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DTSTART;TZID=America/New_York:20260604T090000
DTEND;TZID=America/New_York:20260604T110000
DTSTAMP:20260603T182508
CREATED:20260515T202026Z
LAST-MODIFIED:20260515T203038Z
UID:10011116-1780563600-1780570800@www.freelivecpe.com
SUMMARY:2026 Florida Public Sector & Nonprofit Summit
DESCRIPTION:2026 Florida Public Sector & Nonprofit Summit: Day 1 \n\n\n\nEngage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics\, including GASB standards\, enhancing financial reporting\, and more. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecall and understand recent GASB changes and pronouncements\, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency\, strengthen cybersecurity\, and enhance financial resilience in local government finance operations while leveraging data\, automation\, and AI tools to support smarter decision making\, compliance\, and sustainable service delivery.State how operational assessments can help uncover inefficiencies\, risks\, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation\, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 2 \n\n\n\nJoin us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update\, automation and artificial intelligence (AI) trends\, today’s changing cybersecurity and IT security environment\, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nIdentify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology\, Economics\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 3 \n\n\n\nJoin us for the third day of this dynamic\, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates\, strategies\, and best practices to help enhance your organization’s operations\, compliance\, and fundraising efforts. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing\, Taxes\, Business Management and Organization\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\nEach day has two sessions\, a morning and an afternoon session\, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session. \n\n\n\nCPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)study may be awarded upon verification of participant attendance during live broadcast. \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/2026-florida-public-sector-nonprofit-summit/2026-06-04/1/
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:20260604T110000
DTEND;TZID=America/New_York:20260604T121500
DTSTAMP:20260603T182508
CREATED:20260509T134024Z
LAST-MODIFIED:20260509T134028Z
UID:10011073-1780570800-1780575300@www.freelivecpe.com
SUMMARY:Private equity & private capital quarterly tax update – Q2 2026
DESCRIPTION:Join the EY Private Equity & Private Capital webcast for a Q2 2026 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends impacting the private fund industry and private equity (PE)-backed firms. The session will also explore global political developments\, the current economic landscape\, and emerging marketplace and transaction trends. \n\n\n\nTopics will include: \n\n\n\nGlobal “radar screen” \n\n\n\nTax legislative outlook \n\n\n\nPE global macro trends \n\n\n\nGlobal tax developments \n\n\n\nPE fund professional considerations \n\n\n\nTransaction and restructuring update \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/private-equity-private-capital-quarterly-tax-update-q2-2026/
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:20260604T111500
DTEND;TZID=America/New_York:20260604T131500
DTSTAMP:20260603T182508
CREATED:20260515T202026Z
LAST-MODIFIED:20260515T203038Z
UID:10011117-1780571700-1780578900@www.freelivecpe.com
SUMMARY:2026 Florida Public Sector & Nonprofit Summit
DESCRIPTION:2026 Florida Public Sector & Nonprofit Summit: Day 1 \n\n\n\nEngage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics\, including GASB standards\, enhancing financial reporting\, and more. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecall and understand recent GASB changes and pronouncements\, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency\, strengthen cybersecurity\, and enhance financial resilience in local government finance operations while leveraging data\, automation\, and AI tools to support smarter decision making\, compliance\, and sustainable service delivery.State how operational assessments can help uncover inefficiencies\, risks\, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation\, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 2 \n\n\n\nJoin us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update\, automation and artificial intelligence (AI) trends\, today’s changing cybersecurity and IT security environment\, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nIdentify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology\, Economics\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 3 \n\n\n\nJoin us for the third day of this dynamic\, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates\, strategies\, and best practices to help enhance your organization’s operations\, compliance\, and fundraising efforts. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing\, Taxes\, Business Management and Organization\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\nEach day has two sessions\, a morning and an afternoon session\, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session. \n\n\n\nCPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)study may be awarded upon verification of participant attendance during live broadcast. \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/2026-florida-public-sector-nonprofit-summit/2026-06-04/2/
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:20260604T120000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260603T182508
CREATED:20260509T140532Z
LAST-MODIFIED:20260509T140550Z
UID:10011080-1780574400-1780581600@www.freelivecpe.com
SUMMARY:Public Pension Plan 2026
DESCRIPTION:Event Overview\n\n\n\nThis webinar delivers an overview of key issues impacting state and local government public pension plans. Through four focused sessions\, participants will receive updates on government accounting standards\, explore fraud and cybersecurity risks\, and learn practical strategies to strengthen internal controls and governance. The program concludes with a peer-led roundtable discussion\, offering real-world insights and best practices to help attendees navigate today’s evolving public pension landscape. \n\n\n\nLearning Objectives \n\n\n\n\nExamine current and upcoming government accounting standards relevant to state and local public pension plans\, including standards affecting near-term and future financial reporting.\n\n\n\nIdentify key operational and compliance risks facing public pension plans\, including fraud and cybersecurity threats\, and evaluate strategies to mitigate those risks.\n\n\n\nImplement and strengthen internal controls and organizational practices to reduce exposure to fraud\, improve cybersecurity preparedness\, and enhance overall plan governance.\n\n\n\nRecognize emerging trends and challenges within the public pension plan landscape by learning from peer experiences and industry best practices.\n\n\n\nApply practical insights from subject matter experts and peer discussions to support informed decision-making and continuous improvement within public pension plan operations.\n\n\n\n\nPresenters \n\n\n\nJaneen Hathcock\, CPA\, Partner  \n\n\n\nJaneen has more than 11 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31\, 2021\, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities\, such as counties\, cities\, and towns\, and she performs both internal and external trainings on a variety of accounting and audit topics.  \n\n\n\nDoug Cash\, CFE\, CFI\, CFCI\, CECFE\, Senior Manager \n\n\n\nDoug has more than 25 years of experience assisting government agencies with prevention\, detection\, and prosecution of fraud-related matters\, such as internal control consulting\, financial exploitation investigations\, specialty interviewing\, expert witness testimony\, internal investigations\, and employee theft/embezzlement incidents. \n\n\n\nRob Else\, CISSP\, Director/Cybersecurity Practice Leader  \n\n\n\nRob is a cybersecurity consultant dedicated to helping businesses strengthen their defenses with practical\, risk-focused solutions. With nearly 25 years of experience in IT and cybersecurity\, Rob bridges the technical with the strategic\, making cybersecurity both accessible and actionable. His approach is centered on understanding each client’s unique challenges and crafting tailored solutions that not only protect their assets but also strengthen resilience against emerging threats. Rob’s mission is to empower businesses with the confidence to manage their security posture\, equipped with the right tools and knowledge to sustain a secure environment.  \n\n\n\nBrad A. Berls\, CPA\, Partner/Idaho Market Leader  \n\n\n\nBrad joined Eide Bailly in 2006 and has experience providing the full range of public accounting services to a wide variety of clients\, including those in the manufacturing and nonprofit industries\, as well as governmental entities. He also has experience servicing employee benefit plans for business clients and regularly conducts audits and financial reviews.  \n\n\n\nPaul Skeen\, CPA\, Partner/Board of Directors/Utah Market Leader  \n\n\n\nSince 1999 he has gained experience in public accounting\, which includes involvement in all aspects of financial and compliance audits\, with emphasis in assurance services to dealerships\, resorts\, technology companies and governmental entities. He has extensive knowledge of governmental reporting rules\, having worked with these entities throughout this career. He is a frequent presenter on technical issues related to governmental entities.  \n\n\n\nCPE Information:   \n\n\n\nCPE Credits: 2 \n\n\n\nField of Study: Auditing Governmental  \n\n\n\nLevel of Knowledge: Overview  \n\n\n\nDelivery Method: Group Internet Baseded \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/public-pension-plan-2026/2026-06-04/1/
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:20260604T120000
DTEND;TZID=America/New_York:20260604T150000
DTSTAMP:20260603T182508
CREATED:20260511T204142Z
LAST-MODIFIED:20260511T204206Z
UID:10011105-1780574400-1780585200@www.freelivecpe.com
SUMMARY:2026 Not-for-profit governance and fiscal workshop
DESCRIPTION:Over the course of two days\, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!   \n\n\n\nOn day one\, we will focus on governance\, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management\, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud\, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.  \n\n\n\nOn day two\, we will turn to innovation\, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI\, opportunities to support capital investment and growth\, and a discussion of how governance plays a critical role in tax compliance and reputational risk. \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/2026-not-for-profit-governance-and-fiscal-workshop/2026-06-04/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T130000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260603T182508
CREATED:20260425T130646Z
LAST-MODIFIED:20260425T130651Z
UID:10010993-1780578000-1780581600@www.freelivecpe.com
SUMMARY:The Resilient Finance Function: How to Build a Finance Operating Model That Survives 2026
DESCRIPTION:Finance teams are being asked to absorb constant new technology\, talent constraints\, rising governance expectations\, and market disruption—while still accelerating decisions and improving accuracy. This session introduces a practical finance operating model framework that helps leaders build resilience across people\, process\, technology\, and governance. We’ll show how advisory\, outsourcing\, and resource augmentation can work together to stabilize delivery\, improve insight\, and scale capabilities as priorities shift. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify the five macro buyer priorities shaping finance expectations in 2026 and how they connect to resilience. \n\n\n\nDiagnose operating model gaps across people/process/tech/governance that slow decision-making and execution. \n\n\n\nApply a phased roadmap to improve finance performance without waiting for a full transformation program. \n\n\n\nIllustrate common finance challenges to the right mix of advisory support\, outsourced delivery\, and interim talent.\n\n\n\nDefine measurable indicators of resilience (speed\, accuracy\, controls confidence\, capacity elasticity).\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo 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. \n\n\n\nPlease 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. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO 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
URL:https://www.freelivecpe.com/event/the-resilient-finance-function-how-to-build-a-finance-operating-model-that-survives-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T130000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260603T182508
CREATED:20260502T135739Z
LAST-MODIFIED:20260502T135744Z
UID:10011046-1780578000-1780581600@www.freelivecpe.com
SUMMARY:FQ+CFGI: Close Faster & Smarter: Automate Leases and Accruals to Accelerate Your Financial Close
DESCRIPTION:Learning Objectives\n\n\n\n\nIdentify the financial statement risks of manual tracking: Understand how reliance on spreadsheets for complex areas like leases and accruals directly leads to operational failures\, including overstated assets (e.g.\, forgotten prepaid amortizations)\, understated liabilities (e.g.\, missed accruals)\, and cutoff errors.\n\n\n\nMaster auditor expectations for ASC 842 compliance: Learn the best practices for lease audit readiness\, including establishing strong internal controls\, maintaining centralized documentation\, and consistently applying discount rate policies.\n\n\n\nLearn how to evaluate purpose-built subledgers and discover how AI can automate the entire lifecycle of contracts and invoices\, from data ingestion and automated amortization schedules to system-generated journal entries and perfect rollforwards.
URL:https://www.freelivecpe.com/event/fqcfgi-close-faster-smarter-automate-leases-and-accruals-to-accelerate-your-financial-close/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T130000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260603T182508
CREATED:20260509T133028Z
LAST-MODIFIED:20260509T133033Z
UID:10011068-1780578000-1780581600@www.freelivecpe.com
SUMMARY:Navigating TEAM: Strategic Positioning for SNFs
DESCRIPTION:On January 1\, 2026\, CMS launched the Transforming Episode Accountability Model (TEAM)\, a mandatory bundled payment model for over 700 acute care hospitals across the country. TEAM places new financial accountability on hospitals for the cost and quality of care delivered across specific 30‑day episodes of care. As healthcare organizations adjust to these expectations\, senior living and long-term care providers play an increasingly important role in supporting care coordination\, outcomes\, and efficiency over the episode of care. This webinar will explore how senior living and long-term care providers are supporting effective transitions of care by delivering the right level of care in the most appropriate setting. This session will also discuss the overall view of value-based care in the post-acute care environment. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe TEAM’s episode structure and its impact on senior living and long-term care providers.\n\n\n\nIdentify the financial and quality drivers that can help senior living and long-term care providers be successful partners in TEAM.\n\n\n\nDiscuss key tracking metrics to help senior living and long-term care providers retain preferred status with referral partners.\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/navigating-team-strategic-positioning-for-snfs/
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:20260604T130000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260603T182508
CREATED:20260509T142632Z
LAST-MODIFIED:20260509T142637Z
UID:10011083-1780578000-1780581600@www.freelivecpe.com
SUMMARY:Small business tax frauds
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nWhen small businesses commit tax fraud they are usually trying to hide revenue and expense personal items as business expenses. In this course we will review the various ways small businesses commit tax fraud. We will discuss the red flags that could be indicative of tax fraud. Current cases from the news will be presented for discussion. \n\n\n\nLearning objectives: \n\n\n\n\nIdentify the red flags for tax fraud\n\n\n\nIdentify common tax frauds committed by small businesses\n\n\n\nRecognize the reasons people commit tax fraud\n\n\n\nDescribe red flags for tax fraud\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Accounting & auditingProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/small-business-tax-frauds/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T130000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260603T182508
CREATED:20260524T001622Z
LAST-MODIFIED:20260524T001627Z
UID:10011177-1780578000-1780581600@www.freelivecpe.com
SUMMARY:Important July 6 Filing Update for R&D Tax Credits: Insights and Practical Guidance Under the One Big Beautiful Bill
DESCRIPTION:A rare\, time-sensitive\, filing window to identify and secure cash refunds is approaching\, and many small and medium sized businesses don’t realize what’s at stake. Under the One Big Beautiful Bill Act (OBBBA)\, qualifying businesses now have a final opportunity to amend 2022–2024 tax returns to immediately expense domestic R&D costs and make or fix a Section 280C election. However\, this is only if amended returns are filed no later than July 6\, 2026 (or the earlier expiration of the statute of limitations for each year). Miss the date\, and this flexibility is gone for good. \n\n\n\nThis timely session is designed for Human Resource\, Payroll\, and Tax leaders alike – who play a critical role in data\, documentation\, and execution. We’ll break down what’s changed under the OBBA\, why the July 6\, 2026\, deadline is non-negotiable\, and how employers can act now to avoid costly expenses\, missed credits\, and compliance risk—while preparing payroll and tax teams for the new documentation rules taking effect in 2026. \n\n\n\nKey focus areas for this webinar include: \n\n\n\n\nWhat changed under the OBBA related to R&D and why it matters to employers \n\n\n\nUnderstanding the July 6 amendment deadline & which returns may be impacted\n\n\n\nHow the Section 280C election affects R&D credit outcomes and amended filings\n\n\n\nThe role of HR and Payroll data in supporting R&D credit documentation\n\n\n\nPreparing for upcoming R&D documentation and filing requirements taking effect in 2026\n\n\n\n\nTime is ticking\, don’t miss out! \n\n\n\nThis webinar is approved for 1 CPE credit.
URL:https://www.freelivecpe.com/event/important-july-6-filing-update-for-rd-tax-credits-insights-and-practical-guidance-under-the-one-big-beautiful-bill/
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/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T130000
DTEND;TZID=America/New_York:20260604T143000
DTSTAMP:20260603T182508
CREATED:20260425T142546Z
LAST-MODIFIED:20260425T142551Z
UID:10011004-1780578000-1780583400@www.freelivecpe.com
SUMMARY:Q2 2026 Quarterly accounting webcast
DESCRIPTION:This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2026. \n\n\n\nIf you are not able to join our webcast on June 4\, register for another session on June 10 or June 23. \n\n\n\nPresenter:Heather Horn\, PwC National Office Sustainability and Thought Leader \n\n\n\nWho should attend: Audit committee members\, CFOs\, controllers\, finance directors\, and others with a role in accounting and financial reporting. \n\n\n\nCPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the June 4\, June 10\, and June 23 sessions will be the same\, participants are only eligible to receive CPE for attending one session.
URL:https://www.freelivecpe.com/event/q2-2026-quarterly-accounting-webcast/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/PWC-CPE-Webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T140000
DTEND;TZID=America/New_York:20260604T160000
DTSTAMP:20260603T182508
CREATED:20260509T140532Z
LAST-MODIFIED:20260509T140550Z
UID:10011081-1780581600-1780588800@www.freelivecpe.com
SUMMARY:Public Pension Plan 2026
DESCRIPTION:Event Overview\n\n\n\nThis webinar delivers an overview of key issues impacting state and local government public pension plans. Through four focused sessions\, participants will receive updates on government accounting standards\, explore fraud and cybersecurity risks\, and learn practical strategies to strengthen internal controls and governance. The program concludes with a peer-led roundtable discussion\, offering real-world insights and best practices to help attendees navigate today’s evolving public pension landscape. \n\n\n\nLearning Objectives \n\n\n\n\nExamine current and upcoming government accounting standards relevant to state and local public pension plans\, including standards affecting near-term and future financial reporting.\n\n\n\nIdentify key operational and compliance risks facing public pension plans\, including fraud and cybersecurity threats\, and evaluate strategies to mitigate those risks.\n\n\n\nImplement and strengthen internal controls and organizational practices to reduce exposure to fraud\, improve cybersecurity preparedness\, and enhance overall plan governance.\n\n\n\nRecognize emerging trends and challenges within the public pension plan landscape by learning from peer experiences and industry best practices.\n\n\n\nApply practical insights from subject matter experts and peer discussions to support informed decision-making and continuous improvement within public pension plan operations.\n\n\n\n\nPresenters \n\n\n\nJaneen Hathcock\, CPA\, Partner  \n\n\n\nJaneen has more than 11 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31\, 2021\, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities\, such as counties\, cities\, and towns\, and she performs both internal and external trainings on a variety of accounting and audit topics.  \n\n\n\nDoug Cash\, CFE\, CFI\, CFCI\, CECFE\, Senior Manager \n\n\n\nDoug has more than 25 years of experience assisting government agencies with prevention\, detection\, and prosecution of fraud-related matters\, such as internal control consulting\, financial exploitation investigations\, specialty interviewing\, expert witness testimony\, internal investigations\, and employee theft/embezzlement incidents. \n\n\n\nRob Else\, CISSP\, Director/Cybersecurity Practice Leader  \n\n\n\nRob is a cybersecurity consultant dedicated to helping businesses strengthen their defenses with practical\, risk-focused solutions. With nearly 25 years of experience in IT and cybersecurity\, Rob bridges the technical with the strategic\, making cybersecurity both accessible and actionable. His approach is centered on understanding each client’s unique challenges and crafting tailored solutions that not only protect their assets but also strengthen resilience against emerging threats. Rob’s mission is to empower businesses with the confidence to manage their security posture\, equipped with the right tools and knowledge to sustain a secure environment.  \n\n\n\nBrad A. Berls\, CPA\, Partner/Idaho Market Leader  \n\n\n\nBrad joined Eide Bailly in 2006 and has experience providing the full range of public accounting services to a wide variety of clients\, including those in the manufacturing and nonprofit industries\, as well as governmental entities. He also has experience servicing employee benefit plans for business clients and regularly conducts audits and financial reviews.  \n\n\n\nPaul Skeen\, CPA\, Partner/Board of Directors/Utah Market Leader  \n\n\n\nSince 1999 he has gained experience in public accounting\, which includes involvement in all aspects of financial and compliance audits\, with emphasis in assurance services to dealerships\, resorts\, technology companies and governmental entities. He has extensive knowledge of governmental reporting rules\, having worked with these entities throughout this career. He is a frequent presenter on technical issues related to governmental entities.  \n\n\n\nCPE Information:   \n\n\n\nCPE Credits: 2 \n\n\n\nField of Study: Auditing Governmental  \n\n\n\nLevel of Knowledge: Overview  \n\n\n\nDelivery Method: Group Internet Baseded \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/public-pension-plan-2026/2026-06-04/2/
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:20260605T090000
DTEND;TZID=America/New_York:20260605T111500
DTSTAMP:20260603T182508
CREATED:20260515T202026Z
LAST-MODIFIED:20260515T203038Z
UID:10011118-1780650000-1780658100@www.freelivecpe.com
SUMMARY:2026 Florida Public Sector & Nonprofit Summit
DESCRIPTION:2026 Florida Public Sector & Nonprofit Summit: Day 1 \n\n\n\nEngage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics\, including GASB standards\, enhancing financial reporting\, and more. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecall and understand recent GASB changes and pronouncements\, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency\, strengthen cybersecurity\, and enhance financial resilience in local government finance operations while leveraging data\, automation\, and AI tools to support smarter decision making\, compliance\, and sustainable service delivery.State how operational assessments can help uncover inefficiencies\, risks\, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation\, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 2 \n\n\n\nJoin us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update\, automation and artificial intelligence (AI) trends\, today’s changing cybersecurity and IT security environment\, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nIdentify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology\, Economics\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 3 \n\n\n\nJoin us for the third day of this dynamic\, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates\, strategies\, and best practices to help enhance your organization’s operations\, compliance\, and fundraising efforts. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing\, Taxes\, Business Management and Organization\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\nEach day has two sessions\, a morning and an afternoon session\, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session. \n\n\n\nCPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)study may be awarded upon verification of participant attendance during live broadcast. \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/2026-florida-public-sector-nonprofit-summit/2026-06-05/1/
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:20260605T111500
DTEND;TZID=America/New_York:20260605T131500
DTSTAMP:20260603T182508
CREATED:20260515T202026Z
LAST-MODIFIED:20260515T203038Z
UID:10011119-1780658100-1780665300@www.freelivecpe.com
SUMMARY:2026 Florida Public Sector & Nonprofit Summit
DESCRIPTION:2026 Florida Public Sector & Nonprofit Summit: Day 1 \n\n\n\nEngage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics\, including GASB standards\, enhancing financial reporting\, and more. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecall and understand recent GASB changes and pronouncements\, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency\, strengthen cybersecurity\, and enhance financial resilience in local government finance operations while leveraging data\, automation\, and AI tools to support smarter decision making\, compliance\, and sustainable service delivery.State how operational assessments can help uncover inefficiencies\, risks\, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation\, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 2 \n\n\n\nJoin us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update\, automation and artificial intelligence (AI) trends\, today’s changing cybersecurity and IT security environment\, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nIdentify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology\, Economics\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\n2026 Florida Public Sector & Nonprofit Summit: Day 3 \n\n\n\nJoin us for the third day of this dynamic\, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates\, strategies\, and best practices to help enhance your organization’s operations\, compliance\, and fundraising efforts. \n\n\n\nLearning ObjectivesUpon completion of this program\, participants will be able to: \n\n\n\nRecognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing\, Taxes\, Business Management and Organization\, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance\, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com. \n\n\n\nEach day has two sessions\, a morning and an afternoon session\, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session. \n\n\n\nCPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)study may be awarded upon verification of participant attendance during live broadcast. \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/2026-florida-public-sector-nonprofit-summit/2026-06-05/2/
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:20260609T100000
DTEND;TZID=America/New_York:20260609T110000
DTSTAMP:20260603T182508
CREATED:20260509T151626Z
LAST-MODIFIED:20260509T151631Z
UID:10011092-1780999200-1781002800@www.freelivecpe.com
SUMMARY:Plante Moran International Inbound Webinar Series
DESCRIPTION:Entering the U.S. market can be challenging\, especially during periods of economic\, regulatory\, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively\, establish operations smoothly\, and navigate the U.S. business environment with confidence. During this webinar\, attendees will hear from specialists across our state and local tax and international tax practices\, our global mobility tax practice\, and our commercial real estate advisors practice\, offering a wide range of perspectives for international businesses.  Learning objectives:  \n\n\n\n\nIdentify planning strategies to establish your presence in the United States.  \n\n\n\n\n\nUnderstand the fundamentals of federal\, state\, and local tax systems.\n\n\n\nExplore current real estate trends and what they mean for your business location strategy.  \n\n\n\n\n\nUnderstand the resources needed to effectively manage your global workforce. \n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nOnce an organization is past the initial steps of entering the U.S. market\, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations\, managing logistics\, navigating transfer pricing complexities\, and maintaining regulatory readiness. During this webinar\, attendees will hear from our transfer pricing practice\, our strategy and operations team\, and our international audit practice\, helping you streamline operations and reduce risk. Learning objectives:  \n\n\n\n\nLearn key considerations for location\, scalability\, and compliance for U.S. warehousing activities.  \n\n\n\n\n\nUnderstand relevant costing and margin intelligence considerations.  \n\n\n\n\n\nLearn U.S. transfer pricing complexities\, and strategic opportunities for intercompany pricing.  \n\n\n\n\n\nDiscover best practices to ensure your operations are running smoothly.  \n\n\n\n\n\nUnderstand regulatory requirements to help you stay in compliance. \n\n\n\n\nAnticipated CPE : 1 credit\, Production – Non-technical \n\n\n\nGlobal businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar\, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable\, long-term success.   \n\n\n\nLearning objectives:  \n\n\n\n\nLearn why M&A is often the preferred approach for accelerating market entry and scaling operations.  \n\n\n\n\n\nDiscover key risks under diligence when buying or selling\, along with key integration issues.  \n\n\n\n\n\nUnderstand actionable strategies for expanding in the U.S. market.   \n\n\n\n\n\nReview current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market. \n\n\n\n\nAnticipated CPE : 1 credit\, Business Management & Organization – Non-technical \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/plante-moran-international-inbound-webinar-series/2026-06-09/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization,Production,Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T100000
DTEND;TZID=America/New_York:20260609T110000
DTSTAMP:20260603T182508
CREATED:20260531T132301Z
LAST-MODIFIED:20260531T132557Z
UID:10011209-1780999200-1781002800@www.freelivecpe.com
SUMMARY:Affordable Housing: Tax\, Audit & Lending Updates
DESCRIPTION:Want to stay informed on the latest regulatory developments affecting the affordable housing sector? Join us for a comprehensive session covering new tax legislation\, recent audit and accounting changes\, and evolving lending requirements. Gain actionable insights into how these updates impact compliance\, financial reporting\, and access to financing for affordable housing projects. \n\n\n\nLearning Objectives \n\n\n\n\nDefine the Impact of New Tax Legislation on Affordable Housing Projects.\n\n\n\nEvaluate Recent Audit and Accounting Changes Relevant to Affordable Housing.\n\n\n\nAnalyze Evolving Lending Requirements and Their Effect on Project Financing.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Overview \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo 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. \n\n\n\nPlease 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. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO 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
URL:https://www.freelivecpe.com/event/affordable-housing-tax-audit-lending-updates/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/BDO-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T120000
DTEND;TZID=America/New_York:20260609T130000
DTSTAMP:20260603T182508
CREATED:20260516T135817Z
LAST-MODIFIED:20260531T222016Z
UID:10011143-1781006400-1781010000@www.freelivecpe.com
SUMMARY:A Practical Appraisal of Choosing the Right Accounting System as Your Business Scales
DESCRIPTION:As businesses grow\, accounting needs become more complex. Join Bennett Thrasher and Sage for a practical comparison of QuickBooks Online and Sage Intacct to help determine the right fit for your next stage of growth. \n\n\n\nDate: Tuesday\, June 9\, 2026 \n\n\n\nTime: 12 – 1 PM | Eastern \n\n\n\nFormat: Live webinar with Q&A \n\n\n\nCPE Credit: One hour \n\n\n\nOverview \n\n\n\nMany companies begin with QuickBooks Online because it is simple and efficient. But as operations expand\, finance teams often need stronger reporting\, automation\, multi-entity capabilities\, and greater visibility. This session will compare QuickBooks Online and Sage Intacct to help leaders understand where each platform fits\, common limitations\, and what to consider when planning the next stage of growth. \n\n\n\nWhat You’ll Learn \n\n\n\n\nCore differences between QuickBooks Online and Sage Intacct Reporting\, dashboards\, and visibility capabilities\n\n\n\nMulti-entity and consolidation considerations\n\n\n\nAutomation and workflow efficiencies\n\n\n\nWhen businesses typically outgrow QuickBooks\n\n\n\nOnline Implementation and migration planning tips\n\n\n\nWhen outsourced accounting may also be worth considering\n\n\n\n\nWho Should Attend\n\n\n\nThis webinar is designed for: \n\n\n\nCompanies evaluating new accounting systems \n\n\n\nCFOs \n\n\n\nControllers \n\n\n\nFinance Directors \n\n\n\nCEOs of growing businesses
URL:https://www.freelivecpe.com/event/quickbooks-online-vs-sage-intacct-key-differences-for-growing-companies/
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:20260609T120000
DTEND;TZID=America/New_York:20260609T130000
DTSTAMP:20260603T182508
CREATED:20260516T140429Z
LAST-MODIFIED:20260516T140435Z
UID:10011145-1781006400-1781010000@www.freelivecpe.com
SUMMARY:Phase One: Pathways to Public – Diligence\, Decisions\, and Market Conditions
DESCRIPTION:In our Public Listing Pathway Series\, explore the first phase of going public\, how companies evaluate readiness\, assemble the right team\, and make disciplined decisions against shifting market conditions. Panelists will walk through the due diligence lens investors and regulators bring to early-stage IPO or alternative planning\, the audit and internal control requirements that often drive the timeline\, and how to articulate a credible equity story supported by the right management team\, reliable data and governance. The session aims to give participants a practical framework for deciding if\, when\, and how to pursue an IPO or alternative transactions\, while avoiding common first-time issuer pitfalls. \n\n\n\nModerator\n\n\n\nMichael Brooder\, Managing Director\, CBIZ \n\n\n\nPresenter\n\n\n\nJeffrey Solomon\, Managing Director\, CBIZ
URL:https://www.freelivecpe.com/event/phase-one-pathways-to-public-diligence-decisions-and-market-conditions/
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/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260603T182508
CREATED:20260509T133138Z
LAST-MODIFIED:20260509T133143Z
UID:10011069-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Prior Authorization: Leveraging Automation to Reduce Denials
DESCRIPTION:Obtaining prior authorizations from payors is one of the most complex and costly workflows for healthcare providers. Join this informative webinar to learn how your organization can leverage strong pre-service workflows\, artificial intelligence (AI)\, and analytics to help improve the authorization process and reduce denials. Our presenters will explore common obstacles to obtaining and validating authorizations\, structure and workflow improvements\, and strategies for using technology to help improve performance. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify common issues and obstacles related to prior authorizations.\n\n\n\nDiscuss ways to help improve the authorization process\, including enhanced policies\, procedures\, and documentation.\n\n\n\nApply strategies that use AI\, automation\, and analytics to help reduce denials and improve performance.\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 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/prior-authorization-leveraging-automation-to-reduce-denials/
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:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260603T182508
CREATED:20260516T133330Z
LAST-MODIFIED:20260516T133516Z
UID:10011139-1781010000-1781013600@www.freelivecpe.com
SUMMARY:AI in Action: Building A Modern\, High-Scaling Finance Function
DESCRIPTION:​When Northspyre outgrew Excel\, CFO Jacob Walls partnered with Una to embed AI into the core of their financial operations. By replacing manual gatekeeping with machine learning\, Northspyre now uses predictive algorithms to project business development capacity and navigate a volatile macro environment marked by high seasonality. \n\n\n\nThis session explores how Northspyre scaled its finance function without increasing headcount. Discover how Una’s open collaboration features transformed static data into a dynamic engine\, allowing the team to maintain agility and precision in an ever-shifting market. \n\n\n\nThis topic represents the evolution of the CFO’s office from a reactive back-office function to a proactive\, tech-driven engine that provides investor-grade insights in real-time. \n\n\n\nLearning Objectives: \n\n\n\n\nDeploying Agentic AI: Moving beyond static dashboards to AI-driven variance analysis and forecasting.\n\n\n\nAutomated Anomaly Detection: Utilizing AI to proactively identify budget risks and operational irregularities before they impact the P&L.\n\n\n\nThe AI-Ready Tech Stack: A blueprint for replacing legacy spreadsheets with an intelligent modeling platform capable of delivering high quality insights.\n\n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/ai-in-action-building-a-modern-high-scaling-finance-function/
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/2026/01/FEI-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260603T182508
CREATED:20260516T140133Z
LAST-MODIFIED:20260516T140305Z
UID:10011144-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Optimizing IRS Form 990 Amid Increased Scrutiny
DESCRIPTION:In recent years\, not-for-profit organizations have faced heightened scrutiny from both the general public and government authorities\, notably through executive orders. Form 990 has become a critical tool for transparency and accountability. This webinar will delve into strategies for optimizing Form 990 to meet the rigorous standards of watchdog entities\, ensuring your organization remains compliant and transparent. Participants will gain insights on best practices\, common pitfalls\, and how to effectively present organizational data to withstand scrutiny. \n\n\n\nPresenters\n\n\n\nAaron M. Fox\, CPA\, National Not-For-Profit Tax Leader \, CBIZSara Smith\, Senior Manager\, CBIZ
URL:https://www.freelivecpe.com/event/optimizing-irs-form-990-amid-increased-scrutiny-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260603T182508
CREATED:20260524T184446Z
LAST-MODIFIED:20260524T184451Z
UID:10011188-1781010000-1781013600@www.freelivecpe.com
SUMMARY:Q2 R&D Tax Credit Update: Critical Deadlines\, AI Impacts and 2026 Planning Considerations
DESCRIPTION:Description\n\n\n\nThe research and development (R&D) tax credit landscape is evolving in 2026\, bringing both urgency and opportunity. Join our Q2 update to learn what you need to know before the July 6 amendment deadline for businesses under $31 million in revenue. \n\n\n\nWe’ll also explore how AI and advanced technologies are redefining qualifying R&D\, along with key legislative and technical updates impacting claims this year. Walk away with practical insights to assess eligibility\, meet deadlines and strengthen your position going forward. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify key federal R&D tax credit changes and developments impacting taxpayers in 2026\n\n\n\nEvaluate eligibility considerations and planning opportunities related to the July 6 federal amendment deadline for small and mid-sized businesses\n\n\n\nAssess how AI and emerging technologies may affect R&D qualification under IRC Section 41\n\n\n\nRecognize common documentation\, substantiation\, and examination considerations associated with modern R&D tax credit claims\n\n\n\n\nWho Should Attend\n\n\n\nThis program is designed for CFOs\, Controllers\, Tax Directors\, and business leaders in industries such as manufacturing\, technology\, software\, engineering\, and life sciences who are considering or currently claiming R&D tax credits. \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/q2-rd-tax-credit-update-critical-deadlines-ai-impacts-and-2026-planning-considerations/
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:20260609T130000
DTEND;TZID=America/New_York:20260609T143000
DTSTAMP:20260603T182508
CREATED:20260515T221228Z
LAST-MODIFIED:20260515T221233Z
UID:10011124-1781010000-1781015400@www.freelivecpe.com
SUMMARY:Domestic tax quarterly webcast series: a focus on state tax matters - June 2026
DESCRIPTION:For our second quarterly webcast in 2026\, speakers from our Sales & Use Tax group\, our State Tax Policy group\, State Tax Controversy group\, and our Washington State tax desk will discuss various topics of interest to multijurisdictional businesses. \n\n\n\nFeatured topics include: \n\n\n\n\nState and local tax legislative activity focused on digital advertising\, social media and data collection and brokerage services and how these taxes differ on scope and application\n\n\n\nState legislative activity related to data centers\, with some states pulling back on credits and exemptions and other states enhancing credits and exemptions to attract data centers to their states\n\n\n\nRecent state income tax apportionment cases\n\n\n\nWashington State sales and use and business and occupation tax legislative developments\n\n\n\n\nWe will round out the webcast with a high-level discussion of recent developments affecting multijurisdictional entities. \n\n\n\nPlease join us for this 90-minute\, interactive webcast. We welcome and encourage you to ask questions. \n\n\n\nLearning objectives \n\n\n\nDiscuss the state activity regarding digital ad and social media taxes\, tax exemptions and credits available to data centers\, recent legislative developments in Washington State as well as key legislative and judicial developments from other states of interest to multijurisdictional businesses. \n\n\n\nPanelists\n\n\n\n\nJessica Brown\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Washington\, DC\n\n\n\nDarcy Kooiker\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Seattle\, WA\n\n\n\nMelissa Miller\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Chicago\, IL\n\n\n\nKarl Nicolas\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Washington\, DC\n\n\n\nDavid Sawyer\, Indirect\, State and Local Tax\, Ernst & Young LLP\, Atlanta\, GA\n\n\n\nScott Susko\, Indirect\, State and Local Tax Controversy Leader\, Ernst & Young LLP\, Boston\, MA\n\n\n\n\nModerator\n\n\n\nNatalie Haynes\, Indirect\, State and Local Tax Sales and Use Tax Leader\, Ernst & Young LLP\, St. Louis\, MOecting investment decisions; identify leading operating model practices; discuss energy-related tax credits and incentives. \n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax. \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/domestic-tax-quarterly-webcast-series-a-focus-on-state-tax-matters-june-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:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260509T131012Z
LAST-MODIFIED:20260509T131020Z
UID:10011060-1781013600-1781017200@www.freelivecpe.com
SUMMARY:Retail–CPG collaboration: Growth in the value-seeking era
DESCRIPTION:Key takeaways \n\n\n\nAs price-driven gains fade and consumer value-seeking becomes mainstream\, retailers and consumer packaged goods (CPG) companies face a shared challenge: generating sustainable top-line growth. Our panel will explore how stronger collaboration across shared insights\, supply chain\, and commercial decisions can help unlock meaningful top-line growth. We’ll discuss: \n\n\n\nUse of artificial intelligence to strengthen retailer-supplier collaboration through greater transparency\, lower manual effort\, and sharper focus on joint opportunities \n\n\n\nBenefits of end-to-end commercial and supply chain collaboration for retailers and CPGs \n\n\n\nPriority collaboration levers including revenue growth management\, joint business planning\, forecasting\, and fulfillment
URL:https://www.freelivecpe.com/event/retail-cpg-collaboration-growth-in-the-value-seeking-era/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260509T194838Z
LAST-MODIFIED:20260509T194843Z
UID:10011096-1781013600-1781017200@www.freelivecpe.com
SUMMARY:10-Q and K Disclosure Prep: The Latest Trends in SEC Disclosure
DESCRIPTION:(1 CPE) In addition to potential significant SEC rulemaking\, SEC disclosure expectations continue to evolve as companies prepare for mid-year reporting\, bringing new questions around comment letter trends\, disclosure clarity\, and emerging areas of regulatory focus. \n\n\n\nJoin the SEC Professionals Group (SEC Pro) to explore the latest developments shaping SEC reporting and practical insights to help you navigate the upcoming filing cycle with confidence. Guests Melissa Rocha (KPMG) and Chelsea Hall (Workiva) will examine SEC trends\, comment letter themes\, and disclosure pitfalls observed in recent filings.  \n\n\n\nThis timely session\, designed for accounting and financial reporting professionals\, features real-world examples and live Q&A. Learn practical strategies to strengthen disclosures and stay ahead of changing SEC expectations.on-based\, with plenty of examples to illustrate key learning points. And\, with GAAP Dynamics\, you know it will be fun! \n\n\n\nMore CPE information →
URL:https://www.freelivecpe.com/event/10-q-and-k-disclosure-prep-the-latest-trends-in-sec-disclosure/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/02/ProGroups-accounting-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260515T200624Z
LAST-MODIFIED:20260515T200629Z
UID:10011110-1781013600-1781017200@www.freelivecpe.com
SUMMARY:Law firm mergers: Leading practices for Day 1 readiness + value capture
DESCRIPTION:Webcast overview\n\n\n\nIs your law firm planning to acquire or merge to build a future-ready firm? Do you have concerns about disrupting the delicate balance of your partnership in pursuit of growth? Is your leadership team working to build an undeniable deal thesis that will win the partner vote and get you to ‘yes’? \n\n\n\nJoin our LegalWatch webcast for a discussion on executing law firm mergers successfully and navigating the unique aspects of bringing two firms together. \n\n\n\nAs part of this discussion\, we will cover: \n\n\n\n\nThe art of ‘getting to yes’: Building a convincing deal thesis and navigating the path to winning the critical partner vote\n\n\n\nAchieving Day 1 revenue synergies: Establishing operations to support immediate value capture\n\n\n\nDesigning a client-focused integration: Creating a program centered on the client and partner experience from Day 1\n\n\n\nAligning conflicts and new business intake: Managing compliance and operations across new jurisdictions\n\n\n\nBuilding the future-ready firm: Developing a unified technology\, data\, and AI strategy to drive sustainable\, long-term growth\n\n\n\n\nDon’t miss this insightful discussion! \n\n\n\nLearning Objectives: \n\n\n\nThis webcast will provide strategic guidance on executing successful law firm mergers\, with a focus on navigating the path from building a convincing deal thesis to achieving a client-focused\, tech-enabled integration. \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: This content is ideal for the C-suite and senior business services executives who are responsible for the operational management and strategic direction of law firms.Field(s) of Study: Taxes – 81Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \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 XGNVD9JYXZ2.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season\, please expect delays in CPE processing. \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/law-firm-mergers-leading-practices-for-day-1-readiness-value-capture/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260516T131157Z
LAST-MODIFIED:20260516T131203Z
UID:10011135-1781013600-1781017200@www.freelivecpe.com
SUMMARY:Closing the AI Governance Gap Before It’s Too Late
DESCRIPTION:About this Event:\n\n\n\nThe governance frameworks that got you here weren’t built for AI. \n\n\n\nTraditional governance was built for systems that do the same thing every time. AI doesn’t work that way. Today’s AI systems—including a growing number of agentic tools now entering finance\, audit\, and compliance workflows—operate at machine scale but with human unpredictability. They don’t process every transaction the same way. They produce probabilistic outputs\, not deterministic ones. And unlike the machines your current controls were built for\, they can be wrong in ways that are difficult to detect and costly to unwind. \n\n\n\nIn this webinar\, Workiva and KPMG will address what’s changed\, what’s at stake\, and what practitioners can do to ramp up AI governance right now. \n\n\n\nDrawing on KPMG’s Trusted AI framework\, COSO’s emerging GenAI guidance\, and Workiva’s practitioner research\, this session gives audit and risk professionals a clear\, practical path from AI adoption to AI accountability. \n\n\n\nYou’ll leave with a governance framework you can apply immediately—and the language to bring leadership with you. \n\n\n\nAfter this webinar\, you will be able to: \n\n\n\n\nIdentify the primary risks of ungoverned AI use—including shadow AI\, data leakage\, and hallucination liability\n\n\n\nExplain why AI governance is a business-wide imperative\, not solely a technology or compliance function\n\n\n\nDistinguish between the appropriate roles of AI and human judgment in a risk context\, including defining escalation triggers and maintaining the “human in the loop”\n\n\n\nEvaluate your organization’s AI governance maturity\, and identify priority actions to advance from current state toward assurance-ready governance\n\n\n\n\nWorkiva offers one complimentary CPE credit for this webinar.
URL:https://www.freelivecpe.com/event/closing-the-ai-governance-gap-before-its-too-late/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2025/08/Workiva-Logo-CPE-webinars.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260516T131403Z
LAST-MODIFIED:20260516T131408Z
UID:10011136-1781013600-1781017200@www.freelivecpe.com
SUMMARY:State tax audits & controversies: Strategic approaches for better outcomes
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters. \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle. \n\n\n\nLearning objectives:\n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.\n\n\n\nIdentify current trends in state tax audits.\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\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/state-tax-audits-controversies-strategic-approaches-for-better-outcomes/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260524T002936Z
LAST-MODIFIED:20260524T002941Z
UID:10011181-1781013600-1781017200@www.freelivecpe.com
SUMMARY:The Sandwich Firm Squeeze: Aligning Business Strategy\, Client Expectations\, and Workflow
DESCRIPTION:Description\n\n\n\nToday’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control\, team demands for automation and flexibility\, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team\, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.In this candid\, practitioner-led session\, CPA firm owner Karen Collom shares how modernizing her workflow with a connected\, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team\, improved client retention across the entire technology spectrum\, and transformed her practice into a high-value asset.Join us to explore the operational decisions that separate firms that thrive from those that grind\, and learn how to build a practice that works for everyone. \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.\n\n\n\nEvaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.\n\n\n\nApply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.\n\n\n\nRecognize the operational characteristics that increase firm valuation and attractiveness to buyers\, successors\, and strategic partners.\n\n\n\n\nWho Should Attend:Tax & accounting firm owners\, sole proprietors\, managing partners\, and practice leaders who are evaluating their current workflow\, technology stack\, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software. \n\n\n\nPrerequisites: NoneCourse Level: BasicCourse Length: 60 MinutesDelivery Method: Group – Live InternetField of Study: Business Management & Organization – Non-technicalCPE Credit: 1CE Credit: 0 \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.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/the-sandwich-firm-squeeze-aligning-business-strategy-client-expectations-and-workflow/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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DTSTART;TZID=America/New_York:20260609T140000
DTEND;TZID=America/New_York:20260609T150000
DTSTAMP:20260603T182508
CREATED:20260531T171949Z
LAST-MODIFIED:20260531T171953Z
UID:10011227-1781013600-1781017200@www.freelivecpe.com
SUMMARY:2026 Tax Break Summer Series
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters.   \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.  \n\n\n\nLearning objectives:      \n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.  \n\n\n\n\n\nIdentify current trends in state tax audits. \n\n\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nAnticipated CPE : 1 credit\, Tax \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/2026-tax-break-summer-series/2026-06-09/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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