Free Live CPE Calendar

Tax Horizons: Planning Ahead After the Reconciliation Bill
2025-09-24 12:00 - 13:00 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
With the passing of the House and Senate Budget Reconciliation Bill, tax policy changes will affect both businesses and individuals. Join us for our six-part webinar series to discover more information on tax planning after the finalization of 2025 tax reform. Learn about tax credits and incentives revisions, individual and estate tax shifts, corporate and pass-through entity changes, new international tax policies, and state and local tax updates.

Learning Objectives:

Understand the key changes implemented through the Reconciliation Bill

Discover how tax policy updates could impact you and/or your business

Learn tax planning strategies for upcoming changes

Each 60-minute session offers timely insights and practical strategies across key areas of tax reform, including:

July 16: Beyond the Bill: Tax insights for the 2025 reform

July 30: Tax Credits & Incentives Unlocked: R&D and energy tax opportunities

August 13: Your Financial Legacy: Key individual and estate tax shifts

August 27: Business Tax in Motion: Corporate and PTE developments

September 10: New Global Playbook: International tax game changers

September 24: From Capitol to County: State & local tax in focus

Earn up to 6 CPE credits while gaining clarity and confidence in your tax planning for 2025 and beyond.

👉 Register now to secure your spot and empower your tax strategy

CPE Accreditation

Delivery Method: Group Internet BasedRecommended CPE Credit: Up to 1.0 CPE credit per session (6.0 total)CPE Field of Study: TaxesCapability: Technical Expertise/Problem SolvingProgram Level: BasicPrerequisites: NoneAdvanced Preparation: None

Attendees who participate in full will receive up to one CPE hour per session. Sessions will occur on different days, so please be sure to select all sessions you wish to attend.

Learn more about Cherry Bekaert’s Tax Policy and Legislative Changes Services

Questions? Contact Us

Aligning compensation strategy with recruitment and transparency laws
2025-09-24 12:00 - 13:00
With more states requiring salary disclosure in job ads and new hires asking tougher questions about pay, public sector organizations must rethink how their compensation systems support recruitment, compliance, and the overall compensation philosophy. Join Baker Tilly to learn how your community can design transparent pay strategies to attract top talent, ensure legal compliance and strengthen internal equity.

Learning objectives

Learn how to design and communicate pay ranges that attract talent and meet legal requirements

Avoid common pitfalls that create internal equity issues or legal risk

Use pay transparency as a strategic advantage—not just a compliance checkbox

Who should attend

Leadership and professionals from cities, towns, counties, school districts, special districts, utilities, economic development organizations and tribal governments who are involved in decision-making and strategic initiatives

Presenters

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

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

Jada KentManaging Director

Sarah TowneManager

Information about CPE eligibility

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

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

Information about CPE eligibility

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

Level: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

2025 Healthcare Summit
2025-09-24 13:00 - 14:00
Healthcare leaders are no stranger to adversity, and ensuring your organization is primed to withstand top industry challenges is critical. Join our industry experts for 4 sessions on reimbursement, revenue cycle, succession planning, and the state of the industry.

Join us for a practical, future-focused event built for acute care leaders. In just 4 sessions — covering Medicare updates, revenue cycle tips, succession planning, and industry trends — you’ll get real-world strategies to improve performance and spark new ideas. We’ll explore smarter approaches, rethink outdated methods, and share takeaways you can put to work right away.

Grow your leadership skills and lead the change — no travel required.

Agenda

Session One | Wednesday, September 10 | Policy in practice: Adapting to healthcare reimbursement shifts

Session Two | Wednesday, September 17 | Revenue cycle in focus: Exploring what works in today’s healthcare environment

Session Three | Wednesday, September 24 | Sustaining leadership: Succession strategies for every level of acute care

Session Four | Wednesday, October 1 | Recalibrating healthcare: Strategic leadership in a shifting landscape

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

AI in banking: readiness, risk and real-world impact
2025-09-24 13:00 - 14:00
Artificial intelligence (AI) is reshaping the banking industry rapidly, but is your financial institution ready for the change? While many banks and credit unions recognize the potential for AI, they are unsure how to successfully implement it into their practice.

Join us as our team discusses how to leverage AI today in your bank, starting from the basics of implementation to best practices for optimization of your frameworks. We will unpack:

Real-world use cases showing how banks are leveraging AI today

Key considerations for AI and data governance that support a well-built, risk-aware AI program

A practical framework for AI readiness, including five dimensions that help institutions assess where they are and what steps to take next

Common challenges and how to overcome them to ensure responsible, secure and scalable AI adoption

Whether you’re a board member, executive, or practitioner, this session will offer insights tailored to you, with a focus on what matters most: transforming your institution while managing risk.

Learning objectives

Review real world use cases on banks leveraging AI

Discuss key considerations for AI and data governance to support a well-built and risk aware AI program

Understand leading practices

Information about CPE eligibility

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

Level: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

From Reactive to Proactive: Building a Not-for-Profit Security Roadmap
2025-09-24 13:00 - 14:00
As cyber threats continue to grow in complexity, it’s essential for not-for-profits to proactively safeguard their digital assets and operations. In this webinar, we’ll explore practical steps and expert strategies to help you build a more resilient security posture. Our discussion will cover the following key topics:

How to move from basic antivirus to managed detection and response (MDR)

Risk assessments, incident response planning, and user training

How to evaluate and manage third-party cybersecurity risk

What to do if you don’t have the team expertise (outsource IT, MSP, vCISO, etc)

Presenter

John Rostern, Vice President – Cybersecurity & Digital Forensics, CBIZ

2025 Yellowbook Series: Session 8 – Internal Audit
2025-09-24 13:00 - 14:00
Internal controls are the safeguards put in place to protect your organization. They are checks and balances designed to provide reasonable assurance regarding the achievement of objectives in the areas of operations effectiveness, reliable financial reporting, availability and security of information technology, and compliance with laws and regulations. In this session you will learn essential internal controls and the importance of regularly verifying their effectiveness.

This webinar is eligible for 1.0 CPE.

Controlling Construction Costs in Health Care
2025-09-24 13:00 - 14:00
Health care construction projects are complex undertakings with significant financial implications. Join our webcast, Controlling Construction Costs in Health Care, which offers strategies and tools that can help organizations maintain control over construction costs while navigating today’s rapidly shifting economic environment.

From understanding contract structures and cost components to managing supply chain disruptions and risk exposures, this session equips finance, facilities, and project management professionals with actionable insights. Real-life case studies will be used to illustrate how strong contract controls and proactive cost monitoring can drive project success while avoiding costly pitfalls.

For more information about administrative policies regarding CPE, refunds or complaints, please contact Ivana Hermida at (949) 623-4343 or send her an email.

From proposal to profitability: Managing the client lifecycle in NetSuite
2025-09-24 13:00 - 14:00
Event overview

Join RSM professional Kaitlin Walker for a comprehensive webinar designed specifically for services-based accounting firms. This session will explore how NetSuite can empower your firm to manage the full client lifecycle—from opportunity and proposal to project delivery and profitability tracking—within a single, unified platform.

What to expect:

End-to-end lifecycle management in NetSuite. We’ll walk through how NetSuite connects customer relationship management (CRM), project delivery and financial reporting to eliminate silos, reduce delays and improve margin visibility. See how leading firms are transforming business development and project execution through better integration.

Professional insights: Learn from our team’s deep experience implementing NetSuite for services organizations facing quoting, delivery and billing challenges.

Actionable strategies: Walk away with proven techniques to streamline workflows from lead to cash and boost client satisfaction and profitability.

This webinar will include a live Q&A session, allowing you to get personalized advice from our advisors. Whether you’re aiming to eliminate system silos, enhance project execution or improve financial insight, this session will give you the tools to take control of your client lifecycle.

The Controller Agenda Webcast: Driving growth and innovation in 2026
2025-09-24 13:00 - 14:00
Discover how today’s leading controllers are tapping into AI and automation, navigating regulatory change, strengthening leadership capabilities, and mitigating risk to move beyond compliance and become strategic drivers of finance innovation. PwC brings together a panel of finance leaders to share how they’re reimagining core processes, enabling smarter decisions, and building future-ready teams to drive growth and innovation in 2026.

Presenters:Felitia Lee, Chief Accounting Officer and Controller, Marriott InternationalJoe O’Brien, Senior Vice President and Controller, Lamar Advertising CompanyJessica Good, Assurance Partner, PwCAdam Kennedy, Finance Solutions Partner, PwCEric Butts, Finance Solutions Partner, PwC

Who should attend: Controllers and other finance professionals.

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

AI in Accounting: Adoption, Trust, and the Evolving User Experience
2025-09-24 13:00 - 14:00
As AI capabilities surge forward, the accounting profession faces new questions—not just about what AI can do, but about how we should use it.

This session explores the real-world challenges firms face when adopting AI, from mitigating hallucinations and building trust in sensitive areas like audit and financial reporting, to reimagining how users interact with increasingly agentic systems. With no established norms for interface or workflow design, the user experience remains a moving target. Compounding the challenge is a widespread educational gap: Many professionals are trying to apply AI to familiar tasks, instead of rethinking the problems that AI is uniquely suited to solve.

Walk away with insights into emerging best practices for building trustworthy systems, designing user-friendly AI experiences, and educating teams and clients on the true promise of AI.

Learning objectives

Identify strategies to educate teams and clients on AI potential.

Identify best practices for enhancing user confidence in AI-driven systems.

Analyze the limitations in how users interact with agentic AI today and explore emerging approaches.

Navigating Self-Dealing Rules for Foundations
2025-09-24 13:00 - 14:30
Join us for our webcast, Navigating Self-Dealing Rules for Foundations. The session will kick off with a refresher on the self-dealing rules, then transition into an in-depth discussion of real-world scenarios that raise self-dealing concerns.

Perspectives from a tax attorney, who also has in-house foundation experience, and a CPA will offer a well-rounded view of how these rules apply in practice.Building on the foundational rules, the session will explore technical issues and reporting considerations, illustrated with real-life examples. This session is designed to deepen your understanding and help you navigate self-dealing risks with greater confidence.

Quarterly TaxWatch Bank Update
2025-09-24 14:00 - 15:00
Webcast overview

We are pleased to invite you to our upcoming KPMG Quarterly TaxWatch Bank Update, scheduled for September 24, from 2:00 – 3:00 PM ET. This session is designed to provide tax professionals in the banking and capital markets industry with insights into the latest developments in Washington and the potential impact on banks.

Join us to stay informed and receive valuable insights to help you navigate the current environment.

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Tax Readiness: Q3 Tax accounting considerations
2025-09-24 14:00 - 15:00
Join our panel of PwC specialists as they discuss tax accounting considerations and recent tax developments. On this webcast, we will cover key accounting areas to evaluate for US tax reform, as well as valuation allowance considerations relating to the evolving legislative and economic environment. We will also discuss other hot topics, including readiness for the new income tax disclosure standard. CPE-eligible for 1 Accounting credit.

Taking it home: Strategic Section 1202 exit planning
2025-09-24 14:00 - 15:00
If you’ve been hoping for the maximum possible benefit of Section 1202, it’s critical to consider the ultimate exit structure and strategies far in advance of an exit. In this webinar, our specialists go beyond the basics of qualification, diving into how to implement an exit strategy that optimizes your tax savings. We’ll discuss the different types of exits that qualify and strategies associated with an exit, such as rollover, share identification, and installment sales. Then, we’ll focus on potential gifting and timing strategies that can be utilized to boost the ultimate gain exclusion. We’ll also discuss Section 1045, a lesser-known tax benefit that can be combined with Section 1202 to supercharge tax savings. Finally, our presenters will explore how the One, Big, Beautiful Bill (OBBB) will impact the Section 1202 gain exclusion.

Learning objectives:

Understand best practices for exit structuring with Section 1202, the pitfalls to avoid, and the strategic planning items to consider leading up to a closing.

Explore how gift and estate planning could increase the overall QSBS benefit.

Recognize how timing of an exit can impact the maximum exclusion amount and installment sale reporting.

Identify key considerations for taking advantage of a tax-deferred rollover under Section 1045.

Explore how the OBBB will impact the Section 1202 gain exclusion.

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

What’s New With GL Technology? Sage Future Learnings
2025-09-24 14:00 - 15:00
Discover how Sage is transforming general ledger (GL) technology with artificial intelligence (AI) and automation. From real-time transaction processing to anomaly detection, Sage Intacct is redefining continuous accounting and financial accuracy.

Explore how an Intelligent GL™, available only in Sage Intacct, can transform your business processes and strategy. In addition, learn about the latest Sage Intacct release features, including enhanced cash management, streamlined AP automation, and forecasting tools like the Close Workspace and predictive cash flow. See how agentic AI and Sage Copilot are accelerating financial close and reducing manual effort.

Get a glimpse into Sage’s strategic vision for high-performance finance, including new training initiatives, CPA.com partnerships, and the AI Trust Label. This is your chance to stay ahead of the curve in finance innovation.

Learning Objectives

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

Describe how AI and automation are modernizing GL processes in Sage Intacct.

Discuss new features like enhanced cash management, AP automation, and forecasting tools.

Summarize Sage’s strategic initiatives, including training programs, partnerships, and AI governance efforts.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications 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.

Forging your path to connected risk maturity: A blueprint for GRC leaders
2025-09-24 14:00 - 15:00
Description:

Join us to learn about AuditBoard’s “Connected Risk Maturity Model,” a four-stage framework designed to help GRC leaders transform their risk programs. This webinar will explore how to move from a traditional, reactive approach to a strategic, data-driven, and collaborative one. We’ll take a real-life assessment and use real-world examples to show you how a connected risk approach drives resilience and growth.

Learning Objectives:

Describe the four stages of connected risk maturity: Starting, Foundational, Advanced, and State-of-the-art.

Leverage executive sponsorship and improve collaboration among risk, audit, and compliance teams to accelerate GRC initiatives.

Identify how a unified data and technology foundation can enable automation, analytics, and AI to help your organization proactively manage risk.

CPE Credit(s): 1

Field of Study: Specialized Knowledge

Instructional Delivery Method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced Preparation: None credits!

Financial Services Hot Topics
2025-09-24 14:00 - 15:00
Course Description In this conversational and scenario-based course (1.0 CPE), we discuss some of the hot topics, amendments, and practice issues impacting banks and insurance companies accounting and reporting under U.S. GAAP, including ASC 942 and ASC 944.

Topics include:

Unpredictability in the current economic landscape and its impact on banks, insurance companies and other financial institutions

Recent standard updates impacting financial reporting for banks and insurance companies

Hot topics and practice issues impacting the financial services industry

Join us in this scenario-based exploration into some of the hottest topics impacting the accounting and reporting for the financial services industry under ASC 942 and ASC 944.It’s free, informative, and, with GAAP Dynamics, you know it’ll be fun!

Learning Objectives

By the end of this course you should be able to:

Recall the recent practice issues and economic trends impacting the financial services industry

Recall recently issued or amended standards from the FASB and their impact on financial accounting for banks, insurance companies, and other financial institutions

Don’t delay. Sign up today!

More CPE information →

Dealing with Disasters from an Individual Tax Perspective
2025-09-24 14:00 - 16:00
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

This webinar will provide an overview of the following:

Awareness of tax-related disaster relief

Types of relief

Casualty losses

Federally declared disaster areas

Other permanent relief

Identification of new federal tax law disaster relief provisions

Identification of IRS Disaster Tax Relief Resources

Plus, a live Q & A

Offered with closed captioning. Closed captioning displays the words that describe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English.

IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

Questions? Email us at: cl.sl.web.conference.team@irs.gov.

Inflation Reduction Act updates for commercial organizations
2025-09-25 11:00 - 12:00
The Inflation Reduction Act of 2022 dramatically expanded the available tax credits, tax incentives, and other funding opportunities related to the renewable energy sector. The One, Big, Beautiful Bill (OBBB) — enacted on July 4, 2025 — introduced sweeping changes to those credits, including accelerated phaseouts for electric vehicle, refueling, and wind and solar project credits. However, the OBBB delayed the implementation of certain provisions — meaning that, with careful planning, taxpayers can still take advantage of available credits. Additionally, commercial taxpayers retain the option to either use energy tax credits directly or transfer them to another taxpayer.

During this webinar, our tax credit specialists will discuss how commercial organizations can maximize the opportunities still available to them while understanding the nuances of eligibility and compliance, the importance of timelines and documentation, and any connections to foreign entities that could affect credit eligibility. With proactive planning and collaboration with specialists, organizations can adapt quickly and maximize opportunities in this dynamic landscape.

Learning objectives:

Evaluate opportunities to maximize the energy tax credits available to commercial organizations.

Understand the importance of timelines, documentation, and any connections to foreign entities that could affect credit eligibility.

Evaluate opportunities related to the transferability of tax credits for commercial organizations.

Define best practices for proactive planning to help with quick adaptation to a dynamic landscape.

Note: We’re hosting an additional session on the updates to IRA tax credits for tax-exempt organizations. For more information, click here.

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

Strategic Financing Services 2025 Speaker Series
2025-09-25 12:00 - 13:00
Overview

Join Cherry Bekaert’s Strategic Financing Services team for a four-part webinar series focused on New Markets Tax Credits (NMTCs). Designed for community development organizations and professionals, this series offers practical guidance on leveraging NMTCs, working with Community Development Entities (CDEs), building strategic growth plans, and navigating the NMTC application process. Gain the tools and insights needed to advance your mission and maximize funding opportunities.

Review the registration site to explore each session and speaker details. You can register for individual sessions and add them to your calendar.

Who Should Attend

This program is ideal for businesses and professionals seeking to deepen their understanding of strategic financing and learn how to effectively leverage the New Markets Tax Credit (NMTC) program to support underserved communities.

OBBBA Unpacked: What Manufacturers Need To Know Now
2025-09-25 12:00 - 13:30
Event details

Sweeping federal tax legislation has landed – and manufacturers need to respond quickly. The new tax and budget law, commonly known as the One Big Beautiful Bill Act (OBBBA), introduces substantial changes to tax planning and financial reporting, with implications that span capital investment, cost structure, and state tax alignment.

This 90-minute webinar is designed for CFOs and tax directors in the manufacturing sector who are preparing for 2025 and beyond. Led by Crowe tax professionals, this session unpacks the OBBBA’s key provisions and explores how these updates could affect your tax posture, incentives, and strategic planning.

You’ll hear how specific changes to research and development (R&D) deductions, international tax treatment, and state tax conformity could influence your organization’s operations – and how to adjust your approach to mitigate risk while positioning for growth.

In addition to examining tax technical guidance, our speakers will share practical examples and actionable insights to help you evaluate timing, disclosure requirements, and Accounting Standards Codification (ASC) 740 implications for your financial reporting processes.

If you’re responsible for navigating regulatory complexity, this session will help you clarify what’s next and what it means for your business. Join us for timely, high-value guidance as the landscape shifts.

After attending this session, you should be able to:

Describe key provisions of the OBBBA that directly impact the manufacturing sector

Identify international tax updates introduced in the OBBBA and evaluate their implications for manufacturers

Analyze state and local tax consequences of federal changes, including conformity issues, nexus, and related risks and opportunities

Interpret ASC 740-related impacts of the OBBBA, including recognition timing, deferred tax asset and liability implications, and disclosure requirements

Continuing professional education

Prerequisites: None

Program level: Overview

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Taxes

This session is recommended for 1.5 hours 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

Diving deeper: What to know about the FASB’s DISE accounting standard
2025-09-25 13:00 - 14:00
Getting a jump start on the FASB’s DISE disclosure standard is critical to positioning your company for a successful implementation. Specific company factors such as system capabilities, extent of cross-functional teaming, complexity of the organization and the extent internal control processes across business units are decentralized all could create challenges to efficiently and effectively implement the new disclosure requirements. Our professionals and guest speakers from IBM and Walmart will discuss challenges they have encountered and how you might identify and navigate challenges arising during your implementation journey.

Topics discussed include:

Identify key financial reporting considerations of the disaggregation of income statement expenses standard

Recognize potential challenges faced during implementation of the disaggregation of income statement expenses standard

Panelists

Morgan Fillmore, Senior Director – External Financial Reporting at Walmartal Tax Policy Leader, Partner, ITTS, EY Belastingadviseurs B.V.

Mavis Yeh, Partner – National Professional Practice at EY

Jeremy Simons, Partner – National Professional Practice at EY

Chris Bolash, Partner – Financial Accounting Advisory Services at EY

Steven Pinamonti, Director of Accounting Policy and Financial Reporting at IBM

Artificial intelligence in the insurance industry: Readiness, risk and real-world impacts
2025-09-25 13:00 - 14:00
Artificial intelligence (AI) is rapidly redefining almost every industry, and the insurance industry is no exception. While many insurers recognize the potential for AI, they are unsure how to successfully implement it without compromising their security and integrity.

If your insurance organization is currently using or interested in exploring the use of AI, join our insurance industry specialists for a webinar exploring how to properly leverage AI within your organization. During this CPE-eligible session, they will discuss the true impact data challenges are having on your organization, run through the various capabilities of AI and how you can use it to extract valuable data insights. Our specialists will also run through leading practices and ways to prepare your organization for the implementation of new AI technologies. You will even hear real-world success stories and case studies exhibiting the applications of transformative AI in insurance.

Join us on Sept. 25 from 1-2 p.m. ET. Questions will be encouraged throughout the webinar.

Learning objectives:

Define artificial intelligence (AI), its growing role in the insurance industry and how insurance organizations can use it to their advantage

Explore real-world use cases showing how insurance organizations are leveraging AI

Discuss key considerations for AI and data governance that support a well-built, risk-aware AI program

Explore a practical framework for AI readiness, including five dimensions that help institutions assess where they are and what steps to take next

Learn the common challenges associated with implementing AI and how to overcome them to ensure responsible, secure and scalable AI adoption

Who should attend? C-level executives, SVP of Finance, SVP of IT, SVP of operations, SVP of technology, director of IT, director of operations, director of finance, director of analytics and any insurance industry professional with a focus on data governance, internal audit, risk advisory, cybersecurity, information technology, strategy and digital transformation

Information about CPE eligibility:

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

Level: Overview

CPE credit: One (1) hour total credit

Field of study: Specialized Knowledge

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

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

Keeping Policies and Procedures Fresh
2025-09-25 13:00 - 14:30
The Details

Join CohnReznick’s experienced Government Contract and Risk Advisory teams as they share insights on keeping policies and procedures relevant, compliant, and practical. Learn how policies impact audit outcomes, risk exposure, and operational efficiency, and walk away with actionable strategies for updating and maintaining them across your organization. Designed for GovCon employees, contractors, human resources, risk managers, project managers, and auditors.

Topics to be discussed include:

Understanding policies and procedures through contract audit, risk advisory, and compliance advisory lenses.

Aligning policies with federal regulations and industry standards.

Designing and refreshing controls to match operational workflows.

Avoiding common pitfalls in policy management and documentation.

Leveraging policies to support cybersecurity, privacy, and enterprise risk frameworks.

Best practices for regular policy reviews and audit readiness.

Live webinar participants are anticipated to qualify for CPE credit.

The ABCs of Foreign Tax Credit for Individuals
2025-09-25 13:00 - 15:00
IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.

The purpose of the foreign tax credit (FTC) is to mitigate the potential effects of double taxation. The individual FTC is reported on Form 1116.

In this session, we will discuss in some detail numerous important concepts including but not limited to eligibility, limitations, adjustments, sourcing, substantiation, impact of treaties and new F1116 Schedules B & C.

Plus, a live Q & A

​Offered with closed captioning. Closed captioning displays the words that describe the audio portion of the program for viewers who are deaf or hard of hearing. Captions are available in English.

All participants who qualify will receive a Certificate of Completion.Tax Professionals – Earn up to 2 CE Credits. Category: Federal Tax

IRS Stakeholder Liaison is an IRS Return Preparer Office Approved CE Provider for Enrolled Agents and Other Tax Return Preparers with valid PTINs and is not NASBA or MCLE accredited. CPAs, attorneys and others licensed by state boards/organizations should check with their respective boards/organizations to determine if credit applies toward their continuing education requirements.Registration: To register for this event, visit the Internal Revenue Service webinar registration website. Questions? Email us at: cl.sl.web.conference.team@irs.gov.

Unlocking profitability: Enhancing performance with data and technology
2025-09-25 14:00 - 15:00
Companies are gathering more and more financial and operational data through their enterprise resource planning and operating systems. How can organizations leverage this information using technology to gain insights into profitability and improve business performance? We’ll discuss:

Cost-to-serve performance models and their benefits

Strategies for designing cost-to-serve reporting solutions

The role of emerging technologies in enhancing business insights and improving performance reporting

Beyond the Spreadsheet: Real FP&A Stories from the Trenches
2025-09-25 14:00 - 15:00
Ever wonder how that FP&A team managed to cut their monthly close? Or curious about the creative workaround your peer used when their CEO asked for “real-time profitability by customer” with two days’ notice?

Learn from a blue-ribbon panel of FP&A professionals including Ted Weitzel, VP Finance & Ops @ Logik.io, Philip Peck, VP Finance Transformation @ Peloton Group, and Mike Wiley, Product Manager @ insightsoftware. We’ll share not just the “what” of advanced analytics, but the “how and why” behind FP&A success.

Our panelists will share real examples, honest challenges, and those “aha!” moments that transformed how they work. Expect practical takeaways you can implement Monday morning, plus a few war stories that’ll make you feel better about your own FP&A adventures. Come for the advanced techniques, stay for the real talk about what actually works in the wild. Moderated by: Neil Brown, Executive Director, Controllers Council

**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

The Future of AR & AP with AI
2025-09-25 14:00 - 15:00
Webcast overview

Discuss how to transform traditional AR (Accounts Receivable) and AP (Accounts Payable) functions to gain real-time insights and enhance decision-making for smarter financial operations.

Discover the future structure of AR and AP workflows and how it can drive increased value and efficiency across your financial organization.

Understand the initial steps needed to adopt AI and advanced technologies into AR and AP processes for transformative impact.

Continuing education

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

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

CPE credit is not available for viewing webcast replay.

Universities & Collectives: Navigating Foreign NIL Rules
2025-09-25 14:00 - 15:00
Event description

As Name, Image, and Likeness (NIL) opportunities expand to international student athletes, universities, collectives, and agents face growing risks when compensating foreign student-athletes and structuring agreements. This webcast dives into the complex tax and immigration implications for payors, offering practical guidance to help avoid costly missteps. Learn what triggers U.S. tax obligations, how visa status impacts NIL eligibility, and what compliance strategies payors should adopt to stay ahead.

Date and time

Thursday, September 25, 20252:00 PM ET – 3:00 PM ET

Recommended CPE credits

1

Learning objectives

Evaluate the responsibilities of NIL payors under U.S. tax law and immigration regulations.

Determine whether a foreign student-athlete’s NIL income is subject to U.S. withholding tax by analyzing IRS guidance and treaty provisions.

Explain how visa classifications (e.g., F-1, J-1) impact the ability of foreign student-athletes to legally receive NIL compensation.

If you have any questions or encounter any difficulties while enrolling, please contact technical support via email at webcastCOE@us.gt.com, or visit our webcasting frequently asked questions page

If you are experiencing problems viewing or listening to an event, please review the event help guide that provides minimum requirements and frequently asked questions.

If you have any questions regarding CPE credit, please contact CPE support via email at CPEEvents@us.gt.com, or visit our webcast CPE information page.

Inflation Reduction Act updates for tax-exempt organizations
2025-09-25 14:00 - 15:00
The Inflation Reduction Act of 2022 dramatically expanded the available tax credits, tax incentives, and other funding opportunities related to the renewable energy sector. The One, Big, Beautiful Bill (OBBB) — enacted on July 4, 2025 — introduced sweeping changes to those credits, including accelerated phaseouts for electric vehicle, refueling, and wind and solar project credits. However, the OBBB delayed the implementation of certain provisions — meaning that, with careful planning, taxpayers can still take advantage of available credits. Additionally, the monetization options remain unchanged, and the benefits of qualifying activities are still available to nonprofits, governments, and other tax-exempt organizations.

During this webinar, our tax credit specialists will discuss how tax-exempt organizations can maximize the opportunities still available to them while understanding the nuances of eligibility and compliance, the importance of timelines and documentation, and any connections to foreign entities that could affect credit eligibility. With proactive planning and collaboration with specialists, organizations can adapt quickly and maximize opportunities in this dynamic landscape.

Note: We’re hosting an additional session on the updates to IRA tax credits for commercial organizations. For more information, click here.

Learning objectives:

Define best practices for proactive planning to help with quick adaptation to a dynamic landscape.

Evaluate opportunities to maximize the energy tax credits available to tax-exempt organizations.

Understand the importance of timelines, documentation, and any connections to foreign entities that could affect credit eligibility.

Evaluate monetization options available to tax-exempt organizations and understand the benefits of qualifying activities.

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
