2026 Florida Public Sector & Nonprofit Summit
2026-06-03 09:00 - 11:00, 2026-06-03 11:15 - 13:15, 2026-06-04 09:00 - 11:00, 2026-06-04 11:15 - 13:15, 2026-06-05 09:00 - 11:15, 2026-06-05 11:15 - 13:15 (America/New_York) | Free Live CPE Webinars, New York, NY, 10001, United States
2026 Florida Public Sector & Nonprofit Summit: Day 1

Engage with peers and professionals from Forvis Mazars on the first day of this informative virtual summit as we share insights to help Florida public sector organizations move forward with confidence as we cover trending industry topics, including GASB standards, enhancing financial reporting, and more.

Learning ObjectivesUpon completion of this program, participants will be able to:

Recall and understand recent GASB changes and pronouncements, and identify and evaluate their practical financial reporting and disclosure impacts.Recognize strategies to help improve efficiency, strengthen cybersecurity, and enhance financial resilience in local government finance operations while leveraging data, automation, and AI tools to support smarter decision making, compliance, and sustainable service delivery.State how operational assessments can help uncover inefficiencies, risks, and opportunities for improvement in government operations.Discuss GASB 103 pronouncement implementation, along with reporting changes and updates with modeling.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Accounting (Governmental) and Specialized Knowledge fields of study may be awarded upon verification of participant attendance, during live broadcast.External Audience: Government finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

2026 Florida Public Sector & Nonprofit Summit: Day 2

Join us for the second day of this engaging virtual summit as we focus on the external forces and emerging risks shaping decision making for nonprofit and public sector organizations. Sessions will include an economic update, automation and artificial intelligence (AI) trends, today’s changing cybersecurity and IT security environment, and insights on forensics and fraud. Today’s sessions will offer practical insights for both nonprofit and public sector professionals.

Learning ObjectivesUpon completion of this program, participants will be able to:

Identify areas that may be overlooked in NIST assessments.Explain the concept of hyperautomation and its practical applications.Review current economic and market conditions and discuss the 2026 outlook.Summarize recent fraud trends in the public sector and discuss strategies to help mitigate fraud risk.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Information Technology, Economics, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance, during live broadcast.External Audience: Government and nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

2026 Florida Public Sector & Nonprofit Summit: Day 3

Join us for the third day of this dynamic, informative virtual summit tailored for nonprofit organizations across Florida. This session aims to help empower nonprofit professionals with the knowledge and tools they need to succeed in a shifting landscape. Gain valuable insights into the latest updates, strategies, and best practices to help enhance your organization’s operations, compliance, and fundraising efforts.

Learning ObjectivesUpon completion of this program, participants will be able to:

Recognize relevant FASB updates.Identify common errors in tax and compliance to help avoid them in the future.Describe how to utilize the budgeting process as a strategic tool.CPE InformationCPE Credit: Four CPE credits (pending approval) in the Auditing, Taxes, Business Management and Organization, and Specialized Knowledge fields of study may be awarded upon verification of participant attendance, during live broadcast.External Audience: Nonprofit finance professionals in Florida.Program Level: OverviewDelivery Method: Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.Advance Preparation: NonePrerequisites: NoneRefund Policy: There is no fee associated with this event.Contact Information: If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Each day has two sessions, a morning and an afternoon session, each worth two hours of CPE. You must attend the full session to earn the two hours. No partial credit will be given for any session.

CPE Credits (12 for total event; 4 each day)12.00 CPE Credit(s) (pending approval)study may be awarded upon verification of participant attendance during live broadcast.

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

EY 2026 Registered Funds Seminar
2026-06-03 11:00 - 13:00
Regulatory pressures, rapid digital innovation, and shifting investor expectations are accelerating change across the registered funds industry. The sector is entering a pivotal period in which strategic decisions will define long-term competitiveness. When change reshapes the market, how will you lead the way?

This virtual program brings together leading registered funds executives and industry experts to engage in in-depth conversations about the most significant trends, challenges, and emerging solutions. Professional-led panels will provide timely insights to help firms navigate regulatory changes, modernize operations, and position themselves for sustained growth.

Join us June 2 and 3 for the EY 2026 Registered Funds Seminar, a high-value virtual event designed to equip leaders with the clarity, perspective, and practical strategies needed to stay ahead of change. This event brings together top registered funds executives and industry leaders to share insights on emerging trends, critical challenges, and practical solutions shaping the future of the sector.

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

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

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

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

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

Preparing healthcare for the post quantum era
2026-06-03 12:00 - 13:00
Webcast overview

Join KPMG, IBM, Highmark, and Cleveland Clinic for a one-hour discussion as they will explore how healthcare organizations can think pragmatically about quantum driven cryptographic change — separating near term actions from longer term planning, and grounding the conversation in real healthcare environments.

Learning Objectives:

Discussion topics will include:

How post quantum cryptography (PQC) is becoming a healthcare relevant issue as standards mature

Why healthcare data lifecycles (PHI, genomics, research data) change the quantum risk equation

Practical considerations for inventory, prioritization, and roadmap development

The evolving regulatory and ecosystem landscape for healthcare providers and payers

How leading organizations are starting to plan — without over rotating on hype or timelines

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Attendance is intended for healthcare CISOs, security leaders, and technology risk executives.Field(s) of Study: Management Services (Advisory Services) – 44

The 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

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code LVNGYFLDYLY.CPE 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.

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

2026 Not-for-profit governance and fiscal workshop
2026-06-03 12:00 - 15:00, 2026-06-04 12:00 - 15:00
Over the course of two days, gain invaluable insights from Baker Tilly’s not-for-profit (NFP) specialists and a distinguished panel. This workshop will cover essential governance and technical matters crucial for NFP organizations. Don’t miss out on this opportunity to stay ahead and ensure your organization thrives!

On day one, we will focus on governance, risk and operational resilience in today’s complex not-for-profit environment. Sessions will explore foundational risk management, operational and talent challenges and strategies to strengthen efficiency and long-term sustainability. The day will wrap up with an overview of cyber-enabled fraud, highlighting current threats and practical steps leadership can take to protect organizational assets and trust.

On day two, we will turn to innovation, funding strategies and executive oversight. Sessions will cover practical approaches to adopting generative AI, opportunities to support capital investment and growth, and a discussion of how governance plays a critical role in tax compliance and reputational risk.

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

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

Modernizing ERP: From Ground to Cloud With Sage Intacct
2026-06-03 13:00 - 14:00
Legacy enterprise resource planning (ERP) systems often become barriers to efficiency, visibility, and growth as organizations evolve. Join us to explore how moving to a cloud-based ERP can help finance and operations teams gain real-time insights, streamline processes, and scale with confidence.

In this session, we’ll examine the key challenges of traditional, on‑premise ERP systems and what it takes to modernize successfully. You’ll learn how Sage Intacct can help today’s finance leaders through automation, robust reporting, and flexible architecture, culminating in a live demonstration that brings modern ERP capabilities to life.

Whether you’re considering replacing an outdated system or planning for future growth, this webinar can help you understand what modern ERP looks like in practice and how Sage Intacct can support your journey to the cloud.

Learning Objectives:

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

Discuss the key limitations of legacy ERP systems and understand the business drivers behind modernizing to a cloud-based platform.

Recognize how Sage Intacct can support modern finance operations, including automation, reporting, scalability, and financial visibility.

Identify core workflows and outcomes using Sage Intacct.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

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

National Banking Symposium on Workforce Transformation
2026-06-03 13:00 - 14:00
Webcast overview

Join KPMG for a special edition of the National Banking Symposium on Workforce Transformation. This session will dive deep into how cutting-edge technology are serving as a catalyst for large-scale workforce evolution – reshaping roles, augmenting capabilities, and creating new strategic imperatives for banking leaders.On the agenda:

Setting the stage: Understanding the current landscape, key drivers, and urgent need for workforce transformation in the banking sector.

The AI catalyst: How AI is fundamentally changing the nature of work and leading to massive, large-scale organizational transformation.

Technology in action: An exclusive demo of KPMG Mystro, showcasing practical, tech-enabled applications for the future of work.

Navigating the talent ecosystem: Strategic insights into modernizing the talent lifecycle, including innovative approaches to recruiting, building resilient pipelines, and rethinking performance management.

Strategic next steps: Actionable takeaways and crucial questions you should b thinking about – and acting on – today to prepare for tomorrow.

Learning Objectives:

Upon completing this course, participants will have a general understanding of how cutting edge technology is enabling workforce transformation in banking.

Program Specifications

Estimated CPE credit: This program is worth approximately 1 CPE credit.NASBA Delivery Method: Group Internet-BasedTarget Audience: Banking & Capital Markets executivesField(s) of Study: Finance – 43

The 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

Policies & Questions

Refund/cancellation policy: This program is offered free of charge. As such refunds are not applicable.Questions: If you have questions about this event, please e-mail KPMG Events & Meetings and reference event code DCNM7SHJ9RM.CPE 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.

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

Smarter Benefits, Smarter Outcomes: Addressing Enrollment, Cost, and Complexity
2026-06-03 13:00 - 14:00
CPE credit: 1 hour for CPAs

Pending approval for 1 SHRM, HRCI & NASBA credit hour

Benefits teams are being squeezed from every direction. Costs keep climbing. Employees expect choice, personalization, and consumer-grade experiences. Leadership expects better engagement, cleaner compliance, and proof the investment is paying off. For many benefits leaders, the real challenge isn’t adding more—it’s fixing what’s not working.

In this candid panel discussion, leaders from across the benefits ecosystem will cut through hype to talk about what actually improves enrollment outcomes, controls costs, and reduces complexity. We’ll explore where personalization pays off (and where it doesn’t), how to support every employee life stage, and why strong data and integration foundations are now non‑negotiable.

You’ll walk away able to:

Pinpoint where personalization improves enrollment quality and cost efficiency

Reduce benefits complexity while better supporting diverse life stages

Strengthen your technology foundation to minimize risk and admin burden

Upgrade enrollment strategies to drive smarter employee decisions

Make sharper trade‑offs between experience, compliance, and optimization

Join us today!

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

How GRC leaders achieve connected risk: A real-world maturity journey
2026-06-03 14:00 - 15:00
Description:

Connected risk sounds great in theory, but what does it look like in practice when a real organization tries to break down silos across audit, risk, compliance, and infosec?

In this session, Optro will introduce the connected risk maturity model and bring in a customer to share their real journey: where they started, what they prioritized first, what changed as they expanded adoption, and what measurable outcomes they’ve seen. You’ll leave with a practical blueprint for assessing your current state, avoiding common pitfalls (like starting too high-level too soon), and defining the next-step roadmap that moves your program from reactive to strategic, data-driven, and collaborative.

Learning objectives:

Identify the key inflection points in a real connected risk journey: what to focus on first and what typically comes later as maturity increases

Translate the connected risk maturity model into a practical roadmap (people/process/data) for their own organization, including ownership and governance requirements

Apply proven “what worked/what didn’t” lessons from a customer case study to accelerate cross-functional alignment and reduce friction during adoption

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

Field of study: Management Services

Instructional delivery method: Group Internet Based

Level: Basic

Prerequisite: None

Advanced preparation: None

*Click here for more CPE information.

From Compliance to Advisory: Rethinking How Tax Work Gets Done
2026-06-03 14:00 - 15:00
Tax season may be over, but the opportunity to transform your firm is just beginning. Join us for a timely conversation on how leading firms are rethinking the way work gets done and where greater value can be delivered.

Moderated by Brandon Allfrey, this interactive session explores the keys to tax transformation and brings them into real-world focus. You’ll hear directly from CCK Strategies as they reflect on their recent tax season and share how they used AI tax research to enhance decision-making, improve efficiency, and unlock more strategic client conversations.

Walk away with a clear, practical view of what “different ways of working” look like in action – and how you can start making the shift from compliance to advisory immediately after tax season.

Learning Objectives:

Apply insights from real-world firm experiences to initiate more effective advisory conversations with clients

Analyze the key differences between compliance-focused and advisory-focused tax service models

Evaluate how AI-enabled tools can support advisory workflows and enhance client value

BEAD Compliance Essentials: Equipment, Property, & Reporting
2026-06-03 15:00 - 16:00
Effective management and reporting of equipment and real property acquired with federal funding is often an overlooked requirement for telecommunications (telecom) providers. This webinar will provide an overview of equipment and real property management requirements applicable to federally funded broadband programs, including inventory controls, use and disposition rules, and asset tracking throughout the asset’s life cycle. Participants will also gain practical insight into frequency, type, and internal controls around Broadband Equity, Access, and Deployment (BEAD) reporting requirements to help avoid inaccurate, late, or missed report filings.

Learning Objectives

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

Discuss federal requirements for managing equipment and real property purchased with grant funds.

Identify required inventory, tracking, and record-keeping standards for capital assets.

Apply best practices to reporting requirements.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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

Private equity & private capital quarterly tax update – Q2 2026
2026-06-04 11:00 - 12:15
Join the EY Private Equity & Private Capital webcast for a Q2 2026 update. Subject-matter resources will provide a US legislative update and an analysis of global economic trends impacting the private fund industry and private equity (PE)-backed firms. The session will also explore global political developments, the current economic landscape, and emerging marketplace and transaction trends.

Topics will include:

Global “radar screen”

Tax legislative outlook

PE global macro trends

Global tax developments

PE fund professional considerations

Transaction and restructuring update

CPE Information (for live events only)

Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

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

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

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

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

Public Pension Plan 2026
2026-06-04 12:00 - 14:00, 2026-06-04 14:00 - 16:00
Event Overview

This webinar delivers an overview of key issues impacting state and local government public pension plans. Through four focused sessions, participants will receive updates on government accounting standards, explore fraud and cybersecurity risks, and learn practical strategies to strengthen internal controls and governance. The program concludes with a peer-led roundtable discussion, offering real-world insights and best practices to help attendees navigate today’s evolving public pension landscape.

Learning Objectives

Examine current and upcoming government accounting standards relevant to state and local public pension plans, including standards affecting near-term and future financial reporting.

Identify key operational and compliance risks facing public pension plans, including fraud and cybersecurity threats, and evaluate strategies to mitigate those risks.

Implement and strengthen internal controls and organizational practices to reduce exposure to fraud, improve cybersecurity preparedness, and enhance overall plan governance.

Recognize emerging trends and challenges within the public pension plan landscape by learning from peer experiences and industry best practices.

Apply practical insights from subject matter experts and peer discussions to support informed decision-making and continuous improvement within public pension plan operations.

Presenters

Janeen Hathcock, CPA, Partner

Janeen has more than 11 years of public accounting experience and more than 15 years of experience in the accounting profession. Janeen completed her fellowship with the GASB on December 31, 2021, where she spent two years working on various financial reporting projects and learning the standard setting process. She has also worked on multiple sides of the audit and conducts audits in accordance with GAGAS (Yellow Book) and Uniform Guidance. She helps conduct audits for a variety of government entities, such as counties, cities, and towns, and she performs both internal and external trainings on a variety of accounting and audit topics.

Doug Cash, CFE, CFI, CFCI, CECFE, Senior Manager

Doug has more than 25 years of experience assisting government agencies with prevention, detection, and prosecution of fraud-related matters, such as internal control consulting, financial exploitation investigations, specialty interviewing, expert witness testimony, internal investigations, and employee theft/embezzlement incidents.

Rob Else, CISSP, Director/Cybersecurity Practice Leader

Rob is a cybersecurity consultant dedicated to helping businesses strengthen their defenses with practical, risk-focused solutions. With nearly 25 years of experience in IT and cybersecurity, Rob bridges the technical with the strategic, making cybersecurity both accessible and actionable. His approach is centered on understanding each client’s unique challenges and crafting tailored solutions that not only protect their assets but also strengthen resilience against emerging threats. Rob’s mission is to empower businesses with the confidence to manage their security posture, equipped with the right tools and knowledge to sustain a secure environment.

Brad A. Berls, CPA, Partner/Idaho Market Leader

Brad joined Eide Bailly in 2006 and has experience providing the full range of public accounting services to a wide variety of clients, including those in the manufacturing and nonprofit industries, as well as governmental entities. He also has experience servicing employee benefit plans for business clients and regularly conducts audits and financial reviews.

Paul Skeen, CPA, Partner/Board of Directors/Utah Market Leader

Since 1999 he has gained experience in public accounting, which includes involvement in all aspects of financial and compliance audits, with emphasis in assurance services to dealerships, resorts, technology companies and governmental entities. He has extensive knowledge of governmental reporting rules, having worked with these entities throughout this career. He is a frequent presenter on technical issues related to governmental entities.

CPE Information:

CPE Credits: 2

Field of Study: Auditing Governmental

Level of Knowledge: Overview

Delivery Method: Group Internet Baseded

Additional Information

This 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.

CPE credit will not be available for watching the recording.

Eide Bailly Staff, please register in the Learning Center

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

Return to Eide Bailly Website HERE.

To view the Eide Bailly Disclaimer click HERE.RE.

The Resilient Finance Function: How to Build a Finance Operating Model That Survives 2026
2026-06-04 13:00 - 14:00
Finance teams are being asked to absorb constant new technology, talent constraints, rising governance expectations, and market disruption—while still accelerating decisions and improving accuracy. This session introduces a practical finance operating model framework that helps leaders build resilience across people, process, technology, and governance. We’ll show how advisory, outsourcing, and resource augmentation can work together to stabilize delivery, improve insight, and scale capabilities as priorities shift.

Learning Objectives

Identify the five macro buyer priorities shaping finance expectations in 2026 and how they connect to resilience.

Diagnose operating model gaps across people/process/tech/governance that slow decision-making and execution.

Apply a phased roadmap to improve finance performance without waiting for a full transformation program.

Illustrate common finance challenges to the right mix of advisory support, outsourced delivery, and interim talent.

Define measurable indicators of resilience (speed, accuracy, controls confidence, capacity elasticity).

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Cost: There is no fee to attend this session

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

FQ+CFGI: Close Faster & Smarter: Automate Leases and Accruals to Accelerate Your Financial Close
2026-06-04 13:00 - 14:00
Learning Objectives

Identify the financial statement risks of manual tracking: Understand how reliance on spreadsheets for complex areas like leases and accruals directly leads to operational failures, including overstated assets (e.g., forgotten prepaid amortizations), understated liabilities (e.g., missed accruals), and cutoff errors.

Master auditor expectations for ASC 842 compliance: Learn the best practices for lease audit readiness, including establishing strong internal controls, maintaining centralized documentation, and consistently applying discount rate policies.

Learn how to evaluate purpose-built subledgers and discover how AI can automate the entire lifecycle of contracts and invoices, from data ingestion and automated amortization schedules to system-generated journal entries and perfect rollforwards.

Navigating TEAM: Strategic Positioning for SNFs
2026-06-04 13:00 - 14:00
On January 1, 2026, CMS launched the Transforming Episode Accountability Model (TEAM), a mandatory bundled payment model for over 700 acute care hospitals across the country. TEAM places new financial accountability on hospitals for the cost and quality of care delivered across specific 30‑day episodes of care. As healthcare organizations adjust to these expectations, senior living and long-term care providers play an increasingly important role in supporting care coordination, outcomes, and efficiency over the episode of care. This webinar will explore how senior living and long-term care providers are supporting effective transitions of care by delivering the right level of care in the most appropriate setting. This session will also discuss the overall view of value-based care in the post-acute care environment.

Learning Objectives:

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

Describe TEAM’s episode structure and its impact on senior living and long-term care providers.

Identify the financial and quality drivers that can help senior living and long-term care providers be successful partners in TEAM.

Discuss key tracking metrics to help senior living and long-term care providers retain preferred status with referral partners.

CPE Information

1.00 CPE Credit(s) (pending approval)

1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

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

Small business tax frauds
2026-06-04 13:00 - 14:00
CPE credit: 1 hour for CPAs

When small businesses commit tax fraud they are usually trying to hide revenue and expense personal items as business expenses. In this course we will review the various ways small businesses commit tax fraud. We will discuss the red flags that could be indicative of tax fraud. Current cases from the news will be presented for discussion.

Learning objectives:

Identify the red flags for tax fraud

Identify common tax frauds committed by small businesses

Recognize the reasons people commit tax fraud

Describe red flags for tax fraud

Level:BasicInstructional method:Group internet-basedNASBA field of study:Accounting & auditingProgram prerequisites:NoneAdvance preparation:None

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

Important July 6 Filing Update for R&D Tax Credits: Insights and Practical Guidance Under the One Big Beautiful Bill
2026-06-04 13:00 - 14:00
A rare, time-sensitive, filing window to identify and secure cash refunds is approaching, and many small and medium sized businesses don’t realize what’s at stake. Under the One Big Beautiful Bill Act (OBBBA), qualifying businesses now have a final opportunity to amend 2022–2024 tax returns to immediately expense domestic R&D costs and make or fix a Section 280C election. However, this is only if amended returns are filed no later than July 6, 2026 (or the earlier expiration of the statute of limitations for each year). Miss the date, and this flexibility is gone for good.

This timely session is designed for Human Resource, Payroll, and Tax leaders alike – who play a critical role in data, documentation, and execution. We’ll break down what’s changed under the OBBA, why the July 6, 2026, deadline is non-negotiable, and how employers can act now to avoid costly expenses, missed credits, and compliance risk—while preparing payroll and tax teams for the new documentation rules taking effect in 2026.

Key focus areas for this webinar include:

What changed under the OBBA related to R&D and why it matters to employers

Understanding the July 6 amendment deadline & which returns may be impacted

How the Section 280C election affects R&D credit outcomes and amended filings

The role of HR and Payroll data in supporting R&D credit documentation

Preparing for upcoming R&D documentation and filing requirements taking effect in 2026

Time is ticking, don’t miss out!

This webinar is approved for 1 CPE credit.

Q2 2026 Quarterly accounting webcast
2026-06-04 13:00 - 14:30
This webcast will cover key accounting and financial reporting considerations as companies close out Q2 2026.

If you are not able to join our webcast on June 4, register for another session on June 10 or June 23.

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

Who should attend: Audit committee members, CFOs, controllers, finance directors, and others with a role in accounting and financial reporting.

CPE Credit: Participants will be eligible for 1.5 CPE credits in the field of accounting for attending one of the 90-minute sessions and answering 6 out of the 7 polling questions. Since the content for the June 4, June 10, and June 23 sessions will be the same, participants are only eligible to receive CPE for attending one session.

Plante Moran International Inbound Webinar Series
2026-06-09 10:00 - 11:00
Entering the U.S. market can be challenging, especially during periods of economic, regulatory, and geopolitical uncertainty. Join our specialists as they share practical strategies to help businesses plan effectively, establish operations smoothly, and navigate the U.S. business environment with confidence. During this webinar, attendees will hear from specialists across our state and local tax and international tax practices, our global mobility tax practice, and our commercial real estate advisors practice, offering a wide range of perspectives for international businesses.  Learning objectives:

Identify planning strategies to establish your presence in the United States.

Understand the fundamentals of federal, state, and local tax systems.

Explore current real estate trends and what they mean for your business location strategy.

Understand the resources needed to effectively manage your global workforce.

Anticipated CPE : 1 credit, Tax

Once an organization is past the initial steps of entering the U.S. market, it may be time to focus on operational efficiency geared toward optimizing growth and profitability. Join our specialists as they discuss the ins and outs of running U.S. operations, managing logistics, navigating transfer pricing complexities, and maintaining regulatory readiness. During this webinar, attendees will hear from our transfer pricing practice, our strategy and operations team, and our international audit practice, helping you streamline operations and reduce risk. Learning objectives:

Learn key considerations for location, scalability, and compliance for U.S. warehousing activities.

Understand relevant costing and margin intelligence considerations.

Learn U.S. transfer pricing complexities, and strategic opportunities for intercompany pricing.

Discover best practices to ensure your operations are running smoothly.

Understand regulatory requirements to help you stay in compliance.

Anticipated CPE : 1 credit, Production – Non-technical

Global businesses seeking rapid expansion are increasingly turning to mergers and acquisitions (M&A) as a powerful tool for transformation. In this webinar, our M&A specialists will share actionable insights to help international companies operating in the United States or planning to enter the market leverage inorganic growth through buying or selling to achieve sustainable, long-term success.

Learning objectives:

Learn why M&A is often the preferred approach for accelerating market entry and scaling operations.

Discover key risks under diligence when buying or selling, along with key integration issues.

Understand actionable strategies for expanding in the U.S. market.

Review current M&A activity trends and what international businesses need to know to capitalize on opportunities in the U.S. market.

Anticipated CPE : 1 credit, Business Management & Organization – Non-technical

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

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

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

Affordable Housing: Tax, Audit & Lending Updates
2026-06-09 10:00 - 11:00
Want to stay informed on the latest regulatory developments affecting the affordable housing sector? Join us for a comprehensive session covering new tax legislation, recent audit and accounting changes, and evolving lending requirements. Gain actionable insights into how these updates impact compliance, financial reporting, and access to financing for affordable housing projects.

Learning Objectives

Define the Impact of New Tax Legislation on Affordable Housing Projects.

Evaluate Recent Audit and Accounting Changes Relevant to Affordable Housing.

Analyze Evolving Lending Requirements and Their Effect on Project Financing.

CPE Information

Delivery: Group Internet Based

Prerequisites: None

Advanced Prep: None

Program Level: Overview

Cost: There is no fee to attend this session

Information about CPE Eligibility

To receive CPE credit for participation in a BDO webcast program, you must respond to the occasional polls that appear throughout the program and be in attendance for a minimum of 50 minutes. You will receive an email notification following the program if you completed the necessary polls and qualified for CPE credit. This email will include instructions on how to access your CPE certificate.

Please Note: Per BDO USA’s CPE Compliance policy, CPE will not be issued for programs that fail to comply with the NASBA Standards, or to individuals who do not meet the attendance requirements. For example, a professional attending a webcast must respond to at least 3 polls per CPE credit.

For questions regarding CPE credit, please contact CPE@bdo.com.

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

A Practical Appraisal of Choosing the Right Accounting System as Your Business Scales
2026-06-09 12:00 - 13:00
As businesses grow, accounting needs become more complex. Join Bennett Thrasher and Sage for a practical comparison of QuickBooks Online and Sage Intacct to help determine the right fit for your next stage of growth.

Date: Tuesday, June 9, 2026

Time: 12 – 1 PM | Eastern

Format: Live webinar with Q&A

CPE Credit: One hour

Overview

Many companies begin with QuickBooks Online because it is simple and efficient. But as operations expand, finance teams often need stronger reporting, automation, multi-entity capabilities, and greater visibility. This session will compare QuickBooks Online and Sage Intacct to help leaders understand where each platform fits, common limitations, and what to consider when planning the next stage of growth.

What You’ll Learn

Core differences between QuickBooks Online and Sage Intacct Reporting, dashboards, and visibility capabilities

Multi-entity and consolidation considerations

Automation and workflow efficiencies

When businesses typically outgrow QuickBooks

Online Implementation and migration planning tips

When outsourced accounting may also be worth considering

Who Should Attend

This webinar is designed for:

Companies evaluating new accounting systems

CFOs

Controllers

Finance Directors

CEOs of growing businesses

Phase One: Pathways to Public – Diligence, Decisions, and Market Conditions
2026-06-09 12:00 - 13:00
In our Public Listing Pathway Series, explore the first phase of going public, how companies evaluate readiness, assemble the right team, and make disciplined decisions against shifting market conditions. Panelists will walk through the due diligence lens investors and regulators bring to early-stage IPO or alternative planning, the audit and internal control requirements that often drive the timeline, and how to articulate a credible equity story supported by the right management team, reliable data and governance. The session aims to give participants a practical framework for deciding if, when, and how to pursue an IPO or alternative transactions, while avoiding common first-time issuer pitfalls.

Moderator

Michael Brooder, Managing Director, CBIZ

Presenter

Jeffrey Solomon, Managing Director, CBIZ

Prior Authorization: Leveraging Automation to Reduce Denials
2026-06-09 13:00 - 14:00
Obtaining prior authorizations from payors is one of the most complex and costly workflows for healthcare providers. Join this informative webinar to learn how your organization can leverage strong pre-service workflows, artificial intelligence (AI), and analytics to help improve the authorization process and reduce denials. Our presenters will explore common obstacles to obtaining and validating authorizations, structure and workflow improvements, and strategies for using technology to help improve performance.

Learning Objectives

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

Identify common issues and obstacles related to prior authorizations.

Discuss ways to help improve the authorization process, including enhanced policies, procedures, and documentation.

Apply strategies that use AI, automation, and analytics to help reduce denials and improve performance.

CPE Information

1.00 CPE Credit(s) (pending approval)

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

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