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DTSTART;TZID=America/New_York:20260528T130000
DTEND;TZID=America/New_York:20260528T140000
DTSTAMP:20260604T105712
CREATED:20260425T141653Z
LAST-MODIFIED:20260425T141659Z
UID:10011002-1779973200-1779976800@www.freelivecpe.com
SUMMARY:The data advantage: How leading funds accelerate insight\, governance and performance
DESCRIPTION:Identify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct \n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: Specialized KnowledgeCPE host:  Savanah Sendek \n\n\n\nInformation about CPE eligibility:\n\n\n\nIdentify the root causes of unreliable budgeting in senior living operations. Analyze how commitment controls and pre‑GL approvals reduce financial surprises. Apply best‑practice forecasting and procurement processes using Martus + Procurify with Sage Intacct \n\n\n\nAdvance preparation is not required. There is no cost to attend this webinar.  \n\n\n\nCPE credit: One (1) hour total credit   Level: OverviewField of study: Specialized KnowledgeCPE host:  Savanah Sendek \n\n\n\nA certificate of completion will be emailed to you four to six weeks after the event.     \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker 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.
URL:https://www.freelivecpe.com/event/the-data-advantage-how-leading-funds-accelerate-insight-governance-and-performance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260604T105712
CREATED:20260425T145011Z
LAST-MODIFIED:20260425T145018Z
UID:10011012-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Breaking Down HR–IT Silos to Power a More Productive Workforce
DESCRIPTION:Automation. Rising productivity expectations. Expanding security demands. The pressure on HR and IT has intensified — yet too many organizations are still operating with disconnected workflows and fragmented IT systems. \n\n\n\nIt’s time to rethink how HR and IT work together. \n\n\n\nJoin ADP and Sapient Insights Group for a focused\, action-driven session on how leading organizations are aligning HR and IT to simplify operations\, reduce risk and deliver a seamless employee experience. \n\n\n\nThis session will help leaders: \n\n\n\n\nIdentify and eliminate workflow gaps between HR and IT that slow productivity\n\n\n\nClarify shared ownership across workforce technology\, automation and security\n\n\n\nReduce system fragmentation that impacts employee engagement and retention\n\n\n\nImplement practical steps to deliver a seamless employee journey — from onboarding through offboarding\n\n\n\nBuild a stronger HR–IT partnership that supports long-term growth\n\n\n\n\nJoin us! \n\n\n\nPending approval for 1 HRCI\, 1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/breaking-down-hr-it-silos-to-power-a-more-productive-workforce/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260604T105712
CREATED:20260425T141236Z
LAST-MODIFIED:20260425T141908Z
UID:10011001-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Emerging Trends in the Nonprofit Sector
DESCRIPTION:Event Overview\n\n\n\nThis session provides a timely\, practical overview of the forces reshaping nonprofit organizations. Subject area experts will discuss key developments affecting stakeholder expectations\, regulatory and compliance considerations\, governance and leadership transitions\, and technology adoption. Designed for nonprofit leaders and trusted advisors\, the session focuses on translating emerging trends into clear\, actionable insights that help organizations protect their mission\, manage risk\, and enhance long-term impact in an increasingly complex operating environment. \n\n\n\nLearning Objectives  \n\n\n\n\nIdentify key trends reshaping the nonprofit sector and their governance and accountability implications.\n\n\n\nDetermine financial and operational risks affecting nonprofit sustainability and resilience.\n\n\n\nExplain how talent constraints\, leadership transitions\, and technology adoption influence nonprofit operating models.\n\n\n\nApply sector trends to develop practical\, stakeholder-ready recommendations that support compliance and mission success.\n\n\n\n\nPresenters  \n\n\n\nKim Hunwardsen\, Partner/Tax-Exempt Organizations Practice Leader \n\n\n\nKim leads our exempt organization tax practice and is a member of Eide Bailly’s National Tax office. Her 30 years of public accounting experience has been devoted entirely to working with various types of tax-exempt organizations including private foundations\, hospitals\, higher education institutions\, and other public charities. During this time\, she has worked closely with many nonprofits to address challenging tax issues so that they are resolved in the manner most beneficial to the organization. Kim consults on issues such as mergers and acquisitions\, formation of tax-exempt entities\, unrelated business income issues\, compensation and benefit issues\, restructuring of healthcare systems\, IRS exams\, and community health needs assessments\, among many other unique requirements of exempt organizations. Kim is a frequent speaker regarding tax issues that impact nonprofit organizations. \n\n\n\nDeb Nelson\, CPA\, Partner/Nonprofit Industry Leader  \n\n\n\nDeb specializes in working with tax-exempt organizations to address a wide range of tax issues and guide organizations through tax compliance. She has extensive experience with tax consulting\, planning\, and compliance services and works with organizations to understand the impact of tax law and reporting changes and develops strategies to address these changes.   \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Business Management & Organization \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis 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. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/emerging-trends-in-the-nonprofit-sector/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
DTSTAMP:20260604T105712
CREATED:20260418T122159Z
LAST-MODIFIED:20260418T122205Z
UID:10010957-1779969600-1779973200@www.freelivecpe.com
SUMMARY:Navigating private credit structures: Federal & state tax considerations
DESCRIPTION:Key takeaways \n\n\n\nPrivate credit is a fast-growing investment management strategy\, and tax outcomes can significantly affect economic returns\, investor reporting\, and tax compliance obligations. In this session\, private credit tax specialists will explore key federal and state income tax considerations and potential tax planning opportunities for investment managers implementing private credit structures. We’ll discuss: \n\n\n\nKey federal and state income tax issues and potential tax planning opportunities \n\n\n\nFederal and state income tax implications of common private credit structures \n\n\n\nFederal and state tax reporting and filing considerations within these structures
URL:https://www.freelivecpe.com/event/navigating-private-credit-structures-federal-state-tax-considerations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T110000
DTEND;TZID=America/New_York:20260528T120000
DTSTAMP:20260604T105712
CREATED:20260501T214539Z
LAST-MODIFIED:20260501T214544Z
UID:10011036-1779966000-1779969600@www.freelivecpe.com
SUMMARY:Financial Reports in Solver & Power BI: Which Is Best?
DESCRIPTION:Finance teams have more than one option when it comes to designing and delivering financial reports\, but understanding when to use Solver versus Microsoft Power BI can be challenging. Both tools are capable of presenting numbers and visual insights\, yet they take very different approaches to getting there. \n\n\n\nWhile Power BI excels at interactive dashboards and data visualization\, Solver is purpose‑built for structured financial statements\, consolidations\, and Excel‑based reporting workflows. In this webinar\, Forvis Mazars will walk through real‑world financial reporting scenarios to compare Solver and Power BI head‑to‑head. Attendees will see how core reports (such as income statements\, balance sheets\, and supporting schedules) can be created in each tool\, highlighting the different processes that lead to the same goal of delivering reliable information that supports better decision making. \n\n\n\nBy the end of the session\, finance leaders and reporting professionals will have practical guidance on which tool makes sense for specific reporting needs\, helping organizations select a suitable approach that supports accuracy\, scalability\, and efficiency while leveraging existing technology investments. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nCompare Solver and Power BI for financial reporting use cases\, including structured financial statements versus interactive analytical reporting.\n\n\n\nRecognize how core financial reports can be built in both platforms\, using Solver’s financial reporting capabilities and Power BI’s matrix and paginated report options.\n\n\n\nIdentify suitable scenarios for each platform to help support more informed decisions about designing\, delivering\, and scaling financial reporting across the organization.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/financial-reports-in-solver-power-bi-which-is-best-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260528T100000
DTEND;TZID=America/New_York:20260528T110000
DTSTAMP:20260604T105712
CREATED:20260425T145633Z
LAST-MODIFIED:20260525T010639Z
UID:10011015-1779962400-1779966000@www.freelivecpe.com
SUMMARY:Culture eats strategy for breakfast: The internal audit “so what?”
DESCRIPTION:Description: \n\n\n\nEveryone agrees culture matters. \n\n\n\nBoards discuss it. Regulators expect oversight of it. Annual reports celebrate it. \n\n\n\nNow\, through the Institute of Internal Auditors’s Topical Requirement on Organisational Behaviour\, internal audit is formally expected to address it. \n\n\n\nBut the real question remains: So what? \n\n\n\nWhat does culture actually mean for audit planning\, scoping\, testing\, and reporting? How does the Topical Requirement translate into practical audit work\, rather than becoming another compliance exercise? \n\n\n\nIn this focused and practical webinar\, Sandro Boeri connects the Topical Requirement directly to day-to-day audit execution. He shows how culture is not a soft overlay but a behavioural system that directly influences control effectiveness\, risk exposure\, and strategic success. \n\n\n\nParticipants will leave with a clear framework for applying the Topical Requirement in a way that strengthens insight\, credibility\, and board impact. \n\n\n\nLearning objectives:  \n\n\n\n\nExplain the intent of the Topical Requirement on Organisational Behaviour: Understand the purpose of the Topical Requirement and its implications for audit methodology and professional judgment.\n\n\n\nDefine culture in operational terms: Move beyond values statements and articulate culture as a system of incentives\, signals\, and behavioural norms.\n\n\n\nIdentify behavioural risk within audit engagements: Recognise where controls may appear effective but fail under pressure due to behavioural dynamics.\n\n\n\nIntegrate behavioural analysis into audit planning and fieldwork: Apply practical techniques for interviews\, scoping\, control evaluation\, and root cause analysis.\n\n\n\nTranslate cultural observations into board-level insight: Report in a way that is balanced\, evidence-based\, and strategically relevant.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Auditing \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/culture-eats-strategy-for-breakfast-the-internal-audit-so-what/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T105712
CREATED:20260516T140720Z
LAST-MODIFIED:20260516T140726Z
UID:10011146-1779890400-1779894000@www.freelivecpe.com
SUMMARY:Higher Education GASB 103/104 Adoption
DESCRIPTION:As institutions of higher education continue planning for the adoption of GASB Statements No. 103 and 104\, questions around interpretation\, timing\, and implementation continue to surface. \n\n\n\nJoin CLA for an interactive webinar designed to address the most common questions we’re hearing from colleges and universities. This session will focus on practical considerations\, common implementation challenges\, and planning steps institutions should consider now as they prepare for adoption. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nIdentify key changes introduced by GASB Statements No. 103 and 104 that impact financial statements of institutions of higher education\n\n\n\nDiscuss practical approaches and considerations for developing an implementation plan\n\n\n\nIdentify planning considerations related to the draft of the related implementation guide\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for preparers and users of financial statements prepared in accordance with GASB standards\, and other decision makers in higher education. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. \n\n\n\nFill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, Accounting (Governmental)Prerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/higher-education-gasb-103-104-adoption/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T105712
CREATED:20260516T130924Z
LAST-MODIFIED:20260516T130929Z
UID:10011134-1779890400-1779894000@www.freelivecpe.com
SUMMARY:5 Steps to Price & Offer Premium Advisory Services with Confidence
DESCRIPTION:Description\n\n\n\nAre you burnt out at the close of each tax season and tired of doing work for free? As an advisor to your clients\, there is a new way to rewarding the work you do. Chances are you’re undervaluing your expertise\, undercharging your clients and working too many hours for too little in return. This does not feel rewarding or good and is not sustainable. How do you increase your revenue without burning yourself out?Join Michelle Weinstein\, an expert sales strategist\, to learn the NEW way: 5 simple steps that will allow you to offer premium advisory services with confidence – and charge top dollar! She will share how she coaches accounting professionals like you to change their mindset\, identify and communicate your value as an advisor\, and differentiate your firm from the others. \n\n\n\nBy attending this course\, you will be able to: \n\n\n\n\nChange your mindset and limiting beliefs around sales\, pricing\, and service offerings\n\n\n\nLearn how to differentiate your firm and stand out among competitors\n\n\n\nUnderstand the true value and benefits of offering premium services instead of or in addition to transactional/compliance work\n\n\n\nIdentify your ideal client and be able to communicate clearly to current/potential clients\n\n\n\nLearn the step-by-step system that will allow you to provide premium advisory service in the most efficient and profitable way possible\n\n\n\n\nWho Should Attend?Anyone who prepares tax returns and advises clientsPrerequisite: NoneCourse Level: BasicCourse Length: 60 minutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-TechnicalCPE: 1CE: 0Intuit (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.
URL:https://www.freelivecpe.com/event/5-steps-to-price-offer-premium-advisory-services-with-confidence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T105712
CREATED:20260509T200637Z
LAST-MODIFIED:20260509T200642Z
UID:10011100-1779890400-1779894000@www.freelivecpe.com
SUMMARY:Turning Nexus Studies into Consistent Advisory Revenue
DESCRIPTION:Seven years after South Dakota v. Wayfair\, Inc\, many clients still carry hidden multi-state sales tax exposure – and most firms are only discovering it after the fact. Forward-thinking CAS advisory firms are shifting that narrative by proactively identifying nexus risk and turning it into a high-value client service.  \n\n\n\nIn this session\, we’ll explore how Squire & Company is using nexus studies as both a client service differentiator and a scalable revenue stream. With tools like Kintsugi’s free\, firm-enabled nexus study\, identifying exposure no longer requires specialized SALT resources or additional headcount. Instead\, firms can deliver fast\, data-driven insights that open the door to deeper advisory conversations.  \n\n\n\nJoin leaders from across the ecosystem as they share how they are operationalizing proactive outreach\, packaging nexus insights\, and confidently guiding clients through next steps. You’ll also hear how firms are successfully monetizing these engagements\, with real-world examples of pricing and positioning. \n\n\n\nLearning Objectives \n\n\n\nDetermine practical pricing and packaging strategies for monetizing nexus study engagements \n\n\n\nEvaluate how nexus studies can be positioned as a proactive advisory service and revenue-generating offering \n\n\n\nApply a structured approach to initiating client conversations and using data from nexus study results
URL:https://www.freelivecpe.com/event/turning-nexus-studies-into-consistent-advisory-revenue/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T105712
CREATED:20260425T145508Z
LAST-MODIFIED:20260525T005601Z
UID:10011014-1779890400-1779894000@www.freelivecpe.com
SUMMARY:Beyond the tsunami: Building a strategic regulatory intelligence engine
DESCRIPTION:Description: \n\n\n\nIn 2026\, the volume and velocity of global and domestic regulatory changes have made manual\, ad-hoc tracking a significant business liability. Organizations are frequently left vulnerable to noncompliance and “last-minute scrambles” because they are overwhelmed by a “tsunami” of data\, much of which is irrelevant to their specific business model. \n\n\n\nThis webinar explores the transition from a check-the-box cost center to a strategic regulatory intelligence function. We will discuss how to move beyond generic data dumps to build a precise regulatory profile that mirrors how your business actually operates. By focusing on the strategic shift toward anticipatory compliance\, leaders can better advise the business and build long-term resilience. \n\n\n\nLearning objectives:  \n\n\n\n\n The liability of “reactive lag”: Analyze why manual filtering processes are becoming a critical liability and how they force teams into a permanent “lag” state.\n\n\n\nBuilding a personalized regulatory profile: Filter out regulatory noise by aligning monitoring with specific products\, services\, and jurisdictions.\n\n\n\nThe impact assessment framework: Discuss best practices for analyzing the impacts of emerging legislation on existing controls\, policies\, and business units before rules take effect.\n\n\n\nTurn compliance into a strategic advisor: Explore how to help management and the board anticipate strategic shifts by communicating a clear picture of the future regulatory landscape\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Management Services \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/beyond-the-tsunami-building-a-strategic-regulatory-intelligence-engine/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T140000
DTEND;TZID=America/New_York:20260527T150000
DTSTAMP:20260604T105712
CREATED:20260425T131919Z
LAST-MODIFIED:20260425T131924Z
UID:10010997-1779890400-1779894000@www.freelivecpe.com
SUMMARY:What SOC Reports Reveal About Vendor Cyber Risk
DESCRIPTION:Organizations rely on third‑party vendors to support critical operations and data processing\, yet accountability for cyber and operational risks remains with the organization. System and Organization Controls (SOC) reports are widely used in vendor oversight\, but they can be misunderstood\, over‑relied upon\, or reviewed without sufficient context. \n\n\n\nThis CPE-eligible webinar will explore how SOC reports can inform vendor cyber risk. We’ll discuss ways to view SOC reports through a risk‑based lens\, note scope gaps and meaningful exceptions\, consider subservice organization exposure\, and recognize when SOC reporting alone may not provide sufficient insight. In addition\, learn about governance and reporting considerations that can influence how vendor risks are assessed\, documented\, escalated\, and monitored over time\, as well as how SOC reports can help inform vendor cyber risk decisions. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe how third‑party cyber risk connects to governance and enterprise risk decisions.\n\n\n\nApply a risk‑based approach to vendor segmentation\, due diligence\, and ongoing monitoring.\n\n\n\nDifferentiate SOC report types and identify when SOC reporting may or may not fit a vendor oversight need.\n\n\n\nRecognize SOC report content related to scope\, exceptions\, and subservice organization considerations.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance during live broadcast.d of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/what-soc-reports-reveal-about-vendor-cyber-risk/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T130000
DTEND;TZID=America/New_York:20260527T141500
DTSTAMP:20260604T105712
CREATED:20260425T132847Z
LAST-MODIFIED:20260425T132852Z
UID:10011000-1779886800-1779891300@www.freelivecpe.com
SUMMARY:BorderCrossings with EY transfer pricing and tax professionals - May 2026
DESCRIPTION:Transfer pricing and customs intersect through the valuation of cross-border tangible-goods transactions\, requiring consistent and compliant pricing to satisfy both tax and customs authorities. The May BorderCrossings webcast will examine several trade issues of interest to transfer pricing practitioners\, including: \n\n\n\n\nThe current and evolving state of global trade policy\, including the effect of geopolitical events\n\n\n\nThe intersection of transfer pricing and customs valuation rules\, including duty savings and refunds of International Emergency Economic Powers Act (IEEPA) duties\n\n\n\nControversy involving the combination of customs and transfer pricing\n\n\n\n\nLearning objectives \n\n\n\nReview current and evolving global trade policy; analyze the intersection of transfer pricing and customs valuation rules; discuss controversy trends involving customs and transfer pricing. \n\n\n\nPanelists\n\n\n\n\nLynlee Brown\, Partner\, Global Trade\, Ernst & Young LLP\n\n\n\nAna Maria Romero\, Principal\, Transfer Pricing\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\nAdam Barbina\, Senior Director\, EY US Geostrategy Leader\, EY-Parthenon\n\n\n\n\nModerator\n\n\n\n\nSirsha Chatterjee\, Principal\, Transfer Pricing\, International Tax and Transaction Services\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax.ax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & 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. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & 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.
URL:https://www.freelivecpe.com/event/bordercrossings-with-ey-transfer-pricing-and-tax-professionals-may-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/gif:https://www.freelivecpe.com/wp-content/uploads/2019/09/EY.gif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T130000
DTEND;TZID=America/New_York:20260527T140000
DTSTAMP:20260604T105712
CREATED:20260509T130855Z
LAST-MODIFIED:20260509T130900Z
UID:10011059-1779886800-1779890400@www.freelivecpe.com
SUMMARY:AI tokenomics and infrastructure: Managing enterprise AI economics
DESCRIPTION:Key takeaways \n\n\n\nArtificial intelligence (AI) is creating a new cost curve\, with token consumption quietly driving spend across applications\, cloud\, and infrastructure. As organizations scale toward AI factories\, finance and technology leaders need clearer visibility into unit economics\, architecture choices\, and governance to manage cost and value. We’ll discuss: \n\n\n\nGovernance decisions to help manage AI return on investment \n\n\n\nFindings from our 2026 AI Infrastructure Survey \n\n\n\nWhy tokens are emerging as the core economic unit for AI decisions \n\n\n\nHow model routing\, FinOps discipline\, and infrastructure choices can reduce cost
URL:https://www.freelivecpe.com/event/ai-tokenomics-and-infrastructure-managing-enterprise-ai-economics/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T130000
DTEND;TZID=America/New_York:20260527T140000
DTSTAMP:20260604T105712
CREATED:20260502T135940Z
LAST-MODIFIED:20260502T135948Z
UID:10011047-1779886800-1779890400@www.freelivecpe.com
SUMMARY:From Pilot to Practice: AI That Works in Internal Audit
DESCRIPTION:Internal audit teams are past the “AI curiosity” phase now the question is how to make real\, repeatable progress. This session focuses on turning AI experimentation into repeatable audit capability\, with practical guidance on where to start\, what to prioritize\, and how to embed AI into the audit model. We’ll walk through concrete\, audit relevant examples gaining traction in the market\, while also addressing governance and “auditor in the loop” guardrails that make AI usable and scalable. \n\n\n\nLearning Objectives: \n\n\n\n\nDescribe how internal audit functions are progressing from early AI exploration to practical\, repeatable adoption.\n\n\n\nExamine common areas within the internal audit lifecycle where AI is being applied to improve efficiency and effectiveness.\n\n\n\nExplain key considerations for embedding AI into audit activities while maintaining appropriate oversight and professional judgment.\n\n\n\nIdentify foundational governance and control principles that support the responsible use of AI in internal audit\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*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. \n\n\n\nProtiviti 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.
URL:https://www.freelivecpe.com/event/from-pilot-to-practice-ai-that-works-in-internal-audit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/02/protiviti-logo-png_seeklogo-475996.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T120000
DTEND;TZID=America/New_York:20260527T130000
DTSTAMP:20260604T105712
CREATED:20260509T201641Z
LAST-MODIFIED:20260509T201646Z
UID:10011102-1779883200-1779886800@www.freelivecpe.com
SUMMARY:The Iran Conflict: What U.S. Businesses Need to Know About Economic\, Tax & Global Market Impacts
DESCRIPTION:As global events continue to evolve\, business leaders need to understand where risk may appear across tax\, operations\, compliance and financial planning. This session will provide practical insight into what U.S. companies should be watching and how to prepare for potential downstream impacts. \n\n\n\nWhat You’ll Learn \n\n\n\n\nPotential impacts on oil prices\, inflation and market volatility\n\n\n\nHow geopolitical uncertainty may affect U.S. business planning Sanctions and compliance considerations for companies with international exposure\n\n\n\nCross-border tax and reporting issues to monitor Supply chain\, vendor and payment considerations\n\n\n\nSteps business leaders can take to evaluate risk and prepare for continued uncertainty\n\n\n\n\nWho Should Attend\n\n\n\nThis webinar is designed for: \n\n\n\nThis webinar is designed for business owners\, CFOs\, controllers\, tax leaders\, finance executives and companies with international operations\, suppliers\, customers or investments.ur compliance process
URL:https://www.freelivecpe.com/event/the-iran-conflict-what-u-s-businesses-need-to-know-about-economic-tax-global-market-impacts/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2026/05/Bennett-Thrasher-CPE-Webinar.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T120000
DTEND;TZID=America/New_York:20260527T130000
DTSTAMP:20260604T105712
CREATED:20260509T143506Z
LAST-MODIFIED:20260509T143705Z
UID:10011085-1779883200-1779886800@www.freelivecpe.com
SUMMARY:Introduction to ProConnect Tax
DESCRIPTION:Description\n\n\n\nIn this course\, you will see a demonstration of ProConnect Tax\, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.  \n\n\n\nIn addition to eliminating software installation and PC and network maintenance\, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers\, banks\, and brokerages. Also\, see two of our ProConnect More Connected services: Intuit Link\, which improves client collaboration and document collection\, and E-Signature\, the fastest way to get signed 8879’s. \n\n\n\nLEARNING OBJECTIVES \n\n\n\n\nIdentify the benefits of using ProConnect Tax\n\n\n\nIdentify time-saving features built directly into ProConnect Tax\n\n\n\nDetermine how to sign up for ProConnect Tax\n\n\n\nRecognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity\n\n\n\nIdentify how to import QuickBooks data into a tax return\n\n\n\n\nWHO SHOULD ATTEND?Tax professionals that are interested in or new to the ProConnect program \n\n\n\nCourse Level: BasicCourse Length: 60 MinutesPrerequisites: NoneDelivery Method: Group-Internet BasedField of study: Taxes – TechnicalCPE: 1 \n\n\n\nIntuit (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. \n\n\n\nNote: 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.
URL:https://www.freelivecpe.com/event/introduction-to-proconnect-tax-3/2026-05-27/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/12/Intuit-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260527T120000
DTEND;TZID=America/New_York:20260527T130000
DTSTAMP:20260604T105712
CREATED:20260501T195945Z
LAST-MODIFIED:20260501T195950Z
UID:10011030-1779883200-1779886800@www.freelivecpe.com
SUMMARY:Enhancing assurance coverage through integrated risk management
DESCRIPTION:Key takeaways \n\n\n\nOrganizations are being asked to navigate growing risk complexity with greater speed\, precision\, and efficiency. Yet many risk management\, compliance\, and assurance activities still operate in silos\, which can create duplication and limit visibility. We’ll discuss: \n\n\n\nPractical ways technology and artificial intelligence can support more dynamic risk assessment and assurance planning \n\n\n\nMarket forces and common challenges driving the need for an integrated approach \n\n\n\nWhat effective alignment across risk management\, compliance\, and assurance looks like in practice\, including how to reduce gaps\, overlap\, and inefficiencies through better coverage mapping and decision-making
URL:https://www.freelivecpe.com/event/enhancing-assurance-coverage-through-integrated-risk-management/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260526T120000
DTEND;TZID=America/New_York:20260526T130000
DTSTAMP:20260604T105712
CREATED:20260502T141148Z
LAST-MODIFIED:20260502T141153Z
UID:10011050-1779796800-1779800400@www.freelivecpe.com
SUMMARY:Tax Policy Updates: Q2 2026
DESCRIPTION:Description\n\n\n\nWith major tax legislation advancing and guidance continuing to unfold\, staying current on policy developments is essential for effective planning. In Cherry Bekaert’s Q2 Tax Policy Update\, our professionals will break down the most significant federal tax policy changes impacting businesses today with a particular focus on updates tied to P.L. 119-21\, commonly referred to as the “One Big Beautiful Bill” Act (OBBBA) and related tax incentive programs. \n\n\n\nTax Policy Updates: Q2 2026 –  Tuesday\, May 26\, 2026 at 12 – 1 P.M. ET\n\n\n\nThis session will provide timely insights into new and evolving provisions under OBBBA\, including planning considerations around opportunity zones\, site selection\, community investment programs\, depreciation and production-related incentives. \n\n\n\nLearning Objectives: \n\n\n\n\nLearn about key Q2 tax policy and legislative updates\n\n\n\nDive into the new Qualified Opportunity Zone program beginning in 2027\n\n\n\nDiscuss site selection considerations in the current incentive environment\n\n\n\nExplore strategic financing services\, capital considerations and permanent New Markets Tax Credit planning\n\n\n\nLearn about cost segregation opportunities\, including Qualified Production Property updates\n\n\n\n\nWho Should Attend:\n\n\n\nThis program is designed for business owners\, CFOs\, tax and finance leaders\, real estate and site selection decision makers\, and investors seeking timely\, practical insights on how new federal tax policy and OBBBA-related incentives impact strategic planning and investment decisions. \n\n\n\nCPE Accreditation:\n\n\n\nDelivery 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
URL:https://www.freelivecpe.com/event/tax-policy-updates-q2-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/09/Cherry-Bekaert-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260526T120000
DTEND;TZID=America/New_York:20260526T130000
DTSTAMP:20260604T105712
CREATED:20260412T205527Z
LAST-MODIFIED:20260509T143817Z
UID:10011088-1779796800-1779800400@www.freelivecpe.com
SUMMARY:Introduction to ProSeries Tax
DESCRIPTION:Description\n\n\n\nSee the benefits of Intuit ProSeries\, used by over 65\,000 tax professionals. Learn why ProSeries is one of the most widely used programs and how it saves you time in every part of your tax workflow. You will also learn about integrated features that speed up data collection and getting electronic signatures from your clients. \n\n\n\nLEARNING OBJECTIVES \n\n\n\n\nIdentify 27 time-saving features like auto-entry of 1099s\, W-2s\, and stock sales; to help you file faster\n\n\n\nIdentify automated calculations and diagnostics to help increase accuracy and ease the complexity\n\n\n\n\nIdentify solutions like e-file announcements and Client Status to help you track the progress of returns\, manage e-filed returns\, and moreWHO SHOULD ATTEND?Tax professionals that are interested in or new to the ProSeries programCourse Level: BasicCourse Length:  60 MinutesPrerequisites:  NONEDelivery Method: Group-Internet BasedField of Study: Taxes – TechnicalRecommended CPE: 1Recommended IRS CE: 1IRS Course ID: NESGF-T-00194-24-O \n\n\n\nIntuit (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. \n\n\n\nNote: 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.
URL:https://www.freelivecpe.com/event/introduction-to-proseries-tax-3/2026-05-26/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/12/Intuit-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T140000
DTEND;TZID=America/New_York:20260521T150000
DTSTAMP:20260604T105712
CREATED:20260509T130721Z
LAST-MODIFIED:20260509T130726Z
UID:10011058-1779372000-1779375600@www.freelivecpe.com
SUMMARY:Tech Trends 2026: What CFOs should know
DESCRIPTION:Key takeaways \n\n\n\nWhile many finance teams have already adopted artificial intelligence (AI)\, CFOs must now accelerate investment\, governance\, and talent decisions. This Dbrief examines Deloitte’s Tech Trends 2026 report\, its implications for finance\, and what CFOs should know. We’ll discuss: \n\n\n\nOpportunities finance leaders could take to elevate talent and expand their role in shaping enterprise strategy and innovation \n\n\n\nThe five trends from this year’s Tech Trends report and what they could mean for finance teams and leaders \n\n\n\nDeloitte’s perspective on the future of finance and the increased value finance could unlock with AI
URL:https://www.freelivecpe.com/event/tech-trends-2026-what-cfos-should-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T140000
DTEND;TZID=America/New_York:20260521T150000
DTSTAMP:20260604T105712
CREATED:20260501T200450Z
LAST-MODIFIED:20260501T200456Z
UID:10011032-1779372000-1779375600@www.freelivecpe.com
SUMMARY:The Future-Ready CFO: From Finance-as-a-Service to a Full Digital Finance Ecosystem
DESCRIPTION:Webcast overview\n\n\n\nJoin the webcast\, “The Future‑Ready CFO: From Finance‑as‑a‑Service to a Full Digital Finance Ecosystem\,” to discover how forward-thinking CFOs are leveraging FaaS as the foundation for building an AI-powered\, fully integrated digital finance ecosystem that drives strategic enterprise growth.Learning Objectives: \n\n\n\nPinpoint how legacy finance systems create competitive risk. Discover the playbook for a complete transformation journey. Learn how a mature Digital Finance ecosystem\, built on a FaaS framework\, harnesses AI to deliver predictive insights\, slash operating costs\, and drive business growth. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOsField(s) of Study: Finance – 43 \n\n\n\nThe 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 \n\n\n\nPolicies & Questions \n\n\n\nRefund/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 M4NJXJY59W2.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. \n\n\n\nKPMG 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
URL:https://www.freelivecpe.com/event/the-future-ready-cfo-from-finance-as-a-service-to-a-full-digital-finance-ecosystem/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T130000
DTEND;TZID=America/New_York:20260521T140000
DTSTAMP:20260604T105712
CREATED:20260502T135637Z
LAST-MODIFIED:20260502T135642Z
UID:10011045-1779368400-1779372000@www.freelivecpe.com
SUMMARY:What We Learned in the Field: Avoiding the Top GASB 87 & 96 Pitfalls
DESCRIPTION:Learning Objectives\n\n\n\n\nLearn how to move beyond raw data by developing contextual narratives that explain the “why” behind portfolio changes.\n\n\n\nGain a framework for accurately identifying software agreements that fall within or outside the scope of GASB 96\, ensuring precise SBITA tracking and compliance without manual oversight.\n\n\n\nIdentify specific strategies to transition from labor-intensive manual journal entries to a repeatable\, automated workflow\, significantly reducing the “year-end grind” for both GASB 87 and 96 reporting.
URL:https://www.freelivecpe.com/event/what-we-learned-in-the-field-avoiding-the-top-gasb-87-96-pitfalls/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/05/LeaseQuery-CPE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T130000
DTEND;TZID=America/New_York:20260521T140000
DTSTAMP:20260604T105712
CREATED:20260502T000434Z
LAST-MODIFIED:20260502T000439Z
UID:10011039-1779368400-1779372000@www.freelivecpe.com
SUMMARY:From Guidance to Action: Exploring Practical ERM
DESCRIPTION:Event details\n\n\n\nEnterprise risk management (ERM) too often gets treated as a compliance exercise rather than a capability that helps organizations make better choices\, execute strategy\, and create and protect value. Grounded in The Committee of Sponsoring Organizations of the Treadway Commission’s article on ERM\, co-authored with Crowe specialists\, this session will help attendees turn concepts into actionable ERM approaches. Specialists will explore how ERM can become more practical\, decision-oriented\, and connected to the business by linking risk management more directly to strategy\, governance\, and performance. \n\n\n\nAttendees will learn what stronger ERM looks like in practice\, including the disciplines\, behaviors\, and operating approaches that make risk more useful to leaders and boards. The session will also highlight lessons from organizations at different stages of ERM maturity and how those lessons can help teams move beyond check-the-box activity toward more effective\, value-focused risk management. \n\n\n\nAfter attending this session\, participants will be able to: \n\n\n\n\nIdentify ERM practices and operating disciplines that strengthen governance and support board oversight\n\n\n\nEvaluate how ERM can shift from a compliance-centered activity to a capability that supports better decisions and business value\n\n\n\nExplain how ERM can make risk more visible and actionable in support of strategy execution and performance\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Overview \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Specialized knowledge \n\n\n\nThis session is recommended for 1.0 hour of CPE credit. \n\n\n\nNote: 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. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/from-guidance-to-action-exploring-practical-erm/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2019/10/34368018_2030207360386406_347050193788600320_n-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T130000
DTEND;TZID=America/New_York:20260521T140000
DTSTAMP:20260604T105712
CREATED:20260425T131711Z
LAST-MODIFIED:20260425T131716Z
UID:10010996-1779368400-1779372000@www.freelivecpe.com
SUMMARY:GovCon Procurement Reform & New Opportunities
DESCRIPTION:Federal agencies continue to push for faster\, more flexible acquisition approaches to support mission needs\, reshaping how contractors compete\, price\, and perform. This webinar will examine the current government contracting (GovCon) procurement reform environment\, including regulatory streamlining efforts\, expanded use of commercial practices\, use of nontraditional defense contractors\, and alternative contracting pathways. Participants will gain practical insights into how these reforms are creating new opportunities for both traditional and nontraditional contractors\, while also introducing new compliance\, pricing\, and execution risks that need to be managed proactively. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe procurement reform initiatives shaping federal acquisition strategies and contractor engagement.\n\n\n\nExplain how reduced thresholds\, commercial item authorities\, use of nontraditional defense contractors\, and alternative contracting vehicles are expanding market access.\n\n\n\nDiscuss compliance\, pricing\, and audit considerations associated with faster and more flexible procurement models\, including incurred cost proposal (ICP) considerations.\n\n\n\nDistinguish potential risks and opportunities for prime contractors and subcontractors operating under evolving acquisition frameworks.\n\n\n\nApply practical strategies to help drive growth while maintaining compliance in a reform-driven environment.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/govcon-procurement-reform-new-opportunities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T120000
DTEND;TZID=America/New_York:20260521T130000
DTSTAMP:20260604T105712
CREATED:20260516T141226Z
LAST-MODIFIED:20260516T141233Z
UID:10011149-1779364800-1779368400@www.freelivecpe.com
SUMMARY:Will agentic ERP expand your finance team?
DESCRIPTION:The Details\n\n\n\nWhat if your ERP could monitor activity\, flag risk\, and surface insights like a high‑performing member of your finance team?   \n\n\n\nWe’ll share how modern ERPs like NetSuite accelerate the close\, improve cash visibility\, and generate executive‑ready insights. Use generative and advanced agentic capabilities to identify early signals and help develop financial narratives that focus on trends\, risks\, and opportunities. Strong governance\, transparency\, and human oversight provide the guardrails so these insights remain accurate and trustworthy.    \n\n\n\nThis session will connect finance pain points to real AI‑enabled ERP capabilities\, using NetSuite examples to illustrate what’s possible today.    \n\n\n\nKey takeaways:    \n\n\n\n\nHow AI‑enabled ERPs act as agentic employees for finance  \n\n\n\nWhere agentic AI adds value beyond basic ERP automation  \n\n\n\nWhat governance helps keep AI insights accurate and transparent  \n\n\n\n\nLive event participants can earn up to 1 CPE credit in the Information Technology field of study. 
URL:https://www.freelivecpe.com/event/will-agentic-erp-expand-your-finance-team/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T120000
DTEND;TZID=America/New_York:20260521T130000
DTSTAMP:20260604T105712
CREATED:20260509T195917Z
LAST-MODIFIED:20260509T195922Z
UID:10011098-1779364800-1779368400@www.freelivecpe.com
SUMMARY:How Global Regulatory Shifts and AI are Reshaping Tax and Compliance
DESCRIPTION:In an environment defined by speed and uncertainty\, the role of compliance is changing. Trade policy shifts\, inflation pressure\, and regulatory expansion are forcing faster decisions with less margin for error. The traditional model assumed time to reconcile\, review\, correct\, and report. That model is being replaced by one where tax must be calculated and validated in real time as transactions occur. But how do systems and processes keep pace? \n\n\n\nJoin the Avalara team as they deep dive into how AI is becoming the enabling layer\, allowing organizations to embed compliance into operational workflows\, interpret data as it’s created\, and respond to change without constant reconfiguration. Specifically\, we will cover: \n\n\n\n\nHow AI differs from traditional automation\n\n\n\nAn overview of the government and regulatory forces shaping this shift\n\n\n\nA readiness framework for moving from automation to intelligence.\n\n\n\nHow to strategically approach AI tax compliance\n\n\n\n\nCan’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 CPE credit.
URL:https://www.freelivecpe.com/event/how-global-regulatory-shifts-and-ai-are-reshaping-tax-and-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T120000
DTEND;TZID=America/New_York:20260521T130000
DTSTAMP:20260604T105712
CREATED:20260509T130501Z
LAST-MODIFIED:20260509T130506Z
UID:10011057-1779364800-1779368400@www.freelivecpe.com
SUMMARY:Treasury’s digital asset blueprint: The winning framework to go-live
DESCRIPTION:Key takeaways \n\n\n\nTreasury teams face accelerating demand for tokenized assets\, faster settlement\, and stronger controls. The challenge is moving from pilots to a controlled\, value-driven go-live. Join the discussion on “why now\,” building the business case\, operationalizing blockchain\, defining outcomes with key performance indicators (KPIs) and return on investment (ROI)\, and managing risk through governance and controls. We’ll discuss: \n\n\n\nSetting outcomes and KPI/ROI measures and identifying key risks and mitigations in the playbook/roadmap \n\n\n\nBuilding a go-live business case \n\n\n\nOperationalizing blockchain by defining the operating model and core tech/integration needs and assessing process/control impacts
URL:https://www.freelivecpe.com/event/treasurys-digital-asset-blueprint-the-winning-framework-to-go-live/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T110000
DTEND;TZID=America/New_York:20260521T120000
DTSTAMP:20260604T105712
CREATED:20260425T163344Z
LAST-MODIFIED:20260425T163353Z
UID:10011024-1779361200-1779364800@www.freelivecpe.com
SUMMARY:Benefit plan audit readiness: What plan sponsors should know
DESCRIPTION:Plan sponsors continue to navigate a wide range of responsibilities regarding their employee benefit plans. Between preparing for plan audits and maintaining regulatory compliance\, staying organized and compliant can be a challenge. Join us for our spring update\, where we’ll answer common questions from plan sponsors like what plan sponsors can expect during an audit and what plan auditors typically require from you. We’ll provide guidance on how to identify and avoid common compliance pitfalls. Finally\, we’ll highlight important IRS and DOL hot topics and the impact to your benefit plans. \n\n\n\nJoin us and gain practical knowledge to strengthen your plan audit preparation process and better position your organization for success. \n\n\n\nLearning objectives:\n\n\n\n\nDiscern what plan sponsors can expect during a plan audit and what plan auditors typically need.\n\n\n\nIdentify common compliance issues\, how to avoid them\, and the potential impact on the audit.\n\n\n\nOutline important IRS and DOL hot topics and how they may impact your benefit plans.\n\n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & 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.
URL:https://www.freelivecpe.com/event/benefit-plan-audit-readiness-what-plan-sponsors-should-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260520T170000
DTEND;TZID=America/New_York:20260520T180000
DTSTAMP:20260604T105712
CREATED:20260502T142204Z
LAST-MODIFIED:20260502T142209Z
UID:10011053-1779296400-1779300000@www.freelivecpe.com
SUMMARY:Overview of Sage Intacct 2026 Release 2
DESCRIPTION:New features matter because of what they make possible. With Sage Intacct 2026 Release 2\, teams can complete tasks easier\, faster and with greater consistency. \n\n\n\nIn this session\, we’ll walk through the latest features\, show how they can be applied and highlight where they can make the biggest impact right away. \n\n\n\nWho Should Attend\n\n\n\nSage Intacct clients\, users and those exploring a future implementation \n\n\n\nLearning Objectives:\n\n\n\n\nDiscover what’s new in Sage Intacct Release 2 and how it impacts your workflows\n\n\n\nUnderstand the refreshed user experience and navigation changes for smoother adoption\n\n\n\nLeverage the newest updates to get more from your Sage Intacct environment\n\n\n\n\nSpeakers\n\n\n\n\nJenn Bowman\, Sage Intacct Solution Architect\, Armanino Advisory LLC\n\n\n\nShannon Santistevan\, Sage Intacct Solution Architect\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Computer Software and Applications) \n\n\n\nTo be awarded the full credit\, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino 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.
URL:https://www.freelivecpe.com/event/overview-of-sage-intacct-2026-release-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260520T160000
DTEND;TZID=America/New_York:20260520T170000
DTSTAMP:20260604T105712
CREATED:20260418T125009Z
LAST-MODIFIED:20260418T125014Z
UID:10010963-1779292800-1779296400@www.freelivecpe.com
SUMMARY:Best Practices for ERP Replacement
DESCRIPTION:Event Overview\n\n\n\nReplacing an enterprise resource planning (ERP) system is complex and impactful for an organization. This session will walk through the full lifecycle of ERP replacement — from defining requirements and issuing an RFP to evaluating vendors\, conducting demonstrations\, and contracting. Beyond the selection process\, we’ll explore critical implementation considerations\, including staffing your project team and what to account for when setting a budget.  \n\n\n\nLearning Objectives  \n\n\n\n\nDefine the ERP replacement lifecycle.\n\n\n\nIdentify best practices for selecting a new ERP.\n\n\n\nOutline key implementation planning considerations.\n\n\n\n\nPresenter  \n\n\n\nMichael Gomez\, Senior Manager \n\n\n\nMike Gomez is an Enterprise Resources Planning (ERP) consultant with a focus on local government agencies. He has been an ERP consultant for almost 10 years. He is also a former local government finance department director\, with over 15 years of experience. His ERP work focuses on helping agencies assess\, procurement\, implement\, and optimize their software. He leverages his practical local government knowledge with a broad understanding of local government software. \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Informational Technology \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis 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. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/best-practices-for-erp-replacement/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
END:VCALENDAR