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DTSTART;TZID=America/New_York:20260805T150000
DTEND;TZID=America/New_York:20260805T160000
DTSTAMP:20260719T225153Z
CREATED:20260719T225146Z
LAST-MODIFIED:20260719T225153Z
UID:10011400-1785942000-1785945600@www.freelivecpe.com
SUMMARY:The intelligent enterprise in action: Finance function reimagined and trust in AI
DESCRIPTION:Finance\, reimagined: From periodic reporting to continuous intelligence. Finance has reached a turning point. The traditional playbook of ERP implementations and incremental automation has run its course. Join this session to explore what it takes to move from a finance function that reports periodically to one that reasons continuously\, where agents execute\, humans govern\, and every decision is auditable and made at the speed the business now demands \n\n\n\nOperationalizing trust in the age of AI. AI is scaling faster than the governance around it. Join this session to learn what it takes to operationalize trust across the full AI lifecycle\, from governance and data quality to security and defensible assurance\, so that as AI takes on more\, confidence scales with it rather than risk. \n\n\n\nLearning objectives:By the end of this webcast\, participants will be able to: \n\n\n\n\nDescribe how AI can give finance teams real-time insight and faster\, defensible decisions.\n\n\n\nIdentify the practices that keep finance decisions documented and trusted as AI takes on more.\n\n\n\nExplain how to govern AI across data quality\, security\, and assurance.\n\n\n\n\nPresenters:Tim Canonico\, Principal\, Global and US Managed Services Leader\, PwC USBob Woods\, Partner\, Intelligent enterprise\, PwC USJill Notz\, Principal\, Business Services Leader & US/MX Controller\, PwC USMorgan Adamski\, Principal\, Cyber\, Data\, and Tech Risk Leader\, PwC USJohn Sabatini\, Partner\, Risk & Regulatory Leader\, PwC USRob Joyce\, Cybersecurity Senior Fellow\, former Cybersecurity Director\, National Security AgencyJon Glick\, Principal\, Advisory Marketing Leader\, PwC US \n\n\n\nWho should attend: C-suite leaders and their direct reports across commercial\, finance\, risk\, operations\, and strategy functions. Each session is designed to be valuable individually\, with the full series offering a complete view of enterprise design in the AI era. \n\n\n\nCPE Credit: This webcast is eligible for 1.0 CPE credit in the field of Business Management & Organization.policy\, strategy\, and risk.
URL:https://www.freelivecpe.com/event/the-intelligent-enterprise-in-action-finance-function-reimagined-and-trust-in-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T130000
DTEND;TZID=America/New_York:20260806T140000
DTSTAMP:20260711T153907Z
CREATED:20260711T153859Z
LAST-MODIFIED:20260711T153907Z
UID:10011374-1786021200-1786024800@www.freelivecpe.com
SUMMARY:Denial Trends Decoded: Turning Data Into Dollars (With Half the Staff)
DESCRIPTION:Are you tired of watching your practice’s revenue disappear due to claim denials? \n\n\n\nMedical practices are facing a perfect storm of tighter margins\, shifting payer rules\, and smaller billing teams. It’s more critical than ever to have a proactive strategy to combat denials. This webinar will break down the most common and costly denial trends in 2025 and give you practical\, proven methods to recover revenue faster\, even when resources are limited. \n\n\n\nThis 60-minute webinar will provide you with the knowledge to: \n\n\n\n\nIdentify the most common and costly preventable denial trends across payers in 2025 and apply strategies to spot them before they impact revenue\n\n\n\nExplain how staffing shortages contribute to missed recovery opportunities and preventable revenue loss within billing teams\n\n\n\nUse technology-enabled tools and proven workflows to close staffing gaps\, accelerate claim resolution\, and reduce denials without increasing headcount\n\n\n\n\nBrought to you by UnisLink
URL:https://www.freelivecpe.com/event/denial-trends-decoded-turning-data-into-dollars-with-half-the-staff/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T130000
DTEND;TZID=America/New_York:20260806T140000
DTSTAMP:20260719T190451Z
CREATED:20260719T190444Z
LAST-MODIFIED:20260719T190451Z
UID:10011383-1786021200-1786024800@www.freelivecpe.com
SUMMARY:BDO Talks Tariffs: August Update
DESCRIPTION:Join our webcast to learn the latest developments in International Emergency Economic Powers Act (IEEPA) tariff refunds\, including Phase 2 and Phase 3 with a focus on eligibility\, timelines\, litigation developments\, and the steps importers can take to secure recoveries. We’ll also cover the latest United States–Mexico–Canada Agreement (USMCA) updates\, along with the June 2026 Customs Enforcement Executive Order and its implications for increased scrutiny\, penalties\, and importer accountability. Additional discussion will address Section 232 and Section 301 developments\, as well as practical compliance strategies for navigating the evolving trade environment.After this session\, participants will be able to: \n\n\n\nApply practical compliance strategies in response to Section 232\, Section 301\, and broader trade enforcement developments. \n\n\n\nIdentify the latest IEEPA tariff refund developments\, including Phase 2 and Phase 3. \n\n\n\nExplain recent USMCA updates and the June 2026 Customs Enforcement Executive Order. \n\n\n\nInformation about CPE Eligibility\n\n\n\nTo receive CPE credit for participation in a BDO webcast program\, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate. \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/bdo-talks-tariffs-august-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260704T172416Z
CREATED:20260704T172410Z
LAST-MODIFIED:20260704T172416Z
UID:10011355-1786024800-1786028400@www.freelivecpe.com
SUMMARY:The Nonprofit Audit: Readiness\, Risk and the Role of AI
DESCRIPTION:Strong financial stewardship helps build trust with donors\, grantors\, board members and the communities you serve. As audit season approaches\, now is the time to evaluate audit readiness\, address potential risks and strengthen the processes that support accurate financial reporting and transparency. \n\n\n\nJoin us to explore key audit priorities for nonprofit organizations and learn how emerging AI tools can help finance teams improve documentation\, reduce manual effort and create more time for mission-focused work. \n\n\n\nWho Should Attend\n\n\n\nNonprofit executives\, finance leaders or board members \n\n\n\nLearning Objectives:\n\n\n\n\nIdentify key audit season readiness priorities for nonprofit organizations\, including documentation\, reconciliations\, estimates\, grants\, contributions and restricted funds.\n\n\n\nRecognize common audit challenges and warning signs that can lead to delays\, deficiencies or additional scrutiny during audit procedures.\n\n\n\nDemonstrate how AI and automation are beginning to impact the audit process\, including potential benefits\, limitations and considerations for nonprofit finance teams.\n\n\n\nEvaluate practical ways AI can support audit preparation\, including prompts and agent use cases that streamline data gathering\, improve documentation and reduce manual effort.\n\n\n\nDetect responsible next steps to prepare for a smoother audit season and more informed conversations with auditors\, boards and stakeholders.\n\n\n\n\nSpeakers\n\n\n\n\nStacie Cornwell\, Partner\, Armanino Advisory LLC\n\n\n\nMegan Terell\, Partner\, Armanino Advisory LLC\n\n\n\n\n\n\n\n\nParticipants will earn 1 CPE credit*(Field of Study: Auditing (Governmental)) \n\n\n\nIn order to be awarded the full credits\, you must respond to three out of the five polling questions asked during the program. \n\n\n\n*NASBA DETAILS\n\n\n\nDelivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies\, contact ElevateLearn@armanino.com. \n\n\n\nArmanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://www.freelivecpe.com/event/the-nonprofit-audit-readiness-risk-and-the-role-of-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260711T153022Z
CREATED:20260711T153015Z
LAST-MODIFIED:20260711T153022Z
UID:10011372-1786024800-1786028400@www.freelivecpe.com
SUMMARY:Selecting Your Next ERP: What Every CFO and Controller Needs to Know
DESCRIPTION:Choosing an ERP is one of the most consequential decisions a CFO or Controller will make. The right platform can improve visibility\, streamline operations\, strengthen reporting\, and support future growth. The wrong decision can create years of frustration\, unnecessary costs\, and implementation challenges. \n\n\n\nIn this webinar\, finance leaders will learn a practical framework for evaluating today’s leading mid-market ERP solutions\, building a board-ready business case for change\, and reducing risk throughout the selection and implementation process. Whether you are considering a replacement for a legacy system or evaluating ERP options for the first time\, this session will provide actionable guidance to help you move forward with confidence. \n\n\n\nAttendees will also receive two complimentary assessment tools: one designed to help evaluate ERP solutions and another to assess organizational readiness for a successful implementation. \n\n\n\n**CPE Eligible**  \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/selecting-your-next-erp-what-every-cfo-and-controller-needs-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260719T192110Z
CREATED:20260719T192104Z
LAST-MODIFIED:20260719T192110Z
UID:10011385-1786024800-1786028400@www.freelivecpe.com
SUMMARY:Quarterly Tax Webinar: Q3 2026
DESCRIPTION:Join Forvis Mazars for a moderated discussion focused on current tax developments affecting you and your business. We’ll break down third-quarter 2026 updates from the IRS\, U.S. Department of the Treasury\, Congress\, and other key tax authorities—and what they may mean for your organization. Our discussion will also explore broader tax policy trends and emerging issues that could impact your current and future tax planning\, compliance\, and reporting. Whether you’re responsible for tax strategy or broader financial decision making\, you’ll gain actionable insights and a clearer view of current tax considerations. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDiscuss new and evolving tax laws and regulatory guidance from the third quarter of 2026.\n\n\n\nRecognize policy and regulatory trends and their direct implications for business strategy\, financial reporting\, and tax planning.\n\n\n\nOutline strategies to help gauge risk\, plan ahead\, and respond to a changing tax environment.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/quarterly-tax-webinar-q3-2026/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260806T140000
DTEND;TZID=America/New_York:20260806T150000
DTSTAMP:20260719T201537Z
CREATED:20260719T201531Z
LAST-MODIFIED:20260719T201537Z
UID:10011391-1786024800-1786028400@www.freelivecpe.com
SUMMARY:One Big Beautiful Bill & beyond: One year later—What employers need to know about tax credits
DESCRIPTION:One year after the passage of federal legislation commonly referred to as the One Big Beautiful Bill (H.R.1)\, employers of all sizes are navigating a rapidly evolving tax credit and compliance landscape. Ongoing IRS guidance continues to reshape how organizations evaluate eligibility\, capture value\, and manage risk across workforce-related credits. \n\n\n\nJoin ADP for an update on H.R.1 and its real-world impact. Whether you’re a small business\, mid-sized organization\, or large enterprise\, this session will help you understand where things stand today—and what actions to take next. \n\n\n\nWhat we’ll cover: \n\n\n\n\nH.R.1 in focus: What the legislation and subsequent IRS guidance includes and where implementation stands one year later\n\n\n\nLatest IRS guidance: Key updates impacting the eligibility of employer tax credits and compliance requirements\n\n\n\nForms\, deadlines\, and expirations: What’s changed and what to watch (including updates to the 2026 Form W-2 reporting considerations)\n\n\n\nR&D tax credit: Future opportunities and strategies following the initial July 6th amended return deadline and next steps\n\n\n\nEnergy and sustainability credits: Safe harbor provisions and remaining opportunities to claim green energy incentives through 2027\n\n\n\nWhat’s ahead: Anticipated guidance on credits such as FMLA\, FICA tip\, and other workforce-related programs\n\n\n\n\nJoin us today! \n\n\n\nPending approval for 1 HRCI\, 1 SHRM\, and 1 CPE credit.
URL:https://www.freelivecpe.com/event/one-big-beautiful-bill-beyond-one-year-later-what-employers-need-to-know-about-tax-credits/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T130000
DTEND;TZID=America/New_York:20260811T140000
DTSTAMP:20260711T134022Z
CREATED:20260711T134015Z
LAST-MODIFIED:20260711T134022Z
UID:10011363-1786453200-1786456800@www.freelivecpe.com
SUMMARY:CJR-X: What to Know & How to Prepare
DESCRIPTION:CMS is expanding its use of mandatory\, episode-based payment models through the upcoming Comprehensive Care for Joint Replacement Expanded (CJR-X) Model\, scheduled to begin in October 2027. This model shifts greater financial accountability to hospitals\, with performance tied to cost and quality outcomes across defined episodes of care. CJR-X is projected to generate approximately $725 million in savings for CMS over its first five years and doesn’t currently have a defined end date. CJR-X is expected to be finalized in the Inpatient Prospective Payment System (IPPS) final rule in late July or early August 2026. \n\n\n\nPreparing for participation in CJR-X will require an understanding of the model’s structure\, performance expectations\, and potential implications for hospitals. Organizations that begin evaluating their readiness early may be better positioned to navigate the transition. This session will provide an overview of CJR-X\, outlining participation requirements and key considerations for preparing to perform successfully under the model. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nDescribe the key features and goals of the CJR-X Model.\n\n\n\nExplain how CJR-X aligns cost and quality performance across an episode of care and shifts accountability to hospitals.\n\n\n\nRecognize the potential organizational implications of participating in CJR-X\, including impacts on performance\, operations\, and care delivery.\n\n\n\nIdentify key considerations and early steps to help prepare for and succeed under the CJR-X Model.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/cjr-x-what-to-know-how-to-prepare/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T140000
DTEND;TZID=America/New_York:20260811T150000
DTSTAMP:20260711T153142Z
CREATED:20260711T153135Z
LAST-MODIFIED:20260711T153142Z
UID:10011373-1786456800-1786460400@www.freelivecpe.com
SUMMARY:Modernizing Finance Processes with AI: Building Auditability into AI-Enabled Workflows
DESCRIPTION:CFOs and Controllers are under increasing pressure to do more with less while delivering greater accuracy\, stronger controls\, and faster insights. As AI becomes more accessible\, finance leaders are evaluating where it can drive meaningful efficiencies without compromising governance\, transparency\, or auditability. \n\n\n\nJoin CFO Christine Gu\, and finance transformation leaders from Savant Labs and BDO as they discuss how organizations are moving beyond spreadsheet-driven and other end-user computing (EUC) processes toward standardized\, AI-enabled workflows that improve consistency\, accelerate execution\, and strengthen internal controls. You’ll learn how AI can support workflow development and automation while preserving human oversight\, accountability\, and the audit trail required for critical finance processes. \n\n\n\nField of Study: Finance Level:  \n\n\n\nBasic Prerequisite: None  \n\n\n\nAdvance Preparation: None required  \n\n\n\nDelivery Method: Group Internet-Based  \n\n\n\nRecommended CPE Credit(s): 1 \n\n\n\nEvent Inquiries: For inquiries as well as complaints concerning this webinar\, you are welcome to send an e-mail message to neil@controllerscouncil.org \n\n\n\nPlease note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar\, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar\, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes.  \n\n\n\nControllers Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/modernizing-finance-processes-with-ai-building-auditability-into-ai-enabled-workflows/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/07/Controllers-Council-CPE-webinar.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T150000
DTEND;TZID=America/New_York:20260811T160000
DTSTAMP:20260711T143850Z
CREATED:20260711T143843Z
LAST-MODIFIED:20260711T143850Z
UID:10011366-1786460400-1786464000@www.freelivecpe.com
SUMMARY:Confidence in Numbers: Strengthening Visibility as Business Evolves
DESCRIPTION:Event Overview\n\n\n\nWhat felt like confidence in January may feel like concern today. Margins are harder to explain\, forecasts lose credibility as assumptions weaken\, and manual workarounds quietly replace the controls you thought were in place. \n\n\n\nThese aren’t failures — they’re signals that growth is outpacing your capabilities. As resources stretch and DIY reporting no longer meets expectations\, visibility declines and decisions slow when they need to accelerate. In this session\, we’ll move beyond identifying the problem and into what it takes to solve it. \n\n\n\nWe’ll explore how finance leaders are strengthening visibility by streamlining accounting operations and putting analytics to work\, replacing fragmented\, manual reporting with trusted KPI dashboards\, automating the close to surface margin insight faster\, and building disciplined\, driver-based forecasting models that leaders can actually act on. \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.
URL:https://www.freelivecpe.com/event/confidence-in-numbers-strengthening-visibility-as-business-evolves/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T120000
DTEND;TZID=America/New_York:20260812T130000
DTSTAMP:20260711T134623Z
CREATED:20260711T134616Z
LAST-MODIFIED:20260711T134623Z
UID:10011364-1786536000-1786539600@www.freelivecpe.com
SUMMARY:Unlocking R&D Credit Value Through AI & Data Transformation
DESCRIPTION:Explore how artificial intelligence (AI) and data transformation can support efforts to drive new research and development (R&D) tax credit benefits\, reduce disruption\, and advance future-ready tax processes. This session will highlight how to identify eligible AI-related activities and costs while leveraging existing data and documentation to help build a more sustainable credit position. We’ll also cover practical approaches to data and AI readiness and share real-world examples of how data transformation is being applied across tax and R&D processes. \n\n\n\nLearning Objectives:\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nIdentify R&D tax credit-eligible activities and costs associated with AI investments.\n\n\n\nDiscuss how leveraging AI and existing data and documentation can help reduce disruption and strengthen R&D tax credit sustainability.\n\n\n\nOutline a modern approach to data and AI readiness\, including best practices and design tenets.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\n1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/unlocking-rd-credit-value-through-ai-data-transformation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260627T131440Z
CREATED:20260627T131432Z
LAST-MODIFIED:20260627T131440Z
UID:10011320-1786539600-1786543200@www.freelivecpe.com
SUMMARY:2026 Private Funds Update
DESCRIPTION:To say asset managers are facing a volatile\, increasingly complex investment environment right now is an understatement. There are several forces at play that are impacting the asset management industry\, including shifting economic conditions\, evolving investor expectations\, technological innovation and ongoing regulatory developments. As your fund prepares for the next 6-12 months\, understanding the many different market forces impacting the industry will be critical to supporting clients and investors\, managing risk and maintaining a competitive edge in the long-term.  \n\n\n\nOn Aug. 12\, join us for our annual private funds update webinar\, founded by legacy Moss Adams and now proudly continued by Baker Tilly. Our asset management specialists will discuss the latest developments shaping the industry\, including a comprehensive market update and outlook for the next several months and insights into key trends\, challenges and opportunities that are expected to impact investment funds and their portfolio companies. This session will also examine several of the industry’s most significant emerging topics\, including valuation challenges in uncertain markets\, evolving M&A activity across the industry and noteworthy tax and retirement plan developments and legislation impacting fund managers and their investors. Attendees will gain insight into current market dynamics and actionable considerations for strategic planning and growth initiatives moving forward into the next 6-12 months. \n\n\n\nRegister now and join us for this CPE-eligible session taking place on Wednesday\, Aug. 12 from 1-2 p.m. ET.  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com \n\n\n\n\n\n\n\nBaker 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.
URL:https://www.freelivecpe.com/event/2026-private-funds-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2020/03/download.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T130000
DTEND;TZID=America/New_York:20260812T140000
DTSTAMP:20260704T163010Z
CREATED:20260704T163002Z
LAST-MODIFIED:20260704T163010Z
UID:10011349-1786539600-1786543200@www.freelivecpe.com
SUMMARY:Pricing fundamentals for CPA firms
DESCRIPTION:CPE credit: 1 hour for CPAs \n\n\n\nCPAs put a lot of time into billing clients\, but it doesn’t have to be that way. Pricing upfront based on the value received simplifies the billing process. It also keeps you from pricing your services too low and improves your happiness. Now is the time to break up with the billable hour\, consider alternative pricing models and productize your services to give your clients the high-value services they want. This session will examine how pricing will help you put the client first\, delighting them and your staff. By focusing on value\, you can work less and be more profitable. \n\n\n\nLearning objectives: \n\n\n\n\nWhy the billable hour doesn’t work\n\n\n\nHow price improves the client experience\n\n\n\nObstacles you’ll face when it comes to charging your worth\n\n\n\nWhy productizing puts the focus on value\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:Economics technicalProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/pricing-fundamentals-for-cpa-firms/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Economics
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T140000
DTEND;TZID=America/New_York:20260812T150000
DTSTAMP:20260711T150450Z
CREATED:20260711T150442Z
LAST-MODIFIED:20260711T150450Z
UID:10011371-1786543200-1786546800@www.freelivecpe.com
SUMMARY:The Tomorrow Show: The CxO of 2035
DESCRIPTION:About this Event:\n\n\n\nYou’ve heard of the Today show and The Tonight Show. Now join Workiva for The Tomorrow Show\, where your host Steve Soter asks panelists about the future of leadership in the workplace.  \n\n\n\nThe C-suite of 2035 will look nothing like the one you know today. AI agents will work alongside employees. Reporting will become agent-produced and in real time. Human judgment will be the scarcest—and most valuable—resource in the room. \n\n\n\nAre you building the skills\, the infrastructure\, and the mindset to lead in that world? \n\n\n\nHear from current and former executives and practitioners for a forward-looking conversation about what’s coming and the moves you can make now to be ready. Whether you’re sitting in the C-suite or working your way there\, this is the session that will change how you think about the next decade. \n\n\n\nTopics include: \n\n\n\n\nManaging a workforce of AI agents and people\n\n\n\nRedefining trust\, controls\, and assurance in an AI-driven organization\n\n\n\nThe emerging risks that aren’t on your radar but will be\n\n\n\n\nAfter the show\, you will be able to: \n\n\n\n\nDiscuss how data\, AI\, and assurance will evolve and influence decision-making in the next 10 years \n\n\n\nIdentify gaps across the office of the CFO that may introduce risk in the coming years\n\n\n\nDescribe how AI technology and human talent can work together \n\n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/the-tomorrow-show-the-cxo-of-2035/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2025/08/Workiva-Logo-CPE-webinars.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260812T140000
DTEND;TZID=America/New_York:20260812T150000
DTSTAMP:20260719T221229Z
CREATED:20260719T221222Z
LAST-MODIFIED:20260719T221229Z
UID:10011397-1786543200-1786546800@www.freelivecpe.com
SUMMARY:Preparing for a Successful Uniform Guidance (Single Audit)
DESCRIPTION:Join us for an insightful session designed to demystify the Uniform Guidance (Single Audit) process. This webinar will cover essential compliance and internal control requirements\, highlight best practices for documentation\, and offer practical tips to avoid common audit pitfalls. \n\n\n\nParticipants will gain clarity on the roles and responsibilities within the audit\, as well as strategies for effective communication and planning to ensure a smooth and successful experience. Whether you are new to federal awards or seeking to strengthen your audit preparation\, this session provides valuable guidance for every step of the process. \n\n\n\nPresenters\n\n\n\nMadeline DeMedal\, CPA\, Director\, CBIZMichelle Ly\, CPA\, Director\, CBIZ
URL:https://www.freelivecpe.com/event/preparing-for-a-successful-uniform-guidance-single-audit/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Auditing
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/03/CBIZ-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260813T110000
DTEND;TZID=America/New_York:20260813T120000
DTSTAMP:20260719T192403Z
CREATED:20260719T192353Z
LAST-MODIFIED:20260719T192403Z
UID:10011386-1786618800-1786622400@www.freelivecpe.com
SUMMARY:Turning Nonprofit Financial Data Into Mission Momentum
DESCRIPTION:Join Forvis Mazars as we explore how leading nonprofit organizations are transforming financial data into strategic insights to better advance their missions. In this session\, we’ll share key findings from our 2026 State of the Nonprofit Sector report\, highlighting emerging trends\, common challenges\, and opportunities shaping the sector today. You’ll also see how modern financial technology can help your organization move beyond manual processes and siloed reporting. Through a live demo of Sage Intacct\, we’ll showcase how nonprofits can streamline reporting\, improve visibility\, and empower leadership with real-time financial insights tailored to fund accounting and mission-driven operations. \n\n\n\nWhether you’re looking to enhance board reporting\, improve efficiency\, or gain better insight into your programs and funding\, this webinar will provide practical strategies to help your organization turn financial data into action. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nRecognize key trends shaping nonprofits in 2026 and how they can impact financial management\, reporting\, and decision making.\n\n\n\nIdentify strategies that can help turn financial data into actionable insights that help drive mission outcomes and improve organizational performance.\n\n\n\nDiscuss how Sage Intacct can support nonprofit financial management\, including real-time reporting\, fund accounting\, and improved visibility.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/turning-nonprofit-financial-data-into-mission-momentum/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260813T120000
DTEND;TZID=America/New_York:20260813T133000
DTSTAMP:20260627T130252Z
CREATED:20260627T130244Z
LAST-MODIFIED:20260627T130252Z
UID:10011317-1786622400-1786627800@www.freelivecpe.com
SUMMARY:2026 Alternative and Registered Funds Midyear Update
DESCRIPTION:During this webcast\, panelists will discuss the latest developments impacting alternative and registered funds. Our discussion will span Securities and Exchange Commission (SEC) deregulation and FinTech innovation\, updates from the Financial Accounting Standards Board (FASB) around crypto and disclosures\, and tax changes around alternative and registered funds. \n\n\n\nDiscussion topics include: \n\n\n\n\nSEC regulatory update\n\n\n\nAccounting and financial reporting update\n\n\n\nTax update\n\n\n\n\nIn this webcast\, panelists will: \n\n\n\n\nExplore the latest accounting and auditing matters.\n\n\n\nRecognize recent tax activities.\n\n\n\nIdentify the SEC regulatory agenda.\n\n\n\n\nModerator\n\n\n\n\nLindsay Hill\, Partner\, Financial Services Organization\, Ernst & Young LLP\n\n\n\n\nPanel\n\n\n\nMary Stephenson\, Partner\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nAmy Snyder\, Partner\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nBill Rys\, Managing Director\, Washington Council Ernst & Young\, Ernst & Young LLP \n\n\n\nSuave Baran\, Senior Manager\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nVeronika Dinkov\, Partner\, Financial Services Organization\, Ernst & Young LLP \n\n\n\nMichael Vorhis\, Senior Manager\, Risk Consulting\, Ernst & Young LLP \n\n\n\nCPE Information (for live events only)\n\n\n\nDelivery Method: Group Internet Based \n\n\n\nProgram Level: Basic \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Preparation: None \n\n\n\nRefunds & 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. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & 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.
URL:https://www.freelivecpe.com/event/2026-alternative-and-registered-funds-midyear-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/gif:https://www.freelivecpe.com/wp-content/uploads/2019/09/EY.gif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260814T120000
DTEND;TZID=America/New_York:20260814T130000
DTSTAMP:20260719T195411Z
CREATED:20260719T193717Z
LAST-MODIFIED:20260719T195411Z
UID:10011388-1786708800-1786712400@www.freelivecpe.com
SUMMARY:EY Center for Tax Policy monthly update
DESCRIPTION:Companies need to keep pace with a tax and economic environment in transition. This requires understanding tax policy trends and anticipating future developments that could impact their operations. \n\n\n\nJoin us for a fast-paced overview of recent tax and economic developments designed to help you stay on top of changes in today’s shifting economic\, legislative and regulatory environment. In this regularly occurring webcast series\, panelists will provide updates on: \n\n\n\n\nThe US economy and tax policy\n\n\n\nWhat’s happening at the IRS\n\n\n\nBreaking developments\n\n\n\n\nWe hope you will be able to join us. \n\n\n\nLearning objectives \n\n\n\nIdentify how tax policy developments may impact your business operations\, estimate how changes in the economy may affect your company’s financial situation\, and determine how IRS changes could affect your organization.t that a course must be cancelled\, participants will be contacted via the email addressed submitted during registration. \n\n\n\nComplaint Policy: For complaints or concerns\, please submit an inquiry here. \n\n\n\nNote: CPE credit is awarded for live webinars only. For more information\, visit: https://www.ey.com/en_us/media/webcasts/cpe.  \n\n\n\nErnst & 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.
URL:https://www.freelivecpe.com/event/ey-center-for-tax-policy-monthly-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/gif:https://www.freelivecpe.com/wp-content/uploads/2019/09/EY.gif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T110000
DTEND;TZID=America/New_York:20260818T120000
DTSTAMP:20260719T193042Z
CREATED:20260719T193035Z
LAST-MODIFIED:20260719T193042Z
UID:10011387-1787050800-1787054400@www.freelivecpe.com
SUMMARY:NextGen GRC: Transforming Risk & Compliance With AI
DESCRIPTION:Governance\, risk\, and compliance (GRC) programs are under increasing pressure from regulatory scrutiny\, fragmented technology environments\, manual workflows\, and rising expectations for real-time insight. This webinar will share how organizations can move from disconnected GRC execution to a connected\, technology-enabled operating model across audit management\, risk management\, and compliance. The session will highlight practical ways to use GRC platforms\, automation\, AI-enabled workflows\, dashboards\, and managed or co-managed services to help improve evidence quality\, issue management\, executive reporting\, and risk-informed decision making. Gain insight into how GRC can serve as both a control foundation and a commercial value lever for broader internal audit\, risk\, compliance\, and transformation agendas. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants should be able to: \n\n\n\n\nIdentify common market drivers that are creating urgency for connected GRC\, including regulatory pressure\, fragmented tools\, manual evidence processes\, capacity constraints\, and the need for faster reporting.\n\n\n\nDescribe the core components of a modern GRC operating model across audit management\, risk management\, compliance\, issue management\, dashboards\, governance\, and change enablement.\n\n\n\nEvaluate how GRC platforms and AI-enabled workflows can improve audit planning\, control documentation\, obligation-to-control mapping\, evidence requests\, issue traceability\, and executive reporting while maintaining appropriate human oversight.\n\n\n\nRecognize go-to-market and buyer engagement opportunities where GRC can serve as an entry point for broader advisory\, implementation\, integration\, enhancement\, support\, managed services\, and internal audit transformation work.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit(s) (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance\, during live broadcast. \n\n\n\nIf you have concerns or would like information regarding program cancellation policies or CPE credit\, contact us at cpecompliance@us.forvismazars.com.
URL:https://www.freelivecpe.com/event/nextgen-grc-transforming-risk-compliance-with-ai/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/06/Forvis-Mazars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T130000
DTEND;TZID=America/New_York:20260818T140000
DTSTAMP:20260719T185740Z
CREATED:20260719T185733Z
LAST-MODIFIED:20260719T185740Z
UID:10011382-1787058000-1787061600@www.freelivecpe.com
SUMMARY:Back-to-basics: Income tax effects of business combinations
DESCRIPTION:Webcast overview\n\n\n\nKPMG professionals will offer a focused webcast on on mastering the basics when accounting for income taxes after the deal is done. This session will cover the fundamentals of accounting for income taxes in business combinations\, including recognition and measurement of deferred taxes\, accounting for first and second component goodwill\, and understanding the impact of measurement period adjustments.Learning Objectives: \n\n\n\nUpon completion of this webcast\, participants will understand the accounting of the income tax affects of a business combination or asset acquisition. \n\n\n\nProgram Specifications \n\n\n\nEstimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: CFO\, Controller\, VP Finance\, Chief Risk Officer\, Head of Internal Audit\, Business Combinations\, Income Taxes\, Income StatementsField(s) of Study: Accounting – 21 \n\n\n\nThe final CPE and Field of Study will be confirmed after delivery of the program.Prerequisites: There are no prerequisite requirements for this course.Advance Preparation: There are no advanced preparation requirements for this course.Program Knowledge Level: Intermediate \n\n\n\nPolicies & Questions \n\n\n\nRefund/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 KPMG Events & Meetings and reference event code X7NQ47HZ8R8. \n\n\n\nCPE Certificate: CPE processing may take two to four weeks after the webcast. Once available\, certificates will be emailed and accessible in the KPMG Learning Portal/Cornerstone using this guidance. For CPE certificate questions\, please contact Client CPE Mailbox. \n\n\n\n \n\n\n\nKPMG 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
URL:https://www.freelivecpe.com/event/back-to-basics-income-tax-effects-of-business-combinations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T130000
DTEND;TZID=America/New_York:20260818T140000
DTSTAMP:20260719T190753Z
CREATED:20260719T190746Z
LAST-MODIFIED:20260719T190753Z
UID:10011384-1787058000-1787061600@www.freelivecpe.com
SUMMARY:From Risk to Resilience: AI’s Role in the Modern Defense Supply Chain
DESCRIPTION:Join us for a discussion on how AI can transform defense and government supply chains from reactive risk management to proactive resilience. We’ll explore why traditional\, document-heavy processes can’t keep pace with today’s disruption landscape and highlight practical AI use cases such as supplier risk sensing\, lead-time prediction\, and compliance automation—all through a governance-first approach designed for regulated GovCon environments. \n\n\n\nBy the end of the session\, attendees will understand how to get started safely with a 30–60 day pilot roadmap that balances speed with the audit-readiness and human accountability these environments demand. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify how AI can shift government and defense supply chains from reactive risk management to true resilience by accelerating decision speed while maintaining compliance and traceability.\n\n\n\nRecognize practical\, low regret AI use cases in GovCon—including supplier risk sensing\, scenario planning\, and compliance validation—that work within paperwork heavy\, regulated environments.\n\n\n\nApply a “safe to start” approach to AI adoption that embeds governance\, human accountability\, and audit readiness into supply chain decisions from day one.\n\n\n\n\nCPE Information\n\n\n\nDelivery: Group Internet Based \n\n\n\nPrerequisites: None \n\n\n\nAdvanced Prep: None \n\n\n\nProgram Level: Basic \n\n\n\nCost: There is no fee to attend this session \n\n\n\nPlease Note: Per BDO USA’s CPE Compliance policy\, CPE will not be issued for programs that fail to comply with the NASBA Standards\, or to individuals who do not meet the attendance requirements. For example\, a professional attending a webcast must respond to at least 3 polls per CPE credit. \n\n\n\nFor questions regarding CPE credit\, please contact CPE@bdo.com. \n\n\n\nBDO USA\, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
URL:https://www.freelivecpe.com/event/from-risk-to-resilience-ais-role-in-the-modern-defense-supply-chain/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/BDO-CPE-Webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T130000
DTEND;TZID=America/New_York:20260818T140000
DTSTAMP:20260719T202018Z
CREATED:20260719T202012Z
LAST-MODIFIED:20260719T202018Z
UID:10011392-1787058000-1787061600@www.freelivecpe.com
SUMMARY:The Cash Flow Playbook Series: Turning POS Data into Business Insights
DESCRIPTION:As automation and AI continue to reshape traditional compliance activities\, accounting professionals are increasingly seeking opportunities to expand their advisory role. One often-overlooked area is the point-of-sale (POS) system\, which plays a critical role in sales tax management\, inventory tracking\, payroll workflows\, financial reporting\, and business operations. \n\n\n\nIn this session\, Dawn Brolin\, CEO of Powerful Accounting\, Inc.\, and Jody Padar\, co-founder of XcelLabs\, will share practical insights gained from working with small businesses. Participants will learn how to evaluate a client’s current POS environment\, identify common operational and reporting challenges\, and understand the key features accountants should consider when assessing modern POS solutions. \n\n\n\nThrough real-world examples and demonstrations\, attendees will explore how integrated POS and payroll technology can simplify reconciliation\, improve access to business reporting and dashboards\, streamline sales tax administration\, and support inventory management. The session will also provide a practical framework for discussing POS optimization with clients\, understanding the implementation process\, and leveraging business data to support higher-value advisory services. \n\n\n\nLearning Objectives \n\n\n\n\nIdentify the core POS capabilities that impact sales tax management\, inventory tracking\, payroll processes\, reconciliation\, and financial reporting.\n\n\n\nRecognize common operational and accounting challenges associated with managing POS data and integrating POS systems with financial processes.\n\n\n\nEvaluate the key features\, reporting capabilities\, and integration considerations accountants should assess when reviewing POS solutions for clients.\n\n\n\nUnderstand the accountant’s role in the POS transition process\, including implementation considerations and ongoing access to business insights.\n\n\n\nAssess how POS reporting and business intelligence tools can support advisory services and help firms expand beyond traditional compliance-focused engagements.\n\n\n\n\nLevel:BasicInstructional method:Group internet-basedNASBA field of study:AccountingProgram prerequisites:NoneAdvance preparation:None \n\n\n\nNote: CPE is only available for attending the live event\, on-demand viewing is not eligible.
URL:https://www.freelivecpe.com/event/the-cash-flow-playbook-series-turning-pos-data-into-business-insights/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/04/ADP-CPE-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T140000
DTEND;TZID=America/New_York:20260818T150000
DTSTAMP:20260719T184912Z
CREATED:20260719T184906Z
LAST-MODIFIED:20260719T184912Z
UID:10011380-1787061600-1787065200@www.freelivecpe.com
SUMMARY:Leveraging tech and data strategy for private markets
DESCRIPTION:Key takeaways \n\n\n\nPrivate market managers—across venture capital\, private credit\, real estate\, and infrastructure—are moving from fragmented\, spreadsheet workflows to unified\, intelligent technology platforms. This webcast explores how a tech and data-centric strategy can unlock value across the investment life cycle while balancing innovation with governance\, risk\, and cybersecurity. We’ll discuss: \n\n\n\nLeveraging managed services and modern security to scale efficiently and help protect investor trust \n\n\n\nHow next-generation investor portals and real-time data are enhancing transparency and the investor experience \n\n\n\nEmbedding AI and automation across the investment life cycle\, supported by high-quality data and strong governance
URL:https://www.freelivecpe.com/event/leveraging-tech-and-data-strategy-for-private-markets/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2023/11/us-deloitte-logo-e1700828062839.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T150000
DTEND;TZID=America/New_York:20260818T160000
DTSTAMP:20260704T163502Z
CREATED:20260704T163455Z
LAST-MODIFIED:20260704T163502Z
UID:10011351-1787065200-1787068800@www.freelivecpe.com
SUMMARY:Leadership and the Rise of AI Agents: From Process Engineering to Transformation
DESCRIPTION:About this Event:\n\n\n\nAI is quickly enabling professionals and teams to move beyond individual productivity tools and into the workflows\, systems\, and processes that shape how work gets done. For finance teams\, this shift creates a new leadership opportunity: to help engineer how AI can reimagine and radically transform workflows to improve efficiency and insight while preserving accuracy\, accountability\, governance\, and human judgment. But this opportunity will only happen once in a generation and is primarily a function of leadership\, not technical expertise. \n\n\n\nIn this session hosted by Pro Groups\, explore how finance professionals can play a more active role as organizations adopt AI agents and process-level automation. Panelists will discuss what it means for finance professionals to act as process architects\, governance partners\, business translators\, and change leaders in an AI-enabled environment. \n\n\n\nAttendees will hear perspectives from finance and technology leaders on the emerging “finance engineer” mindset\, the skills professionals need to build now\, and how they can help shape AI-enabled workflows that are practical\, controlled\, and scalable. \n\n\n\nThis webinar is eligible for 1 CPE credit.
URL:https://www.freelivecpe.com/event/leadership-and-the-rise-of-ai-agents-from-process-engineering-to-transformation/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/webp:https://www.freelivecpe.com/wp-content/uploads/2025/08/Workiva-Logo-CPE-webinars.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260818T150000
DTEND;TZID=America/New_York:20260818T160000
DTSTAMP:20260719T210427Z
CREATED:20260719T210420Z
LAST-MODIFIED:20260719T210427Z
UID:10011395-1787065200-1787068800@www.freelivecpe.com
SUMMARY:Leadership and the Rise of AI Agents: From Process Engineering to Transformation
DESCRIPTION:Description\n\n\n\nAI is quickly enabling professionals and teams to move beyond individual productivity tools and into the workflows\, systems\, and processes that shape how work gets done. For finance teams\, this shift creates a new leadership opportunity: to help engineer how AI can reimagine and radically transform workflows to improve efficiency and insight while preserving accuracy\, accountability\, governance\, and human judgment. But this opportunity will only happen once in a generation and is primarily a function of leadership\, not technical expertise. \n\n\n\nThis session will explore how finance professionals can play a more active role as organizations adopt AI agents and process-level automation. Panelists will discuss what it means for finance professionals to act as process architects\, governance partners\, business translators\, and change leaders in an AI-enabled environment. \n\n\n\nAttendees will hear perspectives from finance and technology leaders on the emerging “finance engineer” mindset\, the skills professionals need to build now\, and how they can help shape AI-enabled workflows that are practical\, controlled\, and scalable. \n\n\n\nBy the end of this webinar\, you will be able to: \n\n\n\n\nDescribe how AI adoption is shifting from individual productivity to process-level transformation in finance.\n\n\n\nExplain the opportunity for finance professionals to help shape how AI-enabled workflows are designed\, governed\, and adopted.\n\n\n\nIdentify key skills associated with the emerging “finance engineer” mindset\, including process design\, data fluency\, controls awareness\, and cross-functional collaboration.\n\n\n\nDiscuss practical steps finance leaders and teams can take to prepare for AI agents and process-level automation.\n\n\n\n\nDuration: 60 mins \n\n\n\nCPE: 1 credit \n\n\n\nField of Study: Information Technology \n\n\n\nContact\n\n\n\nCommunity Manager \n\n\n\ninfo@progroups.org
URL:https://www.freelivecpe.com/event/leadership-and-the-rise-of-ai-agents-from-process-engineering-to-transformation-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2025/02/ProGroups-accounting-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260819T130000
DTEND;TZID=America/New_York:20260819T140000
DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010782-1787144400-1787148000@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION: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.  \n\n\n\nIn 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.  \n\n\n\nAll 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.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-08-19/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Sikich-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260825T110000
DTEND;TZID=America/New_York:20260825T120000
DTSTAMP:20260531T171953Z
CREATED:20260531T171949Z
LAST-MODIFIED:20260531T171953Z
UID:10011230-1787655600-1787659200@www.freelivecpe.com
SUMMARY:2026 Tax Break Summer Series
DESCRIPTION:State and local tax audits are becoming more frequent\, aggressive\, and increasingly complex for taxpayers. With auditors asserting unique positions and imposing significant penalties\, navigating a state tax audit can feel overwhelming. During this session\, our state and local tax specialists will explore strategies to defend state tax audits and discuss the issues and trends we’re seeing. Topics will include audit readiness\, what to expect during the audit cycle\, and working through disputes. Throughout the session\, we’ll answer the questions we hear most often from clients facing state tax controversy matters.   \n\n\n\nJoin us to gain actionable insights that will strengthen your audit readiness and better equip your organization to navigate the full audit and dispute cycle.  \n\n\n\nLearning objectives:      \n\n\n\n\nUnderstand approaches auditors use to review state income\, franchise\, gross receipts\, and sales and use tax returns.  \n\n\n\n\n\nIdentify current trends in state tax audits. \n\n\n\n\n\nOutline practical strategies for managing state tax controversies\, including key considerations before\, during\, and after an audit.\n\n\n\n\nAnticipated CPE : 1 credit\, Tax \n\n\n\nFor more information regarding program cancellation policies\, please visit our webinar website or contact our offices at 248-352-2500. \n\n\n\nStaff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881. \n\n\n\nPlante & Moran\, PLLC\, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors\, 150 Fourth Avenue North\, Suite 700\, Nashville\, TN 37219-2417 or by visiting the website: nasba.org.
URL:https://www.freelivecpe.com/event/2026-tax-break-summer-series/2026-08-25/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Plante-Moran-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260923T130000
DTEND;TZID=America/New_York:20260923T140000
DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010783-1790168400-1790172000@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION: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.  \n\n\n\nIn 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.  \n\n\n\nAll 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.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-09-23/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Sikich-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T130000
DTEND;TZID=America/New_York:20260929T140000
DTSTAMP:20260523T144515Z
CREATED:20260523T144510Z
LAST-MODIFIED:20260523T144515Z
UID:10011173-1790686800-1790690400@www.freelivecpe.com
SUMMARY:Quarterly Legislative Update
DESCRIPTION:Event Overview\n\n\n\nStaying up to date on areas affecting your situation can allow you to better plan for changes that may be coming. Join us for our quarterly update covering recent developments in proposed and enacted tax legislation. Our National Tax Office Team will update you on the latest from Capitol Hill\, with a focus on how changes may affect you and your organization.  \n\n\n\nLearning Objectives  \n\n\n\n\nExamine the tax legislative landscape\, including recent legislation.\n\n\n\nTheorize pending regulations and IRS guidance.\n\n\n\nDemonstrate how these changes could impact businesses and individuals.\n\n\n\nIdentify possible action steps and planning opportunities.\n\n\n\n\nPresenter  \n\n\n\nAlex Parker\, Tax Legislative Affairs Director \n\n\n\nAlex provides on-the-ground coverage and analysis of tax developments in our nation’s capital\, ensuring that Eide Bailly clients are well-informed about legal or regulatory changes that could affect them. He also closely follows the fast-changing and complex international tax sphere\, including new projects at the United Nations\, the G-20\, and the Organization for Economic Cooperation and Development.    \n\n\n\nCPE Information \n\n\n\nCPE Credits: 1 \n\n\n\nField of Study: Taxes \n\n\n\nLevel of Knowledge: Overview \n\n\n\nDelivery Method: Group-Internet Based \n\n\n\nAdditional Information  \n\n\n\nThis is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar. \n\n\n\nCPE credit will not be available for watching the recording.  \n\n\n\nEide Bailly Staff\, please register in the Learning Center \n\n\n\nFor information regarding a complaint and/or program cancellation policies\, please contact Laura Schons \n\n\n\nReturn to Eide Bailly Website HERE. \n\n\n\n\n\n\n\nTo view the Eide Bailly Disclaimer click HERE.RE.
URL:https://www.freelivecpe.com/event/quarterly-legislative-update-7/2026-09-29/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
ATTACH;FMTTYPE=image/jpeg:https://www.freelivecpe.com/wp-content/uploads/2025/07/Eide-Bailly-CPE-new-logo.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T130000
DTEND;TZID=America/New_York:20261014T140000
DTSTAMP:20260307T181452Z
CREATED:20260307T181447Z
LAST-MODIFIED:20260307T181452Z
UID:10010784-1791982800-1791986400@www.freelivecpe.com
SUMMARY:2026 Yellowbook Webinar Series
DESCRIPTION: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.  \n\n\n\nIn 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.  \n\n\n\nAll 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.  \n\n\n\nGetting started is simple: select the sessions that matter most to you. 
URL:https://www.freelivecpe.com/event/2026-yellowbook-webinar-series/2026-10-14/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Sikich-CPE-webinars.png
END:VEVENT
END:VCALENDAR