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DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260704T163010Z
CREATED:20260704T163002Z
LAST-MODIFIED:20260704T163010Z
UID:10011349-1786539600-1786543200@www.freelivecpe.com
SUMMARY:Pricing fundamentals for CPA firms
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nCPAs put a lot of time into billing clients\, but it doesn’t have to be that way. Pricing upfront based on the value received simplifies the billing process. It also keeps you from pricing your services too low and improves your happiness. Now is the time to break up with the billable hour\, consider alternative pricing models and productize your services to give your clients the high-value services they want. This session will examine how pricing will help you put the client first\, delighting them and your staff. By focusing on value\, you can work less and be more profitable. \n\n\n\nLearning objectives: \n\n\n\n\nWhy the billable hour doesn’t work\n\n\n\nHow price improves the client experience\n\n\n\nObstacles you’ll face when it comes to charging your worth\n\n\n\nWhy productizing puts the focus on value\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Economics technicalProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/pricing-fundamentals-for-cpa-firms/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Economics
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260627T131440Z
CREATED:20260627T131432Z
LAST-MODIFIED:20260627T131440Z
UID:10011320-1786539600-1786543200@www.freelivecpe.com
SUMMARY:2026 Private Funds Update
DESCRIPTION:To say asset managers are facing a volatile\, increasingly complex investment environment right now is an understatement. There are several forces at play that are impacting the asset management industry\, including shifting economic conditions\, evolving investor expectations\, technological innovation and ongoing regulatory developments. As your fund prepares for the next 6-12 months\, understanding the many different market forces impacting the industry will be critical to supporting clients and investors\, managing risk and maintaining a competitive edge in the long-term.  \n\n\n\nOn Aug. 12\, join us for our annual private funds update webinar\, founded by legacy Moss Adams and now proudly continued by Baker Tilly. Our asset management specialists will discuss the latest developments shaping the industry\, including a comprehensive market update and outlook for the next several months and insights into key trends\, challenges and opportunities that are expected to impact investment funds and their portfolio companies. This session will also examine several of the industry’s most significant emerging topics\, including valuation challenges in uncertain markets\, evolving M&A activity across the industry and noteworthy tax and retirement plan developments and legislation impacting fund managers and their investors. Attendees will gain insight into current market dynamics and actionable considerations for strategic planning and growth initiatives moving forward into the next 6-12 months. \n\n\n\nRegister now and join us for this CPE-eligible session taking place on Wednesday\, Aug. 12 from 1-2 p.m. ET.  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
URL:https://www.freelivecpe.com/event/2026-private-funds-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T120000
DTEND;TZID=America/New_York:20260812T130000
DTSTAMP:20260711T134623Z
CREATED:20260711T134616Z
LAST-MODIFIED:20260711T134623Z
UID:10011364-1786536000-1786539600@www.freelivecpe.com
SUMMARY:Unlocking R&D Credit Value Through AI & Data Transformation
DESCRIPTION:Explore how artificial intelligence (AI) and data transformation can support efforts to drive new research and development (R&D) tax credit benefits\, reduce disruption\, and advance future-ready tax processes. This session will highlight how to identify eligible AI-related activities and costs while leveraging existing data and documentation to help build a more sustainable credit position. We’ll also cover practical approaches to data and AI readiness and share real-world examples of how data transformation is being applied across tax and R&D processes. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nIdentify R&D tax credit-eligible activities and costs associated with AI investments.\n\n\n\nDiscuss how leveraging AI and existing data and documentation can help reduce disruption and strengthen R&D tax credit sustainability.\n\n\n\nOutline a modern approach to data and AI readiness\, including best practices and design tenets.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/unlocking-rd-credit-value-through-ai-data-transformation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T150000
DTEND;TZID=America/New_York:20260811T160000
DTSTAMP:20260711T143850Z
CREATED:20260711T143843Z
LAST-MODIFIED:20260711T143850Z
UID:10011366-1786460400-1786464000@www.freelivecpe.com
SUMMARY:Confidence in Numbers: Strengthening Visibility as Business Evolves
DESCRIPTION:Event Overview\n\n\n\nWhat felt like confidence in January may feel like concern today. Margins are harder to explain\, forecasts lose credibility as assumptions weaken\, and manual workarounds quietly replace the controls you thought were in place. \n\n\n\nThese aren’t failures — they’re signals that growth is outpacing your capabilities. As resources stretch and DIY reporting no longer meets expectations\, visibility declines and decisions slow when they need to accelerate. In this session\, we’ll move beyond identifying the problem and into what it takes to solve it. \n\n\n\nWe’ll explore how finance leaders are strengthening visibility by streamlining accounting operations and putting analytics to work\, replacing fragmented\, manual reporting with trusted KPI dashboards\, automating the close to surface margin insight faster\, and building disciplined\, driver-based forecasting models that leaders can actually act on. \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/confidence-in-numbers-strengthening-visibility-as-business-evolves/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T140000
DTEND;TZID=America/New_York:20260811T150000
DTSTAMP:20260711T153142Z
CREATED:20260711T153135Z
LAST-MODIFIED:20260711T153142Z
UID:10011373-1786456800-1786460400@www.freelivecpe.com
SUMMARY:Modernizing Finance Processes with AI: Building Auditability into AI-Enabled Workflows
DESCRIPTION:CFOs and Controllers are under increasing pressure to do more with less while delivering greater accuracy\, stronger controls\, and faster insights. As AI becomes more accessible\, finance leaders are evaluating where it can drive meaningful efficiencies without compromising governance\, transparency\, or auditability. \n\n\n\nJoin CFO Christine Gu\, and finance transformation leaders from Savant Labs and BDO as they discuss how organizations are moving beyond spreadsheet-driven and other end-user computing (EUC) processes toward standardized\, AI-enabled workflows that improve consistency\, accelerate execution\, and strengthen internal controls. You’ll learn how AI can support workflow development and automation while preserving human oversight\, accountability\, and the audit trail required for critical finance processes. \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease 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.  \n\n\n\nControllers 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
URL:https://www.freelivecpe.com/event/modernizing-finance-processes-with-ai-building-auditability-into-ai-enabled-workflows/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T130000
DTEND;TZID=America/New_York:20260811T140000
DTSTAMP:20260711T134022Z
CREATED:20260711T134015Z
LAST-MODIFIED:20260711T134022Z
UID:10011363-1786453200-1786456800@www.freelivecpe.com
SUMMARY:CJR-X: What to Know & How to Prepare
DESCRIPTION:CMS is expanding its use of mandatory\, episode-based payment models through the upcoming Comprehensive Care for Joint Replacement Expanded (CJR-X) Model\, scheduled to begin in October 2027. This model shifts greater financial accountability to hospitals\, with performance tied to cost and quality outcomes across defined episodes of care. CJR-X is projected to generate approximately $725 million in savings for CMS over its first five years and doesn’t currently have a defined end date. CJR-X is expected to be finalized in the Inpatient Prospective Payment System (IPPS) final rule in late July or early August 2026. \n\n\n\nPreparing for participation in CJR-X will require an understanding of the model’s structure\, performance expectations\, and potential implications for hospitals. Organizations that begin evaluating their readiness early may be better positioned to navigate the transition. This session will provide an overview of CJR-X\, outlining participation requirements and key considerations for preparing to perform successfully under the model. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDescribe the key features and goals of the CJR-X Model.\n\n\n\nExplain how CJR-X aligns cost and quality performance across an episode of care and shifts accountability to hospitals.\n\n\n\nRecognize the potential organizational implications of participating in CJR-X\, including impacts on performance\, operations\, and care delivery.\n\n\n\nIdentify key considerations and early steps to help prepare for and succeed under the CJR-X Model.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/cjr-x-what-to-know-how-to-prepare/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260711T153022Z
CREATED:20260711T153015Z
LAST-MODIFIED:20260711T153022Z
UID:10011372-1786024800-1786028400@www.freelivecpe.com
SUMMARY:Selecting Your Next ERP: What Every CFO and Controller Needs to Know
DESCRIPTION:Choosing an ERP is one of the most consequential decisions a CFO or Controller will make. The right platform can improve visibility\, streamline operations\, strengthen reporting\, and support future growth. The wrong decision can create years of frustration\, unnecessary costs\, and implementation challenges. \n\n\n\nIn this webinar\, finance leaders will learn a practical framework for evaluating today’s leading mid-market ERP solutions\, building a board-ready business case for change\, and reducing risk throughout the selection and implementation process. Whether you are considering a replacement for a legacy system or evaluating ERP options for the first time\, this session will provide actionable guidance to help you move forward with confidence. \n\n\n\nAttendees will also receive two complimentary assessment tools: one designed to help evaluate ERP solutions and another to assess organizational readiness for a successful implementation. \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease 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.  \n\n\n\nControllers 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
URL:https://www.freelivecpe.com/event/selecting-your-next-erp-what-every-cfo-and-controller-needs-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260704T172416Z
CREATED:20260704T172410Z
LAST-MODIFIED:20260704T172416Z
UID:10011355-1786024800-1786028400@www.freelivecpe.com
SUMMARY:The Nonprofit Audit: Readiness\, Risk and the Role of AI
DESCRIPTION:Strong financial stewardship helps build trust with donors\, grantors\, board members and the communities you serve. As audit season approaches\, now is the time to evaluate audit readiness\, address potential risks and strengthen the processes that support accurate financial reporting and transparency. \n\n\n\nJoin us to explore key audit priorities for nonprofit organizations and learn how emerging AI tools can help finance teams improve documentation\, reduce manual effort and create more time for mission-focused work. \n\n\n\nWho Should Attend\n\n\n\nNonprofit executives\, finance leaders or board members \n\n\n\nLearning Objectives:\n\n\n\n\nIdentify key audit season readiness priorities for nonprofit organizations\, including documentation\, reconciliations\, estimates\, grants\, contributions and restricted funds.\n\n\n\nRecognize common audit challenges and warning signs that can lead to delays\, deficiencies or additional scrutiny during audit procedures.\n\n\n\nDemonstrate how AI and automation are beginning to impact the audit process\, including potential benefits\, limitations and considerations for nonprofit finance teams.\n\n\n\nEvaluate practical ways AI can support audit preparation\, including prompts and agent use cases that streamline data gathering\, improve documentation and reduce manual effort.\n\n\n\nDetect responsible next steps to prepare for a smoother audit season and more informed conversations with auditors\, boards and stakeholders.\n\n\n\n\nSpeakers\n\n\n\n\nStacie Cornwell\, Partner\, Armanino Advisory LLC\n\n\n\nMegan Terell\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Auditing (Governmental)) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/the-nonprofit-audit-readiness-risk-and-the-role-of-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T130000
DTEND;TZID=America/New_York:20260806T140000
DTSTAMP:20260711T153907Z
CREATED:20260711T153859Z
LAST-MODIFIED:20260711T153907Z
UID:10011374-1786021200-1786024800@www.freelivecpe.com
SUMMARY:Denial Trends Decoded: Turning Data Into Dollars (With Half the Staff)
DESCRIPTION:Are you tired of watching your practice’s revenue disappear due to claim denials? \n\n\n\nMedical practices are facing a perfect storm of tighter margins\, shifting payer rules\, and smaller billing teams. It’s more critical than ever to have a proactive strategy to combat denials. This webinar will break down the most common and costly denial trends in 2025 and give you practical\, proven methods to recover revenue faster\, even when resources are limited. \n\n\n\nThis 60-minute webinar will provide you with the knowledge to: \n\n\n\n\nIdentify the most common and costly preventable denial trends across payers in 2025 and apply strategies to spot them before they impact revenue\n\n\n\nExplain how staffing shortages contribute to missed recovery opportunities and preventable revenue loss within billing teams\n\n\n\nUse technology-enabled tools and proven workflows to close staffing gaps\, accelerate claim resolution\, and reduce denials without increasing headcount\n\n\n\n\nBrought to you by UnisLink
URL:https://www.freelivecpe.com/event/denial-trends-decoded-turning-data-into-dollars-with-half-the-staff/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T143000
DTEND;TZID=America/New_York:20260805T153000
DTSTAMP:20260711T133619Z
CREATED:20260711T133611Z
LAST-MODIFIED:20260711T133619Z
UID:10011362-1785940200-1785943800@www.freelivecpe.com
SUMMARY:2026 Midyear Economic Update & Outlook
DESCRIPTION:Join us for an informative webinar as we share investment updates from the first half of 2026 and the outlook for the second half of the year. Topics will include the current state of the economy\, financial market trends\, broad asset class returns\, and more. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDiscuss the current state of the economy.\n\n\n\nDescribe the economic outlook for the second half of 2026.\n\n\n\nIdentify key trends that shaped financial markets in the first half of 2026.\n\n\n\nExplain broad asset class returns for 2026.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Finance field of study may be awarded upon verification of participant attendance\, during live broadcast.tendance\, during live broadcast.nt attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/2026-midyear-economic-update-outlook/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T130000
DTEND;TZID=America/New_York:20260805T140000
DTSTAMP:20260704T141922Z
CREATED:20260704T141916Z
LAST-MODIFIED:20260704T141922Z
UID:10011342-1785934800-1785938400@www.freelivecpe.com
SUMMARY:The Why and How of Managing Government Property for the Defense Contractor
DESCRIPTION:1.0 CPE Credit in the field of Specialized Knowledge (SK) \n\n\n\nManagement of Government property is a critical aspect of contracts subject to FAR 52.245-1\, Government Property. DOD’s focus on property management coalesced when The Financial Improvement and Audit Readiness (FIAR)\, which was initiated in 2010\, brought focus to the gaps in the management of government property. FIAR’s stated goal is to improve the Department’s financial and business management operations\, allowing it to successfully produce “auditable” financial statements.  \n\n\n\nThe DCMA Guidebook for Government Contract Property Administration (Guidebook) provides a process summary to DCMA personnel for consistent oversight of contractor property management systems and is intended to promote consistency in the methodology and analysis techniques employed by DCMA. \n\n\n\nLearning Objectives \n\n\n\n\nDefine the role of the DCMA Guidebook for Government Contract Property Administration in the execution of contractor property management systems.\n\n\n\nAttain a basic understanding of the F.I.A.R.\, its objectives and current status.\n\n\n\nReview the role of automated asset tracking and inventory management\, including RFID\, in Government Property Management.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nCost: There is no fee to attend this sessionttend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/the-why-and-how-of-managing-government-property-for-the-defense-contractor/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T130000
DTEND;TZID=America/New_York:20260805T140000
DTSTAMP:20260627T130429Z
CREATED:20260627T130420Z
LAST-MODIFIED:20260627T130429Z
UID:10011318-1785934800-1785938400@www.freelivecpe.com
SUMMARY:Navigating emerging state tax developments and transaction trends
DESCRIPTION:Join us for the inaugural episode of our new quarterly Financial Services (FSO) state and local tax (SALT) transactions webcast series\, where we will provide timely insights into emerging SALT developments impacting financial services\, real estate\, and asset management transactions. \n\n\n\nIn today’s rapidly evolving SALT landscape\, legislative changes and shifting policies have immediate implications for businesses – making it critical to understand these developments and consider practical approaches to navigate complex SALT challenges. \n\n\n\nThis quarterly series will focus on transaction-driven SALT hot topics\, including real estate transfer taxes\, nexus considerations\, and jurisdiction-specific developments\, providing actionable perspectives to help address risk and improve outcomes in an increasingly dynamic state tax landscape. \n\n\n\nWe will focus on recent legislative developments and emerging transaction trends across the SALT landscape\, with an emphasis on how evolving policy is shaping deal approaches\, diligence\, and execution. The session will conclude with a targeted discussion on SALT considerations affecting data center investments\, including jurisdictional trends\, incentives\, and key transaction-specific risks and considerations in this rapidly growing asset class. \n\n\n\nKey topics to be discussed include: \n\n\n\n\nRecent state and local legislative developments impacting income and transfer taxes\n\n\n\nEmerging state and local trends and developments for transactions\n\n\n\nState and local considerations for data center investments\, including:\n\nSales and use taxes\n\nCharacterization and sourcing of data center assets and services\, exemption analysis\, nexus considerations\, and transaction-driven planning considerations\n\n\n\n\n\nReal estate transfer tax and property tax considerations\n\nState and local real estate transfer tax requirements\, deal considerations\, and jurisdiction-specific nuances\n\n\n\nAsset classification and valuation issues\, ownership change and reassessment triggers\, and common challenges arising in acquisitions and development\n\n\n\n\n\nCredits and incentives opportunities\n\nIdentification of commonly available state and local incentives\, timing\, negotiation\, and transaction considerations to preserve and potentially increase benefits\n\n\n\n\n\n\n\n\nLearning objectives \n\n\n\nAnalyze state and local tax implications of data center transactions\, including the impact of recent legislative developments\, sales and use tax characterization and sourcing\, property tax classification and valuation issues\, and credits and incentives considerations. \n\n\n\nPanelists\n\n\n\n\nChristine Cagnina\, Managing Director\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\nKaela Munster\, Senior Manager\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\nEvan Purcell\, Senior Manager\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\nMichael Moore\, Partner\, Indirect Tax\, Ernst & Young LLP\n\n\n\nTrevor Hamilton\, Senior Manager\, Indirect Tax\, Ernst & Young LLP\n\n\n\n\nModerator\n\n\n\n\nAmy McLocklin\, Partner\, FSO SALT Transactions\, Indirect Tax\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/navigating-emerging-state-tax-developments-and-transaction-trends/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T150000
DTEND;TZID=America/New_York:20260804T160000
DTSTAMP:20260704T141329Z
CREATED:20260704T141322Z
LAST-MODIFIED:20260704T141329Z
UID:10011341-1785855600-1785859200@www.freelivecpe.com
SUMMARY:Beyond the basics: Business combinations
DESCRIPTION:Webcast overview\n\n\n\nKPMG professionals will provide a a practical look at ASC 805 in today’s deal environment. Gain clarity on key complexities—distinguishing purchase price vs. compensation\, evaluating adjustments\, and reviewing agreements—so you can apply the guidance with greater confidence in practice.Learning Objectives: \n\n\n\nUpon completion of this webcast\, participants will be equipped to navigate key ASC 805 complexities by distinguishing purchase price from compensation\, evaluating purchase price adjustments\, and effectively reviewing transaction agreements for practical application. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFO\, Controller\, VP Finance\, Chief Risk Officer\, Head of Internal Audit\, Crypto\, Digital AssetsField(s) of Study: Accounting – 21 \n\n\n\nThe 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 \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code J9NM3V2LM97.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. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/beyond-the-basics-business-combinations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T130000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260711T133410Z
CREATED:20260711T133402Z
LAST-MODIFIED:20260711T133410Z
UID:10011361-1785848400-1785852000@www.freelivecpe.com
SUMMARY:Complexity to Clarity: Modern Traceability for Manufacturers
DESCRIPTION:Process manufacturers often face fragmented traceability\, manual batch documentation\, and compliance risks that can slow operations and obscure critical data. In this session\, learn how the Traceability Add-In and Electronic Batch Records (EBR)\, with electronic signatures\, can work together to help bring clarity\, control\, and confidence to your operations. We’ll explore how to streamline lot tracking\, digitize batch records and approvals\, and create an audit-ready traceability framework\, helping reduce errors while strengthening regulatory compliance. \n\n\n\nJoin us to see how these capabilities integrate within your Microsoft Dynamics 365 (D365) Finance and Supply Chain Management (F&SCM) environment to help provide real-time visibility\, faster decision making\, and more efficient production processes. Gain practical insights to help transform paper-heavy workflows into a connected\, compliant\, and scalable operation. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nRecognize key traceability and compliance challenges in process manufacturing.\n\n\n\nDiscuss how the Traceability Add-In and EBR can help simplify tracking\, approvals\, and compliance in D365.\n\n\n\nEmploy connected digital workflows to help improve visibility and speed decisions.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance\, during live broadcast.nt attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/complexity-to-clarity-modern-traceability-for-manufacturers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T130000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260627T185327Z
CREATED:20260627T185320Z
LAST-MODIFIED:20260627T185327Z
UID:10011329-1785848400-1785852000@www.freelivecpe.com
SUMMARY:Third‑party Exposure: Dependency Requires Governed Accountability
DESCRIPTION:Description\n\n\n\nThird parties deliver critical outcomes for organizations while the exposure they create remains unmeasured and unassigned. This virtual session reframes third‑party oversight as an exposure problem by examining how exposure already exists within the enterprise\, how it drives cost\, delay\, and inefficiency\, and how governance begins only when exposure is defined and owned. \n\n\n\nParticipants will take away a clear structure for identifying\, attributing\, and governing third‑party exposure that aligns accountability with control and supports informed executive decisions. \n\n\n\nBy attending\, participants will: \n\n\n\n\nDetermine where third‑party exposure exists and assign accountability for dependent outcomes\n\n\n\nAssess whether decision authority aligns to the exposure being carried\n\n\n\nDistinguish between governed and inherited exposure and establish ownership boundaries\n\n\n\nDecide which exposures are acceptable\, conditionally acceptable or require intervention\n\n\n\n\nWho Should Attend:   \n\n\n\nThis program is designed for individuals who own decisions tied to third‑party dependencies throughout the enterprise. This includes leaders responsible for procurement\, operations\, finance\, risk\, compliance\, and internal audit who are accountable for cost\, performance\, continuity\, or regulatory outcomes affected by third parties. \n\n\n\nCPE Accreditation:\n\n\n\nDelivery Method | Group Internet-basedRecommended CPE credit | Up to one hour of CPE\, pending approvalRecommended Field(s) of Study | Client ServiceCPE Capability | Specialized KnowledgePrerequisites | NoneProgram Level | BasicAdvanced Preparation | Nonetner\, FBT Gibbons
URL:https://www.freelivecpe.com/event/third-party-exposure-dependency-requires-governed-accountability/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T100000
DTEND;TZID=America/New_York:20260804T110000
DTSTAMP:20260711T204801Z
CREATED:20260711T204754Z
LAST-MODIFIED:20260711T204801Z
UID:10011376-1785837600-1785841200@www.freelivecpe.com
SUMMARY:Readying Your Accounts Payable for AI
DESCRIPTION:Webinar Details\n\n\n\nArtificial Intelligence is rapidly reshaping how government organizations approach Accounts Payable\, moving beyond simple automation to become a strategic driver of efficiency\, accuracy\, and insight. This webinar will explore the foundational elements required to prepare AP teams for AI adoption\, including data quality\, governance\, and system visibility. Attendees will gain an understanding of key AI capabilities for AP\, learn how to balance automation with appropriate human oversight\, and discover why continuous monitoring\, feedback\, and optimization are essential for long-term success. \n\n\n\nJoin us to learn how to build a strong foundation for an AI-enabled AP function in the public sector. \n\n\n\nDate: \n\n\n\nTuesday\, August 4\, 2026 \n\n\n\nTime: \n\n\n\n10:00 AM – 11:00 AM EST \n\n\n\nBy the end of the webinar\, attendees will be able to: \n\n\n\n\nExplain how AI is a transformational Accounts Payable (AP) strategy\n\n\n\nIdentify the importance of data quality\, governance\, and system visibility\n\n\n\nRecognize key AI capabilities applicable to accounts payable\n\n\n\nEvaluate how to balance AI efficiency with human oversight\n\n\n\nDescribe the need for continuous monitoring\, feedback loops\, and improvement\n\n\n\n\nRecommended CPE Credit: 1 \n\n\n\nRecommended Field of Study: Computer Software & Applications \n\n\n\nPrerequisites:  None \n\n\n\nProgram Knowledge Level: Basic \n\n\n\nAdvanced Preparation: None \n\n\n\nParticipants can cancel without penalty\, as the course has no fee. For more information regarding refunds\, complaints\, and/or program cancellation policies\, please contact our offices at 586-254-1040.
URL:https://www.freelivecpe.com/event/readying-your-accounts-payable-for-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T140000
DTEND;TZID=America/New_York:20260730T150000
DTSTAMP:20260704T140634Z
CREATED:20260704T140628Z
LAST-MODIFIED:20260704T140634Z
UID:10011338-1785420000-1785423600@www.freelivecpe.com
SUMMARY:Reinventing finance: Creating a modern multi-entity reporting model
DESCRIPTION:Key takeaways \n\n\n\nIn today’s globalized market\, multi-entity reporting (MER) is essential\, giving businesses a centralized view of financial performance and greater visibility into synergistic opportunities for the business. Yet multi-entity reporting often remains manual and fragmented. How can organizations modernize MER to better support today’s finance function? We’ll discuss: \n\n\n\nDefining an operating model that unifies accounting systems for multi-entity businesses \n\n\n\nAssessing and implementing enabling technologies for transformation \n\n\n\nTransitioning manual\, country-specific models to a global\, standardized process with minimal exceptions
URL:https://www.freelivecpe.com/event/reinventing-finance-creating-a-modern-multi-entity-reporting-model/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T130000
DTEND;TZID=America/New_York:20260730T140000
DTSTAMP:20260704T142648Z
CREATED:20260704T142641Z
LAST-MODIFIED:20260704T142648Z
UID:10011346-1785416400-1785420000@www.freelivecpe.com
SUMMARY:Value-Based Enterprises: Achieving Margin\, Access\, & Value
DESCRIPTION:Health system leaders continue to face sustained margin challenges and growing constraints on patient access\, even as value-based performance expectations increase. This webinar will provide an overview of value-based enterprises (VBEs) and how they can be used to help align physicians\, operations\, and incentives around clearly defined\, measurable goals. \n\n\n\nDesigned for organizations at any stage of value-based maturity\, this session will demonstrate how health systems can launch focused VBE pilots\, build physician engagement\, and scale in a way that aligns with operational and financial goals. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe VBEs and distinguish them from traditional physician alignment models like employment arrangements\, co-management structures\, and standalone quality incentive programs.\n\n\n\nDiscuss practical approaches to VBE adoption\, including service line margin improvement\, patient access and throughput optimization\, and preparing for value-based reimbursement.\n\n\n\nOutline a phased approach for VBE implementation\, including considerations of performance measurement\, physician engagement\, and collaboration with legal and compliance stakeholders.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/value-based-enterprises-achieving-margin-access-value/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T130000
DTEND;TZID=America/New_York:20260730T140000
DTSTAMP:20260704T141118Z
CREATED:20260704T141111Z
LAST-MODIFIED:20260704T141118Z
UID:10011340-1785416400-1785420000@www.freelivecpe.com
SUMMARY:Back-to-basics: Debt Modifications and exchanges
DESCRIPTION:Webcast overview\n\n\n\nKPMG professionals will provide a back-to-basics accounting webcast on debt modifications and exchanges. Join us for a focused\, practical refresher on the accounting fundamentals of debt restructurings\, modifications\, and exchanges. Cutting through complexity\, we’ll walk through the ASC 470 models that drive decision-making—and what matters most in today’s environment.Learning Objectives: \n\n\n\nUpon completion of this webcast\, participants will be able to navigate the accounting models for debt restructurings and modifications under ASC 470. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-Based.Target Audience: CFO\, Controller\, VP Finance\, Chief Risk Officer\, Head of Internal Audit\, Crypto\, Digital AssetsField(s) of Study: Accounting – 21The 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 \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code PRNV25SWG83.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. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/back-to-basics-debt-modifications-and-exchanges/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T120000
DTEND;TZID=America/New_York:20260730T130000
DTSTAMP:20260711T132023Z
CREATED:20260711T132016Z
LAST-MODIFIED:20260711T132023Z
UID:10011360-1785412800-1785416400@www.freelivecpe.com
SUMMARY:Building the Program and Performing a Basic Risk Assessment
DESCRIPTION:1.0 CPE Credit in the field of Specialized Knowledge (SK) \n\n\n\nAs BDO’s Risk\, Resilience\, and Recovery Webcast Series continues\, join BDO’s Enterprise Risk Management (ERM) Solution team for an introduction to the core principles of ERM. We’ll examine the purpose of ERM\, key elements\, and stakeholders. We’ll outline how organizations can establish a practical foundation for their ERM program. We’ll also discuss the basic risk assessment process—from defining scope\, risk appetite\, and tolerance to gathering\, prioritizing\, reporting\, and assigning accountability for enterprise risks. \n\n\n\nLearning Objectives \n\n\n\n\nDefine the purpose\, key elements\, and stakeholder roles of an effective ERM program. \n\n\n\nExplain the steps involved in conducting a basic risk assessment and reporting results.\n\n\n\nIdentify common challenges and opportunities to mature ERM through alignment\, ownership\, participation\, and enabling technology..\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nCost: There is no fee to attend this session \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/building-the-program-and-performing-a-basic-risk-assessment/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T120000
DTEND;TZID=America/New_York:20260730T130000
DTSTAMP:20260711T125907Z
CREATED:20260711T125901Z
LAST-MODIFIED:20260711T125907Z
UID:10011358-1785412800-1785416400@www.freelivecpe.com
SUMMARY:M&A trends 2026: Midyear pulse update
DESCRIPTION:Key takeaways \n\n\n\nMultifaceted volatility has intensified in the first half of 2026. How are M&A leaders navigating this shifting landscape\, domestically and abroad? We’ll discuss: \n\n\n\nHow leading M&A executives are pivoting with respect to cross-border dealmaking\, with new insights \n\n\n\nThe unique character of M&A market volatility heading into the back half of 2026 \n\n\n\nA persistent opportunity for dealmakers with the middle and smaller ends of the market\, lessons learned\, and the path forward
URL:https://www.freelivecpe.com/event/ma-trends-2026-midyear-pulse-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T120000
DTEND;TZID=America/New_York:20260730T130000
DTSTAMP:20260704T142442Z
CREATED:20260704T142436Z
LAST-MODIFIED:20260704T142442Z
UID:10011345-1785412800-1785416400@www.freelivecpe.com
SUMMARY:Quarterly Insights: Q2 2026 Financial Services Outlook
DESCRIPTION:Join Forvis Mazars for an in-depth discussion of our Q2 2026 summer newsletter\, where we’ll present key findings and insights from the latest industry analysis. This session will highlight emerging trends\, regulatory developments\, and strategic challenges shaping the banking and financial services landscape. Our team will provide perspectives on market performance and the future outlook\, offering actionable takeaways for decision makers across the sector. The webinar is designed to equip leaders with a clear understanding of the current environment and its implications for the remainder of the year. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nAnalyze the key findings from the Q2 2026 summer newsletter to better understand current market dynamics.\n\n\n\nEvaluate the impact of regulatory changes\, economic conditions\, and emerging risks on financial institutions.\n\n\n\nIdentify strategic opportunities and challenges facing banks and financial service providers in the near term.\n\n\n\nApply insights learned to help inform decision making and strengthen organizational resilience in 2026 and beyond.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Finance field of study may be awarded upon verification of participant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/quarterly-insights-q2-2026-financial-services-outlook/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260730T110000
DTEND;TZID=America/New_York:20260730T120000
DTSTAMP:20260704T142327Z
CREATED:20260704T142321Z
LAST-MODIFIED:20260704T142327Z
UID:10011344-1785409200-1785412800@www.freelivecpe.com
SUMMARY:US Expansion Playbook: Capitalizing & Funding Ops
DESCRIPTION:Forvis Mazars\, in collaboration with Nelson Mullins\, invites you to a webinar focused on the critical considerations surrounding how capital moves into and out of a U.S. organization once a structure is in place. This session will explore capitalization strategies\, intercompany arrangements\, and the tax and documentation requirements that support them. Topics include treaty considerations\, transfer pricing\, Form W-8 requirements\, and practical do’s and don’ts for raising capital in the United States. Attendees will gain insights into how to maintain compliance as they prepare for investor and regulatory scrutiny. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify key intercompany agreements and governance documentation required to support cross-border capitalization and funding.\n\n\n\nDiscuss treaty eligibility\, Form W-8 requirements\, and transfer pricing considerations affecting payments between related entities.\n\n\n\nApply best practices for raising capital in the U.S.\, including investor readiness\, documentation discipline\, and common compliance missteps to avoid.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/us-expansion-playbook-capitalizing-funding-ops/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T140000
DTEND;TZID=America/New_York:20260729T150000
DTSTAMP:20260704T162820Z
CREATED:20260704T162813Z
LAST-MODIFIED:20260704T162820Z
UID:10011348-1785333600-1785337200@www.freelivecpe.com
SUMMARY:Bridging the resilience gap: Achieving effective BCM for the future
DESCRIPTION:Description: \n\n\n\nIn an increasingly volatile business landscape\, organizations face an intricate web of modern disruptions: geopolitical instability\, cyber conflicts\, and accelerating technological shifts. While most business continuity leaders report confidence in their resilience programs\, when disruption occurs\, dependency maps don’t hold up\, and recovery targets are missed. Traditional\, siloed approaches to continuity management often create an illusion of preparedness\, leaving critical operations unmapped and continuity plans untested\,  and exposing organizations to unforeseen vulnerabilities when a live crisis hits. \n\n\n\nIn this webinar\, we will share findings from Optro’s new survey of 500 business continuity leaders worldwide. Drawing on these insights\, we will examine why mature continuity frameworks still falter during major disruptions\, focusing on the hidden deficits in dependency visibility\, third-party risk architecture\, and cross-functional integration. We will discuss how the rapid adoption of artificial intelligence and automated systems is introducing entirely new failure modes that traditional resilience programs aren’t prepared to handle. Attendees will learn how to break down internal silos\, synchronizing risk disciplines\, and evolving BCM from a static exercise into a dynamic capability built for long-term operational resilience. \n\n\n\nLearning objectives:  \n\n\n\n\n Identify and diagnose the “Resilience Gap” within your own organization by evaluating the common friction points between internal confidence metrics and actual operational readiness during a disruption.\n\n\n\nArchitect an integrated dependency framework that moves beyond basic contract management to map upstream and downstream processes and evaluate their criticality to your organization.\n\n\n\nNavigate regulatory requirements for business continuity\, resiliency\, and testing to maintain compliance and provide value to your organization.\n\n\n\n\nCPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand. \n\n\n\nField of study: Management Services \n\n\n\nInstructional delivery method: Group Internet Based \n\n\n\nLevel: Basic \n\n\n\nPrerequisite: None \n\n\n\nAdvanced preparation: None  \n\n\n\n*Click here for more CPE information.
URL:https://www.freelivecpe.com/event/bridging-the-resilience-gap-achieving-effective-bcm-for-the-future-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T140000
DTEND;TZID=America/New_York:20260729T150000
DTSTAMP:20260704T140944Z
CREATED:20260704T140938Z
LAST-MODIFIED:20260704T140944Z
UID:10011339-1785333600-1785337200@www.freelivecpe.com
SUMMARY:The Future of FP&A: From Forecasting to Value Steering
DESCRIPTION:Webcast overview\n\n\n\n As organizations navigate market shifts\, this webcast explores how forward-thinking finance leaders are leveraging AI to transition from static planning to dynamic\, strategic enterprise value steering. \n\n\n\nLearning Objectives: \n\n\n\nSpeakers will help attendees: \n\n\n\n\nTransition to continuous\, signal-driven forecasting: Replace static\, calendar-based planning with trusted\, AI-enabled insights allowing for faster\, more proactive decisions. \n\n\n\nEvolve FP&A into an enterprise integrator: Move beyond basic reporting to high-stakes decision stewardship\, connecting demand\, supply\, and capital to drive value-based trade-offs across the business. \n\n\n\nCultivate tomorrow’s “financial athletes”: Identify actionable steps needed today to build an agile\, tech-enabled workforce equipped with the skills for an AI-driven future. \n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOsField(s) of Study: Finance – 43The 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 \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code XBNVXPTYKJ5.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. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/the-future-of-fpa-from-forecasting-to-value-steering/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T143000
DTSTAMP:20260711T140218Z
CREATED:20260711T140211Z
LAST-MODIFIED:20260711T140218Z
UID:10011365-1785330000-1785335400@www.freelivecpe.com
SUMMARY:Future of Fintech: Cyber\, Digital Assets\, and AI Use Cases
DESCRIPTION:Event details\n\n\n\nFinancial services organizations are navigating rapid technological change\, evolving regulatory expectations\, and increasing pressure to innovate while managing risk. As fintech capabilities mature and emerging technologies become more deeply integrated into business operations\, leaders must be able to make informed decisions about AI\, cybersecurity\, digital assets\, and regulatory compliance. \n\n\n\nJoin us on Wednesday\, July 29\, when industry specialists will examine several significant developments shaping the future of financial services and provide practical perspectives that organizations can apply as they evaluate strategic opportunities and operational challenges. \n\n\n\nFirst\, cybersecurity specialists will discuss the opportunities and threats of frontier models and explore how financial services organizations can use advanced technologies while strengthening cybersecurity practices\, improving oversight\, and addressing evolving regulatory expectations. \n\n\n\nNext\, speakers will examine the potential impact of the Digital Asset Market Clarity Act of 2025 (CLARITY Act) and share practical implications\, including compliance ownership\, risk-sharing with banking partners\, and evolving oversight expectations on fintech organizations and bank-fintech relationships\, for fintechs operating in banking as a service\, embedded finance\, and the digital asset ecosystem. \n\n\n\nLastly\, presenters will focus on opportunities for implementing AI and use cases through a governable\, responsible optimization framework that prioritizes return on investment (ROI). Attendees can gain practical approaches for identifying impactful use cases\, evaluating AI investments through an ROI-focused lens\, and implementing governance practices that support accountability\, transparency\, and sustainable execution. \n\n\n\nLearning objectives\n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nAnalyze emerging AI-driven cyber risks affecting banking\, fintech\, and financial services organizations and determine their potential impact on operations\, compliance\, and risk management\n\n\n\nEvaluate AI governance\, cybersecurity\, and regulatory considerations associated with frontier AI technologies and recommend approaches that support operational resilience and oversight\n\n\n\nIdentify key regulatory and supervisory implications of the CLARITY Act for fintech organizations and bank-fintech partnerships\n\n\n\nDistinguish compliance\, risk management\, and oversight responsibilities between fintech organizations and their banking partners\n\n\n\nAssess compliance and operational investment priorities that support growth while aligning with market opportunities and regulatory expectations for digital assets\n\n\n\nIdentify practical approaches for transitioning AI initiatives from experimentation to measurable and repeatable business outcomes\n\n\n\nEvaluate AI use cases using an ROI-focused framework to support decision-making and investment prioritization\n\n\n\nRecognize governance and execution practices that promote accountability and oversight throughout AI initiatives\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Basic \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Specialized knowledge \n\n\n\nThis session is recommended for 1.5 hours of CPE credit. \n\n\n\nNote: 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. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/future-of-fintech-cyber-digital-assets-and-ai-use-cases/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Management Services
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260626T211326Z
CREATED:20260626T211316Z
LAST-MODIFIED:20260626T211326Z
UID:10011314-1785330000-1785333600@www.freelivecpe.com
SUMMARY:Engineering & Construction Webcast: Data Alignment\, ERP Modernization\, and AI Readiness
DESCRIPTION:Webcast overview\n\n\n\nJoin us on Wednesday\, July 29\, 2026\, from 1:00 p.m. to 2:00 p.m. ET for an Engineering & Construction (E&C) webcast.  \n\n\n\nAs infrastructure investment\, data-center growth\, and large-scale capital projects accelerate\, many organizations find legacy ERP systems and fragmented data hindering visibility\, agility\, and informed decision-making.  \n\n\n\nIn this session\, KPMG will discuss industry trends\, common pain points\, and best practices for establishing a robust ERP foundation\, improving data consistency\, and embedding AI readiness into your transformation strategy.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the key market trends fueling growth and investment across engineering\, construction\, and utilities\n\n\n\nRecognize the operational challenges posed by legacy systems and disconnected data environments\n\n\n\nExplain why a modernized ERP platform is critical for scaling operations and supporting strategic objectives\n\n\n\nDescribe how improved data consistency enhances forecasting\, planning\, and real-time decision-making\n\n\n\nArticulate the purpose and benefits of Phase 0 (early-stage) planning in large-scale transformation programs\n\n\n\nOutline the foundational requirements and emerging use cases for AI adoption in E&C and utilities organizations\n\n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFOs\, CIOs\, CTOs\, CDOs\, COOs\, and senior leaders across finance\, IT\, FP&A\, and enterprise applications within Engineering & Construction and utilities organizationsField(s) of Study: Specialized Knowledge – 85The 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 \n\n\n\nPolicies & Questions \n\n\n\nRefund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code H2NQR3FRPS9.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. \n\n\n\nKPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417. www.nasba.org
URL:https://www.freelivecpe.com/event/engineering-construction-webcast-data-alignment-erp-modernization-and-ai-readiness/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260711T144258Z
CREATED:20260620T205808Z
LAST-MODIFIED:20260711T144258Z
UID:10011294-1785330000-1785333600@www.freelivecpe.com
SUMMARY:From Data to Decisions: Enhancing Financial Insight with Data\, Strategy\, and AI
DESCRIPTION:Event Overview\n\n\n\nNonprofit leaders face growing financial pressure — yet too often\, the data they need to act is scattered\, delayed\, or hard to interpret. This session explores how the evolution of data tools and practices is changing the way organizations turn financial information into clear\, timely insight. We’ll explore how the right combination of technology and strategy can remove decision bottlenecks and empower leadership to act with confidence.   \n\n\n\nWalk through a real-world nonprofit case study to see how aligning data\, governance\, and decision-making can drive faster\, clearer outcomes\, without unnecessary risk or experimentation. \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/from-data-to-decisions-enhancing-financial-insight-with-data-strategy-and-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260620T125424Z
CREATED:20260620T125419Z
LAST-MODIFIED:20260620T125424Z
UID:10011290-1785330000-1785333600@www.freelivecpe.com
SUMMARY:From awareness to action: increasing financial wellness\, employee engagement
DESCRIPTION:“Rewards that work” is an EY Tax webcast series exploring emerging trends shaping employee rewards\, wellbeing and workforce strategy. \n\n\n\nIn the second webcast\, panelists will examine how leading organizations can move from offering financial wellness programs to actively encouraging meaningful employee engagement. Despite growing investment in these programs\, many organizations struggle to translate availability into sustained participation and impact. When engagement is effectively activated\, organizations can realize measurable return on investment through improved retention\, increased productivity\, and greater utilization of employer-sponsored benefits. This webcast will explore: \n\n\n\n\nThe key drivers of awareness and why many programs fail to reach employees\n\n\n\nHow to embed financial wellness into moments that matter across the employee lifecycle\n\n\n\nLeading practices to sustain engagement through experience\, partnerships and ecosystem design\n\n\n\n\nDrawing on external research and real-world client experience\, we will introduce a practical framework to help organizations increase engagement across the full employee lifecycle\, from initial awareness to sustained usage. Panelists will highlight proven practical approaches that can be used within existing programs\, focusing on how to activate engagement\, not just enable it. \n\n\n\nThis session is designed for organizations looking to close the gap between program investment and employee outcomes. If you are a leader in HR\, Benefits/Total Rewards\, Tax\, Wellbeing\, Risk/Internal Audit\, or Payroll\, this session will provide practical insight into how to drive measurable impact from your financial wellness strategy. \n\n\n\nLearning objectives \n\n\n\nIdentify key drivers of awareness and engagement in employee financial wellness programs; recognize how organizations can embed financial guidance into critical decision points and moments that matter across the employee lifecycle; evaluate leading practices and operational levers that improve participation\, sustained engagement\, and overall program effectiveness. \n\n\n\nPanelists\n\n\n\n\nCinda Boyd\, Senior Manager\, EY Personal Finance\, Ernst & Young LLP\n\n\n\nVictor Rios\, Senior Manager\, EY Personal Finance\, Ernst & Young LLP\n\n\n\n\nEY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group\, Washington\, DC: Lynn Fairfax \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & Cancellations: This course is offered free of charge\, therefore there are no refunds given. In the event that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & Young LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/from-awareness-to-action-increasing-financial-wellness-employee-engagement/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T120000
DTEND;TZID=America/New_York:20260729T130000
DTSTAMP:20260627T125742Z
CREATED:20260627T125735Z
LAST-MODIFIED:20260627T125742Z
UID:10011316-1785326400-1785330000@www.freelivecpe.com
SUMMARY:Credit Quality & Red Flags for Deteriorating Loans
DESCRIPTION:Credit unions often recognize loan problems too late because early warning signs are subtle\, fragmented\, or misunderstood\, leading to reactive rather than proactive credit risk management. Join us for an informative presentation as we provide a practical overview of current credit quality and how to identify early warning signs of deterioration within a loan portfolio. We’ll explore the indicators that signal emerging borrower distress\, structural weaknesses\, or declining repayment capacity. In addition\, we’ll discuss how to recognize behavioral\, financial\, and collateral‑related red flags\, interpret financial trends that may forecast future problems\, and apply sound credit risk principles to help strengthen portfolio oversight. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDescribe how to assess credit quality using key financial\, operational\, and structural indicators.\n\n\n\nRecognize early red flags that signal potential loan deterioration.\n\n\n\nApply practical techniques for monitoring borrower performance.\n\n\n\nEmploy effective credit risk judgment to help identify and address potential emerging loan issues.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/credit-quality-red-flags-for-deteriorating-loans/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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