Free Live CPE Calendar

International Tax Changes and U.S. Pillar 2 Response
2026-05-07 13:00 - 14:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
Event details

Global tax policy continues to rapidly evolve, and multinational organizations face increasing complexity as jurisdictions implement new frameworks and guidance. Developments related to the Organization for Economic Cooperation and Development’s (OECD’s) Pillar 2 and recent U.S. legislative responses, specifically, are reshaping how organizations evaluate compliance, reporting, and strategic tax considerations.

This webinar will provide a timely overview of key international tax provisions and how they intersect with global initiatives. Presenters will explain how international tax changes align with broader global initiatives and what they might mean in practice.

After attending this session, you should be able to:

Describe key international tax provisions included in recent U.S. legislation and related guidance

Explain the key provisions of the OECD’s Pillar 2 side-by-side package

Identify the practical considerations of these developments for multinational groups

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Taxes

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

Q2 2026 Quarterly sustainability webcast
2026-05-07 13:00 - 14:30
Join our sustainability specialists for the next quarterly discussion of the latest sustainability accounting and reporting developments in the US and abroad.

If you are not able to join our webcast on May 7, register for our final session on May 13.

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

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

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the May 7 and May 13 sessions will be the same, participants are only eligible to receive CPE for attending one session.Additional CPE Information

Due Diligence Reimagined: How AI Is Reshaping Valuations and Deal Risk
2026-05-07 13:30 - 14:30
Artificial intelligence (AI) is fundamentally changing how organizations create value and how investors, boards and deal teams must assess it. Traditional due diligence approaches that focus primarily on financials, operations and technology are no longer sufficient to understand the true value, scalability and risk profile of an AI-enabled business.

This one-hour webinar examines how AI maturity, disruption risk and scalability are now critical drivers of valuation. Drawing from Protiviti’s insights paper  Due Diligence Reimagined: AI’s Impact on Valuations, the session introduces a structured, AI-focused due diligence framework and discusses how private equity firms, corporate-development teams, and boards can avoid overpaying for assets vulnerable to AI-driven disruption.

Participants will leave with practical actions they can apply immediately to strengthen diligence, governance, and valuation decisions in an AI-driven market.

Learning Objectives

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

Identify how AI maturity, scalability, and disruption risk impact enterprise valuations and why traditional due diligence approaches may not adequately capture these risks.

Describe the key components of an AI-focused due diligence framework, including evaluating current AI capabilities versus future readiness and competitive exposure.

Assess how AI-driven disruption can erode revenue, compress margins, or undermine existing business models, creating valuation and investment risk.

Apply practical actions that boards, investors and deal teams can take to integrate AI considerations into diligence, valuation and governance decision-making.

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.

Real-World E-Discovery Insights Into Modern Investigations
2026-05-07 14:00 - 15:00
E‑discovery has become increasingly complex as data volumes grow and information sources expand beyond traditional document repositories. For attorneys managing investigations, disputes, and discovery obligations, the challenge is not just collecting data but understanding what it reveals and how it connects. During the first installment of our Forensics Institute, we’ll examine how e‑discovery can be strengthened by incorporating open‑source intelligence (OSINT) and forensic data analytics. Through practical examples and a forensic intelligence framework, our presenters will explore how relationship mapping, data mining, and publicly available information can provide additional context, support fact development, and enhance discovery strategy, and how supplementing those efforts with practical artificial intelligence approaches can lead to greater efficiencies.

Designed for small to midsize law firms, this session will focus on proportionate, defensible strategies for discovery that balance insight, efficiency, and cost. In addition, learn how an integrated forensic approach can reveal relationships, identify risks, and tackle modern discovery challenges, without relying on enterprise-level platforms.

Learning Objectives

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

Explain how e‑discovery fits within a broader forensic intelligence framework and why integration with OSINT and analytics matters.

Identify practical ways OSINT and relationship mapping can enhance traditional e‑discovery efforts, and how artificial intelligence (AI) can help streamline the process.

Recognize how an integrated approach can help law firms manage discovery more efficiently while gaining deeper investigative insights.

CPE Information

1.00 CPE Credit(s) (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.

Staying Ready vs. Getting Ready: Building Resilient Nonprofits
2026-05-07 14:00 - 15:00
In an environment of constant change, nonprofits that wait to “get ready” often find themselves reacting under pressure.

This complimentary session explores how nonprofit can adopt a “stay ready” mindset through long range, agile financial planning that helps strengthen resilience and support confident decision-making.

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

Identify how scenario planning and the use of leading indicators can help nonprofits anticipate change and handle uncertainty

Recall governance and strategic planning practices that enable nonprofits to adapt without disrupting core operations

Discuss practical strategies to regularly refresh long-range plans, so they remain relevant, flexible, and aligned with the mission

Who should attend

This session is designed for CEOs, CFOs, controllers, finance directors, financial managers, board members, trustees, business managers, audit committee members, and other decision makers in nonprofit organizations.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.

Event Policies

CPE

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

View CPE sponsorship information

California Climate Compliance: A Practical Path to SB 253 Implementation
2026-05-07 14:00 - 15:00
About this Event:

California’s climate disclosure requirements are no longer theoretical. With the August 1 emissions reporting deadline approaching for California’s Climate Corporate Data Accountability Act (SB 253), many organizations—particularly those without dedicated sustainability teams—are facing compressed timelines, fragmented data, and increasing pressure to deliver audit-ready disclosures.

For teams that have not yet implemented a solution, the challenge is not just compliance—it’s setting a foundation that is credible, defensible, and achievable within the time remaining.

This session will provide a clear, practical path forward.

Join Workiva for a discussion focused on how organizations can move from delayed preparation to a working SB 253 implementation in a matter of weeks—not months or years. We will walk through what actually needs to happen in year one, how to approach implementation without requiring perfection, and how to establish a foundation that can scale over time.

You’ll gain a realistic view of what a compressed implementation timeline looks like, including how to define boundaries, structure data collection, and transform processes, and prepare for assurance. The session will also include examples from organizations currently navigating SB 253 and highlight why they acted, where they faced challenges, and how they are progressing toward compliance.

If your organization still relies on spreadsheets, unclear ownership, or incomplete data, this session will help you understand what to prioritize now to reduce reputational risk for non disclosure.

This webinar is eligible for 1 CPE credit.

Who should attendFinance, controllership, compliance, legal, and internal audit leaders responsible for preparing their organization for California SB 253 emissions disclosure, especially those with lean sustainability teams.

This session is designed for organizations that:

Have not yet implemented a solution for SB 253

Are working with limited internal resources and tight timelines

Need a practical, defensible path to compliance, quickly

After completing this session, participants will be able to:

Recognize common risks and challenges organizations face when starting late—and how to mitigate them to support audit-ready disclosures.

Identify the critical steps required to initiate an SB 253 implementation within a compressed timeline, including key year-one priorities.

Explain how a phased, multi-year approach to climate disclosure enables organizations to establish a defensible foundation without requiring complete data maturity upfront.

Evaluate the components of an effective compressed implementation plan, including boundary setting, data collection and transformation, methodology development, and process documentation.

Capital markets at the crossroads: IPO and SPAC readiness in 2026
2026-05-07 14:00 - 15:00
Join us for a practical overview of how organizations can evaluate and prepare for entry into the public markets amid today’s rapidly shifting capital markets environment. Our team of experts will break down the latest trends shaping IPO and SPAC activity and what they mean for companies considering a public listing. Whether you’re early in the evaluation process or actively preparing for a transaction, we’ll explore the increasing complexity of these deals and why proactive planning and organizational readiness have become critical differentiators for success.

Attendees will leave with actionable insights to help determine the most effective path forward in 2026’s evolving capital markets landscape.

Participants will be able to:

Interpret current SPAC and IPO market signals and understand what they mean for issuer readiness and go-to-market planning.

Decide transaction timing using readiness criteria, macro indicators, and disclosure preparedness.

Develop an actionable readiness plan that strengthens capabilities regardless of path (traditional IPO vs. SPAC).

Identify and prioritize key readiness gaps across governance, financial reporting, and internal controls, using a structured readiness roadmap mindset to focus effort where it matters most.

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.

Capital in motion: Unlocking 2025 cash flow trends
2026-05-07 15:00 - 16:00
Key takeaways

In 2025, companies delivered solid top-line revenue and free cash flow growth, yet working capital performance improved modestly. Against a backdrop of tightening credit conditions, elevated interest rates, and ongoing macroeconomic volatility, cash discipline and balance sheet efficiency are critical driversof resilience and value creation. We’ll discuss:

How agentic artificial intelligence continues to change the landscape for working capital management

Key macroeconomic trends shaping working capital and cash flow performance

Working capital findings across industries

How leading companies aim to unlock structural working capital gains

AI-driven financial close: Fiction or future
2026-05-07 15:00 - 16:00
Event description

AI in Finance and Accounting is a thought‑leadership presentation designed to educate finance leaders on how AI—particularly in the context of modern cloud ERPs like Workday—is transforming core finance functions. The presentation outlines market trends, business priorities, and practical use cases across financial close, FP&A, revenue, and working capital. In this webcast, Grant Thornton reveals how we can help organizations adopt, govern, and realize value from AI‑enabled finance capabilities.

Webcast details

Date and time

Thursday, May 07, 20263:00 PM ET – 4:00 PM ET

Recommended CPE credits

1

Learning objectives

Define how AI is reshaping core finance functions.

Identify where AI delivers measurable business value in finance.

Recognize how to responsibly adopt AI within a modern ERP like Workday.

US Basel III updates: Understanding the revised capital rules
2026-05-08 11:00 - 12:00
Key takeaways

On March 19, 2026, federal banking regulators issued three coordinated notices of proposed rulemaking (NPRs) that collectively constitute the revised Basel III framework. The proposals are expected to result in materially lower capital requirements, with revised risk weights and frameworks for credit, market, and operational risk, and a recalibrated G-SIB surcharge. We’ll discuss:

Implementation timelines and considerations

What changed from the 2023 proposal

Key provisions across all three NPRs

Estimated capital impacts by bank category

Demystifying AI in Financial Reporting: Cloud Compute Costs and Complex AI Transaction Structures
2026-05-11 12:00 - 13:00
Webcast overview

KPMG LLP (KPMG) is pleased to invite you to a webcast on AI in financial reporting, with a focus on cloud compute costs and complex AI transaction structures. This session is specifically designed to be useful to a wide range of financial executives, including CFOs, CAOs, controllers, and those responsible for accounting, financial reporting, among others.

Learning Objectives:

During this webcast, we will discuss:

Cloud, compute, and GPUs: Accounting for the cost of intelligence

Complex AI transaction structures: Sale‑leaseback‑resell models explained

Disclosure and reporting considerations

Leading practices to operationalize policies

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: : This program is designed for individuals of director level and above positions in Finance and Accounting.Field(s) of Study: Accounting – 21, Finance – 43Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level:

Intermediate: Learning activity level that builds on a basic program, most appropriate for CPAs with detailed knowledge in an area. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail Sueshana Bailey and reference event code F8N84CKWG47.Field of study: The final CPE and Field of Study will be confirmed after delivery of the program. Due to a high compliance season, please expect delays in CPE processing.

KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addresses to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

Strengthening IT and cyber resilience for modern enterprises
2026-05-12 10:00 - 11:00
Description:

Organisations today operate in an environment defined by deep digital dependency, tightly interconnected systems, and an increasingly sophisticated threat landscape. High‑impact disruptions — from ransomware attacks and cloud service outages to failures across critical third‑party supply chains — continue to expose weaknesses across technology, processes, and governance. At the same time, regulatory expectations such as Provision 29, DORA, NIS2 and SS6/24 are raising the bar, requiring organisations to demonstrate their ability to anticipate, withstand, recover from, and adapt to disruption.

This session will demystify what modern IT and cyber resilience truly entails. Drawing on recent incidents, regulatory developments and the Predict‑Withstand‑Recover framework, the webinar will explore how resilience capabilities can be designed, strengthened, and integrated across cyber, IT operations and the wider enterprise. Attendees will gain clarity on the components that define resilience today — from early detection and robust controls to cohesive response structures and coordinated recovery mechanisms.

This 60‑minute webinar will benefit a wide range of stakeholders, including those working across IT, security, operations, risk, audit, and business functions. By focusing on a structured and holistic resilience approach, the session will help organisations understand how strengthened resilience capabilities can support their preparedness efforts, enhance overall maturity, and build greater confidence in their ability to operate through disruption.

Learning objectives:

Describe the core elements of modern IT and cyber resilience: Learn how organisations anticipate, withstand, and recover from disruption through an integrated resilience approach.

Explain the regulatory expectations shaping resilience maturity: Understand how regimes such as Provision 29, SS6/24, DORA and NIS2 influence resilience design, governance, and evidencing requirements.

Demonstrate how a structured resilience framework strengthens organisational preparedness: Gain insight into how a cohesive, enterprise‑wide resilience model supports stronger preparedness, improved maturity and sustained operational confidence.

CPE credit(s): 1 CPE upon live viewing and participation. CPEs not offered on-demand.

Field of study: Auditing

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

Why Nonprofits Should Care about Compensation
2026-05-12 11:00 - 12:00
This webcast will provide nonprofit leaders with practical guidance on compensation topics that affect governance, regulatory compliance, talent strategy, and public/stakeholder perception. The session is structured around compensation considerations for (1) board members, (2) executives, and (3) the broader employee group.

1.0 CPE Credit in the field of Taxes (TX)

Learning Objectives

Discuss Non-officer board member compensation and when paying board members is appropriate vs. when board service should remain volunteer based.

Review how to structure and document compensation to help mitigate risk associated with private benefit/inurement and Intermediate Sanctions (IRC 4958), and considerations related to IRC 4960 excise tax.

Analyze stakeholder perception and transparency and executive pay is publicly available via Form 990, increasing the need for defensible pay levels and clear pay positioning.

Examine broad employee group compensation including establishing an employee value proposition, determining market-rate pay levels, and designing pay-for-performance approaches.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

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

Insights from the EY Loyalty Market Study 2026
2026-05-12 12:00 - 13:00
Brand loyalty starts with understanding customers, and understanding customers starts with data. The EY Loyalty Market Study 2026 surveyed more than 1,400 consumers and 300 corporate loyalty leaders across multiple industries to uncover how loyalty programs can deliver the greatest value for customers and brands alike.

Join EY Americas Loyalty Leader Patricia Camden and Michael Anders, Principal, Strategy and Execution, EY-Parthenon, Ernst & Young LLP, for an in-depth discussion on our findings, exploring how loyalty programs continue to grow in strategic importance and deliver strong business results, even as consumer expectations and behaviors begin to shift. Building off insights from our 2024 and 2025 studies, we’ll examine what this means for brands today, including how experience, digital engagement and the expanding role of AI are shaping the next phase of loyalty.

At the end of the webcast, attendees will be able to:

Describe how loyalty programs are evolving in today’s market.

Recognize key shifts in consumer expectations and behaviors across loyalty programs.

Identify the major trends influencing the future of loyalty strategy and design.

Presenters:

Olivia Glick, Senior, Consulting, Ernst & Young LLP

Patricia Camden, Managing Director, EY Americas Loyalty Leader | EY – US

Michael Anders, Principal, Strategy and Transactions, EY-Parthenon, Ernst & Young LLP | EY – US

Caroline McTish, Senior Manager, Consulting, Ernst & Young LLP

Zach Backus, Senior Manager, Consulting, Ernst & Young LLP

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

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

Employee Stock Ownership Plan (ESOP) Audit Best Practices
2026-05-12 13:00 - 14:00
Effective governance is essential in employee benefit plan audits. As ESOPs continue to grow in popularity, a clear understanding of compliance and reporting requirements is critical. In this webinar, we’ll discuss key standards and best practices to help support a successful year.

Learning Objectives:

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

Describe what ESOPs are and how they work.

Recognize when an ESOP audit is necessary.

Discuss the key procedures involved in conducting an ESOP audit.

Identify common errors in ESOP audits.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Auditing 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.

The CFO's Cash Modeling Playbook: Moving from Static Forecasts to AI-Powered Scenario Planning
2026-05-12 13:00 - 14:00
For most finance leaders, cash flow forecasting is a necessary frustration. Static models, manual spreadsheets, and point-in-time snapshots become outdated the moment they’re built. In a macro environment defined by volatility in interest rates, supply chain uncertainty, and constant organizational change, CFOs need more than a forecast. They need a modeling workbench.

In this session, BC Krishna will share how AI is fundamentally changing how mid-market finance leaders plan and act on cash – moving from passive prediction to dynamic, scenario-based modeling.

Attendees will take away:1. Why traditional cash forecasting fails CFOs when it matters most – and what the underlying structural problem is2. How AI-powered scenario modeling (workforce changes, supplier disruptions, macro shifts) gives finance leaders an active planning edge3. The shift from static, read-only forecasts to a malleable, real-time cash modeling workbench4. A practical framework for evaluating your organization’s cash visibility maturity – and where to start

This webinar is eligible for 1 CPE credit.

Why Your Current Lease Accounting Solution Is Setting You Up for Failure
2026-05-12 13:00 - 14:00
Learning Objectives

Discuss the indicators your organization should consider for upgrading its existing lease accounting system.

Identify the essential features and functionalities the optimal software solution must possess to fulfill your organization’s specific lease accounting needs.

Outline the necessary steps for a seamless transition between software platforms and the preparatory tasks to facilitate this change.

Medicare Regulatory Update: 2027 IPPS Proposed Rule
2026-05-12 13:00 - 14:15
The fiscal year 2027 Medicare inpatient proposed rule has been published, which could impact your organization’s Medicare reimbursement.

Join us for our webcast, Medicare Regulatory Update: 2027 IPPS Proposed Rule, to discuss how to prepare for the latest updates—including potential changes to the Inpatient Prospective Payment System (IPPS) rule.

Plan next steps, including Transforming Episode Accountability Model (TEAM) updates and Comprehensive Care for Joint Replacement (CJR) expansion

Evaluate key provisions of the proposed rule

Analyze reimbursement shifts and data trends

Annual GASB standards update 2026
2026-05-12 13:00 - 14:30
Event overview

Keeping up with evolving Governmental Accounting Standards Board (GASB) guidance is critical for timely implementation and accurate financial reporting. Join RSM leaders as they discuss pending GASB Statement No. 103, Financial Reporting Model Improvements; GASB Statement No. 104, Disclosure of Certain Capital Assets; and GASB Statement No. 105, Subsequent Events.

This session will highlight what’s changing, what to watch for and practical considerations to support implementation. Register now.

Topics to be covered:

GASB Statement No. 103: Financial Reporting Model Improvements

A high-level overview of the reporting model improvements and areas affected, including the exposure draft of the 2026 Implementation Guide—Financial Reporting Model Improvements—Subsidies released in February 2026

GASB Statement No. 104: Disclosure of Certain Capital Assets

Overview of key capital asset disclosures, including the new requirement to disclose assets held for sale and the requirement to disclose leased assets, intangible assets, subscription-based information technology (SBITA) assets and capital assets resulting from Public-Private and Public-Public Partnerships (P3) agreements

GASB Statement No. 105: Subsequent Events

Overview of the requirement to consider subsequent events through the date the financial statements are available to be issued and the related practical considerations for implementation

Advance preparation: NoneProgram level: BasicPrerequisites: NoneDelivery method: Group internet-basedField of study: Accounting – GovernmentalCPE: 1.5 credits

Private companies tax update: Pillar Two, GI3/R&D, and M&A
2026-05-12 14:00 - 15:00
Key takeaways

Global tax change is accelerating—and private companies may be feeling the pressure across compliance, tax, and deal strategy. Pillar Two is setting standards on reporting and requiring tighter coordination across tax, finance, IT, and legal. At the same time, Global Investment and Innovation Incentives (GI3) and the R&D tax credit can unlock funding for growth, but programs vary across national, regional, and local jurisdictions. Add an evolving M&A tax environment, and execution risk (and value) can shift quickly. We’ll discuss:

M&A tax updates

Pillar Two readiness, risks, and “do now” actions

GI3 and R&D credit identification and prioritization

Oil & Gas Disputes: Looking Back to Prepare for What’s Ahead
2026-05-12 14:00 - 15:00
Oil and gas royalty disputes can involve multiple issues, such as how value is measured, how costs are allocated, and how specific lease language is applied to real‑world facts. Over time, decisions from the Supreme Court of Texas have reshaped how these disputes are evaluated, moving the focus from broad pricing concepts to contract‑driven, data‑intensive analyses.

In this session of the Forensics Institute, we’ll walk through how royalty disputes between owners and operators have evolved, from early netback and “market value at the well” debates to today’s disputes involving gross proceeds of leases, post‑production costs, affiliate transactions, and produced water. This discussion will draw on decades of dispute experience and Texas case law, and highlight where disagreements typically may arise across the energy value chain and how accounting and financial analysis are used to support or challenge legal positions.

This webinar will also explore emerging areas of risk, including produced water ownership, post‑sale economics, and the potential valuation of critical minerals under existing lease language. Gain a clearer understanding of how these disputes are analyzed in practice and where future litigation and negotiation pressure points are likely to develop.

Learning Objectives

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

Describe how Texas royalty disputes have changed over time, including the impact of key decisions from the Supreme Court of Texas on lease interpretation, pricing, and cost allocation.

Recall a structured forensic approach to royalty disputes, including issue triage, data collection, and the analysis of volumes, pricing, deductions, and ownership interests from an accounting perspective.

Recognize recent dispute battlegrounds in oil and gas, including produced water ownership, post‑production economics, and the treatment of potential mineral byproducts under existing leases.

CPE Information

1.00 CPE Credit(s) (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.

Giving Finance the Oversight It Deserves
2026-05-12 14:00 - 15:00
Controllers can only be as confident as their data. When inputs come from different systems updated at different times, that confidence is hard to justify. Manual consolidation introduces errors. Close cycles drag. Cash visibility lags.

The result? Controllers spend more time assembling data than acting on it — and the oversight they’re meant to provide gets lost in the noise. Decisions are made on stale data, putting at risk the company’s liquidity.

In this webinar, we’ll explore how CFOs and Controllers of SMEs and mid-market companies are rethinking the way their teams operate — moving from fragmented, reactive workflows to a unified, real-time view of cash across AP, AR, and treasury.

**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1

Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to neil@controllerscouncil.org

Please 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

Building Customer Trust: A Data Center’s Competitive Advantage
2026-05-12 15:00 - 16:00
Data centers face rising pressure to demonstrate customer trust as cloud workloads grow, AI adoption accelerates, and regulatory and customer requirements evolve. This webcast explores the assurance and certification landscape—SOC 1, SOC 2/SOC 3, PCI, ISO 27001, and related standards—and how to prioritize the right mix based on your services and customer expectations.

We’ll also discuss how cloud and AI providers rely on data centers as subservice organizations, compare considerations for global operators versus regional providers, and outline an audit approach spanning power and environmental systems, physical access, customer portals, interconnectivity, and value-added services—while efficiently addressing multiple frameworks.

Learning Objectives

Identify and prioritize the assurance reports and certifications most relevant to data centers (e.g., SOC 1, SOC 2/SOC 3, PCI, ISO 27001) based on customer demands, regulatory requirements, and services provided.

Explain how cloud and AI trends change customer expectations and subservice- provider responsibilities, including the control, evidence, and transparency requirements that commonly arise.

Describe an effective audit/assurance approach for data center operations across key domains (power/environmental systems, physical access, customer cage/suite access, portals, interconnectivity, and value-added services) while mapping controls to multiple frameworks

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

Measuring the return from pharmaceutical innovation
2026-05-13 11:00 - 12:00
Key takeaways

In 2025, R&D productivity across the top 20 biopharma companies showed modest improvement, with projected IRR rising to 7.0%; yet, this gain is heavily concentrated in a narrow set of GLP-1/GIP assets. Beneath the headline, underlying productivity remains challenged, raising important questions about the sustainability of current innovation models. We’ll discuss:

Practical approaches to consider when translating AI investment into measurable R&D productivity gains

Drivers behind recent R&D productivity trends

Key cost and value dynamics shaping pipelines

Strategic priorities to consider when mitigating concentration risk and improve returns

ELEVATE 2026
2026-05-13 11:00 - 17:15
Description

Whether you’re looking to scale your firm, streamline your workflow, or plan more strategically for the year ahead, the Elevate 2026 virtual conference will help you fast-track the future of your practice. Because Tax Day isn’t the finish line—it’s your starting line for what’s next.Shift gears from reactive work to intentional growth at this two-day event that brings together practical training and product expertise to help you run a more efficient, scalable firm built for resilience in an ever-changing landscape.Across 11 courses, you’ll explore strategies to strengthen your operations, expand your advisory services, and get more value from the tools you already use. You’ll hear from industry experts and Intuit leaders, and earn free CPE/CE credits when you attend live sessions.*We’re especially excited to welcome this year’s keynote speaker, Ruth Buscombe, a Formula 1 analyst and presenter for F1 TV, who will share her insights on how high-performing teams design for pressure and turn strategy into action. Buscombe’s illustrious career gives her a unique understanding of how success isn’t won on cruise control—it’s achieved through judicious preparation and a drive for continuous improvement.

Intuit (Sponsor ID# 103311) 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.Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.

The Controller Agenda Webcast: Modernization, regulation, and the AI reality check
2026-05-13 12:00 - 13:00
Discover how today’s leading controllers are continuing to pursue finance modernization, stepping into strategic leadership roles, navigating today’s regulatory landscape with confidence, and unlocking the ROI of AI through scenario planning and measurable impact. PwC brings together a panel of finance leaders to share how they’re reimagining core processes, enabling smarter decisions, and building future-ready teams.

Presenters:Chantal Adam, SVP and Global Controller, SalesforceSheryl Price, VP Corporate Controller, FedExJessica Good, Assurance Partner, PwCAdam Kennedy, Finance Solutions Partner, PwC

Who should attend: Controllers and other finance professionals.

CPE Credit: This webcast is eligible for 1 CPE credit.Additional CPE Information

Preventing Catastrophic Failure: Governance & Guidelines to Embed Resilience In Operations
2026-05-13 12:00 - 13:00
In an increasingly volatile and inter-connected risk environment, organizations are facing challenges that can escalate in minutes – especially those triggered by cyber incidents such as AI-generated attacks, targeted infrastructure, expanded ransomware exploitation, third-party and supply-chain vulnerabilities, etc.

With regulatory scrutiny rising and stakeholder expectations for transparency growing, crisis management and organizational resilience are now critical capabilities for protecting operations, decision-making, and trust.

Join BDO for a practical discussion on how crisis management and resilience need to evolve with risks facing the entity. Our specialists will share strategies to help you anticipate and contain cyber events, coordinate effective cross-functional responses, and recover in a way that strengthens your organization going forward. You’ll leave with actionable steps to enhance crisis readiness, improve response playbooks and governance, and build resilience that helps your business maintain continuity under pressure.

1.0 CPE Credit in the field of Specialized Knowledge (SK)

Learning Objectives

Assess an organization’s cyber crisis readiness by identifying evolving threats, critical dependencies, and governance gaps that could impair response and recovery.

Develop an integrated cyber crisis management and resilience approach, including clear roles, escalation triggers, communications protocols, and recovery priorities.

Apply practical response and recovery tools to improve coordination, decision-making, and resilience following an incident.

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

2026 Yellowbook Webinar Series
2026-05-13 13:00 - 14:00
Sikich’s Yellowbook Webinar Series is for public sector leaders who want clarity, confidence and practical direction. We understand the pressure that comes with evolving standards and audit expectations. We bring together experts from across our governmental practice who confront these challenges every day – so you don’t have to figure them out alone.

In each focused one-hour session, we break down what’s changing, why it matters and what you should do next. Then, we’ll move to solutions you can act on right away.

All sessions are held live on Wednesdays from 12-1 PM central, which you can attend throughout the year to earn up to 10 CPE credits.

Getting started is simple: select the sessions that matter most to you.

R&D tax credit readiness: Updated expensing guidance, transition rules and key deadlines
2026-05-13 13:00 - 14:00
The federal research and development (R&D) tax credit landscape is shifting fast, and recent guidance is changing how companies plan, expense, and document innovation investments. This session delivers a practical and timely overview of the federal R&D tax credit, with a focus on key updates and critical deadlines as emphasized in H.R. 1 (the One Big Beautiful Bill Act) and Revenue Procedure 2025-28.

Section 174 expensing rules for research and experimental expenditures are now a central planning and compliance issue. We’ll break down the new requirements, clarify transition rules, and explain how these changes impact documentation, forecasting and audit readiness.

Learning objectives:

Focus on the upcoming July 6, 2026, deadline for amended returns and updated rules for R&D expenditures under Section 174.

Leverage Revenue Procedure 2025-28 guidance to navigate the transition period.

Identify qualifying activities and define documentation approaches that support credit claims and compliance.

Recognize common implementation challenges and evaluate practical options to address them.

Translate legislative and procedural updates into actionable tax planning and reporting decisions.

Whether you’re encountering these updates for the first time or tightening up your existing approach, you’ll leave this session with a clear picture of what’s changed and how to turn legislative complexity into an actionable opportunity for your clients.

Level:BasicInstructional method:Group internet-basedNASBA field of study:TaxesProgram prerequisites:NoneAdvance preparation:None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.

How governments and other tax-exempts can use federal tax credits to fund projects
2026-05-13 13:00 - 14:00
Through the IRS elective-pay option, otherwise known as “direct pay,” government entities and tax-exempt organizations can use certain clean energy investment and production credits to fund their clean energy projects. These credits, however, are only available for a limited time, and certain requirements must be met to qualify.

Join our panel of experienced tax professionals as we discuss potential approaches to receiving funding through direct-pay elections of federal tax credits such as Section 48E and others. Topics to be discussed include:

Beyond the One Big Beautiful Bill Act: continuing momentum for IRA sustainability options

Common misconceptions and pitfalls

Leading practices

Monetizing credits through the IRS’s direct-pay process

Learning objectives:

Identify eligibility requirements, common pitfalls and how to monetize credits through the IRS direct-pay option.

Panelists

Jessica Craw, Credits and Incentives Practice, Ernst & Young LLP

Martin Gambichler, Credits and Incentives Practice, Ernst & Young LLP

Moderator

Matt Kelley, Government and Public Sector Indirect Tax Leader, Ernst & Young LLP

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

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Refunds & Cancellations: This course is offered free of charge, therefore there are no refunds given. In the event that a course must be cancelled, participants will be contacted via the email addressed submitted during registration.

Complaint Policy: For complaints or concerns, please submit an inquiry here.

Note: CPE credit is awarded for live webinars only. For more information, visit: https://www.ey.com/en_us/media/webcasts/cpe.

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