Free Live CPE Calendar

Tax Readiness: IRS updates and evolving controversy landscape
2025-05-29 15:00 - 16:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
The IRS is in a period of considerable upheaval as the Trump Administration has significantly cut IRS enforcement staffing, affecting not only examinations, but areas where taxpayers resolve issues. This webcast will discuss the evolving controversy landscape, including current hot topics in international and partnership audits, as well as issue resolution programs. We also will discuss potential implications of recent workforce reductions and potential further changes to IRS operations, unpublished guidance and long-term enforcement. CPE-eligible for 1 Tax credit.

Building an Effective IT Risk Assessment Program: Integrating SOC, Cybersecurity Risk and CFO Advisory
2025-05-29 14:00 - 15:00
The Details

In today’s complex business landscape, effective IT risk management is essential for protecting organizational assets, ensuring regulatory compliance, and supporting financial integrity. Business owners need to be aware of the latest IT risks to prepare for and mitigate any disruption to their business. In short, without a robust IT risk management framework, your organization may face increased vulnerability and compliance challenges.

Join members from CohnReznick’s National IT Assurance, CFO Advisory, and Cybersecurity, Technology Risk and Privacy practice as they explore how a holistic approach to IT risk management can mitigate these risks by aligning technical and financial controls, providing a foundation for comprehensive compliance and protection.Key Topics:

Strategies for implementing IT security controls that support organizational compliance

Integrating IT risk with financial reporting

Leveraging SOC audits to demonstrate regulatory compliance and manage supply chain or cybersecurity risks

Best practices for identifying and evaluating risks

Building a cohesive risk management framework for a more resilient organization

Live webinar participants are anticipated to qualify for 1 CPE Credit in the Specialized Knowledge field of study.

Behind the Scenes: Executing Effective Fraud Investigation Interviews
2025-05-29 14:00 - 15:00
Gathering evidence, eliciting truthful responses, and identifying inconsistencies are critical to building a strong case and for the success of an investigation. Join Forvis Mazars for the second session of the Forensics Institute this season, where you’ll learn what to do when you suspect fraud in your organization and how to get the most out of your investigative interviews. Whether you’re a seasoned attorney or new to fraud investigations, this webinar will help equip you with the skills needed to conduct a thorough and effective fraud investigation interview.

Learning Objectives

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

Formulate and conduct interviews with effective results.be awarded upon verification of participant attendance, during live broadcast.

Discuss proven methods to address suspected fraud step by step.

Recognize the motivations behind a fraudster and how to detect red flags.

Risky business: A controllership framework for risk management
2025-05-29 14:00 - 15:00
With unpredictable markets and ambiguity against a backdrop of rising transformation, stakeholders have to find ways to adapt to uncertainty and change to continue operating an effective controllership function. How can controllers and finance leaders navigate risks in today’s environment? We’ll discuss:

The critical role of readiness when identifying, assessing, and mitigating risks

How an evolving workforce, external economic and regulatory changes, and tech disruptions are fueling transformation

Implementing a proactive risk management framework for navigating change

EY transfer pricing and tax professionals - May 2025
2025-05-29 13:00 - 14:15
The May BorderCrossings webcast will continue the prior webcast’s discussion on some of the technical aspects of Pillar One Amount A as well as the broader historical “formulary apportionment versus arm’s length” debates. Other topics include the implications of the recent IRS Generic Legal Advice Memorandum on the Commensurate-With-Income standard and the evolution of IRS and other revenue-authority interpretations of long-standing guidance.

Panelists

Mike McDonald, Managing Director, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP.

Bill Morgan, Managing Director, Transfer Pricing, International Tax and Transaction Services, Ernst & Young LLP. Bill was previously with the US Treasury Department where, among other things, he represented the United States at Working Party 6 of the OECD during the Pillar One work.

Tax reform in motion: House bill insights and planning considerations
2025-05-29 13:00 - 14:00
Event overview

A tax reform package continues to take shape with recent activity in the U.S. House of Representatives. As the reconciliation bill evolves, it’s crucial for businesses to understand how proposed changes—including ones to key provisions of the Tax Cuts and Jobs Act—could affect their cash flow, tax obligations and business functions.

Join RSM for a live webinar on May 29, where we’ll review the latest iteration of the tax package, including:

Efforts to restore immediate expensing of domestic research costs

100% bonus depreciation and business interest deductions under an EBITDA-based standard

Proposed rollbacks of clean energy tax incentives

Effects on foreign taxation

We’ll provide insight into the legislative timeline, likelihood of passage and actions you can take.

National Banking Symposium - May 2025
2025-05-29 13:00 - 14:00
Webcast overview

Join us for a special edition of the KPMG National Banking Symposium on Technology. Our panel will share recent data on how banks are balancing their immediate priorities, like security and customer experience, with long-term tech modernization. We’ll dive deep on how banks are approaching:

Enterprise transformation

Data modernization

Cybersecurity

Payments

GenAI

Continuing education

There 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.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

From Perks to Performance: Aligning Talent and Benefits for Growth
2025-05-29 13:00 - 14:00
To attract and retain top talent, maximizing employee engagement is essential. Your benefits and talent strategies are pivotal to this effort and are more interconnected than you may realize. By implementing the right offerings, you will strengthen your employer value proposition, effectively attracting, engaging, and retaining top talent while optimizing costs. Embrace this approach, and you’ll set your organization up for success.

Join us for this insightful session to discover how:

Design benefits and talent strategies that boost engagement and performance

Leverage enhanced benefits to strengthen your place as a top employer of choice

Personalize benefits to maximize employee utilization and satisfaction

Simplify HR processes and control costs by consolidating solutions

Don’t miss this opportunity to rethink how to integrate your benefits and talent solutions to create a strategy that truly resonates with your workforce!

Join us today!

Pending approval for 1 HRCI, 1 SHRM, and 1 CPE credit.

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Spring 2025 Not-for-Profit Accounting and Auditing Update
2025-05-29 13:00 - 14:00
Understanding key regulatory developments and their potential effects on the not-for-profit sector is critical to navigating your organization’s accounting and reporting requirements.

Join us for our webcast, Spring 2025 Not-for-Profit Accounting and Auditing Update. We’ll discuss what we’ve learned from newly adopted accounting and auditing standards and areas critical to not-for-profit organizations.

Tariffs in Focus: How to Protect Margins, Manage Costs, and Plan Ahead
2025-05-29 13:00 - 14:00
Tariffs are reshaping the global business environment, and the pressure on costs, supply chains, and margins is real. Join CBIZ’s cross-disciplinary team for a timely discussion on practical steps middle-market business can take now to respond to new and proposed tariffs.

During this webinar, you’ll learn how to

Assess the financial impact of new tariff actions

Identify sourcing, pricing, and tax strategies to protect margins

Update transfer pricing and financial reporting practices

Build a resilient plan to stay ahead of policy and market shifts

At CBIZ, we’re bringing you an integrated perspective on tariffs. Addressing rising costs, financial pressures, and compliance risks takes more than one discipline. It demands coordination across finance, tax, supply chain, and operations. This webinar will equip you with the cross-functional insights you need to make smarter decisions, protect profitability, and stat ahead in a shifting environment.

Featured Speakers from the CBIZ Tariff Team

Chris Baltimore, Managing Director, Financial ServicesKyle Ludwig, Managing Director, Alternative Investment GroupJan Smallenbroek, Managing Director, Financial Services

Preparing To Become a BaaS Bank
2025-05-29 12:00 - 13:00
Event details

As the banking as a service (BaaS) model continues to reshape the financial services industry, traditional banks are facing new challenges – and opportunities – when integrating fintech partners into their ecosystem. One of the most critical areas of readiness lies in regulatory and financial crime compliance.

This webinar will help equip attendees with tools and insights to assess their organization’s readiness for BaaS integration. Crowe specialists will cover how to adapt traditional anti-money laundering (AML), know your customer (KYC), and fraud programs for the indirect customer relationships introduced through BaaS. Presenters will also highlight how to align transaction monitoring and customer compliance strategies with industry expectations and regulatory scrutiny.

Real-world case studies, common risk themes, and scalable frameworks can help participants evaluate due diligence processes and audit preparedness. Whether you are already engaged in BaaS or considering this path, this session can help your bank stay defensible, adaptable, and aligned with emerging expectations.

Learning objectives

By attending this session, you should be able to:

Align your programs with regulatory expectations and best practices

Explain the BaaS model and its implications for compliance programs

Identify the risks that fintech partnerships introduce to financial crime and regulatory controls

Design a due diligence and oversight framework for third-party fintechs

Adapt transaction monitoring, fraud, KYC, and screening programs for BaaS scalability

Tax Transformation Trends 2025: Rising to meet the moment
2025-05-29 12:00 - 13:00
Geopolitical challenges and cost pressures are making it difficult for companies to transition to artificial intelligence (AI)-enabled tax operations. Join us to explore the latest 2025 Tax Transformation Trends survey insights. Discover how tax and finance leaders are responding to today’s challenges. We’ll discuss:

Role of AI in tax automation and importance of collaborating with Finance and IT to affect tax technology strategy

Current trends in tax compliance and the increasing need for tech expertise

Impact of cost pressures on tax processes and the benefits respondents perceived from outsourcing to third-party providers

Navigating the Fintech frontier: Legislative, crypto, and global tax insights
2025-05-29 12:00 - 13:00
Webcast overview

KPMG LLP (KPMG) is pleased to invite you to a one-hour Webcast focused on the latest legislative developments, international updates, crypto regulations, and other timely topics in the Fintech industry.

Please join Jennifer Acuna, Principal in the KPMG Washington National Tax practice, and Hannah Dobson, Partner and Fintech lead in KPMG UK, along with Lani Chou, Director of Information Reporting & Withholding Tax, as they lead a discussion on the following topics:

Legislative developments in the industry

Global industry considerations

Crypto regulations and potential impact on the tax department

Continuing education

There 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.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

GASB Update: Recently Issued Standards & Projects
2025-05-28 15:00 - 16:00
Join Forvis Mazars for a complimentary webinar as we discuss GASB Statement No. 102 (GASB 102), Certain Risk Disclosures; GASB 103, Financial Reporting Model Improvements; GASB 104, Disclosure of Certain Capital Assets; and other GASB projects. In addition, we’ll share insights on the application of the new standards and projects applicable to healthcare organizations.

Learning Objectives

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

Describe recently issued GASB standards.

Discuss projects GASB is currently working on.

Recognize lessons learned from applying new standards.

CPE Information

1.00 CPE Credit (pending approval)

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

Navigating Export Controls: Diverse Perspectives Five Months into the Trump Administration
2025-05-28 15:00 - 16:00
Examine the evolving landscape of export controls under the Trump Administration. As we reach the five-month milestone, this session will bring together industry experts to discuss the critical changes and challenges facing businesses engaged in international trade.

Learning Objectives

Examine shifts in diversion and transshipment risks.

Discuss the current regulatory environment.

Describe how businesses are modifying their export compliance programs in response to the new administration’s policies.

Analyze potential shifts in enforcement priorities.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

Future-proofing your workforce and supercharging resource efficiency
2025-05-28 14:00 - 15:00
Description:

Skilled internal auditors are the backbone of a strong internal audit function, and Standard 10.2 requires a clearly defined approach for developing and retaining auditors who are qualified to support the internal audit strategy and plan. Meeting this new requirement presents real challenges, including a shrinking talent pool, skill gaps in emerging risk areas, and difficulties balancing workloads amid increasing demands and limited resources. In this session, explore strategies to tackle these challenges head-on, upskill your team, and optimize resource allocation to enhance performance, improve retention rates, and elevate your audit function.

Learning Objectives:

Apply the requirements of the Global Internal Audit Standards for developing and retaining internal auditors.

Implement tactical, high-impact strategies to attract and retain skilled internal auditors while fostering continuous professional growth.

Leverage innovative technology to optimize resource allocation and create a future-ready workforce that supports the evolving needs of internal audit.

CPE Credit(s): 1

Field of Study: Personnel/Human Resources

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None

*Click here for more CPE Information.

AuditBoard Webinar Series: Tune into the AuditBoard Webinar Series to hear from industry experts who will discuss the latest trends in audit, risk, and compliance, and to gain actionable insights to help elevate your organization’s performance. Register Now to earn free CPE credits!

Navigating CMMC Updates
2025-05-28 13:00 - 14:30
The Details

Join us for an insightful webinar on the Cybersecurity Maturity Model Certification (CMMC). CohnReznick’s team will share valuable experiences from implementing CMMC, provide updates on the latest rulemaking, and offer practical advice for best practices to help your organization navigate CMMC compliance with confidence.

Designed for GovCon executives, accounting and finance departments, human resources, and project managers, topics to be discussed include:

Learn about the current status of rulemaking

Gain an understanding of the assessment process

Hear practical advice on how to gain certification

Live webinar participants are anticipated to qualify for 1.5 CPE credits in the Specialized Knowledge field of study.

Navigating Pillar Two Compliance: Strategies & Solutions with Grant Thornton and Orbitax
2025-05-28 13:00 - 14:00
Event description

Join Grant Thornton and Orbitax for an in-depth webcast on navigating the technical and operational complexities of the OECD’s Pillar Two rules. Our tax professionals will outline key planning considerations and compliance challenges, while the Orbitax team will demonstrate the Orbitax Global Minimum Tax solution—an integrated tool designed to streamline data management, calculation, reporting, and stakeholder communication. Learn how multinationals can collaborate with advisors, toggle data sources for scenario analysis, track deadlines in real time, and generate localized compliance reports. This session is ideal for tax professionals seeking scalable, tech-enabled strategies to manage global minimum tax obligations.

Date and time

Wednesday, May 28, 2025

1:00 PM ET – 2:00 PM ET

Recommended CPE credits

1

Learning objectives

Apply the Orbitax Global Minimum Tax solution to perform GloBE calculations and toggle data sources for scenario analysis.

Analyze the eligibility of multinational entities for safe harbor provisions under the OECD’s Pillar Two framework.

Evaluate technology-enabled strategies for managing global minimum tax obligations across jurisdictions.

Trade, Tariffs, and Technology - A Critical Juncture for 2025
2025-05-28 13:00 - 14:00
The global shift towards protectionist policies has ushered in a new era for global trade, where the intersection of tax, technology and trade could become increasingly important. SAP Global Trade Services (GTS) can offer a strategic solution to help companies navigate these challenges by reducing global duty spend, facilitating compliance with changing regulations, automating trade processes and mitigating risks associated with fluctuating tariffs as well as evolving trade regulations. CPE-eligible for 1 Information Technology credit.

Preparing for Future Funding Challenges
2025-05-28 13:00 - 14:00
Join Forvis Mazars for a CPE-eligible webinar as we provide an overview of funding lawsuits that have occurred since the new administration has been in office, the forecasting of future funding trends, and potential issues organizations may face. In addition, this presentation will focus on an entity’s financial portfolio and financial planning strategies for possible disruptions and challenges.

Learning Objectives

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

Discuss forecasting future funding trends and potential challenges.

Outline steps for building organizational resilience and adaptability.

Describe advocacy and policy engagement to help influence funding decisions.

Identify ways to create internal efficiencies and fine-tune resource allocation.

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.

Navigating cybersecurity in 2025: Trends, controls and mitigating attacks
2025-05-28 12:00 - 13:00
The cybersecurity landscape is evolving, and it can feel like your public sector organization is on the defense keeping up with the latest cyber risks, regulations and emerging trends. As we’re seeing in recent headlines, even the most established organizations are subject to cybersecurity attacks. While sophisticated hacking is a valid threat, it’s rarely the root cause of a data breach. To mitigate risk, you must understand your organization’s unique vulnerabilities, cybersecurity processes and controls.

Baker Tilly’s cybersecurity specialists have spent the past year collecting and observing key trends shaping the cybersecurity environment. Now is a good time to review your organization’s controls and assess what improvements can be made to protect your information and the value of your organization. Watch this insightful webinar for a full breakdown of what organizations need to know about trending risks and how to mitigate them.

Learning objectives

Review and understand the current trends in the cybersecurity landscape

Examine the internal and external cybersecurity related risks that organizations face

Understand key action items that can be taken to reduce cyber risks

Who should attend Leadership and professionals from cities, towns, counties, school districts, special districts, utilities, economic development organizations, tribal governments, higher education and not-for-profit organizations who are involved in decision-making and strategic initiatives

Presenters

Jay Staley, Ed.D. Co-host, Director

Matt Bubness, M.P.A. Co-host, Director

Peter Tsengas, CISA, CISM Senior Manager

Information about CPE eligibility There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.

CPE credit: One (1) hour total credit  Level: Basic Field of study: Specialized knowledge

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.

AI Credibility in Life Sciences: FDA’s Regulatory Guidance
2025-05-28 12:00 - 13:00
Webcast overview

The life sciences industry is on the cusp of a transformative era, driven by the integration of Generative AI solutions. These advanced technologies are poised to revolutionize regulatory decision-making, ensuring the safety, effectiveness, and quality of life sciences products. However, with this innovation comes the need for clear and robust guidelines. The U.S. Food and Drug Administration (FDA) has recently published draft guidance, “Considerations for the Use of Artificial Intelligence to Support Regulatory Decision-Making for Drug and Biological Products”, to address the use of AI in regulatory processes.

Join us for an insightful webcast, co-hosted by KPMG and ValKit.ai, where we will delve into the implications and practical applications of this guidance.

Our Speakers:

Louie Rayal, VP of Governance, Risk & Compliance at GSK

Madhavi Ganesan, Life Sciences Director at KPMG LLP

Dr. Paul Campbell, Chief Regulatory Officer, HealthAI (Former MHRA)

Dr. Laura Rose, Engagement Partner, Bruder Consulting & Venture Group (Former FDA)

Stephen Robert Ferrell, Chief Product Officer, Valkit.ai

Continuing education

There will be 1.5 continuing professional education (CPE) credits available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately 1.5 hours.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Control Automation in ERP Upgrades: Navigating SOX Compliance
2025-05-28 11:00 - 12:30
Webcast overview

In this Future of SOX webcast, we will explore how companies are using ERP implementations and upgrades to drive significant increases in their levels of controls automation. We will also explore why technology implementations are the number one cause of material weaknesses and the specific pitfalls to avoid.

In this upcoming webcast, Jonathan Levitt, Managing Director in the KPMG Cybersecurity & Technology Risk network, will describe how to ensure that the full control capabilities are leveraged as part of an ERP upgrade or implementation, and he’ll share some practical, real-world examples to ensure your implementation results in a more automated environment. Subash Samuels, Principal in the KPMG Internal Audit & Controls network, will then discuss external audit considerations related to an upgrade or implementation, related to the implementation and the resulting automated controls.

Sue King, US SOX Offering Leader for KPMG, will moderate the discussion, providing perspective on the implications on internal controls and SOX programs.

Specific topics of discussion will include:

Exploring the internal control pitfalls related to system upgrades and implementations

The control automation possibilities offered with ERP applications

Considerations to ensure your upgrade or implementation results in an automated control environment and not just a ‘lift and shift’ of the current process

ISO 42001: How Tech Companies Can Promote Trust in AI Systems
2025-05-27 15:00 - 16:00
Join us for this insightful webcast designed specifically for technology companies, where our speakers will delve into ISO/IEC 42001, the international standard that sets the benchmark for establishing, implementing, maintaining, and continually enhancing an internal Artificial Intelligence Management System (AIMS).

Participants will discover how ISO 42001 is pivotal in AI governance, empowering tech companies to certify and showcase the reliability and integrity of their AI system development and deployment. This session will cover the essential practices defined by ISO/IEC 42001, providing guidance for technology companies to innovate with AI responsibly and efficiently, ensuring alignment with global standards and fostering trust in AI solutions.

Learning Objectives

Recognize the need for governance in AI systems.

Discuss the importance of promoting public trust related to AI systems.

Describe the frameworks that are available for AI Governance, including ISO 42001.

CPE Information

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

Integrating AI Governance Into Normal Operations
2025-05-27 14:00 - 15:00
The rise of artificial intelligence (AI) has introduced new risks that organizations must effectively manage. To harness the power of AI while reducing potential risks, organizations should establish strong governance, promote transparency, and foster a culture of continual learning. Join Forvis Mazars for an informative webinar as we explore the evolving landscape of AI, focusing on how to integrate AI governance with existing operational processes. We’ll discuss ethical concerns, regulatory implications, and the operational risks that effective governance can address, as well as AI risk mitigation strategies within current processes. In addition, we’ll define AI governance and outline an in-depth approach to integrating AI governance within your organization.

Learning Objectives

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

Recognize the evolution of generative AI across all industries.

Identify how to position your organization as an innovator of AI technology, utilizing current processes.

Describe key considerations for integrating your AI governance strategy into normal operations.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Dynamics GP payments: Choosing the best option
2025-05-27 13:00 - 14:00
Event overview

Join us for a webinar where we will delve into the various payment processing methods available within Microsoft Dynamics GP. This session will provide specific use cases and practical tips to equip you with the knowledge and skills needed to maximize the capabilities of Dynamics GP for payment processing and improve your overall financial management practices.

What you’ll learn:

Miscellaneous checks (bank reconciliation): Understand how to handle miscellaneous checks and achieve accurate bank reconciliation.

Manual payments: Learn the step-by-step process for recording manual payments and managing them effectively.

Quick checks: Discover the convenience of quick checks and how to utilize them for swift payment processing.

Credit card payments: Explore the methods for processing credit card payments and integrating them into your financial workflows.

Computer checks: Gain insights into generating and managing computer checks for streamlined payment operations.

EFT payments: Dive into electronic funds transfer payments and learn how to set up and process EFT transactions.

Prepayments: Understand the importance of prepayments and how to manage them within Dynamics GP.

Scheduled payments: Learn how to schedule payments for timely and accurate financial management.

Customer refunds: Discover the best practices for processing customer refunds and maintaining customer satisfaction.

Simplifying Inter-Entity Transactions with Sage Intacct
2025-05-27 13:00 - 14:00
Join us for an informative webinar focused on mastering inter-entity transactions in Sage Intacct. Learn how to efficiently manage and streamline your inter-entity processes to promote accuracy and compliance across your organization.

Learning Objectives

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

Recognize the fundamentals of inter-entity transactions and their importance in multi-entity organizations

Review recommended practices for automating inter-entity processes to reduce manual effort and errors

Identify how to generate accurate inter-entity reports for better financial oversight

CPE

Recommended CPE: 1 CPE credit, Computer Software and ApplicationsPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based

View CPE sponsorship information

Effective board oversight of geostrategic risk
2025-05-22 15:00 - 16:00
Join the EY Center for Board Matters on Thursday, May 22, 2025, at 3:00 p.m. ET for another episode in Better Questions for Boards, our webcast series designed to provide directors with insights and questions to consider as they engage with management on a variety of complex boardroom issues.

Over the past five years, many boards have significantly increased their oversight activity related to geostrategic risk, and the proportion of boards participating in important political risk oversight activities has grown.

This webcast will address the current political and economic landscape, and panelists will talk about how leading boards are preparing to meet the geostrategic challenges of today and tomorrow. The agenda will provide board members with practical advice on enhancing director skills and knowledge, embedding geostrategy into board activities, and supporting management in identifying and mitigating global and political risks.

This 60-minute CPE-eligible webcast will be moderated by Robyn Bew from the EY Americas Center for Board Matters.

Panelists:

Mark Weinberger, Board Member, Johnson & Johnson, JPMorgan Chase & Co., Metlife Inc. and Saudi Aramco

Lydia Boussour, EY-Parthenon Senior Economist, Ernst & Young LLP

Ambassador Antonio Garza, Board Member, Canadian Pacific Kansas City and Greenbrier Companies

Oliver Jones, EY-Parthenon Global Strategy and Transactions Markets, Sustainability and Geostrategy Leader

Navigating Nonprofit Financials: A Board Member's Guide to Reporting
2025-05-22 14:00 - 15:00
Financial reporting transparency and accountability helps to support your organization’s mission and goals. This complimentary session is designed to equip board members with essential knowledge to oversee nonprofit financial management. Learn how to read financial statements, gain insights into new revenue recognition standards, and understand the management and reporting of restricted funds.

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

Identify the key components of nonprofit financial statements, including the Statement of Financial Position, Statement of Activities, Statement of Functional Expenses, and Statement of Cash Flows.

Recognize the new revenue recognition standards and related risks, as well as the internal control and disclosure requirements.

Recall whether certain revenue transactions are contributions or exchange transactions.

Describe how to manage and report restricted funds, including donor-imposed restrictions and how they dictate the use and timing of funds.

Who should attend

This session is designed for finance teams, management, executives, and board members of nonprofit organizations.

CPE

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

View CPE sponsorship information

The Power of Third-Party Hotlines & Data Analytics in Combating Fraud
2025-05-22 14:00 - 15:00
Fraud can go undetected in an organization, which can cause the loss of revenue for an organization, putting it at risk. It’s imperative an organization stays ahead of the curve by taking proactive steps to help prevent fraud and address risks. According to the 2024 ACFE Report to the Nations, a hotline and data analytics can help reduce the duration and dollar loss from fraud.

Join Forvis Mazars for our first session of the Forensics Institute as we share essential tips on detecting and managing fraud risk within your organization.

Learning Objectives

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

Describe recent fraud trends/schemes.

Recognize different techniques for preventing fraud, such as a fraud and ethics hotline or analytics.

Discuss real-life examples of fraud and how they could’ve been detected with forensic data analytics.

Take a look at our other two sessions in the series!

Behind the Scenes: Executing Effective Fraud Investigation Interviews

Tips From the Field: Selecting & Engaging With an Expert Witness

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.
