Navigating Equity Compensation in M&A: Accounting and Operational Impacts
2026-06-23 15:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
This webcast provides an overview of accounting considerations for equity awards in business combinations, with a focus on pre- and post-acquisition expense recognition and related financial reporting impacts. The session highlights common challenges observed in practice, including data requirements, system limitations, and reconciliation considerations.

Participants will also review the impact of these considerations on financial and tax reporting, as well as the importance of coordination between accounting and stock administration functions. The session is designed to provide practical insight into common issues and considerations without prescribing specific solutions, with an emphasis on real-world application and cross-functional alignment.

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

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

Tax accounting quarterly update - June 2026
2026-06-23 14:00 - 15:30
Event description

Join us for an insightful webcast focused on recent tax developments that may affect your financial statements — including updates on both income and non-income tax accounting. We’ll dive into the financial reporting implications of these changes, helping you stay ahead of evolving standards and practices.

This webcast is a continuation of our Quarterly Webcast Series, presented by Grant Thornton Advisors LLC’s Tax Reporting & Advisory Services practice.

Webcast details

Date and time

Tuesday, June 23, 20262:00 PM ET – 3:30 PM ET

Recommended CPE credits

1.5

Learning objectives

Identify updates in federal tax matters

Recognize significant state tax developments

Describe significant international tax developments

Apply relevant FASB, SEC and other accounting updates

QuickBooks Online: High Efficiency Tips and Tricks
2026-06-23 14:00 - 15:00
Learn QuickBooks Online practical tips, shortcuts, and workflow improvements that can save time during everyday bookkeeping, cleanup, transaction entry, and reporting work. Ideal for Controllers and their staff.

QuickBooks guru Hector Garcia will share high-efficiency navigation habits, keyboard shortcuts, banking and downloaded transaction tricks, manual data entry techniques, copy/paste workflows inside transactions, and reporting tips including:

How to manage complex sales tax management with QuickBooks and Avalara

Google Chrome browser settings, tabs, bookmarks and extensions

Testing and training in QuickBooks sandbox vs. sample file

Reporting tips that help users get to information faster

Adding Apps

**CPE Eligible**

Field of Study: Finance

Level: Basic

Prerequisite: None

Advance Preparation: None required

Delivery Method: Group Internet-Based

Recommended CPE Credit(s): 1

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

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

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

Changes to Income Statements Are Coming: Get Ready for IFRS 18 and ASU 2024-03
2026-06-23 14:00 - 15:00
About this Event:

Time is starting to run out for multinational companies’ financial reporting teams to get all of their entities ready for major changes in accounting standards.

IFRS 18 Presentation and Disclosure in Financial Statements and ASU 2024-03 Disaggregation of Income Expenses (DISE) both take effect for annual reporting periods starting January 1 2027, but preparation should be well under way now to update systems, collect comparative 2026 performance and ensure you have correctly mapped data to create your new income statements and related disclosures.

Manually updating traditional spreadsheets or enlisting the major AI chatbots may not be enough to provide auditable, assurance-ready processes. Chelsea Hall, Simoné Loubser, and Andromeda Wood of Workiva will talk through how to upgrade the process with technology.

After this webinar, you will be able to:

Describe how to integrate technology into key stages of your implementation plan for IFRS 18 and ASU 2024-03, so you can efficiently update financial statements and map financial data across hundreds of entities

Recall examples of peers’ disclosures

Describe for your chief financial officer and audit committee why a technology upgrade may be necessary to simplify multi-entity financial reporting, non-financial reporting, and controls going forward

Complimentary CPE credit is available.

From Market Signals to Financial Impact: Modernizing ASC 360 Impairment
2026-06-23 13:00 - 14:00
​Join CoStar and RSM for a joint webinar on strengthening your ASC 360 lease impairment process. Discover how RSM and CoStar help organizations modernize ASC 360 impairment by aligning market trends with lease data – resulting in more accurate, defensible, and audit-ready financial outcomes.

Learning Objectives:

Identify impairment triggers with confidence by leveraging both market indicators and lease-specific events

Apply a structure ASC 360 framework to perform recoverability testing and model realistic, supportable cash flow assumptions

Develop defensible, audit-ready conclusions by integrating market data with lease accounting insights to support fair value measurement and disclosures.

This webinar is eligible for 1 CPE credit.

Recent trends in the research credit
2026-06-23 13:00 - 14:00
Research credit claims continue to be the subject of frequent litigation and administrative attention. Federal court decisions emphasize the importance of documentation supporting the performance of qualifying activities and time spent by individuals on such qualifying activities. The result of these decisions is reflected in examination trends and administrative action by the IRS and state tax authorities. On this webcast, we will review recent research credit-related court decisions and pending cases and discuss how these decisions are influencing tax administration (IRS and state examinations).

This webcast is relevant to taxpayers with research credit claims, taxpayers under examination, and taxpayers contemplating research credit claims in the future. Understanding the current judicial decisions and government litigation positions will help taxpayers anticipate what will be required to sustain their research credits.

Topics to be discussed include:

Recent research credit court decisions

How the research credit litigation environment is influencing federal and state examinations

Learning objectives

Describe the current judicial environment for research credit claims; describe the influence this environment has on tax administration for research credit claims.

Panelists

Eileen Bayon, Senior Manager, National Tax Department, Ernst & Young LLP

Nicole Gresalfi, Senior Manager, National Tax Department, Ernst & Young LLP

Cate Stewart, Senior Manager, National Tax Department, Ernst & Young LLP

Moderator

Alexa Claybon, Principal, National Tax Department, Ernst & Young LLP

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

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.

Lease Modifications, Terminations, and Reassessments under ASC 842
2026-06-23 13:00 - 14:00
Learning Objectives

Understand the importance and advantage of ongoing lease and policy reviews.

Summarize the steps, calculations, and journal entries to record various lease changes and transactions.

Learn how to timely recognize lease portfolio changes and rectify mistakes.

2026 Mid-year tax update: Where are we now?
2026-06-23 13:00 - 14:00
CPE/CE credit: 1 hour

While you were taking tax season head on and recovering from it, guess what happened? Over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down. What did you miss? More than you might think. We’ve knocked it down for you. Give us one hour. We’ll get you caught up.

This built-from-scratch course delivers up-to-the-day changes in federal tax law. The course, delivered at a brisk pace and with humor, is designed to meet the needs of the tax planner and return preparer by identifying and responsibly exploring recent important tax developments.

Learning objectives:

Identify relevant new tax developments

Identify tax planning opportunities created and freed up by late breaking tax developments

Identify new IRS tactics against taxpayers

Identify currently relevant risks and opportunities facing taxpayers and tax preparers

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

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

Quarterly Legislative Update
2026-06-23 13:00 - 14:00
Event Overview

Staying up to date on areas affecting your situation can allow you to better plan for changes that may be coming. Join us for our quarterly update covering recent developments in proposed and enacted tax legislation. Our National Tax Office Team will update you on the latest from Capitol Hill, with a focus on how changes may affect you and your organization.

Learning Objectives

Examine the tax legislative landscape, including recent legislation.

Theorize pending regulations and IRS guidance.

Demonstrate how these changes could impact businesses and individuals.

Identify possible action steps and planning opportunities.

Presenter

Alex Parker, Tax Legislative Affairs Director

Alex provides on-the-ground coverage and analysis of tax developments in our nation’s capital, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere, including new projects at the United Nations, the G-20, and the Organization for Economic Cooperation and Development.

CPE Information

CPE Credits: 1

Field of Study: Taxes

Level of Knowledge: Overview

Delivery Method: Group-Internet Based

Additional Information

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

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

Managing Controversy: The Tax Director’s View
2026-06-23 12:00 - 13:00
Webcast overview

This TaxWatch webcast addresses the increasing number of tax controversies multinationals are facing around the world and how tax departments are addressing this challenge.Learning Objectives:

Attendees of this webcast will be be better aware of the increasing number of tax controversies multinationals are facing around the world and apply the knowledge gained from this event to their role as tax leaders.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: This webcast will be of significant interest to tax leaders with a focus on international transfer pricing tax decisions.Field(s) of Study: Taxes – 81The 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 N5NSX437RC4.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

What's New in ProConnect Tax - Summer 2026
2026-06-23 12:00 - 13:00
Description

What’s new in ProConnect Tax – Summer 2026

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.

Group Exemptions: An Update & Conversation About Impact
2026-06-23 12:00 - 13:00
Group exemptions have long played a critical role in how nonprofit organizations operate under a shared tax-exempt structure, but recent regulatory updates are reshaping that landscape.

In this webinar, we’ll provide an overview of group exemption requirements and break down the key changes introduced in Revenue Procedure 2026-8, released in January 2026. Through a panel discussion with Q&A, our speakers will explore historical practices, examine how the new guidance impacts nonprofit organizations currently maintaining group exemptions, and discuss important considerations for the future.

Learning Objectives

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

Explain the nature of group exemptions.

Discuss key regulatory changes introduced in 2026.

Evaluate the potential impact of these changes on your organization moving forward.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Taxes 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 Private Company Roundtable Hosted – AI Driven Finance Transformation
2026-06-23 11:30 - 13:00
​Artificial intelligence (AI) and automation continue to reshape the finance function, but many private companies are still determining where these technologies can deliver measurable value and how to implement them effectively within existing operations.

This 90-minute private company roundtable is designed for CFOs, controllers, chief accounting officers, and other senior-level financial leaders seeking practical insights into AI and automation across the finance organization. The session will begin with a panel discussion featuring Forvis Mazars professionals sharing perspectives on emerging trends, implementation considerations, governance challenges, and real-world applications for finance teams.

Following the discussion, participants will engage in moderated peer roundtable conversations focused on identifying, evaluating, and exchanging practical use cases for AI and automation. Topics may include financial reporting, forecasting, workflow automation, operational efficiency, internal controls, and risk management.

Attendees can expect a highly interactive session centered on peer learning, candid discussion, and actionable takeaways to help finance organizations prioritize opportunities, evaluate potential risks and returns, and better understand how peers are approaching AI adoption.

Learning Objectives:

Discover how finance teams at private companies are using AI and automation – what’s working and what isn’t’

Hear real examples of where organizations like yours are finding value and running into obstacles

Connect and share ideas with finance leaders from similarly sized companies

Leave with a summary of key themes and takeaways from the group discussion

This webinar is eligible for 1.5 CPE credit.

Q2 2026 Quarterly accounting webcast
2026-06-23 11:00 - 12:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2026.

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

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

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

Consumer sector enterprise business planning in volatile markets
2026-06-23 11:00 - 12:00
Consumer and retail companies today are contending with persistent disruption, changing demographics and shifting consumer demands. Decision cycles are faster, and technology is accelerating. In this environment, traditional business planning approaches, siloed by function and unsynchronized, are inadequate.

In this webcast, EY‑Parthenon leaders will explore how leading consumer organizations can reshape enterprise business planning (EBP) as a system that connects strategy, finance and supply chain functions to improve the speed of decision-making and quality of outcomes. The moderated panel discussion will examine why planning is under pressure today, what “good” looks like, how leading companies are using integrated planning, and how EBP can be leveraged in an AI‑enabled environment.

The discussion will also identify real‑world lessons and common pitfalls for executives navigating planning transformation.

Key themes we’ll explore:

How volatility, shifting consumer behavior and decision speed are exposing the limits of traditional planning models

How leading consumer and retail companies are organizing planning around enterprise decisions rather than functional silos

Lessons learned from real‑world planning transformations across strategy, finance and operations

The evolving role of AI in applying predictive analytics for better decision-making

Learning outcomes

Examine why companies are struggling to align plans across functions in today’s operating environment

Recognize the core elements of effective EBP and how they enable better decisions

Describe how AI is reshaping planning cadence, scenario analysis and leadership dialogue

Identify practical considerations and common challenges when integrating planning across functions

Panelists:

Jessica Shaw, Principal, EY-Parthenon, Ernst & Young LLP

Ken Olsen, Managing Director, EY-Parthenon, Ernst & Young LLP

Tyler Brewster, Managing Director, EY-Parthenon, Ernst & Young LLP

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.

Q2 2026 Quarterly Close
2026-06-22 14:00 - 15:30
Event details

When you’re managing the day to day, it can be hard to keep up with all the regulatory news and emerging accounting trends. Our team of accounting advisory specialists is here to help with our quarterly webinar series.

In this webinar, we’ll cover the most recent updates and decisions from the Financial Accounting Standards Board and the Securities and Exchange Commission. And we’ll discuss what that news might mean for your business. Plus, we’ll feature an economic update from ITR Economics, a subsidiary of Crowe, so you can get a look into potential market conditions in the second half of 2026. With ITR Economics’ 70-plus years of experience and 94.7% forecast accuracy rate* at one year out, Crowe and ITR Economics combine deep consulting expertise with proven economic forecasts to help your business make confident, future-focused decisions in the face of shifting markets.

As a result of participating in this event, you should be able to:

Describe recent regulatory news and updates

Apply any relevant recent accounting developments to your financial reporting and business decisions

Identify how current economic events and future trends might affect your business

* The accuracy rating is calculated by comparing our Jan. 1 estimate in a given year to actuals four quarters out of the same year. Visit the ITR Economics website for more information on these calculations.

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Accounting

This session is eligible for 1.5 hours 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

Uniform Guidance (UG) Audit Update for Health
2026-06-22 12:00 - 13:00
Compliance audits are becoming more demanding for all federal award recipients, including Health organizations, increasing pressure on finance and compliance leaders to manage risk and workload. The compliance audit section of the AICPA GAS/Compliance Audit Guide has been fully rewritten for the first time in nearly 20 years, introducing material changes that impact health organizations undergoing government and compliance audits.

These updates will require deeper analysis, expanded documentation, and greater management involvement when findings arise. With upcoming audit cycles approaching, this timely webcast will help Health finance leaders understand what’s changed and how to respond effectively to protect audit outcomes and improve readiness.

Discussion topics will include:

Exploring how the revised Audit Guide reshapes compliance audit expectations for recipients of Department of Health and Human Services and other agency funding.

Understand why audit requests and management analysis may increase when findings arise.

Learn how proactive responses can help avoid potential audit opinion impacts.

Hear practical actions organizations can take now to prepare for upcoming audits.

Get brief insight into emerging compliance considerations for the Rural Health Transformation Program.

Panelists

Adam Carr, Senior Manager, Audit, Ernst & Young LLPup, Washington, DC: Lynn Fairfax

Joan Palermo, EY Americas Health Leader – Audit Services

Jeremy L Robinson, Managing Director, Americas Professional Practice – Audit, Ernst & Young LLP

Miko Ma, Senior Manager, Audit, Ernst & Young LLP

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.

Pittsburgh: Q2 SEC Pro Chapter Meeting
2026-06-18 15:00 - 17:00
Description

The Q2 Virtual CPE Session will be featuring two SEC Pro presentations focused on the evolving reporting landscape and practical AI adoption strategies.

Topics include the convergence of financial and nonfinancial reporting, the future of controllership and ESG-related responsibilities, and how organizations can leverage AI and automation across finance, audit, sustainability, and cross-functional teams. Attendees will gain practical insights into emerging reporting demands, organizational readiness, and actionable approaches for implementing AI responsibly and effectively.

Contact Information

Frank Ily

724-309-8560

frank.ily@rgp.com

Why your finance data isn’t AI-ready and what to fix
2026-06-18 15:00 - 16:00
Event description

AI is driving faster insights and more automated finance operations, but many organizations lack the data foundation to support it. Disconnected systems, fragmented reporting, and complex integrations continue to create barriers, limiting AI’s effectiveness. As adoption accelerates, finance leaders must address these foundational gaps.

Join leaders from Grant Thornton’s Oracle Practice for a CPE-eligible webcast exploring how finance organizations can overcome today’s biggest data and reporting hurdles to become truly AI-ready. Learn how modern finance architecture can simplify processes, improve visibility, and better align ERP, EPM, and analytics environments. We’ll also introduce Grant Thornton’s Connected Ledger approach, powered by Oracle, designed to unify financial and operational data while enhancing reporting, reconciliation, and control.

Webcast details

Date and time

Thursday, June 18, 20263:00 PM ET – 4:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify the common finance data and architecture challenges that limit AI readiness across ERP, EPM, and reporting environments.

Define how disconnected operational and financial data impacts reporting accuracy, reconciliations, and finance decision-making.

Explain how a connected finance architecture powered by Oracle Fusion can support AI initiatives, automation, and enhanced controls.

Evaluate strategies for simplifying finance data ecosystems while reducing dependence on bespoke integrations and reporting processes.

Recognize the foundational data, governance, and reporting considerations finance leaders should prioritize to enable scalable AI adoption.

The future of audit with Optro and Midship: Move fast and control things
2026-06-18 14:00 - 15:00
Description:

Manual testing is failing to keep pace with the rapid growth of business data. This session explores how our recent acquisition of Midship addresses this gap through autonomous testing. We will discuss how agentic AI handles the heavy lifting of paperwork preparation and attribute testing for unstructured evidence.

Featuring Kieran Taylor, CEO of Midship, we will outline the path to reduce testing time and reallocate toward complex risk management. Join us to learn how high-performing teams use these technologies to become strategic differentiators, providing the robust coverage needed to ensure the organization can move fast and control things.

Learning objectives:

Identify where AI excels in execution and where human auditors are indispensable for risk synthesis by contrasting closed world and open world problems.

Evaluate where to invest time today to enable autonomous workflows for the future.

Analyze how to transform internal audit into a strategic differentiator by reallocating capacity from manual testing to managing high-impact risks.

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

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Beyond the numbers: How an AI-enabled FP&A is transforming finance
2026-06-18 14:00 - 15:00
Key takeaways

Across industries, financial planning and analysis (FP&A) is being transformed. Powered by artificial intelligence (AI), autonomous finance, and personalized workflows, FP&A teams are moving beyond static reports and reactive forecasting to AI-enabled analysis and real-time scenario planning. But as effectiveness depends on smooth AI integration, how can FP&A evolve its model? We’ll discuss:

How FP&A can drive enterprise impact through predictive, real-time insights

Why a centralized yet flexible data architecture is critical to FP&A’s evolution

The core value-driving FP&A capabilities, including AI-powered analytics, price optimization, and long-term capital allocation

Strategies All Board Members and Nonprofit Leaders Should Know
2026-06-18 14:00 - 15:00
Join CLA and BoardSource for an interactive, complimentary webinar panel designed to help board members and nonprofit leaders put the organization’s purpose first when navigating today’s evolving challenges.

This session focuses on real‑world considerations, common pitfalls, and actionable takeaways you can use right away in your role.

At the end of this session, you’ll be able to:

Identify key considerations and trends impacting nonprofits and their boards

Recognize common challenges and risks that can affect decision-making and outcomes

Discuss how the Purpose-Driven Board Leadership framework can help leaders put the organization’s purpose first

Recall practical strategies and leading practices to strengthen processes, performance, and compliance within your organization

Who should attend

This session is designed for board members, nonprofit leaders, and those responsible for oversight, strategy, compliance, and governance.

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

How Companies Serving Small Businesses Overcome AR Obstacles
2026-06-18 14:00 - 15:00
Does your finance team typically spend hours reconciling receivables? Many companies, especially those that serve small businesses, rely on time-consuming manual processes to keep track of numerous small-dollar transactions and match remittances to invoices.

But your company can reap the rewards of serving small businesses if you provide your finance team with resources to manage receivables from them.

During this webinar, a panel of finance executives share what they’ve learned about how to negotiate AR challenges unique to working with small businesses, including expert advice about how best to:

Accelerate cash application

Maintain visibility into receivables

Incentivize payments while streamlining payment processes

Simplify remittances

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

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

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

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

Lap the Competition: A Winning Pricing & Marketing Strategy for Advisory
2026-06-18 12:00 - 13:00
Description

Many accounting firms struggle to convert advisory opportunities into client engagements, even when pricing is competitive. In many cases, the challenge is not the price itself, but how the value of services is communicated and understood by clients.This session examines how clients evaluate professional services, with a focus on pricing communication, perceived value, and decision-making factors. Participants will be introduced to a structured framework for identifying breakdowns in advisory conversations and improving clarity in service offerings.The course will cover methods for packaging services, aligning pricing with client expectations, and using clear, consistent language to support client understanding. Attendees will also learn how to assess and refine their current offerings to improve client acceptance and engagement outcomes.Learning ObjectivesBy the end of this session, attendees will be able to:

Identify the Clarity Gap framework, a diagnostic for exactly where your advisory conversation is losing clients

Evaluate the Translation System, the specific language shifts that move a confused client to a confident yes

Outline the process of the Monday Morning Audit, a repeatable self-audit you can run on any service, any time

Who Should Attend?Accounting professionals, firm owners, and advisors seeking to improve pricing communication and client conversion

Prerequisites: None

Course Level: Basic

Course Length: 60 Minutes

Delivery Method: Group – Live Internet

Field of Study: Business Management & Organization – Non-Technical

CPE: 1

CE: 0

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

Rethinking your SOX identity and access management strategy
2026-06-18 12:00 - 13:00
Webcast overview

Organizations continue to face challenges managing access across SOX in scope systems, even after significant investment in identity and control programs. As environments expand, access governance is becoming harder to execute consistently, leading to increased audit scrutiny and rising compliance costs.

Join KPMG and Pathlock for a webcast focused on how organizations are addressing these pressures and strengthening access controls in today’s environment.

Learning Objectives:

Market trends impacting SOX access and control expectations

Common challenges in managing access across in scope systems

Key audit focus areas and where breakdowns are occurring

What effective access governance looks like today

Technology enablement and its role in driving consistency and visibility

Considerations for strengthening and sustaining control environments

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 ZRN22J5XGFG.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

June 2026 Quarterly Outlook
2026-06-17 14:30 - 15:30
Webcast overview

KPMG professionals provide a quarterly perspective on emerging trends in economic condition, AI and financial reporting that may affect a company’s accounting and financial reporting both in the current period and near term.

Learning Objectives:Upon completion of this webcast, participants will be able to describe the economic trends, AI impacts, regulatory matters affecting a company’s financial reporting and accounting this quarter and future periods.

*CPE Credit: Participants will be eligible for 1.0 CPE credit in the field of accounting for attending one of the 60-minute sessions and responding to live check-ins. Since the content for the June 16 and 17 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credits.

NASBA Delivery Method: Group Internet-BasedTarget Audience: CFO, Controller, VP Finance, Chief Risk Officer, Head of Internal AuditField(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 KCNR8FKYL7T.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

A fireside chat on building a sales engine that scales
2026-06-17 14:00 - 15:00
Description

Sales is one of the most important but most overlooked functions in your accounting or tax firm. Without a clear sales process, many firm owners find themselves underpricing or discounting their services, struggling to close the type of clients they want to work with, and dealing with inconsistent cash flow.During this live panel, you’ll hear directly from two firm owners who transformed their businesses by building and implementing a structured sales process. Instead of “winging it,” they created a system that increased confidence, improved sales conversations, and generated more revenue with less work.Through a candid, behind-the-scenes conversation, you will learn exactly what changed in their firms and how they made the shifts that had the most significant impact. You’ll walk away with ideas you can apply immediately to your pricing, positioning, and mindset.

By attending this session, you will be able to:

Identify the key components of an effective sales process for your firm

Recognize common sales challenges that lead to underpricing and inconsistent revenue

Apply strategies to improve client conversations and increase confidence in pricing

Understand how a structured sales process can lead to consistent cash flow, higher revenue, and better client relationships

Who Should Attend?Accounting, tax, and bookkeeping firm owners who are sick of being underpaid and overworked and want to improve their sales process, increase revenue, and create a more predictable and profitable firm.

Prerequisites: None

Course Level: Basic

Course Length: 60 Minutes

Delivery Method: Group – Live Internet

Field of Study: Taxes – Non – Technical

CPE: 1

CE: 0

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

The ROI of resilience: Securing C-Suite buy-In for your GRC strategy
2026-06-17 14:00 - 15:00
Description:

In an era of “permacrisis” and rapid AI disruption, the organizations that thrive are those that can turn risks into opportunities. However, for many executives, risk management is seen as a cost center or a compliance hurdle rather than a strategic lever.

Join us for a cross-functional executive roundtable featuring leaders from finance, IT, and audit in a discussion focused on breaking down silos to have a unified approach to risk management and resilience. We will explore how to translate technical risk concepts into strategic business language and demonstrate the tangible return on investment (ROI) of proactive risk management. From navigating the AI era to creating efficiencies and ensuring proper governance and compliance, we’ll cover how these leaders approach GRC today.

Learning objectives:

Translate technical audit and risk findings into the financial and strategic metrics that CFOs and CEOs care about

Apply strategies and processes for real-time data sharing between the three lines, while protecting independence of internal audit, risk and compliance teams

Create business continuity plans and AI governance frameworks for your organization

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

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Tax Readiness ― Q2 Tax accounting considerations
2026-06-17 14:00 - 15:00
Join our panel of PwC specialists as they discuss tax accounting considerations and recent developments impacting financial reporting. During this webcast, we will cover financial reporting implications of recent US court rulings, proposed changes to SEC reporting requirements, and the evolving Pillar Two and tariff landscape. We will also discuss the use of AI in financial reporting, as well as tax accounting considerations related to business combinations. CPE-eligible for 1 Accounting credit.

2026 BDO Tax Strategist Survey: Navigating OBBBA, State Conformity, and Tax Risk
2026-06-17 14:00 - 15:00
Our latest Tax Strategist Survey shows that tax leaders are being invited to weigh in earlier on key business decisions, but face major challenges implementing new accounting rules, seizing opportunities from the One Big Beautiful Bill Act (OBBBA), and managing state conformity issues.

Join us for a discussion of our recent survey results, where we’ll reveal how your peers view the tax planning landscape and what they’re doing to support broader business decisions with timely, strategic tax insight. Our panel will explore how tax leaders are contending with rapid technological change and rising regulatory complexity. We’ll offer practical planning insights on OBBBA implementation, state conformity, rising tax risk, and financial reporting developments.

1.0 CPE Credit in the field of Taxes.

Learning Objectives

Evaluate how OBBBA state conformity and decoupling may affect tax planning across jurisdictions.

Assess key tax risk considerations arising from regulatory complexity and evolving guidance.

Identify practical steps to strengthen tax planning, risk management, and related financial reporting considerations.

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
