The human factor in AI Governance: From policy to practice
2026-04-21 10:00 - 11:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Description:

Most webinars on AI governance in 2026 will walk you through the EU AI Act. This session speaks to something more complex: what your organisation actually requires to make governance real.

AI is no longer a concept of the future. It is an active participant in your organisation’s workflows. Yet, as adoption accelerates, the gap between governance on paper and governance in practice is widening. Frameworks exist, regulations are tightening, but the organisations that are genuinely getting this right are the ones that deeply understand that effective governance will be the differentiator in the era of AI. As agents do more of the tasks, the job of the organisation and its people will be managing, overseeing, and exercising real judgement at every level.

Join our expert panel as we go beyond compliance checklists to explore the organisational, cultural, and human dimensions of AI governance that no audit framework alone can solve.

Learning objectives:

Understand the implementation gap. Move beyond what the EU AI Act requires to explore what it actually takes to comply.

How AI governance is different: Understand usage, continuous monitoring, explainability.

Reframe shadow AI: Recognise why shadow AI is fundamentally a risk culture problem, not a detection or inventory problem and learn what it signals about psychological safety inside your organisation.

Operationalise human oversight. Unpack what “meaningful human oversight” really means in practice and understand who carries that responsibility, whether they have the training to exercise genuine judgment and the authority to intervene.

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

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Navigating Geopolitical Risk Through Operational Resilience
2026-04-20 14:00 - 15:30
Geopolitical risk is no longer an occasional disruption. It’s a persistent operating condition that can reshape supply chains, costs, trade decisions, and leadership priorities. Our panelists will break down business pressure points organizations are facing and share how to strengthen operational resilience while making decisions during times of uncertainty. We’ll discuss tax and audit considerations, helping leaders connect today’s operational strategy with tomorrow’s reporting and compliance requirements.

Learning Objectives

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

Recognize the impacts of geopolitical risk and where to pay attention as the landscape continues to shift.

Discuss near- and long-term moves leaders can apply to help reduce disruption while identifying opportunities for operational efficiency and resilience.

Distinguish key elements of tax and audit readiness, including downstream implications such as footprint changes, cross-border considerations, disclosures, estimates, and controls, and apply early coordination practices to help limit unexpected issues later in the process.

CPE Information

1.50 CPE Credit(s) (pending approval)

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

Q1 2026 IFRS Accounting Standards Quarterly Update - Rebroadcast
2026-04-16 16:00 - 17:00
Each quarter, BDO USA’s IFRS Accounting Standards Quarterly Update webcast series will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today’s hot topics and developments.

The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Describe timely IFRS Accounting Standards hot-topics and resources and their general impact on global accounting and financial reporting.

Describe updates to IFRS Accounting Standards that have occurred over the past quarter and how they compare with the guidance included in US Generally Accepted Accounting Practice.

Describe anticipated upcoming changes to IFRS Accounting Standards.

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 Accountability Gap: Aligning ownership, risk, and results in AI-driven finance
2026-04-16 14:00 - 15:00
About this Event:

As AI reshapes financial forecasting, close, controls, and integrated sustainability reporting, it’s increasingly important for finance and IT to work closely together.

In reality, CFOs and CIOs are currently accountable for different outcomes.

According to IDC, CFOs remain accountable for economic integrity, regulatory defensibility, and institutional trust, while CIOs are responsible for scalable, secure, and resilient technology enablement: which means that outcome accountability and platform responsibility can be misaligned.

To adopt a responsible approach to AI that accelerates team performance, it’s critical to establish joint ownership between the offices of the CFO and CIO.

On this webinar, Heather Herbst, Research Director, CFO Buyer Insights at IDC, Chelsea Hall, Industry Principal for Financial Reporting at Workiva, and Johna Morris, Product Marketing Director at Workiva, will explore the growing accountability gap in AI-driven finance and how leading companies are closing it.

After this webinar, you will be able to:

Identify common breakdown points in ownership and accountability within AI-enabled finance processes

Assess how to embed assurance, controls, and governance requirements into system design prior to scaling AI-enabled capabilities

Apply a framework for aligning ownership, risk, and results in AI-driven finance initiatives

Workiva offers one complimentary CPE credit for this webinar.

Navigating the Tax Credit Transferability Market: Strategies and Insights
2026-04-16 14:00 - 15:00
Webcast overview

Join the KPMG Credits, Grants, & Incentives team and Crux Climate for an in-depth webcast exploring the current state of the transferability market, legislative updates included in the OBBBA, and practical strategies for successfully executing transfers. Whether you’re considering buying or selling credits, this session will offer actionable insights and real-world examples to help you maximize the value of these incentives.

Learning Objectives:

Following this webcast, participants will be able to:

Identify the key drivers and current trends shaping the tax credit transferability market.

Analyze the impact of recent legislative and regulatory updates, including the OBBBA, on transferability transactions.

Understand practical strategies for origination, due diligence, and risk mitigation when buying or selling credits.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Tax executives, VPs of tax, Tax DirectorsField(s) of Study: Taxes – 81Prerequisites: 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 XWNST8DXGGB.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

Ensuring eligibility and maximizing energy tax credits
2026-04-16 14:00 - 15:00
With changes from the One, Big, Beautiful Bill Act (OBBB), many organizations have questions regarding energy tax credits. As our specialists consider the breadth and depth of that topic, two main areas of focus stand out: ensuring eligibility and maximizing the credit. When it comes to ensuring eligibility, meeting the requirements for beginning of construction (BOC) and foreign entity of concern (FEOC) are paramount. For maximizing the credit, navigating domestic content and prevailing wage and apprenticeship (PWA) guidelines are of utmost importance.

During this webinar, our energy credit specialists will discuss the specifics regarding meeting eligibility requirements for BOC and FEOC, along with best practices to maximize your credit when it comes to domestic content and PWA guidelines.

Learning objectives:

Identify critical new criteria to maintain eligibility for energy credits, including beginning of construction (BOC) and foreign entity of concern (FEOC).

Avoid pitfalls to maximize energy credits related to domestic content and prevailing wage and apprenticeship (PWA) requirements.

Develop best practices for tracking eligibility and optimization of energy tax credits.

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.

A strategic quantum path: Value now, learn fast
2026-04-16 13:00 - 14:00
Key takeaways

Quantum programs often stall when pilots don’t become deployable or owned. Quantum-inspired (QI) methods use today’s classical computers to deliver real-time value while building the skills, data, and governance needed for future quantum advantage. We’ll discuss:

Four design principles to jump-start a scalable quantum strategy

A pragmatic overview of quantum computing, where it fits, and realistic timelines

How QI techniques can de-risk early quantum adoption

The Silent Shift Change
2026-04-16 13:00 - 14:00
Healthcare organizations are paying a high cost for underappreciation — through clinician burnout, staff turnover, disengagement, medical errors, and a declining patient experience.

In today’s medical practices, where staffing shortages and reimbursement pressures are high, recognition is not a “nice‑to‑have.” It is a leadership lever that directly impacts workforce stability, team performance, and quality of care.

In this session, Anita Grantham will explore the hidden financial and operational costs of disengagement in healthcare environments and demonstrate how structured, authentic recognition improves retention, reduces burnout, strengthens care coordination, and supports patient outcomes.

Attendees will leave with practical strategies for embedding recognition into daily operations — from executive leadership to front‑line clinical teams.

This 60-minute webinar will provide you with the knowledge to:

Identify the measurable operational and financial costs of underappreciation in healthcare settings, including burnout, turnover, and patient impact

Explain the connection between recognition, engagement, and patient safety outcomes

Implement practical, role‑based strategies to embed consistent, meaningful recognition into medical practice workflows

Brought to you by Nectar

The power of risk quantification: Turning abstract risks into actionable decisions
2026-04-16 13:00 - 14:00
Quantifying risks is a cornerstone of effective enterprise risk management (ERM) as it transforms abstract uncertainties into actionable insights. In this session, we will demonstrate how risk quantification enables better decision-making, supports risk appetite and tolerance frameworks, enables enhanced communication, and improves risk aggregation and correlation.

Key learning objectives

After attending this webinar, participants will be able to:

Understand how to approach risk quantification

Communicate how risk quantification supports decision-making

Link risk quantification to risk appetite and tolerance frameworks

Speak to the benefits of risk aggregation and correlation

Who should attend

Chief risk officers, chief financial officers, chief executive officers, chief audit executives, heads of strategic development, board members, risk committee members, ERM leaders and risk management professionals.

Meet the speakers

John Rogula, RMPManaging Director, Risk Advisory

Matt Cordle, CRISC, CISMManager, Risk Advisory

Information about CPE eligibility

Attendees should understand how risks are evaluated (uncertainty, likelihood, impact), be familiar with common risk categories, risk identification methods, inherent vs. residual risk, and the use of risk registers and basic risk scoring frameworks. This webinar assumes a non‑technical level, covering core probability and statistics concepts such as expected value, distributions, percentiles, and variability. In addition, attendees should have prior exposure to scenario analysis and familiarity with data and spreadsheets

Advance preparation is not required. There is no cost to attend this webinar.

CPE credit: One (1) hour total credit   Level: Intermediate   Field of study: Specialized Knowledge CPE host: TaLea Boutz

A certificate of completion will be emailed to you four to six weeks after the event.

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

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Navigating TEAM: Strategic Positioning for HHAs
2026-04-16 13:00 - 14:00
The CMS Transforming Episode Accountability Model (TEAM), Medicare’s mandatory bundled payment model, launched on January 1, 2026, and is aimed at improving care quality and reducing costs by holding acute care hospitals financially accountable for costs and quality across 30-day episodes for five surgical categories. This webinar series session will explore how post-acute care providers—specifically home health agencies (HHAs), inpatient rehabilitation facilities, and skilled nursing facilities—play a strategic role in helping manage TEAM accountability by providing the right level of care in the right place at the right time. This session will focus on new opportunities presented by TEAM for HHAs to become strategic partners with hospitals to enhance quality and financial performance.

Learning Objectives

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

Describe TEAM’s episode structure and its impact on HHAs.

Identify the financial and quality drivers that shape acute provider expectations of HHAs under TEAM.

Discuss how a strategic framework for HHAs can help achieve preferred partner status under TEAM.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Centralizing your global statutory reporting process
2026-04-16 12:00 - 13:00
Key takeaways

Global statutory reporting (GSR) requirements can be complex to manage acrossjurisdictions—especially when processes, controls, and tools vary by country. In this webcast, Deloitte leaders and clients will share insights and leading practices that can help organizations simplify, standardize, and automate GSR by moving toward a more centralized, efficient compliance strategy. We’ll discuss:

Leading practices and real-world perspectives for navigating GSR complexity

Benefits of standardizing compliance with regulatory frameworks to enable centralization

Practical approaches that can simplify, standardize, and automate GSR processes

2026 banking and capital markets M&A outlook Dbriefs webcast
2026-04-16 11:00 - 12:00
Key takeaways

After several cautious years, banking and capital markets M&A activity began to reawaken in the second half of 2025 as regulatory uncertainty eased and deal conversations returned to the market. As institutions look ahead to 2026, how might banks and financial firms use improved capital clarity and strategic flexibility to pursue growth through M&A? We’ll discuss:

Practical considerations for institutions as payments modernization, digital assets, and artificial intelligence shape targeted transaction strategies

Key trends shaping the 2026 banking and capital markets M&A outlook

Strategic drivers expected to influence dealmaking

Quarterly Perspectives Q1 2026: Financial Reporting & Beyond
2026-04-16 11:00 - 12:00
Join Forvis Mazars for a moderated discussion on the latest developments shaping the accounting profession for the first quarter of 2026.

Each quarter, we’ll start by breaking down key updates from FASB, AICPA, SEC, PCAOB, and other standard setters, with a focus on what these changes may mean for your organization.

Next, we’ll explore trending topics that could impact current and future financial reporting, as well as the broader accounting industry.

Finally, we’ll look ahead to emerging issues and upcoming developments from influential standard setters.

Whether you’re involved in financial reporting or serve on a board of directors, you’ll gain practical insights and a clearer understanding of today’s challenges and tomorrow’s 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 first-quarter 2026 financial reporting.

Discuss new insights looking ahead to future reporting.

CPE Information

1.00 CPE Credit(s) (pending approval)

One 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.

From Readiness to Assessment: Navigating CMMC with Confidence
2026-04-15 14:00 - 15:00
About this Event

Defense Industrial Base organizations are under increasing pressure to understand what CMMC truly requires and how to prepare without unnecessary disruption or rework.

During the session, attendees will learn:

CMMC fundamentals: Who needed CMMC, why it was required and what it did and did not validate

CMMC levels: How levels were determined, who owned the decision and where scope was often misjudged

Readiness gaps: Where documentation and day-to-day operations fell out of sync

Technical maturity signals: C3PAO red flags that indicated readiness issues

Readiness acceleration: How organizations avoided common pitfalls, leveraged the cloud and used GRC automation effectively

Continuous monitoring: How to support CMMC readiness without conflicting with assessments

Next steps: What DIB organizations should have been doing next

CPE Credit

We are pleased to offer 1 continuing professional education (CPE) credit to those that attend the event. For more information on the CPE credits we are offering, our CPE sponsor (NASBA) and the submission process, please visit the ‘CPE Credit’ tab above.

Who should attend?

This event is designed for Federal employees who have a role in their organization around technology and software procurement, IT systems and applications, data management and security, digital experiences, customer experience, citizen engagement, customer services, public affairs, communications, DoD contractors and those needing CMMC compliance to work with the federal government. Prior knowledge of RegScale, RKON or Schellman solutions is not required; general cybersecurity initiatives and best practices will be discussed. Others are welcome.

MRP in Dynamics GP: Plan, predict and prosper
2026-04-15 14:00 - 15:00
Event overview

Material requirements planning (MRP) plays a critical role in effective inventory and production planning—but only when it’s set up and used correctly. This webinar is designed to help Microsoft Dynamics GP users better understand how MRP works and how to rely on its results.

Join RSM for this complimentary session as we walk through MRP fundamentals in Dynamics GP, including configuration best practices, key inputs and outputs, and tools for analyzing recommendations. Attendees will gain practical guidance on running MRP, interpreting results and making informed purchasing, inventory and manufacturing decisions.

Presenters

Steve Connors | Director | RSM US

Audra Beers | Manager | RSM US

Learning objectives

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

Understand core MRP concepts in Dynamics GP, including key inputs, outputs and how MRP supports inventory, purchasing and manufacturing planning.

Configure and run MRP effectively by applying best practices for item setup, order policies, replenishment methods and system preferences.

Interpret and act on MRP recommendations using inquiry windows, reports and pegging tools to make informed, data-driven supply chain decisions.

CPE credits

CPE credit availableRSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: AccountingCPE: 1.0 credits

IIA Topical Requirements: Tips and Tricks from CAEs for Conforming and Performing
2026-04-15 14:00 - 15:00
Description:

The Topical Requirements, part of the International Professional Practice Framework (IPPF), are designed to enhance the consistency and quality of internal audit services in specific risk areas. They are mandatory for assurance services and recommended for advisory services — but how do these functions best apply the requirements? Tune in to our webinar to hear from internal auditors how they have applied, or plan to apply, these requirements, using professional judgement and a risk-based approach.

Learning objectives:

Be able to list the Topical Requirements

Determine the applicability of each requirement based on the risk profile and type of engagement (assurance vs. advisory)

Know how to document exclusions and the rationale for them

Learn to integrate the multiple topical requirements when relevant to a single engagement

How to communicate the requirements and results with management and the audit committee

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.

AI in ERP: Practical Applications for Manufacturers
2026-04-15 13:00 - 14:00
Event details

Manufacturers rely on enterprise resource planning (ERP) systems as their operational system of record. This webinar examines how generative AI can help teams extract greater value from ERP data and workflows.

Designed for midmarket manufacturing organizations, this session will explore practical AI applications across forecasting and demand planning, material requirements planning, quality and anomaly detection, available to promise, and procurement automation. Our specialists will demonstrate how a model context protocol (MCP) connection enables AI to interact directly with ERP data to surface insights, respond to operational questions, and streamline processes.

Attendees will gain a grounded understanding of where AI fits naturally within ERP environments and how to approach adoption in a measured, practical manner.

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

Identify high-value AI use cases within a manufacturing ERP environment

Explain how MCP-enabled AI can interact with NetSuite data and workflows

Recognize ERP data signals and structures that support effective, measurable AI applications

Outline a practical approach to initiating AI adoption within ERP processes

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Information technology

This session is recommended for 1.0 hour 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.icipating in this webinar; therefore, there is no cancellation fee.

Additional CPE information

Scaling for Success: Turn International Ambition into Sustainable Growth
2026-04-15 13:00 - 14:00
Successful international expansion starts with a comprehensive strategy. As compliance grows more complex, between H1B Visas in the U.S., European Union (EU) pay transparency laws due by June 2026, and four new Labor Codes in India, your organization must balance global standardization with local cultural nuances. International HR and payroll technology bridges this gap by unifying data, simplifying disconnected processes and flagging compliance issues before they escalate.HR and payroll leaders today are at the center of global growth strategies, tasked with building agile, high-performing teams that deliver results across borders. Learn about the people-first global HR and payroll strategies that can help your organization expand into new markets without bypassing the people who make the business valuable.Join us for this insightful session to discover how to:

Accelerate outcomes and effectively position your business for success while keeping your people at the forefront

Leverage best practice talent and workforce management strategies to grow effectively

Uncover key issues that could compromise your international compliance strategy

Enhance your decision-making with full visibility to your international workforce

Review critical strategies to create efficiencies and improve your international business processes

Join us today!

Pending HRPA, SHRM and NASBA approval

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

2026 Yellowbook Webinar Series
2026-04-15 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.

Q1 2026 IFRS Accounting Standards Quarterly Update
2026-04-15 12:00 - 13:00

From COA Chaos to AI Confidence: A Finance Data Playbook
2026-04-14 14:00 - 15:00
Finance leaders are sprinting toward AI, but AI doesn’t “fix” finance data. It amplifies whatever is already there: messy mappings, inconsistent dimensions, chart of accounts (COA) sprawl, and disconnected source systems. In this session, we’ll move past generic “data quality” advice and walk through a practical AI-readiness scorecard you can use now.

Using real-world finance scenarios (multi-entity mapping, COA rationalization, dimension standardization), you’ll learn how to stabilize the model first, then identify the highest-ROI automation and AI use cases that become possible once the foundation is sound. We’ll end with a 30-day readiness sprint plan you can take back to your team.

Webinar takeaways: – Assess finance AI-readiness using a scorecard across data readiness, ecosystem, governance, and value realization. – Identify and prioritize 3–5 AI/automation use cases – Apply a practical approach to improving dimensionality, mappings, and COA structure

**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

Digital Assets Monthly Webcast
2026-04-14 13:00 - 14:00
This monthly webcast series provides educational insights into digital assets and the evolving crypto ecosystem. Each session covers timely topics such as blockchain fundamentals, market structure, emerging use cases, regulatory developments, and operational considerations. Sessions are suitable for audiences with varying levels of familiarity, from introductory concepts to more advanced industry developments.

The webcast is designed to provide participants with a practical understanding of crypto-related investment products, including ETPs and ETFs, alongside an overview of tokenization initiatives and key regulatory considerations shaping the market.

*CPE Credit: 1 | Field of Study: Auditing | Knowledge level: Basic | Prerequisites: NoneAdditional CPE Information

AI in Accounting Roundtable: Practical Use Cases & Advice from the Experts
2026-04-14 13:00 - 14:00
Learning Objectives

Leverage AI for Technical and Administrative Tasks: Learn how to use AI to streamline technical research, draft complex memos and policy documents, and write or optimize sophisticated Excel formulas.

Automate Tedious Workflows: Discover how accounting automation solutions, like FinQuery, are using AI to eliminate repetitive accounting tasks such as data entry, reconciliation, and expense categorization.

Improve Data Analysis and Forecasting: Understand how AI can analyze vast datasets to identify trends, pinpoint anomalies, and generate more accurate financial forecasts.

Practice Secure AI Tool Usage: Learn best practices for using AI tools securely to protect sensitive financial data and maintain compliance.

Lessons from Audit Innovator Award Winners: Strategy, Technology, and Culture
2026-04-14 13:00 - 14:00
This two‑part webinar series features recipients of this year’s Audit Innovator Award.

Session one highlights category winners recognized for innovation across Audit Strategy and Transformation, Enabling Technology, and People & Culture. Session two spotlights Audit Trailblazers recognized for sustained, multi‑year audit transformation.

Innovation can strike anywhere, and we all can be the spark that ignites change. Join Protiviti for an exclusive webinar exploring innovation in internal audit through the lens of this year’s Audit Innovator Award winners recognized for advancing Audit Strategy & Transformation, Enabling Technology, and People & Culture centered transformation. This session highlights how internal audit teams are driving meaningful change through practical, forward‑thinking approaches that elevate impact across the organization.

Don’t miss this opportunity to:

Explain how innovation is transforming internal audit and enabling teams to deliver greater impact across the organization.

Analyze practical, real‑world examples of innovative audit approaches, including strategy, technology, and people‑driven initiatives.

Identify actionable ideas that can be applied to their own audit function to improve effectiveness, efficiency, and value delivery.

Develop inspiration from award‑winning audit teams and translate their success into meaningful change within their organizations.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Auditing. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

Not-for-Profit Leadership Planning: Uncovering Hidden Risks & Rewards
2026-04-14 13:00 - 14:00
Participants will explore strategies for leadership planning within not-for-profit organizations to minimize disruption to mission and support effective talent development during leadership transitions. The session guides participants through the leadership continuity planning process, helping them identify organizational risks, leadership vulnerabilities, and potential opportunities associated with leadership changes.

Learning Objectives:

At the end of this course, the attendee will be able to:

Recognize key leadership responsibilities within their organization

Identify areas of sole ownership and potential leadership vulnerabilities

Evaluate practical approaches for addressing leadership gaps

Assess organizational risks and opportunities associated with leadership continuity planning

Develop practical steps to minimize disruption and support talent development during leadership transitions

Presenter

Karen Schuler, EVP & Lead – Nonprofit & Social Impact, CBIZ

Smarter Budgeting for Senior Living: From Guesswork to Control
2026-04-14 13:00 - 14:00
Senior living teams often face unreliable budgets due to operational distractions, inaccurate inputs, and late financial visibility. Fragmented purchasing and rising nonlabor costs create surprises finance only sees after they hit the GL – long after margin erosion has begun.

This webinar shows how real‑time spend insight, data‑driven forecasting, and commitment controls help teams prevent overspend before it occurs. See how Martus + Procurify, powered by Sage Intacct, improve accountability, purchasing consistency, and vendor visibility to better protect NOI.

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

Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct.

Identify the root causes of unreliable budgeting in senior living operations.

Analyze how commitment controls and pre‑GL approvals reduce financial surprises.

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

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Global economic outlook: tensions, trade and technology
2026-04-14 11:00 - 12:00
Recent developments in the Middle East are adding a new layer of uncertainty to an already fragile global environment.

Across industries, geopolitics is increasingly shaping supply chains, capital flows, investment decisions and strategic priorities. At the same time, businesses are navigating persistent inflation pressures, shifting trade dynamics — including the evolving outlook for the United States-Mexico-Canada Agreement (USMCA) agreement — changing monetary policy and rapid technological transformation. Against this backdrop of competing headlines and crosscurrents, separating signal from noise has never been more important.

Join our panel of economists and industry leaders for a discussion on the forces shaping the global economic outlook — and what they mean for business leaders navigating today’s complex environment.

We will focus on top-of-mind development and themes facing business leaders, including:

The economic implications of conflict in the Middle East

Inflation dynamics and the outlook for Federal Reserve policy

Growth prospects and labor market trends

AI’s impact on labor markets and productivity

Financial market and private credit risks

Learning outcomes:

Recognize current factors affecting the global economy and outlook.

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

Determine how to build resilience and robustness into your strategy.

Panelists:

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

Oliver Jones , EY-Parthenon Global Client Insight and Research Leader and EY-Parthenon Global Geostrategic Business Group Leader

Alejandro Werner, Nonresident Senior Fellow, Peterson Institute for International Economics

Moderator:

Ivan Lehon , EY Global Private Equity LeaderTechnical 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.

2026 insurance M&A outlook Dbriefs webcast
2026-04-14 11:00 - 12:00
Key takeaways

Insurance M&A activity showed renewed momentum in 2025, as improved clarity around interest rates, capital positioning, and regulatory expectations encouraged insurers to revisit previously deferred deal discussions. As organizations look ahead to 2026, how might insurers deploy capital and pursue targeted transactions to support profitable growth and long-term strategic positioning? We’ll discuss:

Practical implications for insurers such as how AI capabilities, cross-border capital, and alternative structures influence deal strategy and execution

Key trends from the 2026 insurance M&A outlook

Strategic themes shaping the year ahead and the continued role of private capital

Resilient by design: The future of controls in the Middle East
2026-04-14 10:00 - 11:00
Description:

Organisations across the Middle East are operating in an increasingly complex risk environment shaped by regulatory change, digital transformation and geopolitical developments. In this context, internal controls are evolving from a compliance requirement into a key driver of resilience and effective governance.

This webinar explores the future of controls in the Middle East, highlighting emerging trends in ICFR and internal control frameworks and how organisations should be thinking about strengthening their control environments to respond to disruption and change. Drawing on Deloitte’s global perspective, the session will discuss how data, technology, and risk-based approaches can help organisations in the Middle East build more resilient, value-driven control environments.

Learning objectives:

Understand key trends shaping internal controls in the Middle East.

Recognise how strong control environments support organisations during periods of disruption and change.

Explore the shift from compliance-focused controls to resilience-driven frameworks.

Identify how data and technology are transforming controls monitoring and oversight.

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.

Tuesdays at Ten: Operational Efficiency Assessment
2026-04-14 10:00 - 11:00
Join Forvis Mazars to learn how an operational efficiency assessment can help strengthen financial and clinical performance. Our experienced professionals will discuss how data analysis, benchmarking, and workflow reviews can reveal opportunities to help improve patient access, provider utilization, and overall operational effectiveness. In addition, this session will offer practical steps organizations can take to streamline processes, align staffing and compensation models, and enhance revenue cycle performance to support long‑term sustainability and growth.

Learning Objectives:

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

Identify key operational drivers that influence patient access, provider efficiency, and financial performance.

Evaluate improvement opportunities by using benchmarking, scheduling analysis, staffing models, and workflow assessments.

Discuss core revenue cycle components and enhancements in registration, charge capture, denials, and follow-up that can help improve margins.

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.
