

Keeping up with evolving Governmental Accounting Standards Board (GASB) guidance is critical for timely implementation and accurate financial reporting. Join RSM leaders as they discuss pending GASB Statement No. 103, Financial Reporting Model Improvements; GASB Statement No. 104, Disclosure of Certain Capital Assets; and GASB Statement No. 105, Subsequent Events.

This session will highlight what’s changing, what to watch for and practical considerations to support implementation. Register now.

Topics to be covered:

GASB Statement No. 103: Financial Reporting Model Improvements

A high-level overview of the reporting model improvements and areas affected, including the exposure draft of the 2026 Implementation Guide—Financial Reporting Model Improvements—Subsidies released in February 2026

GASB Statement No. 104: Disclosure of Certain Capital Assets

Overview of key capital asset disclosures, including the new requirement to disclose assets held for sale and the requirement to disclose leased assets, intangible assets, subscription-based information technology (SBITA) assets and capital assets resulting from Public-Private and Public-Public Partnerships (P3) agreements

GASB Statement No. 105: Subsequent Events

Overview of the requirement to consider subsequent events through the date the financial statements are available to be issued and the related practical considerations for implementation

Advance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: Accounting – GovernmentalCPE: 1.5 credits

Private companies tax update: Pillar Two, GI3/R&D, and M&A
2026-05-12 14:00 - 15:00
Key takeaways

Global tax change is accelerating—and private companies may be feeling the pressure across compliance, tax, and deal strategy. Pillar Two is setting standards on reporting and requiring tighter coordination across tax, finance, IT, and legal. At the same time, Global Investment and Innovation Incentives (GI3) and the R&D tax credit can unlock funding for growth, but programs vary across national, regional, and local jurisdictions. Add an evolving M&A tax environment, and execution risk (and value) can shift quickly. We’ll discuss:

M&A tax updates

Pillar Two readiness, risks, and “do now” actions

GI3 and R&D credit identification and prioritization

Oil & Gas Disputes: Looking Back to Prepare for What’s Ahead
2026-05-12 14:00 - 15:00
Oil and gas royalty disputes can involve multiple issues, such as how value is measured, how costs are allocated, and how specific lease language is applied to real‑world facts. Over time, decisions from the Supreme Court of Texas have reshaped how these disputes are evaluated, moving the focus from broad pricing concepts to contract‑driven, data‑intensive analyses.

In this session of the Forensics Institute, we’ll walk through how royalty disputes between owners and operators have evolved, from early netback and “market value at the well” debates to today’s disputes involving gross proceeds of leases, post‑production costs, affiliate transactions, and produced water. This discussion will draw on decades of dispute experience and Texas case law, and highlight where disagreements typically may arise across the energy value chain and how accounting and financial analysis are used to support or challenge legal positions.

This webinar will also explore emerging areas of risk, including produced water ownership, post‑sale economics, and the potential valuation of critical minerals under existing lease language. Gain a clearer understanding of how these disputes are analyzed in practice and where future litigation and negotiation pressure points are likely to develop.

Learning Objectives

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

Describe how Texas royalty disputes have changed over time, including the impact of key decisions from the Supreme Court of Texas on lease interpretation, pricing, and cost allocation.

Recall a structured forensic approach to royalty disputes, including issue triage, data collection, and the analysis of volumes, pricing, deductions, and ownership interests from an accounting perspective.

Recognize recent dispute battlegrounds in oil and gas, including produced water ownership, post‑production economics, and the treatment of potential mineral byproducts under existing leases.

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.

Giving Finance the Oversight It Deserves
2026-05-12 14:00 - 15:00
Controllers can only be as confident as their data. When inputs come from different systems updated at different times, that confidence is hard to justify. Manual consolidation introduces errors. Close cycles drag. Cash visibility lags.

The result? Controllers spend more time assembling data than acting on it — and the oversight they’re meant to provide gets lost in the noise. Decisions are made on stale data, putting at risk the company’s liquidity.

In this webinar, we’ll explore how CFOs and Controllers of SMEs and mid-market companies are rethinking the way their teams operate — moving from fragmented, reactive workflows to a unified, real-time view of cash across AP, AR, and treasury.

**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.

Controllers Council 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 web site: www.nasbaregistry.org

Building Customer Trust: A Data Center’s Competitive Advantage
2026-05-12 15:00 - 16:00
Data centers face rising pressure to demonstrate customer trust as cloud workloads grow, AI adoption accelerates, and regulatory and customer requirements evolve. This webcast explores the assurance and certification landscape—SOC 1, SOC 2/SOC 3, PCI, ISO 27001, and related standards—and how to prioritize the right mix based on your services and customer expectations.

We’ll also discuss how cloud and AI providers rely on data centers as subservice organizations, compare considerations for global operators versus regional providers, and outline an audit approach spanning power and environmental systems, physical access, customer portals, interconnectivity, and value-added services—while efficiently addressing multiple frameworks.

Learning Objectives

Identify and prioritize the assurance reports and certifications most relevant to data centers (e.g., SOC 1, SOC 2/SOC 3, PCI, ISO 27001) based on customer demands, regulatory requirements, and services provided.

Explain how cloud and AI trends change customer expectations and subservice- provider responsibilities, including the control, evidence, and transparency requirements that commonly arise.

Describe an effective audit/assurance approach for data center operations across key domains (power/environmental systems, physical access, customer cage/suite access, portals, interconnectivity, and value-added services) while mapping controls to multiple frameworks

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

Measuring the return from pharmaceutical innovation
2026-05-13 11:00 - 12:00
Key takeaways

In 2025, R&D productivity across the top 20 biopharma companies showed modest improvement, with projected IRR rising to 7.0%; yet, this gain is heavily concentrated in a narrow set of GLP-1/GIP assets. Beneath the headline, underlying productivity remains challenged, raising important questions about the sustainability of current innovation models. We’ll discuss:

Practical approaches to consider when translating AI investment into measurable R&D productivity gains

Drivers behind recent R&D productivity trends

Key cost and value dynamics shaping pipelines

Strategic priorities to consider when mitigating concentration risk and improve returns

ELEVATE 2026
2026-05-13 11:00 - 17:15, 2026-05-14 11:00 - 14:45
Description

Whether you’re looking to scale your firm, streamline your workflow, or plan more strategically for the year ahead, the Elevate 2026 virtual conference will help you fast-track the future of your practice. Because Tax Day isn’t the finish line—it’s your starting line for what’s next.Shift gears from reactive work to intentional growth at this two-day event that brings together practical training and product expertise to help you run a more efficient, scalable firm built for resilience in an ever-changing landscape.Across 11 courses, you’ll explore strategies to strengthen your operations, expand your advisory services, and get more value from the tools you already use. You’ll hear from industry experts and Intuit leaders, and earn free CPE/CE credits when you attend live sessions.*We’re especially excited to welcome this year’s keynote speaker, Ruth Buscombe, a Formula 1 analyst and presenter for F1 TV, who will share her insights on how high-performing teams design for pressure and turn strategy into action. Buscombe’s illustrious career gives her a unique understanding of how success isn’t won on cruise control—it’s achieved through judicious preparation and a drive for continuous improvement.

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.

The Controller Agenda Webcast: Modernization, regulation, and the AI reality check
2026-05-13 12:00 - 13:00
Discover how today’s leading controllers are continuing to pursue finance modernization, stepping into strategic leadership roles, navigating today’s regulatory landscape with confidence, and unlocking the ROI of AI through scenario planning and measurable impact. PwC brings together a panel of finance leaders to share how they’re reimagining core processes, enabling smarter decisions, and building future-ready teams.

Presenters:Chantal Adam, SVP and Global Controller, SalesforceSheryl Price, VP Corporate Controller, FedExJessica Good, Assurance Partner, PwCAdam Kennedy, Finance Solutions Partner, PwC

Who should attend: Controllers and other finance professionals.

CPE Credit: This webcast is eligible for 1 CPE credit.Additional CPE Information

Preventing Catastrophic Failure: Governance & Guidelines to Embed Resilience In Operations
2026-05-13 12:00 - 13:00
In an increasingly volatile and inter-connected risk environment, organizations are facing challenges that can escalate in minutes – especially those triggered by cyber incidents such as AI-generated attacks, targeted infrastructure, expanded ransomware exploitation, third-party and supply-chain vulnerabilities, etc.

With regulatory scrutiny rising and stakeholder expectations for transparency growing, crisis management and organizational resilience are now critical capabilities for protecting operations, decision-making, and trust.

Join BDO for a practical discussion on how crisis management and resilience need to evolve with risks facing the entity. Our specialists will share strategies to help you anticipate and contain cyber events, coordinate effective cross-functional responses, and recover in a way that strengthens your organization going forward. You’ll leave with actionable steps to enhance crisis readiness, improve response playbooks and governance, and build resilience that helps your business maintain continuity under pressure.

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

Learning Objectives

Assess an organization’s cyber crisis readiness by identifying evolving threats, critical dependencies, and governance gaps that could impair response and recovery.

Develop an integrated cyber crisis management and resilience approach, including clear roles, escalation triggers, communications protocols, and recovery priorities.

Apply practical response and recovery tools to improve coordination, decision-making, and resilience following an incident.

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

2026 Yellowbook Webinar Series
2026-05-13 13:00 - 14:00
Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.

In each focused one-hour session, we break down what’s changing, why it matters and what you should do next. Then, we’ll move to solutions you can act on right away.

All sessions are held live on Wednesdays from 12-1 PM central, which you can attend throughout the year to earn up to 10 CPE credits.

Getting started is simple: select the sessions that matter most to you.

R&D tax credit readiness: Updated expensing guidance, transition rules and key deadlines
2026-05-13 13:00 - 14:00
The federal research and development (R&D) tax credit landscape is shifting fast, and recent guidance is changing how companies plan, expense, and document innovation investments. This session delivers a practical and timely overview of the federal R&D tax credit, with a focus on key updates and critical deadlines as emphasized in H.R. 1 (the One Big Beautiful Bill Act) and Revenue Procedure 2025-28.

Section 174 expensing rules for research and experimental expenditures are now a central planning and compliance issue. We’ll break down the new requirements, clarify transition rules, and explain how these changes impact documentation, forecasting and audit readiness.

Learning objectives:

Focus on the upcoming July 6, 2026, deadline for amended returns and updated rules for R&D expenditures under Section 174.

Leverage Revenue Procedure 2025-28 guidance to navigate the transition period.

Identify qualifying activities and define documentation approaches that support credit claims and compliance.

Recognize common implementation challenges and evaluate practical options to address them.

Translate legislative and procedural updates into actionable tax planning and reporting decisions.

Whether you’re encountering these updates for the first time or tightening up your existing approach, you’ll leave this session with a clear picture of what’s changed and how to turn legislative complexity into an actionable opportunity for your clients.

Level:BasicInstructional method:Group internet-basedNASBA field of study:TaxesProgram prerequisites:NoneAdvance preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

How governments and other tax-exempts can use federal tax credits to fund projects
2026-05-13 13:00 - 14:00
Through the IRS elective-pay option, otherwise known as “direct pay,” government entities and tax-exempt organizations can use certain clean energy investment and production credits to fund their clean energy projects. These credits, however, are only available for a limited time, and certain requirements must be met to qualify.

Join our panel of experienced tax professionals as we discuss potential approaches to receiving funding through direct-pay elections of federal tax credits such as Section 48E and others. Topics to be discussed include:

Beyond the One Big Beautiful Bill Act: continuing momentum for IRA sustainability options

Common misconceptions and pitfalls

Leading practices

Monetizing credits through the IRS’s direct-pay process

Learning objectives:

Identify eligibility requirements, common pitfalls and how to monetize credits through the IRS direct-pay option.

Panelists

Jessica Craw, Credits and Incentives Practice, Ernst & Young LLP

Martin Gambichler, Credits and Incentives Practice, Ernst & Young LLP

Moderator

Matt Kelley, Government and Public Sector Indirect Tax Leader, Ernst & Young LLP

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

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young 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 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.

Cash Flow Projections and Modeling: The Not-for-Profit CFO’s Lifeline
2026-05-13 13:00 - 14:00
Unlock the essential role of cash flow projections and modeling in strategic financial management. This webinar is designed for CFOs, finance leaders, and accounting professionals who want to strengthen their organization’s financial health and decision-making. Learn why cash flow modeling is the CFO’s lifeline, discover how to build and maintain effective cash flow projection templates, and gain clarity on the vital inputs and outputs that drive actionable insights. Participants will leave with practical skills to forecast and analyze cash flow, support key management strategies, and enhance overall organizational stability.

Presenter

John “Jake” Greene, CPA, Managing Director, CBIZ

Section 179D Sunset: Planning Considerations for Architects and Engineers
2026-05-13 13:00 - 14:00
Description

Section 179D has long been a valuable incentive for energy‑efficient building projects, but that opportunity is closing. With the deduction set to sunset for projects beginning construction after June 30, 2026, designers and building owners face a critical planning window.

Section 179D Sunset: Planning Considerations for Architects and Engineers – Wednesday, May 13, 2026 at 1 – 2 P.M. ET

In this webinar, Cherry Bekaert’s tax professionals break down what the Section 179D sunset means, who may still qualify, and how to uncover missed opportunities in previously completed or partially completed projects, especially for designers working on tax‑exempt buildings. We’ll also explore how R&D tax credits and cost segregation studies can continue to drive tax savings and support long‑term growth after Section 179D sunsets.

Learning Objectives:

Understanding the Section 179D sunset and remaining qualification timelines

Lookback opportunities for unclaimed 179D deductions

Planning considerations before and after June 30, 2026

Transitioning from 179D to R&D tax credits and cost segregation strategies

Aligning tax incentives with future construction, renovation and innovation efforts

Who Should Attend:

This program is designed for architecture and engineering firms to understand how to transition from expiring incentives to ongoing tax strategies that support investment, innovation and cash‑flow optimization.

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 | NonePartner, Cherry Bekaert Advisory LLC

Copilot, not autopilot: Building a defensible trust chain for AI testing across GRC and audit
2026-05-13 14:00 - 15:00
Description:

AI is no longer a future consideration for assurance functions. It is reshaping how monitoring, testing, and risk decisions are made today. As organizations rapidly deploy copilots, agents, and AI-enabled controls, the central question has shifted from whether to adopt AI to how to govern it, scale it responsibly, and demonstrate measurable value without eroding accountability.

This session introduces a practical AI trust chain model aligned to the three lines model, designed to address the growing tension between accelerating AI capabilities and the slower pace of enterprise assurance readiness. Attendees will explore how GRC can establish guardrails for AI usage, validation, and change management, while internal audit applies risk-based validation, selective reperformance, and documentation standards that allow AI-assisted testing to withstand regulatory and stakeholder scrutiny.

Rather than treating AI as a black box or bolting it onto legacy workflows, this webinar focuses on human-in-the-loop assurance, clear ownership, and evidence-based reliance. Participants will leave with a concrete framework for distinguishing AI-native assurance practices from superficial automation, enabling teams to move beyond pilots and into scalable, defensible use of AI across GRC and audit.

Learning objectives:

Differentiate AI-native assurance from AI-overlay tooling – Identify the practical and governance differences between tools that merely automate existing audit workflows and those designed with AI-first assurance principles, including implications for control reliability, explainability, and regulator confidence.

Design a defensible AI trust chain across the Three Lines – Apply a clear model for how management, GRC, and internal audit each contribute to validating AI usage, covering ownership, validation boundaries, documentation expectations, and escalation points.

Establish evidence standards for AI-assisted testing and monitoring – Define what “audit-reliance ready” looks like for AI outputs, including selective reperformance, validation thresholds, human review checkpoints, and traceability aligned to risk.

Prove ROI without sacrificing accountability or assurance quality – Connect AI efficiency gains (coverage, cycle time reduction, continuous monitoring) to measurable outcomes while maintaining human judgment, governance oversight, and regulatory defensibility.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

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 New This Q: Integrated Workflow Management, AI Integration in Spreadsheets, and More
2026-05-13 14:00 - 15:00
About this Event:

Built-in calendars linked to your files and tasks. Automated disclosures aligned to frameworks. Workiva AI based on your org’s own knowledge base. These are just a few new ways we’re helping you build more trust in the work you do in the Workiva platform.

Every quarter, we’re bringing you a sneak peek at the latest Workiva innovations. Catch a preview of what will change the way you work—exclusively in our next webinar:

Integrated workflow management: Leverage a centralized experience for coordinating calendars, tasks, and dates across complex, time-sensitive reporting processes

Intelligent companion integration in Spreadsheets: Access Workiva AI where you deal with data the most: use natural language for help with formulas, tables, formatting, and data tasks; detect errors, summarize trends, and explain changes; and bring AI-generated outputs into cells directly

Custom intelligence: Build your own knowledge base in Workiva AI by uploading files, documents, and instructions to get more relevant, accurate responses grounded in your own content, not generic outputs

Corporate integrated reporting: Meet more global filing requirements from one platform—see how our latest advances in EDINET taxonomy support and XBRL converter help meet Japan disclosure requirements, for example

Be the first to see the powerful new features that have just arrived and are coming soon to the Workiva platform. Hear from the team behind the tech, and learn how you can start putting these innovations to work right away.

After this session, you will be able to:

Explain ways to increase visibility and oversight in your team’s workflows

Identify opportunities to use AI for working with data in spreadsheets, improving formulas, and generating insights from tabular data

Develop a plan for managing data, integrating AI, and strengthening assurance using one platform

Workiva offers one complimentary CPE credit for this webinar.

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

Summer 2026 Travel & Leisure Outlook webcast
2026-05-13 14:00 - 15:00
Webcast overview

In this webcast, we’ll unpack KPMG’s latest Consumer Pulse insights and turn them into actions for airlines, gaming, lodging, OTAs/platforms, and destinations.Learning Objectives:

Following this webcast, participants will be able to:

Identify key trends and drivers affecting Travel & Leisure for 2026

Develop a practical action plan for near-term implementation within your organization.

Communicate expected benefits, trade-offs, and stakeholder roles effectively.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience:

C-Suite executives at Travel, Leisure & Hospitality sector

Titles include: CFO, COO, Chief Development Officer, CAO, Head of Tax, Deal professionals

Field(s) of Study: Business Management and Organization – 42Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code DYNB9CXC7N2.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season, please expect delays in CPE processing.

KPMG 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 addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

BEAD Compliance Essentials: Allowable Costs & Matching
2026-05-13 15:00 - 16:00
Understanding which costs are allowed to be expended with Broadband Equity, Access, and Deployment (BEAD) funds is critical to maintaining compliance and avoiding repayment or audit findings. This webinar will help telecommunications (telecom) providers identify what BEAD funds can (and cannot) be used for. In addition, the webinar will cover matching compliance requirements, including tips and tricks to help track match progress. Participants will gain practical insight into common cost pitfalls, documentation expectations, and potential internal controls to align project spending with BEAD program requirements.

Learning Objectives

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

Identify eligible and ineligible activities under the BEAD program.

Recall BEAD matching requirements, including acceptable sources and documentation expectations.

Apply best practices for tracking, documenting, and substantiating BEAD-funded expenditures.

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.ed 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.

Q2 2026 Quarterly sustainability webcast
2026-05-13 15:00 - 16:30
Join our sustainability specialists for the next quarterly discussion of the latest sustainability accounting and reporting developments in the US and abroad.

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

Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members, CFOs, COOs, and CEOs.

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 May 7 and May 13 sessions will be the same, participants are only eligible to receive CPE for attending one session.Additional CPE Information

Sentiment vs. fundamentals: A guide to the markets
2026-05-14 11:00 - 12:00
The markets have experienced significant volatility in 2026 as a result of unforeseen economic conditions. Staying informed and understanding how to adapt has never been more important.

Join us on Thursday, May 14 for a one-hour webinar hosted by Sikich’s wealth management team and Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management.

This webinar will cover key insights from The Guide to the Markets including:

What current trends may mean for portfolio positioning and long-term decision-making

Key economic and market drivers shaping volatility in 2026

How investor sentiment and market fundamentals are influencing today’s market environment

From Nexus to Next Steps: Sales Tax Compliance Strategies That Scale
2026-05-14 12:00 - 13:00
Sales tax requirements are becoming more complex as businesses expand across states, channels, and product lines. Knowing where you have nexus, how taxability applies, and when prior exposure needs attention is critical to reducing risk.

In this one-hour session, Stephen Bradshaw will walk through practical sales tax compliance considerations and key next steps for businesses looking to strengthen their approach.

What You’ll Learn

How to identify nexus and multistate exposure

How taxability issues can create hidden compliance risk

When remediation or a voluntary disclosure agreement may make sense

How automation can support compliance, filings, and exemption management

What common setup or process issues can lead to downstream problems

How to build a more scalable sales tax compliance strategy

Who Should Attend

This webinar is designed for:

CFOs and controllers

Tax directors and tax managers

Finance and accounting leaders

Business owners and founders

Companies managing multistate sales tax complexity

Teams evaluating how to improve sales tax processes and controls

Why Attend

You’ll leave with:

A stronger framework for making next-step decisions

A clearer understanding of nexus and exposure risk

Practical guidance you can apply right away

Better insight into where automation fits into your compliance process

Winning hearts and minds: Building a future-ready business
2026-05-14 13:00 - 14:00
Stop treating IT like a bill you have to pay and start seeing it as the way you’ll grow your business. If your tech is clunky, your best people will leave. You’ll learn how to spot the tools that actually help your team get work done faster. It’s not just about the gadgets; it’s about how you lead your people through the frustration of change. You need to make sure your remote staff and office team feel like they’re working for the same company. We won’t get bogged down in technical talk. Instead, we’ll focus on the big-picture shifts you need to make to keep your firm ready for what’s coming next. You can’t afford to let “how we’ve always done it” hold you back anymore. Get your team on board by showing them how new tech makes their lives easier. It’s about winning their hearts and minds to build a business that stays ahead.

Learning objectives:

Identify the high-level technology requirements for a scalable accounting firm.

Recognize the common organizational barriers to successful technology adoption.

Compare different infrastructure models for their ability to support hybrid work environments.

Discuss the relationship between firm culture and effective digital transformation.

Level:BasicInstructional method:Group internet-basedNASBA field of study:Information technologyProgram prerequisites:NoneAdvance preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

EY Family Enterprise strategies for building value across generations
2026-05-14 13:00 - 14:00
To succeed across generations, family enterprises need a clear approach that addresses both business performance and family dynamics. Enduring family enterprises often focus on four core strategies that serve as the foundation for their sustainable, multigenerational success.

Join our webcast, during which EY professionals will explore the four core strategies and an actionable framework designed to support family enterprises and pinpoint key challenges and gaps, enabling creation of a strong and lasting legacy for future generations.

Discussion topics will include:

Growing a larger, more valuable enterprise

Funding growth and understanding capital alternatives

Balancing the capital needs of the business with the capital needs of the family

Avoiding disruption through effective governance of both the family and the enterprise

Learning objectives

Identify how to grow a family enterprise, how to fund growth and understand capital alternatives in family enterprises, how to balance capital needs of family businesses and the families who own them, and how to avoid distribution through governance in family enterprises.

Panelists

Sean Aylward, Managing Director, Family Enterprise Business Services, Ernst & Young LLP

Jim Bly, Managing Director, Family Enterprise Business Services, Ernst & Young LLP

Cooper Rentfro, Manager, Family Enterprise Business Services, Ernst & Young LLP

Dominic Venditti, Senior Manager, Family Enterprise Business Services, Ernst & Young LLP

Moderator

Brock Griffiths, EY Americas Family Enterprise Leader

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

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

Ernst & Young 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 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.
