Free Live CPE Calendar

Foundations for AI governance: Building an effective and scalable program
2025-11-13 14:00 - 15:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Description:

As artificial intelligence (AI) adoption accelerates across industries, organizations are under mounting pressure to build responsible, transparent, and resilient governance structures. This webinar offers a tactical and practical blueprint for establishing an enterprise AI governance program from the ground up or scaling an existing framework. We’ll break down key operational components, from writing an AI policy and integrating with GRC tooling to standing up an intake and assessment process.

You’ll gain insight into how to define AI-specific risk statements, align with enterprise risk appetite, and develop an AI strategy that translates compliance and ethics into day-to-day operations. We’ll also explore how to establish an AI inventory and embed governance across key domains, including third-party risk, data governance, legal, compliance, and operations.

Learning objectives:

Draft and formalize an enterprise AI policy aligned to existing risk, compliance, and governance frameworks.

Design an AI model intake and assessment process, including roles, responsibilities, and integration with GRC tools.

Define AI-specific risk statements and evaluate whether existing risk appetite statements require revision.

Develop an enterprise AI strategy that incorporates both innovation objectives and responsible use guardrails.

CPE credit(s): 1

Field of study: Information Technology

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

The Future of Controls Automation: Driving Efficiency and Cost Savings with the Connected Workiva Platform
2025-11-13 14:00 - 15:00
About this Event:

As regulatory demands increase and internal controls become more complex, organizations are searching for smarter, more efficient ways to manage compliance. Manual control processes riddled with time-consuming data collection, fragmented workflows, and inconsistent documentation leave companies exposed to audit risks and inefficiencies.

We’ll share a real-world example of an organization that successfully automated key control processes, resulting in significant time savings each quarter and remediation of audit findings related to incomplete or inaccurate user access data with the Workiva platform. This session will showcase how automation drives efficiency and strengthens control reliability, reduces compliance risk, and sets a foundation for scalable, sustainable audit readiness.

After this session, you’ll be able to:

Discuss how automation enhances control reliability and reduces compliance risk

Identify potential ways to connect systems to automatically obtain user access data, minimizing manual effort and enhancing data accuracy

Describe the process of designing automated workflows for user access reviews that streamline processes, enforce deadlines, and create clear audit trails

Formulate strategies for automating the resolution of user access review findings

Apply real-time visibility and reporting to achieve continuous audit readiness and confidently meet compliance requirements

Workiva offers one complimentary CPE credit for this webinar.

Beyond the Tools: Why Optimizing CAS Technology Is the Key to Unlocking Advisory ROI
2025-11-13 14:00 - 15:00
Advisory success isn’t just about adopting new tools—lots of firms can do that. It’s about using those tools well. While many firms have invested in technology to support client advisory services (CAS), a striking 97% report they aren’t using those tools efficiently. Without optimization, the real ROI of CAS technology—improved productivity, engaged staff, and actionable insights—could be hard for firms to realize.

In this session, Kim Blascoe, CPA, Senior Director of CAS Professional Services at CPA.com, and Jessica Kubal, Consulting Managing Director at Baker Tilly US, will explore what’s holding firms back and how to move from underutilization to transformation. You’ll gain a deeper understanding of what intentional technology strategy looks like in a high-performing CAS practice—and how to chart your path forward.

Learning Objectives

By the end of this webinar, participants will be able to:

Recall benchmark insights from the CPA.com and BILL Growth & Tech Survey that highlight the urgency for improvement.

Recognize common inefficiencies in CAS technology usage across the profession.

Identify the characteristics of firms that have successfully optimized their CAS tech stack.

Distinguish between technology adoption and true technology utilization.

Select key areas within your existing CAS workflow where optimization can yield immediate impact.

Indicate the relationship between optimized technology use and staff satisfaction.

How to Prepare for 2026 California Climate Disclosure, with CARB Assistant Division Chief, Sydney Vergis
2025-11-13 14:00 - 15:00
About this Event:

With the California Air Resources Board (CARB) set to finalize implementation rules for the state’s landmark climate disclosure laws—the Climate Corporate Data Accountability Act (formerly SB 253) and the Climate-related Financial Risk Act (formerly SB 261)—by year-end, the clock is ticking for companies required to comply in 2026.

The Climate Corporate Data Accountability Act requires large companies doing business in California to publicly disclose their greenhouse gas (GHG) emissions. The Climate-Related Financial Risk Act mandates climate risk disclosures aligned with frameworks such as TCFD or ISSB’s IFRS S2 Climate-Related Disclosure. These laws impose new data, assurance, strategy and governance expectations to integrate climate considerations into business planning. The session will deliver an overview of the laws’ development timeline and key requirements, including agency insight on program goals and application.

Join Workiva industry principal Alyssa Zucker for a live discussion with assistant division chief of the California Air Resources Board, Sydney Vergis, Ph.D. on critical first year reporting requirements, and expectations for future disclosure.

We will break down:

Key elements of CARB’s proposed regulations and guidance

The latest deadlines and reporting expectations for 2026

How to determine if your company falls under SB 253 or SB 261

What to expect from CARB’s forthcoming templates, public registries, and assurance requirements

The session will also include a moderated Q&A to address common questions regarding scope, applicability, data requirements, reporting structure, and alignment with global frameworks and reporting mandates.

After attending this session, participants will be able to:

Assess Applicability: Understand proposed definitions of “doing business in California” and revenue thresholds determining applicability for SB 253 and SB 261.

Navigate Reporting Requirements: Identify minimum reporting requirements for first year disclosure, and what remains TBD for future years.

Prepare for Assurance: Grasp the phased- limited and reasonable assurance requirements for emissions disclosure.

Leverage Official Resources: Receive a direct overview of templates, guidance, and resources available from CARB.

Workiva offers one CPE credit for this session.

Tax Controversy: Today’s Landscape and Planning for Tomorrow
2025-11-13 14:00 - 15:00
Webcast overview

KPMG LLP (KPMG) is pleased to invite you to this one-hour TaxWatch webcast that will address key tax controversy trends and updates.

Hear a panel of KPMG speakers as they delve into the latest Federal tax controversy topics.

The session will cover:

Updates on the IRS organization, including reflection on the effects of the government shutdown;

Analysis of trending IRS examination issues; and

Discussion of practical recommendations and options for navigating IRS interactions in the current environment.

Continuing education

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.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code D8NB54TKDYL.

Tax in a time of transition (November 14, 2025)
2025-11-14 12:00 - 13:00
Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations.

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

The US economy and tax policy

What’s happening at the IRS

Breaking developments

We hope you will be able to join us.

CAMT Update: Interpreting the Newest Guidance and Selecting an Approach for 2025
2025-11-14 14:00 - 15:00
Webcast overview

KPMG LLP invites you to attend a 60-minute webcast that will explore the newest Corporate Alternative Minimum Tax (CAMT) guidance issued by Treasury and IRS as well as the considerations for taxpayers looking to select a path forward for 2025 tax years.

Presenters from the KPMG Washington National Tax office will cover top-of-mind topics, including:

How the One Big Beautiful Bill Act (OB3) is driving CAMT liabilities and taxpayer reactions

An overview of recent CAMT guidance, including Notice 2025-46 and Notice 2025-49, and the “new” AFSI adjustments that have the potential to decrease CAMT liabilities

The current flexibility taxpayers have in relying upon CAMT guidance

Other key considerations for applicable corporations, including the importance of modeling, and

The future CAMT landscape.

Continuing education

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.

Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code DSNJP55S3B4.

Top Risks in Internal Audit for 2026
2025-11-17 13:00 - 14:00, 2025-11-18 13:00 - 14:00
Event details

Is your organization prepared for the internal audit risks ahead? Join our one-hour webinar on Nov. 13 from 1-2 p.m. Eastern, as Crowe professionals provide an overview of the top risks expected to affect organizations in 2026 and share insights from industry experience. We’ll discuss risk trends for the top risks of each sector and agnostically present strategies to help reduce exposure and offer practical steps for embedding risk monitoring into your audit repertoire.

After attending this session or any of the sessions below, you should be able to:

Recognize emerging risks facing internal audit teams for your sector and agnostically

Identify ways to reduce inherent risk through governance, compliance, and technology solutions

Describe methods for incorporating risk monitoring into your audit strategy

Presenters:

Jill Czerwinski, Managing Principal, Risk Consulting

Mohammad Nasar, Principal, Consulting

Justin Mahoney, Internal Audit Consulting

Corey Minard, Senior Manager, Consulting

Nate Williams, Cyber Consulting

Attend the Nov. 13 webinar to get a broad view of what’s ahead in 2026 and join us the following week for industry-specific insights. You can register for any or all sessions of the “Top Risks in Internal Audit for 2026” webinar series below.

This session will kick off the series of follow-up webinars below, offering deeper dives into risk trends for specific industries.

Nov. 17: Top Internal Audit Risks for Public Sector Organizations in 2026 (1-2 p.m. Eastern)

Presenters:

Mark Maraccini, Partner, Consulting

Bill Dykstra, Internal Audit Consulting

Kavita Zeeshan, Internal Audit Consulting

Nov. 19: Top Internal Audit Risks for Life Sciences Organizations in 2026 (1-2 p.m. Eastern)

Presenters:

Hina Kochhar, Internal Audit Consulting

Tim Peitsch, Cyber Consulting

Benjamin Newton, Internal Audit Consulting

Nov. 18: Top Internal Audit Risks for TMT Organizations in 2026 (1-2 p.m. Eastern)

Presenters:

Justin Mahoney, Internal Audit Consulting

Sofia Mari, Internal Audit Consulting

Raul Palacios, Internal Audit Consulting

Nov. 20: Top Internal Audit Risks for Financial Services Companies in 2026 (1-2 p.m. Eastern)

Presenters:

Giulio Camerini, Principal, Risk Consulting

Dave McKnight, Principal, Risk Consulting

Elena Sutton, Regulatory Compliance & Financial Crime Consulting

Ronak Desai, Consulting

Emily Morrissey, Regulatory Compliance & Financial Crime Consulting

Katie Renz, Regulatory Compliance & Financial Crime Consulting

Tom Kunkel, Integrated Risk Management Consulting

Additional CPE information

Medicare Provider Enrollment Basics & Off-Cycle Revalidation Updates
2025-11-17 14:00 - 15:00
Join Forvis Mazars for a complimentary webinar focused on off-cycle revalidations. In this session, gain an understanding of the provider enrollment process for Medicare, as well as the off-cycle revalidation process for Medicare-enrolled skilled nursing facilities (SNFs). In addition, we’ll discuss the various components of the reporting requirements for additional disclosable parties.

Learning Objectives

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

Describe the enrollment process for Medicare Part A providers.

Recognize the requirements for SNFs as they pertain to the off-cycle revalidation of Medicare enrollment.

Distinguish between what is and isn’t considered an additional disclosable party.

Outline the changes to future enrollment for SNFs, as well as the future ramifications for other Medicare Part A providers.

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.

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

International Services and Transfer Pricing Year-End Planning Strategies
2025-11-17 14:00 - 15:30
This webinar is for businesses operating across borders or individuals with international assets and income.

Stay tuned for our other Year-End Planning webinars tailored to Federal Business Tax, State and Local Tax, and Private Client Services (Individual Tax).

Attend this webinar to:

Assess the latest developments in international tax legislation, including OBBBA impact.

Explain practical steps to minimize taxes and prepare for global expansion, including health checks on transfer pricing policies and compliance strategies.

Analyze the impact of transfer pricing and tariff changes on current operations and future growth.

Provision 29 unlocked: From framework to assurance
2025-11-18 10:00 - 11:00
Description:

As the corporate landscape evolves, the need for robust board accountability and effective leadership has never been more critical. This session will explore how Provision 29 encourages boards to balance skills and independence whilst fostering transparency and stakeholder engagement. In particular, we will delve into the importance of implementing material controls that ensure effective risk management and compliance within organisations. Discover the implications of this provision for corporate governance practices and learn how organisations can adapt to enhance their long-term success.

Learning objectives:

Identify the principal changes in the 2024 UK Corporate Governance Code.

Discuss the critical role of material controls.

Dive into the board’s role in risk management.

Apply the reporting and disclosure requirements.

CPE credit(s): 1

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Thank you to our speaker from EY!

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!

6 CPE - 2025 Financial Institutions Virtual Symposium
2025-11-18 10:00 - 17:00
Join Forvis Mazars and other industry leaders for a dynamic event that will provide valuable insights on current issues redefining the banking industry. Topics covered will include accounting and tax updates, credit trends and risks, regulatory compliance, cybersecurity, and more. Don’t miss this opportunity to stay informed and ahead of recent updates impacting financial institutions.

Learning Objectives

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

Discuss recent tax and accounting updates affecting financial institutions nationwide.

Apply current industry trends and best practices at financial institutions.

Identify upcoming issues that may affect the overall banking environment.

CPE Information

6.00 CPE Credit (pending approval)

Up to 6 CPE credits (pending approval) in the Specialized Knowledge, Auditing, Taxes, and Economics fields of study may be awarded upon verification of participant attendance, during live broadcast.

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

Transformational M&A: Driving bold growth amid disruption & innovation
2025-11-18 11:00 - 12:00
Key takeaways

Businesses are navigating disruptive forces: geopolitics, regulatory changes, and rapid technological advancements. How can transformational M&A empower organizations to achieve bold growth and strategic repositioning in today’s disruptive environment? We’ll discuss:

Leading practices for successful transformation, including adopting a transformational mindset, maximizing portfolio value, and building a future-ready workforce

Ways to balance defensive strategies for resilience with offensive moves for innovation and expansion

The critical role of AI and technology in driving new business models and long-term value

Considerations for integrating culture, talent, and partnerships to deliver results

Simplify Your 1099 Filing for 2026
2025-11-18 11:00 - 12:00
Year-end reporting is stressful by nature, but it doesn’t have to be chaotic. In this fast-moving virtual session, our experts will walk you through 2026 1099 filing requirements, the most common errors that lead to penalties and proven strategies to streamline your workflow. Whether you’re managing filings in-house or with a third-party provider, you’ll gain practical steps to reduce risk and ensure timely, accurate submissions.

Join our webinar to learn how to avoid these common pitfalls and simplify your 1099 filing process. Our outsourced accounting experts will guide you through technology-driven solutions that offer secure, customizable electronic options to save you time and minimize risk.

Secure your spot today to ensure your year-end runs smoothly and without the usual stress!

Learning Objectives:

Build strategies to avoid the usual year-end rush and bandwidth problems

Prepare to meet the tight filing deadline of January 31

Establish efficient workflows to avoid stress and late fees

Speaker

Eric Thomas, Partner, Armanino Advisory LLC

Parnia Pandkhou, Partner, Armanino Advisory LLC

Niki Rahimi, Director, Armanino Advisory LLC

Oscar Trejo, Senior Consultant , Armanino Advisory LLC

Rebecca Bunas, Senior Account Executive, Armanino Advisory LLC

Participants will earn 1 CPE credit*(Field of Study: Specialized Knowledge)

*NASBA DETAILS

Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact ElevateLearn@armanino.com.

Armanino 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.

Navigating ERISA Compliance in 2025
2025-11-18 13:00 - 14:00
As regulatory complexity continues to evolve, retirement plan sponsors and fiduciaries must stay ahead of critical compliance deadlines and procedural updates. Join us for a timely and informative webinar that breaks down the latest guidance and practical implications of key ERISA developments.

We’ll explore:

New Guidance on Roth Catch-Up Contributions:

Understand the new mandatory Roth treatment for catch-up contributions by high earners starting in 2026. Learn how plan sponsors can prepare for implementation, including payroll integration and participant communications.

DOL Delinquent Filer Voluntary Compliance Program (DFVCP):

Review recent changes to the DOL’s on-line DFVCP platform for correcting late Form 5500 filings. Discover how the DFVCP offers relief and what changes may impact your filing strategy.

Plan Amendment Deadlines for Changes in the Law Since 2019:

Get clarity on mandatory amendment timelines and best practices for coordinating with service providers, for all changes in the law affecting tax-qualified retirement plans since 2019. We’ll share actionable steps to streamline your amendment process and avoid last-minute compliance risks.

Record Retention Rule Reminders:

Revisit ERISA’s recordkeeping requirements and learn how to align your retention policies with current enforcement expectations. We’ll highlight common pitfalls and how to avoid them.

Learning Objectives

Review mandatory Roth treatment for catch-up contributions by high earners starting in 2026. List what service providers and plan sponsors must do now to prepare for implementation and identify best practices for ongoing compliance.

Identify how to leverage the DOL’s (DFVCP) to correct late Form 5500 filings and avoid escalating penalties. We’ll share recent enforcement trends and practical tips for timely compliance.

Review the IRS-mandated deadlines for plan amendments for changes in law since 2019 including the CARES Act, SECURE 1.0 Act and SECURE 2.0 Act. Discover how to coordinate with third-party vendors and internal stakeholders to ensure timely adoption and avoid disqualification risks.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

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

Tax Accounting Impacts of the OBBBA
2025-11-18 13:00 - 14:00
Event details

The new tax and budget law, commonly known as the One Big Beautiful Bill Act (OBBBA), introduces significant tax reforms that carry immediate and long-term implications for financial statement preparation. As businesses ready year-end 2025 filings and look ahead to the first quarter of 2026, the OBBBA introduces challenges across federal, state, and international tax reporting that demand careful attention.

In this webinar, Crowe tax professionals will explore the implications of the OBBBA for tax accounting and financial reporting. Attendees will gain insights into how these provisions might intersect with the adoption of Accounting Standards Update 2023-09, “Income Taxes (Topic 740): Improvements to Income Tax Disclosures,” for public companies, creating a complex landscape for calendar year-end filers.

This webinar offers practical considerations, key timelines, and risk-focused takeaways to support compliance and financial transparency in a rapidly changing environment.

Learning objectives

After attending this session, you should be able to:

Describe the most significant OBBBA business tax provisions affecting financial reporting

Evaluate how select OBBBA provisions might influence calendar year-end 2025 and Q1 2026 financial statements

Identify key challenges in financial statement preparation stemming from OBBBA-related changes

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Accounting

This session is recommended for 1.0 hour of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

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

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

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

Additional CPE information

From risk to resilience: AI-driven supply chain signals for smarter ERM
2025-11-18 13:00 - 14:00
Event overview

Join us for a practical, action-oriented webinar as we explore how supply chain risk is evolving into a top-tier enterprise concern—and why integrating it into your enterprise risk management (ERM) framework is no longer optional.

Hosted by RSM leaders and a guest speaker from Equifax, this session will unpack real-world disruptions, hidden vulnerabilities and the strategic implications of supply chain risk across compliance, ESG (environmental, social and governance) and cyber domains. During this session, attendees will gain:

A clear understanding of how supply chain risk differs from supplier risk—and why it matters

Insights into why traditional ERM frameworks fall short

A practical model to define, quantify and monitor supply chain risk using AI-driven tools

Guidance on building strategic resilience and board-level visibility

Whether you’re a C-suite executive, audit committee member or middle market leader, this webinar will equip you with actionable strategies to future-proof your risk management approach and secure a competitive advantage in this increasingly unpredictable world.

Learning objectives

By the end of this session, attendees will be able to:

Identify the evolving landscape of supply chain risk and its growing impact on enterprise risk management frameworks.

Differentiate between supplier risk and supply chain risk to better assess interconnected exposures across multiple tiers.

Apply a structured approach to integrating supply chain risk into enterprise risk governance.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-basedField of study: Management Advisory Services | CPE: 1.0 credits

Accounting forward: Dynamics of AI, private equity, and talent pipeline
2025-11-18 13:00 - 14:00
CPE Credit: 1 hour for CPAs

In an era of rapid technological advancements and evolving financial landscapes, the accounting profession stands at a pivotal crossroads. This workshop delves into the transformative forces shaping the future of accounting. Participants will explore how AI is revolutionizing accounting practices, gain insights into the impact of private equity to the accounting profession, and discover strategies for attracting and developing top talent. Join us to stay ahead of industry trends, network with peers, and enhance your professional growth.

Upon successful completion of this course, you should be able to:

Understand and explain how AI is transforming accounting and identify its benefits and challenges

Analyze, examine and evaluate current private equity trends and their impact on accounting

Apply, develop and implement strategies for attracting and retaining top accounting talent

Level:BasicInstructional Method:Group Internet-BasedNASBA Field of Study:Business Management & OrganizationProgram Prerequisites:NoneAdvance Preparation:None

Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).

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Bridging the Generational AI Gap: Unlocking Productivity for All Generations
2025-11-18 13:00 - 14:00
Join us for an interactive panel discussion that reveals how artificial intelligence is reshaping productivity across a multigenerational workforce. Drawing on exclusive findings from the 2025 Generational AI Survey, our panel will explore how employees of all ages are engaging with AI tools, the real productivity gains being realized, and the critical role of tailored training and incentives in driving adoption.

Whether you’re a member of the C-Suite, board member, or people leader, this session will equip you with actionable strategies to foster inclusive innovation and maximize the impact of AI across your teams. Panelists will share key takeaways from the survey and discuss how generational diversity can unlock new levels of performance and commitment.

Learning Objectives:

Explain the latest trends in AI adoption, training, and productivity across generations in the workforce.

Identify how generationally diverse teams outperform less diverse ones in AI initiatives, and why inclusion matters for innovation.

Demonstrate actionable strategies to close generational gaps in AI skills, foster trust, and drive measurable productivity gains.

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Information Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

The Future of Manufacturing Begins With Crowe + Microsoft™
2025-11-18 13:00 - 14:00
Event details

Many manufacturers risk falling behind as they face supply chain disruptions, labor shortages, and evolving business models. But what if technology could help bring solutions to these challenges while streamlining operations? In this webinar series, Crowe industry specialists will unpack four ways your organization can accelerate digital transformation using Microsoft Dynamics 365™, Microsoft Power Platform™, Microsoft Power BI™, and Microsoft Copilot AI platforms.

You’ll discover how every area of your business can deliver on organizational goals using the Microsoft platform:

Operations: Address inefficiencies through automation and integration

Finance: Gain real-time financial visibility across the entire organization

Supply chain: Turn data into actionable insights

Customer service: Enhance customer experiences through connected platforms

Wherever you are on your digital transformation journey and no matter your role in the journey, Crowe can help you understand how the latest Microsoft solutions can help your manufacturing business improve.

Learning objectives

After attending this session, you should be able to:

Identify key operational, financial, supply chain, and customer service challenges facing today’s manufacturers and recognize how digital tools can address them

Determine how Dynamics 365, Power Platform, Power BI, and Copilot AI platforms can support cross-functional improvements in visibility, automation, and integration

Recommend the best next steps for your business on its technology road map

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Information technology

This session is recommended for 1.0 hour of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

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

Additional CPE information

Understanding Recent State Income Tax Developments and Their Impact
2025-11-18 14:00 - 15:00
Join us for the first installment of our two-part webcast series, where we delve into the latest legislative, regulatory, and judicial updates affecting state income taxes, including the impact of the One Big Beautiful Bill (OBBB). This session will address recent developments across various state income tax topics, including market-based sourcing, sale of partnership interests, and other areas. Our State Income Tax professionals will break down complex developments and equip you with the knowledge needed to confidently navigate the evolving state income tax landscape.

1.0 CPE Credit in the field of Taxes (TX)

Learning Objectives

Describe recent state income tax legislative, regulatory, and judicial developments and their impact on businesses.

Explain the consequences of the OBBB on your company’s state income taxes.

Discuss recent state changes in the areas of nexus, market-based sourcing, and sale of partnership interests.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

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

Lessons from the frontlines: Building anti-fraud programs that deliver ROI
2025-11-18 14:00 - 15:00
Event overview

Fraud prevention isn’t just a compliance necessity—it’s a strategic advantage. During International Fraud Awareness Week, our forensics and compliance team will host an interactive webinar to explore how leading organizations are building anti-fraud programs that deliver measurable impact and real return on investment (ROI). Greg Naviloff, Partner at RSM US, will be joined by Eric Christofferson, Managing Partner at DLA Piper, to share lessons learned from high-stakes investigations and program assessments.

Through lessons learned from high-stakes investigations and program assessments, we’ll highlight what works, what doesn’t and how to position fraud controls as a driver of business value. From leveraging data analytics to aligning with enterprise risk strategies, this session will offer a lively, engaging discussion with opportunities to ask questions, share your perspective, and hear directly from specialists on the latest thinking in fraud prevention.

Presenters

Greg Naviloff | Partner | RSM US

Eric Christofferson | Managing Partner | DLA Piper

Learning objectives

By the end of this presentation, participants will know:

How to build anti-fraud programs that support strategic goals

Real-world examples of fraud controls that delivered ROI

Common challenges and how to overcome them

How to measure and communicate the impact of fraud prevention

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credit for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.Advance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: Regulatory ethicsCPE: 1.0 credit

The impact of OBBBA on year-end planning for high-net-worth individuals
2025-11-18 14:00 - 15:00
Key takeaways

With the recent passage of the budget reconciliation bill H.R. 1, commonly referred to as the One Big Beautiful Bill Act (OBBBA), new considerations have emerged for individual tax and wealth planning. While personal goals remain central to year-end planning, OBBBA’s income and wealth transfer provisions may reshape key discussions. We’ll discuss:

Navigating upcoming tax policy discussions

Identifying potential individual income tax provisions while anticipating future changes

Assessing tax and succession planning issues related to wealth transfers

Content That Connects: WOW Prospects and Clients, Elevate SEO, and Superboost Your Brand
2025-11-18 14:00 - 15:00
95% of firm clients say that they are more likely to engage with a firm’s website and social posts when content is higher-level, fun, and learning-based. Despite Google’s moving-target algorithm and ever-changing SEO rules, there is one constant you can count on: Content is a must-have to engage clients and prospects, enhance SEO, and superboost your brand. Fresh, unique, delight-worthy content—articles, blogs, client magazines—is what keeps your firm visible and elevates you above the competition.

Too many firms have long relied on static, compliance-based content and followed the status quo to connect with prospects and clients. It wasn’t enough then, and it’s not enough now.

Learn how to leverage marketing assets to become a content machine (especially with AI), look like a million bucks, and keep clients and prospects engaged. Plus, see how pairing standout content with a trusted .cpa domain helps strengthen your brand, boost visibility, and leave competitors in the dust.

Learning Objectives

Identify the differences between compliance-based and brand-awareness content, and explain how each type affects an accounting firm’s visibility, client engagement, and perceived value.

Apply best practices for developing a content strategy that incorporates winning content and high-impact visuals to enhance SEO and differentiate your firm from competitors.

Utilize AI as your writing companion to atomize content and become a content machine.

New Tax Legislation: Key Business Credits & Incentives Considerations for the Manufacturing & Distribution Industry
2025-11-18 14:00 - 15:30
Event Overview

Understanding the latest legislative changes is critical to maximizing available credits and incentives. Join us as we break down key updates that may impact your organization – from Section 174 R&D expensing and Qualified Business Income to state-level credits, energy incentives, and full expensing opportunities under 100% bonus depreciation.Whether you’re planning for year-end or looking ahead to 2026, this session will equip you with actionable insights to optimize your tax strategy.

Learning Objectives

Examine the recent law change in OBBB for Section 174 and examine capitalization guidance for R&D expenditures.Review the options for reclaiming unamortized R&D costs and the impact of the law on future R&D credits.Explore the impacts of the new tax legislation on energy incentives.Identify the implications of law changes in relation to State Credit & Incentive opportunities. Introduce Qualified Production Property (QPP) and its eligibility for 100% bonus depreciation through 2030.Discuss the permanent restoration of 100% bonus expensing

For information regarding a complaint and/or program cancellation policies, please contact Laura Schons

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Sustainability Audit in Times of Regulatory Changes and Uncertainties – Discussing an EU Taxonomy Audit Example
2025-11-19 10:00 - 11:00
As the regulatory landscape for sustainability reporting changes and organizations face uncertainties, sustainability audits are an essential tool for organizations striving to align their business with environmental, social, and governance (ESG) principles. Audits provide a structured approach to evaluating sustainability practices, ensuring that organizations not only meet regulatory requirements but also identify gaps and opportunities for improvement to empower businesses to long-term value creation and efficiency improvements.

We aim to provide participants with an overview of the relevant regulatory changes resulting from the Omnibus and equip participants with practical insights and strategies for enhancing sustainability compliance within their organizations. By leveraging lessons learned from an EU Taxonomy and other sustainability reporting audits paired with deep fundamental ESG know-how, attendees will gain a deeper understanding of effective audit practices and the importance of aligning sustainability efforts with regulatory frameworks.

Learning Objectives:

Summarize Omnibus legislative changes to timeline, scope and contents of EU Taxonomy and CSRD sustainability reporting

Explain why sustainability reporting practices are important beyond regulatory compliance

Identify the key components of sustainability reporting and compliance criteria as defined by the EU Taxonomy

Apply best practices for conducting effective sustainability audits and integrating findings into organizational strategies during uncertain times

CPE: 1 credit available for live attendance

*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Business Management & Organization. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions.

Protiviti 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. For more information regarding refund, concerns, and program cancellation policies, please contact the CPE Administrator at cpeprograms@protiviti.com.

Beyond Integration: Unlocking Intelligent Automation
2025-11-19 10:00 - 23:00
Are disconnected systems slowing down your business operations? Join us for a practical, insight-packed presentation on how Workato’s AI-powered integration platform can transform the way midsize enterprises connect, automate, and scale. See real-world use cases and learn how to deploy intelligent automation to achieve faster time-to-value. Whether you’re in finance, operations, or IT, this session will show how you can simplify your tech stack and extend the value of NetSuite and other enterprise resource planning (ERP) systems using low-code, AI-enabled tools.

Learning Objectives

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

Discuss how to reduce manual processes and operational bottlenecks.

Describe ways to enable system-to-system connectivity, even when prebuilt connectors fall short.

Explain how agentic AI workflows can support orchestration and real-time decision making.

CPE Information

1.00 CPE Credit (pending approval)

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

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

2025 Year-End Webinar Series
2025-11-19 11:00 - 12:00
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.

Join multidisciplinary professionals from our audit, tax, and consulting teams as they present important year-end updates over six different sessions.

For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.

Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.

Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org

2026 Global insurance outlook
2025-11-19 11:00 - 12:00
Key takeaways

The global insurance sector is entering 2026 with heightened uncertainty due to economic volatility, evolving customer demands, and disruptive technologies. As boundaries between industries continue to blur, and insurers face margin pressure, rising costs, regulatory changes, and talent gaps, it is becoming clear that business as usual for insurers may not suffice going forward. We’ll discuss:

Looking beyond traditional growth strategies for a resilient and sustainable future

Scaling AI by fixing the foundations first

Building an insurance workforce that thrives with AI

Redesigning value around the modern policyholder

Navigating changes driven by the One Big Beautiful Bill Act
