Important July 6 Filing Update for R&D Tax Credits: Insights and Practical Guidance Under the One Big Beautiful Bill
2026-06-04 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
A rare, time-sensitive, filing window to identify and secure cash refunds is approaching, and many small and medium sized businesses don’t realize what’s at stake. Under the One Big Beautiful Bill Act (OBBBA), qualifying businesses now have a final opportunity to amend 2022–2024 tax returns to immediately expense domestic R&D costs and make or fix a Section 280C election. However, this is only if amended returns are filed no later than July 6, 2026 (or the earlier expiration of the statute of limitations for each year). Miss the date, and this flexibility is gone for good.

This timely session is designed for Human Resource, Payroll, and Tax leaders alike – who play a critical role in data, documentation, and execution. We’ll break down what’s changed under the OBBA, why the July 6, 2026, deadline is non-negotiable, and how employers can act now to avoid costly expenses, missed credits, and compliance risk—while preparing payroll and tax teams for the new documentation rules taking effect in 2026.

Key focus areas for this webinar include:

What changed under the OBBA related to R&D and why it matters to employers

Understanding the July 6 amendment deadline & which returns may be impacted

How the Section 280C election affects R&D credit outcomes and amended filings

The role of HR and Payroll data in supporting R&D credit documentation

Preparing for upcoming R&D documentation and filing requirements taking effect in 2026

Time is ticking, don’t miss out!

This webinar is approved for 1 CPE credit.

Q2 2026 Quarterly accounting webcast
2026-06-04 13:00 - 14:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2026.

If you are not able to join our webcast on June 4, register for another session on June 10 or June 23.

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

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

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the June 4, June 10, and June 23 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Public Pension Plan 2026
2026-06-04 14:00 - 16:00
Event Overview

This webinar delivers an overview of key issues impacting state and local government public pension plans. Through four focused sessions, participants will receive updates on government accounting standards, explore fraud and cybersecurity risks, and learn practical strategies to strengthen internal controls and governance. The program concludes with a peer-led roundtable discussion, offering real-world insights and best practices to help attendees navigate today’s evolving public pension landscape.

Learning Objectives

Examine current and upcoming government accounting standards relevant to state and local public pension plans, including standards affecting near-term and future financial reporting.

Identify key operational and compliance risks facing public pension plans, including fraud and cybersecurity threats, and evaluate strategies to mitigate those risks.

Implement and strengthen internal controls and organizational practices to reduce exposure to fraud, improve cybersecurity preparedness, and enhance overall plan governance.

Recognize emerging trends and challenges within the public pension plan landscape by learning from peer experiences and industry best practices.

Apply practical insights from subject matter experts and peer discussions to support informed decision-making and continuous improvement within public pension plan operations.

Presenters

Janeen Hathcock, CPA, Partner

Janeen has more than 11 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31, 2021, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities, such as counties, cities, and towns, and she performs both internal and external trainings on a variety of accounting and audit topics.

Doug Cash, CFE, CFI, CFCI, CECFE, Senior Manager

Doug has more than 25 years of experience assisting government agencies with prevention, detection, and prosecution of fraud-related matters, such as internal control consulting, financial exploitation investigations, specialty interviewing, expert witness testimony, internal investigations, and employee theft/embezzlement incidents.

Rob Else, CISSP, Director/Cybersecurity Practice Leader

Rob is a cybersecurity consultant dedicated to helping businesses strengthen their defenses with practical, risk-focused solutions. With nearly 25 years of experience in IT and cybersecurity, Rob bridges the technical with the strategic, making cybersecurity both accessible and actionable. His approach is centered on understanding each client’s unique challenges and crafting tailored solutions that not only protect their assets but also strengthen resilience against emerging threats. Rob’s mission is to empower businesses with the confidence to manage their security posture, equipped with the right tools and knowledge to sustain a secure environment.

Brad A. Berls, CPA, Partner/Idaho Market Leader

Brad joined Eide Bailly in 2006 and has experience providing the full range of public accounting services to a wide variety of clients, including those in the manufacturing and nonprofit industries, as well as governmental entities. He also has experience servicing employee benefit plans for business clients and regularly conducts audits and financial reviews.

Paul Skeen, CPA, Partner/Board of Directors/Utah Market Leader

Since 1999 he has gained experience in public accounting, which includes involvement in all aspects of financial and compliance audits, with emphasis in assurance services to dealerships, resorts, technology companies and governmental entities. He has extensive knowledge of governmental reporting rules, having worked with these entities throughout this career. He is a frequent presenter on technical issues related to governmental entities.

CPE Information:

CPE Credits: 2

Field of Study: Auditing Governmental

Level of Knowledge: Overview

Delivery Method: Group Internet Baseded

Additional Information

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

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

2026 Florida Public Sector & Nonprofit Summit
2026-06-05 09:00 - 11:15, 2026-06-05 11:15 - 13:15
2026 Florida Public Sector & Nonprofit Summit: Day 1

Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more.

Learning ObjectivesUpon completion of this program, participants will be able to:

Recall and understand recent GASB changes and pronouncements, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency, strengthen cybersecurity, and enhance financial resilience in local government finance operations while leveraging data, automation, and AI tools to support smarter decision making, compliance, and sustainable service delivery.State how operational assessments can help uncover inefficiencies, risks, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

2026 Florida Public Sector & Nonprofit Summit: Day 2

Join us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update, automation and artificial intelligence (AI) trends, today’s changing cybersecurity and IT security environment, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals.

Learning ObjectivesUpon completion of this program, participants will be able to:

Identify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology, Economics, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

2026 Florida Public Sector & Nonprofit Summit: Day 3

Join us for the third day of this dynamic, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates, strategies, and best practices to help enhance your organization’s operations, compliance, and fundraising efforts.

Learning ObjectivesUpon completion of this program, participants will be able to:

Recognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing, Taxes, Business Management and Organization, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Each day has two sessions, a morning and an afternoon session, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session.

CPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)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.

Plante Moran International Inbound Webinar Series
2026-06-09 10:00 - 11:00
Entering the U.S. market can be challenging, especially during periods of economic, regulatory, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively, establish operations smoothly, and navigate the U.S. business environment with confidence. During this webinar, attendees will hear from specialists across our state and local tax and international tax practices, our global mobility tax practice, and our commercial real estate advisors practice, offering a wide range of perspectives for international businesses.  Learning objectives:

Identify planning strategies to establish your presence in the United States.

Understand the fundamentals of federal, state, and local tax systems.

Explore current real estate trends and what they mean for your business location strategy.

Understand the resources needed to effectively manage your global workforce.

Anticipated CPE : 1 credit, Tax

Once an organization is past the initial steps of entering the U.S. market, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations, managing logistics, navigating transfer pricing complexities, and maintaining regulatory readiness. During this webinar, attendees will hear from our transfer pricing practice, our strategy and operations team, and our international audit practice, helping you streamline operations and reduce risk. Learning objectives:

Learn key considerations for location, scalability, and compliance for U.S. warehousing activities.

Understand relevant costing and margin intelligence considerations.

Learn U.S. transfer pricing complexities, and strategic opportunities for intercompany pricing.

Discover best practices to ensure your operations are running smoothly.

Understand regulatory requirements to help you stay in compliance.

Anticipated CPE : 1 credit, Production – Non-technical

Global businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable, long-term success.

Learning objectives:

Learn why M&A is often the preferred approach for accelerating market entry and scaling operations.

Discover key risks under diligence when buying or selling, along with key integration issues.

Understand actionable strategies for expanding in the U.S. market.

Review current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market.

Anticipated CPE : 1 credit, Business Management & Organization – Non-technical

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.

Affordable Housing: Tax, Audit & Lending Updates
2026-06-09 10:00 - 11:00
Want to stay informed on the latest regulatory developments affecting the affordable housing sector? Join us for a comprehensive session covering new tax legislation, recent audit and accounting changes, and evolving lending requirements. Gain actionable insights into how these updates impact compliance, financial reporting, and access to financing for affordable housing projects.

Learning Objectives

Define the Impact of New Tax Legislation on Affordable Housing Projects.

Evaluate Recent Audit and Accounting Changes Relevant to Affordable Housing.

Analyze Evolving Lending Requirements and Their Effect on Project Financing.

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

A Practical Appraisal of Choosing the Right Accounting System as Your Business Scales
2026-06-09 12:00 - 13:00
As businesses grow, accounting needs become more complex. Join Bennett Thrasher and Sage for a practical comparison of QuickBooks Online and Sage Intacct to help determine the right fit for your next stage of growth.

Date: Tuesday, June 9, 2026

Time: 12 – 1 PM | Eastern

Format: Live webinar with Q&A

CPE Credit: One hour

Overview

Many companies begin with QuickBooks Online because it is simple and efficient. But as operations expand, finance teams often need stronger reporting, automation, multi-entity capabilities, and greater visibility. This session will compare QuickBooks Online and Sage Intacct to help leaders understand where each platform fits, common limitations, and what to consider when planning the next stage of growth.

What You’ll Learn

Core differences between QuickBooks Online and Sage Intacct Reporting, dashboards, and visibility capabilities

Multi-entity and consolidation considerations

Automation and workflow efficiencies

When businesses typically outgrow QuickBooks

Online Implementation and migration planning tips

When outsourced accounting may also be worth considering

Who Should Attend

This webinar is designed for:

Companies evaluating new accounting systems

CFOs

Controllers

Finance Directors

CEOs of growing businesses

Phase One: Pathways to Public – Diligence, Decisions, and Market Conditions
2026-06-09 12:00 - 13:00
In our Public Listing Pathway Series, explore the first phase of going public, how companies evaluate readiness, assemble the right team, and make disciplined decisions against shifting market conditions. Panelists will walk through the due diligence lens investors and regulators bring to early-stage IPO or alternative planning, the audit and internal control requirements that often drive the timeline, and how to articulate a credible equity story supported by the right management team, reliable data and governance. The session aims to give participants a practical framework for deciding if, when, and how to pursue an IPO or alternative transactions, while avoiding common first-time issuer pitfalls.

Moderator

Michael Brooder, Managing Director, CBIZ

Presenter

Jeffrey Solomon, Managing Director, CBIZ

Prior Authorization: Leveraging Automation to Reduce Denials
2026-06-09 13:00 - 14:00
Obtaining prior authorizations from payors is one of the most complex and costly workflows for healthcare providers. Join this informative webinar to learn how your organization can leverage strong pre-service workflows, artificial intelligence (AI), and analytics to help improve the authorization process and reduce denials. Our presenters will explore common obstacles to obtaining and validating authorizations, structure and workflow improvements, and strategies for using technology to help improve performance.

Learning Objectives

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

Identify common issues and obstacles related to prior authorizations.

Discuss ways to help improve the authorization process, including enhanced policies, procedures, and documentation.

Apply strategies that use AI, automation, and analytics to help reduce denials and improve performance.

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.

AI in Action: Building A Modern, High-Scaling Finance Function
2026-06-09 13:00 - 14:00
​When Northspyre outgrew Excel, CFO Jacob Walls partnered with Una to embed AI into the core of their financial operations. By replacing manual gatekeeping with machine learning, Northspyre now uses predictive algorithms to project business development capacity and navigate a volatile macro environment marked by high seasonality.

This session explores how Northspyre scaled its finance function without increasing headcount. Discover how Una’s open collaboration features transformed static data into a dynamic engine, allowing the team to maintain agility and precision in an ever-shifting market.

This topic represents the evolution of the CFO’s office from a reactive back-office function to a proactive, tech-driven engine that provides investor-grade insights in real-time.

Learning Objectives:

Deploying Agentic AI: Moving beyond static dashboards to AI-driven variance analysis and forecasting.

Automated Anomaly Detection: Utilizing AI to proactively identify budget risks and operational irregularities before they impact the P&L.

The AI-Ready Tech Stack: A blueprint for replacing legacy spreadsheets with an intelligent modeling platform capable of delivering high quality insights.

This webinar is eligible for 1 CPE credit.

Optimizing IRS Form 990 Amid Increased Scrutiny
2026-06-09 13:00 - 14:00
In recent years, not-for-profit organizations have faced heightened scrutiny from both the general public and government authorities, notably through executive orders. Form 990 has become a critical tool for transparency and accountability. This webinar will delve into strategies for optimizing Form 990 to meet the rigorous standards of watchdog entities, ensuring your organization remains compliant and transparent. Participants will gain insights on best practices, common pitfalls, and how to effectively present organizational data to withstand scrutiny.

Presenters

Aaron M. Fox, CPA, National Not-For-Profit Tax Leader , CBIZSara Smith, Senior Manager, CBIZ

Q2 R&D Tax Credit Update: Critical Deadlines, AI Impacts and 2026 Planning Considerations
2026-06-09 13:00 - 14:00
Description

The research and development (R&D) tax credit landscape is evolving in 2026, bringing both urgency and opportunity. Join our Q2 update to learn what you need to know before the July 6 amendment deadline for businesses under $31 million in revenue.

We’ll also explore how AI and advanced technologies are redefining qualifying R&D, along with key legislative and technical updates impacting claims this year. Walk away with practical insights to assess eligibility, meet deadlines and strengthen your position going forward.

Learning Objectives

Identify key federal R&D tax credit changes and developments impacting taxpayers in 2026

Evaluate eligibility considerations and planning opportunities related to the July 6 federal amendment deadline for small and mid-sized businesses

Assess how AI and emerging technologies may affect R&D qualification under IRC Section 41

Recognize common documentation, substantiation, and examination considerations associated with modern R&D tax credit claims

Who Should Attend

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

CPE Accreditation

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

Domestic tax quarterly webcast series: a focus on state tax matters - June 2026
2026-06-09 13:00 - 14:30
For our second quarterly webcast in 2026, speakers from our Sales & Use Tax group, our State Tax Policy group, State Tax Controversy group, and our Washington State tax desk will discuss various topics of interest to multijurisdictional businesses.

Featured topics include:

State and local tax legislative activity focused on digital advertising, social media and data collection and brokerage services and how these taxes differ on scope and application

State legislative activity related to data centers, with some states pulling back on credits and exemptions and other states enhancing credits and exemptions to attract data centers to their states

Recent state income tax apportionment cases

Washington State sales and use and business and occupation tax legislative developments

We will round out the webcast with a high-level discussion of recent developments affecting multijurisdictional entities.

Please join us for this 90-minute, interactive webcast. We welcome and encourage you to ask questions.

Learning objectives

Discuss the state activity regarding digital ad and social media taxes, tax exemptions and credits available to data centers, recent legislative developments in Washington State as well as key legislative and judicial developments from other states of interest to multijurisdictional businesses.

Panelists

Jessica Brown, Indirect, State and Local Tax, Ernst & Young LLP, Washington, DC

Darcy Kooiker, Indirect, State and Local Tax, Ernst & Young LLP, Seattle, WA

Melissa Miller, Indirect, State and Local Tax, Ernst & Young LLP, Chicago, IL

Karl Nicolas, Indirect, State and Local Tax, Ernst & Young LLP, Washington, DC

David Sawyer, Indirect, State and Local Tax, Ernst & Young LLP, Atlanta, GA

Scott Susko, Indirect, State and Local Tax Controversy Leader, Ernst & Young LLP, Boston, MA

Moderator

Natalie Haynes, Indirect, State and Local Tax Sales and Use Tax Leader, Ernst & Young LLP, St. Louis, MOecting investment decisions; identify leading operating model practices; discuss energy-related tax credits and incentives.

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.

Retail–CPG collaboration: Growth in the value-seeking era
2026-06-09 14:00 - 15:00
Key takeaways

As price-driven gains fade and consumer value-seeking becomes mainstream, retailers and consumer packaged goods (CPG) companies face a shared challenge: generating sustainable top-line growth. Our panel will explore how stronger collaboration across shared insights, supply chain, and commercial decisions can help unlock meaningful top-line growth. We’ll discuss:

Use of artificial intelligence to strengthen retailer-supplier collaboration through greater transparency, lower manual effort, and sharper focus on joint opportunities

Benefits of end-to-end commercial and supply chain collaboration for retailers and CPGs

Priority collaboration levers including revenue growth management, joint business planning, forecasting, and fulfillment

10-Q and K Disclosure Prep: The Latest Trends in SEC Disclosure
2026-06-09 14:00 - 15:00
(1 CPE) In addition to potential significant SEC rulemaking, SEC disclosure expectations continue to evolve as companies prepare for mid-year reporting, bringing new questions around comment letter trends, disclosure clarity, and emerging areas of regulatory focus.

Join the SEC Professionals Group (SEC Pro) to explore the latest developments shaping SEC reporting and practical insights to help you navigate the upcoming filing cycle with confidence. Guests Melissa Rocha (KPMG) and Chelsea Hall (Workiva) will examine SEC trends, comment letter themes, and disclosure pitfalls observed in recent filings.

This timely session, designed for accounting and financial reporting professionals, features real-world examples and live Q&A. Learn practical strategies to strengthen disclosures and stay ahead of changing SEC expectations.on-based, with plenty of examples to illustrate key learning points. And, with GAAP Dynamics, you know it will be fun!

More CPE information →

Law firm mergers: Leading practices for Day 1 readiness + value capture
2026-06-09 14:00 - 15:00
Webcast overview

Is your law firm planning to acquire or merge to build a future-ready firm? Do you have concerns about disrupting the delicate balance of your partnership in pursuit of growth? Is your leadership team working to build an undeniable deal thesis that will win the partner vote and get you to ‘yes’?

Join our LegalWatch webcast for a discussion on executing law firm mergers successfully and navigating the unique aspects of bringing two firms together.

As part of this discussion, we will cover:

The art of ‘getting to yes’: Building a convincing deal thesis and navigating the path to winning the critical partner vote

Achieving Day 1 revenue synergies: Establishing operations to support immediate value capture

Designing a client-focused integration: Creating a program centered on the client and partner experience from Day 1

Aligning conflicts and new business intake: Managing compliance and operations across new jurisdictions

Building the future-ready firm: Developing a unified technology, data, and AI strategy to drive sustainable, long-term growth

Don’t miss this insightful discussion!

Learning Objectives:

This webcast will provide strategic guidance on executing successful law firm mergers, with a focus on navigating the path from building a convincing deal thesis to achieving a client-focused, tech-enabled integration.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: This content is ideal for the C-suite and senior business services executives who are responsible for the operational management and strategic direction of law firms.Field(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 XGNVD9JYXZ2.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

Closing the AI Governance Gap Before It’s Too Late
2026-06-09 14:00 - 15:00
About this Event:

The governance frameworks that got you here weren’t built for AI.

Traditional governance was built for systems that do the same thing every time. AI doesn’t work that way. Today’s AI systems—including a growing number of agentic tools now entering finance, audit, and compliance workflows—operate at machine scale but with human unpredictability. They don’t process every transaction the same way. They produce probabilistic outputs, not deterministic ones. And unlike the machines your current controls were built for, they can be wrong in ways that are difficult to detect and costly to unwind.

In this webinar, Workiva and KPMG will address what’s changed, what’s at stake, and what practitioners can do to ramp up AI governance right now.

Drawing on KPMG’s Trusted AI framework, COSO’s emerging GenAI guidance, and Workiva’s practitioner research, this session gives audit and risk professionals a clear, practical path from AI adoption to AI accountability.

You’ll leave with a governance framework you can apply immediately—and the language to bring leadership with you.

After this webinar, you will be able to:

Identify the primary risks of ungoverned AI use—including shadow AI, data leakage, and hallucination liability

Explain why AI governance is a business-wide imperative, not solely a technology or compliance function

Distinguish between the appropriate roles of AI and human judgment in a risk context, including defining escalation triggers and maintaining the “human in the loop”

Evaluate your organization’s AI governance maturity, and identify priority actions to advance from current state toward assurance-ready governance

Workiva offers one complimentary CPE credit for this webinar.

State tax audits & controversies: Strategic approaches for better outcomes
2026-06-09 14:00 - 15:00
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness, what to expect during the audit cycle, and working through disputes. Throughout the session, we’ll answer the questions we hear most often from clients facing state tax controversy matters.

Join us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.

Learning objectives:

Understand approaches auditors use to review state income, franchise, gross receipts, and sales and use tax returns.

Identify current trends in state tax audits.

Outline practical strategies for managing state tax controversies, including key considerations before, during, and after an audit.

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.

The Sandwich Firm Squeeze: Aligning Business Strategy, Client Expectations, and Workflow
2026-06-09 14:00 - 15:00
Description

Today’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control, team demands for automation and flexibility, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.In this candid, practitioner-led session, CPA firm owner Karen Collom shares how modernizing her workflow with a connected, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team, improved client retention across the entire technology spectrum, and transformed her practice into a high-value asset.Join us to explore the operational decisions that separate firms that thrive from those that grind, and learn how to build a practice that works for everyone.

Learning Objectives:

Identify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.

Evaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.

Apply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.

Recognize the operational characteristics that increase firm valuation and attractiveness to buyers, successors, and strategic partners.

Who Should Attend:Tax & accounting firm owners, sole proprietors, managing partners, and practice leaders who are evaluating their current workflow, technology stack, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software.

Prerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE Credit: 1CE Credit: 0

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.@intuit.com.

2026 Tax Break Summer Series
2026-06-09 14:00 - 15:00
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness, what to expect during the audit cycle, and working through disputes. Throughout the session, we’ll answer the questions we hear most often from clients facing state tax controversy matters.

Join us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.

Learning objectives:

Understand approaches auditors use to review state income, franchise, gross receipts, and sales and use tax returns.

Identify current trends in state tax audits.

Outline practical strategies for managing state tax controversies, including key considerations before, during, and after an audit.

Anticipated CPE : 1 credit, Tax

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.

Ask Ryan Lazanis Anything
2026-06-09 15:00 - 16:00
After successfully building and exiting a cloud-based firm, Ryan now spends his time helping thousands of firm leaders move away from the hustle and toward more streamlined operations that support the lifestyles they truly want.Luke Frye, CPA, Canopy’s accountant in residence, will moderate the conversation, but the ultimate direction is up to you. Get ready to “upsmart” your operations, automate your most tedious tasks, and learn how to scale your firm without feeling tethered to your desk.

What you’ll learn:

Ryan’s take on where automation and AI are providing the most valueeason ahead.

How to stop the cycle of constant “busy work” and start building a self-sustaining firm

Strategies for choosing a unified tech stack that eliminates tool sprawl and fatigue

CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.

Tribal General Welfare Regulations: Final Rules and Next Steps
2026-06-10 07:00 - 08:00
Join us for a panel discussion on Tribal General Welfare Regulations: Final Rules and Next Steps, where we’ll break down the recently finalized regulations and what they mean for Tribal governments moving forward. Our panel of specialists will cover key provisions of the final rules, including effective dates, transition considerations, and enforcement implications. We’ll also explore important topics such as community outreach, funding and program flexibility, and trust distributions, helping you understand how these changes may impact your programs and operations. The session will conclude with a practical, step-by-step action plan outlining what Tribes should be doing now to prepare, implement, and remain compliant under the new regulations.

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.

Higher Ed Outlook Series: Lessons in Resilient Leadership
2026-06-10 10:00 - 11:00
What does it really take to lead when an institution is under strain? In this candid conversation, a former university president shares important lessons from a series of interviews and conversations with other current and former presidents about leading institutions through sustained turbulence. Designed for current and aspiring presidents, this webinar focuses on practical leadership choices, personal resilience, and the realities of decision making when resources, morale, and time are limited. Participants will gain insights they can apply in today’s uncertain higher education environment, helping enhance their experience in the presidency and their institution’s outcomes.

Learning Objectives

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

Identify core leadership behaviors that support institutional stability during periods of financial, enrollment, or governance stress.

Apply practical strategies for building personal resilience and sustaining executive effectiveness in high‑pressure presidential roles.

Evaluate common leadership missteps in turbulent times and adjust decision‑making approaches to help improve outcomes for stakeholders.

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.

Beyond Skills and Training: Confronting Uncertainty in the Age of AI
2026-06-10 11:00 - 12:00
Join us for an interactive webinar that builds on insights from the Protiviti and London School of Economics GENERATIONS research to explore the most human side of AI at work: fear — what drives it, how it manifests in the workplace, and why it can quietly undermine adoption. While organizations are increasingly clear about what AI can do, many struggle to connect the dots for employees on what AI means for their roles, skills and future career paths.

Join us on Wednesday, June 10th for a 60-minute discussion where Protiviti Managing Director Matt Duncan will be joined by Dr. Daniel Jolles from The Inclusion Initiative at the London School of Economics.They will cover:

Where AI change efforts often break down, and how leaders can better translate AI strategy into day‑to‑day impact on their most important assets, their people.

What fear signals about trust, identity and uncertainty — and what the evidence shows actually reduces anxiety while improving performance.

Real‑world examples of how organizations are addressing fear through manager enablement, role clarity and transparent communication.

Learning Objectives:

Identify common sources of employee fear related to AI adoption and role change.

Explain why AI initiatives often stall when leaders fail to translate enterprise strategy into individual level implications.

Differentiate between productive concern and disengaging fear, and recognize how each may show up in the workplace.

Describe evidence based actions leaders and managers can take to reduce uncertainty and build trust during AI driven change.

Apply practical communication and change approaches to help employees understand how their roles may evolve alongside AI.

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: Business Management & Organization. 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.

IFRS® Institute: Mid-year Update 2026
2026-06-10 11:00 - 12:00
Webcast overview

How are recent IASB and Interpretations Committee’s standard-setting developments and IEEPA tariffs overturn impacting your financial reporting?

Join our 60-minute webcast for a clear, practical discussion summarizing key topics relevant to accounting professionals preparing for new standards and dealing with evolving challenges in the international financial landscape.

By attending, you will gain:

Real-world perspectives on IFRS 18: Hear how the standard has been applied so far, benchmark IAS 8 disclosures, catch up on views from the regulators.

In-depth standard setting updates: A dedicated deep dive into the latest developments and new amendments from the IASB, with a focus on payments via electronic transfers.

A practical framework for accounting for tariffs and potential refunds: Understand the “virtually certain” threshold in IAS 37, navigate the probability line, and learn how to address subsequent events and disclosure requirements.

Clarity on Interpretations Committee agenda decisions: Unpack latest decisions, with a specific focus on those relating to IFRS 18

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

Navigating tax and fiscal policy in Americas critical minerals supply chains
2026-06-10 12:00 - 13:00
As governments prioritize critical minerals to support national security, industrial policy objectives and evolving energy goals, companies face an increasingly complex environment of incentives, trade blocs and regulatory intervention. This webcast will explore what these developments mean for critical minerals producers, processors and investors — today and in the future.

Join us for the 2026 EY Americas Metals & Minerals Tax webcast, which brings together leaders from across the metals and minerals ecosystem to discuss how evolving tax, trade and fiscal policy frameworks are reshaping supply chains throughout the Americas.

Key topics include:

A critical minerals trade policy overview: an update on the latest trade, tariff and policy developments affecting critical minerals supply chains across the Americas

Nation-building and the evolving trading bloc landscape: insights into how regional alignment and strategic mineral initiatives such as Project Vault are influencing cross-border trade and investment decisions

Supply chain and operating model considerations: perspectives on how companies are adapting operating models in response to policy-driven supply-chain realignment

Incentives vs. intervention: a discussion on tax credits (including US Section 45X), incentives and other fiscal tools — alongside emerging penalties and compliance considerations

Panelists

Margaret Brown, Partner, International Tax and Transaction Services – Transfer Pricing, Ernst & Young LLP (US)

Alicia Dominguez, EY Chile Mining and Energy Leader; Partner, EY Consultores Limitada

Blake Harden, Managing Director, Washington Council Ernst & Young, Ernst & Young LLP (US)

Jon Wojnicki, Co-Leader, EY-Parthenon; Partner, Ernst & Young LLP (Canada)

Moderator

Greg Matlock, EY Americas Metals & Mining Tax Leader

EY member firms do not practice law where not permitted by local law or regulation. Ernst & Young LLP (US) does not practice law or offer legal advice.

Learning objectives: Identify recent trade and tariff policy developments affecting critical minerals supply chains; analyze how regional alignment and strategic initiatives are affecting investment decisions; identify leading operating model practices; discuss energy-related tax credits and incentives.

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.

Insurance Industry Symposium
2026-06-10 12:00 - 13:00
Webcast overview

We are pleased to invite you to the KPMG Insurance Industry Symposium. This virtual event will feature timely updates on insurance industry issues from KPMG subject matter professionals. During this webcast, we will discuss:

Agenda

Navigating the AI Driven Modernization Journey

Explore strategic approaches to accelerating legacy modernization using AI, balancing rapid innovation with critical data governance and security principles.

Private Equity and Advancing Insurance Distribution

Analyze how private equity involvement is driving market consolidation and accelerating the need for modernized operational models across the insurance distribution sector.

Learning Objectives:

Following this webcast, participants will be able to:

Discuss strategic approaches to accelerating legacy modernization using AI, balancing rapid innovation with critical data governance and security principles

Analyze how private equity involvement is driving market consolidation and accelerating the need for modernized operational models across the insurance distribution sector

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: C-level executives, Board directors, Former partners, General alumni, VPs and SVPs, Audit executives, OtherField(s) of Study: Specialized Knowledge – 85

The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: 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 GLN54XH3ZDL.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

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

Practical AI in NetSuite: What MCP connectors mean for finance, Ops and IT
2026-06-10 12:00 - 14:00
NetSuite 2026.1 introduced more than 15 AI features in what Evan Goldberg called “the biggest update in NetSuite’s history.” Most of it requires real adoption work — permissions to redesign, governance to define and a new front door, the MCP connector, that determines what artificial intelligence (AI) tools can actually see and do within your environment.

This webinar moves past the hype and into what’s shipping today. You’ll see Claude reach into a live NetSuite instance through Baker Tilly’s Precision AI connector, watch the SuiteCloud Developer Assistant generate working SuiteScript with tests and documentation in minutes and walk away with a concrete view of where AI-augmented NetSuite is heading — including Autonomous Close, the open agentskills.io standard NetSuite became the first ERP to adopt and the four new role archetypes most adoption frameworks skip.

If you’ve been asked, “What’s our AI plan for NetSuite?” and need something better than a feature list, this session is for you.

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.

Consumer Markets Hot Topics Webcast
2026-06-10 13:00 - 14:00
Join PwC leaders for a CPE-eligible virtual webcast on what’s next for the consumer sector.

Presenters:Ali Furman, Consumer Markets Industry Leader, PwC USJill Niland, Partner, Cloud Engineering, Data & Analytics and AI, PwC USMike Ross, Consumer Markets Deals Leader, PwC USJason Ruge​, Head of US Google Cloud Alliance and Practice, ​PwC USJohn Thompson, Principal, Fraud, Investigations and Regulatory Enforcement, PwC USMark Truchan, Principal, Trade and Tariffs, PwC USAnthony DiFruscio​, Head of AI Sales, ​Google

Who should attend: Consumer Markets C-Suite leaders (CEO, COO, CFO, CSO, CCO, CRO, CDO, CTO, CIO) and SVP/VP/Directors across Transformation, AI, Trade, Compliance, Finance, Supply Chain, and Marketing.

CPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.
