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DTSTART;TZID=America/New_York:20251029T100000
DTEND;TZID=America/New_York:20251029T110000
DTSTAMP:20260607T162018
CREATED:20251019T182443Z
LAST-MODIFIED:20251019T182448Z
UID:10010054-1761732000-1761735600@www.freelivecpe.com
SUMMARY:OB3 Impacts: CFC Income Updates & BEAT Planning
DESCRIPTION:Join the International Tax team from Forvis Mazars for sessions focused on new legislation from the One Big Beautiful Bill Act (OB3 or OBBBA) impacting multinational enterprises (MNEs). These informative presentations are designed to deepen technical understanding and provide practical planning insights for CFOs\, VPs of tax\, tax directors\, controllers\, and those seeking to learn more about OB3. This first session will cover key updates to controlled foreign corporation (CFC) income rules and the Base Erosion and Anti-Abuse Tax (BEAT). In addition\, we’ll explore planning strategies for base erosion payments\, service cost allocations\, and their interaction with domestic tax rules\, including bonus depreciation and Sections 174 and 163(j). \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nExplain new CFC income definitions and their impact on the Foreign Tax Credit (FTC).\n\n\n\nIdentify BEAT changes and planning strategies to help mitigate the minimum tax.\n\n\n\nRecognize how BEAT and CFC rules interact with domestic tax provisions.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (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/ob3-impacts-cfc-income-updates-beat-planning/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T110000
DTEND;TZID=America/New_York:20251029T120000
DTSTAMP:20260607T162018
CREATED:20251003T235915Z
LAST-MODIFIED:20251011T124724Z
UID:10009927-1761735600-1761739200@www.freelivecpe.com
SUMMARY:Unlocking the Full Power of Dynamics 365 CRM
DESCRIPTION:Modern revenue teams are under pressure to do more with less: drive growth\, deepen customer loyalty\, and prove ROI with defensible data. This webinar explores how Microsoft Dynamics 365 Customer Engagement (CE)\, also known as Dynamics 365 CRM\, can help organizations meet those demands with confidence and control. \n\n\n\nJoin Microsoft-certified professionals from Forvis Mazars for a walkthrough of Dynamics 365 CE\, including its modular capabilities\, integration strengths\, and proven implementation strategies. Whether you’re considering CRM options or enhancing your current environment\, this session can help you unlock the full power of Dynamics 365 Sales. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify the core capabilities of Microsoft Dynamics 365 CRM.\n\n\n\nRecognize how Dynamics 365 CE integrates with Microsoft Outlook\, Teams\, and the Power Platform to help streamline collaboration and reduce administrative effort.\n\n\n\nApply best practices for CRM adoption\, including change management\, data governance\, and performance measurement\, to drive user engagement and digital transformation.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (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. \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-the-full-power-of-dynamics-365-crm/
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:20251029T120000
DTEND;TZID=America/New_York:20251029T130000
DTSTAMP:20260607T162018
CREATED:20251019T233525Z
LAST-MODIFIED:20251025T143414Z
UID:10010083-1761739200-1761742800@www.freelivecpe.com
SUMMARY:Reinventing tax compliance: The AI boom and how to put it to work
DESCRIPTION:AI in finance now\n\n\n\nFinance and tax leaders are shifting from AI curiosity to necessity. Based on the Avalara State of Finance study with Hanover Research — insights from 345 finance professionals in four countries — this webinar unpacks AI adoption\, e-invoicing\, and compliance gaps. \n\n\n\nJoin the webinar for expert insights. \n\n\n\n\nIdentify the key benefits finance leaders report from AI adoption.\n\n\n\nExplain how AI is reshaping compliance across complex tax environments.\n\n\n\nEvaluate strategies finance leaders are using to prepare for global e-invoicing mandates.\n\n\n\nAssess compliance risks that remain despite increased automation.\n\n\n\nApply AI-driven approaches to tax compliance and reporting challenges.\n\n\n\n\nGain the insights you need to stay on track — save your spot today. Can’t attend live? Register to get the on-demand recording. Live attendees are eligible to earn 1 hour of CPE credit.
URL:https://www.freelivecpe.com/event/reinventing-tax-compliance-the-ai-boom-and-how-to-put-it-to-work/
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:20251029T130000
DTEND;TZID=America/New_York:20251029T140000
DTSTAMP:20260607T162018
CREATED:20251004T145034Z
LAST-MODIFIED:20251004T145040Z
UID:10009970-1761742800-1761746400@www.freelivecpe.com
SUMMARY:Risk to Reward: Leveraging Organizational Risk as a Competitive Edge
DESCRIPTION:Today’s risk environment is overwhelming – cyber threats\, regulatory shifts\, third-party dependencies and digital transformation all competing for your attention. As an executive\, you don’t need more noise; you need clarity. \n\n\n\nIn this panel\, Sikich risk leaders will break down what matters most now and what you should prioritize next. Our experts will cover: \n\n\n\n\nRegulatory and compliance shifts that can create either costly setbacks or competitive advantages\n\n\n\nCyber resilience essentials to protect your brand and operations\n\n\n\nThird-party assurance strategies that reduce exposure without slowing growth\n\n\n\nTechnology-enabled insights to bring efficiency and transparency to risk management\n\n\n\n\nYou’ll walk away with a distilled view of the risk landscape and practical takeaways to help you focus resources where they drive the greatest strategic impact. \n\n\n\nThis webinar is eligible for 1.0 CPE.
URL:https://www.freelivecpe.com/event/risk-to-reward-leveraging-organizational-risk-as-a-competitive-edge/
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:20251029T130000
DTEND;TZID=America/New_York:20251029T140000
DTSTAMP:20260607T162018
CREATED:20251011T131125Z
LAST-MODIFIED:20251011T131131Z
UID:10009987-1761742800-1761746400@www.freelivecpe.com
SUMMARY:2025 Future of Fintech: Regulatory Environment\, Fraud\, and M&A
DESCRIPTION:Event details\n\n\n\nDon’t miss our next installment of the “Future of Fintech” webinar series on Oct. 29. Our financial services consulting professionals will unpack three central themes shaping the remainder of 2025 and beyond. \n\n\n\nWe’ll begin with a look at evolving regulatory and enforcement trends and explore what we’re seeing in the market\, what the regulators are focused on\, and how banks and fintechs can anticipate shifts heading into 2026. \n\n\n\nNext\, we’ll turn our attention to fraud\, highlighting how financial services organizations\, including fintechs\, are responding to increasingly sophisticated attacks such as synthetic identity fraud\, account takeovers\, and fraud-as-a-service models. We’ll revisit key insights from an earlier session and provide updates on the tools\, data\, and collaboration methods being used to bolster defenses. \n\n\n\nFinally\, we’ll close with a snapshot of 2025 fintech M&A activity\, including what’s driving consolidation\, capital movement\, and investment strategy pivots and what those developments mean for strategic positioning in the year ahead. \n\n\n\nFrom heightened regulatory scrutiny to fraud-as-a-service schemes and major consolidation across the market\, the need for actionable insights from banking\, fintech\, and financial services professionals has never been more critical. \n\n\n\nAttendees will leave with practical insights to help evaluate opportunity\, defend value\, and prepare for an evolving compliance and competitive landscape. \n\n\n\nLearning objectives\n\n\n\nAfter participating in this event\, you should be able to: \n\n\n\n\nRecognize regulatory trends\, patterns\, and outlook\n\n\n\nIdentify the current state of regulatory environment in fintech and bank-fintech partnerships\n\n\n\nEstablish a view on fintech opportunities and risks\n\n\n\nIdentify the most prevalent and emerging fraud threats targeting fintech platforms and digital financial services\n\n\n\nEvaluate effective strategies that fintech organizations can consider to detect\, prevent\, and respond to fraud while supporting customer experience\n\n\n\nRecognize the strategic themes behind fintech consolidation and investment in 2025 and moving forward\n\n\n\nInterpret how regulatory developments\, capital flows\, and technology adoption have shaped deal structures\n\n\n\nAnticipate the strategic priorities and challenges likely to shape fintech M&A in 2026\n\n\n\n\nContinuing profession 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 1.0 hour 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/2025-future-of-fintech-regulatory-environment-fraud-and-ma/
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:20251029T130000
DTEND;TZID=America/New_York:20251029T140000
DTSTAMP:20260607T162018
CREATED:20251011T131452Z
LAST-MODIFIED:20251011T131457Z
UID:10009988-1761742800-1761746400@www.freelivecpe.com
SUMMARY:Understanding OBBBA Impacts on Exempt Organizations
DESCRIPTION:Event details\n\n\n\nThe new tax and budget law\, commonly known as the One Big Beautiful Bill Act (OBBBA)\, brings sweeping changes to the federal tax landscape – many of which directly affect exempt organizations. Whether your organization is part of a healthcare system\, a college or university\, a public charity\, or a foundation\, this legislation likely will require updates to your strategic planning\, financial reporting\, and compliance processes. \n\n\n\nThis webinar will unpack key provisions within the OBBBA that impact tax-exempt entities and provide timely insights for navigating change with confidence. Attendees will benefit from practical guidance on how to interpret new regulations and position their organizations to stay ahead of the curve. \n\n\n\nIn this session\, our experienced Crowe professionals will: \n\n\n\n\nProvide a high-level summary of the most relevant tax provisions from the law\n\n\n\nAddress compliance and financial planning considerations for exempt organizations\n\n\n\nOffer strategies for mitigating risk and responding to anticipated regulatory changes\n\n\n\n\nGain actionable next steps that exempt organizations can take now to prepare for implementation. Whether you’re assessing risk exposure\, communicating with stakeholders\, or reevaluating internal processes\, this session will provide guidance you can put into practice right away. \n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Overview \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Taxes \n\n\n\nThis session is recommended for 1.0 hour 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/understanding-obbba-impacts-on-exempt-organizations/
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:20251029T130000
DTEND;TZID=America/New_York:20251029T143000
DTSTAMP:20260607T162018
CREATED:20251003T230621Z
LAST-MODIFIED:20251003T230721Z
UID:10009916-1761742800-1761748200@www.freelivecpe.com
SUMMARY:SEC comment letter trends 2025
DESCRIPTION:Webcast overview\n\n\n\nIn this webcast\, KPMG professionals provide insights into the SEC’s comment letter process and highlight key SEC priorities and related themes and trends in recent comment letter activity. \n\n\n\nApplicability\n\n\n\n\nAll companies with existing or potential future SEC reporting requirements\n\n\n\n\nEvent contents\n\n\n\n\nInsights into the SEC’s comment letter process\n\n\n\nSEC priorities and expected areas of focus \n\n\n\nDiscussion of recent SEC comment letters\n\n\n\n\n*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 responding to live check-ins. Since the content for the Oct 29 and 30 sessions will be the same\, participants are only eligible to receive CPE for attending one session. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code GJNQ64RP8YB.
URL:https://www.freelivecpe.com/event/sec-comment-letter-trends-2025/2025-10-29/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T130000
DTEND;TZID=America/New_York:20251029T160000
DTSTAMP:20260607T162018
CREATED:20251004T144115Z
LAST-MODIFIED:20251004T144122Z
UID:10009961-1761742800-1761753600@www.freelivecpe.com
SUMMARY:3 CPE - Fall Accounting Automation Summit
DESCRIPTION:This 3-CPE virtual summit\, the FinQuery Fall Accounting Automation Summit\, is designed to help accounting professionals navigate the shift from manual\, time-consuming tasks to more strategic\, high-value work. The three sessions will cover practical ways to implement new technologies and processes\, helping you identify inefficiencies and discover the benefits of purpose-built automation. \n\n\n\n\nAI as an Assistant: AI is not a replacement for accounting professionals\, but a powerful assistant that can automate routine tasks and enhance your strategic capabilities.\n\n\n\nMove Beyond Spreadsheets: Reliance on spreadsheets for complex tasks like ASC 842 compliance introduces hidden risks\, inefficiencies\, and increased audit scrutiny.\n\n\n\nInvest in Automation: Automating key accounting processes is a strategic move that can improve internal controls\, save time\, and reduce financial risks.\n\n\n\nEmbrace Efficiency: We will provide actionable strategies to free up your time from manual data entry and error-checking.\n\n\n\nFocus on Secure and Strategic Operations: Learn how to leverage new technologies securely to protect sensitive financial data and ensure compliance.
URL:https://www.freelivecpe.com/event/3-cpe-fall-accounting-automation-summit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T140000
DTEND;TZID=America/New_York:20251029T150000
DTSTAMP:20260607T162018
CREATED:20251004T144502Z
LAST-MODIFIED:20251004T144507Z
UID:10009962-1761746400-1761750000@www.freelivecpe.com
SUMMARY:Michigan’s new R&D tax credit: What businesses need to know
DESCRIPTION:Michigan has launched a new research and development (R&D) tax credit\, effective for tax years beginning on or after Jan. 1\, 2025. This new credit could bring significant savings for qualifying businesses. Whether you’re a large corporation or a growing small business\, understanding how to navigate this new state-specific incentive is essential. \n\n\n\nJoin our R&D tax credit specialists for a timely and practical webinar designed to help businesses and tax professionals understand the ins and outs of Michigan’s R&D tax credit. We’ll break down the legislation\, walk through the application process\, and share strategies to help you maximize your benefit. \n\n\n\nLearning objectives:\n\n\n\nExamine best practices for proper documentation and preparing for potential audits. \n\n\n\nUnderstand eligibility criteria\, how the credit works\, and what applicants should know about the tentative claim process. \n\n\n\nExplore how to integrate the credit into your broader tax planning strategy. \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org
URL:https://www.freelivecpe.com/event/michigans-new-rd-tax-credit-what-businesses-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T140000
DTEND;TZID=America/New_York:20251029T150000
DTSTAMP:20260607T162018
CREATED:20251011T135843Z
LAST-MODIFIED:20251011T135851Z
UID:10009998-1761746400-1761750000@www.freelivecpe.com
SUMMARY:Why loyalty programs fail—and how to let behavior guide design
DESCRIPTION:Event description\n\n\n\nMost loyalty programs fail to deliver on the intended outcomes. We’ll walk through the data-based insights that reveal how loyalty programs really work … and don’t work. We’ll then highlight the strategies that deliver actual results and discuss the data strategies required to identify the insights to drive customer growth.  \n\n\n\nAttendees will receive verifiable insights into how consumers behave in loyalty programs and learn how companies can leverage behavioral segmentation approaches to capture more customer demand and grow sales. \n\n\n\nDate and time\n\n\n\nWednesday\, October 29\, 20252:00 PM ET – 3:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\n\nIdentify common assumptions loyalty programs make about customer behavior. \n\n\n\nDescribe how to analyze customer behavioral patterns to identify the insights that can feed sales growth. \n\n\n\nExplain loyalty design to better align with customer behavior.
URL:https://www.freelivecpe.com/event/why-loyalty-programs-fail-and-how-to-let-behavior-guide-design/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Communications and Marketing
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Grant-Thornton-CPE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T140000
DTEND;TZID=America/New_York:20251029T150000
DTSTAMP:20260607T162018
CREATED:20251011T142354Z
LAST-MODIFIED:20251011T142400Z
UID:10010002-1761746400-1761750000@www.freelivecpe.com
SUMMARY:Your IPO readiness roadmap: Navigating SOX compliance
DESCRIPTION:Description: \n\n\n\nPre-IPO and newly public companies often face significant challenges in establishing their first internal control framework to meet Sarbanes-Oxley (SOX) Section 404 requirements. Without a clear plan\, organizations risk financial restatements\, regulatory scrutiny\, and diminished investor confidence. \n\n\n\nOur expert panel will outline a strategic roadmap for SOX readiness\, providing guidance on optimal timing and practical steps for a successful transition. You’ll learn how to design and implement your first Internal Control over Financial Reporting (ICFR) framework\, align early with auditors\, and leverage technology like SOXHUB to simplify compliance. Drawing from real-world pain points and best practices\, we’ll cover the differences between management and auditor responsibilities\, filer requirements\, and a phased maturity model that helps organizations prepare effectively for compliance while building a sustainable control culture. \n\n\n\nLearning objectives:  \n\n\n\nBy the end of this webinar\, participants will be able to: \n\n\n\n\nPrepare organizational leaders with an understanding of when and how internal controls are needed during the IPO journey\, and how technology (including SOXHUB) supports this process.\n\n\n\nDescribe which companies must comply and when\, based on filer type\, revenue thresholds\, and IPO timing.\n\n\n\nApply a 5-phase roadmap to prepare for SOX compliance\, from planning and scoping to audit readiness and sustainment.\n\n\n\nDiscuss common pitfalls and material weaknesses in internal controls\, and strategies to remediate them.\n\n\n\nExplore how an initial SOX program can be designed to scale and grow to meet broader compliance and risk needs as a company matures.\n\n\n\n\nCPE credit(s): 1 \n\n\n\nField of study: Specialized Knowledge \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 
URL:https://www.freelivecpe.com/event/your-ipo-readiness-roadmap-navigating-sox-compliance/
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:20251029T140000
DTEND;TZID=America/New_York:20251029T150000
DTSTAMP:20260607T162018
CREATED:20251011T150546Z
LAST-MODIFIED:20251011T150553Z
UID:10010011-1761746400-1761750000@www.freelivecpe.com
SUMMARY:Navigating Digital Transformation for Not-for-Profits
DESCRIPTION:Not-for-Profits operate in an increasingly complex environment—from growing financial pressures and workforce constraints to evolving stakeholder expectations—making it essential to find new ways to work efficiently and effectively. Digital transformation can offer a path to greater efficiency\, collaboration\, and impact\, but adopting technology comes with its own set of challenges.  \n\n\n\nThis session will explore how not-for-profits can strategically implement digital tools to streamline operations\, enhance engagement\, and drive mission success. Presenters will discuss best practices for fostering innovation\, managing risks\, and building a roadmap for transformation that aligns with your organization’s mission—and operational realities. Learn how to take a practical\, incremental approach to transformation and walk away with actionable strategies to navigate the digital landscape with confidence.  \n\n\n\nPresenters\n\n\n\nJulie L Jones\, CPA\, Managing Director\, National Not-For-Profit & Education Leader\, CBIZJacquiline Black\, Director – Financial Solutions\, CBIZ
URL:https://www.freelivecpe.com/event/navigating-digital-transformation-for-not-for-profits/
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:20251029T140000
DTEND;TZID=America/New_York:20251029T153000
DTSTAMP:20260607T162018
CREATED:20250914T103758Z
LAST-MODIFIED:20251011T160750Z
UID:10009847-1761746400-1761751800@www.freelivecpe.com
SUMMARY:2025 Annual Not-For-Profit Update 
DESCRIPTION:Webinar Details\n\n\n\nWith limited staff and evolving regulations\, not-for-profit organizations face challenges in staying current on accounting\, compliance\, and operational risks. At UHY\, we are committed to keeping our clients informed on regulatory changes\, best practices\, and emerging trends affecting the nonprofit sector.  \n\n\n\nDate: Wednesday\, October 29\, 2025 \n\n\n\nTime:  2:00 PM – 3:30 PM EST \n\n\n\nJoin UHY for our Annual Not-For-Profit Update to hear insights on current NFP trends\, updates to the Federal Uniform Guidance\, revenue recognition considerations\, segregation of duties\, unrelated business income tax (UBIT) planning\, and information technology best practices. \n\n\n\nIn this webinar\, you’ll learn to: \n\n\n\n\nIdentify key updates and revisions in the Federal Uniform Guidance to improve the management of federal awards and minimize non-compliance risks.\n\n\n\nUnderstand the risks related to segregation of duties with limited staffing and how to address those risks.\n\n\n\nGain insight into revenue recognition and UBIT planning to strengthen financial and tax management.\n\n\n\nRecognize information technology considerations to support secure and efficient operations.\n\n\n\n\nRecommended CPE Credit: 1.5Recommended Field of Study: AccountingPrerequisites: NoneProgram Knowledge Level: BasicAdvanced Preparation: None
URL:https://www.freelivecpe.com/event/2025-annual-not-for-profit-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251029T150000
DTEND;TZID=America/New_York:20251029T160000
DTSTAMP:20260607T162018
CREATED:20251003T231744Z
LAST-MODIFIED:20251003T231750Z
UID:10009921-1761750000-1761753600@www.freelivecpe.com
SUMMARY:Tech Sector Deep Dive: Unlocking Opportunities in Media & Telecom
DESCRIPTION:The telecom and media sectors are both undergoing significant transformation\, particularly as artificial intelligence presents new opportunities that may change organizational strategy and even long-standing business models. \n\n\n\nBacked by brand new data from BDO’s inaugural TMT Industry Report series\, this webcast will unpack media and telecom company executives’ plans\, priorities\, and challenges for the months ahead.  \n\n\n\n\n\n\n\n\n\nLearning Objectives \n\n\n\n\nIdentify innovative AI use cases.\n\n\n\nAnalyze strategies for revenue growth.\n\n\n\nExamine an evolving compliance landscape.\n\n\n\nOutline preparations for dealmaking and consolidation ahead.\n\n\n\nMitigate cybersecurity and data privacy risks.\n\n\n\n\nCPE Information\n\n\n\nDelivery: This webcast will be delivered via the BDO Online CPE Network \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \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/tech-sector-deep-dive-unlocking-opportunities-in-media-telecom/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/BDO-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T100000
DTEND;TZID=America/New_York:20251030T110000
DTSTAMP:20260607T162018
CREATED:20251004T000248Z
LAST-MODIFIED:20251011T124637Z
UID:10009928-1761818400-1761822000@www.freelivecpe.com
SUMMARY:Power Automate: Turning Outdated Into Automated
DESCRIPTION:Manual reporting processes can slow down decision making and drain valuable resources. In this session\, discover how to modernize your reporting environment using the combined power of Power Automate\, Power BI\, and Solver. We’ll explore practical strategies to help streamline workflows\, reduce manual effort\, and unlock real-time insights so your team can move from outdated to automated with confidence. Whether you’re looking to enhance data accuracy\, improve operational efficiency\, or simply save time\, this webinar will provide actionable guidance to help you get there. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nIdentify opportunities to streamline reporting workflows.\n\n\n\nApply automation strategies to help reduce manual data handling and improve reporting efficiency.\n\n\n\nDiscuss how integrated reporting tools can enhance data accuracy and support timely decision making.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Information Technology 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/power-automate-turning-outdated-into-automated/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T110000
DTEND;TZID=America/New_York:20251030T120000
DTSTAMP:20260607T162018
CREATED:20251010T221639Z
LAST-MODIFIED:20251010T221644Z
UID:10009975-1761822000-1761825600@www.freelivecpe.com
SUMMARY:System transformation in TMT: Controls\, risks\, and cloud opportunities
DESCRIPTION:Key takeaways \n\n\n\nIn the fast-moving Technology\, Media\, and Telecommunications industry (TMT)\, transformations including Enterprise Resource Planning systems (ERP)—from cloud migrations to modernizing legacy platforms—are vital for innovation and competitiveness. These changes bring complex challenges in risk management and internal controls\, especially as organizations adopt cloud-based solutions and integrated technologies. We’ll discuss: \n\n\n\n\nAddressing control challenges unique to system and cloud transformations\n\n\n\nImplementing modern controls to enhance efficiency and enable scalable\, resilient compliance across platforms\n\n\n\nDesigning adaptive frameworks for evolving regulatory standards\n\n\n\nLearning from real-world examples where early governance and controls delivered strategic value
URL:https://www.freelivecpe.com/event/system-transformation-in-tmt-controls-risks-and-cloud-opportunities/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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:20251030T110000
DTEND;TZID=America/New_York:20251030T120000
DTSTAMP:20260607T162018
CREATED:20251010T222240Z
LAST-MODIFIED:20251010T222245Z
UID:10009977-1761822000-1761825600@www.freelivecpe.com
SUMMARY:Geopolitics meets AI: Implications for board oversight
DESCRIPTION:Webcast overview\n\n\n\nJoin us as we explore the geopolitical forces shaping the advance of artificial intelligence (AI) and the implications for corporate strategy\, risk\, and board oversight. \n\n\n\nFrom regulatory fragmentation and geotech rivalries to supply chain issues and trust and transparency\, we’ll consider how companies are navigating the risks and opportunities of AI adoption in the evolving global landscape. We’ll also share practical insights to help sharpen the board’s geopolitical lens\, including the interplay of geopolitical risks\, monitoring international developments and structural shifts\, and gaming-out scenarios. \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code VLN6KVZYZRG.
URL:https://www.freelivecpe.com/event/geopolitics-meets-ai-implications-for-board-oversight/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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:20251030T113000
DTEND;TZID=America/New_York:20251030T130000
DTSTAMP:20260607T162018
CREATED:20251003T230621Z
LAST-MODIFIED:20251003T230721Z
UID:10009918-1761823800-1761829200@www.freelivecpe.com
SUMMARY:SEC comment letter trends 2025
DESCRIPTION:Webcast overview\n\n\n\nIn this webcast\, KPMG professionals provide insights into the SEC’s comment letter process and highlight key SEC priorities and related themes and trends in recent comment letter activity. \n\n\n\nApplicability\n\n\n\n\nAll companies with existing or potential future SEC reporting requirements\n\n\n\n\nEvent contents\n\n\n\n\nInsights into the SEC’s comment letter process\n\n\n\nSEC priorities and expected areas of focus \n\n\n\nDiscussion of recent SEC comment letters\n\n\n\n\n*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 responding to live check-ins. Since the content for the Oct 29 and 30 sessions will be the same\, participants are only eligible to receive CPE for attending one session. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code GJNQ64RP8YB.
URL:https://www.freelivecpe.com/event/sec-comment-letter-trends-2025/2025-10-30/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T120000
DTEND;TZID=America/New_York:20251030T130000
DTSTAMP:20260607T162018
CREATED:20251003T225549Z
LAST-MODIFIED:20251003T225555Z
UID:10009913-1761825600-1761829200@www.freelivecpe.com
SUMMARY:Managing third-party risk proactively with data intelligence
DESCRIPTION:Key takeaways \n\n\n\nOrganizations’ reliance on third parties to drive innovation and deliver quality continues to grow at an unprecedented rate\, calling for third-party risk management (TPRM) practices to adapt. TPRM strategies and operating models for new and dynamic environments require data intelligence\, supply chain illumination\, threat intelligence\, and next-gen automation including artificial intelligence. We’ll discuss: \n\n\n\n\nTPRM market themes and drivers for change      \n\n\n\nLeading practices for designing and deploying TPRM intelligence capabilities\n\n\n\nUse cases for assessment efficiency and ongoing monitoring\n\n\n\nLessons for creating lasting value in a changing landscape
URL:https://www.freelivecpe.com/event/managing-third-party-risk-proactively-with-data-intelligence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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:20251030T120000
DTEND;TZID=America/New_York:20251030T130000
DTSTAMP:20260607T162018
CREATED:20251004T000426Z
LAST-MODIFIED:20251011T124429Z
UID:10009929-1761825600-1761829200@www.freelivecpe.com
SUMMARY:OBBBA Unpacked: What the New Tax Law Means for Dealerships
DESCRIPTION:Join tax leaders from the Dealerships team at Forvis Mazars as they break down the One Big Beautiful Bill Act (OBBBA). This session will explore how the OBBBA may impact auto\, commercial truck\, and machinery and equipment dealerships\, covering everything from bonus depreciation and interest limitations to energy credits and fringe benefits. Attendees will gain clarity on what’s changing\, what’s permanent\, and what it means for their business. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDiscuss key OBBBA business tax changes impacting dealerships.\n\n\n\nEvaluate the impacts of charitable contribution floors and permanent credits on dealership financial strategy.\n\n\n\nIdentify strategic tax opportunities presented in OBBBA and their application to dealerships.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during the 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/obbba-unpacked-what-the-new-tax-law-means-for-dealerships/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T120000
DTEND;TZID=America/New_York:20251030T130000
DTSTAMP:20260607T162018
CREATED:20251017T201736Z
LAST-MODIFIED:20251017T201747Z
UID:10010034-1761825600-1761829200@www.freelivecpe.com
SUMMARY:Transfer Pricing Controversy Chronicles: KPMG Insights
DESCRIPTION:Webcast overview\n\n\n\nIs your company facing audits or other tax controversies around the globe? Would you like to hear about how other multinationals have navigated these complex issues as tax authorities continue to take strong stances? \n\n\n\nSenior transfer pricing dispute resolution professionals from KPMG member firms will discuss real-life experiences they’ve faced with their clients\, including insights from India\, Italy\, Mexico\, Poland\, Sweden\, and the United States. Topics to be covered include: \n\n\n\nAssertion of penalties due to the disagreement of the best transfer pricing method  \n\n\n\nBilateral Advance Pricing Agreement for variable royalty and marketing intangible in India \n\n\n\nTransfer pricing adjustments on intercompany transactions and disputed withholding tax on royalties in Italy \n\n\n\nAudit in Mexico of a contract manufacturer in the electronics industry \n\n\n\nAssessment of loss-making entities in Poland \n\n\n\nValuation of intangible assets in Sweden following an acquisition \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay. \n\n\n\nQuestions: If you have questions about this event\, please e-mail KPMG Events & Meetings and reference event code P2N6XGPVV4L.
URL:https://www.freelivecpe.com/event/transfer-pricing-controversy-chronicles-kpmg-insights-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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:20251030T130000
DTEND;TZID=America/New_York:20251030T140000
DTSTAMP:20260607T162018
CREATED:20251011T131638Z
LAST-MODIFIED:20251011T131645Z
UID:10009989-1761829200-1761832800@www.freelivecpe.com
SUMMARY:Unbundling HR: Flexible Strategies Beyond PEOs
DESCRIPTION:Event details\n\n\n\nProfessional employer organizations (PEOs) have long promised simplicity and cost savings by bundling human resources (HR) services and benefits administration. But for organizations that want to scale\, evolve\, or optimize employee experiences\, these arrangements might come with limitations\, including inflexible solutions\, rising costs\, or lack of customization. \n\n\n\nIn this webinar\, we will explore how organizations can gain greater control by unbundling their HR and benefits functions. You can learn how to assess whether moving beyond the PEO model makes sense for your organization\, what it takes to transition successfully\, and how to realize cost savings and improved employee engagement with a more tailored approach. \n\n\n\nWe’ll also offer actionable steps for evaluating your current HR setup\, selecting the right systems and vendors\, and managing organizational change. You’ll also hear examples of organizations that have thrived after making the shift and learn how unbundled HR services can position HR leaders as more strategic partners in the business. \n\n\n\nWhether you’re actively considering leaving a PEO or just exploring options\, this session will provide valuable context\, tools\, and insights to help you make informed decisions. \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDescribe the differences between PEO and unbundled HR models\n\n\n\nIdentify the strategic advantages and challenges of transitioning away from a PEO\n\n\n\nOutline steps to successfully evaluate\, plan\, and execute an unbundling strategy\n\n\n\nRecognize how unbundling HR can improve employee experience and business alignment\n\n\n\nDevelop an initial checklist and key metrics for tracking post-transition performance\n\n\n\n\n\n\n\n\nPresenters\n\n\n\n\nJoy Duce\,Principal\, Human Capital Consulting Leader\, Crowe\n\n\n\nDrew Albrecht\, CEBS\, Partner\, Director of Consulting and Operations\, Cambridge Insurance Advisors\n\n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/unbundling-hr-flexible-strategies-beyond-peos/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Personnel/Human Resources
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T140000
DTEND;TZID=America/New_York:20251030T150000
DTSTAMP:20260607T162018
CREATED:20251003T225800Z
LAST-MODIFIED:20251029T001427Z
UID:10009914-1761832800-1761836400@www.freelivecpe.com
SUMMARY:Controllership transformation: Navigating trends & industry imperatives
DESCRIPTION:Key takeaways \n\n\n\nAs controllers navigate transformation and new strategic imperatives across the marketplace\, understanding how to leverage current trends across industries can be a key to driving value across the controllership landscape. How can finance leaders better understand and utilize these trends? We’ll discuss:  \n\n\n\n\nThe imperative to understand the current trends accelerating transformation \n\n\n\nHow themes—including artificial intelligence (AI)\, digital transformation\, and the role of the controller—are impacting controllership\n\n\n\nUnique challenges and similarities with controllership trends across industries\, and strategies for driving industry-focused value 
URL:https://www.freelivecpe.com/event/controllership-transformation-navigating-trends-industry-imperatives/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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:20251030T140000
DTEND;TZID=America/New_York:20251030T150000
DTSTAMP:20260607T162018
CREATED:20251004T143816Z
LAST-MODIFIED:20251004T143822Z
UID:10009960-1761832800-1761836400@www.freelivecpe.com
SUMMARY:Phony Bank Account Change Requests: How Controllers Can Stay One Step Ahead
DESCRIPTION:Phony bank account change requests are one of the most insidious fraud schemes facing finance teams today – and they’re evolving fast. Criminals are using sophisticated tactics\, including AI-powered impersonation\, to trick organizations into rerouting payments into fraudulent accounts. The result? Costly losses\, damaged supplier relationships and compliance headaches. \n\n\n\n Controllers can no longer rely on outdated\, manual bank account verification. In this webinar\, you’ll get an inside look at how these schemes work\, why they’re harder than ever to spot\, and what best-in-class organizations are doing to stay ahead. We’ll walk through practical steps you can take now to strengthen controls and show how automation helps eliminate risk while protecting efficiency.  \n\n\n\n**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended 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. Controllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/phony-bank-account-change-requests-how-controllers-can-stay-one-step-ahead/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T140000
DTEND;TZID=America/New_York:20251030T150000
DTSTAMP:20260607T162018
CREATED:20251011T135952Z
LAST-MODIFIED:20251011T135957Z
UID:10009999-1761832800-1761836400@www.freelivecpe.com
SUMMARY:From pilots to performance: Scaling AI for tech firms
DESCRIPTION:Event description\n\n\n\nDo your AI pilots deliver tangible results? In this webcast\, you’ll learn how to link AI initiatives to objectives and key results for clear business targets\, build governance and team structures that drive enterprise-wide adoption\, and implement machine learning operations best practices to deploy and monitor models at scale. You’ll leave with a practical roadmap to transform your AI pilots into measurable performance. \n\n\n\nDate and time\n\n\n\nThursday\, October 30\, 20252:00 PM ET – 3:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\n\nAnalyze cross-functional governance models to sustain AI adoption and continuous improvement.\n\n\n\nApply Objectives and Key Results (OKRs) to align AI initiatives with measurable business outcomes.\n\n\n\nDescribe core MLOps (machine learning operations) best practices for deploying and monitoring models at enterprise scale.\n\n\n\nEvaluate talent and culture readiness to identify and close skill gaps essential for scalable AI performance.
URL:https://www.freelivecpe.com/event/from-pilots-to-performance-scaling-ai-for-tech-firms/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2023/11/Grant-Thornton-CPE-webinars.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T150000
DTEND;TZID=America/New_York:20251030T160000
DTSTAMP:20260607T162018
CREATED:20251004T142601Z
LAST-MODIFIED:20251004T142607Z
UID:10009955-1761836400-1761840000@www.freelivecpe.com
SUMMARY:Understanding the Impacts of AI\, Analytics & Emerging Audit Technologies on Your Organization
DESCRIPTION:About this Event:\n\n\n\nAccounting and internal audit teams are under growing pressure to do more with less: navigating talent shortages\, evolving regulations\, and expanding data demands. With external auditors rapidly adopting advanced technologies like analytics and AI\, it’s a pivotal moment for internal teams to adopt a smarter\, more strategic approach. \n\n\n\nIn this session hosted by SOX & Internal Controls Professionals Group (SOX Pro)\, panelists from KPMG\, Capital One\, and Workiva will explore how audit\, accounting\, and finance teams can leverage a mix of data analytics\, generative AI\, and automation to drive efficiency and enhance control effectiveness. We’ll also examine risks\, regulatory considerations\, and ways to de-risk your audit workflows through the right tech stack. \n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/understanding-the-impacts-of-ai-analytics-emerging-audit-technologies-on-your-organization/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251030T150000
DTEND;TZID=America/New_York:20251030T160000
DTSTAMP:20260607T162018
CREATED:20251004T145645Z
LAST-MODIFIED:20251004T145650Z
UID:10009971-1761836400-1761840000@www.freelivecpe.com
SUMMARY:Understanding the Impacts of AI\, Analytics & Emerging Audit Technologies on Your Organization
DESCRIPTION:Accounting and internal audit teams are under growing pressure to do more with less: navigating talent shortages\, evolving regulations\, and expanding data demands. With external auditors rapidly adopting advanced technologies like analytics and AI\, it’s a pivotal moment for internal teams to adopt a smarter\, more strategic approach. \n\n\n\nIn this session hosted by SOX & Internal Controls Professionals Group (SOX Pro)\, panelists from KPMG\, Capital One\, and Workiva will explore how audit\, accounting\, and finance teams can leverage a mix of data analytics\, generative AI\, and automation to drive efficiency and enhance control effectiveness. We’ll also examine risks\, regulatory considerations\, and ways to de-risk your audit workflows through the right tech stack. \n\n\n\nAfter attending this session\, you will be able to: \n\n\n\n\nUnderstand shifts external audit firms are incorporating into their processes and their impact on accounting and internal audit teams\n\n\n\nDemonstrate how data analytics\, gen AI\, and other tools can drive efficiencies\, improve effectiveness\, and enhance organizational value\n\n\n\nIdentify and mitigate AI implementation risks and stay compliant with evolving regulations\n\n\n\n\nSome or all of the services described herein may not be permissible for KPMG audit clients and their affiliates or related entities. Workiva\, national sponsor of Pro Groups\, offers 1 complimentary CPE credit for this session. \n\n\n\nMore CPE information →
URL:https://www.freelivecpe.com/event/understanding-the-impacts-of-ai-analytics-emerging-audit-technologies-on-your-organization-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Auditing
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251103T140000
DTEND;TZID=America/New_York:20251103T150000
DTSTAMP:20260607T162018
CREATED:20251025T135429Z
LAST-MODIFIED:20251025T135434Z
UID:10010120-1762178400-1762182000@www.freelivecpe.com
SUMMARY:Make Sense of Your CAS Data: Creating Know-how From Numbers
DESCRIPTION:Data is the key to unlocking smarter services\, streamlined workflows\, and scalable growth in your CAS practice. But turning raw numbers into actionable insights isn’t always straight forward–even with the power of AI. It requires more than spreadsheets and intuition. Having the right infrastructure\, a clear strategy\, and the right technology partners\, however\, can make data insights a scalable reality.  \n\n\n\nThis session is designed for CAS professionals on the journey to transforming how they deliver value to clients. From the lens of a family office practice\, Kim Blascoe\, CPA\, of CPA.com and Cristine Baeza of AdvicePeriod will how modern platforms—many of them built with your CAS practice in mind—bring client data together\, automate the routine\, and generate insights that drive decisions. You’ll leave with a stronger grasp of how to make data work for you\, not the other way around. \n\n\n\nLearning objectives: \n\n\n\nDescribe how automation tools help make data more accessible and actionable. \n\n\n\nIdentify how data insights support the value you can provide to clients\, especially in the family office space. \n\n\n\nRecognize the role of technology platforms in organizing and visualizing client data.
URL:https://www.freelivecpe.com/event/make-sense-of-your-cas-data-creating-know-how-from-numbers/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251104T100000
DTEND;TZID=America/New_York:20251104T110000
DTSTAMP:20260607T162018
CREATED:20251011T143329Z
LAST-MODIFIED:20251011T143335Z
UID:10010003-1762250400-1762254000@www.freelivecpe.com
SUMMARY:From static plans to strategic agility: Building a resilient business
DESCRIPTION:Description: \n\n\n\nJoin us for an insightful webinar on how to leverage scenario planning and analysis to ensure resilience in an unpredictable world. We’ll show you how to move past static\, single-point plans and prepare for a full spectrum of possibilities. Learn how scenario planning and risk quantification can empower your business to navigate uncertainty with confidence and strategic agility. \n\n\n\nWe’ll cover how to proactively model “what if” scenarios\, use powerful Monte Carlo simulations to quantify risk\, and create an actionable blueprint to ensure your business is ready to respond when a crisis hits. Don’t just react to change — anticipate it and turn it into your competitive advantage. \n\n\n\nLearning objectives:  \n\n\n\n\nExplain how to move beyond static\, single-point forecasting to establish a proactive scenario planning approach that drives strategic agility.\n\n\n\nApply techniques such as Monte Carlo simulations to effectively quantify risk and model the financial or operational impact of potential outcomes.\n\n\n\nCreate actionable response plans that enable the business to rapidly reallocate resources and make strategic pivots when a risk event occurs.\n\n\n\n\nCPE credit(s): 1 \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 
URL:https://www.freelivecpe.com/event/from-static-plans-to-strategic-agility-building-a-resilient-business/
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:20251104T110000
DTEND;TZID=America/New_York:20251104T120000
DTSTAMP:20260607T162018
CREATED:20251004T144828Z
LAST-MODIFIED:20251004T144834Z
UID:10009964-1762254000-1762257600@www.freelivecpe.com
SUMMARY:2025 Year-End Webinar Series
DESCRIPTION:Looking to prepare for year-end? Join our professionals for three days of content. Learn what’s trending in tax\, audit and accounting\, benefit plans\, and cybersecurity. \n\n\n\nJoin multidisciplinary professionals from our audit\, tax\, and consulting teams as they present important year-end updates over six different sessions. \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org
URL:https://www.freelivecpe.com/event/2025-year-end-webinar-series/2025-11-04/1/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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