Q2 2026 IFRS Accounting Standards Quarterly Update
2026-07-16 16:00 - 17:00, 2026-07-15 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Each quarter, BDO USA’s IFRS Accounting Standards Quarterly Update webcast series will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today’s hot topics and developments.

The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.

1.0 CPE Credit in the field of Accounting.

Learning Objectives

Describe timely IFRS Accounting Standards hot-topics and resources and their general impact on global accounting and financial reporting.

Describe updates to IFRS Accounting Standards that have occurred over the past quarter and how they compare with the guidance included in US Generally Accepted Accounting Practice.

Describe anticipated upcoming changes to IFRS Accounting Standards.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this sessionn

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

Key insights from the Q2 2026 CFO survey
2026-07-16 14:00 - 15:00
Event description

This webcast will explore key findings from Grant Thornton’s Q2 2026 CFO Survey, highlighting how finance leaders are navigating rising economic uncertainty while continuing to invest in growth. As inflation pressures intensify, geopolitical disruption increases, and confidence in execution declines, CFOs are balancing competing priorities — sustaining technology investment while strengthening governance, cost discipline, and operational resilience.

Drawing on insights from more than 200 senior finance executives, the discussion will examine how organizations are pursuing value creation through AI and digital transformation, even as execution risks rise. Participants will gain perspective on how CFOs are reshaping cost structures, refining pricing strategies, and leveraging outsourcing and flexible workforce models to remain agile in volatile conditions.

The webcast will also explore emerging trends in M&A strategy and execution, where organizations are prioritizing targeted, value-driven deals and focusing on technology-enabled performance improvement. Attendees will leave with a clearer understanding of how leading finance organizations are aligning investment, cost optimization, and risk management to drive sustainable growth in a high-pressure environment.

Webcast details

Date and time

Thursday, July 16, 20262:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Identify key economic, operational, and strategic trends shaping CFO priorities based on the Q2 2026 CFO Survey, including inflation pressures, geopolitical disruption, and declining execution confidence.

Evaluate how organizations are balancing technology and AI-driven investment with cost optimization, governance, and risk management to sustain value creation in a volatile environment.

Recognize emerging approaches to execution and operating model transformation, including outsourcing, flexible workforce strategies, and targeted M&A to enhance resilience and performance.

GRC Tech Strategy and Enablement: Love It or Leave It?
2026-07-16 13:00 - 14:00
Event details

When governance, risk, and compliance (GRC) technology investments fall short, organizations struggle to realize value, maintain adoption, or keep pace with evolving risk and compliance needs. Platforms become fragmented, underused, or misaligned with business objectives.

In this webinar, Crowe specialists will discuss how to take a more structured approach to evaluating GRC technology strategy. They will examine indicators that signal whether a platform should be optimized, integrated, or replaced, and they’ll offer insight on common causes of dissatisfaction such as tool sprawl, weak integrations, and data challenges.

Participants can learn how to assess current capabilities, strengthen data foundations, and identify value drivers tied to automation, reporting, and efficiency. The session will highlight ways to better align GRC technology with enterprise strategy, governance, and long-term scalability.

After attending this session, participants will be able to:

Evaluate whether to retain, optimize, integrate, or replace an existing GRC platform using criteria related to program maturity, functionality, automation, and user adoption

Identify and measure key value drivers and return on investment metrics for GRC technology investments, including automation, reporting efficiency, and data quality

Analyze root causes of GRC platform dissatisfaction (for example, tool sprawl, poor implementation, low adoption, and weak integrations) and recommend remediation strategies

Design a decision framework that aligns GRC technology strategy with organizational objectives, data governance, and long-term scalability

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

New Provider-Based/HOPD Requirements: How to Prepare
2026-07-16 13:00 - 14:00
This webinar will provide an overview of new requirements enacted in the Consolidated Appropriations Act, 2026, affecting off-campus hospital outpatient departments (HOPDs), also known as provider-based departments. Beginning January 1, 2028, each of these departments will be required to bill under a separate National Provider Identifier (NPI) and attest to meeting CMS’ provider-based requirements. The session will also explore anticipated CMS guidance, the potential for increased audit scrutiny, and the importance of early coordination across reimbursement, IT, and finance teams to successfully navigate this requirement.

Learning Objectives

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

Recognize the new attestation and NPI requirements and their potential operational and financial impacts.

Describe the expected proposed regulations in the 2027 Outpatient Prospective Payment System (OPPS) rule regarding implementation of these requirements.

Identify practical steps hospitals should take now to help prepare for compliance and avoid Medicare payment suspensions.

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.

Quarterly Perspectives Q2 2026: Financial Reporting & Beyond
2026-07-16 11:00 - 12:00
Join Forvis Mazars for a moderated discussion on the latest developments shaping the accounting profession for the second quarter of 2026.

Each quarter, we’ll start by breaking down key updates from FASB, AICPA, SEC, PCAOB, and other standard setters, with a focus on what these changes may mean for your organization.

Next, we’ll explore trending topics that could impact current and future financial reporting, as well as the broader accounting industry.

Finally, we’ll look ahead to emerging issues and upcoming developments from influential standard setters.

Whether you’re involved in financial reporting or serve on a board of directors, you’ll gain practical insights and a clearer understanding of today’s challenges and tomorrow’s considerations.

Learning Objectives

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

Identify recent developments from standard-setting agencies.

Describe business and environmental considerations affecting second-quarter 2026 financial reporting.

Discuss new insights looking ahead to future reporting.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Accounting 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.

The 4-Step Blueprint for Reducing Payment Fraud Risk
2026-07-15 14:00 - 15:00
Payment fraud is escalating and controllers are increasingly on the front lines. Fraudsters are exploiting weak vendor controls, outdated payment workflows, disconnected systems, and manual processes to redirect payments, manipulate supplier data, and bypass traditional safeguards. At the same time, new fraud monitoring expectations, rising compliance pressure, and increasingly sophisticated social engineering schemes are forcing controllers to rethink how they protect their organizations. The reality? Many finance departments are still relying on processes that were never designed to stop modern fraud. During this webinar, our speakers will reveal a practical four-step framework controllers can use to reduce payment fraud exposure across the disbursement lifecycle.

**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

Agentic AI in internal audit: Potential, progress, and prognosis
2026-07-15 14:00 - 15:00
Description:

The audit profession is at an inflection point. Recent IIA data shows budgets are tightening across the profession, yet expectations from leadership, regulators, and the board have never been higher. Agentic AI is emerging as the force that resolves this tension — automating the high-volume, repetitive work that has consumed auditors for decades and unlocking capacity for the strategic, judgment-intensive work the profession was always meant to do.

Join Richard Chambers as he moderates a candid conversation among three of the sharpest minds at the intersection of audit and agentic AI. This session goes beyond the hype, exploring what agentic AI actually changes on the ground, where human judgment and professional skepticism remain irreplaceable, and how forward-thinking audit leaders are repositioning their functions as strategic assets to the business. Attendees will leave with a clearer picture of where the profession is headed and practical perspectives on how to lead their teams through this transformation.

Learning objectives:

Discuss the current state of agentic AI in the audit profession and where the technology is headed.

Identify where human judgment and professional skepticism will remain essential as agentic AI takes on more execution work.

Evaluate how the role of the internal auditor is expected to evolve in the agentic AI era.

Assess the strategic opportunities agentic AI creates for internal audit to deliver greater value to the business.

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.

Senior Living AP Automation: Your Path to the 5‑Day Close
2026-07-15 13:00 - 14:00
As senior living organizations grow, AP processes often become fragmented, and manual invoice intake slows accuracy, posting, and close cycles. Finance teams spend valuable time tracking errors and chasing documents, making it difficult to produce timely financials and reducing visibility into operational performance. This webinar shows how AP automation streamlines invoice intake, improves data quality, and speeds up close cycles across multiple entities. Learn how Ottimate enhances Sage Intacct to support faster posting, cleaner financial data, and a consistent five‑day close that strengthens financial visibility and control. By the end of this session, participants will be able to: Identify the AP bottlenecks that slow close cycles in senior living organizations. Analyze how automated invoice intake and standardized workflows improve accuracy and speed. Explain how Ottimate + Sage Intacct support a faster, repeatable close process.

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.

2026 Yellowbook Webinar Series
2026-07-15 13:00 - 14:00
Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.

In each focused one-hour session, we break down what’s changing, why it matters and what you should do next. Then, we’ll move to solutions you can act on right away.

All sessions are held live on Wednesdays from 12-1 PM central, which you can attend throughout the year to earn up to 10 CPE credits.

Getting started is simple: select the sessions that matter most to you.

2026 Midyear global economic outlook: fraying growth amid supply shocks
2026-07-15 11:00 - 12:00
As we reach the midpoint of 2026, uncertainty remains elevated and economic performance continues to diverge across economies. Headline growth indicators suggest resilience, yet the underlying picture is far more complex and inflationary. As the global economy moves through a period defined less by traditional demand cycles and more by persistent supply-side disruptions, businesses are navigating a more fragmented, volatile and structurally complex environment. Geopolitical conflict, trade realignment, fiscal pressures, demographic constraints, AI-driven transformation and shifting financial market dynamics are reshaping growth, inflation and investment outcomes across economies.

Join us for a forward-looking discussion about the key cyclical and structural geo-economic forces shaping the year ahead — offering strategic guidance for businesses navigating an increasingly uncertain economic landscape.

Key themes we’ll explore:

Geo-economic fragmentation: from conflict to trade tensions

Risks to growth and renewed inflation pressures

The AI-led technology revolution: productivity and labor market transformation

Financial markets in flux: interest rates, yields and capital flows

Demographic shifts and evolving labor supply dynamics

Fiscal pressures, debt burdens and policy trade-offs

Learning outcomes:

Recognize current factors affecting the global economy and outlook.

Identify likely future scenarios for inflation, growth, interest rates and geopolitical developments.

Determine how to build resilience into your business based on macroeconomic factors.

Panelists:

Gregory Daco, EY-Parthenon Chief Economist, Strategy and Transactions, Ernst & Young LLP

Marek Rozkrut, EY EMEIA Chief Economist and Head of Economists Unit

Courtney Rickert McCaffrey, EY-Parthenon Global Geostrategy Insights Leader; Director, Global Thematic Insights, Ernst & Young LLP

Moderator:

Matt Bartell, EY-Parthenon Americas Strategy and Transactions Technology and AI 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
2026-07-15 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.

Manufacturing Modernization: Workforce Transformation
2026-07-14 15:00 - 16:00
As manufacturers navigate generational differences and evolving skill requirements, the industry faces a dual reality. An aging workforce is nearing retirement, often taking critical institutional knowledge with them, while organizations face a growing need for employees fluent in data, digital systems, artificial intelligence (AI), and automation. Join Forvis Mazars as we discuss the critical need for manufacturers to upskill their workforce and equip future workers for high-skill, tech-enabled roles in this era of digital transformation.

Learning Objectives

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

Discuss the challenges and opportunities organizations face as they adapt to changing skill requirements.

Recognize the importance of human judgment to define problems, validate outputs, and scale solutions in the technological processes while accelerating innovation.

Describe steps leaders can take to prepare their workforce for an AI-driven future while managing risk and change responsibly.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Business Management and Organization 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.

AI in Financial Services Internal Audit: Using and Auditing AI
2026-07-14 14:00 - 15:00
Artificial intelligence is increasingly embedded in regulated financial services processes, including credit decisioning, fraud detection, AML monitoring, customer interactions, and forecasting.

This session explores how internal audit functions can responsibly leverage AI to enhance audit planning, fieldwork, and continuous auditing, while also adapting audit methodology to effectively assess AI driven risks.

Participants will gain practical insight into AI governance, model and data risks, regulatory expectations, and evidence considerations necessary to audit AI enabled processes in a financial services environment.

Learning objectives:

Identify practical and compliant use cases for artificial intelligence within the internal audit function, including audit planning, fieldwork efficiency, and continuous auditing, while maintaining professional judgment and audit quality

Recall key AI-related risks and governance considerations in financial services, including model risk, data quality, explainability, third-party risk, and regulatory compliance

Identify how to apply a structured audit approach to AI-enabled and AI-influenced processes, incorporating lifecycle controls, monitoring evidence, and accountability into audit scoping and testing

Discuss the differences between acceptable AI-assisted audit activities and prohibited uses of AI as audit evidence, keeping audit conclusions defensible to regulators and external reviewers

Who should attend

This session is designed for internal auditors, executive management, and finance and operations personnel.

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, Information TechnologyPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

The FP&A Tool Landscape in the AI Era
2026-07-14 13:00 - 14:00
The FP&A software market has never moved faster — or felt more overwhelming. Excel agents, AI agent layers, planning platforms, large language models (LLMs), and “vibe coding” (building working applications by describing them to AI in plain language) are all arriving at once, and it’s hard to know where to start.

This session cuts through the noise with a practical map of the marketplace and a clear-eyed look at what the AI shift actually means for finance teams. We’ll weigh the trends reshaping how finance works — vibe coding, Excel agents, and agentic AI — against the real risks that come with them: maintaining vibe-coded applications, model errors, ungoverned outputs, and the illusion of accuracy at speed.

Learning Objectives:

Map the FP&A tool marketplace and build a framework for judging where each category fits your team

Evaluate vibe coding, Excel agents, and agentic AI on both opportunity and risk

Decide when to build your own AI intelligence layer versus buy software to manage it

This webinar is eligible for 1 CPE credit.

Rethinking the Physician Executive: How Role Design, Compensation, and Development Drive Recruitment and Retention
2026-07-14 13:00 - 14:00
As medical groups navigate mounting operational pressures, shifting care models, and intensifying competition for top clinical talent, the demand for effective physician leaders continues to grow. Physician executives are being asked to drive strategy, lead teams, manage financial performance, and engage their provider colleagues — often without clear authority, adequate preparation, or compensation models that reflect the scope of their contribution. The result is a growing misalignment between what organizations expect and what they have actually built. This gap is especially pronounced for physicians navigating the transition from clinical practice into executive roles.

Drawing on national data and real-world experience, panelists will examine how the needs of physician executives have evolved, where organizations are falling short, and what leading groups are doing differently across these key areas: role design, dyad and triad leadership structures, compensation models, leadership development, and recruitment and retention. If you are building or evaluating your leadership infrastructure, this session offers practical, actionable frameworks you can apply regardless of your organization’s size or stage.

This 60-minute webinar will provide you with the knowledge to:

Assess the key components of physician executive role design — including scope of authority, dyad and triad leadership structures, and accountability models — and the gaps within your organization

Compare your physician executive compensation approach against MGMA national benchmarks and identify opportunities to better align pay with the evolving scope of leadership responsibilities

Evaluate factors that drive recruitment and retention challenges for physician executives, including competency fit, the clinician-to-executive transition, and the role of leadership development in reducing misalignment and turnover

Brought to you by Jackson Physician Search

The Risk of 'Good Enough': How Manual Debt Management Invites Audit Red Flags
2026-07-14 13:00 - 14:00
Learning Objectives

Identify the hidden risks of Excel-based debt management: Understand how manual amortization tables, key-person dependency, and fragile spreadsheets create vulnerabilities, errors, and compliance blind spots compared to autonomous software.

Automate continuous covenant compliance: Discover how replacing sporadic manual tracking with 24/7 continuous testing and custom alerts can help you confidently monitor critical metrics like leverage ratios and avoid career-defining covenant breaches.

Streamline operational maintenance for complex debt: Explore how a dedicated platform automatically handles the heavy lifting of variable interest rate changes, journal entries, and the GAAP Effective Interest Method without the need for extensive tie-back files.

Navigating state tax implications for REITs
2026-07-14 13:00 - 14:00
This webcast will examine the state and local tax treatment of real estate investment trusts (REITs), addressing the technical complexities with practical approaches. We will go through common pitfalls with REIT state income tax reporting: dividends-paid-deduction mechanics, net operating loss (NOL) utilization and combined reporting regimes. As we delve into more advanced considerations, we will discuss transaction and transfer-tax obligations, emerging legislative developments, and critical 2025 filing season considerations.

The following topics will be discussed:

REIT basic concepts for state and local taxation

Dividends-paid-deduction complexities

NOL utilization considerations

Combined reporting requirements

Transaction and transfer-tax considerations

State legislative updates impacting REITs

Filing season reminders for tax year 2025

Learning objectives

Describe state & local tax considerations for REITs, including practical tax approaches, reporting requirements and recent relevant legislative developments.

Panelists

Joe Betesh, Senior Manager, State & Local Tax, Ernst & Young LLP

Stuti Grover, Partner, State & Local Tax, Ernst & Young LLP

John Kort, Senior Manager, State & Local Tax, Ernst & Young LLP

Matt Sutterlin, Senior Manager, State & Local Tax, Ernst & Young LLP

Moderator

Amy McLocklin, Partner, State & Local Tax, Ernst & Young LLP

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

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

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

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

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

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

Accounting Method Developments
2026-07-14 12:00 - 13:00
Event Overview

Timely reporting of income and expenses can generate valuable cash savings and prevent potential conflict with the IRS. The IRS has released new guidance that provides significant accounting method opportunities for taxpayers. Join us as we explore recent developments in accounting methods and periods and learn how you can make the most of your revenue and expense recognition methods.

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.

Margin Analysis: Turning Data Into a Program Strategy
2026-07-14 11:00 - 12:00
This webinar will provide a practical introduction to margin analysis for academic programs, with a focus on how institutions can use data to inform strategic decision making and strengthen financial sustainability. Explore how revenue, direct expenses, and indirect costs interact at the program and course levels, and how these dynamics can reveal efficiency opportunities and areas for targeted investment. Drawing on real-world higher education use cases, this session will highlight how margin analysis can support more transparent, consistent, and mission-aligned program evaluation processes.

The session will also demonstrate how the Program Economic Analysis (PEA) tool from Forvis Mazars can be used to operationalize margin analysis through interactive dashboards and integration into program assessment processes. In addition, see how PEA helps enable users to examine margins by program and course, analyze enrollment and cost drivers, and drill down into key performance indicators to identify actionable insights. By the end of the session, participants will better understand how to “follow the data” and translate financial insights into academic and operational strategies.

Learning Objectives

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

Describe the core components of academic program margin analysis, including revenue, direct costs, and indirect expense allocation.

Use margin analysis to identify high- and low-margin programs and understand key performance drivers.

Apply margin insights to inform strategic decisions related to program portfolio management, resource allocation, and operational improvements.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 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.

National Banking Symposium – Q2 2026 Sector Outlook
2026-07-13 14:00 - 15:30
Webcast overview

Join KPMG for our National Banking Symposium – Q2 2026 Sector Outlook, a 90-minute webcast bringing together market leaders and sector specialists to discuss bank earnings expectations, the macroeconomic backdrop, and key themes shaping banking and capital markets in Q2 2026.

Learning Objectives:

Following this webcast, participants will have a general understanding of:

Q2’26 bank earnings expectations

Macroeconomic update

Sector outlook

Digital assets in FS

Insights from KPMG’s Banking Tech Survey and FS Customer Experience Survey

Program Specifications

Estimated CPE credit: This program is worth approximately 1.5 CPE credits.NASBA Delivery Method: Group Internet-BasedTarget Audience: Banking ExecutivesField(s) of Study: Economics – 72The 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 KGN9JWJVLJT.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

Cost Accounting 101 for Manufacturing Industry
2026-07-13 14:00 - 15:00
Join us for a practical webinar on how cost accounting can help organizations better understand profitability and make more informed business decisions.

We’ll explore the key drivers of profit, including labor, material, and overhead absorption, walk through study methodology and implementation considerations, and share an executive checklist, action planning tips, and real-world case studies to help you put insights into action.

At the end of the session, you will be able to:

Identify labor and overhead cost structures

Identify root causes of margin leakage

Discuss absorption rates and variances

Recall ways to apply methodology to improve profitability

Discuss the information that will help you make informed operational decisions

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, and other decision makers in manufacturing companies.

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.

To learn more about this topic, read our article, R&D Tax Credit for Your Manufacturing and Tech Company

CPE

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

View CPE sponsorship information

US health sector update – July 2026
2026-07-13 12:00 - 13:00
The health policy landscape continues to evolve, shaping strategies and operations across the healthcare industry and related sectors. Join us for a one-hour webcast that will provide a comprehensive update on key developments impacting the health industry — helping your organization prepare for what’s ahead.

Discussion topics will include:

Reconciliation – teeing up expectationsoup, Washington, DC: Lynn Fairfax

US economic outlook update: solid but increasingly narrow foundation of growth continues facing series of supply shocks and other risks

Federal policy updates:

Movement on One Big Beautiful Bill Act

Provider payment rules updates

Trade and tariff space

Medical device tariffs

Legislative priorities

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.

July 2026 Financial Services Audit Committee Overview
2026-07-09 14:00 - 15:30
Event details

As financial services companies’ audit committee requirements and expectations evolve in today’s dynamic environment, it is critical for audit committee members to be current with industry developments.

This webinar will provide audit committee members and other professionals at financial services companies with an overview of financial reporting developments and recent regulatory updates to inform their responsibilities.

In addition, the webinar will explore the changing fraud risk landscape and the growing role of audit committees in overseeing fraud prevention, detection, response, and governance activities. Presenters will discuss emerging trends affecting financial institutions, including social engineering schemes, account takeover activity, customer-authorized fraud, AI-enabled threats, and loan fraud throughout the lending life cycle. Attendees will gain practical insights into how these challenges are shaping fraud risk management programs.

Crowe professionals also will share leading practices for strengthening fraud governance and enhancing coordination among stakeholders. The discussion will address considerations for evaluating internal control effectiveness, incorporating AI-related risks into governance frameworks, and identifying important questions audit committees should be asking management in today’s evolving risk environment.

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

Describe the latest financial reporting developments and related requirements affecting financial services companies, including developments from industry regulators

Identify emerging fraud risks and trends affecting financial services organizations

Recognize the evolving responsibilities of audit committees in overseeing fraud risk management, organizational accountability, and fraud governance structures

Evaluate how AI can influence fraud risks, internal controls, and governance processes

Apply leading practices for strengthening fraud oversight, risk management coordination, and communication

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Accounting, specialized knowledge

This session is recommended for 1.5 hours of CPE credit.

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

Additional CPE information

Donor‑Advised Funds: What Data Reveals — and What Charities Need to Know
2026-07-09 14:00 - 15:00
Donor‑Advised Funds (DAFs) saw a sharp and much‑anticipated surge in late 2025, driven in part by tax law changes under HR1. While much of the conversation focuses on dollars flowing into DAFs, fewer insights exist on what happens next — where those funds ultimately land and what that means for nonprofits.

Drawing on research compiled by Chariot, a fintech company focused on DAF payments, and K2D Strategies, this session examines real‑world giving patterns and behaviors tied to DAF distributions.

Attendees will gain practical, mission‑focused insights to better engage donors who increasingly use DAFs as a preferred giving vehicle, while also navigating the compliance and operational complexities that come with these gifts.

Learning objectives

At the end of the session, you will be able to:

Identify key trends shaping how and when charities are receiving DAF gifts

Discuss leading practices for tracking, reconciling, and properly acknowledging DAF contributions

Recall well-established ideas to reduce donor friction and unlock additional giving through DAFs

Identify the critical compliance considerations every organization should understand when accepting DAF funding

Who should attend

This session is designed for nonprofit finance, advancement, and compliance leaders seeking stronger controls and smoother processes for DAF gifts.

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, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Quarterly accounting update—Q2 2026
2026-07-09 13:00 - 14:00
Event overview

Stay current on key accounting standard-setting and regulatory developments that may affect your financial reporting. Register now and join our leaders as they share perspectives on recently issued Accounting Standards Updates (ASUs), including guidance on accounting for environmental credits and paid‑in‑kind dividends on preferred stock, as well as updates on newly added Financial Accounting Standards Board (FASB) projects and key areas finance leaders should continue to monitor as the technical agenda evolves.

This session will also cover recent rulemaking activity, including the Securities and Exchange Commission’s proposal on semiannual reporting, as well as updates related to sustainability reporting, providing practical insights to help you prepare for what’s ahead.

Register today to attend the live event and gain access to the on‑demand replay.

Topics will include:

Key accounting areas and developments finance leaders should continue to monitor

An overview of recently issued ASUs, including ASU 2026‑01 on paid‑in‑kind dividends on preferred stock and ASU 2026‑02 on accounting for environmental credits

Recent SEC rulemaking and other regulatory developments, including the proposed changes to semiannual reporting and updates on sustainability reporting

Newly added and other FASB projects on the current FASB technical agenda

GRC Now
2026-07-09 10:30 - 15:15, 2026-07-08 10:30 - 15:15
Description:

Explore the latest trends in enterprise risk, compliance, and infosec at GRC Now 2026, a free virtual event spanning two days. Expert speakers will provide practical insights to help your organization navigate the risk landscape, reshape resilience, and turn governance into a competitive edge.

Join over 15,000 peers for topics including AI governance, automating workflows for modern GRC, identity and access management, and more.

Sessions

Day 1: Wednesday, July 8, 2026

Session 1: Resiliency in action: From compliance checkbox to strategic continuity1 NASBA CPE7:30-8:30 AM PDT | 14:30-15:30 UTC

Session 2: The agentic blueprint: Architecting secure multi-agent workflows for modern GRC1 NASBA CPE8:45-9:45 AM PDT | 15:45-16:45 UTC

Session 3: Governing the autonomous enterprise: Balancing AI agent innovation with accountability1 NASBA CPE10-11 AM PDT | 17:00-18:00 UTC

Session 4: The identity paradox: Managing cyber risk in the era of AI-driven shadows1 NASBA CPE11:15-12:15 PM PDT | 18:15-19:15 UTC

Day 2: Thursday, July 9, 2026

Session 5: Bridging the regulatory compliance gap in a fragmented global landscape1 NASBA CPE7:30-8:30 AM PDT | 14:30-15:30 UTC

Session 6: The unified front: Scaling governance without sacrificing independence1 NASBA CPE8:45-9:45 AM PDT | 15:45-16:45 UTC

Session 7: Beyond the heat map: Transitioning to continuous and proactive risk reporting1 NASBA CPE10-11 AM PDT | 17:00-18:00 UTC

Session 8: The continuous chain: Managing third-party risk in an interconnected ecosystem1 NASBA CPE11:15 AM-12:15 PM PDT | 18:15-19:15 UTC

Volunteerism in Transition: Strategies for Nonprofits
2026-07-08 15:00 - 16:00
Volunteers are the lifeblood of many organizations. A significant portion of the nonprofit workforce is volunteer-based, yet only a small percentage of organizations have strong volunteer management systems in place.

In this webinar, we’ll explore how volunteerism is evolving, how motivations differ across generations, and what causes volunteers to start and stop serving. Using current data and real-world examples, the session will help leaders design clearer roles, improve recruiting, and strengthen retention.

Learning Objectives

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

Recognize how volunteerism is changing, including generational differences in motivation and engagement.

Explain the connection between volunteer motivations and effective role placement.

Identify best practices for volunteer management.

CPE Information

1.00 CPE Credit(s) (pending approval)

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance during the live broadcast.

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

2026 Q2 government services webinar series
2026-07-07 13:00 - 15:00
Event overview

Join RSM for our 2026 Q2 government services webinar series session on July 7, 2026. This live webcast will feature two timely sessions: “Managing risk, resilience and responsibility in the age of AI digital threats” and “Why trust is the currency of digital government: A finance perspective on FedRAMP, GovRAMP* and identity.”

Attendees will gain practical insights into cybersecurity governance, resilience, compliance frameworks, identity considerations and the financial implications of digital government investments.

We hope you can join us.
