Free Live CPE Calendar

Overview of Sage Intacct 2024 Release 3
2024-08-14 16:00 - 17:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Get the Full Potential Out of Sage Intacct’s 2024 Release 3

Join Armanino’s Sage Intacct experts as they highlight the latest release features and discuss enhancements to unlock your organization’s full potential and help you get the most out of your Sage Intacct solution.

Learning Objectives:

Identify the new release features of your solution

Demonstrate the new user experience and navigation to ease adoption

Manage the latest release of the solution to maximize its potential

Speakers

Jenn Bowman, Manager, Technology Consulting, Armanino

Todd Bowlsby, Senior Manager, Technology Consulting, Armanino

Participants will earn 1 CPE credit*(Field of Study: Computer Software and Applications)

Real Estate Tax Chat: A Focus on Pillar 2 and the Proposed Section 987 Regulations
2024-08-14 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Join KPMG LLP (KPMG) for a Real Estate Tax Chat focused on the impact of Pillar 2 and the Proposed Section 987 regulations on real estate investments. Our session will focus on the following topics:

An overview of the “Excluded Entity” analysis that must be undertaken for each entity in a multinational group to determine if the group has any entities whose income is not excluded from the Pillar 2 rules

An overview of the Proposed Section 987 Regulations

The session will be hosted by KPMG Building, Construction Real Estate U.S. Tax Industry Leader, Martin Griffiths, and will feature professionals from the KPMG Washington National Tax practice.

Consumer & Retail Executive Insights: The future of seamless commerce
2024-08-14 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Retailers are making significant progress in improving their strategies and capabilities for a seamless shopping experience. They aim to stand out and become the future leaders in the retail industry. The message is clear—meet customers wherever they are and offer seamless experience across all channels. We are pleased to invite you to our next Consumer and Retail Executive Insights webcast, The future of seamless commerce, where we will focus on the trends that have emerged and how retailers are responding to deliver on consumer demands.

We have a great executive panel to bring insights to the following important topics:

How retailers are cracking the code on how to unify data across channels and occasions.

The evolving role of the store and how it is at the center of e commerce

Retailers reorientation from channel to customer

NICRA VS DE MINIMIS RATE
2024-08-14 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
OVERVIEW

This session will take an in-depth look at the key considerations for obtaining a Negotiated Indirect Costs Rate Agreement (NICRA) for Federal Grants vs using the De Minimis Rate, especially with the increase from 10% to 15%.

PRESENTER

Kimberly Maxwell, CPA, Partner, Marcum LLP

CPE CREDITS

Program DescriptionNICRA vs De Minimis RateImportant Notice Regarding CPE:Learning ObjectivesIdentify the different types of indirect ratesArticulate advantages and disadvantages of using the De Minimis RateIdentify the basics for what is involved in obtaining a NICRAInstruction Delivery MethodGroup Internet BasedRecommended CPE Credit1 CreditRecommended Field of StudyAuditingPrerequisitesBasic knowledge of NICRA and De Minimis RatesProgram LevelOverviewAdvance PreparationNoneCancellation PolicyYou may cancel your registration at any time prior to the event.Complaint Resolution PolicyFor more information regarding refund, concerns and program cancellation policies, please contact our offices at erin.crowley@marcumllp.com.Marcum 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.

Critical Unclaimed Property Updates
2024-08-14 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

KPMG LLP is pleased to invite you to an informative TaxWatch webcast that will discuss recent developments in unclaimed property enforcement and impactful developments in several states.

Please join leaders from KPMG’s National Unclaimed Property practice for a one-hour webcast to learn more about critical unclaimed property updates, including:

Statutory and regulatory changes impacting company compliance programs ahead of the upcoming Fall compliance cycle.

Intersections between unclaimed property and information reporting requirements;

Recently enacted legislation and enforcement trends impacting examinations and compliance efforts;

New rounds of VDA invitation letters and compliance notices being sent by states, as well as considerations for companies receiving such correspondence; and

Building a tech stack strategy and leveraging AI
2024-08-14 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Build a comprehensive tech stack strategy that streamlines your tools and improves overall efficiency. Learn how to identify the key components of their tech stack, evaluate the effectiveness of their current tools, and develop a plan for optimizing their workflow. Also, get an advanced look at the industry’s most pressing opportunities and challenges with an in-depth look at what artificial intelligence means to your practice and your clients. Learn how AI can help enhance business operations, build client relationships, and increase profits.

Identify the key components of your tech stack and evaluate the effectiveness of your current tools.

Develop a plan for streamlining your workflow and reducing complexity.

Evaluate new tools and technologies and determine the impact on existing workflows.

Implement strategies for integrating new tools and technologies into your existing tech stack.

Fuse your tech stack and data strategy to provide more insightful and efficient advisory services.

Recognize how AI can help you provide valuable advisory services to your clients.

Analyze how AI can help increase profitability for accounting firms.

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Information Technology – Technical

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).credit.

Distressed debt tax challenges
2024-08-14 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event overview

Distressed debt investors face tax consequences.

In an era of booming private credit driven by a challenging economic climate and high interest rates, holders of distressed debt instruments now face numerous tax issues. Private credit and debt funds that invest in distressed debt investments are particularly affected as debt is exchanged or refinanced.

Join our national M&A tax advisors for a discussion about the technical tax and practical tracking considerations now faced by distressed debt investors.

Learning objectives:

Understand interest nonaccrual and bad debt deductions.

Learn about various approaches to typical workouts and consequences to holders.

Briefly discuss consequences for issuers, particularly for partnerships and potential impact to investors.

Register today and learn how to navigate the complex landscape of distressed debt tax implications.rpose trusts during this comprehensive webcast. Reserve your seat today!

Indirect tax & unclaimed property: Potential cash refund opportunities
2024-08-14 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Indirect taxes and unclaimed property (UP) compliance obligations can have a significant impact on your business operations. Many companies struggle to manage compliance and reporting effectively, often resulting in indirect tax overpayments and missed opportunities for UP asset recoveries. We’ll discuss:

Managing indirect tax protests and refunds to identify potential cash recovery opportunities

Technology solutions for identifying and quantifying indirect tax refunds and liability reductions

Leading practices on managing UP compliance processes and asset recovery opportunities and nuances related to recovering property for holders in complex industries

Technology Innovations for Improving Family Office Operations
2024-08-14 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for the next webcast in the 2024 Private Client Services Series.

Join BDO and Family Office Exchange (FOX) as they explore the latest advancements in technology impacting the Family Office sector. Our panelists will offer insights on the most common tools used in family offices for investment and financial reporting, while also looking at strategies for gaining efficiencies and insights for improving operational effectiveness.

Q3 2024 Quarterly sustainability webcast 2
2024-08-14 11:00 - 12:30 | Free Live CPE Webinars, New York, NY, 10001, United States
Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad.

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

Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members, CFOs, COOs, and CEOs.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the August 8 and August 14 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Simplifying the property puzzle: Unclaimed property vs. property tax
2024-08-14 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
In recent years, state and local governments have ramped up their focus on unclaimed property and property tax as states look for ways to increase revenues. Understanding these areas is crucial for businesses looking to optimize their financial strategies and ensure compliance.

Join our upcoming webinar where Baker Tilly and Cantrell McCulloch, Inc. professionals will outline the basics of unclaimed property and property tax, including their similarities and differences. We’ll explore how companies can review their records to mitigate risk, actionable insights for companies to ensure compliance with past due liabilities or challenge assessments and how to navigate state or county inquiries.

Learning objectives:

Understand the basic principles and rules of unclaimed property and property tax

Identify the key similarities and differences between unclaimed property and property tax

Determine potential unclaimed property or property tax issues within your company

Understand potential options for compliance and effectively responding to state inquiries or assessments

CPE Credit: 1 credit

Recommended field of study: Specialized knowledge

Level: Basic

A certificate of completion will be emailed to you four to six weeks following the event. 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.

How Your Advisory Firm Can Unlock Team Potential and Boost Profits with Artificial Intelligence
2024-08-13 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join Tina McGill, CPA and owner of MMAS CPA a successful client advisory firm – as she shares how leaning into new artificial intelligence-enabled features and automation has saved her team hours every month and unlocked deeper insights for her clients. Additionally, gain insights into the team structures she has implemented to maximize efficiency and profitability for her firm. This webinar is designed for advisory firms looking to enhance their business insights and advisory operations to increase their bottom line using cutting-edge technology.

Learn how to incorporate artificial intelligence into your advisory firm’s operations with Jirav and ADP to save time, improve efficiency and offer differentiated client experiences.

Discover how AI can provide faster and better financial insights for clients to help them grow their business and be more profitable.

Determine the staff resourcing and team structures you can put in place to maximize team productivity.

Delivery Method: Group Internet

Course Level: Basic

Field of Study: BMO

Prerequisites: None

This course is approved for 1 CPE credit.

Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).edit hour.PE credit.

The SOCial Hour – Tips to Help You Prepare for Your First SOC 2 Examination
2024-08-13 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Navigating your first SOC 2 examination can be a challenge. The process will differ based on your organization’s needs, and there are items your organization should be aware of when undergoing a SOC 2 examination for the first time. Join our SOC and HITRUST leaders at Forvis Mazars with our next SOCial Hour, as we share tips and tricks to help you prepare for your first SOC 2 examination.

Learning Objectives

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

Identify the SOC 2 trust services categories that best suit their company’s needs.

List and analyze a series of common items and concerns to consider in preparation for undergoing a SOC 2 examination for the first time.

Outline a project plan and timeline for a successful SOC 2 examination.

CPE Information

1.00 CPE Credit (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.

Best Practices in Grant Management
2024-08-13 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

The nonprofit sector faces unique challenges in effectively managing grants, which are crucial for funding various programs and initiatives. This webinar provides an in-depth exploration of best practices in grant management to help nonprofit organizations maximize their funding potential, ensure compliance, and achieve their mission more efficiently.

End-of-Life Technology Planning: How to Determine What Comes Next
2024-08-12 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event Overview

There are few things more stress-inducing as a leader than realizing a core business system like your ERP is reaching the end of life or will no longer be supported. A key strategy to remaining relevant and competitive is having an up-to-date, modernized technology stack on your side – and this is especially true in your finance department. Whether you are a current Microsoft Dynamics GP or QuickBooks Desktop user facing the dreaded end of life (EOL) in the next couple of years or have been limping along on a legacy accounting system with minimal patches for a while now, it’s time to get serious about your technology planning.

Join our webinar as we dive into the dangers of legacy and sunsetting systems like Dynamics GP, how to put a proactive plan in place to mitigate risk and downtime, and what actions to start taking now to prepare your organization for the next phase of technology in your finance department.

Learning Objectives

Provide an overview of the technology lifecycle and how to navigate the stages of an end-of-life system.

Determine considerations for midmarket accounting systems nearing the end of the technology lifecycle.

Explore how legacy accounting systems put your organization at risk and hinder your ability to remain agile, secure, and competitive – particularly in the AI Era.

Discuss best practices for evaluating new technologies and building a long-term technology plan for your ERP.

Explore action steps to embrace modernization across your organization and align it to your strategic objectives.

AAA 2024 Annual Meeting
2024-08-10 00:00 - 2024-08-14 23:59 | Marriott Marquis Washington DC, 901 Massachusetts Ave NW, Washington, DC, 20001, United States
Get ready for a thought-provoking experience with our diverse lineup of speakers. This event offers a unique opportunity to engage and gain valuable insights into the ever-evolving landscape of accounting and beyond.

We invite you to join your AAA community at the in-person 2024 Annual Meeting to be held in downtown Washington, DC. The Meeting will take place at the Marriott Marquis Washington, DC and the Westin Washington, DC Downtown Hotel with a focus on “Revolutionizing Accounting Education”.

Plenary Speaker, Stephen M. R. Covey, Monday, August 12, 2024Trust & Inspire

2024 Conference on Teaching and Learning in Accounting: Saturday, August 10 – Sunday August 11.

2024 AAA Annual Meeting: Monday, August 12 – Wednesday, August 14.

2024 AAA Annual Meeting Pre-Conference Events: Saturday, August 10 & Sunday, August 11.

2024 AAA Career Center at the Annual Meeting: Saturday, August 10 – Tuesday, August 13.

CPE Information: The total number of CPE Credits an attendee can earn is To Be Determined. To be awarded the full credit hours you must check-in via the Meeting app and fill out the CPE form that is emailed to you following the Meeting.

Tax in a time of transition: legislative, economic, regulatory and IRS developments
2024-08-09 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations.

Join us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic, legislative and regulatory environment. In this regularly occurring webcast series, panelists will provide updates on:

The US economy and tax policy

What’s happening at the IRS

Breaking developments

We hope you will be able to join us.

Midyear Economic Update & Outlook
2024-08-08 15:00 - 16:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join Forvis Mazars Private Client for an insightful webinar as we host a panel discussion covering what we’ve seen in the economy’s first half of 2024 and where the second half may take us.

Services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP.

Learning Objectives

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

Describe the current state of the economy.

Discuss the economic outlook for the second half of 2024.

Identify trends that moved financial markets in the first half of 2024.

Explain broad asset class returns for the first half of 2024.

CPE Information

1.00 CPE Credit (pending approval)

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

Stock repurchase excise tax proposed regulations - implications to US Japanese companies
2024-08-08 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

Japanese language webcast regarding the newly proposed regulations concerning the one percent excise tax on stock repurchases, enacted as part of the Inflation Reduction Act of 2022. Japanese Practice Tax professionals, Michio Suzuki and Nobuhiro Okada provide updates and offer insights on the implications to Japanese companies operating in the US.

AI and GenAI: Revolutionizing internal audit, risk, and controls
2024-08-08 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
In this ever-evolving digital landscape, internal audit, risk, and controls professionals are leveraging advanced technologies to provide value. But how are artificial intelligence (AI) and Generative AI (GenAI) technologies transforming the way risk and controls are managed? We’ll discuss:

An overview of AI and GenAI technologies and their real-world applications

How these technologies are affecting businesses and providing much-needed insight and capabilities to risk management professionals

Related real-world risks and how organizations can be prepared to address these risks while also harnessing the power of AI

Q3 2024 Quarterly sustainability webcast 1
2024-08-08 13:00 - 14:30 | Free Live CPE Webinars, New York, NY, 10001, United States
Join our sustainability specialists for the next quarterly discussion of the latest ESG accounting and reporting developments in the US and abroad.

If you are not able to join our webcast on August 8, register for another session on August 14.

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

Who should attend: Controllers; finance directors; others with roles in accounting, financial, and ESG reporting, including sustainability officers, investor relations, audit committee and board members, CFOs, COOs, and CEOs.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the August 8 and August 14 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Overcoming Organizational Crisis at Laguna Honda Hospital
2024-08-08 13:00 - 14:15 | Free Live CPE Webinars, New York, NY, 10001, United States
Explore effective strategies to navigate organizational challenges and achieve stability, even amongst the greatest of healthcare crises. From emergency-driven situations to regulatory issuances and legislative impacts, health care organizations are facing unprecedented challenges. Operational emergencies, such as staffing shortages and quality and safety issues, further compound the complexity of the landscape and leave many organizations desperate for relief.

Join us for our webcast, Overcoming Organizational Crisis at Laguna Honda Hospital, as San Francisco Health Network executives discuss a real-life example of organizational crisis and guide you through proven strategies that empower health care organizations to drive change during times of uncertainty and prepare for what’s next on the horizon.

Crypto and digital asset information reporting - August 2024
2024-08-08 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Recently released final regulations and accompanying notices require brokers to report sales and exchanges of digital assets beginning in calendar year 2025. Further, cost-basis reporting will be required by certain brokers for transactions occurring on or after January 1, 2026. This timeline, as well as the complexity of the requirements, presents challenges not only to centralized cryptocurrency exchanges, but also to traditional financial institutions and many others. Firms across the spectrum will need to determine how the new regulatory requirements impact any existing processes and technology, from customer onboarding to reporting.

Join EY for a webcast discussion of the regulatory requirements and implementation considerations. Agenda topics will include:

The effective date

Definitions of “broker” and “digital asset”

Due diligence requirements

Information reporting requirements

Basis reporting rules

Considerations for operationalizing the requirements

Transitional rules in Notices 2024-56 and 2024-57

Panelists

Tara Ferris, Principal, Information Reporting and Withholding/Customer Tax Operations and Reporting Services Leader, Ernst & Young LLP

Uri Benjamin, Principal, Information Reporting and Withholding/Customer Tax Operations and Reporting Services, Ernst & Young LLP

Jonathan Jackel, Managing Director, Information Reporting and Withholding/Customer Tax Operations and Reporting Services, Ernst & Young LLP

Ryan Blewitt, Managing Director, Information Reporting and Withholding/Customer Tax Operations and Reporting Services, Ernst & Young LLP

Seth Poloner, Managing Director, Information Reporting and Withholding/Customer Tax Operations and Reporting Services, Ernst & Young LLP

Moderator

Thomas Shea, Principal, Financial Services Crypto Tax Leader, Ernst & Young LLP

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

Excel Hurdles? Ditch the Spreadsheets and Win.
2024-08-08 13:00 - 14:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Learning Objectives

Review the key requirements for lease accounting after the transition to ASC 842

Identify hidden risks when using Excel for your organization’s lease accounting

Explore the benefits of a purpose-built lease accounting software and a seamless integration between your chosen lease accounting solution and your ERP

Share-Based Compensation: Insights from GEO Global Share Plans Ranking Study
2024-08-08 12:00 - 13:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Webcast overview

We are excited to invite you to a live webcast where we will explore the growing utilization of share-based compensation as a powerful tool for talent retention. As companies increasingly seek to deliver share-based compensation globally, understanding the administrative complexities and identifying share plan-friendly jurisdictions becomes crucial. Join us for a discussion on this first-of-its-kind study, sponsored by KPMG and other leading firms, to gain valuable insights from Global Equity Organization’s (GEO) new Global Share Plans Study.

During this webcast, our panel of professionals from the KPMG Global Reward Services practice, GEO, and Rutgers University will discuss the following topics:

How you can leverage the report to make informed decisions on extending plans into new countries or improving equity compensation uptake in your region.

2024 higher education trends
2024-08-08 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Colleges and universities face a number of complex issues that require them to adapt and evolve. This 2024 higher education trends webcast examines the trends sculpting the landscape of higher education in America today, regardless of geography, institutional type, or brand. We’ll discuss:

The outcomes era: Articulating a compelling value proposition.

Who will be president? Higher education’s accelerating leadership crisis.

A new playing field: The changing landscape of college athletics.

The future of artificial intelligence in higher education: Embracing disruptive innovation.

At the academic core: The rising influence and risks of public–private partnerships.

Plan Sponsor ESOP Accounting – Advanced Sponsor Topics
2024-08-08 11:00 - 12:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Join us for an informative webinar as we discuss accounting for warrants and stock appreciation rights issued during ESOP transactions. We’ll also explain the applicability of push-down accounting for certain ESOP transactions.

Learning Objectives

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

Distinguish between debt and equity instruments

Discuss how to properly account for and disclose debt and equity instruments in financial statements

Explain the applicability of push-down accounting for ESOP transactions

CPE Information

1.00 CPE Credit (pending approval)

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

10 CPE - 2024 Government & Public Sector Virtual Conference
2024-08-08 10:00 - 16:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Register for Our Upcoming Virtual Conference!

Overview

Join us as we discuss various hot topics, recent developments and proposed updates tailored to the government and public sector. Programming will open with our GASB update and include guest speakers.

Who Should Attend

This conference content is designed for anyone responsible for financial accounting and reporting for governments and anyone interested in protecting and improving the efficiency and effectiveness of your government or public sector organization.

CPE Accreditation

Delivery Method | Group Internet BasedRecommended CPE Credit | Up to 10 hours of CPE, pending approval Recommended Field(s) of Study | Accounting (Governmental), Specialized Knowledge, Auditing, Management Services, Information TechnologyCPE Capabilities | Technical Expertise/ Problem Solving, Business DevelopmentPrerequisites | None Program Level | Basic Advanced Preparation | None

Attendees who participate in full will receive one hour of CPE per session, free of charge. View sessions for the learning objectives. Sessions will occur on different days, so please be sure to select all sessions you wish to attend.

Agenda At-a-Glance

Attendees who participate will receive one hour of CPE for each session selected and attended.

August 7, 2024 Sessions

2024 GASB Update and Implementation Roadmap

Wednesday, August 7, 2024, 10:00 AM – 11:00 AM

Helping New Leaders Manage Risk: The Value of a Risk & Compliance Diagnostic

Wednesday, August 7, 2024, 11:00 AM – 12:00 PM

Unlocking Evidence: OMB’s new Uniform Grants Guidance

Wednesday, August 7, 2024, 12:00 PM – 1:00 PM

Fraud, Waste and Abuse in the Governmental Sector

Wednesday, August 7, 2024, 2:00 PM – 3:00 PM

Data Analytics and The Art of the Possible

Wednesday, August 7, 2024, 3:00 PM – 4:00 PM

August 8, 2024 Sessions

Trust in Government: Where Are We? Where Do We Go from Here?

Thursday, August 8, 2024, 10:00 AM – 11:00 AM

Crafting an Impeccable ACFR and Tips for Modernization

Thursday, August 8, 2024, 11:00 AM – 12:00 PM

Managing Cybersecurity Risk in the Public Sector

Thursday, August 8, 2024, 12:00 PM – 1:00 PM

Navigating the World of Indirect Cost and Maximizing Grant Funding

Thursday, August 8, 2024, 2:00 PM – 3:00 PM

Value Analysis: A Case Study in Driving Customer Value

Thursday, August 8, 2024, 3:00 PM – 4:00 PM

Time Zone: (UTC-04:00) Eastern Time (US & Canada) [Change Time Zone]

Register Now!

For more information, please contact Ashley Prusak at ashley.prusak@cbh.com.

Part 2: Tax effects of the new NIL landscape
2024-08-07 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
Event details

The college athletics landscape continues to shift toward educational institutions’ direct involvement in name, image, and likeness (NIL) rules and revenue-sharing arrangements with student-athletes.

Join us for this second webinar on tax considerations for educational institutions due to changes in NIL rules. Our specialists will further discuss shared responsibilities for tax directors and athletics departments to address issues and minimize risks in this changing environment.

Learning objectives

After participating in this session, attendees should be able to:

Recognize the tax implications of NIL activities based on the nature of the potential payments, including the individual income tax impact of royalty payments versus employee compensation, and payroll tax obligations for institutions, including excess executive compensation, withholding requirements, and reporting obligations at the foreign, state, and local levels.

Describe the recent legislative, regulatory, and legal activity and newly implemented institutional guidance related to changes in NIL rules and their impact on colleges and universities with athletic programs since the announcement of the House settlement.

Identify potential tax-exempt status, private benefit, and unrelated business income tax issues that might affect educational institutions when compensating student-athletes for their name, image, and likeness, focusing on  how these issues might vary for schools of different sizes.

Revitalizing and bringing purpose to tax compliance
2024-08-07 14:00 - 15:00 | Free Live CPE Webinars, New York, NY, 10001, United States
We have seen recent shifts in how leading organizations are transforming their compliance functions to realize new value: adopting a consolidated or enterprise approach to preparing tax returns; and leveraging the tax provision process to jumpstart and accelerate compliance. In this session we will explore these in more detail and how tax leaders can bring a purposeful approach to tax compliance. We’ll discuss:

Connecting provision and compliance processes

Streamlining international tax compliance

Extracting value from the tax compliance process
