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DTSTART;TZID=America/New_York:20250729T140000
DTEND;TZID=America/New_York:20250729T150000
DTSTAMP:20260608T170025
CREATED:20250704T195523Z
LAST-MODIFIED:20250704T195531Z
UID:10009418-1753797600-1753801200@www.freelivecpe.com
SUMMARY:Making Sense of AI & Analytics in HR & Payroll
DESCRIPTION:Ever feel like you’re sitting on a goldmine of human resources (HR) and payroll data but aren’t quite sure how to unlock its value? You’re not alone. While artificial intelligence (AI) and analytics might sound like buzzwords\, they’re actually practical tools that HR professionals can start using today. Join us as we present with professionals from ADP and explore how AI is transforming the way many organizations handle payroll and HR. No technical jargon\, no complex algorithms—just practical ways to help make your work easier and your decision making more agile. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nDescribe simple techniques for creating effective AI prompts.\n\n\n\nExplain the potential benefits and pitfalls of AI in HR.\n\n\n\nDefine use cases for AI in business management.\n\n\n\nRecognize time-saving AI solutions for payroll and HR automation.
URL:https://www.freelivecpe.com/event/making-sense-of-ai-analytics-in-hr-payroll/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Computer Software and Applications
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250729T140000
DTEND;TZID=America/New_York:20250729T150000
DTSTAMP:20260608T170025
CREATED:20250713T141710Z
LAST-MODIFIED:20250713T141716Z
UID:10009483-1753797600-1753801200@www.freelivecpe.com
SUMMARY:How the "One Big Beautiful Bill" Could Reshape Real Estate Tax Strategy
DESCRIPTION:The One Big Beautiful Act as now been signed into law\, bringing significant changes for real estate owners\, investors\, and developers. From the return of 100% bonus depreciation to expanded interest deductions and changes to Opportunity Zones\, this landmark legislation will significantly impact how you structure deals\, manage assets\, and plan for 2025 and beyond.  \n\n\n\nJoin CBIZ real estate leaders for a panel discussion of what’s in the new law and what you should be doing now to stay ahead. \n\n\n\nSpeakers\n\n\n\nAbe Schlisselfeld\, Senior Managing Director and National Real Estate LeaderEdward Reitmeyer\, Managing Director and Mid-Atlantic Real Estate LeaderAlan Blecher\, Managing DirectorAshlie Forum\, Managing Director and Southeast Real Estate LeaderMelissa Hasenmayer\, Managing Director Juliet Song\, Managing Director and West Real Estate Leader
URL:https://www.freelivecpe.com/event/how-the-one-big-beautiful-bill-could-reshape-real-estate-tax-strategy/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250729T140000
DTEND;TZID=America/New_York:20250729T150000
DTSTAMP:20260608T170025
CREATED:20250719T131534Z
LAST-MODIFIED:20250719T131540Z
UID:10009520-1753797600-1753801200@www.freelivecpe.com
SUMMARY:Shift Your Tech Strategy: A Roadmap to Growth
DESCRIPTION:Event description\n\n\n\nGrant Thornton’s latest research reveals a pivotal shift: Leaders must prioritize strategic technology investments to fuel corporate growth. In this 60-minute session\, our team explains how agile\, data-driven technology adoption is no longer optional — it’s essential for navigating market disruption and driving topline performance.  \n\n\n\nJoin Grant Thornton as we unpack insights from our “Shift Your Tech Strategy” survey\, offering actionable steps for finance leaders and their teams.   \n\n\n\nDate and time\n\n\n\nTuesday\, July 29\, 20252:00 PM ET – 3:00 PM ET \n\n\n\nRecommended CPE credits\n\n\n\n1 \n\n\n\nLearning objectives\n\n\n\nUtilize insights from real-world case studies to craft actionable next steps for their own organizations. \n\n\n\nDescribe the current state of digital transformation in 2025—including investment gaps\, adoption rates\, growth-impact metrics\, and common organizational hurdles. \n\n\n\nExplain the strategic role of leadership as architects of digital growth\, including how to align technology investments with corporate objectives and forge cross-functional partnerships. \n\n\n\nConstruct a growth-centric technology roadmap that prioritizes platforms (cloud\, analytics\, automation\, cybersecurity)\, incorporates agile pilot-scale cycles\, and embeds governance and risk-management best practices.
URL:https://www.freelivecpe.com/event/shift-your-tech-strategy-a-roadmap-to-growth/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T090000
DTEND;TZID=America/New_York:20250730T100000
DTSTAMP:20260608T170025
CREATED:20250713T144713Z
LAST-MODIFIED:20250713T144718Z
UID:10009488-1753866000-1753869600@www.freelivecpe.com
SUMMARY:One Big Beautiful Bill Signed into Law – What to Do Now
DESCRIPTION:Join us on Wednesday\, July 30\, for a one-hour webinar unpacking tax changes in the newly enacted One Big Beautiful Bill. Our team will walk through key tax provisions and planning opportunities from this sweeping legislation\, including: \n\n\n\n\nKey extensions of individual and business tax provisions from the TCJA\n\n\n\nNew incentives to boost U.S. business investment and expansion\n\n\n\nNotable international tax updates\n\n\n\nExpiring energy credits and other time-sensitive changes\n\n\n\nEnhancements to individual tax rules\n\n\n\nUpdates affecting exempt organizations\n\n\n\n\nWe’ll provide a clear overview of what changed\, what didn’t change and what you can do to plan effectively. \n\n\n\nThis webinar is eligible for 1.0 CPE.
URL:https://www.freelivecpe.com/event/one-big-beautiful-bill-signed-into-law-what-to-do-now/
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:20250730T110000
DTEND;TZID=America/New_York:20250730T120000
DTSTAMP:20260608T170025
CREATED:20250704T200032Z
LAST-MODIFIED:20250704T200123Z
UID:10009419-1753873200-1753876800@www.freelivecpe.com
SUMMARY:California’s Climate Rules – Recent Considerations
DESCRIPTION:To comply with California’s climate rules\, U.S. organizations doing business in the state and with global revenues over $500 million and $1 billion will need to issue a biennial climate-related financial risk report and to report annual greenhouse gas emissions data\, respectively. This webinar will provide an overview of lessons learned through case studies of recent implementations\, a range of practices\, and compliance planning considerations\, focusing on recent developments. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nSummarize California’s climate rules requirements\, including recent developments.\n\n\n\nRecognize common compliance challenges and how to prepare for them.\n\n\n\nDiscuss implementation of a range of practices.\n\n\n\nDescribe recent case studies. \n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (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.
URL:https://www.freelivecpe.com/event/californias-climate-rules-recent-considerations/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Specialized Knowledge
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T113000
DTEND;TZID=America/New_York:20250730T123000
DTSTAMP:20260608T170025
CREATED:20250713T135513Z
LAST-MODIFIED:20250713T135608Z
UID:10009476-1753875000-1753878600@www.freelivecpe.com
SUMMARY:AI governance and the future of GRC
DESCRIPTION:Description: \n\n\n\nAI is rapidly reshaping GRC by enhancing compliance workflows\, improving risk predictions\, and providing real-time insights. It also introduces complexities such as potential bias\, lack of transparency\, and the need for strong oversight. \n\n\n\nTo navigate these challenges\, creating a robust AI governance program is essential. This program must be carefully designed to ensure AI systems are used responsibly\, ethically\, and in compliance with regulatory standards. \n\n\n\nEffectively building such a program requires clear frameworks for monitoring and managing AI risks and balancing automation with human oversight. As AI evolves\, organizations must address these emerging risks while developing governance structures that foster innovation without compromising accountability. The future of GRC will rely on the ability to harness AI’s potential while mitigating its inherent risks through thoughtful and strategic governance. \n\n\n\nLearning Objectives\n\n\n\n\nDescribe the impact of AI on GRC processes.\n\n\n\nRecognize the unique risks of AI within the context of GRC.\n\n\n\nDevelop the skills to build a comprehensive AI governance program that ensures responsible AI usage.\n\n\n\nBalance AI automation with human oversight.\n\n\n\n\nField of Study: Information Technology \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/ai-governance-and-the-future-of-grc/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T120000
DTEND;TZID=America/New_York:20250730T130000
DTSTAMP:20260608T170025
CREATED:20250628T004459Z
LAST-MODIFIED:20250628T004506Z
UID:10009393-1753876800-1753880400@www.freelivecpe.com
SUMMARY:Navigating Sales Tax Challenges Facing Federal Government Contractors
DESCRIPTION:Every year government contractors are required to make billions of dollars in purchases of products and services in order to fulfill their contracts with the federal government. Many contractors mistakenly believe that they are acting as agents for the federal government and therefore all of their purchases are exempt from sales tax. With respect to claiming resales exemptions on purchases\, states have provided limited guidance as to how these exemptions specifically impact purchases by government contractors especially in light of the title passing provisions in most government contracts. A significant number of contractors are also unaware that a few states impose sales tax on contractors’ sales to the federal government.  \n\n\n\nJoin BDO’s State & Local Tax professionals for a webcast that will outline these sales tax issues and provide a framework for understanding them. The focus will be on purchases and sales under federal contracts related to products and non-construction services. 
URL:https://www.freelivecpe.com/event/navigating-sales-tax-challenges-facing-federal-government-contractors/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T120000
DTEND;TZID=America/New_York:20250730T130000
DTSTAMP:20260608T170025
CREATED:20250704T205018Z
LAST-MODIFIED:20250704T205026Z
UID:10009427-1753876800-1753880400@www.freelivecpe.com
SUMMARY:Powering up public plans: What every government and not-for-profit sponsor needs to know 
DESCRIPTION:This session will explore how to uncover hidden inefficiencies\, evaluate key plan components and strengthen fiduciary oversight to drive better outcomes. Whether you’re looking to refine your current plan or ensure compliance with fiduciary standards\, this webinar will equip you with the knowledge and tools to make informed\, impactful decisions.  \n\n\n\nLearning objectives: \n\n\n\n\nUncovering hidden inefficiencies in retirement plan design Gain insights into how plan structure\, investment options\, and administration can affect overall costs and participant outcomes—especially in government and not for profit settings. \n\n\n\nEvaluating recordkeepers\, investment lineups\, and fees Learn how to benchmark provider fees\, assess investment offerings\, and use outcome-based data to drive better value and participant success. \n\n\n\nUnderstanding fiduciary responsibilities and real-world lessons Explore key fiduciary obligations for plan sponsors through public sector case studies that reveal common pitfalls—and actionable steps to strengthen oversight.\n\n\n\n\nWho should attend\n\n\n\nLeadership 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. \n\n\n\nPresenters \n\n\n\nJay Staley\, Ed.D. Co-host\, Director  \n\n\n\nMatt Bubness\, M.P.A. Co-host\, Director  \n\n\n\nDavid DuBravaSenior Advisor \n\n\n\nMatt PayneSenior Advisor \n\n\n\nInformation about CPE eligibility \n\n\n\nThere 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.      \n\n\n\nCPE credit: One (1) hour total credit    Level: Basic Field of study: Specialized knowledge  \n\n\n\nFor more information regarding administrative policies such as complaint and refund policies\, please email learning@bakertilly.com. 
URL:https://www.freelivecpe.com/event/powering-up-public-plans-what-every-government-and-not-for-profit-sponsor-needs-to-know/
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:20250730T120000
DTEND;TZID=America/New_York:20250730T130000
DTSTAMP:20260608T170025
CREATED:20250704T213238Z
LAST-MODIFIED:20250704T213304Z
UID:10009434-1753876800-1753880400@www.freelivecpe.com
SUMMARY:A Conversation About Fraud\, Waste\, and Abuse in Higher Education
DESCRIPTION:Colleges and universities oversee significant financial resources. With appropriate management\, you can help protect your organization from fraudulent financial losses\, stay in compliance with various regulations and laws\, and uphold your institution’s integrity and reputation. \n\n\n\nJoin our complimentary webinar to recognize the signs and types of fraud\, waste\, and abuse (FWA) in higher education settings. Get the knowledge and skills to tackle these issues effectively — and help create a more secure\, ethical\, and efficient environment that supports your mission and goals. \n\n\n\nAt the end of this session\, you’ll be able to:\n\n\n\n\nIdentify strategies to prevent\, detect\, and correct instances of FWA\n\n\n\nRecognize the signs and types of fraud\, waste\, and abuse in higher education settings\n\n\n\nRecall ways to promote a culture of ethical behavior and accountability within the institution\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for presidents\, CEOs\, CFOs\, CIOs\, controllers\, and other administrators at higher education institutions. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, Behavioral EthicsPrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/a-conversation-about-fraud-waste-and-abuse-in-higher-education/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Ethics
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T120000
DTEND;TZID=America/New_York:20250730T130000
DTSTAMP:20260608T170025
CREATED:20250705T122554Z
LAST-MODIFIED:20250705T122600Z
UID:10009442-1753876800-1753880400@www.freelivecpe.com
SUMMARY:Complexities in Mergers and Acquisitions (M&A) Accounting
DESCRIPTION:Mergers and acquisitions (M&A) are often used by companies to achieve growth\, expand market share\, or gain other competitive advantages. Beyond these strategic motivations\, M&A brings complex accounting challenges that companies and investors alike need to understand and consider.  \n\n\n\nPlease join our DLA Accounting Advisory and Valuation experts for a discussion and Q&A session on the key issues surrounding M&A accounting\, including:  \n\n\n\n\nNotable current trends that fuel complexities in M&A accounting \n\n\n\nKey steps in accounting for a business combination (or other transactions that do not meet the definition of a business combination)  \n\n\n\nChallenging areas of M&A accounting include restructuring\, common control transactions\, contingent consideration\, and carve-outs \n\n\n\nInsights related to valuation considerations surrounding M&A  \n\n\n\n\nSpeakers: \n\n\n\n\nStella Bazilevs\, CPA\, Managing Director\, Accounting Advisory\n\n\n\nJoseph Bakutes\, CPA\, Managing Director\, Accounting Advisory\n\n\n\nEleonora Tinoco\, Managing Director\, Accounting Advisory\n\n\n\n\nSecure your spot by registering here: Registration Link \n\n\n\n* Attendees are eligible for 1 CPE credit. \n\n\n\nCPE Credit \n\n\n\nDLA\, LLC is approved by the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. \n\n\n\nThis session is set at an Intermediate level\, with no prerequisites or advanced preparation required\, and attendees will earn 1 CPE credit for their participation\, making it a valuable opportunity for professional development while gaining actionable insights to guide strategic decisions. If you are unable to attend\, please note that CPE credit will not be awarded. In the event of a cancellation\, an email notification will be sent to all registered participants. For any queries about the course or its content\, please contact Danielle Dietrich\, Partner of Human Resources & Administration\, danielle.dietrich@dlallc.com or (973) 575-1565. \n\n\n\nAbout DLA\, LLC \n\n\n\nDLA\, LLC is a leading consultancy firm that provides a wide range of specialized services designed to optimize business operations and drive sustainable growth. The firm specializes in internal audit\, risk advisory\, IT advisory\, regulatory compliance\, and other critical areas\, delivering tailored solutions that help clients address their most pressing challenges. DLA’s experienced team is committed to providing innovative\, high-quality services that drive value for clients across various industries. Learn more: dlallc.com.
URL:https://www.freelivecpe.com/event/complexities-in-mergers-and-acquisitions-ma-accounting/
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:20250730T120000
DTEND;TZID=America/New_York:20250730T130000
DTSTAMP:20260608T170025
CREATED:20250713T145744Z
LAST-MODIFIED:20250713T145842Z
UID:10009492-1753876800-1753880400@www.freelivecpe.com
SUMMARY:Tax Horizons: Planning Ahead After the Reconciliation Bill
DESCRIPTION: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.  \n\n\n\nLearning Objectives: \n\n\n\n\nUnderstand the key changes implemented through the Reconciliation Bill \n\n\n\nDiscover how tax policy updates could impact you and/or your business\n\n\n\nLearn tax planning strategies for upcoming changes \n\n\n\n\nEach 60-minute session offers timely insights and practical strategies across key areas of tax reform\, including: \n\n\n\n\nJuly 16: Beyond the Bill: Tax insights for the 2025 reform\n\n\n\nJuly 30: Tax Credits & Incentives Unlocked: R&D and energy tax opportunities\n\n\n\nAugust 13: Your Financial Legacy: Key individual and estate tax shifts\n\n\n\nAugust 27: Business Tax in Motion: Corporate and PTE developments\n\n\n\nSeptember 10: New Global Playbook: International tax game changers\n\n\n\nSeptember 24: From Capitol to County: State & local tax in focus\n\n\n\n\nEarn up to 6 CPE credits while gaining clarity and confidence in your tax planning for 2025 and beyond. \n\n\n\n👉 Register now to secure your spot and empower your tax strategy \n\n\n\nCPE Accreditation\n\n\n\nDelivery 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 \n\n\n\nAttendees 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.  \n\n\n\nLearn more about Cherry Bekaert’s Tax Policy and Legislative Changes Services   \n\n\n\nQuestions? Contact Us
URL:https://www.freelivecpe.com/event/tax-horizons-planning-ahead-after-the-reconciliation-bill/2025-07-30/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T124500
DTEND;TZID=America/New_York:20250730T134500
DTSTAMP:20260608T170025
CREATED:20250713T135821Z
LAST-MODIFIED:20250713T135909Z
UID:10009477-1753879500-1753883100@www.freelivecpe.com
SUMMARY:Beyond the compliance checklist: Risk-driven cyber GRC
DESCRIPTION:Description: \n\n\n\nCompliance frameworks provide a valuable foundation\, but to truly optimize your organization’s risk management\, it’s essential to go beyond the standard checklist that doesn’t account for your organization’s unique risk exposure\, risk appetite\, or strategic goals. To drive sustainable growth\, you must develop a tailored governance\, risk\, and compliance (GRC) program. \n\n\n\nThis session will explore how to create a risk-driven GRC strategy that becomes a true growth catalyst. We’ll discuss the importance of deeply understanding your business\, market dynamics\, and strategy to build a GRC framework that not only addresses compliance but also aligns with your long-term goals. \n\n\n\nWe’ll also examine how security management tools can enhance both compliance and overall cyber risk management. As the cyber threat landscape continues to change\, cyber GRC must evolve to stay ahead of emerging risks and ensure organizational resilience. \n\n\n\nLearning Objectives\n\n\n\n\nIdentify their organization’s unique risk exposure and strategic goals to tailor a GRC program.\n\n\n\nDevelop a risk-driven GRC strategy that supports business growth.\n\n\n\nAnalyze how business strategy and market dynamics shape their GRC approach.\n\n\n\nDiscuss how security tools enhance compliance and cyber risk management.\n\n\n\n\nField of Study: Information Technology \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/beyond-the-compliance-checklist-risk-driven-cyber-grc/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T170025
CREATED:20250614T154919Z
LAST-MODIFIED:20250614T154925Z
UID:10009354-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Increased focus on IRC 501(r) compliance: What we’ve learned a year later
DESCRIPTION:The IRS continues to show an increased focus on hospital audits\, targeting Section 501(r) compliance. 501(c)(3) hospitals have regulations\, including compliance with Community Health Needs Assessments\, financial assistance\, billing and collections\, and more. We’ll discuss what we’ve learned over the past year and best practices to support hospital compliance. \n\n\n\nLearning objectives:\n\n\n\n\nIdentify the specific requirements for tax-exempt hospitals in Section 501(r).\n\n\n\nGain insight into what elements of the audits have been a central focus for the IRS.\n\n\n\nLearn best practices to support hospital compliance.\n\n\n\n\nPresenters:\n\n\n\n\nAmy Ciminello | Tax partner\, Plante Moran\n\n\n\nAlyssa Kent | Senior manager\, tax\, Plante Moran\n\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/increased-focus-on-irc-501r-compliance-what-weve-learned-a-year-later/
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:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T170025
CREATED:20250628T123657Z
LAST-MODIFIED:20250628T123704Z
UID:10009396-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Governmental Accounting Standards Board Updates
DESCRIPTION:Join us for our webcast\, Governmental Accounting Standards Board Updates. We’ll cover GASB Statement Numbers 101\, 102\, 103\, and 104 and their potential impacts on governmental entities’ financial statements and overall financial reporting. \n\n\n\nWe’ll cover the new statements and discuss how to prepare for adoption and provide a quick look at what projects the GASB is still working on in 2025.
URL:https://www.freelivecpe.com/event/governmental-accounting-standards-board-updates-2/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Governmental Accounting
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2023/11/Moss-Adams-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T170025
CREATED:20250629T140412Z
LAST-MODIFIED:20250629T140418Z
UID:10009408-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Advancing AI Maturity to Unlock Enterprise Value
DESCRIPTION:Most organizations are investing in artificial intelligence (AI)\, but many are not consistently realizing its full value. This webinar brings together artificial intelligence and industry experts to share the results and insights from our AI survey regarding ROI. They’ll share insights on what separates AI leaders from those still struggling to scale and practical takeaways to overcome common roadblocks to advance your AI maturity and generate consistent AI value. \n\n\n\n Learning Objectives: \n\n\n\n\nAssess your organization’s AI maturity against your industry peers \n\n\n\nIdentify the three most common obstacles influencing AI maturity \n\n\n\nDiscuss solutions and actionable next steps to help drive AI maturity and increase AI value across the enterprise\n\n\n\n\nCPE: 1 credit available for live attendance \n\n\n\n*CPE for qualifying live attendees only. You must answer 3 of the 4 poll questions and be in attendance for a minimum of 50 minutes during the live event. CPE will be e-mailed to qualifying attendees within 60 days of the live event. Field of Study: Specialized Knowledge. Program Level: Basic. Delivery Method: Group Internet-Based. Prerequisites/Advance Preparation: None. Elements of Engagement: Polling Questions. \n\n\n\nProtiviti is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding refund\, concerns\, and program cancellation policies\, please contact the CPE Administrator at cpeprograms@protiviti.com.
URL:https://www.freelivecpe.com/event/advancing-ai-maturity-to-unlock-enterprise-value/
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/protiviti-logo-png_seeklogo-475996.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T170025
CREATED:20250704T200312Z
LAST-MODIFIED:20250704T200341Z
UID:10009420-1753880400-1753884000@www.freelivecpe.com
SUMMARY:Mastering Financial Reporting: Essential Techniques for SMB Success
DESCRIPTION:Unlock the fundamentals of financial reporting with our in-depth webinar designed for small to midsize business (SMB) owners\, controllers\, directors of finance and operations\, and CFOs. This complimentary webinar will delve into balance sheet basics and common audit schedules\, including reconciliations\, rollforwards\, variance analyses\, and subledgers. Join Forvis Mazars for practical tips for a seamless month-end close to help enhance your financial operations and decision-making processes. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize what a seamless month-end close entails.\n\n\n\nDescribe what technology tools and integrations can assist with your month-end close.\n\n\n\nIdentify month-end deliverables to aid and provide insight into your decision-making process.\n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (pending approval)\n\n\n\nOne CPE credit (pending approval) in the Accounting field of study may be awarded upon verification of participant attendance during live broadcast.
URL:https://www.freelivecpe.com/event/mastering-financial-reporting-essential-techniques-for-smb-success/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Accounting
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:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T170025
CREATED:20250704T201209Z
LAST-MODIFIED:20250704T201215Z
UID:10009423-1753880400-1753884000@www.freelivecpe.com
SUMMARY:ASU 2023-09: New Income Tax Disclosure Requirements
DESCRIPTION:Navigating ASU 2023-09 disclosure changes under ASC 740 is complex. While most private entities have a year to comply with the additional disclosure requirements\, public business entities must implement the necessary changes for 2025. \n\n\n\nJoin us for our upcoming webcast\, ASU 2023-09: New Income Tax Disclosure Requirements. This session will cover the new ASC 740 income tax disclosure guidance and key considerations for business entities beginning after December 15\, 2024. \n\n\n\nKey topics include: \n\n\n\nKey takeaways from implementations to date \n\n\n\nKey provisions applicable to public business entities \n\n\n\nDisclosure requirements for non-public business entities
URL:https://www.freelivecpe.com/event/asu-2023-09-new-income-tax-disclosure-requirements/
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/Moss-Adams-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T130000
DTEND;TZID=America/New_York:20250730T140000
DTSTAMP:20260608T170025
CREATED:20250726T135257Z
LAST-MODIFIED:20250726T135304Z
UID:10009560-1753880400-1753884000@www.freelivecpe.com
SUMMARY:State & local tax issues impacting the financial services industry - July 2025
DESCRIPTION:Ongoing federal\, state and local legislative developments continue to reshape the regulatory landscape for the real estate and wealth & asset management industries. This webcast will address tax approaches organizations may wish to consider in light of these developments and will highlight the importance of using the latest technology to improve how organizations address controversy and enhance modeling capabilities. \n\n\n\nThe following topics will be discussed: \n\n\n\n\nTax considerations from P.L. 119-21 (known as “One Big\, Beautiful Bill”)\, including state pass-through entity taxes\n\n\n\nState legislative developments impacting the real estate and wealth & asset management industries\n\n\n\nAsset management developments\, including fee sourcing and filing requirements for direct lending\n\n\n\nCurrent transaction trends with state and local tax considerations\n\n\n\nAdvances in data analytics\, artificial intelligence and automation impacting the industry\n\n\n\n\nPanelists: \n\n\n\n\nSibel Aktas\, Partner\, State & Local Tax – Wealth & Asset Management\, Ernst & Young LLP\n\n\n\nAmy McLocklin\, Partner\, State & Local Tax – Real Estate\, Ernst & Young LLP\n\n\n\nKaela Munster\, Senior Manager\, State & Local Tax – Real Estate\, Ernst & Young LLP\n\n\n\nJenn Slinkard\, Senior Manager\, State & Local Tax – Wealth & Asset Management\, Ernst & Young LLP\n\n\n\n\nModerator: \n\n\n\n\nPatrick Doyle\, Principal\, State & Local Tax – Real Estate\, Ernst & Young LLP
URL:https://www.freelivecpe.com/event/state-local-tax-issues-impacting-the-financial-services-industry-july-2025/
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:20250730T130000
DTEND;TZID=America/New_York:20250730T143000
DTSTAMP:20260608T170025
CREATED:20250712T195730Z
LAST-MODIFIED:20250712T195737Z
UID:10009466-1753880400-1753885800@www.freelivecpe.com
SUMMARY:Future of Fintech: Digital Assets\, TPRM\, and BaaS
DESCRIPTION:Event details\n\n\n\nFintech and sponsor bank leaders are striving to remain competitive\, compliant\, and secure in an increasingly complex landscape. In our July 30 installment of the “Future of Fintech” series\, Crowe specialists will explore key risks and responses on three critical dimensions of today’s fintech ecosystem: digital assets\, the nuances of third-party risk management for bank-fintech arrangements\, and internal audit considerations in the context of banking as a service (BaaS) models. \n\n\n\nDuring this session\, we’ll explore:\n\n\n\n\nDigital assets (30 mins): Explore key use cases for digital assets and assess associated operational\, legal\, and technological risks to better inform strategic and risk management decisions.\n\n\n\nBank-fintech arrangements (30 mins): Gain practical insights from one of the architects of the guidance on evaluating and managing risk throughout the third-party life cycle\, including governance frameworks\, due diligence\, monitoring protocols\, offboarding\, and business continuity planning.\n\n\n\nInternal audit (20 mins): Learn how internal audit functions must adapt to address the unique risks and complexities in the BaaS ecosystem.\n\n\n\n\nLearning objectives\n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDifferentiate between custody models and types of stablecoins\, and evaluate their applications in financial operations\n\n\n\nIdentify and assess operational\, legal\, and cybersecurity risks associated with digital assets\n\n\n\nDefine key aspects of bank-fintech arrangements that impact third-party risk management strategies\n\n\n\nEvaluate risk factors across the third-party life cycle\, including governance\, due diligence\, and monitoring\n\n\n\nInterpret internal audit roles and best practices in auditing BaaS ecosystems\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Basic \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Specialized knowledge \n\n\n\nThis session is recommended for 1.5 hours of CPE credit. \n\n\n\nNote: 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. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/future-of-fintech-digital-assets-tprm-and-baas/
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/2019/10/34368018_2030207360386406_347050193788600320_n-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T140000
DTEND;TZID=America/New_York:20250730T150000
DTSTAMP:20260608T170025
CREATED:20250329T213516Z
LAST-MODIFIED:20250419T214708Z
UID:10009023-1753884000-1753887600@www.freelivecpe.com
SUMMARY:ESG Reporting & Assurance Standards Webinar
DESCRIPTION:Event Overview\n\n\n\nThis webinar is intended as an update to ESG regulations both on the Federal and State level both in the United States\, and European Union inclusive of CSRD and CBAM requirements that are now impacting US-based manufacturers. \n\n\n\nThis webinar will highlight how you can prepare and maintain a comprehensive ESG strategy in response to evolving global reporting and assurance standards:   \n\n\n\n\nGlobal sustainability reporting standards update.\n\n\n\nUpdate on global sustainability assurance standards.\n\n\n\nUnderstand how organizations can prepare for these evolving requirements.\n\n\n\n\nRecommended CPE Credit: 1 \n\n\n\nRecommended Field of Study: Business Management & Organization \n\n\n\nPrerequisites: None \n\n\n\nProgram Knowledge Level: Basic \n\n\n\nAdvanced Preparation: None \n\n\n\n*To receive CPE credit attendees must attend the session via a computer or mobile device\, dial in attendees will not qualify. All three (3) attendance verification polling questions must be answered\, the survey at the close of the session must be completed\, and your time in the session must be a minimum of 50 minutes in order to receive 1.0 CPE credits.
URL:https://www.freelivecpe.com/event/esg-reporting-assurance-standards-webinar/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2022/01/UHY-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250730T140000
DTEND;TZID=America/New_York:20250730T150000
DTSTAMP:20260608T170025
CREATED:20250713T140135Z
LAST-MODIFIED:20250713T140142Z
UID:10009478-1753884000-1753887600@www.freelivecpe.com
SUMMARY:Building resilience with IAM
DESCRIPTION:Description: \n\n\n\nIn today’s digital landscape\, organizations face increasing pressure to manage who has access to what information\, when\, and why. With the rise of AI\, this task has become even more complex\, as AI systems generate and process data in ways that are harder to track\, making it difficult to control where sensitive information is going and who has access to it. Strong identity and access management (IAM) ensures that only the right individuals have access to the right resources at the right time\, minimizing the risk of security breaches\, data leaks\, and unauthorized access. \n\n\n\nBut IAM’s role doesn’t stop at securing access. When integrated with GRC frameworks\, IAM helps organizations build resilience by enabling proactive risk management and ensuring compliance with regulatory standards. \n\n\n\nThis session will explore how IAM strengthens resilience by providing secure access to organizational systems while reducing risk and ensuring compliance. We’ll discuss how IAM systems help manage access in dynamic environments\, adapt to evolving threats\, and ensure that access to sensitive data is always controlled. \n\n\n\nLearning Objectives\n\n\n\n\nDescribe the role of IAM in securing access to sensitive information in today’s dynamic digital and AI-driven environments.\n\n\n\nExplore how IAM integrates with GRC frameworks to support proactive risk management.\n\n\n\nApply best practices for managing access rights to reduce the risk of data breaches\, leaks\, and unauthorized access.\n\n\n\nDiscuss how IAM systems enhance organizational resilience by adapting to evolving threats and ensuring compliance with regulatory standards.\n\n\n\n\nField of Study: Information Technology \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/building-resilience-with-iam/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T110000
DTEND;TZID=America/New_York:20250731T120000
DTSTAMP:20260608T170025
CREATED:20250704T200535Z
LAST-MODIFIED:20250704T200545Z
UID:10009421-1753959600-1753963200@www.freelivecpe.com
SUMMARY:Navigating EHR Migration & Post-Go-Live Optimization
DESCRIPTION:Many electronic health record (EHR) system vendors have announced they will end support for legacy systems and transition to newer versions. Without a well-developed plan\, implementing and optimizing upgraded EHR and patient accounting systems can result in significant financial and operational costs\, patient care impacts\, and risk to the organization. Join our professionals with extensive Oracle system\, revenue cycle\, and operational experience as they share strategies and tactics for a successful conversion\, including optimizing the system post-go-live and overcoming issues. \n\n\n\nLearning Objectives\n\n\n\nUpon completion of this program\, participants will be able to: \n\n\n\n\nRecognize industry challenges of EHR system conversions and post-implementation monitoring.\n\n\n\nEmploy specific tactics and strategies while converting to newer versions of your EHR.\n\n\n\nDescribe system conversion preparation\, go-live and post-go-live project management\, and operational best practices. \n\n\n\n\nCPE Information\n\n\n\n1.00 CPE Credit (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.
URL:https://www.freelivecpe.com/event/navigating-ehr-migration-post-go-live-optimization/
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:20250731T110000
DTEND;TZID=America/New_York:20250731T123000
DTSTAMP:20260608T170025
CREATED:20250704T194002Z
LAST-MODIFIED:20250704T194645Z
UID:10009416-1753959600-1753965000@www.freelivecpe.com
SUMMARY:KPMG Quarterly Tax Webcast for RICs - Summer 2025
DESCRIPTION:Webcast overview\n\n\n\nPlease join us for the summer edition of the KPMG Quarterly Tax Webcast for RICs on Thursday\, July 31\, 2025\, from 11:00 a.m. to 12:30 p.m. ET to hear more about: \n\n\n\n\nOne Big Beautiful Bill Update\n\n\n\nDemystifying the MAP process for Tax Treaty Rejections\n\n\n\nEU reclaim trends: RIC and CIT developments\n\n\n\nDerivatives Based ETF Products\n\n\n\n\nif you have any questions\, please contact Tess Levin \n\n\n\nContinuing education\n\n\n\n \n\n\n\nThere 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. \n\n\n\nAfter registering for this event\, you will receive webcast log‑in instructions (or dial in for audio‑only participation). \n\n\n\nCPE credit is not available for viewing webcast replay.
URL:https://www.freelivecpe.com/event/kpmg-quarterly-tax-webcast-for-rics-summer-2025/
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/KPMG-CPE-webinars-2-e1700864700970.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T113000
DTEND;TZID=America/New_York:20250731T123000
DTSTAMP:20260608T170025
CREATED:20250713T140348Z
LAST-MODIFIED:20250713T140354Z
UID:10009479-1753961400-1753965000@www.freelivecpe.com
SUMMARY:Connected risk: The AI-driven convergence of audit\, risk and compliance
DESCRIPTION:Description: \n\n\n\nThe roles of audit\, risk\, compliance\, and information security teams are rapidly evolving as organizations face a more complex and interconnected risk environment. No longer confined to siloed responsibilities\, these teams must now collaborate strategically and expand their expertise to address top priorities like third-party risk management (TPRM)\, AI and cybersecurity\, while also navigating regulatory compliance in an increasingly demanding landscape. \n\n\n\nThis session will explore best practices for fostering effective collaboration across these critical functions to mitigate emerging risks\, as well as take advantage of opportunities. We’ll discuss how leaders in these areas can adapt to new board directives\, regulatory expectations\, and evolving threats\, and develop\, retain\, and recruit the right talent to build an agile GRC team. By aligning their efforts\, these teams can take a more proactive\, strategic approach to risk management that not only mitigates potential issues but also strengthens organizational resilience and drives better business outcomes. \n\n\n\nLearning Objectives\n\n\n\n\nIdentify the evolving roles and responsibilities of audit\, risk\, compliance\, and information security teams in today’s complex risk landscape.\n\n\n\nDiscuss the importance of breaking down silos to enhance collaboration across GRC functions.\n\n\n\nDevelop actionable strategies for building an agile\, future-proof GRC framework that adapts to a dynamic regulatory landscape while supporting business growth.\n\n\n\n\nField of Study: Business Management & Organization \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/connected-risk-the-ai-driven-convergence-of-audit-risk-and-compliance/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
ATTACH;FMTTYPE=image/png:https://www.freelivecpe.com/wp-content/uploads/2024/01/AuditBoard-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T120000
DTEND;TZID=America/New_York:20250731T130000
DTSTAMP:20260608T170025
CREATED:20250531T182114Z
LAST-MODIFIED:20250614T164122Z
UID:10009359-1753963200-1753966800@www.freelivecpe.com
SUMMARY:Strategic Financing Services 2025 Speaker Series
DESCRIPTION:Overview\n\n\n\nJoin 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. \n\n\n\nReview the registration site to explore each session and speaker details. You can register for individual sessions and add them to your calendar. \n\n\n\nWho Should Attend\n\n\n\nThis 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.
URL:https://www.freelivecpe.com/event/strategic-financiing-services/2025-07-31/
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/2023/09/Cherry-Bekaert-CPE-webinars.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T120000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T170025
CREATED:20250726T132838Z
LAST-MODIFIED:20250726T132843Z
UID:10009553-1753963200-1753970400@www.freelivecpe.com
SUMMARY:Midyear Tax Planning Insights for Consumer Markets
DESCRIPTION:Event details\n\n\n\nConsumer markets companies continue to face a dynamic tax environment driven by federal and state legislative updates\, evolving regulatory priorities\, and economic uncertainty. As we pass the midyear mark\, now is the time to reassess your tax position and prepare for upcoming opportunities and challenges. \n\n\n\nIn this live webinar\, Crowe tax professionals will provide timely federal and state and local tax (SALT) updates that affect consumer markets businesses. They will also explore key tax planning strategies and optimization opportunities that can help decision-makers balance compliance and cost efficiency while preparing for potential changes in tax policy following the new tax and budget law. \n\n\n\nThis session is tailored for tax directors\, executives\, and financial leaders within consumer-facing industries who navigate complex tax rules and seek insights that can inform their next steps. \n\n\n\nLearning objectives\n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDiscuss recent federal and state and local tax regulatory updates impacting the consumer markets industry\n\n\n\nIdentify optimization strategies for federal tax and SALT planning\n\n\n\nAnalyze the potential implications and opportunities of the new tax and budget law\, commonly known as the One Big Beautiful Bill\n\n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/midyear-tax-planning-insights-for-consumer-markets/
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:20250731T124500
DTEND;TZID=America/New_York:20250731T134500
DTSTAMP:20260608T170025
CREATED:20250713T140608Z
LAST-MODIFIED:20250713T140614Z
UID:10009480-1753965900-1753969500@www.freelivecpe.com
SUMMARY:Keep first (line) things first: Fostering operational excellence
DESCRIPTION:Description: \n\n\n\nOperational risk management should be a critical early warning system\, enabling boards and senior executives to take proactive action. Yet\, many enterprise risk management programs fall short of their promise to manage risks enterprise-wide. How can risk leaders ensure the first line of defense is engaged\, empowered\, and impactful? \n\n\n\nIn this session\, we’ll explore strategies to strengthen collaboration across the three lines\, leveraging insights from PRMIA and AuditBoard research. Panelists will explore how to create a culture where risk assessments\, key risk indicators (KRIs)\, and other metrics drive meaningful action. We’ll discuss best practices to effectively report back to risk owners in the business\, foster engagement\, and enhance operational risk management to deliver real value. Whether you’re refining your approach or building from the ground up\, this session will provide practical takeaways to elevate your operational risk program. \n\n\n\nLearning Objectives\n\n\n\n\nDiscuss how operational risk management can act as an early warning system to help organizations take action.\n\n\n\nApply strategies to cultivate a collaborative and proactive risk culture that strengthens operational risk management and business resilience.\n\n\n\nEffectively report to risk owners to ensure transparency\, accountability\, and actionability.\n\n\n\n\nField of Study: Business Management & Organization \n\n\n\nCourse Level: Basic \n\n\n\nPrerequisites: N/A \n\n\n\nAdvanced Preparation: N/A \n\n\n\nCPE Credits: 1
URL:https://www.freelivecpe.com/event/keep-first-line-things-first-fostering-operational-excellence/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Business Management and Organization
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T170025
CREATED:20250628T130645Z
LAST-MODIFIED:20250628T130653Z
UID:10009406-1753966800-1753970400@www.freelivecpe.com
SUMMARY:Midyear tax and HR compliance update
DESCRIPTION:Join Amy Miller\, ADP’s Senior Director of Government Affairs\, and Ron Ulrich\, ADP Retirement Services Executive\, as they discuss current trends in tax\, retirement\, and HR compliance\, with a particular emphasis on the One Big Beautiful Bill Act (the “Bill”). As we reach the midpoint of the year\, it is essential for accountants to understand how recent changes may affect their clients and what future potential policy changes to look out for. \n\n\n\nIn this session\, you will learn how to: \n\n\n\n\nIdentify the latest updates in tax and HR compliance.\n\n\n\nUnderstand key proposed corporate tax credit provisions outlined in the Bill.\n\n\n\nRecognize updates regarding state-mandated retirement plans.\n\n\n\nInterpret the latest guidance on SECURE 2.0 and learn how to assist your clients in taking advantage of available tax credits.\n\n\n\n\nDelivery Method: Group InternetCourse Level: BasicField of Study: TaxesPrerequisites: None \n\n\n\nThis course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).
URL:https://www.freelivecpe.com/event/midyear-tax-and-hr-compliance-update/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T170025
CREATED:20250712T195912Z
LAST-MODIFIED:20250726T133024Z
UID:10009467-1753966800-1753970400@www.freelivecpe.com
SUMMARY:Making Sense of AI: A Business-First Approach
DESCRIPTION:Event details\n\n\n\nAI is on every agenda\, but meaningful progress requires more than experimentation. This webinar kicks off a three-part series focused on helping organizations evaluate\, adopt\, and implement AI with clarity and confidence. \n\n\n\nIn this first session\, we’ll ground your AI journey in business reality with a practical\, actionable approach to understanding where AI fits within your organization and how to move forward strategically. We’ll show you how to break down business roles into AI-relevant tasks\, explore key capabilities\, and evaluate use cases using a simple\, structured framework. Attendees will leave with a clear sense of how to start or sharpen their AI strategy and avoid common missteps that waste time and resources. \n\n\n\nIf you’re looking to sharpen your AI strategy\, skip the hype\, and focus on doing AI right\, this session is for you. \n\n\n\nIn upcoming sessions\, we’ll build on this foundation by exploring real-world use cases emerging on the NetSuite platform and showing you how to apply what you’ve learned to enterprise systems and employee workflows. By the end of the series\, you can be equipped to align AI initiatives with both high-level strategy and on-the-ground needs. \n\n\n\nWhy attend? \n\n\n\nMany organizations are testing AI\, but few are gaining repeatable\, scalable value from it. This session is about getting practical and equipping you with the tools to be successful\, including starting from business needs\, understanding employee roles\, and setting smart priorities. You’ll learn where and how AI makes sense in the context of your business and roles\, how to assess what’s worth investing in\, and how to shift from scattered pilots to coordinated programs. \n\n\n\nLearning objectives \n\n\n\nAfter attending this session\, you should be able to: \n\n\n\n\nDistinguish the different forms of AI and their primary applications\n\n\n\nBreak down business roles into actionable\, AI-compatible tasks\n\n\n\nExplain the five core capabilities of business AI and where they apply\n\n\n\nEvaluate AI use cases using a four-pillar framework: complexity\, feasibility\, business impact\, and data readiness\n\n\n\nIdentify and mitigate common pitfalls associated with generative AI in business settings\n\n\n\nAlign AI initiatives with both executive strategy and front-line needs\n\n\n\n\nContinuing professional education\n\n\n\nPrerequisites: None \n\n\n\nProgram level: Basic \n\n\n\nAdvance preparation: None \n\n\n\nDelivery method: Webinar (group internet based) \n\n\n\nField of study: Information technology \n\n\n\nThis session is eligible for 1.0 hour of CPE credit. \n\n\n\nNote: 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. \n\n\n\nThere is no registration fee for participating in this webinar; therefore\, there is no cancellation fee. \n\n\n\nAdditional CPE information
URL:https://www.freelivecpe.com/event/making-sense-of-ai-a-business-first-approach/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Information Technology
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250731T130000
DTEND;TZID=America/New_York:20250731T140000
DTSTAMP:20260608T170025
CREATED:20250726T004623Z
LAST-MODIFIED:20250726T004629Z
UID:10009549-1753966800-1753970400@www.freelivecpe.com
SUMMARY:Navigate Tax Planning for Health Care: Prepare for OBBBA
DESCRIPTION:Join us for the first installment of our series\, Vitals and Vision: Health Care Strategy in the OBBBA Era\, with a focus on the tax implications impacting both not-for-profit and for-profit health care organizations.   \n\n\n\nWe’ll cover: \n\n\n\nCompliance and reporting deadlines\, along with phaseout timelines for temporary tax provisions through 2028 \n\n\n\nStrategies to take advantage of new or expanded tax incentives under OBBBA\, including expensing and capital investment provisions \n\n\n\nCommon tax issues and regulatory updates affecting not-for-profit and for-profit health care organizations \n\n\n\nPermanent TCJA extensions and what they mean for corporate and passthrough entities in health care
URL:https://www.freelivecpe.com/event/navigate-tax-planning-for-health-care-prepare-for-obbba/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Taxes
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