Free Live CPE Calendar

Quarterly Insights: Q1 2026 Financial Services Outlook
2026-05-20 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Join Forvis Mazars for an in-depth discussion of our Q1 2026 spring newsletter, where we’ll present key findings and insights from the latest industry analysis. This session will highlight emerging trends, regulatory developments, and strategic challenges shaping the banking and financial services landscape. Our team will provide perspectives on market performance and the future outlook, offering actionable takeaways for decision makers across the sector. The webinar is designed to equip leaders with a clear understanding of the current environment and its implications for the year ahead.

Learning Objectives

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

Analyze the key findings from the Q1 2026 spring newsletter to better understand current market dynamics.

Recognize the impact of regulatory changes, economic conditions, and emerging risks on financial institutions.

Identify opportunities and challenges facing banks and financial service providers in the near term.

Discuss strategies to help inform decision making and strengthen organizational resilience in 2026.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

2026 GASB Accounting & Auditing Update
2026-05-20 11:00 - 14:00, 2026-05-15 11:00 - 14:00
Event Overview

The Governmental Accounting Standards Board (GASB) continues to introduce new standards and advances key projects, shaping the future of public sector financial reporting. Staying current with these changes is critical for finance professionals responsible for preparing, auditing, and overseeing governmental financial statements.

Our 2026 GASB Accounting & Auditing Update is designed to help practitioners understand the practical impact of recent and upcoming GASB guidance. During this two-session program, our presenters will walk through significant standards on the horizon, including GASB Statements 103, 104, and 105, and discuss how these changes will affect governmental financial reporting and implementation planning.

In addition to examining emerging standards, our panel discussion will bring real-world perspectives to recently implemented guidance. Practitioners will share lessons learned and common challenges encountered while implementing major standards such as GASB 87 (Leases), GASB 94 (Public-Private Partnerships and Availability Payment Arrangements), GASB 96 (Subscription-Based IT Arrangements), and GASB 100 (Accounting Changes and Error Corrections).

The program will also explore current GASB technical agenda projects, including developments related to revenue and expense recognition, and conclude with an ethics session focused on professional responsibilities and independence considerations relevant to government auditors and accounting professionals.

Join us for this practical and engaging update designed to keep you informed, prepared, and confident in navigating the evolving governmental accounting landscape.

Topics:

GASB Technical Agenda & Current Projects

A review of the GASB’s current technical agenda, including projects under development that may affect future governmental financial reporting. This session will explore key areas of focus for the GASB and what practitioners should watch for in the coming years.

Emerging Guidance on Revenue and Expense Recognition

An update on GASB projects related to revenue and expense recognition, including potential changes to recognition models, reporting considerations, and how these developments may affect governmental financial statements.

Ethics for Government Accounting Professionals

A discussion of current ethics considerations affecting CPAs and government accounting professionals. Topics will include professional responsibilities, independence considerations, and emerging ethical issues relevant to public sector accounting and auditing.

Learning Objectives

Identify recent and upcoming GASB standards and projects affecting governmental financial reporting.Evaluate implementation considerations and lessons learned from recently adopted standards.Analyze how emerging guidance may impact governmental accounting and auditing practices.Recognize key ethical responsibilities and independence considerations relevant to government accounting professionals.Presenters

Janeen Hathcock, CPA, Partner

Janeen has more than 12 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 training on a variety of accounting and audit topics.

Gerry Boaz, CPA, CGFM, CGMA, Director of Government National Strategy, Government Advisory Services

After retiring from the Tennessee Comptroller of the Treasury, Division of State Audit, with nearly 30 years of audit and quality assurance service, Gerry joined Eide Bailly in May 2024. At Eide Bailly, he works with state government clients to enhance organizational efficiency and effectiveness through digital transformation, automation, and GASB statement implementations. His main focus is state government advisory services and business development. He has served in leadership roles with several professional organizations, including the AICPA Auditing Standards Board; NASACT and NSAA committees; AGA National Governing Board (as National President) and Financial Management Standards Board; and the GFOA Accounting, Auditing, and Financial Reporting Committee.

David Peaden, CPA, National Assurance Partner

David has over fifteen years of public accounting experience providing audit, accounting, and consulting services to our government clients. David is also a member of the National Assurance Office and assists with quality control review, consultations on technical matters, training and development, and communication and implementation of new accounting standards.

Sara Kurtz, CPA, National Assurance Partner

Sara Kurtz brings more than 20 years of audit experience, having worked exclusively with the government industry throughout her career. She provides technical accounting and auditing expertise to governmental clients, helping them navigate professional accounting standards required to issue Generally Accepted Accounting Principles (GAAP) financial statements and comply with Single Audit requirements. As a member of the firm’s National Assurance Office, Sara oversees firmwide assurance staff training and education, ensuring consistent application of standards and a strong focus on audit quality across all levels of the practice. She is also responsible for the firm’s independence policies, playing a critical role in evaluating potential conflicts of interest, managing independence risks, and providing guidance on complex independence matters.

CPE Information

CPE Credits: 3

Field of Study: (2) Accounting Governmental (1) Regulatory Ethics

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

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.

Onboarding Contractors in 2026: What Finance and HR Teams Need to Know
2026-05-19 14:00 - 15:00
Finance and HR leaders have little margin for noncompliance as rules for classifying and compensating independent contractors undergo major changes. Join panelists Christine Gu, SVP/CAO @Clarify Health, and CFO/consultant Genevieve Hancock who will share their recommendations about how finance and HR teams can best partner to engage the services of contractors, including:

– What steps HR leaders must take to comply with regulatory requirements for classifying contractors and distinguishing them from employees

– What steps finance leaders must take to comply with regulatory requirements for reporting payments to contractors

– What significant changes, such as higher reporting thresholds, go into effect in 2026

– How finance and HR leaders can work together to ensure their companies onboard and manage contractors effectively

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

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

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

Controllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

2026 US GAAP Taxonomy Updates
2026-05-19 14:00 - 15:00
About this Event:

The 2026 U.S. GAAP Financial Reporting Taxonomy is now active in EDGAR® system.

From new software disclosure enhancements to crypto asset precision updates and approximately 3,000 modified element references through the Reference Project, this year’s taxonomy introduces meaningful structural changes that affect how financial data is prepared, tagged, and validated.

This webinar will give you a clear walkthrough of changes so you can approach migration with confidence and keep your filings compliant as support for the 2024 taxonomies ends in June.

After this webinar, participants will be able to:

Identify the changes introduced into the 2026 U.S. GAAP Taxonomy related to structural design, accounting standards updates, and topical projects

Quantify element and technology changes in the 2026 U.S. GAAP Taxonomy

Acquire detailed insight into taxonomy revisions and migration expectation

This session is designed for Certified Public Accountants, other accounting professionals, and financial professionals. This webinar will provide an overview of the changes implemented in the 2026 U.S. GAAP taxonomy.

Workiva offers one complimentary CPE credit for this webinar.

Can’t make the live session? Register anyway. All attendees will receive access to the on-demand recording after the event.

A Decade of FCPA Enforcement: Lessons for Corporate Counsel
2026-05-19 14:00 - 15:00
A decade after the U.S. Department of Justice (DOJ) issued the Yates memorandum, individual accountability and corporate cooperation have moved from policy concepts to decisive enforcement tools. Based on an analysis of 99 Foreign Corrupt Practices Act (FCPA) enforcement actions resolved between 2015 and 2025, this webinar examines what DOJ enforcement outcomes over the past decade reveal about how companies are evaluated, and why some fare better than others.

This session of the Forensics Institute is designed for in‑house counsel, compliance leaders, and external legal advisers who are responsible for navigating investigations, disclosure decisions, and remediation under real‑world pressure. We’ll explore how bribery schemes are commonly structured, where corruption risks often emerge, and how organizational responses influence resolution types, penalty reductions, and enforcement credit.

In addition, the webinar will address how anti‑bribery and anti‑corruption (ABAC) enforcement is currently being handled in Europe, including how multinational organizations are navigating evolving expectations amid recent shifts in FCPA enforcement posture.

The discussion will also focus on what the data shows the DOJ values, including timely internal investigations, credible cooperation, disciplined remediation, and well‑reasoned disclosure decisions. Gain a clearer understanding of how enforcement authorities assess corporate conduct, and how global enforcement dynamics like developments in Europe may influence compliance strategy and risk management decisions going forward.

Learning Objectives

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

Interpret enforcement trends from 2015 to 2025, highlighting how cooperation‑based resolutions have reshaped outcomes in the wake of the Yates memorandum.

Recognize frequent bribery schemes and risk concentrations across industries and geographies cited in recent enforcement actions.

Explain how investigation, disclosure, and remediation decisions may directly affect enforcement credit, penalties, and resolution strategy.

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.

Closing the Gap: Streamlining Accrued & Prepaid Expense Accounting for an Audit-Ready Close
2026-05-19 13:00 - 14:00
Learning Objectives

Master Prepaid Management: Define the standard treatment of prepaids and identify the functional requirements—such as automated amortization schedules and single-click journal entries—needed to avoid common errors and manual rollforward headaches.

Formalize Accrual Processes: Establish a structured, document-driven approach to finding unbilled expenses, moving away from informal processes like flux analysis and “best guess” estimates to mitigate the high-risk judgment involved in accruals.

Implement the Document-to-Close Strategy: Utilize invoices or contracts as the source of truth to connect procurement and other teams executing purchases for the business with accounts payable, ensuring expected schedules are established, and documentation is centralized to eliminate “blind approvals”.

Transform Close with Automation: Apply the principles of a digital subledger to provide auditors with direct access to a clear audit trail, shifting time from preparation and manual reconciliation toward strategic financial analysis.

Senior Living Labor Visibility: See Costs Sooner and Protect Margins Faster
2026-05-19 13:00 - 14:00
Labor is the largest expense for senior living providers, yet delays in labor visibility make it hard to manage overtime, agency use, census‑based staffing, and PBJ compliance—often resulting in margin loss that isn’t caught until it’s too late. This webinar shows how real‑time labor insight and cost‑per‑resident‑day data help teams act sooner and protect margins. Learn how APS + Sage Intacct deliver early margin alerts, staffing optimization tools, and integrated reporting to support proactive labor management. By the end of this session, participants will be able to: Recognize key drivers of labor‑related margin erosion such as overtime, agency staffing, and delayed reporting. Determine how real‑time labor metrics support timely staffing and margin decisions. Describe how APS + Sage Intacct integrate labor and financial data to enhance margin protection.

Information about CPE eligibility: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

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

CPE credit: One (1) hour total credit   Level: OverviewField of study: FinanceCPE host: Dana Pontecorvo

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

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

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

Navigating the future: financial services tax and finance transformation in 2026
2026-05-19 13:00 - 14:00
Join us for a webcast exploring the key trends shaping financial services organizations’ tax and finance functions in 2026. Our panel of Financial Services Tax leaders will share forward‑looking transformation insights across the industry, including banking and capital markets, wealth and asset management, real estate and insurance. The discussion will focus on regulatory-driven demands, building a more agile tax and finance workforce, technology enablement − specifically AI − and preparing for rapid change. In consideration of the dynamically changing financial services environment, this session will help tax and finance leaders navigate complexity, adapt with confidence and position their functions for sustained success.

Panelists

Steven Balzer, Financial Services Tax Partner, Ernst & Young LLP

James Pape, Financial Services Tax Partner, Ernst & Young LLP

Arwa Weisbrod, Financial Services Tax Partner, Ernst & Young LLP

Mitchell Weiss, Financial Services Tax Partner, Ernst & Young LLP

Moderator

Mike Johnson, EY Americas Tax Financial Services Leader

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

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

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

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

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

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

The Journey from Schedule C to 1120-S
2026-05-19 12:00 - 13:00
Description

As tax professionals, we’re often asked, “Should I become an S Corporation?” The promise of self-employment tax savings can sound like the ultimate destination but the road to 1120-S is filled with key decisions, compliance challenges, and planning opportunities that require careful navigation.In this session, we’ll explore the full scope of that transition, from making timely elections, reasonable compensation and maintaining compliance unique to S Corporations. Whether you’re advising first-time entrepreneurs or seasoned business owners ready for the next phase, this session will equip you with a practical framework to guide clients toward greater tax efficiency and long-term success.

By completing this course, you will be able to:

Advise your clients on navigating the transition to S Corporation status and staying compliant.

The instructors will cover critical decisions, compliance challenges, and planning opportunities in the following areas:

Determine S Corporation eligibility: Identify the key IRS requirements for a business to qualify for S Corporation status, including shareholder limits and stock class rules.

S Corporation suitability and election procedures: Assess when an S Corp is appropriate for a client and accurately understand the process for filing Form 2553, including late elections.

Understanding S Corp reasonable compensation and accountable plans: Grasp the IRS’s requirements for reasonable officer salaries, and key criteria for compliant accountable plans.

Common S Corporation pitfalls and how to avoid them: Recognize and address issues like passive income limitations and basis challenges.

Who Should Attend?Anyone who prepares tax returns and advises clientsPrerequisites: NoneCourse Level: IntermediateCourse Length: 60 minutesDelivery Method: Group – Live internetField of Study: Technical – Specialized KnowledgeCPE: 1CE: 1IRS Course ID: NESGF-T-00213-25-OIRS Course ID: NESGF-T-00194-24-O

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.

From Manual to Agentic: How AI Transforms Reconciliations Across the Balance Sheet
2026-05-19 12:00 - 13:00
Let’s be real: “we reconcile in Excel and it takes forever” is not a competitive strategy.

Most finance teams have automated something — but, according to PwC research, only 8% say their data processes are mostly automated. Meanwhile, 21% spend more time reconciling data than analyzing it. That’s time your team isn’t getting back.

This session is your playbook for meaningful change. We’re going beyond basic automation to show you how AI Agents transform reconciliations from a month-end bottleneck into a foundation for strategic finance — with the governance, auditability, and controls your team requires.

Join FloQast and PwC to explore what it looks like when AI doesn’t just move data, but understands your process.

What You’ll Learn

‍A framework for getting started — practical prioritization so you’re confident in the possibilities

Where AI is actually making an impact — not the hype version, the one with 5 days shaved off the rec process and 98% of 50k transactions matched in seconds

How to think about your AI maturity — from manual and disconnected to autonomous and controlled, and where you realistically sit today

The full-cycle view — upstream data prep, journal entry generation, variance analysis, and downstream audit readiness, all connected

How our agentic AI shows its work — every step documented, every decision traceable, your name on the line and your back covered

AI Part 4: Auditing AI-Enabled Processes
2026-05-19 12:00 - 13:00
​This is a FREE course offered by Cherry Hill Advisory.

​​1 NASBA CPE hour will be issued.​Cherry Hill Advisory 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.

​​Module 4 of the AI Series

​As we’ve continued to build out this series, our focus has stayed the same: keep each session practical, clear, and immediately useful in your day-to-day work. For this session, we’re grateful to have MindBridge as a sponsor. MindBridge works at the intersection of AI and audit, with a focus on financial risk discovery.

​This session shows how to scope and test an AI-heavy process even without a technical background. We break fieldwork into clear steps and walk through examples of tests that actually work in practice.

​Key Learning Objectives:

​Plan and scope an AI audit from start to finish.

​Pick the right tests for AI-enabled processes.

​Tie AI risks back to core control objectives.

​Additional Information:NASBA Field of Study: AuditingProgram Level: BasicPrerequisites: NoneAdvance Preparation: NoneDelivery Method: Group Internet-Based

Location

Virtual | Link will be provided close to the date

2026 Manufacturing Predictions – Agility by Design: Where to Simplify. Where to Invest.
2026-05-19 12:00 - 13:00
As manufacturers move deeper into 2026, operational excellence is no longer about incremental improvement — it’s about intentionally simplifying where complexity no longer adds value and investing where it does. Margin pressure, complexity creep, and uneven demand are forcing leadership teams to rethink cost to serve, portfolio sprawl, and how agility actually drives performance.

Join BDO’s Manufacturing team for a focused, executive level webcast exploring how leading organizations are sharpening execution by simplifying portfolios, reallocating resources, and building operational flexibility without sacrificing performance. This session examines how manufacturers are deciding what to keep, what to fix, and what to exit —and how those choices directly impact growth, resilience, and capital discipline.

Whether you’re leading operations, advising the C-suite, or navigating board level tradeoffs, this discussion will provide a pragmatic framework for aligning strategy and execution in a year that demands focus and speed.

Learning Objectives

Evaluate where operational complexity is eroding margin and agility.

Assess cost structures and cost to serve through a simplification lens.

Distinguish high impact transformation initiatives from operational distractions.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

Busy season debrief: Turning tax season lessons into sustainable success
2026-05-19 11:00 - 12:00
CPE credit: 1 hour for CPAs

Tax season may be over, but its lessons are still fresh. In this session, Dawn Brolin, CEO of Powerful Accounting, Inc., guides accounting professionals through a structured review of the most recent tax season to identify what worked, what didn’t, and what must change before the next busy season.

Participants will learn how to evaluate workload patterns, client interactions, team capacity, and technology effectiveness through a post season lens. This session will help firms move from reactive survival mode to intentional planning. Attendees will gain practical frameworks to capture lessons learned, reset boundaries, mitigate burnout risk, and refine systems that support greater efficiency, profitability, and well being throughout the year.

Learning objectives:

Assess tax season performance to identify patterns related to workload distribution, time management, and client demands.

Analyze sources of stress, bottlenecks, and burnout experienced during busy season and determine their root causes.

Evaluate the effectiveness of workflows, delegation strategies, and technology used during tax season.

Apply a process to document lessons learned and prioritize improvements for the upcoming year.

Develop an action plan to refine processes, reset client expectations, and strengthen team sustainability before the next tax season.

Level:BasicInstructional method:Group internet-basedNASBA field of study:Business management & organizationProgram prerequisites:NoneAdvance preparation:None

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

EY Center for Tax Policy monthly update - May 2026
2026-05-15 12:00 - 13:00
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations.

Join us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic, legislative and regulatory environment. In this regularly occurring webcast series, panelists will provide updates on:

The US economy and tax policy

What’s happening at the IRS

Breaking developments

We hope you will be able to join us.

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

Presenters

Colleen O’Neill

EY US National Tax Department Leader Group, Washington, DC: Lynn Fairfaxfax

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.

Eye on Washington Quarterly Update: Q1 2026
2026-05-14 14:00 - 15:00
Stay informed about recent tax developments affecting your business. These free quarterly sessions provide the latest updates on administrative, legislative, and judicial developments from Washington.

CEOs, CFOs, financial executives, advisors, and other stakeholders will gain insights to navigate the evolving tax landscape. We will provide the latest information on federal tax reform, IRS guidance, and related topics to help you and your organization stay prepared.

After completing this course, you will be able to:

Describe recent rulings, guidance, and other activity from the IRS and the Treasury Department.

Summarize key legislative updates relevant to your business.

Explain how the most relevant tax case appellate and trial-level decisions may affect your business.

Don’t miss this chance how changes impact your company’s success!

Presenters

Bill Smith, Managing Director, National Tax Office, CBIZNate Smith, Managing Director, CBIZMark Baran, Managing Director, CBIZ

Seven Lessons Learned From GASB 103 Implementations
2026-05-14 14:00 - 15:00
Description

As governments shift from planning to execution under GASB Statement No. 103, the first wave of implementations are yielding both expected challenges and unexpected insights. This webinar shares seven key lessons learned from initial state and local implementations, highlighting common pitfalls, critical judgment areas, and how finance and budget teams are collaborating. Attendees will gain practical, immediately applicable guidance for ongoing or upcoming GASB 103 efforts.

Learning objectives:

Identify common management’s discussion and analysis (MD&A) gaps revealed through early GASB 103 implementations, including trends surfaced through AI‑enabled assessments

Anticipate and respond to questions from budget and operational departments regarding their role in the GASB 103 process

Understand how recent GASB implementation guidance on subsidies clarifies key areas of judgment and supports consistent application

Who Should Attend:

This program is designed for CFOs, Directors of Finance, Controllers, Comptrollers, Accounting Managers and Finance Managers.

CPE Accreditation:

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

Speakers

Danny Martinez

CFO Advisory Services

Partner, Cherry Bekaert Advisory LLC

Scott Anderson

Assurance Services

Partner, Cherry Bekaert LLPPartner, Cherry Bekaert Advisory LLC

From private equity to public markets: Is your PE-backed company ready?
2026-05-14 14:00 - 15:00
Event overview

The initial public offering window is open—but is your private equity-backed company ready to seize the opportunity? After a two-year drought, 2026 is shaping up as a historic window for PE exits via IPO. Portfolio companies that were built for sale to strategic buyers or other PE firms are now pivoting to public markets. But here’s the challenge: The strategies that made them attractive to PE create significant obstacles on the path to going public.

Many PE-backed companies have been assembled through aggressive roll-up strategies—acquiring multiple add-ons to build scale, consolidate markets and drive valuation multiples. While this creates value in private markets, it introduces profound complexity when preparing for an IPO.

This live session will address the unique challenges and considerations faced by PE-backed companies who are preparing—or being asked to prepare—for an IPO. Whether your PE sponsor has signaled an IPO exit or you’re proactively preparing for the possibility, this session will equip you with the knowledge to navigate the transition successfully.

What you’ll learn by attending:

How to develop a realistic IPO preparation timeline

The unique IPO challenges PE-backed companies face

Insights into key financial and operational readiness requirements

Guidance on assessing your current IPO readiness

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

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

Discussion topics will include:

Growing a larger, more valuable enterprise

Funding growth and understanding capital alternatives

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

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

Learning objectives

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

Panelists

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

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

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

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

Moderator

Brock Griffiths, EY Americas Family Enterprise Leader

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

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

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

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

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

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

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

Learning objectives:

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

Recognize the common organizational barriers to successful technology adoption.

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

Discuss the relationship between firm culture and effective digital transformation.

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

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

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

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

What You’ll Learn

How to identify nexus and multistate exposure

How taxability issues can create hidden compliance risk

When remediation or a voluntary disclosure agreement may make sense

How automation can support compliance, filings, and exemption management

What common setup or process issues can lead to downstream problems

How to build a more scalable sales tax compliance strategy

Who Should Attend

This webinar is designed for:

CFOs and controllers

Tax directors and tax managers

Finance and accounting leaders

Business owners and founders

Companies managing multistate sales tax complexity

Teams evaluating how to improve sales tax processes and controls

Why Attend

You’ll leave with:

A stronger framework for making next-step decisions

A clearer understanding of nexus and exposure risk

Practical guidance you can apply right away

Better insight into where automation fits into your compliance process

ELEVATE 2026
2026-05-14 11:00 - 14:45
Description

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

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

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

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

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

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

Key economic and market drivers shaping volatility in 2026

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

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

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

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

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the May 7 and May 13 sessions will be the same, participants are only eligible to receive CPE for attending one session.Additional CPE Information

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

Learning Objectives

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

Identify eligible and ineligible activities under the BEAD program.

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

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

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

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

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

Following this webcast, participants will be able to:

Identify key trends and drivers affecting Travel & Leisure for 2026

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

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

Program Specifications

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

C-Suite executives at Travel, Leisure & Hospitality sector

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

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

Policies & Questions

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

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

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

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

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

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

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

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

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

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

After this session, you will be able to:

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

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

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

Workiva offers one complimentary CPE credit for this webinar.

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

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

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

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

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

Learning objectives:

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

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

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

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

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

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

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

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

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

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

Learning Objectives:

Understanding the Section 179D sunset and remaining qualification timelines

Lookback opportunities for unclaimed 179D deductions

Planning considerations before and after June 30, 2026

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

Aligning tax incentives with future construction, renovation and innovation efforts

Who Should Attend:

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

CPE Accreditation:

Delivery Method | Group Internet BasedRecommended CPE credit | Up to one hour of CPE, pending approvalRecommended Field(s) of Study | TaxesCPE Capability | Technical Expertise/Problem SolvingPrerequisites | NoneProgram Level | BasicAdvanced Preparation | NonePartner, Cherry Bekaert Advisory LLC

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

Presenter

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