Free Live CPE Calendar

Private Equity Perspective on Health Care Services Deals
2026-06-24 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
In this session, we’ll explore the general state of health care services deal making, what attracts private equity investment, and how sellers can better position themselves.

Identify recent health care services M&A trends

Recall leading practices in preparing for a transaction with private equity

Recognize common pitfalls

Who should attend

This session is designed for CEOs, CFOs, COOs, corporate development, accounting/finance managers, and controllers.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

CPE

Recommended CPE:1 credit, Specialized KnowledgePrerequisites: None Program level: Overview Advance preparation: None Delivery method: Group Internet Based

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com. Fill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE.

CPE

Recommended CPE: 1 credit, Specialized KnowledgePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Don't DIY Your Accounting AI: Exploring the Hidden Costs and Risks
2026-06-24 12:00 - 13:00
Everyone’s being told they can “just build it.” Wire up an LLM, automate a few recs over a weekend, and call it an AI strategy. And the early results are often encouraging. Until month-end hits.

By the second close cycle, cracks appear. By the fourth, the hidden costs of DIY AI frequently exceed the price of a purpose-built platform. Hallucinated numbers, missing audit trails, SOX exposure, and an unplanned $200K on tokens that wasn’t in the business case.

This session examines where DIY approaches fall short when applied to a real close. And, what “purpose-built” must mean for accounting teams operating at a standard that general-purpose AI was never designed to meet.

‍

What You’ll Learn

Before you commit to a build, every CFO and Controller should pressure-test true TCO, including maintenance, who audits the AI, and what happens during close crunch

Why DIY AI looks like the smart move — until you see where that logic breaks down in production

The hidden costs that only appear when you’re live: auditability gaps, maintenance treadmills, key-person dependency, and SOX exposure

The bar for accounting AI is non-negotiable — explainability, traceability, human-in-the-loop controls, and always tying back to source‍

Understanding the quantum threat: A KPMG & Microsoft executive discussion
2026-06-24 12:00 - 13:00
Webcast overview

As advances in quantum computing accelerate, organizations are facing a new category of risk: the potential for current cryptographic protections to become vulnerable. While practical timelines for large scale quantum impact are still evolving, leading enterprises are beginning to assess exposure and define response strategies today.This session brings together KPMG and Microsoft to provide a clear, executive level perspective on the fundamentals of the quantum threat — cutting through technical complexity to focus on what matters most for business and technology leaders.During this one-hour discussion, we will explore how organizations can begin to frame quantum risk in a practical, measured way — distinguishing near term considerations from longer term transformation and aligning security strategy to emerging industry standards.

Learning Objectives:

Discussion topics will include:

What the quantum threat is — and why it is becoming a business relevant issue now

How advances in quantum computing may impact today’s cryptographic environments

Key concepts in post quantum cryptography (PQC) and standardization efforts

Practical considerations for identifying exposure and beginning internal planning

How leading organizations are approaching quantum readiness without over rotating on hype or uncertain timelines

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Board directors, C-level executives,VPs and SVPsField(s) of Study: Management Services (Advisory Services) – 44The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code K9N6KM2HZ7D.

CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

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

Quarterly Bank Update: Banking trends and topics
2026-06-24 14:00 - 15:00
Webcast overview

In the TaxWatch we will explore the latest trends impacting the banking industry.

Learning Objectives:

TBD

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Banking Tax professionals – all titlesField(s) of Study: Taxes – 81

The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code ZYNGXP3NGFY.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

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

SQMS 1—What’s Next: Firm Viewpoints and Plans on Monitoring & Remediation
2026-06-24 14:00 - 15:00
This webinar will let you hear how firms are putting Monitoring & Remediation into motion under SQMS 1: what they’re monitoring, when they are monitoring, how they’re monitoring, and how they are reporting internally. You will also hear from global subject matter experts on how firms are evaluating findings and deficiencies. We’ll share practical examples of how firms are structuring, executing and managing their monitoring to support the annual evaluation.

Panelists will include subject matter experts and firms who will provide local and global perspective for firms from sole practitioners to larger firms. You will also get the opportunity to pose questions on what’s working and not working right now as they operationalize Monitoring & Remediation.

Learning Objectives:

Identify core components of an effective SQMS 1 Monitoring & Remediation program, including what to monitor, timing/cadence, roles/responsibilities, and internal reporting expectations

Differentiate firm approaches to designing risk-aligned monitoring plans, including selecting monitoring procedures and determining sampling strategies appropriate to firm size and engagement profile

Evaluate how firms assess monitoring results to determine when issues rise to the level of findings or deficiencies, including considerations for severity, pervasiveness, and root cause

Apply practical methods for documenting and managing remediation to closure, so monitoring outcomes support annual evaluation and internal governance

Who should attend: Designed for firms preparing to launch (or refine) their monitoring cycle, this session provides examples of firms approaches such as defining a monitoring plan aligned to quality risks, selecting procedures and samples, capturing results consistently, and building a remediation process that proves closure.

Be a career chameleon: The art of adapting your way to the top
2026-06-24 14:00 - 15:00
Description:

The traditional career ladder is a thing of the past. Today’s dynamic business environment rewards people who are willing to be adaptable, especially those willing to move across functions, rather than just “up” the rungs. In this session, Marie Walsh, Head of Internal Audit & Risk at Spotify, shares how auditors should become “career chameleons”: professionals who leverage their unique opportunity in audit to drive a career across industries, roles, and functions.

Drawing on 20+ years across public accounting, financial services, big tech, and media, Marie will challenge the myth of the linear path and offer practical habits for building a more resilient and fulfilling career. Whether you are early in your audit career or a seasoned leader, this session offers a practical roadmap for building a resilient, fulfilling, and non-obvious career.

Learning objectives:

Compare the traditional linear career ladder with a different approach, intentionally building breadth across industries, audit topics/types, and functions.

Evaluate which of the four career chameleon habits to prioritize based on their current career stage and goals.

Assess current career trajectory and select at least two actions from the career chameleon action plan to implement.

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

Field of study: Professional Development

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

The power of nearshore outsourcing for the midmarket
2026-06-24 14:00 - 15:00
Event description

As rising economic uncertainty pushes 87% of organizations to prioritize cost reduction, more than 40% of midmarket companies are turning to Latin America to scale smarter, modernize operations, and build more resilient operating models. With highly skilled talent, time zone alignment, cultural compatibility, and strong digital capabilities, the region is helping midmarket organizations achieve enterprise-level sophistication and agility – without the complexity of traditional offshoring models.

Join Auxis and Grant Thornton for an executive discussion on how midmarket leaders are using nearshoring to transform Finance, Accounting, HR, IT, customer support, and other back-office functions. We’ll explore why Latin America has emerged as a strategic complement to Asia-based operations – improving service levels, accelerating AI and automation, and supporting more complex, high-touch operations.

Attendees will leave with actionable insights into the Latin America shared services and outsourcing landscape and the nearshoring strategies helping the midmarket unlock long-term value.

Webcast details

Date and time

Wednesday, June 24, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify why nearshoring adoption is expanding from large enterprises to the midmarket.

Differentiate top Latin American destinations — including Colombia, Costa Rica, Mexico, and others — along with the advantages and trade-offs of each.

Define the pros and cons of building a captive nearshore operation versus outsourcing.

Describe expected cost savings and business benefits associated with nearshore delivery.

Explain how companies are self-funding automation and AI initiatives through nearshore labor savings.

Recognize functions and processes best suited for nearshore delivery, including Finance & Accounting, HR, IT Operations, Automation & AI, and Customer Support.

Apply lessons learned and best practices for building and scaling a successful nearshoring program.

Build Your Retirement Advisory Through Trust and Service
2026-06-24 14:00 - 15:00
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement planning, focusing on Secure Act 2.0 and state retirement mandates. Explore how these changes can be leveraged to enhance your clients’ trust and loyalty, strengthen your advisory, and position your firm as a leader in retirement solutions.

Learning Objectives:

Describe the key steps for incorporating retirement planning services into an existing firm’s practice offerings.

Determine how to review and compare various retirement solution options.

Identify recent regulatory changes and explain how each expands retirement planning options for clients.

BEAD Compliance Essentials: Audit Requirements After Award
2026-06-24 15:00 - 16:00
Receiving Broadband Equity, Access, and Deployment (BEAD) funding brings new compliance audit responsibilities that telecommunications (telecom) providers should understand early to help avoid compliance issues and unexpected costs. This webinar will provide a practical overview of the compliance audit requirements triggered by BEAD awards, including how federal and state audit expectations may apply based on funding structure and expenditures. Participants will gain clarity on common audit types, key thresholds, and how to prepare proactively to help meet audit requirements with confidence.

Learning Objectives

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

Determine if an entity needs a compliance audit based on expenditure thresholds.

Identify common types of audits.

Describe practical steps to help prepare for audits and reduce the risk of findings.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Q2 2026 Quarterly Technical Update
2026-06-25 07:00 - 08:00, 2026-06-25 12:00 - 13:00, 2026-06-30 12:00 - 13:00
The Quarterly Technical Update Webcast Series continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today’s hot topics and developments.

Specifically, the program will discuss developments that occurred during the third quarter of 2026 with respect to various topics in accounting and financial reporting.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Recognize recently released, project and proposal stage accounting and financial reporting guidance developed by the FASB, EITF and PCC.

Describe timely SEC guidance, topics and resources and their general impact on accounting and financial reporting.

Describe project and proposal stage literature that may have a broad impact on financial reporting.

Describe evolving corporate governance activities including those of the PCAOB, CAQ and other organization’s topics and releases.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this sessionttend this session

Information about CPE Eligibility

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

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

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

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

Lessons from the 2026 Proxy Season
2026-06-25 11:00 - 12:00
Webcast overview

Join us for the next KPMG Board Leadership Center quarterly webcast as we discuss trends from the 2026 proxy season.Topics to be discussed include:

A look at proxy voting trends and outcomes

Activist investors and shareholder engagement

The board’s story and corporate disclosure

Learning Objectives:After completing this course, you will be able to:

Identify trends from the 2026 proxy season

Discuss how you can prepare for next year during the proxy “off season”

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Board Directors, Chief Executive OfficersField(s) of Study: Business Management and Organization – 42

The final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code HXNJRJJZTPN.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

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

SEC mid-year update 2026
2026-06-25 13:00 - 14:00, 2026-06-26 11:30 - 12:30
Webcast overview

KPMG professionals chart key SEC updates and strategic shifts in areas of focus. As regulatory tides grow stronger and more complex, staying on course matters more than ever. In this webcast, KPMG professionals break down recent SEC activity and what it signals for key focus areas shaping the remainder of the year.Learning Objectives:

Upon completion of this webcast, participants will be able to describe the recent activity of the SEC and areas of focus for the remainder of the year around: charting a new course in the SEC’s rulemaking activities, navigating the shifting currents of the SEC’s areas of focus, plotting a path for the remainder of 2026.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credits.NASBA Delivery Method: Group Internet-BasedTarget Audience:Audit executives, Board directors, C-level executives, Former partners, General alumni, Other Board Member(s),Retired partners, VPs and SVPsField(s) of Study: Accounting – 21Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code LKNVCNDDY76.CPE Certificate: CPE processing may take two to four weeks after the webcast. Once available, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions, please contact Client CPE Mailbox.

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

IRS Mandatory ACA Reviews: Hospital Readiness
2026-06-25 13:00 - 14:00
Join Forvis Mazars for a practical, in-depth guide to the IRS’ mandatory review requirement under Section 9007(c) of the Affordable Care Act (ACA). This webinar will provide an overview of ACA §9007, including §501(r); the community benefit standard; publicly available IRS procedures governing hospital exemption compliance reviews, including key provisions of the Internal Revenue Manual (IRM) 4.70.1; and documentation and reporting practices hospitals can use to help strengthen compliance readiness and reduce compliance risk. This session will also include real-world examples.

Learning Objectives

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

Recall the legislative history, statutory purpose, and scope of ACA §9007.

Describe the community benefit standard.

Explain the publicly available IRS procedures governing community benefit activity compliance reviews, including the process outlined in IRM 4.70.1.

Identify compliance, documentation, and community-benefit reporting strategies that tax-exempt hospitals can implement to help strengthen readiness, reduce compliance risk, and support accurate reporting.

Recognize common challenges in Schedule H reporting and §501(r) compliance.

Identify §501(r) related opportunities for your organization.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

BDO Talks Tariffs: DOJ Investigations, Latest Direction, and FCA Overlay
2026-06-25 13:00 - 14:00
Tariff enforcement and Department of Justice scrutiny continue to evolve quickly, creating growing regulatory and trade compliance risk for companies involved in importing, sourcing, and international trade. This webcast will examine the latest developments in tariffs, where the DOJ is focusing its investigations, and how the False Claims Act can be used when businesses are alleged to have knowingly evaded duties or made false statements tied to related to classification, origin, valuation, antidumping/countervailing duties, special trade programs, or free trade agreements.After this session, participants should be able to:

Understand current tariff enforcement trends and why they matter now

Identify where DOJ is concentrating investigative attention in trade-related matters

Recognize how tariff and customs issues can escalate into FCA exposure

Spot common risk areas involving origin, valuation, classification, and evasion allegations

Learn practical steps to strengthen compliance, documentation, and internal controls

Assess how trade compliance risks may affect importers, suppliers, manufacturers, and other companies with global operations

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this sessionttend this session

Information about CPE Eligibility

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

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

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

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

AI in SOX: Risks, Controls, and Governance
2026-06-25 13:00 - 14:00
Event details

AI is becoming more prevalent in financial reporting and compliance processes. In this webinar, Crowe specialists will examine how AI is being integrated into Sarbanes-Oxley Act (SOX) environments, including financial reporting, IT general controls (ITGCs), and business process controls.

Our specialists will explore implications for internal control over financial reporting (ICFR), governance expectations, and evolving regulatory considerations. They’ll also highlight key differences between traditional IT risks and AI-specific risks along with practical use cases.

Key topics

AI use in financial reporting and SOX processes

Impacts on ICFR

AI governance considerations and guardrails

Regulatory developments and oversight expectations

AI-specific risks, including model bias, data integrity, and model drift

Example use case in a SOX context

Learning objectives

After attending this webinar, you should be able to:

Identify how AI is integrated into financial reporting, ITGCs, and business process controls

Evaluate the impact of AI adoption on ICFR

Explain governance considerations for AI in financial reporting processes

Distinguish traditional IT risks from AI-specific risks, including model bias, data integrity, explainability, and model drift

Summarize emerging regulatory expectations related to AI oversight

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

This session is recommended for 1.0 hour of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee.

Additional CPE information

From concept to capability: A practical roadmap to building internal audit
2026-06-25 14:00 - 15:00
Event overview

Launching internal audit takes more than putting a charter in place. It requires a defined path forward, consistent execution and alignment with key stakeholders. Join RSM for this live webinar as we walk through the key phases involved in building an internal audit function and share actionable guidance to help you move ahead with clarity.

During the session, we will discuss what is driving organizations to establish internal audit today, how to build an audit methodology and lifecycle, and how to develop a risk-based audit plan in early-stage environments. We’ll also cover how to structure the function, including governance, talent model and reporting lines, and how to build credibility while avoiding common early missteps.—reserve your spot today!

The AI workforce: Unlocking potential of finance talent in the AI era
2026-06-25 14:00 - 15:00
Key takeaways

As artificial intelligence (AI) adoption transforms the finance model, chief financial officers need to demonstrate return on investment. But AI’s value does not scale at the speed of technology; it scales at the speed of people. How canfinance leaders evolve their workforce strategy for the AI era? We’ll discuss:

Strategies to build the capabilities required for the future workforce

How AI and workforce transformation are converging to require new skills and organizational change

How an AI-powered finance workforce can add value across the enterprise

2026 Tax Break Summer Series
2026-06-25 14:00 - 15:00
State and local tax audits are becoming more frequent, aggressive, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties, navigating a state tax audit can feel overwhelming. During this session, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness, what to expect during the audit cycle, and working through disputes. Throughout the session, we’ll answer the questions we hear most often from clients facing state tax controversy matters.

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

Learning objectives:

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

Identify current trends in state tax audits.

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

Anticipated CPE : 1 credit, Tax

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.

One Big Beautiful Bill Act: Key Provisions and Planning Strategies for Tax Year 2026
2026-06-25 14:00 - 15:00
Description

This webinar provides professional accountants with an essential guide to the key provisions of the One Big Beautiful Bill Act (OBBBA) taking effect in tax year 2026, along with clarifications on changes that began in tax year 2025. Attendees will leave with actionable strategic planning tips to help clients navigate OBBBA compliance with confidence.

By attending this webinar, you will be able to:

Identify the critical provisions of the One Big Beautiful Bill Act scheduled to take effect in tax year 2026

Distinguish between changes effective in tax year 2025 versus tax year 2026 to ensure accurate client guidance

Apply strategic tax planning techniques to help clients achieve compliance under the OBBBA

Recognize the planning opportunities and risk areas created by the new legislative framework

Communicate key OBBBA changes to clients in a clear and actionable way

Who Should Attend:CPAs, Enrolled Agents, and tax professionals advising individual or business clients on federal tax compliance and planning for tax year 2026.Prerequisites: Basic understanding of federal tax law and prior-year individual or business return preparation

Advanced Preparation: None

Delivery Method: Group Internet Based

Field of Study: Taxes – Technical

Course Length: 60 Minutes

Course Level: IntermediateCPE: 1

CE: 1

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

Quarterly financial reporting update - June 2026
2026-06-25 14:00 - 15:00
Event description

Join Grant Thornton’s Audit Quality and Risk for our quarterly webcast series that will bring you up to date on what you need to know for financial reporting in the second quarter of 2026. Topics will include updates on recent standard-setting activities, and accounting and reporting hot topics, including emerging practice issues.

Webcast details

Date and time

Thursday, June 25, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Describe the latest guidance from the SEC, FASB and PCAOB

Evaluate implementation of new accounting standards

Analyze various practice issues to demonstrate application of significant guidance

2026 Corporate Accounting & Finance Talent Study Results - Roundtable Panel
2026-06-25 14:00 - 15:00
Join the Controllers Council to be the first to learn the results of the 2026 Corporate Accounting & Finance Talent Study. Panelists to be announced (TBA). Call for panelists. Moderated by Neil Brown, Executive Director @ Controllers Council.

Learning objectives:

Learn how CFOs and Controllers are dealing with talent challenges including retention and recruitment

Understand the most challenging functional skills to recruit and strategies for overcoming

Uncover trends in onsite/remote/hybrid work environment, outsourcing, and compensation

How to develop an effective strategy for attracting and retaining accounting and finance talent

**CPE Eligible**

Field of Study: Specialized Knowledge

Level: Basic

Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Recommended CPE Credit(s): 1

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

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

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

Multi-state apportionment & revenue sourcing updates and strategies
2026-06-25 14:00 - 15:00
The Details

As businesses expand and deliver products and services across state lines, understanding multi-state apportionment and revenue sourcing rules is critical for reducing and mitigating multi-state tax compliance risk, while managing the company’s effective state tax rate. Additionally, differences in apportionment formulas, revenue sourcing rules, and classifications of particular revenue streams can significantly impact multi-state gross receipts, franchise, and net income tax liabilities. Join members of CohnReznick’s State and Local Tax Team for a practical overview of multi-state apportionment fundamentals and updates, including administrative and case law developments on how market sourcing, cost of performance and income-producing activities methodologies have been applied by taxpayers and state taxing authorities. We’ll also explore alternative apportionment methods, specialized apportionment formulas for certain industries, and how to practically apply market sourcing rules for optimal results.

After participating in this webinar, participants will be able to:

Identify the core principles of multi-state income tax apportionment and how they apply across jurisdictions

Distinguish between market sourcing, cost of performance and income-producing-activities sourcing methods and their multi-state tax implications

Identify opportunities for applying specialized industry formulas or alternative apportionment methods

Recognize when look-through versus non-look-through situations apply in the context of market sourcing rules applied to services where a third party may receive the benefit of the service

Live event participants can earn up to 1 CPE credit in the Taxes field of study.

Mid-year update: What audit committees should be watching for
2026-06-25 15:00 - 16:00
Join the EY Center for Board Matters on Thursday, 25 June 2026, at 3:00 p.m. (ET) for our next, Better Questions for Boards webcast, which will focus on timely insights and questions for audit committees and boards to consider as they engage with management.

As the second quarter closes, audit committees and management face policy shifts, ongoing geopolitical volatility and pressure to reassess priorities and oversight focus. This webcast will address evolving audit committee priorities and topics such as:

Top geostrategic developments: Learn how shifting geopolitical and geostrategic developments are shaping the operating environment, how companies are responding to continued uncertainty, and effective practices for overseeing geopolitical risks, including risk scenario planning, third-party exposure, and other key considerations.

Mid-year global macroeconomic outlook: Find out what to expect at a global macroeconomic level, including interest rate expectations, labor market dynamics, and evolving trade and tariff policies. Hear what these variables could mean for businesses broadly and what audit committees and boards may want to monitor.

SEC mid-year update: Get up to date on current and emerging financial reporting and regulatory developments, including SEC and PCAOB matters and other important reminders and considerations for audit committees heading into the second half of the year.

This 60-minute, CPE-eligible webcast will be co-moderated by Patrick Niemann, Partner, Ernst & Young LLP, and Jennifer Lee, Managing Director, Ernst & Young LLP. Panelists will include:

Quentin Roach, SVP and Chief Procurement Officer, The Estée Lauder Companies Inc. and Board director, US Foods

Lauren Alexander, Partner, National Professional Practice, Ernst & Young LLP

Karen Dynan, Nonresident Senior Fellow, Peterson Institute for International Economics

Courtney Rickert McCaffrey, EY Global Geostrategic Business Group Insights Leader

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

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

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

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

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

Plante Moran International Inbound Webinar Series
2026-06-30 10:00 - 11:00
Entering the U.S. market can be challenging, especially during periods of economic, regulatory, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively, establish operations smoothly, and navigate the U.S. business environment with confidence. During this webinar, attendees will hear from specialists across our state and local tax and international tax practices, our global mobility tax practice, and our commercial real estate advisors practice, offering a wide range of perspectives for international businesses.  Learning objectives:

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

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

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

Understand the resources needed to effectively manage your global workforce.

Anticipated CPE : 1 credit, Tax

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

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

Understand relevant costing and margin intelligence considerations.

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

Discover best practices to ensure your operations are running smoothly.

Understand regulatory requirements to help you stay in compliance.

Anticipated CPE : 1 credit, Production – Non-technical

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

Learning objectives:

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

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

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

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

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

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.

How to Avoid the Biggest Pitfalls When Selecting a New ERP
2026-06-30 10:00 - 11:00
Webinar Details

Choosing a new ERP system is a critical decision that can impact your operations, reporting, scalability, and long-term growth. In this webinar, we will cover the most common mistakes organizations make during ERP selection and how to avoid them.

Date:

Tuesday, June 30, 2026

Time:

10:00 AM – 11:00 AM EST

By the end of the webinar, attendees will be able to:

Have a basic understanding of common tools used to ensure demos benefit the decision-making process

Develop a perspective on when and how to engage stakeholders in the process

Understand and avoid shinny object syndrome

Gain insight into the importance of deliberate Change Management

Recommended CPE Credit: 1

Recommended Field of Study: Computer Software & Applications

Prerequisites: None

Program Knowledge Level: Basic

Advanced Preparation: None

Participants can cancel without penalty, as the course has no fee. For more information regarding refunds, complaints, and/or program cancellation policies, please contact our offices at 586-300-4256.

Avalara Tax Changes 2026 Midyear Update: Navigating the new tax landscape and emerging trends
2026-06-30 11:00 - 12:00
As states face budget pressures and global trade uncertainty continues, businesses are navigating a wave of new tax policies impacting sales tax, digital services, AI, tariffs, marketplace transactions, and cross-border commerce.

Join a panel of tax experts from Ryan and Avalara for a midyear look at the most significant 2026 tax developments and what they mean for your business.

Specifically, you’ll learn about:

How sales tax bases are expanding

The growth of digital advertising and social media taxes

The evolving rules of online sellers and marketplaces

Emerging trends such as AI taxability

How operational tax rules are changing

How tariffs and de minimis changes are reshaping global trade

Live attendees are eligible to earn 1 CPE credit. Can’t attend live? Register to get the on-demand recording.

2026 NASCIO-Deloitte cybersecurity study
2026-06-30 12:00 - 13:00
Key takeaways

As cyberthreats grow, state chief information security officers (CISOs) face falling confidence and local readiness gaps. Meanwhile, artificial intelligence (AI) expands the scope of cyber leadership amid tightening budget pressures. We’ll discuss:

Resource crunch: Navigating worsening funding and talent shortages.

Evolving threats and AI: Sophisticated attacks challenge CISOs; AI serves as both defense and threat.

Future readiness: Adopting new tools and regulatory frameworks.

Whole-of-state support: Expanding security aid to local governments and public education.

Expanding CISO role: Taking on new Generative AI and data protection duties.
